Visio and SharePoint for a Business Process Management solution Tech Ed 2010

2. SESSION CODE: OFS204 Visio and SharePoint, better togetherAn end to end BPM solution using Out of the box features of Visio and SharePoint Jamie Hutchins, Ed Richard Visio TSP - Visio V-TSP Microsoft - Stargate

3. How to find a gallery for PabloPablo Picasso anno 2009

4. Agenda The Solution Using Visio and SharePoint for a complete business process management process Visio 2010 – The Client The most important productivity features Deep Dive how we did it Overview of the components Preparing your Visio Diagram Setting up SharePoint, Document Set Adding User friendly features Call to action

5. About the solution – why 1?Business perspective In-effective execution of Business strategy People unclear about the processes Their role in the process Management of the process and visualisation Ineffective use of technology What is the process How to design, model and publish the process How to manage change

6. About the solution – why 2?IT’s perspective Limited IT resources Increase Time to market Consistent UI, reduce training Browser based UI, reduced license costs for business apps Friendly, inviting UI Easy to find and navigate, reduce support costs

7. About the solution – Demo

8. About the solution – The Technology 1 End to end solution implemented @ Stargate and JHG Visio 2010 premium for Business process modeling Visio 2010 for supporting workflows SharePoint Document Sets for management SharePoint Taxonomies for easy discovery Word templates InfoPath forms

9. About the solution – The Technology 2 Better UI and User friendly features and capabilities Visualisation of processes Processes supported by on-line forms Improved metadata and architecture for easier search Improved feedback and change management processes through integrated workflows Increased manageability, audits and accountability Increased efficiency for Business Process Owners and editors Control and ownership from the business, limited IT involvement required Use of Out of The Box MS Office capabilities within Visio, Word and InfoPath Option for totally integrated solution using Office Business Application (OpenXML – Versioning, change log) this would greatly improve and optimise the actual change management process (automatic documentation of changes)

10. Publish to SharePoint The VDW format Visio Services Interactivity (the Web Part) Document Set and Welcome page Taxonomy and Metadata

11. Adding smartsor turning it into interactive art Rendering options Script for manipulation Connecting with data and forms Connecting with others Web Parts Adding smarts

12. Call to action Start using Visio 2010 Share with others, look for scenario’s Canvas ideas for solutions with peers

13. PowerPoint Guidelines Font, size, and color for text have been formatted for you in the Slide Master Use the color palette shown below Hyperlink color: www.microsoft.com Sample Fill Sample Fill Sample Fill Sample Fill Sample Fill Sample Fill

14. Slide for Showing Software Code Use this layout to show software code The font is Consolas, a monospace font The slide doesn’t use bullets but levels can be indented using the “Increase List Level” icon on the Home menu To use straight quotes " instead of smart quotes ”, do this: Click on the Office Button in the upper left corner At the bottom of the menu, choose PowerPoint Options From the left pane, select Proofing Click on the AutoCorrect Options button Select the AutoFormat As You Type tab, and deselect “Straight quotes” with “smart quotes”. Then Click OK.

15. Table Format

16. Bar Chart Example

17. Pie Chart Example

18. Question & Answer Session

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20. Related Content OFS303 Extending Workflows with Visual Studio 2010, SharePoint Designer 2010, Visio 2010 and InfoPath 2010 OFS101 SharePoint 2010 Overview Visio 2010 Videos Visio Toolbox Web Site Visio Team blog Ed’s blog

21. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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23. Appendix 1: PowerPoint Twitter Tools In the next few slides you will find Twitter tools which you can use in your session to promote audience interaction. These twitter tools allow presenters to see and react to tweets in real-time, embedded directly within your presentation, either as a ticker or a refreshable comment page. To activate these components, simply view this PPT in slide-show mode to install the plug-in, and follow the instructions given. Note: this is an optional add-in. You may remove these slides if you do not wish to use them.

24. Autotweet (tweet any notes between the tags [twitter] and [/twitter] You can “auto tweet” from presentations using the AutoTweet plugin, available here (Office 2007) or here (Office 2004)

25. Twitter feedback slide Display a feedback slide with questions and comments from Twitter

26. Twitter Voter – Real time voting over TwitterTo vote, make the first character of your tweet an option number, and include a unique voting string somewhere in the text, e.g. “1 is the option I choose! myvote” OR “@votebytweet 1 myvote” (your followers won’t see the votes by default)

27. Twitter voter: Part Two

28. Twitter ticker and mood meter This tool is a variation on the twitter voting. The audience can tweet either: @votebytweetwarmermyuniqueid @votebytweetcoldermyuniqueid

29. PowerPoint noise meter (uses microphone)