Reflection – Visualization

Challenge

I am part of financials and management information systems team and our challenge is to build a way to  help our organization increase its sales and track the turnaround time in processing application of loans.  This project will help the sales team meet their targets and will make use of internal resources that are  already available. Our goal is to create a tool that will collect records of sales that could provide us with  the needed data to build monthly report for the sales team and give them a gauge in meeting their  targets. This will help as well the data science team in building analyses on how to improve turnaround  time of loan applications and assess where the process gets problematic or ineffective.

Selection

The tool I used was Visualization or Visual Thinking, since the tool we’re building comprises of different  data, applies to different users and requires thorough review of process. We used this approach often  since in this way we can easily see where the flow gets faulty.

Application

I start the approach by creating an initial diagram for the workflow of the internal tool. I create a  flowchart of the process on how our sales team is supposed to use this tool. Draw a diagram of the  flowchart for the tool that we’re building, which shows the application we’re supposed to use, list down  the needed data from the customers, list down other data that could show the turnaround time of the  process, show where the data will be stored, show who are the users of these data to get them  processed, give the team visualization on who will update those records to tag them as processed and  show how the team can extract these data for building reports.

After creating the initial diagram, we discuss it with the team. We seek for points that need to be  inspected, process that needs clarification, data that we may have missed to capture, and encourage the  team to give us input or share their own idea of the process. Team members can easily draw on the  initial diagram if they have inputs or there are revisions needed.

Insight

By using Visualization tool the team can easily have an overview of the whole process. The team can  easily grasp the idea of the flow and spot if there are missing data or process. Members of the team can  give feedback and quickly identify potential scenarios that could disrupt the process. The diagram also  helped the team in creating their own perspective and quickly help them develop different ways of  approaching a particular stage of the process.

Approach

Since most of our team’s work are data processing and analyses, the appropriate tool for the team is the  Visualization. This helps a lot with our process creation and improvement since it quickly shows an  overview of a project or process and gives the team a grasp of the flow from start to end. Incorporating  different inputs and ideas to our visualization also shows an integral part of the project completion since  each member of the team have different concerns based on their experiences with the customers, and  thus producing final output of the diagram is our guide in completing the project.


Reflection – Visualization Challenge I am part of financials and management information systems team and our challenge is to build a way to help our organization increase its sales and track the turnaround time in processing application of loans . This project will help the sales team meet their targets and will make use of internal resources that are already available . Our goal is to create a tool that will collect records of sales that could provide us with the needed data to build monthly report for the sales team and give them a gauge in meeting their targets . This will help as well the data science team in building analyses on how to improve turnaround time of loan applications and assess where the process gets problematic or ineffective . Selection The tool I used was Visualization or Visual Thinking , since the tool we ’re building comprises of different data , applies to different users and requires thorough review of process . We used this approach often since in this way we can easily see where the flow gets faulty . Application I start the approach by creating an initial diagram for the workflow of the internal tool . I create a flowchart of the process on how our sales team is supposed to use this tool . Draw a diagram of the flowchart for the tool that we ’re building , which shows the application we ’re supposed to use , list down the needed data from the customers , list down other data that could show the turnaround time of the process , show where the data will be stored , show who are the users of these data to get them processed , give the team visualization on who will update those records to tag them as processed and show how the team can extract these data for building reports . After creating the initial diagram , we discuss it with the team . We seek for points that need to be inspected , process that needs clarification , data that we may have missed to capture , and encourage the team to give us input or share their own idea of the process . Team members can easily draw on the initial diagram if they have inputs or there are revisions needed . Insight By using Visualization tool the team can easily have an overview of the whole process . The team can easily grasp the idea of the flow and spot if there are missing data or process . Members of the team can give feedback and quickly identify potential scenarios that could disrupt the process . The diagram also helped the team in creating their own perspective and quickly help them develop different ways of approaching a particular stage of the process . Approach Since most of our team ’s work are data processing and analyses , the appropriate tool for the team is the Visualization . This helps a lot with our process creation and improvement since it quickly shows an overview of a project or process and gives the team a grasp of the flow from start to end . Incorporating different inputs and ideas to our visualization also shows an integral part of the project completion since each member of the team have different concerns based on their experiences with the customers , and thus producing final output of the diagram is our guide in completing the project .