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)

Securing and Providing Access to Diagrams

In this chapter, we will see how we can make Visio diagrams available to others through Microsoft SharePoint, Microsoft OneDrive, and Microsoft Teams, while ensuring that the file and content are kept safe. For example, business process diagrams can contain information that is only intended for specific audiences; therefore, their security and targeted permission to edit, comment on, or even view needs to be controlled.

We will cover the following topics:

  • Primary questions for sharing
  • Options to store Visio files for broader sharing
  • Publishing Visio files in a (shared) Teams channel
  • Ways of collaboration – co-authoring in Teams and SharePoint