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)

Using conversations and comments with Visio documents

Visio documents that are stored in OneDrive, Teams, or SharePoint can be referenced in conversations in Teams, and with comments in the Visio file itself.

First of all, we need to understand the difference between the two ways of referencing all or part of a Visio diagram:

  • Conversations: This is a Teams-only feature that allows us to include a reference to an accessible Visio file within a threaded Teams channel chat. We can use @mentions in the conversation to invite participation on a referenced file.
  • Comments: This is a Visio feature that allows us to add threaded comments to a specific page or shape within a page. We can also use @mentions to invite other users to collaborate on a specific page or shape.

If we use @mentions to invite specific individuals to collaborate, then the way that they get notified is different by default. When used in a Teams channel conversation, then the individual will receive...