Tips on communicating data science effectiveness to non-technical stakeholders?

Discussion

I recently (5 months ago) started a position at a mostly non-technical company, and was hired with the explicit purpose of instantiating data science practices within the organization. The problem I'm constantly running in to is that I don't know how to effectively communicate the business impact of a certain project to my boss and other EXTREMELY non technical stakeholders, which means that the project gets rejected before it gets off the ground. As an example, my organization currently has no method of tracking who wants to be involved in our business, who stays involved, and who leaves, something I'm sure I don't need to communicate the value of here. The only data we are currently really collecting is about our current member base, and is updated by hand using excel sheets that are sent around the country.

Do you guys have any advice for how I can better sell these data science type projects to my bosses? It feels like I'm maybe not understanding what the business impact they're looking for is as well. What experience do you guys have with this type of thing? As far as the project I mentioned above (tracking interest in our org) it ended up being rejected because there is "no need or use for anything of the sort." Is this something I should try pushing my boss on, or should I wait for newer projects to come along and use them as examples of business effectiveness?

It really feels like my direct boss read a Forbes article on data science and decided that's what the organization needs.

Honestly, any advice on the whole situation is appreciated. Thanks!!

Minor Edit: I know this is similar to a post from a few hours ago but that company seems like it has a considerable amount of data already so I think this is a different situation.

Posted Aug 29, 2019, 3:26 PM UTC · edited

1913

Congrats, you are now an analytics consultant, and you need to sell your self and your work. Start by fleshing out the business problems you can help with, identifying what answers and solutions would be, try to quantify the impact on the business (including creating scenarios, this is key), create simple visuals to illustrate process, and then describe what data you would use to start with simple approaches to the problem with demonstrable WINS and performance indicators, then argue how you could further refine the process. Meet with stakeholders to understand their problems and see how you can help them. Try to wrap the smaller problems that are tangential into larger efforts (this will make people love you). Also remember: nobody cares about random forests and technical complexity except you, so don't bother telling nontechs about the guts of DS. They'll only care if it means it costs them money or time. Good luck :)

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RoketScienceOP•

Thanks for the reply! One thing I'm struggling with is that there really is no data to work with to even begin a data based justification of new projects. So, I'm stuck in this vicious cycle where I have no way to truly say whether what I'm proposing would have a quantifiable impact, so it gets rejected, then I have no data to quantify future projects. How should I try to communicate those types of projects? Sort of on that note, what do I do if a project I really think NEEDS to happen gets shutdown? It's obviously my fault for not communicating the effectiveness of the project, but how can I bring it back up without being insubordinate?

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newjrm•

I'd recommend finding someone else in the organization to work with you on launching a small project that 1) requires minimal work and approval from other groups in the company and 2) makes that internal partner look good or fix something. It could even be something small like building some automation processes for them.

To add to what the first person said, don't think about your role at the moment as a "data scientist," just find some small data wins for you and whoever you're partnering with internally and build on that. For example, my company had been using Salesforce really ineffectively for years and once I took that basic data (just the CSV's since we didn't even pay for API access at the time) and made things better for the sales team and helped them prove their own value it became much easier to get projects with other groups. Without knowing more about your business it's hard to get into detail, but hopefully you're in a position where some quick wins will snowball into more exciting projects.

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RoketScienceOP•

My org is heavily regulated, so the actual data stuff gets wrapped up in a lot of legal stuff that I'm not really a part of, and even getting data is a big issue. The problem is that I really can't even begin to get those small wins because there is no system in place for showing that it is a win. We're not a software company, so the only real data we have is on our actual members (think a literal single table). Which we have data for, but even that data is standardized regionally, updated based on state or even county wide preference, and stored in excel sheets that are often difficult to even locate. I guess I'm answering my own problem and saying that we need to standardize data practices, but I feel like that's not really going to be a small undertaking (it's what I'm trying to convince my boss of now, with no luck). Beyond that, we only have web and social media data to base projects on, and we don't have the tracking in place to say how impactful that stuff is. To be honest, my organization's leadership is so far outside of the tech world that I'm afraid that if I push further into that data I'll cement my role as some kind of super data advertiser person, and lose my ability to make the actual impact on the non web side of the company (the actual side).

1
PigDog4•

You need a mentor to show you how to get access to the data:

...we have data for, but even that data is standardized regionally, updated based on state or even county wide preference, and stored in excel sheets that are often difficult to even locate.

Get this data. You can save a copy and then start massaging it to what you need.

...we need to standardize data practices...

Yes you do, but you can't make that call yet, that's a huge ask from someone who has been there less than 6 months. This "just works" for your company, you need to show them what a better data solution could do. You do this by doing value-add projects and effectively communicating their results.

...we only have web and social media data to base projects on...

So you have other data. Go get this data. "We only have this data... we only have that data..." You haven't done anything with any data. Do something with it.

I mean, shit, write something that automates a report your team lead or supervisor or boss or whoever has to pull together every week. If you can churn out the report with a few scripts and it saves them having to pull from sixteen different excel files and spend an hour mangling shit together, that's huge. Then you can see exactly what metrics your business cares about, and drill down to find what affects those metrics. Then you can look back over time to see how the metrics change with the data. Then you can look at making some super simple predictions. Boom, now you're a data scientist.

Also, drop the "holier than thou" attitude when talking about your non-technical coworkers and stakeholders. Communicating results is an insanely important skill. If you can't communicate to someone non-technical, the problem isn't with them, it's with you. I write reports on the same results (albeit different reports) to technicians without associates degrees who just want to do their jobs, colleagues with PhDs who are really interested in the science, and upper management who primarily care about $$$. Communicating is possibly the single most important skill you can learn. It's worth the time.

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RookyNumbas•

Forget about data-based justification.

If your projects were to go well, how would the non-technical stakeholders lives improve? Would they make more money? Would their jobs get easier? Would they have good stuff to show their boss? Figure that out and it should be an easy sell.

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VeronicaX11•

Things that get measured, get better.

If you aren't using your data, it's just wasted opportunities.
Right now you have a bunch of data, and nobody using it. One of the reasons is because it takes huge groups of people managing all the data by hand and it wastes a ton of time. Offer to automate parts of this process, or take their manual efforts and curate into something that makes them feel like all this effort isn't wasted.

At the end of the day, your boss decides what is important. So instead turn the question back to him: "I'm really good at digging through data, and figuring out what our customers want/need/etc. I know the tracking system we discussed might not be the right way to go... but what kind of problems DO we need to fix right now?"
They will probably give you an opportunity to work on something that already has a greenlight of approval, or at the very least get them to start thinking about it.

If they can't come up with an answer soon, then they don't know what data science is. Offer to explain 2-3 things you could do with it, and call it an "initiative". Then you can present some of it's findings at an upcoming board meeting or something.

3

If your boss isn't technical, talk to them from an angle they understand: P/L.

Start quantifying the current day profits and losses associated with some problem. Then try to realistically guess how much you could either increase that profit, lower a cost, or both using your skill set applied to that problem.

You don't need to tell them your method. You don't need to even mention a model. You don't need to get technical at all. In the academic environment you spend a lot of time defending your methods, but in business environment they don't care about your methods because they assume you know what you're doing and it's YOUR ass if you don't deliver.

Lots of data scientists I run into are pretty brilliant, but they suck at explaining why their work even matters from a business perspective. Lots of non-technical people don't buy into DS, modeling, AI, etc and that's fine. Many people think DS teams just go research useless or estoteric problems -- and that's the fault of the DS team for not properly communicating.

If someone can't distill a problem into a simple P/L statement and then show how your work can help that equation.... then that's a problem. I think that's where you should go.

3
jc4991•

Not sure what non-technical has to do with it. If you're talking in technical terms, you are barking up the wrong tree. What they want is for to explain how what you built (or will build) will contribute to the bottom line. They need to see results in an easy to understand way and not have the process explained.

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sean_d_mooney•

Hi - at the University of Washington faculty are very interested in improving informatics and data science fluency for non experts. My advice is to start with their problems and ignore the technology initially. Business solutions always resonate and iterating on what's possible with what's useful will help bridge the gap.

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mpbh•

To find the projects, you need to deeply understand the problems they are facing. Is it lack of growth? Attrition? Margin? A declining market? Ask them what keeps them up at night. Ask them what their boss is worried about. Dig in, get the details, empathize. Be a partner rather than a corporate function.

Once you have your project and complete your first iteration, how you present is very important. If you have colleagues who can provide feedback before you go to your stakeholder, it can be very helpful both for the feedback and general presentation practice.

When you present to your stakeholder, don't start with the data, but have it in your back pocket to answer questions and illustrate key points. Recap the problem that you tackled for context, and give them your recommendation on what to do. Explicitly tell them your recommendation. Listen to their questions and reactions, and make sure you are keeping an open mind to what they say.

If your recommendation resonates, offer to help them present your recommendation to whoever has the ability to execute on your recommendation. Work with them to justify the recommendation. Team with them. They can help you bridge the gap between the data and the business.

Most likely your recommendation will not resonate during the first iteration. If your recommendation doesn't resonate, try to understand why. Don't throw data at them to try to change their mind. Make sure you understood the problem. Ask them what kind of recommendation they might be looking for (you should probably do this during the initial scoping as well).

Tell them you'll take the feedback and iterate. Repeat until you agree on the recommendation, or you realize your time is better spent on another problem.

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