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)

Options for storing Visio files for broader distribution

When making Visio files available, they usually will already reside in some online repository (not in our local filesystem). However, if the file is on our desktop computer, then we would have to upload it first to an online repository. The following options support Visio file viewing, commenting, and co-authoring:

  • A SharePoint Online document library, where robust permission management is required, for sharing within an organization, group, or team
  • A Microsoft Teams file storage section within a channel (which technically means that the file is stored in Microsoft SharePoint in an area controlled by Microsoft Teams), which is intended for project-oriented work
  • A OneDrive for Business folder, which syncs with the desktop and is intended for work in progress and sharing with specific individuals, rather than a team or group

Which option we choose is determined by how we want to make the file available to...