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Visualize Complex Processes with Microsoft Visio

You're reading from   Visualize Complex Processes with Microsoft Visio A guide to visually creating, communicating, and collaborating business processes efficiently

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837631926
Length 314 pages
Edition 1st Edition
Tools
Concepts
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Authors (2):
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Senaj Lelic Senaj Lelic
Author Profile Icon Senaj Lelic
Senaj Lelic
Šenaj Lelić has worked in IT since 1991, and studied economy at the university of Munich (special studies: strategic management and software based Business Process management). Starting with BORLAND, he went on to work with Visio Corporation in 1996. Since then he has worked on many visualization solutions for different customers. When Visio was acquired by Microsoft in 2000 his focus shifted to Microsoft.NET and SharePoint, extending to support technologies such as SQL Server and Microsoft Teams.nOne consistent activity has been the creation and planning/architecture of BPM solutions and technologies - always using Visio as the graphical engine, but extending with SQL Server and SharePoint to create powerful but easy to use BPM solutions.
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See other products by Senaj Lelic
David Parker David Parker
Author Profile Icon David Parker
David Parker
David J Parker's background has been in data visualization ever since he struggled to produce lists of hospital equipment from Computer Aided Design models of buildings as a budding architect in the '80s. He moved into building and infrastructure asset management in the late '80s using a Unix system and gradually migrated to Windows-based systems throughout the '90s.nnHe became a European Business partner of Visio Corporation in 1996 and presented the database-linked Visio solutions that he was providing merchant banks in London and New York with at several international conferences. David started bVisual Ltd. in 1998, which provides Visio-based solutions to various industries, and became a Silver-level Microsoft partner.nnHe has been a Microsoft MVP (Visio) for the last 12 years and has helped Microsoft Corp, UK and Western Europe, by providing Visio solutions, training, website content, and presentations. David has had several books on Visio published and has been presenting Visio/SharePoint integration courses for many years for Microsoft Western Europe, from Oslo in the North down to Lisbon in the South. He has presented at SQL and SharePoint Saturday conferences and writes a regular blog for people interested in Microsoft Visio.
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Toc

Table of Contents (14) Chapters Close

Preface 1. Chapter 1: Choosing the Correct Business Process Diagram Type 2. Chapter 2: Choosing the Best Visio Edition for Our Needs FREE CHAPTER 3. Chapter 3: Learning to Manually Create Process Flow Diagrams 4. Chapter 4: Using Visio for Desktop with BPMN 5. Chapter 5: Utilizing Data Sources to Create and Enrich Business Process Diagrams 6. Chapter 6: Learn How to Diagram Efficiently 7. Chapter 7: Preparing Diagrams for Presentation and Collaboration 8. Chapter 8: Securing and Providing Access to Diagrams 9. Chapter 9: Integrating Visio with Other Microsoft Apps 10. Chapter 10: Customizing Master Shapes and Templates 11. Chapter 11: Improving the Provided Flowchart Shapes 12. Index 13. Other Books You May Enjoy

Exporting processes to Microsoft Word for documentation

We looked at some parts of the Process ribbon tab in previous chapters, but now we will concentrate on the Export | Word button that is available in the desktop Visio Plan 2 edition:

Figure 9.1 - The Process | Export | Word option

Figure 9.1 - The Process | Export | Word option

This command opens an Export To Word panel with two tabs: Preview and Settings, as shown in the following screenshot:

Figure 9.2 - The Export To Word panel

Figure 9.2 - The Export To Word panel

The Preview tab displays a preview image of each of the container shapes, titled with their header text, and other shapes that respect the options on the Settings tab. By default, all 2D (non-connector) shapes with a label are included.

The subject shape of each preview item is selected on the page whenever the preview image is selected. The preview image has a right-click context menu that displays the following commands:

  • Exclude from output: This prevents the item from being...
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Authors (2)

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Profile icon David Parker
David Parker
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David J Parker's background has been in data visualization ever since he struggled to produce lists of hospital equipment from Computer Aided Design models of buildings as a budding architect in the '80s. He moved into building and infrastructure asset management in the late '80s using a Unix system and gradually migrated to Windows-based systems throughout the '90s. He became a European Business partner of Visio Corporation in 1996 and presented the database-linked Visio solutions that he was providing merchant banks in London and New York with at several international conferences. David started bVisual Ltd. in 1998, which provides Visio-based solutions to various industries, and became a Silver-level Microsoft partner. He has been a Microsoft MVP (Visio) for the last 12 years and has helped Microsoft Corp, UK and Western Europe, by providing Visio solutions, training, website content, and presentations. David has had several books on Visio published and has been presenting Visio/SharePoint integration courses for many years for Microsoft Western Europe, from Oslo in the North down to Lisbon in the South. He has presented at SQL and SharePoint Saturday conferences and writes a regular blog for people interested in Microsoft Visio.
Read more
See other products by David Parker
Profile icon Senaj Lelic
Senaj Lelic
Šenaj Lelić has worked in IT since 1991, and studied economy at the university of Munich (special studies: strategic management and software based Business Process management). Starting with BORLAND, he went on to work with Visio Corporation in 1996. Since then he has worked on many visualization solutions for different customers. When Visio was acquired by Microsoft in 2000 his focus shifted to Microsoft.NET and SharePoint, extending to support technologies such as SQL Server and Microsoft Teams. One consistent activity has been the creation and planning/architecture of BPM solutions and technologies - always using Visio as the graphical engine, but extending with SQL Server and SharePoint to create powerful but easy to use BPM solutions.
Read more
See other products by Senaj Lelic
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