VVisioisio®® 2010 and SharePoint2010 and SharePoint®® 20102010Visio and SharePointVisio and SharePoint -- Simplifying ProcessSimplifying ProcessVisio and SharePoint Visio and SharePoint Simplifying Process Simplifying Process
Diagram Lifecycle Diagram Lifecycle -- and it comes out of the boxand it comes out of the box
Ian White Ian White | | Microsoft Western EuropeMicrosoft Western EuropeTechnical Lead Technical Lead –– EPM & VisioEPM & Visio
ii--ianvan@microsoft comianvan@microsoft com
Ian White Ian White | | Microsoft Western EuropeMicrosoft Western EuropeTechnical Lead Technical Lead –– EPM & VisioEPM & Visio
ii--ianvan@microsoft comianvan@microsoft [email protected]@[email protected]@microsoft.com
Democratization of Process Management• Strategy Goal for Visio Premium 2010• Focus on BPM/ECM, Compliance, and Quality as scenarios
with 66 pre-defined templates and shapes• A leader in process mapping toolA leader in process mapping tool
BPM / ECM QualityCompliance
Visio as Process Mapping Platform with an installed base of 15 million
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with an installed base of 15 million
Visio Audience Overview for BPA and BPM
Process Participant• Any corporate worker who is involved in a business process • e.g. Process Owner, Reviewer, Approver, Participants for opening PO process
Process Participant• Any corporate worker who is involved in a business process • e.g. Process Owner, Reviewer, Approver, Participants for opening PO process
Business Analyst / Compliance Mgr. / Quality Mgr.• Work between business and IT Business Analyst / Compliance Mgr. / Quality Mgr.• Work between business and IT • Analyze impact of changing a process between business groups and develop
optimized business process • Analyze impact of changing a process between business groups and develop
optimized business process
LOB Application Engineer / System Architect / IT ManagerLOB Application Engineer / System Architect / IT ManagerLOB Application Engineer / System Architect / IT Manager• Manage business information & data, and develop LOB applications • Work with business analyst for process execution and design change
LOB Application Engineer / System Architect / IT Manager• Manage business information & data, and develop LOB applications • Work with business analyst for process execution and design change
Center of Excellence (COE) / Compliance Office / Quality Circle (QC)• Group of people who are responsible for the BPM project for the company• 50% of COE / Business Analysts report to IT in companies over 2,000 people (BA Survey)
Center of Excellence (COE) / Compliance Office / Quality Circle (QC)• Group of people who are responsible for the BPM project for the company• 50% of COE / Business Analysts report to IT in companies over 2,000 people (BA Survey)
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Visio 2010 Key Investments in Process
Ease of UseEase of Use
SharePoint Workflow
Visio Services
Advanced Diagramming Made Simple™
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Advanced Diagramming Made Simple
Visio 2010 Key Customer Investments in Investments in Process Microsoft Technology
Ease of Use
SharePoint Workflow
Visio Services
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BPM Maturity Model on Microsoft TechnologiesBusiness activity monitoring
Automate human d d t
Level 2
and document centric workflow Level 1
Standardize process notation & information
Capture paper-based process diagrams
notation & information
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process diagrams
Capture Paper-based Processes
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Capture Paper-based Processes
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Standardize Process Notation & Information
BPMNBPMN (Business Process Modeling Notation)BPMN template provides sophisticated process modeling with BPMN 1.2 rule validation
To change model type, right-click diagram and choose model definition from menu
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Model and automate standardized processes
• Pre-defined SharePoint Workflow• Pre-defined SharePoint Workflow Template
• Graphically model SharePoint Workflow• List-base workflow in SPD
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Business Analyst Portal Administrator
“From decision until live running was less than half a year. ““Not everything is in place yet, but we continue progressing in different areas. Management systems, BI, Document Management, Project management, etc”
Goran Berg, Business Process Management, SAAB Automobile AB
Iconic Automobile company select Visio and Visio Services with SharePoint to deliver its LEAN system (SLS)
Goran Berg, Business Process Management, SAAB Automobile AB
y ( )
Single portal for user informationStandardized & more
SAAB Automotive chose Microsoft Visio and SharePoint due to
l
Following the demerger from GM, SAAB has entered a period of ‘f d’ B i
Sta da d ed & o eeffective management of process descriptionsTaxonomy based navigation
several reasons; Flexibility, high level of integration, pricing and pre-existing familiarity with Visio was perhaps
‘forced’ Business transformation. SAAB had to replace many systems, applications and repositories
Document managementReduced costs through single issue management system
p pthe most important
pThe ‘old’ ways within the company did not meet the requirements of usability and cost that S b d d d
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More to come…Saab demanded as an independent enterprise.
SharePoint 2010 for Saab intranet and extranet
Saab Lean System (SLS) contains The Saab Management System
Navigation: The metadata structure and terms are build in Excel, using expandable syntax, term store files are created and imported to the Term Store
Information: The governing information is built with Visio diagrams and web parts for related documents, forms and templates, tags and links
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p g
SLS includes six main sites
•contains information and tagged documents regarding corporate policies•contains information and tagged documents regarding corporate policies
Policies
•a proprietary site which contains Visio process maps, created, web parts for tagged documents, forms and templates and taxonomy tags to upstream and downstream connected processes
•a proprietary site which contains Visio process maps, created, web parts for tagged documents, forms and templates and taxonomy tags to upstream and downstream connected processes
Processes
Performance Dashboards
•“automatically generated” status reports for effective communication and decision making•“automatically generated” status reports for effective communication and decision making
Performance Dashboards
•is an information and “training in the field” site, describing the company's core values and how to act to meet•is an information and “training in the field” site, describing the company's core values and how to act to meet
SLS Principles
is an information and training in the field site, describing the company s core values and how to act to meet thoseis an information and training in the field site, describing the company s core values and how to act to meet those
•contains governing information regarding what is not covered under "Processes“ or which is deemed important to be described and / or presented from additional angles
•contains governing information regarding what is not covered under "Processes“ or which is deemed important to be described and / or presented from additional angles
Regulations and Procedures
to be described and / or presented from additional anglesto be described and / or presented from additional angles
•is an individually tailored view composed depending on roles and responsibilities•is an individually tailored view composed depending on roles and responsibilities
My processes
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SLS - Main Page
Visio Services
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SLS - Processes main page (value stream view)
Clickable navigation
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SLS - Develop / deploy Business Plan & Strategies
Left Pane
• Navigation via taxonomy or• Navigation through embedded Visio
Hyperlinks
Right Pane
• Web parts for:• Specifying Documents• Selecting Forms & TemplatesHyperlinks • Selecting Forms & Templates
(tagged from documents centre)• Upstream & Downstream Process
tagged via taxonomy16
SLS - Metadata
Scroll down the process view to see the metadata card
“Process
Scroll down the process view to see the metadata card
“Process information”information”
Tagging an up- or downstream process
using taxonomy “Develop and deploy Business Plan and
Strategies”
Tagging an up- or downstream process
using taxonomy “Develop and deploy Business Plan and
Strategies”StrategiesStrategies
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Monitor process performance
Sh P i t 2010 id d fi d b t f it i Sh P i t kflSharePoint 2010 provides pre-defined webpart for monitoring SharePoint workflow
In SharePointIn SharePoint Designer 2010, click Workflow Settings to activate Workflow Visualization in SharePoint Site
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Business Activity Monitoring
Visio Diagram can be front-end of LOB system
LOB S t A LOB S t B LOB S t C
View diagram in web browser
LOB System A LOB System B LOB System C
Value Stream Map Supply Chain Diagram Network Diagram
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DemoDemo
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Partner ecosystem in Process ManagementT ti + SI h th h t f b f t d t l tiTwo tier + SI approach through out of box features and partner solution• Starting with easy process mapping• Focus on human & document centric workflow• Leverage customer’s existing IT investment in Microsoft Technology
End to End Processes with BPMS providerEnd to End Processes with BPMS providerPartner Solution
g g gy• Leverage Microsoft’s partner for end to end BPMS implementation
Com
plex
ityC
ompl
exity
SI partners for system d i &
Human & Document Centric Workflow Human & Document Centric Workflow Solu
tion
CSo
lutio
n C design &
deployment
Out of box features
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Out of box features
Summary: Visio and SharePoint for BPM
For more information
• Visio 2010: www.visiotoolbox.comVi i 2010 d Sh P i t 2010 f t• Visio 2010 and SharePoint 2010 for process management: http://visiotoolbox.com/2010/process-management.aspx
• Case studies:Case studies: http://visiotoolbox.com/2010/case-studies.aspx
Visio Premium 2010 Free Trialhttp://visiotoolbox.com/2010/trial-downloads.aspx
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Thank YouThank You(and to SAAB AB)(and to SAAB AB)( )( )
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