Book Image

Visualize Complex Processes with Microsoft Visio

By : David J Parker, Šenaj Lelić
Book Image

Visualize Complex Processes with Microsoft Visio

By: David J Parker, Šenaj Lelić

Overview of this book

Every business has process flows, but not all of them are fully described to or verified for accuracy with each stakeholder. This not only presents a risk for business continuity but also removes the ability to make insightful improvements. To make these complex interactions easy to grasp, it’s important to describe these processes visually using symbology that everybody understands. Different parts of these flows should be collaboratively developed and stored securely as commercial collateral. Visualize Complex Processes with Microsoft Visio helps you understand why it is crucial to use a common, systematic approach to document the steps needed to meet each business requirement. This book explores the various process flow templates available in each edition of Microsoft Visio, including BPMN. It also shows you how to use them effectively with the help of tips and techniques and examples to reduce the time required for creating them, as well as how you can improve their integration and presentation. By the end of this book, you’ll have mastered the skills needed to create data-integrated business flowcharts with Microsoft Visio, learned how to effectively use these diagrams collaboratively, but securely, and understood how to integrate them with other M365 apps, including Excel, Word, PowerPoint, and Power Automate.
Table of Contents (14 chapters)

Technical requirements

These are the Microsoft apps that are utilized in this chapter, and we should have access to at least one of the Visio subscriptions, but Visio Plan 2 subscribers will be able to use all of the features described:

  • Teams – desktop or web app
  • Visio Reading Viewweb-only app
  • Visio in Microsoft 365web-only app
  • Visio Plan 1 – web-only subscription app
  • Visio Plan 2 – desktop and web subscription apps
  • Visio Professional 20xx – Windows one-time purchase only
  • Visio Standard 20xx – Windows one-time purchase only

The term Visio for Web is often used to describe the online Visio edition for Visio Plan 1 and Visio Plan 2 license holders. Visio in Microsoft 365 is also online, so the terms online Visio or Visio web editions are used interchangeably throughout this book.