Visualize Complex Processes with Microsoft Visio: A guide to visually creating, communicating, and collaborating business processes efficiently

David Parker

Senaj Lelic

₱1101.99 ~~₱1224.99~~

4.8 (12 Ratings)

eBook May 2023 314 pages 1st Edition

eBook

₱1101.99 ~~₱1224.99~~

David Parker

Senaj Lelic

₱1101.99 ~~₱1224.99~~

4.8 (12 Ratings)

eBook May 2023 314 pages 1st Edition

eBook

₱1101.99 ~~₱1224.99~~

₱1101.99 ~~₱1224.99~~

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Key benefits

Learn built-in diagram types or create custom ones to describe flow steps effectively
Unlock the skills and techniques needed to efficiently and speedily capture and communicate complex flows
Understand how to store securely, integrate with other apps, and import and export flow steps

Description

Every business has process flows, but not all of them are fully described to or verified for accuracy with each stakeholder. This not only presents a risk for business continuity but also removes the ability to make insightful improvements. To make these complex interactions easy to grasp, it’s important to describe these processes visually using symbology that everybody understands. Different parts of these flows should be collaboratively developed and stored securely as commercial collateral. Visualize Complex Processes with Microsoft Visio helps you understand why it is crucial to use a common, systematic approach to document the steps needed to meet each business requirement. This book explores the various process flow templates available in each edition of Microsoft Visio, including BPMN. It also shows you how to use them effectively with the help of tips and techniques and examples to reduce the time required for creating them, as well as how you can improve their integration and presentation. By the end of this book, you’ll have mastered the skills needed to create data-integrated business flowcharts with Microsoft Visio, learned how to effectively use these diagrams collaboratively, but securely, and understood how to integrate them with other M365 apps, including Excel, Word, PowerPoint, and Power Automate.

Who is this book for?

If you’re a manager, analyst, or designer of business processes, then this book will help you create professional process diagrams effectively and consistently to improve the accuracy of communication and facilitate impactful insights. This book will also be useful for beginners or power users who are seeking tips and techniques to capture process flows from context and customize diagrams to meet academic as well as corporate standards.

What you will learn

Choose an appropriate flowchart diagram type to describe process steps
Develop the skills to efficiently use Visio to draw process flowcharts
Discover how to create process flows diagrams to meet the BPMN standard
Find out how to synchronize Excel tables with Visio process flowcharts
Store flowcharts that can also be used for collaboration securely
Understand how to export flowcharts and data to other M365 apps
Discover how Visio ShapeSheet functions can increase productivity

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

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MJ Jun 03, 2023

This book is for every business user with a Microsoft 365 license! Whilst power users of Visio still need the desktop version (Plan 2), everyone can now use Visio to map their business processes. My consulting company’s business is all about solving business problems through understanding business processes. And it needs to be documented. The benefits are plenty. This book teaches its readers how to use Visio effectively to document their processes. And then how to share and collaborate. What is great is that, at the beginning of each chapter, the authors indicate what versions of Visio applies to the chapter.It is not a book that should be read in a lounge chair. Sit in front of your computer and replicate what the authors explain. Download the example code files. Learn. I’ve been a Visio user for many years, but I’m learning so much from the authors. For instance, I’ve never used screentips, and now I’m going to do that for sure!Last year I consulted to a client on an ERP implementation project and stressed to them that they need their business processes mapped in a step-by-step way in order to firstly test the new system and secondly to train new users. There was no time, so people simply listed the process steps in Excel. With little extra effort, we could have all the processes mapped, if only I knew.The chapter on utilizing data sources is a must read for power users. It has so many applications that will make life easier for business people. I use this regularly to generate organization charts for clients – something that can be a pain to keep up to date.My company developed its own business process methodology called VizPro® and a few years back David Parker helped us to automate aspects of it. So I’m not a BPMN fan, but reading how to automate processes using the BPMN stencil and template, has me all exited and something I will get my teeth into right away! And exporting to Word makes writing those SOPS so much easier.I can go on. This book covers the A to Z of creating, sharing and collaborating business processes in Visio. I highly recommend it.

Amazon Verified review

John G. May 27, 2023

I've known David and Šenaj for many years, even so they've done a great job and so I my conscious is clear in giving this book a good report!This is a great book for anyone using Visio for process mapping. It covers everything from simple flowcharting all the way through to BPMN. It has a strong emphasis on the practical – how to create diagrams in Visio, how to spot some of the hurdles that many users encounter and, how to workaround or improve them. There’s lots of integration advice for collaboration and working with other parts of the M365 ecosystem.If you’re using Visio for process mapping then I’d highly recommend it as an addition to your bookshelf.John Goldsmith (Visio MVP)

David N Broggy May 18, 2023

I've been using Visio for 20+ years and the pursuit of professional looking visios can be a big deal for both internal communications and the judging eyes of your clients.Here's what I look for in a good technical document and my observations from this particular book:- does it provide a good volume of information that is NOT copied from typical online documentation - YES- does it cover the full scope of the subject from zero to hero? - YES- does it provide good examples on critical topics? - YES, there are a LOT of examples!- does it provide references to external resources to expand on what is provided in the book? - YESThis book is a keeper!David Broggy, Microsoft MVP

Stuart Edeal Mar 05, 2024

"Visualize Complex Processes with Microsoft Visio" is demystifies the world of process visualization using Microsoft Visio. This book proves to be an essential resource for professionals seeking to enhance their process mapping skills and communicate complex ideas with clarity.This book has a practical approach to using Microsoft Visio to visualize intricate processes. Whether you are a beginner looking to explore the basics or a mature user aiming to build your skills, the step-by-step instructions, accompanied by screenshots and examples, allow you to follow along easily. The book guides users through the Visio's capabilities and discusses best practices for creating visually compelling images and graphs. Each chapter of this book builds upon the previous one, creating a learning journey."Visualize Complex Processes with Microsoft Visio" is a great resource for a variety of roles, from project management to business analysis. This guide demonstrates the potential of Microsoft Visio of visualizing complex processes and communicating data to others.

Morph360Tech May 19, 2023

I have had the great privilege of reviewing this book , I have used Visio from version 2 back on Windows for Workgroups and it is may goto flow program of all time so I jumped at the chance of seeing the point of view from a great author like David and Senaj.Just from the contents page and seeing what was hidden within these pages I thought this is going to be great from BPMN to using Data Sources and even Power Automate as well as explaining what you get with different licences something Microsoft could learn to do more of, what a great resource and something I will not use as my go to resource.If you are someone that dabbles with business processes, then this book will help you create professional process diagrams. The book explains how you can improve and create great impactful insights. Even if you are a power user who are looking for a better way or techniques to capture process flows from context and customise your diagrams then this book will help guide you.I loved the section on 'Preparing Diagrams for Presentation and Collaboration' as it covers how to control the navigation, dictated text and colour contrast for accessibility, and consider how to present the diagrams in multiple languages well what a winner for everyone across the globe where we are all becoming more universal in our language of pictorial overviews.Wow it took me back to when I played with the master shapes and templates when I used to make air rifle targets and I wanted to use the shapesheet to have exact measurements it was a game changer once I understood the formulas and they really go to town on this.I never knew you could have PowerBI and Visio working together I am sure a whole book could be written on that one but I loved this chapter very insightful.I would love to see future developments especially incorporation of AI Technologies and it would be a pleasure to review Visio and see what these great authors would make of them if Microsoft decided to enable Visio to have AI.

Visualize Complex Processes with Microsoft Visio: A guide to visually creating, communicating, and collaborating business processes efficiently

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