visualizing trade compliance (as presented @ icpa2014)

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ULTIMATE TRADE NERD GUIDE TO: AMY MORGAN | iamtradecompliance.com | @amytradelady | #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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Page 1: Visualizing Trade Compliance (as presented @ ICPA2014)

ULTIMATETRADE NERDGUIDE TO:

AMY MORGAN | iamtradecompliance.com | @amytradelady | #ICPA2014

Page 2: Visualizing Trade Compliance (as presented @ ICPA2014)

mmmmy notes look like y notes look like y notes look like y notes look like thisthisthisthis

Page 3: Visualizing Trade Compliance (as presented @ ICPA2014)

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

Page 4: Visualizing Trade Compliance (as presented @ ICPA2014)

ggggraphic raphic raphic raphic communication is communication is communication is communication is

more more more more ubiquitousubiquitousubiquitousubiquitous than than than than everevereverever

:)

Page 5: Visualizing Trade Compliance (as presented @ ICPA2014)

tttthehehehe

CHALLENGE

Page 6: Visualizing Trade Compliance (as presented @ ICPA2014)

gotgotgotgot visibility?visibility?visibility?visibility?

Page 7: Visualizing Trade Compliance (as presented @ ICPA2014)

wwwwhere’s the here’s the here’s the here’s the opportunity?opportunity?opportunity?opportunity?

Page 8: Visualizing Trade Compliance (as presented @ ICPA2014)

ddddifficult to ifficult to ifficult to ifficult to communicate?communicate?communicate?communicate?

Page 9: Visualizing Trade Compliance (as presented @ ICPA2014)

llllet’s getet’s getet’s getet’s get

VISUAL

Page 10: Visualizing Trade Compliance (as presented @ ICPA2014)

flowcharts are the

BUILDING

of a trade programBLOCKS

Page 11: Visualizing Trade Compliance (as presented @ ICPA2014)

clarify what’s happeningclarify what’s happeningclarify what’s happeningclarify what’s happening

iiiidentify opportunitiesdentify opportunitiesdentify opportunitiesdentify opportunities

communicatecommunicatecommunicatecommunicate

Page 12: Visualizing Trade Compliance (as presented @ ICPA2014)

pppprocess mapping rocess mapping rocess mapping rocess mapping iiiissss a a a a

problem -

solvingtooltooltooltool

Page 13: Visualizing Trade Compliance (as presented @ ICPA2014)

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

Page 14: Visualizing Trade Compliance (as presented @ ICPA2014)

aaaa perfectperfectperfectperfect

PROCESSstormstormstormstorm

Page 15: Visualizing Trade Compliance (as presented @ ICPA2014)

pppprocess mapping rocess mapping rocess mapping rocess mapping iiiis a s a s a s a

conversationframeworkframeworkframeworkframework

Page 16: Visualizing Trade Compliance (as presented @ ICPA2014)

black

ccccollaborationollaborationollaborationollaborationiiiis the news the news the news the new

Page 17: Visualizing Trade Compliance (as presented @ ICPA2014)

include

Goal: state objective herestart endwhatwho

when

why

?

otherpeople

Page 18: Visualizing Trade Compliance (as presented @ ICPA2014)

ddddon’t take noteson’t take noteson’t take noteson’t take notes

photostaketaketaketake

Page 19: Visualizing Trade Compliance (as presented @ ICPA2014)

justjustjustjust

DOCUMENT

Page 20: Visualizing Trade Compliance (as presented @ ICPA2014)

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

Page 21: Visualizing Trade Compliance (as presented @ ICPA2014)

sssstandard tandard tandard tandard shapesshapesshapesshapes

start/end action

question sub-process

Page 22: Visualizing Trade Compliance (as presented @ ICPA2014)

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

Page 23: Visualizing Trade Compliance (as presented @ ICPA2014)

visio demo

Page 24: Visualizing Trade Compliance (as presented @ ICPA2014)

tttthishishishisANALYZE

Page 25: Visualizing Trade Compliance (as presented @ ICPA2014)

iiiinsight withoutnsight withoutnsight withoutnsight without

actioniiiis worthlesss worthlesss worthlesss worthless

Page 26: Visualizing Trade Compliance (as presented @ ICPA2014)

ssssee youree youree youree your

BIG (trade)(trade)(trade)(trade)DATA

Page 27: Visualizing Trade Compliance (as presented @ ICPA2014)

beautiful

ttttrade datarade datarade datarade dataisisisis

Page 28: Visualizing Trade Compliance (as presented @ ICPA2014)
Page 29: Visualizing Trade Compliance (as presented @ ICPA2014)
Page 30: Visualizing Trade Compliance (as presented @ ICPA2014)

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

Page 31: Visualizing Trade Compliance (as presented @ ICPA2014)

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

Page 32: Visualizing Trade Compliance (as presented @ ICPA2014)

cccconnectonnectonnectonnect with mewith mewith mewith me

Amy Morgan

[email protected]