ULTIMATE TRADE NERD GUIDE TO: AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014

mmmmy notes look likey notes look likey notes look likey 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 neither singularlysingularlysingularlysingularly possessespossessespossessespossesses

ggggraphicraphicraphicraphic communication iscommunication iscommunication iscommunication is moremoremoremore ubiquitousubiquitousubiquitousubiquitous thanthanthanthan everevereverever :)

tttthehehehe CHALLENGE

gotgotgotgot visibility?visibility?visibility?visibility?

wwwwheres theheres theheres theheres the opportunity?opportunity?opportunity?opportunity?

ddddifficult toifficult toifficult toifficult to communicate?communicate?communicate?communicate?

llllets getets getets getets get VISUAL

flowcharts are the BUILDING of a trade program BLOCKS

clarify whats happeningclarify whats happeningclarify whats happeningclarify whats happening iiiidentify opportunitiesdentify opportunitiesdentify opportunitiesdentify opportunities communicatecommunicatecommunicatecommunicate

pppprocess mappingrocess mappingrocess mappingrocess mapping iiiissss aaaa problem - solving tooltooltooltool

Y = f (x) Six Sigma problem-solving formula

aaaa perfectperfectperfectperfect PROCESS stormstormstormstorm

pppprocess mappingrocess mappingrocess mappingrocess mapping iiiis as as as a conversation frameworkframeworkframeworkframework

black ccccollaborationollaborationollaborationollaboration iiiis the news the news the news the new

include Goal: state objective here start endwhatwho when why ? other people

ddddont take notesont take notesont take notesont take notes photos taketaketaketake

justjustjustjust DOCUMENT

swimlaneswimlaneswimlaneswimlane, linear &, linear &, linear &, linear & moremoremoremore

sssstandardtandardtandardtandard shapesshapesshapesshapes start/end action question sub-process

there is anthere is anthere is anthere is an appappappapp for thatfor thatfor thatfor that

visio demo

tttthishishishis ANALYZE

iiiinsight withoutnsight withoutnsight withoutnsight without action iiiis worthlesss worthlesss worthlesss worthless

ssssee youree youree youree your BIG (trade)(trade)(trade)(trade) DATA

beautiful ttttrade datarade datarade datarade data isisisis

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 pppprocess map for mapping a processrocess map for mapping a processrocess map for mapping a processrocess map for mapping a process mmmmy process in ay process in ay process in ay process in a flowchart? 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 process yes no end no Take photo of whiteboard Create a subprocess Nonsense! Yes, you do. no yes

cccconnectonnectonnectonnect with mewith mewith mewith me Amy Morgan amy@iamtradecompliance.com