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”

16

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

18

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 questionsIshanb@microsoft.com

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.