The short-cut to business makings: Visualization

Challenges & Selection

The launch of new insurance product in a perspective of sales department needs to achieve good sales points

giving designed benefit to customers. At the same time, I take a consideration to many constraints of

profitability delivered by finance side. The tool of visualization is the short-cut to core understanding in a

course of making agreements among relevant parties. I encountered the situation to promote the annuity

product named ‘platinum annuity’, which sales revenue drop dramatically against the first expectation. To

achieve the sales target, there needs to make countermeasures including product improvement, enhancing

marketing relations and obtaining the support from company-wide etc. I have list up all elements to facilitating

a discussion among finance, product and sales person to narrow the gap and find opportunities.

Application

I have focused on each stakeholders’ benefit when visualizing the existing elements and combining materials

creatively. The visualizing course is a time consuming process through the interviewing each parties’ interests.

The graph has built up one by one like paining artist make own master pieces. The benefit to customer over

the competing company’s product and distinction of marketing points is located in a main center and other

supporting elements positioned like a satellite. Mirroring the top line to bottom line of financial statements,

all element has addressed its scope, boundaries, relationship between each key point. Now, it is a time to

create artistic business solution redefining what we are doing within available resource by focusing on the

main target asking why we are doing this.

If drawing well, it means to take right steps by obtaining agreements among relevant parties. It allows to

proceed discussion all relevant parties with a well-designed graph and decision making process. As a financial

service company, important things and priorities can be arranged and internal process be designed accordingly.

The designing and discussion itself is not enough to make a deal in a business environment. The bottle-neck

of obstructing creatively making a solution should be removed using a good tool of visualized agreement

through internal discussion and agreed. Now, selecting action points is a main consideration to complete the

business graphical masterpieces. The sales target is reallocated with a new profitability available and the

internal process has revisited again for the activity.

Now the official decision of new marketing strategy has approved and resources has input with new designed

target. The remains things are the sales activity and achieving the target after all relevant parties understood

with graphical tool and be ready to support the sales.

Result? We achieved 263% over the target in annuity business lines within our business channel.

Insight & Approach

The graphical communication could be a short-cut to business solution giving powerful understanding to

various stakeholders whilst the consuming process is required on the course of building up. I learned that its

framed work is like a flat-form that every participant could give a contribution by playing within a designed

area. On a same stage of understanding, the diverse group of participants could be defined their interest in a

short time where making agreement be made easily.

The team work as a company, one function itself could not complete the pictures puzzle in a business world.

The defined constraints are the reason why we work together and challenging home work to be solved. The

shared understanding is the key to incorporate all ideas combined where maximize the group thinking leading

to reasonable and appropriate decision making. The great business tool of making a short-cut to make a deal:

visualization.


The short - cut to business makings : Visualization Challenges & Selection The launch of new insurance product in a perspective of sales department needs to achieve good sales points giving designed benefit to customers . At the same time , I take a consideration to many constraints of profitability delivered by finance side . The tool of visualization is the short - cut to core understanding in a course of making agreements among relevant parties . I encountered the situation to promote the annuity product named ‘ platinum annuity ’ , which sales revenue drop dramatically against the first expectation . To achieve the sales target , there needs to make countermeasures including product improvement , enhancing marketing relations and obtaining the support from company - wide etc . I have list up all elements to facilitating a discussion among finance , product and sales person to narrow the gap and find opportunities . Application I have focused on each stakeholders ’ benefit when visualizing the existing elements and combining materials creatively . The visualizing course is a time consuming process through the interviewing each parties ’ interests . The graph has built up one by one like paining artist make own master pieces . The benefit to customer over the competing company ’s product and distinction of marketing points is located in a main center and other supporting elements positioned like a satellite . Mirroring the top line to bottom line of financial statements , all element has addressed its scope , boundaries , relationship between each key point . Now , it is a time to create artistic business solution redefining what we are doing within available resource by focusing on the main target asking why we are doing this . If drawing well , it means to take right steps by obtaining agreements among relevant parties . It allows to proceed discussion all relevant parties with a well - designed graph and decision making process . As a financial service company , important things and priorities can be arranged and internal process be designed accordingly . The designing and discussion itself is not enough to make a deal in a business environment . The bottle - neck of obstructing creatively making a solution should be removed using a good tool of visualized agreement through internal discussion and agreed . Now , selecting action points is a main consideration to complete the business graphical masterpieces . The sales target is reallocated with a new profitability available and the internal process has revisited again for the activity . Now the official decision of new marketing strategy has approved and resources has input with new designed target . The remains things are the sales activity and achieving the target after all relevant parties understood with graphical tool and be ready to support the sales . Result ? We achieved 263 % over the target in annuity business lines within our business channel . Insight & Approach The graphical communication could be a short - cut to business solution giving powerful understanding to various stakeholders whilst the consuming process is required on the course of building up . I learned that its framed work is like a flat - form that every participant could give a contribution by playing within a designed area . On a same stage of understanding , the diverse group of participants could be defined their interest in a short time where making agreement be made easily . The team work as a company , one function itself could not complete the pictures puzzle in a business world . The defined constraints are the reason why we work together and challenging home work to be solved . The shared understanding is the key to incorporate all ideas combined where maximize the group thinking leading to reasonable and appropriate decision making . The great business tool of making a short - cut to make a deal : visualization .