Showing posts with label design. Show all posts
Showing posts with label design. Show all posts

Monday, November 30, 2015

7 tools to make your online Sustainability Report dance

Who doesn't like dancing? A dancing Sustainability Report is one that has great content and is presented so creatively that the content just dances right out at you. The online environment is your dance studio. Of course, you need fabulous dance instructors to turn your Sustainability Report in to a dancing report.

As a consultant and writer, my focus is primarily on the content of Sustainability Reports. Getting a balance of content and crafting the narrative is a thrilling part of the work. I love it. That's me, still a proud reporting geek. An important part of my work, however, is going beyond the content to engage with the graphic designers who put it into a form that is navigable, digestible and aesthetic and helps the report dance. This is no easy task. I am often mind-blown by the creative skill of the designers. Our interface is usually at the beginning and at the end when we are working with clients' in-house or external design teams:

At the beginning: At the conceptual stage, once we have an idea about the focus of the report content and the key story for the reporting year, it's important to check in with the designers to make sure we are all aligned - and to help us prepare the content in a way that takes advantage of the possibilities and acknowledges the limitations of the selected report concept and format. Use of infographics, presentation of quotations, use of boxed text, dynamic presentation of charts and graphs...there are a million ways to do different things with words and numbers - it's important to set expectations up front and agree initial directions for key design elements early in the process. 

At the end: Once 95% of the content is ready to go (it almost never gets to 100% at this stage), we shoot it to the designers. Then begins the long process of back and forth as we proof and reproof and check and recheck. Our role as overseers of the reports is critical at this stage. Aside from technical errors, which always happen (charts get inverted, dates get jumbled, pages get omitted, paragraphs are in the wrong order, letters are capitalized when they shouldn't be, all sorts of weird things happen in converting the content), designers do not always understand the nuances and critical context of the report content and therefore may select imagery that is totally inappropriate. We need to pick that up and oversee the integrity of the design in all of its different facets. This is often a challenge and, depending on the experience of the design team, can have us tearing or hair out - or gorging on triple chocolate fudge ice cream from early morning right through till late evening. And weekends.

The challenge is amplified when you are designing for the online environment. That's why I so appreciate and admire the work of my long-time friends Thomas Rosenmayr and the team at nexxar. They have a way of creating online reports (annual reports and sustainability reports - but I refer here mainly to the latter) that turn content into experience, text into narrative, numbers into pictures and a report into an event. nexxar's claim to fame is designing for online. They make reports dance. While PDFs remain an essential tool, especially for off-line use, nexxar has mastered and even championed the online environment for sustainability reporting.

Thomas says: "When we started our business we looked for a name that incorporates our aspiration to shape the future of corporate reporting. nexxar is an abbreviation for your next Annual Report. The .com domain attached to nexxar is a vital part of our company name. It stands for both our digital focus as well as our multinational business concept. Ever since we started, nexxar has devoted itself entirely to the topic of digital reporting. Since 2003 we have published more than 500 online reports, in our early days most of these reports were financial but nowadays half of the are Integrated or Sustainability Reports. Our mission is to develop digital reporting solutions that embrace technology for the benefit of its users as well as our clients. We believe the web is not just another communication channel to push content via PDF originally designed for printing. A good digital report does not just convert data but reshapes the messages to work non-linear as well as on screen and adds value through interactivity, multimedia and hyperlinking."

For a long time now I have been meaning to showcase some of nexxar's work here on the CSR Reporting Blog. The time has come. Here's a selection of some nexxar's report creations and how they dance. 

Dancing Value Chain

Thomas says: "Using a clickable value chain is one of the best ways to get users right into the content of the report."

See this example from The Linde Group in its CR Report 2014.

In this report, online opens up with this overview of the value chain. Each element is clickable and takes you to the specific report content belonging to that click. For example, clicking on "25 million" (gas cylinders - the most commonly used form of packaging) takes you to a page on raw materials where you can find all relevant disclosures including clickable cross-references to GRI and UNGC indicators. The report is seamlessly navigable, with more about >> links for those who want more about, and side and top menus so that you never forget where you are. 


From any page you can one-click to all Linde's key figures, cleanly laid out in table covering 5 years' performance




Dancing charts

Thomas says: "An interactive charting tool certainly is one dimension that digital can bring to the table to engage your audience. From what we can see in our statistics, this tool is very well received by web users."

Dynamic responsive user-driven interactive charts and tables have become somewhat of a signature feature of  nexxar's online creations. You can play around with numbers in charts, graphs and tables and totally enjoy the fun of seeing numbers miraculously appear in so many different ways. Such charts make the data so much more accessible.  Here are a few examples:






Dancing Storytelling

Thomas says: "Engaging digital storytelling needs to be done different for the digital space "

See this example from Metro in its 2013-2014 Corporate Responsibility Report.


Metro Group's Report is clean and spacious and guides you to key content for heavy report users right from the report home page. The report has five main content sections called "spheres of action". The storytelling approach is done through short personal insights from key people in the Metro Group. Each shares a personal story about a sphere of action. The following section then details the company's progress and performance in this area. 




Dancing materiality

Thomas says: "Interactive materiality index enables you to click on the legend  to select / deselect issues. "

See this example from Legal and General in its 2014 Corporate Responsibility Report. L&G presents a rather full materiality matrix. To help the reader navigate this online, you can click on each of the dots and get a pop-up that tells you what it's all about.


In addition, there is a clickable list of material impacts that take you directly to the relevant content.


And the home page of the report has clickable drop-down menus that take you to any part of the report at the click of a click.




Dancing home page

Thomas says: "The home page of the online Sustainability Report should guide readers to interesting content. "

See this example from SNAM's 2014 Sustainability Report


Another nice online feature of SNAM's report is the download center where you can download all or bits of the report and/or go straight to the hyperlinked GRI content index. Navigation at its best.



Dancing gallery

Thomas says: "Photo galleries are a great way to draw attention to great stories."

See this example from  Merck Group's 2014 Corporate Responsibility Report

This photo gallery is a great way to attract the reader to the relevant stories in the report. When you click on a black and white image, it suddenly goes technicolor and the screen below jumps to the story narrative. 

Dancing GRI Content Index

Thomas says: "Interactive GRI Index actually is the perfect fit for the web, sometimes I think GRI invented this index for online usage. While in a print based document the indicators are referenced by page numbers, within the web version these are converted to hyperlinks leading you on-click to the right spot not just within the Sustainability Report but also to the Annual Report or any other website providing the necessary information."

See these examples:




(this is a UNGC index against the 10 principles)

The concertina GRI Content Index that expands and contracts to let you decide how much content you want to see, with content hyperlinked to the report sections, really makes navigating to selected content a pleasure. 


I couldn't let Thomas off the hook without asking him a few more questions about nexxar and online Sustainability Reporting.

When you co-founded nexxar in 2003, sustainability reporting was just getting started. Also, the online environment was hardly as expansive as it is today. 12 years on, did you expect that you would become a champion of online sustainability reporting? How did you make that happen? 
Thomas says: "I think what you end up with on a long-term scale is never fully congruent with your original plans. When we started business, I wasn't so much aware of Sustainability Reports. But wanted to have an impact on corporate reporting. As our service is quite specific, right from the beginning, our clients have been large multinational corporations who forced us to fully focus on quality and innovation. The early days of the Internet opened up this great opportunity for nexxar as a tiny start up offering a service that large corporations could not fulfil internally. Defining clear goals with our clients right from the beginning is key for our long-term success. And over time lot of companies understood that the web is the perfect communication channel for sustainability matters. Main advantages are the global reach combined with a very efficient use of resources as well as the two-way communication to truly engage with their audience." 

What do you find most challenging in designing Sustainability Reports for online reading? 
Thomas says: "The dominant mindset still thinks in pages. Almost all content is created on paper based software like Word. Not only text but also images, graphs, diagrams or even tables are designed to fit on portrait format. To convert this content later on for a screen based viewport will always have its limitations. How can you transform a business diagram or management picture to change from portrait to landscape format? Other issues include contrasts of images, fonts or content structure. Sometimes it's impossible to generate a usable navigation for multi-page textual wasteland. Online we need a clear hierarchy as well as teaser content on main pages providing users a clear understanding where to continue their journey. In our lab we present some of the most important do's and don'ts when editing contents for the web "  

And what do you find most satisfying? 
Thomas says: "Sustainability Reports do not have regulatory restrictions like financial reports. They are more flexible when it comes to designing content for digital. When involved right from the beginning there is a lot of positive impact that is possible for the digital report. Also people involved in sustainability are way more more web savvy. The web is perceived as a chance for sustainability not as a threat against traditional communications. As a result, we see adoption to web techniques like using a CMS to compose content easier (see more information on our online first approach) .  

When you start work on a new sustainability report for the online environment, what are the three non-negotiables you present to your client? 
Thomas says: "That's a difficult question. We see ourselves as providers of a high level service. There are some high level no-go's for us. For example, we do not white label our work through other agencies. We see the direct contact to our clients being essential for the quality of our reports as well as for our own satisfaction. We live for what we do. On the other hand, our clients have their own views or needs and we fully respect this. Three things we see as indisputable for a usable online sustainability report would certainly include: 
  • Web based navigation that provides individual structure with sublevels 
  • All content needs to be presented in HTML to be fully accessible 
  • Responsive design, so the layout adopts flexible to the screen width of the device used."


Rounding off, I love the work that nexxar does to make sustainability disclosure more accessible. If you haven't selected your providers for your first or your next Sustainability Report, using expert providers such as nexxar for design and Beyond Business (ahem, couldn't resist) for content is a sure way to make your report dance.  


elaine cohen, CSR consultant, Sustainability Reporter, HR Professional, Ice Cream Addict. Author of Understanding G4: the Concise Guide to Next Generation Sustainability Reporting  AND  Sustainability Reporting for SMEs: Competitive Advantage Through Transparency AND CSR for HR: A necessary partnership for advancing responsible business practices . Contact me via Twitter (@elainecohen)  or via my business website www.b-yond.biz   (Beyond Business Ltd, an inspired CSR consulting and Sustainability Reporting firm).  Need help writing your first / next Sustainability Report? Contact elaine: info@b-yond.biz  

Tuesday, July 15, 2014

120 Sustainability Report infographics

Trending: infographics in sustainability reports. As our collective attention spans contract to the point where a quick glance at anything competes with the multitude of quick glances that determine the way we process content today, sustainability reports are catching up. Not yet quite at the level of being written in tweets and hashtags, any self-respecting sustainability report in the current visual age must nonetheless convert messages into pictures, numbers into equivalents, good and bad into ticks and crosses, ideas into light-bulbs, communities into talking heads, environment into leaves and globes and "more info" into magnifying glasses. Icons, arrows, bullets, spotlights, avatars, logos and all things digitally visual are good game in the new era of sustainability inforeportographics. 

What is an infographic? I found this neat description on Visual.ly:

"They're data visualizations that present complex information quickly and clearly. Think of maps, signs, and charts used by statisticians or computer scientists: Wherever you have deep data presented in visual shorthand, you've got an infographic. Infographics are important because they change the way people find and experience stories -- especially now, when more and more infographics are being used to augment editorial content on the web. Infographics create a new way of seeing the world of data, and they help communicate complex ideas in a clear and beautiful way."

By the way, you can find a great sustainability concepts infographic page on Pinterest, curated by the brilliant Julie Urlaub of Taiga Company. Some are really really really nice.

However, as with reports themselves, there are good inforeportographics and there are bad inforeportographics. What makes an infographic better than the rest? I haven't found a conclusive answer to that one, but I did find the best 83 infographics on the web, published by Creative Bloq last year. There you can find infographics about everything imaginable, including the Apple Tree, depicting Apple products through the ages, Twitter psychology, an interactive infographic to calculate the distance to Mars, Superman costume changes over time (one for my 12 year old son, a Superman wannabe), the current state of social networks (this time for my 16 year old daughter who even dreams in Whatsapp)  and even a sustainability related infographic about the growth of green technology from the World Bank. After reviewing all of these infographics, I am now an expert haha!  The things that I look for in an inforeportographic are:

  • I get it - it's quick and easy to understand
  • I love the colors
  • It's really creative
  • It's compact
  • I don't have to squint to read it
  • It complements the report narrative well

There are a few distinct types of infographics that we can find in sustainability report. First, the most popular, are the ones that summarize performance highlights across a range of metrics, hoping that adding a few icons to the numbers will make the numbers more palatable. Then there are those infographics that turn simple graphs into works of art - so fifty thousand people becomes lots of little talking heads all across the page, or $50,000 becomes loads of little money bags. Other popular graphics are used to show the supply chain, or the value chain, in a cool way. Then there are infographics that tell stories, supporting case studies in reports, or trying to. Finally, there are infographics that do nothing more than add color to a page or highlight a number or two in big and bright colors.

Here's a collection of 120 infographics of all shapes and sizes from 23 reports of all shapes and sizes. If it doesn't add up to 120, blame Blogger. I also looked at more than one hundred other reports in order to make this selection, and could have looked at hundreds more. So if I have missed any really really really great designs, well, sorry.


I sometimes think that infographics were invented in Japan. Maybe they were. It's hard to find a Japanese sustainability report that doesn't infographicize almost every topic on almost every page. Ajinomoto is one of my favorite Japanese companies and reporters. This 132 page report uses every possible infographic technique available, ranging from the simplest set of numbers to the most complex technical descriptions, and from the use of designed visuals to actual photos. Case studies are also presented in part-narrative, part-graphic part-photo format. It's an inforeportographic combo that is a microcosm of the total infographic content of almost all the other reports I have reviewed. On the whole, it's nicely done. The infographics by and large add value to the narrative and help create focus which, in a report crammed with information, breaks up the narrative and adds a little breather here and there. Most of the graphics are interesting, and cleverly done. I have selected only a few - there are looooooaaaaads more.













This is the only report I found that really uses real genuine exactly-what-you-mean-by infographics as an art form in this sustainability report. There are several really interesting and creative graphics presented in the report that you need to view in full online. The screenshots in the report are not very legible. Of the hundred and more reports I reviewed to prepare this post, this is the only one with a real infographic set, rather than inforeportographics that are prepared specially for reporting and are far less complex. Nice touch.  






I had to cover Asus because for years I have used only ASUS laptops for me and my team at Beyond Business. I just think they are the best. There's nothing nicer than getting a new ASUS. I love laptops. Oops, I digress. ASUS also designs a nice sustainability report with a few well chosen infographics. Not quite as heavilly laden as most Asian reports, but well-spaced and well-placed.










Couldn't do such a loooong post without any ice cream at all. Ben & Jerry's is one of the original CSR reporters, and their current reporting style is one long scroll-down, with a few links to extended stories. However, graphics play a part and even the title is a sort of inforeportographic. The performance graph is nicely creative, complete with bananas, cage-free eggs and chunks and swirls.






Not really much to learn from this report in terms of infographics aside from a few oilrigs, a terminal hub and lots of data points throughout the report accompanied by an icon in a circle.  But I was interested in learning a bit about Azerbaijan so I decided to take a look. 







Coca Cola always designs a great report, or designs great a report. Whatever. Fun, bold colors, bold graphics that well suit the brand and its message. Inforeportographics in this report make it more fun to read. They are used primarily to pull out the hot numbers in different sections, through there are a couple that are about processes, such as a nice colorful supply chain diagram. A small selection below from a larger collection in the full report.















Comcast's report is low-key infographically-speaking. Just two basic designs, with simple stat pull-outs. One has icons, and one has icons and photos. They are mainly separate from the narrative, on landing pages, so they don't really hit you between the eyes. The text-to-number ratio in the visual is more info than graphic, which sort of defeats the purpose. I didn't trouble myself to read the small print, so I was sort of left with a load of unconnected numbers in my head. Not sure I understood how all the icons connected to the numbers. A few examples here:




The Cooperative Group report is not one designed around infographics, through the narrative is supported by small pull-out boxes and captioned photos that illustrate the narrative and catch the eye. There are a couple of pull-out stats infographics at the start of the report, but where this report comes into its own is with two really creative infographics that show how the green store model works and how the distribution center model works. These are fun to explore. You have to read them at 200%, but it's a little compelling. The design makes you want to know what's going on in that green store, and how that distribution center really did earn its "excellent" BREEAM rating.







Delhaize's report is designed with a simple straightforward appeal and it's clear to read and understand. The design complements the overall tone of the report. Delhaize has icons for every part of the sustainability program and target subset. The use of infographics is equally simple and neatly done. Just a few, but just enough.







The summary download report from EMS is pretty much all narrative and pretty much no graphics and no color. With one exception. This inforeportographic. It covers the material issues and a selected fact per item. It may be good as a sort of cheat-sheet for people who work at EMC, but for me, it's somewhat hard to read and the flow doesn't really flow. The graphics don't really tell a clear story, and I had to enlarge to 250% to actually read the explanations on-screen. (OK, maybe it's time for a new pair of glasses).


Everest Textiles's report is a bit of a design pick'n'mix, with no clear theme for the design element, and therefore the small selection of infographics, mainly used to explain technical concepts are individual and not part of a coordinated design theme. As singles, however, each one tells the story it needs to tell, in its own way. 
 
Question: What do 51 little round purple blobs have to do with ISO 14001 certification? Answer: Ask the FedEx Citizenship Report designer. Haha. I am sure there's a sophisticated design thought in there somewhere, but it's out for lunch at the moment. FedEx doesn't go overboard on infographics, just on little round purple blobs. 







This legal firm's report is nicely done with quiet but effective use of infographics. The title page is a hyperlinked contents infographic, and the different chapters use big-block graphics to summarize key elements. In most of the infographics, the sub-text is large enough to read without squinting. Worth noting that all women have square shoulders at Freshfields, apparently. In my view, good use of visuals in this report, in the whole.











H&M is another reporter I have tracked over the years as part of my interest in the apparel sector. In general, I like what H&M has been doing in the garment industry and feel the company has made progress, despite the issues we can take up with fast fashion on a range of scores, yes, including Bangladesh. Reporting-wise, H&M has been getting more focused and I like the use of garment infograhics that tell you what's going on with the shirt you wear and the dress you take off the hanger. Aside from this, H&M uses the highlight pull-out big-number stats approach, and a couple of diagrams to explain key concepts. Nicely done, in my view. 












Kingfisher explains its net positive strategy and progress in a nicely visual way, with a main infographic that shows the path to Net Positive in each section. Same style and design, different themes, the graphics are attractive and make you want to read the fine print, of which, thankfully, there is not too much. Kingfisher even has an infographic footnote about infographics.




















A great report with great inforeportographics. Thank you to colleague Derryn Heilbuth of BWD Australia, who worked with Lion to help create this report. This report uses infographicism to introduce main chapters and provide an overview of what's to come. The design blends with the report style and overall look and feel. In addition to the overview info's, clever use of design helps make sense of stat bundles. A little packed, they are nonetheless quite engaging graphics, making you want to pause and check them out.










Microsoft hasn't gone overboard with inforeportographics, just a couple on energy and emissions, and one or two less complex representations. Terracotta army features here too in the form of lots of little lookalike volunteers.  







For a technology company, Mindtree's infographics all have a decidedly (surprisingly) spiritual feel. They are all circular and softly designed, subtly calming and smooth. Lots of icons in circles. Infographics here are used to explain concepts and processes, not numbers and statistics. 







Raffeisen Bank's use of inforeportographics is focused and clever. There are five main well-developed graphics, all following the same design line, which also aligns broadly with the design colors of the bank. In addition to a simple overview graphic, there are four invested visuals representing each of the four pillars of the bank's CSR approach and report chapters, showing key data and highlights from the year. Busy but not overly so, colorful but not overly so, infographics complement the report content effectively. I like this!









The 2013 Safeway report is a serious inforeportographic global league contender with a highly polished infographical approach. It opens up with a page of performance highlights, followed with a suite of smaller graphics for different purposes in the report. Some of them work well, some work less well. The icons are well-considered and a little more creative than the stock-icons that many reports just grab so they can stick something next to a number. On the other hand, infographics with line after line of little boy and girl figures, a bit like the Terracotta Army, to represent hundreds of thousands of employees, make me wonder if the designer has a penchant for ancient history. The infographics in this report work well within the overall report design, and help make the report appealing and accessible, just in case any Safeway customers might want to take an interest. I hope they do.








The Starbucks progress update report is fairly low-key design-wise and focused on a simple update of achievements against multi-year goals. Most of this 28-pager is narrative and a few photos, and there are just a couple of small process descriptor inforeportographics, each with circles and arrows. What gets this report on the infographic map, though, is the clever use of design in the progress update charts. Each chart has a little simple but clever visual twist that makes it just a little more attractive than a straightforward numbers bar-chart. I have included a few below but there are more that are worth checking out.








Not too much in the way of infographics in this report, but there are a few functional infographics that help us get past some of the technical aspects of the sustainability management and the mining industry.  I like the water inputs and outputs diagram, hidden inside a green mountain. This report is mainly green, as you may have noticed. 







Oh dear, it's the Terracotta Army again. Only one other infographic in this report. The rest is narrative.





That's all folks!
For now....


elaine cohen, CSR consultant, Sustainability Reporter, HR Professional, Ice Cream Addict. Author of Understanding G4: the Concise guide to Next Generation Sustainability Reporting  AND  Sustainability Reporting for SMEs: Competitive Advantage Through Transparency AND CSR for HR: A necessary partnership for advancing responsible business practices . Contact me via www.twitter.com/elainecohen   or via my business website www.b-yond.biz   (Beyond Business Ltd, an inspired CSR consulting and Sustainability Reporting firm
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