Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Presentation of the method
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2. For a company with 100 knowledge workers this represents a cost of: €400 000 for fruitless searchesindirect costs, and twice that at leastin opportunity costs. The average attention span for adults is only about 7 seconds Knowledge workers spend 15 to 30% of their time seeking specific information Quick Facts Searchers are successful in finding what they seek 50% of the time or less 40% of corporate users cannot find the information they need to do their jobs on their intranets
3. Knowledge gaps effect productivity, efficiency, and effectiveness 20% of critical information is captured but not indexed, compliant, tied to business processes or communicated appropriately. 80% of information is captured but not easily accessible or available. Structuring and standardizing information is a “hot” issue due to increased corporate governance, accountability, regulatory controls and compliance demands. Employee churn will be largest contributor to information gaps within the next 5 years. The content challenge
5. The content reality INEFFICIENCY Recreating the wheel INCONSISTENCY Products, services, processes WORKING IN SILOS Lack of sharing BAD DOCUMENTATION Too much what, not enough how
6. The Content Reality We received your completed Disclosure Statement which is required by New York Regulation 60. A copy is enclosed. However, we noticed that your company checked the box on the first page, which indicates that approximations were used since we failed to provide information in the prescribed time. Your Authorization was received in Customer Service on <insert date discl stmt>. Your client signed the completed New York Regulation 60 Disclosure Statement on <insert date discl stmt signed>, which was the same date the client signed the New York Regulation 60 Authorization. This indicates that your agent did not wait for our company to send the existing values to you. We have always provided policy information when requested well within the designated timeframe, which would have allowed sufficient time for you to respond appropriately. Please correct and return the revised Disclosure Statement. If you have any questions, I welcome your call to my direct line, 1-800-555-1234 Opt 3, Ext. X-XXXX. You may also contact your financial services representative, <Insert Name Here>.
7. Our content vision c DOCUMENTED EASY TO ACCESS EASY TO USE SHARE and CAPTURE
11. The Information Mapping method Information Mapping® is an international and research-based information standard Using Information Mapping® results in information that is: easier to write easier to read more accurate and more to the point.
12. The Research behind the Method Cognitive Psychology Learning Theory Instructional Design Human Factors Engineering Communication Effectiveness Message Design Usability Media Selection
14. 3 steps to standardize your information ANALYSIS ANALYZE AND PLAN THE CONTENT ORGANIZATION IDENTIFY AND ORGANIZE THE CONTENT PRESENTATION DEVELOP, TAG, PUBLISH AND STORE THE CONTENT
15. Answer your Readers’ questions PROCEDURE How does it work? What does it look like? What can or cannot be done? How do I do it? What is it? What is true or false? PROCESS PRINCIPLE CONCEPT STRUCTURE FACT
17. We received your completed Disclosure Statement which is required by New York Regulation 60. A copy is enclosed. However, we noticed that your company checked the box on the first page, which indicates that approximations were used since we failed to provide information in the prescribed time. Your Authorization was received in Customer Service on <insert date discl stmt>. Your client signed the completed New York Regulation 60 Disclosure Statement on <insert date discl stmt signed>, which was the same date the client signed the New York Regulation 60 Authorization. This indicates that your agent did not wait for our company to send the existing values to you. We have always provided policy information when requested well within the designated timeframe, which would have allowed sufficient time for you to respond appropriately. Please correct and return the revised Disclosure Statement. If you have any questions, I welcome your call to my direct line, 1-800-555-1234 Opt 3, Ext. X-XXXX. You may also contact your financial services representative, <Insert Name Here>.
18. We received your completed Disclosure Statement which is required by New York Regulation 60. A copy is enclosed. However, we noticed that your company checked the box on the first page, which indicates that approximations were used since we failed to provide information in the prescribed time. Your Authorization was received in Customer Service on <insert date discl stmt>. Your client signed the completed New York Regulation 60 Disclosure Statement on <insert date discl stmt signed>, which was the same date the client signed the New York Regulation 60 Authorization. This indicates that your agent did not wait for our company to send the existing values to you. We have always provided policy information when requested well within the designated timeframe, which would have allowed sufficient time for you to respond appropriately. Breaking up the text makes it easier to read
19. We received your completed Disclosure Statement which is required by New York Regulation 60. A copy is enclosed. However, we noticed that your company checked the box on the first page, which indicates that approximations were used since we failed to provide information in the prescribed time. Your Authorization was received in Customer Service on <insert date discl stmt>. Your client signed the completed New York Regulation 60 Disclosure Statement on <insert date discl stmt signed>, which was the same date the client signed the New York Regulation 60 Authorization. This indicates that your agent did not wait for our company to send the existing values to you. We have always provided policy information when requested well within the designated timeframe, which would have allowed sufficient time for you to respond appropriately. Grouping related information together and removing unnecessary information improves usability
20. Receipt of Disclosure Statement We received your completed Disclosure Statement. A copy is enclosed. Use of Approximation: On the form, your company checked the box on the first page, indicating that approximations were used because we failed to provide information in the prescribed timeframe. Dates Provided:Your Authorization was received in Customer Service on <insert date discl stmt>. Your client signed the completed New York Regulation 60 Disclosure Statement on <insert date discl stmt signed>. Receipt of Existing Values: We regularly provides requested policy information well within the required timeframes. The dates on the disclosure statement indicates that your agent did not wait for our company to send the existing values to you. Labeling each relevant chunk increases accessibility and understanding
21. Receipt of Disclosure Statement We received your completed Disclosure Statement. A copy is enclosed. Use of Approximation: On the form Disclosure Statement, your company checked the box on the first page, indicating that approximations were used because we failed to provide information in the prescribed timeframe. Dates Provided:Your Authorization was received in Customer Service on <insert date discl stmt>. Your client signed the completed New York Regulation 60 Disclosure Statement on <insert date discl stmt signed>. Receipt of Existing Values: We regularly provides requested policy information well within the required timeframes. The dates on the disclosure statement indicates that your agent did not wait for our company to send the existing values to you. Using the same formats and terms eliminates speed bumps for the reader
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23. signed by your client on <insert date discl stmt signed>. Bullets Presenting information visually shows relationships and structure Tables
25. Paragraph Limitations No standards for Chunking Relevance Labeling Consistency Several departments will be responsible for implementing a Hearing Conservation Program, including the Medical Department, Process Engineering Department, Production Section, Safety and Environmental Affairs Section, and the Occupational Health Committee. The objective of the program is to prevent hearing loss caused by exposure to noise in the workplace, and all staff will be impacted. The program consists of systematic noise-hazard evaluation, noise-hazardous areas and equipment labeling, requirements for hearing protection devices, audiometric testing and evaluation, and employee health education, supervision, and discipline.
26. New units of information Need a new way to organize information in modular units that include only one information type, and comply with the design principles
44. What customers tell about The Method “ Information Mapping was the method we selected for our content development. It makes non-writers into better writers, makes translation easier, and presents information in a way that people clearly understand. Every document I have written using the Information Mapping method has been successful in its purpose. “ John McElfresh Director of Communications for the Automation Business Schneider Electric
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46. exercise How many words on the next slide can you memorize in 20 seconds?
47. Before chunking hockey brake polo stapler seat baseball alternator rugby calculator scissors engine pedal dashboard pen soccer marker tape basketball starter ruler volleyball
57. Let’s try it again ... How many words did you remember?
58. Learn more? Contact your local Information Mapping® Partner for course availability or Contact Information Mapping International via www.informationmapping.com
