As we approach our first client project, I would like to gather 7 of the most valuable feedback we have received during our two internal projects. This feedback is both about technical aspects (how to use the tools) as well as about how we communicate our findings to the client.
1 - Do not overlook user instructions on your dashboard.
As the developers of a dashboard, we often forget that our user is not as familiar with the dashboard functionalities as we are. Therefore it is very important to use labels, instructions and intuitive images informing how to use the product.
2 - Present the problem and the data in the final presentation
It can be that some stakeholders that did not participate in the kick-off call will be in the final presentation and that is why the consultant team should summarise the problem, user story and data involved in the project in the final presentation.
3 - Do not undersell your dashboard and its features
One crucial aspect of the final presentation is highlighting what the client is getting out of the product we developed. That is why it is important to make clear the requirements fulfilled and show the advantages and the value we are giving to the customer.
4 - Stand up to present
If you have the choice, always present standing, because it conveys a better attitude to your listener. It also helps your voice power and breathing.
5 - Explain who is who in the consulting team
In the kick-off call as well as in the final presentation it is a good idea that each team member presents themselves shortly highlighting their experience in data analysis and when they found their passion for data.
6 - Rehearse the final presentation
A bad presentation can overshadow a great dashboard. That is why rehearsing is essential before the presentation. Keep track of the time each team member takes to present, ask for feedback from more experienced consultants and test any equipment before the presentation.
7 - Ask open questions to the client
To get more valuable feedback, it is very important to ask open questions to your client, that is, questions that provide opportunity for them to speak in more detail about a particular aspect of the dashboard. Avoid questions that can be answered with yes or no. Example of good questions:
- Is this dashboard something you see yourself using in your work? Why?
- How could it be more valuable to you?
- Any dimensions you would like to drill down in this analysis?
I hope these lessons help you in your client projects. Have a great experience and enjoy the learning with your projects.