Transcript Agenda - Go Visualize

Fisher Investments:
Business Process &
Workflow
Mike Kremer
Visio and Project Solutions
Microsoft Corporation
Simplify complexity easier than ever
with Intuitive and professional diagraming tools!
Ribbon
Theme Gallery
Live preview
NEW Shapes window
Minimize ~ expand ~ customize
Sophisticated
NEW shapes
and graphics
Create a seamless look and feel
with Visio’s easy to use UI
Your 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
NEW status Bar: Zoom; switch between open documents; fit the page to
the window; switch back and forth from full-screen view
Visio Services for SharePoint 2010 Enterprise
Visualize complex data, ideas and processes in context
Share Dynamic and data-driven diagrams real-time
with anyone through Visio Services
Real-time, web-ready
Visio Diagrams
Refresh
Zoom



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.
Interactive, mash-up dashboards
with new Visio API

Pan
Hyperlink
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.
Ensure accuracy and consistency with
advanced and intelligent process management tools!
Validation
SharePoint®
Workflow Authoring
jump-start on modeling your
processes and business logic.
New advanced templates such as Business
Process Management Notations (BPMN) and
six sigma
Ensure accuracy and consistency in
your diagrams
Check your diagrams against a set of rules and
policies you define using validation
Simplify complex processes
Create sub-processes for simplification,
easy navigation, storage or re-use
SharePoint ® Workflow integration


SharePoint® workflows template
Import/export capability with
SharePoint Designer
Microsoft Confidential, Prototype Only
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
Visio 2010 SKUs - New Features
Business Diagrams
New Key Features
Standard
Professional
Premium
New Ribbon UI & Dynamic Preview
Licensing Promotion
Quick shape & Shape window
• Visio 2007 Professional with
SA customers receive Visio
2010 Premium. They will
pay SA n Premium at
renewal
Auto Align & Space
Insert and Delete Shapes
Auto Size (Infinite Page)
Container Object
New Cross Functional Flowchart
Step-up
Step-up
• Customers have the option
to stay with Professional or
have a Pro/Premium mix
Backstage
Process Diagram
DataDriven
Diagram
DWG Enhancement
Data legend & New Data Graphics UI
Excel Services support
Visio Services
Visio Services
• Publishing dynamic datadriven diagram from Visio to
SharePoint Server require
Professional or Premium
Six Sigma / Compliance stencils
SharePoint Workflow Template
BPMN Template
Insert Subprocess
Structured Diagram Validation
Workflow Visualization
• Viewing published dynamic
data-driven diagram in a
browser via Visio Services
requires the SharePoint
ECAL. It does not require
installing a Visio viewer
or Visio on the local PC.
Offer Good Until Visio
2010 Purchase Availability
More Visio Info
• www.Visio.com – general Visio info
• www.VisioToolBox.com – Free tools and template downloads,
Visio 2010 info
• www.GoVisualize.com – List of recorded training, guides,
upcoming webcasts
• http://blogs.msdn.com/visio/ - all kinds of Visio 2010 details
Visio Services
Visio 2010 Overview
New
General IW’s
Product
Theme
Solution
Scenario
Product
Value
Visio
Premium
IT and
Process Pros
Specialty IW’s
and IT Pros
Diverse set of intuitive and
professional Diagrams
Dynamic, data-driven diagrams
with real-time web-sharing
Intelligent and Advanced
diagrams and process tools
Simplify complexity with a diverse
set of intuitive and professional
tools for static diagramming
Get a bold new view on your data –
within rich diagrams that can
automatically refresh and be easily
shared online with anyone.
Improve consistency and accuracy
across your organization with
advanced diagramming and new
process management tools.
Diverse set of static diagrams:
• Flowchart / Swimlane
• Org Chart / Block Diagram
• Timeline / Calendar
Dynamic, data-driven diagrams in
• Business Intelligence
• IT Management & Security
• Business & Technical Drawings
•
•
•
•
• 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
• 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
• New SharePoint Workflow and
BPMN templates with new
validation feature provide rich
process modeling environment
• Workflow Visualization and new
process enhancements improve
collaboration in human & document
centric workflow
• Subprocess supports standardization
and reuse
Intelligent and advanced diagrams in
BPA / BPM
Compliance/ Quality
Rule-based Diagrams
Dynamic, Data-driven Diagrams
Visio Services
PNG/
XAM
L
Generate and publish
“VDW” file to the server.
Consumer requests a
VDW, the server returns a
PNG or XAML
representation of a
refreshed diagram
VDW
Visio Services
Consumer
in
Browser
Creator
Create dynamic,
data-driven
diagrams
Consumers can navigate and
refresh in the browser and open
the diagram in Visio 2010
Database
Visio Solutions
Visio Solution Platform
Range of Visio Solutions can be classified in 4 categories
Custom
Content
Less code / cost
Drawing
Automation
Drawing
Interaction
Modeling
More code / cost
Visio 2007 solutions help customers identify
operational inefficiencies
Use comprehensive and robust business process analysis capabilities
in Visio 2007 to capture, explore and communicate current business
processes and identify operational inefficiencies
Penn State Milton S. Hershey Medical Center saved money by
using Office Visio 2007 to identify operational inefficiencies and
improve access to and the quality of emergency care at less cost
“In three days time, Microsoft and Orlando Software Group were
able to provide us with more business intelligence and insight than
we were able to achieve in two years of study” – Dr Christopher
DeFlitch, Director and Vice Chair, Department of Emergency
Medicine, Penn State Milton S. Hersey Medical Center
Health insurer used business process analysis tools to improve
service and save $75,000
“Having a visual representation of our program’s processes helped
us validate our data and gave us a higher level of confidence about
the decisions that we made.” Maria Hare, Corporate Health
Services Manager, Highmark Inc.
Visio 2007 solutions help customers gain
business insights
Use Visio to link data to diagrams to visualize and explore complex data
and make better and faster decisions
Ste. Michelle Wine Estates saved $100K in the first year by
using Office Visio 2007 for highly visual data dashboards to make
better and faster decisions
“Our people grin when they see the dashboard for the first time.
That’s because they haven’t seen data this way before and it is
very pleasing to get a quick in depth look at the data.” – Joe
Gregg, IT Director, Ste. Michelle Wine Estates
Visio 2007 solutions help customers reduce IT
costs and risks
Use Visio to document IT infrastructure and improve critical IT processes
thus enhancing compliance and reducing IT costs
Virtusa, a global information technology (IT) services
company providing IT consulting, technology implementation
and application outsourcing services implemented Office
Visio 2007 and its add-ins. Some of the benefits they
received include
• Improved IT Infrastructure data efficiency by 25 Percent
• Reduced manual intervention by 40 percent
• Increased employee productivity by 30 percent
“Networking data consolidation was time-consuming and outdated by the time
the activity was completed. With Microsoft Office Visio 2007 and its IT
infrastructure add-ins, we save 30 percent of employee time spent on these
tasks and access information in real time.” Ranga Prasad T, Associate
Manager - Global Systems, Virtusa Corporation
Visio 2007 solutions help customers improve
project management
Use Visio to improve the project planning process by visually creating,
editing, and modifying project plans using Visio to better understand
and more effectively communicate key information
A Global Pharmaceutical Company expects to save
$2M annually by developing a new set of tools and
reports using Office Visio 2007 to visualize project
status and explore resource availability while
reducing project management costs
Staff report on planned vs. actual
work completed YTD created
using Office Visio 2007
“We have enabled our project managers to produce
real-time resource capacity reports while eliminating
the manual status tracking process.” – Senior Project
Manager , IT Lab
Visio 2007 solutions help customers enhance
compliance and reduce risks and audits
Use Visio to document and improve critical processes thus enhancing
compliance and reducing audit costs
Banco de Venezuela saved $3M annually by implementing a workflow
solution based on Visio 2007 which helped the bank to visualize and
explore complex claims data faster and to better resolve and monitor
customer claims
“ We can visually monitor claims process and realize value from our
existing claims systems. This helps identify and eliminate bottlenecks,
improve customer satisfaction, and resolve more claims faster” – Marie
Blanco Fombona, VP of Organization and corporate quality, Banco de
Venezuela
iGate, an IT services, consulting, and process outsourcing company
achieved Capability Maturity Model Integration (CMMI) Level 5 using
Office Visio 2007
“With Excel and Visio 2007, we integrated advanced statistical tools and
process mapping tools across the organization. These tools helped us in
achieving CMMI Level 5.” Ravi Mani, VP, Organizational Excellence,
iGATE
New API’s in Visio 2010
Structured Diagram
 Validation
 Connectivity
 Visio Services
 Sub-process
 Fluent UI
