PWC ProEdge – Design Thinking Assignment

Challenge & Selection

One of the tools I use on a regular basis is Visualization, or Visual Thinking. I am often analyzing data sets  and putting together presentations on my analysis. These presentations are made for various  stakeholders at my clients such as accounting, finance, engineers and IT individuals. As a result, it can be  difficult to convey the results of my analysis to such a diverse group of individuals with varying  backgrounds. Additionally, these data sets are very large and the findings can be difficult to interpret.

The visualization tools I typically use when presenting my analysis to a client are pivot tables, tableau  dashboards, pie charts, typically presented in power point presentations, and whiteboards when  brainstorming or working through a complex issue. I find it very useful to use these tools to ensure  everyone can clearly understand the findings and that all members have the same understanding.

Application

When putting together my analysis, I typically start with the raw data-set. I then use pivot tables to  narrow down the data into a more manageable format, which makes it easier to identify trends. I  typically slice the data in multiple ways in order to get grounded on the information and ultimately find  trends and root causes of issues. I will also leverage existing visualization tools at my clients such as heat  maps from Tableau. I find it useful to use tools that the client is already familiar with or currently using.

Once I have analyzed the data and identified trends and root causes for the issues I am working through,  I will typically add quantitative and qualitative figures to add more depth to the analysis. Examples of  these could include; percentage of error vs relative size of company, recurring or one time issue and  manual error vs system generated errors. I will then organize my findings into various categories and  clearly and concisely present them in a power point presentation so it is easy for everyone to follow.

Insight

I have found it much easier for everyone to become grounded on my analysis when I organize and  present my analysis through use of visualization tools. It is much easier for everyone to understand the  ultimate problem, rather than spending time trying to decipher the analysis. I have also realized that  various individuals may follow along the dialogue of my presentation, but may ultimately have a  different understanding of the issues than others or the intended message I am trying to convey. By  presenting my information in power point format with pivot tables and graphs, as well as quantitative  and qualitative highlights, I can ensure everyone is on the same page.

Additionally, may individuals have a hard time processing information by verbal presentations alone. It is  much easier for individuals to follow along and process information if the information is presented in a  visual manner. There is some science behind this as well. Visualization tools help engage the right side of  the brain and allows individuals to work through brain blocks and complex problems.

Approach

Since I have had success with presenting my analyses in a more visual manner, I have consistently  implemented this approach in all my presentations. Additionally, I find it useful to use visualization tools

when starting my analysis as it allows me to digest the information easier and identify trends an root  causes faster. The use of visualization tools is the benchmark for all my analyses.

