Our approach
The Data Forest took a structured, human-first approach, starting with people and process before touching any data or tool.
1. Data storytelling training
We kicked off the project with a data storytelling training session for the client’s commercial team, including category managers and the sales team. The goal was to build a shared language around data and visualization: what makes a good dashboard, how to frame insights as stories, and how to think about the needs of the end user. This investment upfront paid dividends throughout the entire project.
2. Dashboard design workshop
Before building a single dashboard, we ran a co-creation workshop directly with the end users. Together, we:
- Mapped the user journeys: who needs what, when, and why.
- Identified the key KPIs that really matter to the business.
- Created wireframes, sketching the layout and content of each dashboard before any development began.
This approach ensured that when we started building, every dashboard served a clear purpose and had buy-in from the people who would actually use it.
3. Dashboard development
With a solid blueprint in place, we developed the dashboards. Tackling the specific complexity of the retail panel data and its hierarchical structures. We worked in close collaboration with the client’s internal team, sharing knowledge as we built, so their analysts could understand, maintain, and extend the solution going forward.
Specific challenges we solved
- Complex retail panel data hierarchies: The data provider’s product and geography dimensions use rigid, multi-level hierarchies that require specific handling to make them filterable and readable in a BI tool. We designed a data model that tamed this complexity without sacrificing flexibility.
- Speed to value: The client needed results quickly. One of our key strengths is the ability to rapidly scale up resources for short-term assignments. We deployed the right profile fast, without the usual lead times of a traditional consulting engagement.
- Bringing seniority to a young team: By embedding experienced BI consultants within the client’s team, we could share best practices in data modeling, dashboard design, and stakeholder communication.