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Bpm portals with Visio and SharePoint

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Presentation at Techdays Sweden in 2016

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Bpm portals with Visio and SharePoint

  1. 1. BPM Portals with Visio and SharePoint ?
  2. 2. Who am I not?
  3. 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
  4. 4. Who am I?
  5. 5. David J Parker Microsoft MVP (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
  6. 6. Visio is widely deployed 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
  7. 7. 12 Millions Users of 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
  8. 8. V i s io 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
  9. 9. Organizational Management Facility Management Work Flow Design Mockup Planning IT Management Process Modeling Mind mapping Dashboard Quality Management Software Development Layout Design Visio For Everyone Basic General Advanced
  10. 10. Data Linking
  11. 11. Data Graphics Data Graphics Visualization of the data fields Display key metrics in your data as Data Graphics
  12. 12. Diagrams to Dashboards Metrics and Measures Real-time KPIs Draw Insights Visual Alert Take actions Draw correlations
  13. 13. Microsoft SharePoint • The powerful 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
  14. 14. Microsoft Visio • The powerful 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)
  15. 15. Typical SharePoint to Visio steps SharePoint • Lists Visio • Link Data to Shapes Visio • Data Graphics SharePoint • Web Pages
  16. 16. Typical SharePoint and Visio 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)
  17. 17. Typical SharePoint and Visio integration SharePoint lists (data) Layout Visio shapes Link data to shapes Display data Validate data Update lists
  18. 18. Visio BPM templates
  19. 19. Out-Of-The-Box Templates
  20. 20. BPMN 2.0 diagrams
  21. 21. Data Linking and Data Graphics
  22. 22. bVisual BPM solution bVisual.net
  23. 23. The bVisual BPM Solution • 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
  24. 24. Custom SharePoint Lists
  25. 25. Custom Visio Templates with Macros
  26. 26. Custom SharePoint pages with JavaScript
  27. 27. Free multiSelect add-in • Adds extra selection features not present in Visio OOTB • http://bvisual.net/Products/multiSelect.aspx
  28. 28. Free RulesTools add-in • Provides UI for viewing and editing validation rules • http://bvisual.net/Products/RulesTools.aspx
  29. 29. oneAssist BPM system
  30. 30. The oneAssist BPM System • 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
  31. 31. The oneAssist BPM extensions • 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
  32. 32. Process information in SharePoint lists
  33. 33. Viewing of data & diagrams in SharePoint
  34. 34. Edit in Visio
  35. 35. demo time
  36. 36. Any questions?
  37. 37. David J Parker Microsoft MVP (Visio) @VisioRules davidp@bvisual.net Thank you!

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