It’s rarely just about design
Rarely are design problems just about design–and it’s a challenge getting clients to understand that. At the 2007 User Experience Week after party, Doug LeMoine and I had a long discussion about how clients don’t see the functional/engineering/technical components involved in making something “attractive.” While my company is solving design problems on a much smaller scale than his (Doug’s the Director of Design Communication at Cooper), it’s clear to me that this is a systemic misunderstanding throughout the business community.
For just over a year I’ve been lucky enough to have an incredible graphic designer working with me, and that’s led our company to be solicited as much for design as for development and training. Quite frequently we’re asked to “give a facelift” to some Excel report, PowerPoint template, or Word proposal. But while aesthetics may be what they’d like at the end of the day, there are a number of steps to getting there. Giving the client what they want in a design requires helping them to understand what they really need.
Let’s take an Excel project we’ve recently completed. The client sought to illustrate to their prospects the advantages and disadvantages of various employee benefits packages. Their existing report creation process was as follows:
- Take data from a number of places and paste it into various cells and formulas throughout an existing Excel workbook
- Edit a few formulas to address some of the variations in this new set of data
- Edit the source range of the Excel charts and graphs to the newly pasted data so as to fit it within an appropriate range
- Reposition the graphs as Excel often moved them around in the process of updating
- Print or email the reports to clients
The existing process required deep knowledge of what the input data meant, of how Excel formulas worked, of how the final design should look, and of how a mistake in the reports might appear (manual processes like these rarely work on the first try). In short, it required a lot of expertise and a few hours worth of time.
Could we improve the attractiveness of their reports? Sure. Would that design hold up as their data shifted? Not so fast… (more…)

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