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

In this chapter, we will publish the Visio document using several Microsoft technologies. Therefore, we should have at least some basic knowledge of SharePoint, Teams, and OneDrive, and also have access to these file-sharing or collaboration technologies, and of course, they should be properly configured.

Depending on our choice, access to the following is needed:

  • Microsoft OneDrive or OneDrive for Business
  • Microsoft SharePoint (in this chapter, we will utilize SharePoint Online)
  • Microsoft Teams
  • Visio in Microsoft 365 – a web-only app (not in personal editions of Microsoft 365)
  • Visio Plan 1 – a web-only subscription app
  • Visio Plan 2 – desktop and web subscription apps
  • Visio Professional – a Windows desktop one-time, purchase-only app
  • Visio Standard – a Windows desktop one-time, purchase-only app

Important note

If we want to use shared Teams channels for external participants,...