14. “I would not give a fig for the
simplicity this side of complexity, but
I would give my life for the simplicity
on the other side of complexity.
14
— Oliver Wendell Holmes
21. “Abandon the urge to simplify everything, to look for
formulas and easy answers, and to begin to think
multidimensionally, to glory in the mystery and paradoxes
of life, not to be dismayed by the multitude of causes and
consequences that are inherent in each experience -- to
appreciate the fact that life is complex.
18
— M. Scott Peck
31. HIERARCHICAL TASK ANALYSIS (HTA)
28
3. Trade Management
View Trades
Check
Updates
Monitor Executed
Trades
Hedge Trades Manage Link
View individual
trades
See more
details
Create new
Update
existing
Find trades
to hedge
Trade Unlink
3.1
View Strategies
View links
Notice
Unhedged
Notice
New trades
DO 3.1 DO 3.1
Notice
Exceptions
DO 5
Link
From two or
more trades
Add/remove
trades
Rename link
IF requires
OR
OR
3.2 3.3
3.1.1 3.1.2
3.1.1.1
3.1.1.2
3.1.1.3
3.1.1.1.A
3.1.2.1 3.1.2.2 3.1.2.3
3.2.1 3.2.2
DO one or
more 3.3
3.2.3 3.3.1 3.3.2 3.3.3
3.3.1.1 3.3.2.1 3.3.2.1
Hierarchical Task Analysis
Trade Management for Front Office
Cancel trade
IF requires
3.4
32. FLOW DIAGRAMMING
29
Review of invoices
at beg of month
Contact PM via Chat/
Email/Phone +
Generate Report and
send by mail
PM Checks PDF
report and approves
via email
Cat issues invoice
draft
PM & Lead reviews
draft invoice &
Approves
Cat sends invoice to
client
Hours
approved?
YES
NO
Current
Contact PM via Chat/
Email/Phone + Draft
invoice by mail
Potentially Client
approval needed
before issue of
official invoice
Monitor not yet
approved hours (and
potentially follow up
with PMs)
Invoice has been
sent and logged
Daily review of
Invoice status
(against bank
account)
Payment Arrives
Paid?
Contact the client to
remind them
PM Contacts client to
follow up on invoice
YES
NO
Update status in
Rogo to Paid
Reconciliation of
Rogo data and Sage
Accounting
Time to
follow up?
YES
NO
Automatic review of
hours at beginning
of month
Action item created
and automatically
appears in PMs inbox
in Rogo
PM Checks Inbox
and clicks on action
item
PM Reviews and
Approves hours
directly in context
Receives a
notification that
hours have been
approved
Operations creates
draft invoice data
PM & Biz Lead
receives notification
that draft invoice
have been issued
PM & Lead reviews
draft invoice data
& Approves
Receives notification
that invoice draft is
approved
Hours
approved?
YES
NO
Vision
Invoice data is
automatically
logged in Xero
Monitor not yet approved
hours and auto generate
actions based on rules