In the realm of data management and system integration, solving complex problems often requires more than just technical expertise. Visual solutions play a crucial role in understanding and communicating intricate relationships between systems. In this blog post, I’ll share my experiences and insights on why creating visual solutions is essential for addressing complex data problems, drawing from my work with Charter and my background in industrial design and computer science.

My journey into creating visual solutions for complex data problems began with my role at Charter, where I’ve been working for the past three years on their marketing cloud instances. My primary responsibility has been ensuring that data is accurately segmented and transferred between various systems, particularly between Salesforce CRM and Marketing Cloud. This task is critical to maintaining data integrity and effective communication.

Before joining M&S Consulting, I earned a degree in industrial design from Virginia Tech and another in computer science from Oregon State University. My design background gave me extensive experience with tools like Illustrator and Photoshop, which I initially used for creating logos, diagrams, and other visual content. When I started working on data problems at Charter, I realized that applying these visual design principles could significantly improve the way we approached complex issues.

The Power of Visual Solutions

Enhancing Communication and Understanding

One of the most significant benefits of visual solutions is their ability to bridge the communication gap between technical and non-technical stakeholders. When I started at Charter, I had to reverse-engineer systems without any existing documentation. Creating visual flow diagrams helped me understand and communicate the data processes more effectively.

For example, a manager at Charter, who didn’t have a technical background, initially struggled to grasp why certain issues occurred within the system. By presenting her with visual diagrams, I could clearly illustrate where data was flowing and where it was getting stuck. This approach made it easier for her as well as the rest of the team to understand the problem and collaborate on finding a solution.

Facilitating Collaboration

Visual solutions also promote collaboration by allowing non-technical team members to contribute valuable insights. When stakeholders can see a clear representation of the data flow, they can ask relevant questions and provide input that might not have been considered by the technical team alone. This collaborative approach leads to more comprehensive and effective solutions. Here is an example diagram that could be used to demonstrate the data flow behind an email campaign directed at customers solely interested in electronics:

Identifying and Solving Problems Efficiently

Another advantage of visual solutions is their ability to highlight potential issues and inefficiencies within a system. By mapping out the data flow visually, it’s easier to spot bottlenecks, redundant steps, and areas where processes can be optimized. This not only saves time but also ensures that resources are used more effectively.

In one instance, after creating a visual flow for a major data process, we identified several steps that could be consolidated. This not only streamlined the workflow but also reduced the likelihood of errors, resulting in a more efficient and reliable system.

Improving Aesthetics and Engagement

From a personal standpoint, incorporating visually appealing elements into presentations and reports makes the content more engaging. A well-designed visual can capture the audience’s attention and make the information more memorable. Whether it’s a presentation for a client or an internal team meeting, having clear and attractive visuals can significantly enhance the overall communication.

Conclusion

Implementing visual solutions for complex data problems offers numerous benefits, from improving communication and collaboration to identifying issues more efficiently. My experience at Charter has shown that these visual tools are not just helpful for technical experts but also for stakeholders across the organization. By adopting visual solutions, businesses can achieve more efficient and elegant outcomes, ultimately saving time and resources.

Visualizing data relationships can transform the way teams approach and solve complex problems. It provides a clear, understandable framework that guides decision-making and fosters collaboration. If you’re looking to enhance your data management practices, consider integrating visual solutions into your workflow. The results can be both transformational and rewarding.

Author

Tom van der Sloot
Tom holds degrees in industrial design from Virginia Tech and computer science from Oregon State University. Tom’s expertise lies in Salesforce Marketing Cloud, and outside of work, he enjoys painting and lifting weights.