How can sales design their pitch to show a visual narrative? Here's a copy of my Lunch and Learn session with SAP Sales Academy in California.

1. Leslie Bayona

2. Agenda
Introduction to Data Visualization
PART 1: ILLUSTRATING IDEAS
PART 2: BUILDING FOR CXOS
PART 3: DESIGN DOS & DON’TS
Tools & Templates
Q&A

5. People are more persuaded
when they see visuals in a
presentation
67%

6. A C T I V I T Y
Select a color that best represents
your personal brand.
Swatching

7. The SAP Identity
Source: SAP Brand Tools

8. www.sapbrandtools.com

9. 10/20/30 Rule
10 slides for 20 minutes with a 30 font size

10. SURFACE
SKELETON
STRUCTURE
SCOPE
STRATEGY
CONCRETE
ABSTRACT
Brings everything together visually.
Makes the structure complete.
Gives shape to the scope.
Transforms strategy to requirements.
Where it all begins.
Source: Harvard Business Review
Organize

11. Source: Harvard Business Review
Sketch

12. Idea Illustration
Source: Harvard Business Review

13. Source: Andrew Abela

14. Simplify
Source: Harvard Business Review
Is this
element
necessary?
Yes
No
Consider
eliminating
this element
Is this
element
unique?
Yes
No
Can this
element
be made
any simpler?
Compare with similar
elements and consider
eliminating one or
the other
Simplify
and keep
this element
Keep this
element
Yes
No

15. Building Personas

16. Source: Erick Rudiack

17. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
17
PowerPoint “Before & After” examples
SAP PowerPoint
“Befores”
Complex, bulky &
inconsistent
SAP PowerPoint
“Afters”
Easy to understand,
clean & engaging

18. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
18
Before

19. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
19
After

20. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
20
Before
After
Clean, black
background
reduces
clutter
Branded
pictograms
focus
content
Fewer, simplified graphics increase
clarity
Fewer competing visual
elements

21. Tracy the Visionary CMO
Wants to see: The Big Picture
Approach: Harmony & Emotion

22. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
22
Before

23. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
23
After

24. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
24
Before
After
Fewer, simplified graphics increase
clarity
Generous amount of open
space
Clean type
presentation

25. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
25
Before

26. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
26
After

27. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
27
Before
Fewer competing visual
elements
After
Generous amount of open
space
Clean
graphics

28. Fred the Feisty CFO
Wants to see: Numbers
Approach: Information & Emphasis

29. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
29
Before

30. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
30
After

31. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
31
Before
Clean, white
background
reduces
clutter
Branded
pictograms
focus
content
After
Fewer, simplified graphics increase
clarity
Clean type
presentation

32. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
32
Before

33. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
33
After

34. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
34
Before
Fewer
competing
visual
elements
After
Clean and
simple layout
increases
clarity
Fewer, simplified graphics increase
clarity

35. Calvin the Cautious COO
Wants to see: Process Step-by-Step
Approach: Logic & Transitions

36. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
36
Before

38. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
38
Before
After
Clean, white
background
reduces
clutter
Branded
pictograms
focus
content
Fewer, simplified graphics increase
clarity

39. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
39
Before

40. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
40
After

41. INTERNAL© 2017 SAP SE or an SAP affiliate company. All
rights reserved. ǀ
41
Before
Generous amount
of open space
Clean graphics
Clean type presentation
After

42. Do’s & Don’ts

43. Do’s Don’ts
Source: SAP Brand Tools

44. Do’s Don’ts
Think before you ink
Structure for clarity
Eliminate extras
Source: SAP Brand Tools

45. Tools of the Trade

46. Paper
by FiftyThree

47. Procreate

50. Microsoft Sway

51. The process is messy.

52. Trust in the process.

53. Source: Jessica Hagy on “How to be Interesting”