ULTIMATETRADE NERDGUIDE TO:
AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014
mmmmy notes look like y notes look like y notes look like y notes look like thisthisthisthis
graphics &
thethethethe
hhhhas a communicativeas a communicativeas a communicativeas a communicative
QUOTE: Mike Parkinson; The Power of Visual Communication
ART: Austin Kleon
ccccombination ofombination ofombination ofombination of
words
power that neitherpower that neitherpower that neitherpower that neithersingularlysingularlysingularlysingularlypossessespossessespossessespossesses
ggggraphic raphic raphic raphic communication is communication is communication is communication is
more more more more ubiquitousubiquitousubiquitousubiquitous than than than than everevereverever
:)
tttthehehehe
CHALLENGE
gotgotgotgot visibility?visibility?visibility?visibility?
wwwwhere’s the here’s the here’s the here’s the opportunity?opportunity?opportunity?opportunity?
ddddifficult to ifficult to ifficult to ifficult to communicate?communicate?communicate?communicate?
llllet’s getet’s getet’s getet’s get
VISUAL
flowcharts are the
BUILDING
of a trade programBLOCKS
clarify what’s happeningclarify what’s happeningclarify what’s happeningclarify what’s happening
iiiidentify opportunitiesdentify opportunitiesdentify opportunitiesdentify opportunities
communicatecommunicatecommunicatecommunicate
pppprocess mapping rocess mapping rocess mapping rocess mapping iiiissss a a a a
problem -
solvingtooltooltooltool
Y = f (x)Six Sigma problem-solving formula
aaaa perfectperfectperfectperfect
PROCESSstormstormstormstorm
pppprocess mapping rocess mapping rocess mapping rocess mapping iiiis a s a s a s a
conversationframeworkframeworkframeworkframework
black
ccccollaborationollaborationollaborationollaborationiiiis the news the news the news the new
include
Goal: state objective herestart endwhatwho
when
why
?
otherpeople
ddddon’t take noteson’t take noteson’t take noteson’t take notes
photostaketaketaketake
justjustjustjust
DOCUMENT
swimlaneswimlaneswimlaneswimlane, linear & , linear & , linear & , linear & moremoremoremore
sssstandard tandard tandard tandard shapesshapesshapesshapes
start/end action
question sub-process
there is an there is an there is an there is an appappappapp for thatfor thatfor thatfor that
visio demo
tttthishishishisANALYZE
iiiinsight withoutnsight withoutnsight withoutnsight without
actioniiiis worthlesss worthlesss worthlesss worthless
ssssee youree youree youree your
BIG (trade)(trade)(trade)(trade)DATA
beautiful
ttttrade datarade datarade datarade dataisisisis
Flowcharts = building blocks
Conversation framework
Problem solving tool
Collaboration is the new black
Don’t take notes – take photos
There is an app for that
Insight without action is worthless
Trade data is beautiful
should I map pppprocess map for mapping a processrocess map for mapping a processrocess map for mapping a processrocess map for mapping a processmmmmy process in ay process in ay process in ay process in aflowchart?
startstartstartstart
AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014
Identify process
stakeholders &
host process-
storm
State objective,
starting &
ending point
Capture actions
(whiteboard/
sticky note)
Did you get
off topic?
Did you note
issues?
Go back and do
it
Choose app and
document
flowchart
Analyze/
validate
process
Monitor
performance
via visual
analytics
Issues or
improvemen
ts to make?
yes
no
yes
no
yes
Changes to
make?
Make changes
to processyes
no
end
no
Take photo
of
whiteboard
Create a
subprocess
Nonsense! Yes,
you do.
no
yes
