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)

Preparing Diagrams for Presentation and Collaboration

Now that we know how to create process diagrams automatically and manually, we will now focus on making them more inviting to our intended audience. We are more likely to induce others to collaborate with our diagrams if they are visually appealing and accurate. This can be done by using themes and variants to quickly apply colors, effects, and connector styles, or by using automatically applied visual elements, data graphics, to highlight specific data values. In this chapter, we will learn about the options available to us.

In this chapter, we will cover the following key topics:

  • Using themes to enhance the appearance of pages
  • Applying different styles to shapes
  • Adding data graphics to highlight information
  • Using layers to control visibility and color
  • Considering accessibility
  • Options for multi-language versions