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)

Visio for the web and BPMN

At the time of writing this book, only Visio Plan 2 desktop is able to create, modify, and edit BPMN files.

However, the Visio team at Microsoft is actively working on extending Visio web with BPMN templates and also with capabilities to edit shape data in shapes, which would give you the ability to also create, edit, and modify any BPMN diagram file in Visio for the web – that is, the web portion of your Visio Plan 2 license.

Important note

Please ensure that you have the right Visio license. To edit BPMN diagram files, you will need a Visio Plan 2 license; a regular Plan 1 license will not contain the BPMN templates and not give you the ability to edit BPMN diagram files.