ULTIMATE TRADE NERD GUIDE TO:

AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014

my notes look like this

the combination of

graphics & words

has a communicative power that neither singularly possesses
QUOTE: Mike Parkinson; The Power of Visual Communication ART: Austin Kleon

graphic communication is more ubiquitous than ever

:)

the

CHALLENGE

got visibility?

wheres the opportunity?

difficult to communicate?

lets get

VISUAL

flowcharts are the

BUILDING BLOCKS
of a trade program

clarify whats happening

identify opportunities

communicate

process mapping is a

problem solving
tool

Six Sigma problem-solving formula

Y = f (x)

a perfect

PROCESS
storm

process mapping is a

conversation
framework

collaboration is the new

black

Goal: state objective here

start

who

why ?

what

end
include other people

when

dont take notes take

photos

just

DOCUMENT

swimlane, swimlane, linear & more

start/end

action

standard shapes

question

sub-process

there is an app for that

visio demo

ANALYZE
this

insight without

action
is worthless

see your

BIG (trade) DATA

beautiful

trade data is

Flowcharts = building blocks Conversation framework Problem solving tool Collaboration is the new black Dont take notes take photos There is an app for that Insight without action is worthless Trade data is beautiful

should I map
my process in a

process map for mapping a process

flowchart?
start
yes Identify process stakeholders & host p rocessstorm State objective, starting & ending point Capture actions (whiteboard/ sticky note) Did you get off topic? yes Create a subprocess no no

Nonsense! Yes, you do.

Did you note issues?

no

Go back and do it

yes

Make changes to process

yes

Changes to make?

Analyze/ validate process

Choose app and document flowc hart

Take photo of whiteboard

no

Monitor performance via visual analytics

yes

Issues or improvemen ts to make? no end

AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014

Amy Morgan
amy@iamtradecompliance.com

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