Visio Session –
Dana Farber Cancer Institute
Tips & Techniques
Ishan Bhaumik | Microsoft
Visio Solutions Specialist
January 27, 2010
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
• Total 15M+ legal users
• No.1 Market Share in BPA tool market
• Leader Position in MQ for BPA Tool Market
Gartner : BPA Tool Market Revenue Breakdown
5
Gartner: Magic Quadrant for BPA Tools
Why use Visio to document processes?
Data
Diagrams
Why use Visio?
Data
Visio brings your
Data and Diagrams
in one place
But why is this better?
Diagrams
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 Fundamentals
2. How Visio brings your Data together with your
Diagrams
3. Main features with Visio 2007
4. Visio integration with other Microsoft Products
5. Glimpse of Visio relevant features of Visio 2010
The evolution of Visio 2007
Visio 2007 addresses key diagramming challenges for users.
*Source: Visio team research, US only data
Visio Today – Visio 2007 Pro
Link Data to
Shapes
Import and link multiple
sources of data to existing
diagrams
Data Graphics
Visually analyze critical
information with color and
icons
Data Refresh &
Reporting
Refresh data at regular
intervals from multiple data
sources, then export reports
to multiple sources
Data Graphics
Four types of Visual Effects in Data Visualization
Icon Set
Text
Data Bar
Color by Value
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”
Visio 2010 Areas of Investment
Ease Of Use
We need a powerful
diagraming tool that’s
simple & intuitive
16
Visio Services
We need diagrams &
dashboards that are
easy to share and
updated in real time
Process
Management
We need to make
documenting and
modeling processes
more consistent and
easily
Visio 2010 Features
Ease of Use
Process Management
• Office Fluent UI
• Outspace and Ribbon (tabs)
• Live Preview
• Mini Toolbars
• Flowcharting Experience
• Insert & Delete Shapes
• Incremental Layout
• Connector Routing
• Visio Chrome
Enhancements
• Shapes Window
• Quick Shapes
• Shape Visual Refresh
• Page Tab Improvements
• Structured Diagrams
• Containers, Lists, and
Callouts
• Cross-functional flowchart
• Sub-process
• Diagram Validation
• BPMN Shapes
• Structured Diagrams API
• Diagramming
Improvements
• AutoConnect
• Auto-Size Page
• Dynamic Grid
• Copy/Paste
• Themes
• DWG Support
• 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
Visio 2010 Areas of Investment
Free Step Up for Visio Pro + SA
General IW’s
Product
Theme
Solution
Scenario
Product
Value
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New
Specialty IW’s ,
BDMs & IT Pros
Visio
Premium
Advanced IT and
Process Pros
Static Business Diagrams
Refreshable Data-linked IT
and Business Diagrams
Advanced Intelligent IT
and Business Diagrams
The best diagramming tool for static
business diagrams with a variety of
templates and stencils
The best data visualization tool for
sharing information with context
across the organization
The best diagramming tool with
SharePoint integration for process
modeling & monitoring
Business Diagramming
• Flowchart / Swimlane
• Org Chart / Block Diagram
• Timeline / Calendar
Data Visualization
• Business Intelligence
• IT Management & Security
• Business & Technical Drawings
Intelligent Diagrams
• BPA / BPM
• Compliance/ Quality
• Rule-based Diagrams
• 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
• 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
• 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
DEMO
Introducing Visio 2010
Conclusion - Asks
•
Evaluate Visio 2007
•
All in handouts
•
Go to www.visiotoolbox.com to download WBS
modeler, BPM Swimlane demo, other free addins
•
Download Free Visio 2010 Beta
•
•
www.Visiotoolbox.com/2010
Referral to other groups for widespread
webcast
Please contact me if you have any questions
Ishanb@microsoft.com
APPENDIX
Ease Of Use
Ribbon
Theme Gallery
Live preview
NEW Shapes window
Minimize ~ expand ~ customize
Sophisticated
NEW shapes
and graphics
Create a seamless look and feel
with Visio’s easy to use UI
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
NEW status Bar: Zoom; switch between open documents; fit the page to
the window; switch back and forth from full-screen view
Visio Services
Real-time, web-ready
Visio Diagrams
Refresh
Zoom
•
•
•
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.
Interactive, mash-up dashboards
with new Visio API
•
Pan
Hyperlink
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.
Visio Services
PNG/
XAML
Generate and publish
“VDW” file to the server.
Consumer requests a
VDW, the server returns a
PNG or XAML
representation of a
refreshed diagram
VDW
Visio Services
Consumer in
Browser
Creator
Create dynamic,
data-driven
diagrams
Consumers can navigate and
refresh in the browser and open
the diagram in Visio 2010
Database
Visio Services Screen Shot
Process Management
Validation
SharePoint® Workflow
Authoring
jump-start on modeling your
processes and business logic.
New advanced templates such as Business
Process Management Notations (BPMN) and
six sigma
Ensure accuracy and consistency
in your disarms
Check your diagrams against a set of rules
and policies you define using validation
Simplify complex processes
Create sub-processes for simplification,
easy navigation, storage or re-use
SharePoint Workflow integration
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•
SharePoint® workflows template
Import/export capability with
SharePoint Designer
Microsoft Confidential, Prototype Only
BPMN (Business Process Modeling
Notation)
Workflow Capabilities in Visio 2010
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•
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
Inserting & Deleting Shape
Dynamic Grid & Drag Out Connector
Auto Align & Space
•
One click and magically everything is aligned!
Page Auto Size
Container:
A shape/object that visually contains and logically relates other shapes on the
page.
Theme & Live Preview
break 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.