VVisioisio®® 2010 and SharePoint2010 and SharePoint®® 20102010Visio and SharePointVisio and SharePoint -- Simplifying ProcessSimplifying ProcessVisio and SharePoint Visio and SharePoint Simplifying Process Simplifying Process

Diagram Lifecycle Diagram Lifecycle -- and it comes out of the boxand it comes out of the box

Ian White Ian White | | Microsoft Western EuropeMicrosoft Western EuropeTechnical Lead Technical Lead –– EPM & VisioEPM & Visio

ii--ianvan@microsoft comianvan@microsoft com

Ian White Ian White | | Microsoft Western EuropeMicrosoft Western EuropeTechnical Lead Technical Lead –– EPM & VisioEPM & Visio

ii--ianvan@microsoft comianvan@microsoft comii--ianvan@microsoft.comianvan@microsoft.comii--ianvan@microsoft.comianvan@microsoft.com

Democratization of Process Management• Strategy Goal for Visio Premium 2010• Focus on BPM/ECM, Compliance, and Quality as scenarios

with 66 pre-defined templates and shapes• A leader in process mapping toolA leader in process mapping tool

BPM / ECM QualityCompliance

Visio as Process Mapping Platform with an installed base of 15 million

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with an installed base of 15 million

Visio Audience Overview for BPA and BPM

Process Participant• Any corporate worker who is involved in a business process • e.g. Process Owner, Reviewer, Approver, Participants for opening PO process

Process Participant• Any corporate worker who is involved in a business process • e.g. Process Owner, Reviewer, Approver, Participants for opening PO process

Business Analyst / Compliance Mgr. / Quality Mgr.• Work between business and IT Business Analyst / Compliance Mgr. / Quality Mgr.• Work between business and IT • Analyze impact of changing a process between business groups and develop

optimized business process • Analyze impact of changing a process between business groups and develop

optimized business process

LOB Application Engineer / System Architect / IT ManagerLOB Application Engineer / System Architect / IT ManagerLOB Application Engineer / System Architect / IT Manager• Manage business information & data, and develop LOB applications • Work with business analyst for process execution and design change

LOB Application Engineer / System Architect / IT Manager• Manage business information & data, and develop LOB applications • Work with business analyst for process execution and design change

Center of Excellence (COE) / Compliance Office / Quality Circle (QC)• Group of people who are responsible for the BPM project for the company• 50% of COE / Business Analysts report to IT in companies over 2,000 people (BA Survey)

Center of Excellence (COE) / Compliance Office / Quality Circle (QC)• Group of people who are responsible for the BPM project for the company• 50% of COE / Business Analysts report to IT in companies over 2,000 people (BA Survey)

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Visio 2010 Key Investments in Process

Ease of UseEase of Use

SharePoint Workflow

Visio Services

Advanced Diagramming Made Simple™

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Advanced Diagramming Made Simple

Visio 2010 Key Customer Investments in Investments in Process Microsoft Technology

Ease of Use

SharePoint Workflow

Visio Services

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BPM Maturity Model on Microsoft TechnologiesBusiness activity monitoring

Automate human d d t

Level 2

and document centric workflow Level 1

Standardize process notation & information

Capture paper-based process diagrams

notation & information

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process diagrams

Capture Paper-based Processes

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Capture Paper-based Processes

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Standardize Process Notation & Information

BPMNBPMN (Business Process Modeling Notation)BPMN template provides sophisticated process modeling with BPMN 1.2 rule validation

To change model type, right-click diagram and choose model definition from menu

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Model and automate standardized processes

• Pre-defined SharePoint Workflow• Pre-defined SharePoint Workflow Template

• Graphically model SharePoint Workflow• List-base workflow in SPD

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Business Analyst Portal Administrator

“From decision until live running was less than half a year. ““Not everything is in place yet, but we continue progressing in different areas. Management systems, BI, Document Management, Project management, etc”

Goran Berg, Business Process Management, SAAB Automobile AB

Iconic Automobile company select Visio and Visio Services with SharePoint to deliver its LEAN system (SLS)

Goran Berg, Business Process Management, SAAB Automobile AB

y ( )

Single portal for user informationStandardized & more

SAAB Automotive chose Microsoft Visio and SharePoint due to

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Following the demerger from GM, SAAB has entered a period of ‘f d’ B i

Sta da d ed & o eeffective management of process descriptionsTaxonomy based navigation

several reasons; Flexibility, high level of integration, pricing and pre-existing familiarity with Visio was perhaps

‘forced’ Business transformation. SAAB had to replace many systems, applications and repositories

Document managementReduced costs through single issue management system

p pthe most important

pThe ‘old’ ways within the company did not meet the requirements of usability and cost that S b d d d

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More to come…Saab demanded as an independent enterprise.

SharePoint 2010 for Saab intranet and extranet

Saab Lean System (SLS) contains The Saab Management System

Navigation: The metadata structure and terms are build in Excel, using expandable syntax, term store files are created and imported to the Term Store

Information: The governing information is built with Visio diagrams and web parts for related documents, forms and templates, tags and links

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p g

SLS includes six main sites

•contains information and tagged documents regarding corporate policies•contains information and tagged documents regarding corporate policies

Policies

•a proprietary site which contains Visio process maps, created, web parts for tagged documents, forms and templates and taxonomy tags to upstream and downstream connected processes

•a proprietary site which contains Visio process maps, created, web parts for tagged documents, forms and templates and taxonomy tags to upstream and downstream connected processes

Processes

Performance Dashboards

•“automatically generated” status reports for effective communication and decision making•“automatically generated” status reports for effective communication and decision making

Performance Dashboards

•is an information and “training in the field” site, describing the company's core values and how to act to meet•is an information and “training in the field” site, describing the company's core values and how to act to meet

SLS Principles

is an information and training in the field site, describing the company s core values and how to act to meet thoseis an information and training in the field site, describing the company s core values and how to act to meet those

•contains governing information regarding what is not covered under "Processes“ or which is deemed important to be described and / or presented from additional angles

•contains governing information regarding what is not covered under "Processes“ or which is deemed important to be described and / or presented from additional angles

Regulations and Procedures

to be described and / or presented from additional anglesto be described and / or presented from additional angles

•is an individually tailored view composed depending on roles and responsibilities•is an individually tailored view composed depending on roles and responsibilities

My processes

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SLS - Main Page

Visio Services

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SLS - Processes main page (value stream view)

Clickable navigation

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SLS - Develop / deploy Business Plan & Strategies

Left Pane

• Navigation via taxonomy or• Navigation through embedded Visio

Hyperlinks

Right Pane

• Web parts for:• Specifying Documents• Selecting Forms & TemplatesHyperlinks • Selecting Forms & Templates

(tagged from documents centre)• Upstream & Downstream Process

tagged via taxonomy16

SLS - Metadata

Scroll down the process view to see the metadata card

“Process

Scroll down the process view to see the metadata card

“Process information”information”

Tagging an up- or downstream process

using taxonomy “Develop and deploy Business Plan and

Strategies”

Tagging an up- or downstream process

using taxonomy “Develop and deploy Business Plan and

Strategies”StrategiesStrategies

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Monitor process performance

Sh P i t 2010 id d fi d b t f it i Sh P i t kflSharePoint 2010 provides pre-defined webpart for monitoring SharePoint workflow

In SharePointIn SharePoint Designer 2010, click Workflow Settings to activate Workflow Visualization in SharePoint Site

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Business Activity Monitoring

Visio Diagram can be front-end of LOB system

LOB S t A LOB S t B LOB S t C

View diagram in web browser

LOB System A LOB System B LOB System C

Value Stream Map Supply Chain Diagram Network Diagram

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DemoDemo

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Partner ecosystem in Process ManagementT ti + SI h th h t f b f t d t l tiTwo tier + SI approach through out of box features and partner solution• Starting with easy process mapping• Focus on human & document centric workflow• Leverage customer’s existing IT investment in Microsoft Technology

End to End Processes with BPMS providerEnd to End Processes with BPMS providerPartner Solution

g g gy• Leverage Microsoft’s partner for end to end BPMS implementation

Com

plex

ityC

ompl

exity

SI partners for system d i &

Human & Document Centric Workflow Human & Document Centric Workflow Solu

tion

CSo

lutio

n C design &

deployment

Out of box features

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Out of box features

Summary: Visio and SharePoint for BPM

For more information

• Visio 2010: www.visiotoolbox.comVi i 2010 d Sh P i t 2010 f t• Visio 2010 and SharePoint 2010 for process management: http://visiotoolbox.com/2010/process-management.aspx

• Case studies:Case studies: http://visiotoolbox.com/2010/case-studies.aspx

Visio Premium 2010 Free Trialhttp://visiotoolbox.com/2010/trial-downloads.aspx

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Thank YouThank You(and to SAAB AB)(and to SAAB AB)( )( )

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