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How can you maintain a positive attitude when working with data visualization clients who are not tech-savvy?

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Data visualization is a powerful skill that can help you communicate complex and insightful information to your clients. But sometimes, you may face challenges when working with clients who are not tech-savvy or have different expectations and preferences. How can you maintain a positive attitude and deliver effective data visualization projects in such situations? Here are some tips to help you.

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1 Understand your client's needs

Before you start designing or presenting your data visualization, make sure you understand your client's goals, audience, and context. Ask them questions about their data, their message, and their desired outcome. Listen to their feedback and suggestions, and try to align your vision with theirs. By showing interest and empathy, you can build rapport and trust with your client, and avoid misunderstandings or conflicts later on.

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Regland Onyemeka

Entrepreneur| Product Analyst| Microsoft Certified Data Analyst| Tech Program Manager| Enterprise Development and Growth Professional.
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First, knowing your clients and their needs will help you as you work on your project. It is very important to interview or have a chat with them to learn about their needs and also understand their level of data comprehension.

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2 Educate your client gently

You may have more expertise and experience in data visualization than your client, but that does not mean you should impose your opinions or jargon on them. Instead, try to educate your client gently and respectfully about the best practices and principles of data visualization, and explain why they matter. Use simple and clear language, and provide examples or analogies to illustrate your points. You can also ask your client to share their opinions or questions, and acknowledge their perspectives. By doing so, you can help your client appreciate the value and logic of your data visualization, and foster a collaborative and constructive relationship.

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Regland Onyemeka

Entrepreneur| Product Analyst| Microsoft Certified Data Analyst| Tech Program Manager| Enterprise Development and Growth Professional.
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Avoid all forms of technical jargon. Explain concepts using simple and clear language that aligns with their understanding. Be sure to make a text narration of your insights. Analogies and real-world examples can also make complex ideas more relatable.

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Aparajita Guha

Senior Specialist - Data Engineering at LTIMindtree
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The clients might not be tech savvy. Being part of the tech team, it is our job to educate them. They need to understand the feature and what it's actual purpose is. Then they need to understand how the feature exactly works and produces the expected result. For instance, if they are comparing two different sets of data, they should know how to compare this data. Maybe the file names need to be same for the application and the timestamp can be different for the 2 files. They should also understand which datasets should be chosen for comparison. Only then they can perform the task smoothly. Initially hand-holding is required for the clients, till they become confident with the feature and the functionality.

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Sherry Barnes-Fox, MBA

Sr Business/Project Analyst | Top Voice: Data Management x2 & Creative Problem Solving | Excel Expert | Process Optimization, Improvement & Automation | Power Query | VBA | Smartsheet Core Certified & Community Champion
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For clients/stakeholders that are not tech savvy, the best way to begin is have the conversation in simple English. It is fine to introduce a few (1-2) key terms, and explain their meaning. But do NOT confuse the client/stakeholder with too many terms. Explain things in ways the client understands. Using their data/metrics etc... in your examples. If they see examples based on their own project they will better understand what you are trying to convey.

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3 Adapt to your client's feedback

Even if you have done your research and education, you may still encounter situations where your client is not satisfied or impressed with your data visualization. They may have different tastes, preferences, or expectations than you, or they may have changed their mind or received new information. Instead of getting frustrated or defensive, try to adapt to your client's feedback and requests. Ask them to be specific and constructive, and listen to their reasons and concerns. Then, try to find a compromise or a solution that meets both your standards and your client's needs. You can also use data or evidence to support your arguments, and show how your data visualization achieves the desired outcome.

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Sherry Barnes-Fox, MBA

Sr Business/Project Analyst | Top Voice: Data Management x2 & Creative Problem Solving | Excel Expert | Process Optimization, Improvement & Automation | Power Query | VBA | Smartsheet Core Certified & Community Champion
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Your client/stakeholder will always have feedback. This feedback may be cosmetic or requiring additions based on how everything looks. I have found that it is best to think about "the customer is always right". This is their project, and you want them to be excited, remember who you are developing this for. If they request changes, make the changes. In items such as dashboards if the client/stakeholder wants a different color or type of chart, those are changes that can happen within a status meeting. The client/stakeholder can immediately see the differences: what they just asked for vs. what you built. Perhaps after seeing what they requested they may realize it does in fact look better your way. But they need to choose.

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Junying Mao

A Data Scientist's Journey with the Aloha Spirit
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When working with data visualization clients who may not be tech-savvy, it's essential to approach the situation with empathy and patience. Understand that technical details can be overwhelming for some, and aim to communicate in clear, jargon-free language. Use your visualizations as educational tools, incorporating elements like annotations and interactive features to make the data more accessible and engaging. If a client expresses dissatisfaction, listen attentively to their concerns to understand the root of the issue and respond constructively, valuing all feedback as an opportunity for improvement. Encouraging client participation in the visualization process can enhance their understanding and investment in the project.

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4 Learn from your challenges

Working with data visualization clients who are not tech-savvy can be challenging, but it can also be a learning opportunity for you. You can use these situations to improve your communication, collaboration, and problem-solving skills, as well as your data visualization techniques and tools. You can also reflect on what went well and what went wrong, and identify areas for improvement or development. By learning from your challenges, you can grow as a data visualization professional, and enhance your confidence and resilience.

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5 Celebrate your achievements

Finally, don't forget to celebrate your achievements and successes when working with data visualization clients who are not tech-savvy. Whether it is a small milestone or a big project, acknowledge the effort and value that you and your client have put into it. Express your gratitude and appreciation to your client, and ask for their feedback and testimonials. You can also share your work with your peers or network, and showcase your skills and portfolio. By celebrating your achievements, you can boost your morale and motivation, and reinforce your positive attitude.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you maintain a positive attitude when working with data visualization clients who are not tech-savvy?

1

2

3

4

5

6

1 Understand your client's needs

2 Educate your client gently

3 Adapt to your client's feedback

4 Learn from your challenges

5 Celebrate your achievements

6 Here’s what else to consider

Data Visualization

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How can you maintain a positive attitude when working with data visualization clients who are not tech-savvy?

1

2

3

4

5

6

1 Understand your client's needs

2 Educate your client gently

3 Adapt to your client's feedback

4 Learn from your challenges

5 Celebrate your achievements

6 Here’s what else to consider

Data Visualization

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