Visualize Complex Processes with Microsoft Visio

Streamline your business by creating clear, concise process diagrams with Microsoft Visio, and share them securely for viewing, reviewing, and collaboration

Key Features
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
Book 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.

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
Who this book is 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.

Table of Contents
Choosing the Correct Business Process Diagram Type
Choosing the Best Visio Edition for Our Needs
Learning to Manually Create Process Flow Diagrams
Using Visio for Desktop with BPMN
Utilizing Data Sources to Create and Enrich Business Process Diagrams
Learn How to Diagram Efficiently
Preparing Diagrams for Presentation and Collaboration
Securing and Providing Access to Diagrams
Integrating Visio with Other Microsoft Apps
Customizing Master Shapes and Templates
Improving the Provided Flowchart Shapes