Fisher Fisher Investments:Investments:Business Process Business Process & Workflow& Workflow

Mike KremerMike Kremer

Visio and Project SolutionsVisio and Project Solutions

Microsoft CorporationMicrosoft Corporation

RibbonRibbon Theme GalleryTheme Gallery

NEW status Bar: Zoom; switch between open documents; fit the page to the window; switch back and forth from full-screen

view

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

NEW Shapes windowMinimize ~ expand ~

customize

Live previewLive preview

Simplify complexity easier than ever Simplify complexity easier than ever with Intuitive and professional diagraming tools!with Intuitive and professional diagraming tools!

Your User Interface features:Your User Interface features:Fluent UIFluent UIAutomatic alignment and Automatic alignment and

spacingspacingAuto-connect and Quick Shape Auto-connect and Quick Shape

Mini ToolbarMini ToolbarNew expandable Shapes New expandable Shapes

WindowWindowNew status barNew status barInfinite canvasInfinite canvasImproved usability and Improved usability and

scalabilityscalability

Sophisticated NEW

shapes and graphics

Sophisticated NEW

shapes and graphics

Create a seamless look and Create a seamless look and feel with Visio’s easy to feel with Visio’s easy to

use UIuse UI

VisioVisio Services for SharePoint 2010 Services for SharePoint 2010 EnterpriseEnterpriseVisualize complex data, ideas and processes in Visualize complex data, ideas and processes in contextcontext

Real-time, web-readyReal-time, web-readyVisio DiagramsVisio Diagrams

Interactive, mash-up Interactive, mash-up dashboards with new Visio dashboards with new Visio

APIAPI

Share your real-time data-linked Share your real-time data-linked diagrams on the web using Visio diagrams on the web using Visio services.*services.*

Explore Visio hosted diagrams Explore Visio hosted diagrams using hyperlink, refresh, pan, and using hyperlink, refresh, pan, and zoom capabilities. zoom capabilities.

View your hosted diagrams in View your hosted diagrams in Silverlight™ or PNG format.Silverlight™ or PNG format.

Use Visio Services in conjunction Use Visio Services in conjunction with data from other applications to with data from other applications to create corporate mash-ups.create corporate mash-ups.

Share Dynamic and data-driven diagrams Share Dynamic and data-driven diagrams real-timereal-time

with anyone through Visio Serviceswith anyone through Visio Services

*included as part of SharePoint Server installation (Enterprise CAL). No Visio installation required to view.

RefreshRefresh

PanPan HyperlinkHyperlink

ZoomZoom

Check your diagrams against a set of rules Check your diagrams against a set of rules and policies you define using validation and policies you define using validation

Create Create sub-processessub-processes for for simplification, easy navigation, simplification, easy navigation, storage or re-usestorage or re-use

SharePoint® workflows templateSharePoint® workflows template Import/export capability with Import/export capability with

SharePoint DesignerSharePoint Designer

Ensure accuracy and consistency with Ensure accuracy and consistency with advanced and intelligent process advanced and intelligent process

management tools! management tools!

Ensure accuracy and Ensure accuracy and consistency in your diagramsconsistency in your diagrams

Simplify complex processesSimplify complex processes

SharePointSharePoint ® Workflow Workflow integrationintegration

Microsoft Confidential, Prototype Only

SharePoint® Workflow Authoring

SharePoint® Workflow Authoring

ValidationValidation jump-start on modeling your jump-start on modeling your processes and business logic. processes and business logic.

New advanced templates such as New advanced templates such as Business Process Management Business Process Management Notations (BPMN) and six sigmaNotations (BPMN) and six sigma

Workflow Capabilities in Visio Workflow Capabilities in Visio 20102010 New template in Visio 2010, Shapes match activities in New template in Visio 2010, Shapes match activities in

SharePoint 2010SharePoint 2010 Validate & export as XOML workflow to SharePoint Designer Validate & export as XOML workflow to SharePoint Designer

20102010 Packaged as VWI file: XOML, rules, diagramPackaged as VWI file: XOML, rules, diagram

Modify, parameterize and deploy Modify, parameterize and deploy using SharePoint Designer 2010using SharePoint Designer 2010

Import workflow from SharePoint Import workflow from SharePoint Designer 2010 to generate / update Designer 2010 to generate / update Visio diagramVisio diagram

Visio Services

• Publishing dynamic data-driven diagram from Visio to SharePoint Server require Professional or Premium

• 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.

Licensing Promotion

• Visio 2007 Professional with SA customers receive Visio 2010 Premium. They will pay SA n Premium at renewal

• Customers have the option to stay with Professional or have a Pro/Premium mix

Visio 2010 SKUs - New FeaturesVisio 2010 SKUs - New Features

PremiumPremiumNew Key Features

Step-upStep-up

Offer Good Until Visio Offer Good Until Visio 2010 Purchase 2010 Purchase AvailabilityAvailability

More Visio InfoMore 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 ServicesVisio Services

Visio 2010 OverviewVisio 2010 Overview

Visio Visio PremiumPremium

IT and IT and Process ProsProcess Pros

Product Theme

Product Value

Solution Scenario

Diverse set of intuitive and professional DiagramsSimplify complexity with a diverse set of intuitive and professional tools for static diagramming

Diverse set of static diagrams:•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

Dynamic, data-driven diagrams with real-time web-sharingGet a bold new view on your data – within rich diagrams that can automatically refresh and be easily shared online with anyone.

Dynamic, data-driven diagrams in•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

Intelligent and Advanced diagrams and process toolsImprove consistency and accuracy across your organization with advanced diagramming and new process management tools.

• Intelligent and advanced diagrams in

• 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 new process enhancements improve collaboration in human & document centric workflow

• Subprocess supports standardization and reuse

Dynamic, Data-driven Dynamic, Data-driven DiagramsDiagrams

Visio ServicesVisio Services

CreatorCreator

DatabaseDatabase

Visio ServicesVisio Services

Consumer Consumer in in BrowserBrowser

VDWVDW

PNG/ XAML

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 SolutionsVisio Solutions

Visio Solution PlatformVisio Solution Platform

Less code / costLess code / cost More code / costMore code / cost

Range of Visio Solutions can be classified in 4 categories

Visio 2007 solutions help customers Visio 2007 solutions help customers identify operational inefficienciesidentify 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.

Use comprehensive and robust business process analysis capabilities in Visio 2007 to capture, explore and communicate current business processes and identify operational inefficiencies

Use Visio to link data to diagrams to visualize and explore Use Visio to link data to diagrams to visualize and explore complex data and make better and faster decisionscomplex data and make better and faster decisions

Visio 2007 solutions help customers Visio 2007 solutions help customers gain business insightsgain business insights

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

Use Visio to document IT infrastructure and improve critical IT Use Visio to document IT infrastructure and improve critical IT processes thus enhancing compliance and reducing IT costsprocesses thus enhancing compliance and reducing IT costs

Visio 2007 solutions help customers Visio 2007 solutions help customers reduce IT costs and risksreduce IT costs and risks

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

Use Visio to improve the project planning process by visually Use Visio to improve the project planning process by visually creating, editing, and modifying project plans using Visio to better creating, editing, and modifying project plans using Visio to better understand and more effectively communicate key informationunderstand and more effectively communicate key information

Visio 2007 solutions help customers Visio 2007 solutions help customers improve project managementimprove project management

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

“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

Staff report on planned vs. actual work completed YTD created using Office Visio 2007

Use Visio to document and improve critical processes thus Use Visio to document and improve critical processes thus enhancing compliance and reducing audit costsenhancing compliance and reducing audit costs

Visio 2007 solutions help customers Visio 2007 solutions help customers enhance compliance and reduce risks enhance compliance and reduce risks and auditsand audits

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

Structured Diagram Structured Diagram Validation Validation ConnectivityConnectivity Visio Services Visio Services Sub-processSub-process Fluent UIFluent UI

New API’s in Visio 2010New API’s in Visio 2010