Presentation at Techdays Sweden in 2016

1. BPM Portals with Visio and SharePoint
?

2. Who am I not?

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. Who am I?

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

7. 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

8. 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

9. 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

10. 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

11. Data Linking

12. Data Graphics
Data Graphics
Visualization of the data fields
Display key metrics in your data as Data Graphics

13. Diagrams to Dashboards
Metrics and Measures Real-time KPIs Draw Insights
Visual Alert Take actions Draw correlations

14. 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

15. 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)

16. Typical SharePoint to Visio steps
SharePoint
• Lists
Visio
• Link
Data to
Shapes
Visio
• Data
Graphics
SharePoint
• Web
Pages

17. 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)

18. Typical SharePoint and Visio integration
SharePoint
lists (data)
Layout
Visio
shapes
Link data
to shapes
Display
data
Validate
data
Update
lists

19. Visio BPM templates

20. Out-Of-The-Box Templates

21. BPMN 2.0 diagrams

22. Data Linking and Data Graphics

23. bVisual BPM solution
bVisual.net

24. 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

25. Custom SharePoint Lists

26. Custom Visio Templates with Macros

27. Custom SharePoint pages with 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

30. oneAssist BPM system

31. 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

32. 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

33. Process information in SharePoint lists

34. Viewing of data & diagrams in SharePoint

35. Edit in Visio

36. demo time

37. Any
questions?

38. David J Parker
Microsoft MVP (Visio)
@VisioRules
davidp@bvisual.net
Thank
you!