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)

Co-authoring in Teams and SharePoint

Co-authoring is also possible for Visio documents that are stored in OneDrive for Business, Teams, or SharePoint. Each of the co-authors requires permission to edit a document and a suitable Visio license for the features in the document. For example, a Visio for M365 license is not sufficient to edit a cross-functional flowchart diagram because it needs a Visio Plan 1 or Visio Plan 2 license.

The following screenshot shows that Claus, on the left, has added a connector to the diagram in Visio within Teams, and Fab has the same page open for editing in the browser in Visio for the Web. She that sees a co-author, indicated in a circle with the initials CR, has the connector labeled Recruits? selected, and both users can see that DP also has the ellipse labeled Technical reviewer selected.

Figure 8.26 – Co-authoring in Visio, in Teams, and the browser

Figure 8.26 – Co-authoring in Visio, in Teams, and the browser

Note that the DP user has the document open for edit in the...