Episode 10: How to Win Client Buy-In for Your Designs - Featured Viz by Pooja Gandhi & Adam Crahen

Pooja Gandhi. Image via their  website .

Pooja Gandhi. Image via their website.

Adam Crahen. Image via their  website .

Adam Crahen. Image via their website.


Welcome to episode 10 of Data Viz Today. How can you secure client buy-in for your data viz designs? Host Alli Torban dives into specific ways to practice that will bring your data visualizations from good to great. Featured vizzes by Pooja Gandhi and Adam Crahen are perfect examples of a collaborative process that will elevate your designs and ultimately help you gain client buy-in.

Listen on Apple Podcasts, Google Play, Google PodcastsStitcher, SoundCloud & Spotify.

  • Welcome! I'm Alli Torban.

  • 00:37 - Today I’m answering the question “How can you secure client buy-in for your data viz design?”

  • 01:00 - Featured viz called “UFO Sighting” by Pooja Gandhi and Adam Crahen as part of #DuoDare.

  • 01:45 - What makes Pooja and Adam’s Data Duo project so special is that they take time to give and take feedback.

  • 02:10 - If you can effectively communicate your design decisions and why they’re better than the alternatives to your client, then you’re more likely to get buy-in and approval.

  • 2:20 - Pooja Gandhi is a 2x Tableau Zen Master and is a Lead Visualization Analyst at Comcast NBCUniversal based in Philadelphia. Adam Crahen is also a Tableau Zen Master and is the Head of Data Visualization Engineering at Pluralsight in New York.

  • 02:55 - Adam used NNJoin plugin for QGIS to clean his data. Take a look at his tutorial here. You can also do something similar in Carto here.

  • 04:00 - Listen for Pooja and Adam’s design process. They used Tableau for their final viz.

  • 06:00 - Medium article by Brit Cava “The Secret to Becoming a Better Data Visualization Practitioner”

  • 06:45 - Tom Greever’s talk at 2016 PUSH Conference called “Articulating Design Decisions”

  • 07:15 - How do we effectively articulate our design decisions? Here’s the process that I derived from the above resources:

    • Define the goals of your project and make a Trello list for each goal.

    • In each list, create a card for each main component of your data viz (color palette, chart type).

    • Within each card, write out options and pros/cons/research for each option.

    • Also create side-by-side visuals comparing two options.

  • 08:25 - This process helps you make sure each decision is measured and planned, and then during a design review, you can present your designs with confidence even under scrutiny. You can easily list tradeoffs and other options.

  • 09:45 - My inspired viz is a Mother’s Day data visualization gift! This is the perfect, low-stress opportunity to test drive my new process of documenting design decisions.

  • 11:10 - You can make your own custom Mother’s Day data viz gift using my dashboard. Click below!

  • 11:30 - Final takeaway: it’s important to practice with tools and techniques, but it’s also important to practice articulating your design decisions so when it comes time to present your work, you can communicate thoughtfully and show the client how capable you are. The most articulate designer wins! Give yourself a framework in which to document your design decisions (my Trello process or a buddy system like Pooja and Adam).

  • 12:30 - Check out Pooja and Adam’s great work at www.thedataduo.com

  • 12:40 - Follow Pooja and Adam on Twitter @DrexelPooja and @acrahen

New episodes are released every Tuesday at 6 AM EST.