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

cccconnectonnectonnectonnect with mewith mewith mewith me

Amy Morgan

amy@iamtradecompliance.com