How to use infographics to explain complex processes

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In today’s fast-paced world, businesses, educators, and organizations are tasked with presenting information in ways that are engaging, digestible, and easy to understand. Complex processes—whether related to a product, service, scientific principle, or system—are often difficult to convey with traditional text-based explanations. This is where infographicscome into play. Infographics, combining visuals and text, simplify intricate ideas, reduce cognitive overload, and help audiences grasp difficult concepts quickly and easily.

Infographics are particularly effective in explaining complex processes because they visually break down information into digestible chunks, use metaphors or visual cues for better understanding, and engage audiences by presenting the information in a more appealing and memorable way.

In this guide, we will explore how to use infographics effectively to explain complex processes. We will cover the principles of creating effective infographics, how to select the right infographic style, and provide tips and strategies for successfully simplifying and communicating challenging concepts.

1. Understanding the Power of Infographics in Explaining Complex Processes

Before diving into the how-tos of creating infographics, it’s important to understand why infographics are so effective in simplifying complex processes. Here are some key reasons:

i. Visual Clarity

Humans process visuals 60,000 times faster than text. Our brains are wired to understand shapes, patterns, and colors much faster than reading through blocks of text. Infographics leverage this innate advantage by combining images, icons, graphs, and colors to explain processes more efficiently.

ii. Reduction of Cognitive Overload

When presented with too much information, especially in dense text formats, the brain tends to get overwhelmed. Infographics simplify content by reducing the cognitive load on the viewer. With well-designed visuals, the audience can absorb key points more easily without feeling bombarded by information.

iii. Storytelling and Structure

Infographics can be used to tell a story. Instead of listing facts or presenting steps in isolation, you can build a narrative that makes sense from start to finish. By organizing the process visually, infographics provide a clear progression and guide the viewer through the various stages or steps involved in a complex process.

iv.  Better Retention

Visuals are more memorable than text. Studies show that people retain 80% of what they see and do, compared to just 20% of what they read. When explaining a complex process, presenting information in a way that sticks—using imagery, illustrations, and symbols—improves the chances that the audience will remember the process.

v. Increased Engagement

Infographics can break down complex information into fun, interactive, and engaging formats. The combination of colors, shapes, and visuals draws attention and keeps the audience engaged. A well-crafted infographic can transform a dry, difficult-to-understand concept into something interesting and dynamic.

2. Steps to Create Effective Infographics for Complex Processes

Creating an infographic that effectively explains a complex process is not just about being visually appealing; it requires careful planning, structure, and design choices. Follow these key steps to create infographics that are both informative and engaging.

i. Identify the Core Message

The first step in creating an infographic is to define the process you want to explain and clarify the message. What is the key takeaway? What process do you want to simplify? Understanding the core message of the process will help guide your decisions in structuring and designing the infographic. Consider the following:

  • What’s the objective of explaining the process?
  • What are the key points that need to be conveyed?
  • What is the end result or outcome of the process?

ii. Break Down the Process Into Steps

Complex processes can often be broken down into simpler components or stages. Identify the key steps in the process and list them in sequential order. The process should flow logically so that users can follow along without confusion. This is particularly important for processes with multiple stages, such as the product lifecycle, troubleshooting steps, or project management phases.

For example, if you were creating an infographic to explain the process of applying for a visa, you would break the process down into stages such as:

  1. Gather required documents
  2. Fill out the application form
  3. Pay the application fee
  4. Schedule an interview
  5. Wait for approval

By breaking down the complex process into manageable chunks, you can ensure that each step is clearly defined and easy to follow.

iii. Determine the Visual Elements

The next step is deciding how you will visually represent the information. Choose visual elements that match the complexity of the process and that will enhance understanding. Consider the following options:

  • Icons: Use simple, recognizable icons to represent different stages or actions. For example, a checklist icon can represent document submission, and a clock icon could indicate a waiting period.
  • Arrows and Lines: Use arrows to indicate the direction of progression through the process. Arrows can show steps that follow each other in sequence, or they can help demonstrate cause-and-effect relationships between stages.
  • Graphs and Charts: If the process involves statistics or metrics (e.g., performance tracking, sales funnels), use graphs and charts to present that data in a visual format. For example, a funnel chart could help illustrate stages in a sales process.
  • Color Coding: Use different colors to distinguish between different stages or categories of the process. For example, use green for the first stage (initiation), yellow for the middle stages (action), and red for the final stage (completion).
  • Flowcharts and Diagrams: Use flowcharts for more technical or decision-based processes. These diagrams help simplify decision-making paths by visually representing each potential outcome.

iv. Simplify the Information

When designing infographics, less is often more. The goal is to make the information digestible, so avoid overloading the graphic with excessive details. Focus on the most important points, and use visuals to support the narrative rather than clutter it with unnecessary information.

Consider simplifying each step or stage by using short, clear text with corresponding visuals. If there are too many technical terms or jargon, try to replace them with simpler language or use metaphors to make them more relatable. For example, instead of saying “completing KYC verification,” you could use an icon of an ID card and a simple label like “Verify Identity.”

v. Make It Scannable

Infographics should be easy to scan quickly. Most people skim through content rather than read it word-for-word. To accommodate this, use clear headings, short descriptions, bullet points, and a logical flow. Avoid long paragraphs of text—use just enough copy to explain each step clearly.

Designing the infographic to be scannable involves considering the following:

  • Use hierarchical text: Large, bold headings for the main sections and smaller, detailed text for secondary information.
  • Place the most important information in the upper left corner, where people tend to start reading.
  • Group related elements: Organize similar ideas together in visual clusters to create coherence and flow.

vi. Choose the Right Style for the Process

Different processes require different visual approaches. For example:

  • Step-by-step processes: Use numbered steps, vertical or horizontal layouts, arrows, and progress bars to indicate a linear flow.
  • Decision trees or paths: Use flowcharts or decision maps to show the branching options and outcomes of different decisions or actions.
  • Hierarchical processes: Use tree diagrams, pyramids, or tiered structures to represent processes that build upon each other, such as a business’s product development pipeline.

Each type of process might need a specific style of infographic, so choose one that best represents the way the process functions.

vii. Incorporate Interactivity (If Applicable)

If you are designing an infographic for digital platforms such as websites or apps, consider adding interactive elements. Interactive infographics allow the viewer to click, hover, or scroll through different parts of the process to reveal additional details or insights. This is particularly useful for complex processes that involve multiple layers of information or options that vary depending on user input. Interactive elements can include:

  • Tooltips that explain steps in more detail when hovered over.
  • Clickable buttons or links that take the user to external resources or deeper stages of the process.
  • Expandable sections that allow the viewer to explore different parts of the process as needed.

3. Best Practices for Using Infographics to Explain Complex Processes

To maximize the effectiveness of your infographics, here are some best practices to follow:

i. Keep It Consistent

Maintain a consistent visual style throughout the infographic. This includes fonts, colors, and iconography. Consistency reinforces the structure of the process and helps viewers navigate the graphic without confusion.

ii. Use White Space Strategically

While it’s tempting to fill every inch of space with visuals or text, white space is just as important in making the infographic clear and readable. White space helps break up the content, preventing the infographic from feeling cluttered or overwhelming.

iii. Test and Refine

Once you’ve created your infographic, test it with a small group of target users to ensure they understand the process. Ask for feedback on clarity, readability, and design. Refining your infographic based on this feedback can improve its effectiveness before it’s rolled out to a larger audience.

iv. Provide Context When Necessary

If the infographic explains a particularly complex process, you might need to provide some background context. For example, a brief introductory text at the top or a small “key terms” section at the bottom can help explain any unfamiliar terminology or concepts.

v. Integrate Calls to Action (If Applicable)

If the infographic serves as part of a larger customer journey or process, include a call to action at the end. For example, “Click here to get started,” “Schedule a demo,” or “Visit this page for more details” can help guide users on the next steps in the process.

4. Real-World Examples of Using Infographics to Explain Complex Processes

Several companies and organizations have successfully used infographics to simplify complex processes. Here are some examples:

i. Spotify’s Onboarding Process

Spotify uses infographics in its onboarding process to guide users through setting up their accounts and personalizing their playlists. With a mix of clean icons, progress bars, and short, clear instructions, Spotify simplifies a potentially complex process into easily understood steps.

ii. How a Car Engine Works

Infographics about how car engines work are often used in educational settings to explain a complex mechanical process. These diagrams break down the internal mechanisms of the engine with clear labeling, arrows to show airflow, and step-by-step stages of combustion.

iii. The Water Cycle

The water cycle is another example of a complex process explained through infographics. Educational infographics use simple, colorful illustrations to break down the stages (evaporation, condensation, precipitation, etc.), showing how water moves through the environment.

Conclusion

Infographics are powerful tools for explaining complex processes in a way that is engaging, easy to understand, and memorable. By breaking down the process into clear steps, using relevant visual elements, and presenting information in a logical, easy-to-follow structure, you can transform complicated topics into simple, actionable knowledge. Whether you’re creating educational content, marketing materials, or product guides, well-designed infographics can significantly enhance your ability to communicate complex processes to your audience.