ishan bhaumik | microsoft visio solutions specialist january 27, 2010 tips & techniques tips...
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Ishan Bhaumik | MicrosoftVisio Solutions Specialist
January 27, 2010
Tips & Techniques
Visio Session – Dana Farber Cancer
Institute
My Objectives
• Introductions
• Background of Visio
• Demo of Visio features
• Background Visio’s investments
• Asks
Introductions• Introduce myself
• Who am I?• Why am I doing this?
• Getting to know you…• Who are you?• Your familiarity with Visio• Why are you here?
• What do you use Visio for?
What is Visio? Visio’s inspiration: Diagramming Tools
Visio is the heart of business diagrams
5
Gartner: Magic Quadrant for BPA Tools Gartner : BPA Tool Market Revenue Breakdown
• Total 15M+ legal users
• No.1 Market Share in BPA tool market
• Leader Position in MQ for BPA Tool Market
Why use Visio to document processes?
Data Diagrams
Why use Visio?
Data
Diagrams
Visio brings your Data and
Diagrams in one place
But why is this better?
Why use Visio?
Visualize
• The Basics• Faster• Easier• More efficient
Explore
• Analyze Data• Gain Insights• See Your
Business
Communicate
• Collaborate• Educate• Inform• Share
Far More Than Pictures
Demo Agenda – Visio 2007
1.Visio’s ease of use: the Fundamentals2.How Visio brings your Data together with
your Diagrams3.Main features with Visio 20074.Visio integration with other Microsoft
Products5.Glimpse of Visio relevant features of Visio
2010
The evolution of Visio 2007
*Source: Visio team research, US only data
Visio 2007 addresses key diagramming challenges for users.
Import and link multiple sources of data to existing diagrams
Visually analyze critical information with color and icons
Refresh data at regular intervals from multiple data sources, then export reports to multiple sources
Link Data toShapes
Visio Today – Visio 2007 Pro
Data Graphics
Data Refresh & Reporting
Data GraphicsFour types of Visual Effects in Data Visualization
Icon Set
Text
Color by ValueData Bar
Introducing… Visio 2010
Visio 2010: Macro Trends leading to Launch
• Customers have moved beyond simple documentation of business processes
Quality
• Improve speed, reduce defects, lower costs
Compliance
• Ensure consistency, compliance with laws
BPM
• Improve processes through automation
Customer input for Visio 2010
“Make Visio easier to use!”
“Visio is not complex enough”
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Ease Of Use Visio ServicesProcess
Management
Visio 2010 Areas of Investment
We need a powerful diagraming tool that’s simple &
intuitive
We need diagrams & dashboards that are
easy to share and updated in real time
We need to make documenting and
modeling processes more consistent and
easily
Visio 2010 Features
Ease of Use
• Office Fluent UI• Outspace and Ribbon
(tabs)• Live Preview• Mini Toolbars
• Visio Chrome Enhancements• Shapes Window• Quick Shapes• Shape Visual Refresh• Page Tab Improvements
• Diagramming Improvements• AutoConnect• Auto-Size Page• Dynamic Grid• Copy/Paste• Themes• DWG Support
Process Management
• Flowcharting Experience• Insert & Delete Shapes• Incremental Layout• Connector Routing
• Structured Diagrams• Containers, Lists, and
Callouts• Cross-functional
flowchart• Sub-process• Diagram Validation• BPMN Shapes• Structured Diagrams API
• SharePoint Integration• Process Diagram
Repository• Visual Workflow Designer
Visio Services
• Diagram Publishing• Publish diagram to
server
• Rendering and Navigation• SharePoint Web Part UI• Rendering• PNG• Silverlight XAML
• Overlay API
• Data Connectivity & Refresh• Data Sources: SQL,
Excel, WSS, OLEDB, ODBC
• Data Connectivity API• Data Graphics Refresh
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Visio 2010 Areas of InvestmentFree Step Up for Visio Pro + SA
VisioStandardGeneral IW’s
Visio ProfessionalSpecialty IW’s , BDMs & IT Pros
Visio Premium
Advanced IT and Process Pros
Product Theme
Product Value
Solution Scenario
Static Business Diagrams
The best diagramming tool for static business diagrams with a variety of templates and stencils
Business Diagramming• Flowchart / Swimlane• Org Chart / Block Diagram• Timeline / Calendar
• Powerful diagramming functionality to visualize systems and processes
• Familiar Office User Interface and tight integration with other Office applications
• Ease of Use enhancements take pain out of business diagramming
Refreshable Data-linked IT and Business Diagrams
The best data visualization tool for sharing information with context across the organization
Data Visualization • Business Intelligence• IT Management & Security• Business & Technical Drawings
• Visio Services deliver rich, low cost graphical digital dashboard across the organization
• Pivot Diagram provides graphical drill down BI analysis with Excel, Access, SQL AS, and OLEDB/ODBC as data sources.
• DWG enhancement provides CAD integration with technical drawing
Advanced Intelligent IT and Business Diagrams
The best diagramming tool with SharePoint integration for process modeling & monitoring
Intelligent Diagrams• BPA / BPM• Compliance/ Quality• Rule-based Diagrams
• New SharePoint Workflow and BPMN templates with new validation feature provide rich process modeling environment
• Workflow Visualization and Process Repository improve collaboration in human & document centric workflow
• Subprocess supports standardization and reuse
New
DEMOIntroducing Visio 2010
• Evaluate Visio 2007
• All in handouts
• Go to www.visiotoolbox.com to download WBS modeler, BPM Swimlane demo, other free add-ins
• Download Free Visio 2010 Beta
• www.Visiotoolbox.com/2010
• Referral to other groups for widespread webcast
Conclusion - Asks
Please contact me if you have any [email protected]
APPENDIX
Ribbon Theme Gallery
NEW status Bar: Zoom; switch between open documents; fit the page to the window; switch back and forth from full-screen
view
NEW Shapes windowMinimize ~ expand ~
customize
Live preview
New User Interface features: Fluent UI Automatic alignment and
spacing Auto-connect and Quick Shape
Mini Toolbar New expandable Shapes Window New status bar Infinite canvas Improved usability and
scalability
Sophisticated NEW shapes and graphics
Create a seamless look and feel with Visio’s easy
to use UI
Ease Of Use
Real-time, web-readyVisio Diagrams
Interactive, mash-up dashboards with new Visio
API
• Share your real-time data-linked diagrams on the web using Visio services.*
• Explore Visio hosted diagrams using hyperlink, refresh, pan, and zoom capabilities.
• View your hosted diagrams in Silverlight™ or PNG format.
• Use Visio Services in conjunction with data from other applications to create corporate mash-ups.
*included as part of SharePoint Server installation (Enterprise CAL). No Visio installation required to view.
Refresh
Pan Hyperlink
Zoom
Visio Services
Visio Services
Creator
Database
Visio Services
Consumer in Browser
VDW
PNG/ XAML
Create dynamic, data-driven diagrams
Generate and publish “VDW” file to the server.
Consumer requests a VDW, the server returns a PNG or XAML representation of a refreshed diagram
Consumers can navigate and refresh in the browser and open the diagram in Visio 2010
Visio Services Screen Shot
Check your diagrams against a set of rules and policies you define using validation
Create sub-processes for simplification, easy navigation, storage or re-use
• SharePoint® workflows template• Import/export capability with
SharePoint Designer
Ensure accuracy and consistency in your disarms
Simplify complex processes
SharePoint Workflow integration
Microsoft Confidential, Prototype Only
SharePoint® Workflow Authoring
Validation jump-start on modeling your processes and business logic.
New advanced templates such as Business Process Management Notations (BPMN) and six sigma
Process Management
BPMN (Business Process Modeling Notation)
BPMN template provides sophisticated process modeling with BPMN 1.1 rule validation
Change model type by choosing model definition from right click menu
Workflow Capabilities in Visio 2010• New template in Visio 2010, Shapes match activities in SharePoint 2010• Validate & export as XOML workflow to SharePoint Designer 2010
• Packaged as VWI file: XOML, rules, diagram
• Modify, parameterize and deploy using SharePoint Designer 2010
• Import workflow from SharePoint Designer 2010 to generate / update Visio diagram
Intuitive Navigation!Fluent UI, New Shapes Window, New Status Bar
Intuitive Navigation! Backstage™ view
Dynamic, Data-driven Diagrams
Quick Shapes & Quick Shapes Mini Tool Bar
Quick Shape provides summarized view from each stencil
Quick Shapes:The user can create correction of shapes with own selection
Minimizing Stencil Pane
Quick Shapes Mini Tool Bar provides your selection of first 4 shapes within Quick Shapes pane for productive flowchart creation
Inserting & Deleting Shape
Drag Shape into insufficient space
Open space to accommodate new shapes
Delete Shape between Connector
Connector is healed automatically
If Connector has definition Connector won’t be healed
Dynamic Grid & Drag Out Connector
Dynamic Grid: Visual guides to help position and align shapes relative to one another
Drag Out Connector: The ability to drag-out a new connector by simply clicking on an AutoConnect blue arrow
Auto Align & Space• One click and magically everything is aligned!
Before
After
Page Auto Size
• Like an infinite canvas• Much easier to create large
diagrams
Page Auto Size:When Object is placed on Page Break, Page Size will expand automatically
Container: A shape/object that visually contains and logically relates other shapes on the page.
Step 1: Select Shapes
Step 2: Select Container Types from Insert menu
Step 3: Select Heading Style and Margins from Contextual Tab
Theme & Live Previewbreak the repetitive
“Undo” cycle! Save time!
View the result of formatting changes in your diagram as you
move through the options and before committing to
them.