Book Image

Visualize Complex Processes with Microsoft Visio

By : David Parker, Senaj Lelic
Book Image

Visualize Complex Processes with Microsoft Visio

By: David Parker, Senaj Lelic

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)

Adding configuration options to callouts

Desktop Visio also has a number of built-in callout shapes, as shown in the following screenshot, with their master names overlaid:

Figure 11.17 – The built-in callouts

Figure 11.17 – The built-in callouts

There is also a More Shapes | Visio Extras | Callouts stencil that has three interesting master shapes at the very bottom. These three master shapes are called Custom callout 1, Custom callout 2, and Custom callout 3, and use a Visio add-on called cc that will open the Configure callout dialog , where you can choose which of the Shape Data rows to display from the associated shape:

Figure 11.18 – The Callouts stencil

Figure 11.18 – The Callouts stencil

We can enhance the built-in callouts in a similar way to how we enhanced the built-in containers. We just need to bring a copy of the master into our document and then edit the master shape, as shown in the following screenshot:

Figure 11.19 – Enhancing a callout master shape

Figure 11.19 – Enhancing a callout...