Ishan Bhaumik | Microsoft Visio Solutions Specialist January 27, 2010 Tips & Techniques 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 ToolsGartner : 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 Visio’s ease of use: the Fundamentals 2. How Visio brings your Data together with your Diagrams 3. Main features with Visio Visio integration with other Microsoft Products 5. 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 to Shapes Link Data to Shapes Visio Today – Visio 2007 Pro Data Graphics Data Refresh & Reporting

Data Graphics Four types of Visual Effects in Data Visualization Icon Set Text Color by Value Data 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”

16 Ease Of Use Visio Services Process 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

18 Visio 2010 Areas of Investment Free Step Up for Visio Pro + SA General IW’s Specialty 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

DEMO Introducing Visio 2010

Evaluate Visio 2007 All in handouts Go to to download WBS modeler, BPM Swimlane demo, other free add- ins Download Free Visio 2010 Beta Referral to other groups for widespread webcast Conclusion - Asks Please contact me if you have any questions

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 window Minimize ~ expand ~ customize NEW Shapes window Minimize ~ 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-ready Visio Diagrams Real-time, web-ready Visio 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

Creator Database 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)

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

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.