Case Study

Case Study

How a microfinance major used advanced visualization approach for its survey analytics

Services

Data Engineering, Visualization, Web Embedding, Survey Analysis

Services

Data Engineering, Visualization, Web Embedding, Survey Analysis

Services

Data Engineering, Visualization, Web Embedding, Survey Analysis

Industry

Social Sector

Industry

Social Sector

Industry

Social Sector

Website

Website

Year

2020

Year

2020

Year

2020

survey analysis
survey analysis
survey analysis

A global consulting firm working in economic inclusion space wanted to get insights from their survey data and wanted to present a visualization with a compelling storytelling. They came to us looking for a way to go beyond being just “visualization” and build something that the audience actually looks at and derives insights from.

"We had the product, but not the playbook. The team gave us direction, strategy, and the confidence to aim higher. Seeing our lamp on the shelves of stores we grew up shopping in was surreal. Now we’re not just a product — we’re a brand people love."

Client needed to make sense of complex survey data scattered across multiple formats: Unstructured Excel and Google Sheet along with data from Secondary public datasets

The data was rich in demographics and policy-related insights, but hard to work with and harder to visualize.
There was no internal data visualization capability and the team required support to design and deliver outputs that could be understood by policymakers and public stakeholders.

Our approach

We partnered with the client to deliver an end-to-end data visualization solution.

  • Data Engineering: Cleaned, structured, and integrated survey and secondary data

  • Visualization: Developed insightful dashboards in Tableau that highlighted key findings in an intuitive way

  • Design: Carefully matched fonts, colors, and iconography to align with the report’s theme and audience

  • Collaboration: Worked closely with the client’s web team to develop a lightweight, responsive embed code for seamless website integration

.

Client needed to make sense of complex survey data scattered across multiple formats: Unstructured Excel and Google Sheet along with data from Secondary public datasets

The data was rich in demographics and policy-related insights, but hard to work with and harder to visualize.
There was no internal data visualization capability and the team required support to design and deliver outputs that could be understood by policymakers and public stakeholders.

Our approach

We partnered with the client to deliver an end-to-end data visualization solution.

  • Data Engineering: Cleaned, structured, and integrated survey and secondary data

  • Visualization: Developed insightful dashboards in Tableau that highlighted key findings in an intuitive way

  • Design: Carefully matched fonts, colors, and iconography to align with the report’s theme and audience

  • Collaboration: Worked closely with the client’s web team to develop a lightweight, responsive embed code for seamless website integration

.

Client needed to make sense of complex survey data scattered across multiple formats: Unstructured Excel and Google Sheet along with data from Secondary public datasets

The data was rich in demographics and policy-related insights, but hard to work with and harder to visualize.
There was no internal data visualization capability and the team required support to design and deliver outputs that could be understood by policymakers and public stakeholders.

Our approach

We partnered with the client to deliver an end-to-end data visualization solution.

  • Data Engineering: Cleaned, structured, and integrated survey and secondary data

  • Visualization: Developed insightful dashboards in Tableau that highlighted key findings in an intuitive way

  • Design: Carefully matched fonts, colors, and iconography to align with the report’s theme and audience

  • Collaboration: Worked closely with the client’s web team to develop a lightweight, responsive embed code for seamless website integration

.

The results

The transformation was dramatic:Extracted and transformed multi-source data into a unified, analysis-ready format

  • Created interactive Tableau visuals emphasizing key demographic and policy insights

  • Ensured visual consistency using themed color palettes and flaticon-style elements

  • Embedded final visuals on client’s website via custom iframe setup, ensuring accessibility across devices

Testimonial

"We had the data, but not the foresight. The team gave us direction, strategy, and the confidence to aim at the right spots. We were able to create not only high quality visuals but something that the audience actually engaged with."

Demonstrated Expertise

  • Specs don’t sell, stories do: Customers care about how products fit into their lives, not just the tech behind them.

  • Even unstructured survey data can be transformed into powerful visual narratives

  • Close collaboration between data and web teams ensures seamless user experience

  • Consistent design and visual language enhances credibility and comprehension

  • Building client capacity ensures lasting impact beyond the initial project

Ready to Solve Similar Challenges?

Let’s talk. Reach out to us on support@klaymatrix.com

The results

The transformation was dramatic:Extracted and transformed multi-source data into a unified, analysis-ready format

  • Created interactive Tableau visuals emphasizing key demographic and policy insights

  • Ensured visual consistency using themed color palettes and flaticon-style elements

  • Embedded final visuals on client’s website via custom iframe setup, ensuring accessibility across devices

Testimonial

"We had the data, but not the foresight. The team gave us direction, strategy, and the confidence to aim at the right spots. We were able to create not only high quality visuals but something that the audience actually engaged with."

Demonstrated Expertise

  • Specs don’t sell, stories do: Customers care about how products fit into their lives, not just the tech behind them.

  • Even unstructured survey data can be transformed into powerful visual narratives

  • Close collaboration between data and web teams ensures seamless user experience

  • Consistent design and visual language enhances credibility and comprehension

  • Building client capacity ensures lasting impact beyond the initial project

Ready to Solve Similar Challenges?

Let’s talk. Reach out to us on support@klaymatrix.com

The results

The transformation was dramatic:Extracted and transformed multi-source data into a unified, analysis-ready format

  • Created interactive Tableau visuals emphasizing key demographic and policy insights

  • Ensured visual consistency using themed color palettes and flaticon-style elements

  • Embedded final visuals on client’s website via custom iframe setup, ensuring accessibility across devices

Testimonial

"We had the data, but not the foresight. The team gave us direction, strategy, and the confidence to aim at the right spots. We were able to create not only high quality visuals but something that the audience actually engaged with."

Demonstrated Expertise

  • Specs don’t sell, stories do: Customers care about how products fit into their lives, not just the tech behind them.

  • Even unstructured survey data can be transformed into powerful visual narratives

  • Close collaboration between data and web teams ensures seamless user experience

  • Consistent design and visual language enhances credibility and comprehension

  • Building client capacity ensures lasting impact beyond the initial project

Ready to Solve Similar Challenges?

Let’s talk. Reach out to us on support@klaymatrix.com

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