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

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

Purchase of the print or Kindle book includes a free PDF eBook

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.

簡化您的業務流程，使用Microsoft Visio創建清晰、簡潔的流程圖，並安全地共享以供查看、審查和協作。

購買印刷版或Kindle書籍將包含免費的PDF電子書。

主要特點：

- 學習內置的圖表類型或創建自定義類型以有效描述流程步驟
- 掌握高效捕捉和傳達複雜流程所需的技能和技巧
- 瞭解如何安全存儲、與其他應用程序集成，以及導入和導出流程步驟

書籍描述：

每個企業都有流程流程，但並非所有流程都被完整描述或與每個利益相關者驗證準確性。這不僅對業務連續性構成風險，還剝奪了進行深入改進的能力。為了使這些複雜的互動易於理解，重要的是使用每個人都理解的符號來視覺化描述這些流程。這些流程的不同部分應該是協作開發並安全存儲為商業資產。

《使用Microsoft Visio視覺化複雜流程》幫助您瞭解為滿足每個業務需求而記錄所需步驟的共同系統化方法的重要性。本書探討了Microsoft Visio每個版本中提供的各種流程流程模板，包括BPMN。它還通過提示、技巧和示例，展示了如何有效使用它們，以減少創建所需的時間，以及如何改進其集成和呈現方式。

通過閱讀本書，您將掌握使用Microsoft Visio創建數據集成的業務流程圖的技能，學習如何以協作但安全的方式有效使用這些圖表，並瞭解如何將它們與其他M365應用程序（包括Excel、Word、PowerPoint和Power Automate）集成。

您將學到什麼：

- 選擇適當的流程圖類型來描述流程步驟
- 發展使用Visio繪製流程圖的高效技巧
- 瞭解如何創建符合BPMN標準的流程流程圖
- 發現如何將Excel表格與Visio流程圖同步
- 安全存儲可用於協作的流程圖
- 瞭解如何將流程圖和數據導出到其他M365應用程序
- 發現Visio ShapeSheet功能如何提高生產力

本書適合對業務流程進行管理、分析或設計的經理、分析師或設計師，它將幫助您有效且一致地創建專業的流程圖，以提高溝通的準確性並促進有影響力的洞察力。對於初學者或希望獲得捕捉流程流程並根據學術和企業標準自定義圖表的技巧和技巧的高級用戶來說，本書也很有用。

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

1. 產品資訊文件
2. 選擇正確的業務流程圖類型
3. 選擇最適合我們需求的 Visio 版本
4. 學習手動創建流程圖
5. 使用桌面版 Visio 進行 BPMN
6. 利用資料來源創建和豐富業務流程圖
7. 學習高效繪製圖表
8. 為演示和協作準備圖表
9. 保護並提供對圖表的存取權限
10. 將 Visio 與其他 Microsoft 應用程式整合
11. 自訂主要形狀和範本
12. 改進提供的流程圖形狀