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in focus

LEARNING TECHNOLOGIES

In Focus is a new
section of custom-
ized content that
you’ll find quarterly
in TD. ATD members
can select their topic
of choice—learning
technologies,
instructional design,
measurement and
evaluation, or train-
Data Visualization
ing delivery—at
www.td.org/
mypreferences.
Can Save Your
ALSO IN THIS SECTION
69 Bring E-Learning
Life—and the
to Life
By Dani Watkins
Whiteboard animations
Company Money
enable you to trans-
form learning and tell a
digital story that stands
How important are infographics and data
alone or augments visualization? Let your heart decide.
e-learning courses.

IMAGE | ACTIVESTUDIO/GETTY IMAGES May 2018 | TD 65 LT


IN FOCUS: LEARNING TECHNOLOGIES

BY BRANDON WEELDREYER

I
magine you’re on the operating table. Your heart surgeon is searching for
spots where plaque has built up in your arteries. If she finds them, she could
save your life by preventing a very possible, future heart attack.

Unfortunately, the high-risk deposits that could videos and interactive websites. Companies can
eventually rupture aren’t detectable with con- use these for internal education (Would you rather
ventional imaging. And that’s a big deal, because thumb through a 100-page binder to find out the
around 180,000 people die each year because of particulars of parental leave or simply take a look
this form of heart disease. at an infographic?) to compare differences, recount
So, what does your life rely on? Data visualization. history, recap an event, decide between a variety of
But not only that—good data visualization. options, or pretty much anything else imaginable.
The ways in which that data can be visualized Add animation or interactivity to these different cat-
range in effectiveness. Your doctor might be using egories, and you have infinite storytelling potential
a 3-D map with colors across the full spectrum to and a wide selection of media upon which to share
chart the flow of blood through your heart. 3-D? the data visualization.
Full-spectrum? Sounds fairly state of the art, right?
Well, if you consider that your cardiologist would The process
need to rotate that map to see all your arteries, that Over the course of more than 2,500 visual marketing
can be a bit complicated, given her hands are in projects, Lemonly—a global infographics company—has
your chest cavity. And so, it’s fortunate that data- learned a thing or two about visualizing data. The com-
visualization experts such as Northeastern University’s pany’s “lemons-to-lemonade” recipe for taking data
Michelle Borkin are out there to help save lives. to the next level always follows the same steps, which
Through her study, “Evaluation of Artery Visual- you can adapt to your data-visualization projects.
izations for Heart Disease Diagnosis,” Borkin found The initial stage involves answering a few ques-
that a 2-D representation of what’s called a diverging tions about the project and its goal. Ask: Where will
color map is 91 percent effective in guiding doctors to this piece live? What is its goal? Is the audience in-
identify low endothelial shear stress, or the frictional ternal or external? How much do you already know
force of blood on the artery wall. And while 91 percent about the subject matter? What are the three main
may not be the most reassuring number with your life takeaways you want someone to have after viewing
on the line, you’d be thanking your stars for Borkin, the piece? Do you want to educate the audience or
because the more traditional, 3-D full-spectrum, state- just talk about product benefits? What colors or style
of-the-art-sounding map is only 39 percent effective. are you envisioning for the project?
Which would you prefer? The next step is simple: research. After all, you
can’t have data visualization without data. Whether
From the operating it’s key stats or spreadsheets of data or information
room to the boardroom from government databases, an internal annual re-
Clearly, data visualization isn’t just a buzzword, port, or through an old-fashioned Google search,
and it’s not only useful in healthcare. It can quickly depending on the subject matter (sticking to credible
communicate complicated information in any sources, of course), gather all the sources in one place
number of contexts. But how do infographics and start analyzing them for trends.
relate to data visualization? After gathering and analyzing the information,
Think of infographics as homes. A piece of data vi- the next step is to mull it over and whip up a clean,
sualization is most comfortable within the four walls concise copy document. The process is more com-
of an infographic that also contains supporting data, plex than copy and paste, though. Make sure the
illustrations to attract eyes, and a narrative to tie it infographic contains the necessary information to
all together. Data visualization can exist alone, and guide and educate the viewer without adding too
infographics can live without data visualization, but much fluff, keeping the story significant, struc-
together they make quite a pair. tured, and simple. Knowing what not to include is
Projects can take the form of digital-only static in- vital—too much information can be overwhelming,
fographics and printed one-page PDFs to animated and perhaps some supporting facts would work well

66 LT TD | IN FOCUS
IN FOCUS: LEARNING TECHNOLOGIES
SOURCE: LEMONLY

as a quick-hitting piece of microcontent, like a loop-


ing video on Instagram, for example.
When writing copy for the piece, it’s wise to start
with an outline, which will keep the content well-
organized and divided into clear sections. Always
keep the audience and the project’s main goal in
mind. Doing so serves as a guidepost when you’re
deciding what to keep, what to cut, and the type of
voice to evoke for the project.
After the copy and data are ready, the magic re-
ally begins. It’s time to lay out a wireframe and a
mood board. The wireframe is a blueprint of sorts
of the infographic’s general layout and hierarchy.
This is a necessary step to see where everything
will go and determine which visual representations
will serve the data best—that is to say a bar chart to
show comparison versus a pie chart to show parts of
a whole. The mood board should consist of several
illustrations, colors, and other pieces of visual inspi-
ration. This is important to nail down before going
to town in the design phase. For example, does the
color palette evoke the emotion of the writing or
data in the piece? Does the illustration style align
with your company’s brand guidelines, or should it
be a more editorial piece?
It’s not until the layout looks good and the copy is
final that the designers should develop the first design
draft. It may seem strange for the designers to touch Companies can use data visualizations for internal education (top) or
the project only in the final steps, but a lot of prep external communication (bottom).
SOURCE: LEMONLY
work needs to go into a project before determining
how it looks. This is the chance to play around
with the scale of illustrations and data points

May 2018 | TD 67 LT
IN FOCUS: LEARNING TECHNOLOGIES

showcased in the wireframe, add in fonts to help sell How it saves money: A company’s investment in
the story appropriately, and go wild on illustration benefits can pay off.
and true data visualization.
Here are just a few ways companies can save money Recap the year with an annual report
by using data visualization and infographics to com- South Dakota’s six public universities generate more
municate with and engage their internal audience, than brainpower—they create jobs, bring students and
whether across the hall or across the hemisphere. workers to the state, and boast a big return on invest-
ment to the state economy. That’s why the University
Shed light on employee benefits of South Dakota’s Beacom School of Business sought
Despite what some may think, HR can be fun, and to position higher education as an important indus-
benefits can be a bulwark at your company, as long as try. Using hard numbers, a clean design, and dynamic
they’re easy to understand. For this reason, BP aimed comparisons, the resulting e-book became an easy-
to create a microsite that teaches employees how to to-digest resource for lawmakers, the media, and the
best follow and maximize their financial investments. public. With this piece in the universities’ arsenal,
From an interactive quiz that gauges a person’s others may have a hard time arguing against invest-
investment personality to an FAQ section, this in- ing in these institutions.
teractive helped a big company display complex How it saves money: Companies can learn from
information in a way that doesn’t overwhelm but mistakes and capitalize on successes.
rather offers numerous ways to dig deeper, based on
a person’s individual needs. Guide the team to adopt best practices
Sales calls aren’t always as easy as ABC—or “Always
be closing.” Gong got into the science of winning
sales conversations, analyzing more than a quarter
of a million sales calls using artificial intelligence.
What better way to communicate the insights from
these calls than with a data visualization-heavy info-
graphic? Comparing top performing sales pitches to
Data the average sales pitch in a visual way gave Gong an
visualization advantage over its competitors.
How it saves money: Companies can benefit from
can quickly overall efficiencies.
communicate
Choose your own adventure
complicated Of course, these examples may not fit your compa-
ny’s needs perfectly but offer a few looks at what
information in is possible.
any number Not every example of presenting data visually
comes down to life and death. Sometimes it’s more
of contexts. about learning a new skill or communicating your
company’s safety procedures. The capabilities of
combining art and data—either more numbers-based
or more narrative-based data—are endless.
Hopefully your next experience with data visual-
ization is not as dire as the medical situation, but if
you pay attention, you’ll start to find examples of
data visualization all around you.

Brandon Weeldreyer is a writer and marketing


professional and a content manager at Lemonly;
brandon.weeldreyer@gmail.com.

68 LT TD | IN FOCUS
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