Case Study · Workshop & Concept Direction
A reframe of how NielsenIQ category managers worked with sales-intelligence data, run as a workshop with serious prework and a concept that reads at a glance. It also looks at how I would run the same engagement today with AI inside the loop.
Half of NielsenIQ's revenue came from CPG sales-intelligence data. The reporting put everything on screen at once. Category and field managers gritted their teeth and used it because the data was indispensable, but the interface didn't match how they actually decided.
Run a cross-functional workshop, but treat prework as the work — interviews, workflows, journeys, competitive context — so kickoff felt like refinement, not a cold start. Cross-pollinate teams. Push past polished but conservative ideas. Land a concept the team could defend and ship.
A decision workspace built around heat-mapped categories, drill-in performance, and density that scaled from a few hundred variables to nearly a thousand without losing scannability. Three-screen concept handed to engineering for build and to leadership for go-to-market.
Before / After
The original interface showed the data, but it did not make the decision obvious. The Synthesis direction gave category managers a place to start, a way to scan, and a clear path into the detail.
Inside the workshop
Walking into a kickoff with empty walls and warm coffee is a wasted week. The pre-work — expert interviews, field conversations with category managers, journey and empathy maps for specific decision moments — sets the standard before anyone sits down. The kickoff should feel like revision, not introduction.
Cross-functional teams arrive with takes shaped by the prework — so the conversation starts with substance. The trick is then cross-pollinating: rotating people, forcing teams to build on each other's ideas instead of defending their own.
Three things go wrong in concepting if you let them. Teams iterate conservatively when there isn't time. The most polished sketch wins because it's the most polished, not because it's the best. And once you generate a lot of ideas, most of them quietly disappear.
The first round of designs were polished versions of the chaos we'd inherited — that's normal. We went back, sketched, questioned the data viz, and asked what category managers actually do all day. They aren't in love with a 48-ounce bag of frozen peas. They want to know, at a glance, where the business is bleeding and where it's working.
That landed us on heat maps: green for healthy categories, red for the ones that need attention; filterable by performance; drill-in to interrogate any one cell. Density mattered. We tested layouts at 290 variables and again at 954 — both still scannable. The system held.
The final direction, which we called Synthesis, was a card-and-dashboard pattern: choose a card to open the dashboard for that book of business, then drill into charts beneath it for depth. Three screens, handed off for engineering build and for leadership to use as the go-to-market story.
The concept tested well, but the sample was limited and the friction we saw was on click states and interactive behavior — exactly the kind of feedback you can't fully address with static screens. With a working prototype today, that loop changes shape.
