The presentation explains how the finacial service industry benefits from clear communication through the use of the Information Mapping method. It contains case studies and testimonials.

1. Chris MacMillan [email_address] Information Mapping Canada Adding Value in Canada’s Financial Industry What is Information Mapping?

4. Mapping Clients

15. Software for the Brain Message Design Human Factors Engineering Programmed Learning Documentation Writing Research Instructional Systems Design Cognitive Psychology

16. Before Dense Difficult To navigate Hard to understand The Wall of Words

17. After Scanable Easy to navigate Easy to understand Structured Content

18. The Information Types What must be done? Procedure Process Principle Concept Structure Fact How do I do it? How does it work? What is it? What does it look like? What is true?

19. The Cognitive Principles Consistency Relevance Labeling Chunking

20. Presentation Modes E-business connects business systems to  customers  employees  vendors, and  suppliers.

29. OSFI Testimonial "Through the close working relationship that OSFI has with Information Mapping Canada's staff, in particular, Jim Purdy, we have successfully implemented the Information Mapping structured writing method throughout our supervisory work processes. Without the help that Information Mapping Canada's staff have provided and continue to provide, our implementation and realization of the benefits of structured writing in our work processes would not have happened.“ Calvin Johansson Director, Financial Conglomerate Group

32. Call Centre Manual “Before”

33. Call Centre Manual “After”

35. Testimonials “ In spring 2006, Dundee undertook a major system conversion project. As part of this project, Information Mapping® method was selected to develop training documentation. Realized benefits have included a marked reduction in number of calls to the help desk. The new enhanced usability of our Mapped training documentation spread to other senior department heads who have adopted the methodology; improving both the clarity and usability of materials and documentation.” Iryna Reim Director Learning & Organizational Development

36. Testimonials, cont’d “ Using Information Mapping is like winning the communications lottery. We used it to document our highly complex development initiative. Now our documents and Web site give people what they need to know, when they need to know it." Janet Lawlor Information Technology Branch, Application Architect CRA

37. Testimonials, cont’d “ Information Mapping has helped our training group put consistency in place through the design phases of our training documents. We use Information Mapping daily to give a professional impression to our clients when they come over to us for all types of training. Info Mapping has reduced the development time, the length of our documents and has become a standard tool in our training department. Our clients have complimented the quality of our written documents and are now getting used to the “new and consistent look” of our documents which in the end makes it easy to learn!" Joanne Desormiers Learning Consultant CTFS Lifelong Learning Canadian Tire Financial Services

38. Testimonials, cont’d “ Our group uses the Information Mapping method as the standard for developing process documentation. As a result, process stages are documented in a clear and logical sequence, and the use of foot notes buried at the end of the page has significantly decreased. The Mapping structure enables our writers to proactively identify any process gaps, and our use of “if/then” conditional statements helps our end users make the right decisions. This is helping us to create and deliver more complete and accurate process documentation with fewer requests for clarification.” Pina Cappuccitti Senior Manager, Business Design, P&C PO Canada, T&O BMO Financial

39. Testimonials, cont’d “ I found the Information Mapping Canada team to be extremely dedicated and professional. They worked with us to develop training program support materials based on a few notes I'd prepared and some conversations we'd had. Their work was impeccable with the appropriate level of detail, yet intuitive and clear and delivered on time and on budget.” Marg Ellard, CMA, CA, FCMA Director, Portfolio Accounting and System Support Farm Credit Canada

40. Testimonials, cont’d “ This was an excellent seminar that will help me save time when working on my documents. I learned more practical skills in three days than I learned during a one-year post graduate program in communications. I was very impressed and I am sure that my work will benefit greatly!“ Jennifer Bourque Documentation Specialist CI Investments

41. Testimonials, cont’d “ Information Mapping is such an essential tool for the creation of documentation; I wish it was mandatory requirement for all employees!” Donna Eplen Training Specialist Manulife Financial

42. Thank you. For more information please contact: Chris MacMillan Director, Business Development (416)769-7016, ext. 210 [email_address]