Working with a national wellness incentives company, we learned that they were facing challenges communicating the value of their programs, and differentiating their approach to wellness. They had an immense amount of data collected across multiple programs, and due to the complexity and interrelated components of the programs, the outcomes were difficult to present. Reams of data were summarized in the tabular fashion, making it difficult for their clients to easily see trends or spot opportunities. This reporting not only limited their ability to tell an effective story to their clients but also hampered ongoing program effectiveness and metric tracking.


We examined their data to uncover trends and patterns and discovered that certain metrics, had more frequent movement while other healthcare metrics were slow to change.  By decoupling these from each other, we were able to recommend a layered approach to demonstrating value by removing short-term focus on metrics that would typically take longer to move. In addition, we recommended limiting reporting on fewer key metrics that could be represented in a manner that was more visually compelling yet still effective at telling the important story that the wellness programs were effecting positive results.

We applied modern visualization approaches to creating an output that had more movement and was easy to interpret. Being able to show movement along a few critical factors that could be regularly measured and reported provided a more dynamic interface and an opportunity to meet with their clients more regularly. For example, the graph below shows members who were active in a walking program. The design makes it easy to see the green wave that demonstrates users moving into higher activity categories after two quarters as measured by the number of steps taken by participating users.



Understanding what metrics to demonstrate and showing them in a compelling manner achieved the goal of getting this client more connected with its constituents.  It removed the onus of establishing a purely financial ROI metric that was difficult to quantify and replaced it with a set of measure that could change and program effectiveness.  Our goal was to ensure that we focus on a few key metrics and show them the movement or change through our visual graphs and charts. We moved away from their tabular approach to a much cleaner and easier representation of their data.  For example, the shorter-term outcomes of a nutrition program can be seen below:

A lot more employees are eating healthy


While the longer-term benefits such a lowered cardiovascular risk, can be shown in a more static “heat-map” that nicely shows the distribution of risk scores, which don’t change that frequently over time.