Factbook
A sleek digital and printed asset that made people analytics data accessible, visual, and easy to digest.
Note: All data below has been removed from the original images to preserve data privacy. Numbers are represented as a series of zeros such as 00,000, or 0000 as placeholders. Line charts and bar charts have also been altered to remove any indication of scaling to protect data privacy. All other design elements are provided as a reference to my visual design work.
Problem
We live in a world where there is a massive amount of data available and where it isn’t always clear what to do with the information. This is especially true at a large tech company who wants to use data to transform their workforce. The sheer amount of data available at a 300k+ company can be overwhelming for the leadership team. At this scale of big data the ways you can dissect it are endless.
Our HR leaders and CEO wanted to know
What were the main areas in the company to focus on improving?
Where can we make the most impact for our employees?
How can we make this overwhelming amount of data points digestible and reflective of our workforce?
Our team set out to
Create a meaningful story from a sea of data
Make data fun, visual, innovative, and not boring. Transitioning from complex standard data charts to bite sized sleek
and innovative data visualizations reduces complexity for users.Empower company leaders to take real actions that improve our employee’s experience.
My Role
Combined my skills in data science, design, and business to lead the design team in creating the company’s first ever Factbook. My role focused on creating the Factbook end to end such as gathering the data sources, analyzing data, identifying our key insights, visualizing the data in unique ways, designing a digital website to host the Factbook, and being responsible for professionally printing and distributing the physical version of the Factbook.
Cross Functional Team
1 Senior Designer (me)
1 Visual Designer
1 Content Designer
4 Data Analyst
1 Data Scientist
2 HR leaders
1 Vice President
Understanding the User
Our main target audience were HR leaders and executives who are able to take large scale actions on data. Our users are often extremely busy people who are overwhelmed with countless data dashboards, reports, power point presentations, etc. Most of the data they need to do their job well is scattered across many sources and teams. Our team set out to create a holistic data story where all data points were centralized into one place.
Needs:
One central source of truth for all data
A quick and intuitive way to understand all the data
Highlight data insights that allows user to take action
Increased communication across teams
Pain Points:
Data is scattered across many teams and divisions
Not enough time to review tons of data
Not knowing what actions to take on data
Teams and leaders are siloed using the same data
The Process
Determined what data was needed
Organized data into sections/chapters for the Factbook
Gathered the data across different business units
Analyzed the data
Translated analysis into powerful insights and a story to tell
Picked color scheme, branding, and overall layout of the Factbook
Created the data visualizations and the design elements for all sections of the Factbook
Reviewed the Factbook to ensure design consistency across sections
Shared a draft with test users to get their feedback and make any necessary edits
Professionally printed the Factbook and also distributed digitally on its own website
Example of Step 1: Determined which data was needed. Here we brainstormed which data points would be most impactful to analyze to create insights for leaders to act on.
Example of Step 2: Organized the data into sections/chapters for the Factbook and Step 7: Created the data visualizations and the design elements for all sections of the Factbook. Here we brainstormed the chapter we wanted to use in the Factbook and which data points belonged in each chapter. Furthermore, we started brainstorming what type of visualizations we could create for each data point.
Outcome
The Factbook was a first of its kind asset at our company and was successfully distributed to around 30 HR leaders, business leaders, VPs, SVPs, and our CEO. Each of these leaders then used to Factbook to take action that cascaded down and across the company affect ~300k employees. Leaders at our company used the Factbook to create plans for the new year, increase budget in areas of need, determined how many people to hire and promote.