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

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

30. 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

31. 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

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