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...
ggggraphicraphicraphicraphic communication iscommunication iscommunication iscommunication is
moremoremoremore ubiquitousu...
tttthehehehe
CHALLENGE
gotgotgotgot visibility?visibility?visibility?visibility?
wwwwhere’s thehere’s thehere’s thehere’s the opportunity?opportunity?opportunity?opportunity?
ddddifficult toifficult toifficult toifficult to communicate?communicate?communicate?communicate?
llllet’s getet’s getet’s getet’s get
VISUAL
flowcharts are the
BUILDING
of a trade program
BLOCKS
clarify what’s happeningclarify what’s happeningclarify what’s happeningclarify what’s happening
iiiidentify opportunities...
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
frameworkframeworkframeworkfram...
black
ccccollaborationollaborationollaborationollaboration
iiiis the news the news the news the new
include
Goal: state objective here
start endwhatwho
when
why
?
other
people
ddddon’t take noteson’t take noteson’t take noteson’t 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
Don’t take notes –...
should I map pppprocess map for mapping a processrocess map for mapping a processrocess map for mapping a processrocess ma...
cccconnectonnectonnectonnect with mewith mewith mewith me
Amy Morgan
amy@iamtradecompliance.com
Visualizing Trade Compliance (as presented @ ICPA2014)
Visualizing Trade Compliance (as presented @ ICPA2014)
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Visualizing Trade Compliance (as presented @ ICPA2014)

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Amy Morgan's session on visualizing trade compliance as presented @ the ICPA conference in Orlando, FL 3/25/2014

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Visualizing Trade Compliance (as presented @ ICPA2014)

  1. ULTIMATE TRADE NERD GUIDE TO: AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014
  2. mmmmy notes look likey notes look likey notes look likey notes look like thisthisthisthis
  3. 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
  4. ggggraphicraphicraphicraphic communication iscommunication iscommunication iscommunication is moremoremoremore ubiquitousubiquitousubiquitousubiquitous thanthanthanthan everevereverever :)
  5. tttthehehehe CHALLENGE
  6. gotgotgotgot visibility?visibility?visibility?visibility?
  7. wwwwhere’s thehere’s thehere’s thehere’s the opportunity?opportunity?opportunity?opportunity?
  8. ddddifficult toifficult toifficult toifficult to communicate?communicate?communicate?communicate?
  9. llllet’s getet’s getet’s getet’s get VISUAL
  10. flowcharts are the BUILDING of a trade program BLOCKS
  11. clarify what’s happeningclarify what’s happeningclarify what’s happeningclarify what’s happening iiiidentify opportunitiesdentify opportunitiesdentify opportunitiesdentify opportunities communicatecommunicatecommunicatecommunicate
  12. pppprocess mappingrocess mappingrocess mappingrocess mapping iiiissss aaaa problem - solving tooltooltooltool
  13. Y = f (x) Six Sigma problem-solving formula
  14. aaaa perfectperfectperfectperfect PROCESS stormstormstormstorm
  15. pppprocess mappingrocess mappingrocess mappingrocess mapping iiiis as as as a conversation frameworkframeworkframeworkframework
  16. black ccccollaborationollaborationollaborationollaboration iiiis the news the news the news the new
  17. include Goal: state objective here start endwhatwho when why ? other people
  18. ddddon’t take noteson’t take noteson’t take noteson’t take notes photos taketaketaketake
  19. justjustjustjust DOCUMENT
  20. swimlaneswimlaneswimlaneswimlane, linear &, linear &, linear &, linear & moremoremoremore
  21. sssstandardtandardtandardtandard shapesshapesshapesshapes start/end action question sub-process
  22. there is anthere is anthere is anthere is an appappappapp for thatfor thatfor thatfor that
  23. visio demo
  24. tttthishishishis ANALYZE
  25. iiiinsight withoutnsight withoutnsight withoutnsight without action iiiis worthlesss worthlesss worthlesss worthless
  26. ssssee youree youree youree your BIG (trade)(trade)(trade)(trade) DATA
  27. beautiful ttttrade datarade datarade datarade data isisisis
  28. 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
  29. 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
  30. cccconnectonnectonnectonnect with mewith mewith mewith me Amy Morgan amy@iamtradecompliance.com

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