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)

Setting the page size and orientation

Visio documents can consist of multiple pages, each with a different size and orientation. A Visio page can be of a predefined size, for example, Letter or A4, or it can be allowed to grow and shrink as a multiple of the default size as you add, delete, or move shapes around.

Interestingly, the default orientation in the browser editions for the Flowchart Template is Portrait, but it is Landscape for the Basic Flowchart template on the desktop. However, we can change the orientation from the Design tab, as shown in the following screenshot:

Figure 3.1 – Page orientation in Visio for web and desktop

Figure 3.1 – Page orientation in Visio for web and desktop

Similarly, the default page size can be changed from the Design ribbon tab, but the desktop edition offers many more default page sizes. The next screenshot shows how the desktop editions have more options for the larger sheets that architects and engineers may use:

Figure 3.2 – Page Size in Visio for web and desktop

Figure 3.2 –...