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)

Integrating Visio with Other Microsoft Apps

Microsoft Visio is great for creating process diagrams that can contain data and hyperlinks within each shape. These diagrams are more than just pictures; they can be exported to or embedded within other Microsoft apps for documentation, presentation, integration, and interaction. An image of each step of the process and a table of all the information within it can be automatically exported to Microsoft Word to create a comprehensive record. Named rectangular areas of Visio diagrams can be exported to Microsoft PowerPoint to create a presentation with titled slides, complete with transitions, to create storyboards of processes for group discussions. Data from process shapes can be exported to Microsoft Excel for analysis or integration with other systems. Process diagrams can be embedded within Microsoft Power BI, and steps can be linked to data from many other sources to provide an interactive dashboard with text or color overlays. We will...