surmesure.io
Skills

A process that is not followed remains a mere diagram. I design processes that users follow.

A process is followed when those who carry it out have contributed to its design, when it corresponds to the work as actually performed, and when the tools that support it make it simpler to follow than to circumvent.

Intake, sign-off and deployment

Every stakeholder is consulted, and every approval is recorded.

Every deliverable rests on the information provided by users. The first stage of each mandate therefore consists in structuring the exchanges with users, and the information they provide, by means of an intake application hosted by the client or on my servers. The application records the answers in forms and makes them available to participants. Forms are completed by users themselves or with my assistance; in the latter case, the form becomes part of the deliverable.

Sign-off follows: the deliverable is submitted to users section by section. Each user signs in, reviews the sections that concern them, then approves or comments on them. A notification informs each user of any form to complete or section to sign off.

The outcome is a reliable audit trail, in which every approval is associated with a name, a date and a version, together with the assurance that every stakeholder has been heard.

The following forms illustrate common intake templates.

Task intake

Each task has its own form: a questionnaire common to every elementary action, supplemented by questions specific to the task. The form is completed with the person who performs the task, preferably while observing them at work, online or as a PDF, on screen or printed.

PDF
The task: Anticoagulant follow-up
Who does the task?
Name, role and date
What starts the task?
How do we know it is done?
How many times a day or a week?
What is the work setting like?

Specific to this task

Which protocol governs the decision?
Which patient data must be in view?
Who must hear about the decision?
Action 1 of 6
A verb and an object.
How long does it take?
What must be visible to do it?
What is typed or noted?
On what basis is it decided?
Where is it done today?
Critical path
What slows it down or causes mistakes?

Illustrations: typical tasks, distinct from any client mandate.

User experience

Interfaces designed for users who will not consult a manual.

The users of my software include pharmacists between two patients, lawyers approaching a deadline and clerks at a government counter. They did not choose the tool and will not consult a manual.

All development requires careful observation of the work and an understanding of the reasoning that accompanies it. A successful interface faithfully reproduces the user’s cognitive process, which is generally simple and sequential. Retroact’s patient card thus presents the last INR, the target range and the time in therapeutic range: the elements a pharmacist checks before any decision.

Retroact’s left sidebar, with a patient card showing the next appointment, last INR, target range and time in range
Retroact’s patient card, with demo data.

Workflow and process design

Model the flow before designing the interface.

Rigorous process mapping is a precondition for organisational control and performance. Without mapped processes, neither reliability nor efficiency can be assured.

I have designed administrative processes for fifteen years, notably at the SAAQ, at Nergica, for the RAMQ and the CSST through Groupe CMI, and in the health network of Northern Québec. I hold a Lean Six Sigma green belt. At Nergica, I designed and wrote the project approval process, then developed and deployed NergiHub, the computerised system that enforces it.

Standard process map

The following maps illustrate the kind of modelling I produce. Selecting a step displays its inputs, its outputs and the rule that governs it.

Procurement process, from the expression of need to payment of the invoice. Exceptions modelled: incomplete or unjustified request, insufficient budget, granting of a waiver.

Task Decision Start or end Exception
Step 2 of 11 · Requester

Submit the request

The requester fills in the request and attaches a quote.

Input
Item, cost, reason, quote
Output
A numbered purchase request
Rule
A quote is required above $1,000.

Illustrations: generic processes, distinct from any map produced for a client. Thresholds and time limits are given as examples.

Data analysis and visualisation

Understand the organisation before determining what to measure.

Developing a dashboard begins with an inventory of the objectives to be achieved and an analysis of the metrics in use. It must then be verified that these metrics adequately measure whether the objectives are met. This analysis also determines the type of visualisation adopted and how indicators are grouped by screen.

At the SAAQ, I extracted and analysed registration data (MS-SQL, Insurance Bureau of Canada) and designed the division’s management indicators end to end: metrics, collection system, manual and training. The principal challenge in this field is to produce a simple, universally intelligible visualisation that nonetheless reflects a complex reality. weathr addresses this challenge with a meteorological representation of a group’s mood.

Standard dashboard

Five models are presented, since each dashboard answers the questions of a specific audience: the executive, the supervisor, the controller, the auditor or the process owner. The period and unit filters apply to every figure. Hovering over a chart displays its values, and each chart can be shown as a table.

For the executive: progress against plan, and objectives requiring a decision.

Revenue
$5.67M
+9.7% vs previous 12 months
Active clients
1,429
+10.0% vs previous 12 months
Satisfaction, out of 100
86.8
+3.4 pts vs previous 12 months
Operating margin
19.3%
+1.3 pts vs previous 12 months

Monthly revenue against target

RevenueTarget
$440K$460K$480K$500KDecFebAprJunAugOct$487K

Revenue by service line

Decisions needed

Annual objectiveOwnerProgress
Grow recurring revenue by 10%Finance82%On track
Reach a satisfaction score of 90Client service71%To watch
Deliver the client portalTechnology58%At risk
Reduce staff turnover to 8%Human resources34%Off track

Fictional figures and organisation

In-app documentation

A help file that stays true to the software, and that users can hand to their own AI.

  1. 01

    Reachable from within the application

    promptShield’s help can be consulted without leaving the application. Contextual help buttons, placed on the relevant screens, open the corresponding article directly.

  2. 02

    Comprehensive and searchable

    It comprises 91 articles in nine languages, and a full-text search covers their entire content.

  3. 03

    Exportable to the user’s own AI

    The help can be downloaded as a single Markdown file and given to the AI the user already employs, which then guides them through the process on the basis of the actual documentation rather than by conjecture. A “Where am I?” button also copies the user’s current location in the application, without any of their data, so as to direct the AI to the relevant section.

  4. 04

    Built from the code

    The file is generated from the same texts as the interface, and each article has been verified against the code. Procedures are in place to reduce drift between the help and the code.