Ishan Bhaumik | Microsoft Visio Solutions Specialist January 27, 2010

1. Tips & Techniques Visio Session – Dana Farber Cancer Institute Ishan Bhaumik | Microsoft Visio Solutions Specialist January 27, 2010

2. My Objectives • Introductions • Background of Visio • Demo of Visio features • Background Visio’s investments • Asks

3. Introductions • Introduce myself • Who am I? • Why am I doing this? • Getting to know you… • Who are you? • Your familiarity with Visio • Why are you here? • What do you use Visio for?

4. What is Visio? Visio’s inspiration: Diagramming Tools

5. Visio is the heart of business diagrams • Total 15M+ legal users • No.1 Market Share in BPA tool market • Leader Position in MQ for BPA Tool Market Gartner: Magic Quadrant for BPA Tools Gartner : BPA Tool Market Revenue Breakdown

6. Why use Visio to document processes? Data Diagrams

7. Why use Visio? Data Diagrams Visio brings your Data and Diagrams in one place But why is this better?

8. Why use Visio? Far More Than Pictures

9. Demo Agenda – Visio 2007 • Visio’s ease of use: the Fundamentals • How Visio brings your Data together with your Diagrams • Main features with Visio 2007 • Visio integration with other Microsoft Products • Glimpse of Visio relevant features of Visio 2010

10. The evolution of Visio 2007 Visio 2007 addresses key diagramming challenges for users. *Source: Visio team research, US only data

11. Visio Today – Visio 2007 Pro • Import and link multiple sources of data to existing diagrams Link Data to Shapes Visually analyze critical information with color and icons Data Graphics Refresh data at regular intervals from multiple data sources, then export reports to multiple sources Data Refresh & Reporting

12. Data Graphics Four types of Visual Effects in Data Visualization Icon Set Text Color by Value Data Bar

13. Introducing… Visio 2010

14. Visio 2010: Macro Trends leading to Launch • Customers have moved beyond simple documentation of business processes

15. Customer input for Visio 2010

16. Visio 2010 Areas of Investment Process Management Ease Of Use Visio Services We need diagrams & dashboards that are easy to share and updated in real time We need to make documenting and modeling processes more consistent and easily We need a powerful diagraming tool that’s simple & intuitive

17. Visio 2010 Features

18. Visio 2010 Areas of InvestmentFree Step Up for Visio Pro + SA New Visio Standard Visio Professional Visio Premium • Advanced IT and • Process Pros Specialty IW’s , BDMs & IT Pros General IW’s • Product Theme • Solution Scenario • Product Value

19. DEMO Introducing Visio 2010

20. Conclusion - Asks • Evaluate Visio 2007 • All in handouts • Go to www.visiotoolbox.com to download WBS modeler, BPM Swimlane demo, other free add-ins • Download Free Visio 2010 Beta • www.Visiotoolbox.com/2010 • Referral to other groups for widespread webcast • Please contact me if you have any questions • Ishanb@microsoft.com

21. APPENDIX

22. Ease Of Use Live preview Theme Gallery Ribbon NEW Shapes window Minimize ~ expand ~ customize Sophisticated NEW shapes and graphics Create a seamless look and feel with Visio’s easy to use UI • New 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 NEWstatus Bar: Zoom; switch between open documents; fit the page to the window; switch back and forth from full-screen view

23. 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. Use Visio Services in conjunction with data from other applications to create corporate mash-ups. Visio Services Real-time, web-ready Visio Diagrams Refresh Zoom Interactive, mash-up dashboards with new Visio API Pan Hyperlink *included as part of SharePoint Server installation (Enterprise CAL). No Visio installation required to view.

24. Visio Services Consumer requests a VDW, the server returns a PNG or XAML representation of a refreshed diagram Generate and publish “VDW” file to the server. PNG/ XAML VDW Visio Services Consumer in Browser Creator Consumers can navigate and refresh in the browser and open the diagram in Visio 2010 Create dynamic, data-driven diagrams Database

25. Visio Services Screen Shot

26. Check your diagrams against a set of rules and policies you define using validation Create sub-processes for simplification, easy navigation, storage or re-use SharePoint® workflows template Import/export capability with SharePoint Designer Process Management SharePoint® Workflow Authoring Validation 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 disarms Simplify complex processes SharePoint Workflow integration Microsoft Confidential, Prototype Only

27. BPMN(Business Process Modeling Notation) BPMN template provides sophisticated process modeling with BPMN 1.1 rule validation Change model type by choosing model definition from right click menu

28. 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

29. Intuitive Navigation!Fluent UI, New Shapes Window, New Status Bar

30. Intuitive Navigation! Backstage™ view

31. Dynamic, Data-driven Diagrams

32. Quick Shapes & Quick Shapes Mini Tool Bar Minimizing Stencil Pane Quick Shapes: The user can create correction of shapes with own selection Quick Shapes Mini Tool Bar provides your selection of first 4 shapes within Quick Shapes pane for productive flowchart creation Quick Shape provides summarized view from each stencil

33. Inserting & Deleting Shape Drag Shape into insufficient space Open space to accommodate new shapes Delete Shape between Connector Connector is healed automatically If Connector has definition Connector won’t be healed

34. Dynamic Grid & Drag Out Connector Dynamic Grid: Visual guides to help position and align shapes relative to one another Drag Out Connector: The ability to drag-out a new connector by simply clicking on an AutoConnect blue arrow

35. Auto Align & Space One click and magically everything is aligned! Before After

36. Page Auto Size • Like an infinite canvas • Much easier to create large diagrams Page Auto Size: When Object is placed on Page Break, Page Size will expand automatically

37. Container: A shape/object that visually contains and logically relates other shapes on the page. Step 1: Select Shapes Step 2: Select Container Types from Insert menu Step 3: Select Heading Style and Margins from Contextual Tab

38. Theme & Live Preview break the repetitive “Undo” cycle! Save time! View the result of formatting changes in your diagram as you move through the options and before committing to them.