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)

Finding the BPMN template

In this section, we will see how to get started with the BPMN template and how the Visio work environment will look once the template has been initiated correctly. The template can be found in several ways, but all are accessible through the start screen experience.

Figure 4.1 – Finding the BPMN template through the Flowcharts search category

Figure 4.1 – Finding the BPMN template through the Flowcharts search category

To find the BPMN template and invoke it, there are multiple possible ways to get started, each of which will lead you to the BPMN template:

  • Search for the template by entering the name in the search textbox
  • In the initial Office view, select the Flowcharts search category
  • Go to Categories | the Templates view (the second option in the top row of Figure 4.1) on the start screen and select the Flowchart category

In all cases, you will navigate to a screen and a templates overview, where you will find the BPMN Diagram template.

Important note

Like all other...