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Bpm portals with Visio and SharePoint
The document discusses using Microsoft Visio and SharePoint together for business process management (BPM) portals. It provides information on out-of-the-box and customized integration options including using Visio templates, macros, and add-ins to link Visio diagrams to SharePoint lists and display data. It also describes the bVisual and oneAssist solutions which extend the core Visio and SharePoint products to deliver additional functions for a universal BPM system.
Bpm portals with Visio and SharePoint
- 1. BPM Portals withVisio and SharePoint ?
- 2. Who am Inot?
- 3. Šenaj Lelić Microsoft MVP(Visio) oneAssist UG • Started for Borland, Novell, Autodesk • Became Visio-ized in 1995 • Visio consultant, developer, trainer, author • Trainer for Apps, SharePoint, Lync • Many webcasts for Microsoft Germany and Microsoft Western Europe • Mainly BPM and BPM Portals • 16 (21) years Visio MVP
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- 5. David J Parker MicrosoftMVP (Visio) bVisual.net @VisioRules visiorules.com blog.bvisual.net visualizinginformation.com • Started as building architect (RIBA) • Linked CAD to databases • Switched to Visio in mid ‘90’s • Visio consultant, developer, trainer, blogger, author • 13 years MVP bit.ly/1SeVfwW
- 7. Visio is widelydeployed and liked Analyst Recognition High User Satisfaction Global Installed BasePurchase Velocity 94% of Fortune 100 companies Every 16 seconds Gartner BPA Magic Quadrant leader Consistently highly rated Visio
- 8. 12 Millions Usersof Visio 8 Used in over 94% of Fortune 100 companies A user added every 16 seconds 250,000 shapes in content ecosystem “ The best invention since pen and paper. I use it to organize complex ideas constantly. There is no better tool. It saves countless hours of discussion in meetings where no one can adequately convey their idea. Put in Visio, “Oh, I get it now”. ” - Dan N., Manufacturing Engineer, a happy Visio user
- 9. V i sio 2 0 1 6 i s t h e s u c cessfu l n e xt v er sion of T H E d a t a v i su al isation t o o l f o r O p e r ati on al I n t ell igen ce N E W R E L E A S E S E V E R Y 3 Y E A R S T R A D I T I O N A L D E V E L O P M E N T C Y C L E I N N O V A T I O N I N T H E C L O U D CONSIST ENC Y WITH OFFICE DATA CONNECTI VI T Y S H A R E P O I N T I N T E G R A T I O N , E N H A N C E M E N T S T O P R O C E S S M A N A G E M E N T V I S I O W I T H C L O U D S U B S C R I P T I O N GETTING STARTED EXPERIENCE ONE-STEP DATA LINKING SECURITY AND COMPLIANCE CORE DIAGRAMMING SOLUTION UPDATE A C C E L E R AT E D PA C E O F C A PA B I L I T Y D E L I V E R Y Visio is Constantly Evolving
- 10. Organizational Management Facility Management Work Flow Design Mockup Planning ITManagement Process Modeling Mind mapping Dashboard Quality Management Software Development Layout Design Visio For Everyone Basic General Advanced
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- 12. Data Graphics Data Graphics Visualizationof the data fields Display key metrics in your data as Data Graphics
- 13. Diagrams to Dashboards Metricsand Measures Real-time KPIs Draw Insights Visual Alert Take actions Draw correlations
- 14. Microsoft SharePoint • Thepowerful backend • Delivers the necessary document management and publication functions • Versioning • Check in and check out • Visualizing Visio diagrams in the browser (no plug-ins needed) including metadata update
- 15. Microsoft Visio • Thepowerful diagramming platform • Delivers the core features for efficient BPM diagramming • Supports more than 10 different BPM notations like ISO, EPC/EPK, BPMN 2.0 etc. • Stores the documentation in Visio files – including metadata (which are pulled from the backend system and updated there)
- 16. Typical SharePoint toVisio steps SharePoint • Lists Visio • Link Data to Shapes Visio • Data Graphics SharePoint • Web Pages
- 17. Typical SharePoint andVisio solutions •Process Templates •Link Data to Shapes •Validation Rules Out of the Box (lists to graphics only) •Visio templates •VBA macros •Validation rules •Data graphics •SharePoint web pages Enhancements (possibly update lists from graphics) •Visio templates •VSTO add-ins for Visio •Validation rules •Data graphics •SharePoint add- ins Extensions (probably update lists from graphics)
- 18. Typical SharePoint andVisio integration SharePoint lists (data) Layout Visio shapes Link data to shapes Display data Validate data Update lists
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- 22. Data Linking andData Graphics
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- 24. The bVisual BPMSolution • Combines the worlds of Microsoft Visio and Microsoft SharePoint into a BPM solution • Custom Visio template • Custom validation rules • Custom VBA macros • Additional VSTO add-ins
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- 26. Custom Visio Templateswith Macros
- 27. Custom SharePoint pageswith JavaScript
- 28. Free multiSelect add-in •Adds extra selection features not present in Visio OOTB • http://bvisual.net/Products/multiSelect.aspx
- 29. Free RulesTools add-in •Provides UI for viewing and editing validation rules • http://bvisual.net/Products/RulesTools.aspx
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- 31. The oneAssist BPMSystem • Combines the worlds of Microsoft Visio and Microsoft SharePoint into a BPM system • Is neutral regarding the BPM notation • Complements the core Microsoft products with oneAssist developments • Delivers functions needed for a universal BPM system that are not delivered by Microsoft
- 32. The oneAssist BPMextensions • Deliver the missing functions to successfully connect Visio and SharePoint • Some of the key features: • Navigation components (tree views) • Multilanguage support and storage • Efficient metadata update • Consumer client (Browser-based) for process execution
- 33. Process information inSharePoint lists
- 34. Viewing of data& diagrams in SharePoint
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- 38. David J Parker MicrosoftMVP (Visio) @VisioRules davidp@bvisual.net Thank you!