Slides used during our presentation and demo of Microsoft Visio's Flow Integration, Data Visualizer and Visio Visual functionality.

1. Visio with Power BI, Excel, and Flow
Dive into the world of data-driven operational intelligence with integration across Microsoft solutions
Presented by Vincent Polito
V-vipol@Microsoft.com

2. Bring your ideas to life
Work visually. Diagramming made simple.
Create professional
diagrams effortlessly
Translate work into diagrams to
easily visualize complex ideas
Connect diagrams to real-time
data to make decisions quickly
Associate real-time data with
diagrams to make better decisions
Collaborate with others and
share diagrams seamlessly
Work together on diagrams to
include insights from all stakeholders

3. Data-driven operational intelligence using Visio
Diagram Data
Data
graphics
3rd party
apps
Power
BI
Microsoft
Flow
Logic
Apps
Database Reverse
Engineering
Excel Data
Visualizer
Azure
Topology
Dashboard Orchestration
Diagram

4. Power BI
Embed Visio diagrams into Power BI with Visio Visual

5. Current dashboards
Real-world context Interconnections
Loan application
Order credit report
50
Order appraisal
80
Order legal document
verifications
123
Credit
worthiness
check
230
Property risk
check
892
Define loan conditions
765
Condition
acceptance
check
652
Reject application
69
Send rejection mail to
applicant
40
Rejected
Prepare loan documents
126
Send loan approval mail
23
Approved
Sequence
KPI Analysis Goal
Operational insights
Business insights

6. Get the full picture with unified dashboards
Real-world context
Interconnections
Loan application
Order credit report
50
Order appraisal
80
Order legal document
verifications
123
Credit
worthiness
check
230
Property risk
check
892
Define loan conditions
765
Condition
acceptance
check
652
Reject application
69
Send rejection mail to
applicant
40
Rejected
Prepare loan documents
126
Send loan approval mail
23
Approved
Sequence
KPI
Analysis
Goal
Operational insights Business insights

8. Visio Visual demo
Define interactions
with data and shapes
4
Share the dashboard
5
Map Power BI data
to Visio shapes
3
Create Visio diagram
1
Import to Power BI
2

9. Visio Visual
Customer success stories

10. Joe Sokhn
Information System Architect, Murex
Murex is a provider of trading, risk
management and processing solutions
for capital markets.
www.murex.com
Representing enterprise architecture in the same diagram
with the right level of granularity: high-level representation
and fine-grained in the visuals. The edge provided with the
integration of Power BI and Visio is to navigate graphically
with drawings and data, giving a better navigation,
searchability, and understanding to the high-level drawn
context and the fine-grained data associated to it.”

11. Annisa Teich
Director of Marketing, Tallan
Tallan is a technology services firm with 30
years of custom application development
and systems integration experience.
www.tallan.com
As part of our T-Connect EDI Management Suite, Tallan
built and is leveraging a custom Power BI-Visio workflow
to better demonstrate the flow of files and claims,
providing our clients and prospective clients with essential
transparency and a more organized way to understand
their EDI pipeline.”

12. Data Visualizer
Convert Excel process data into data-driven diagrams

13. Data Visualizer
Use a built-in wizard, premade templates to
transform Excel data into Visio diagrams
Create process flowcharts using the Visio stencils
of your choice
Keep diagrams and data together by creating a
single, shareable package
Update your data or diagram to see changes
reflected in the other app after refresh
Preview diagrams in Excel, eliminating the need
to constantly switch between apps

14. Data Visualizer
Customer success stories

15. Dr. Hagen Wenzek
Co-founder, CorporateHealth
The CorporateHealth team now leverages
Data Visualizer to produce process maps
and is moving all its quality management
documentation to Excel and Visio.
CorporateHealth is a Denmark-based
healthcare provider that specializes in
gastrointestinal investigations.
www.corphealth.co
Nothing is faster than typing a list. Our team members use
Excel to create the process and then get a professional-
looking visual diagram to review and discuss right in Visio
Online. …With the Microsoft Visio Data Visualizer,
Microsoft Excel and Visio come together so they don’t
have to be graphical design experts, too.”

16. There are advantages that we hadn’t thought of. Thanks to
the clear process diagrams we’re able to create with Visio
Data Visualizer, we have a common language between
technical teams and business people. They appreciate the
insights from the data we collect and manage.”
Lee Falls
Development Manager, Plexus Law
Plexus Law uses Data Visualizer to gain new
insights from highly complex case
management data.
Based out of Leeds, England, Plexus Law
offers innovative legal services in the
insurance industry.
plexuslaw.co.uk

17. We are able to create flow diagrams using Visio Data
Visualizer much more easily and consistently. There are
significant productivity gains by using this feature of Visio.
It has helped us maintain the diagrams a lot easily and
they are a lot closer to reality then they ever were.”
Diwakar Tadepalli
Senior Program Manager, Supply Chain
Engineering
Building a modern supply chain to rapidly
reinvent our products and drive the market

18. Supply Chain Engineering
Supply Chain Cloud
Supply Chain Data Warehouse
LIFECYCLESUPPLYCHAINOSANALYTICS
Envision
a Product
Engineering
R&D Plan Product,
Source parts Manufacture
Customer
Purchase Activation
Customer
Issues
Contact
support to
resolve
Deliver
Product to
Channel
Receive units
Repair units
Fulfil to
customer Capture
feedback
Optimize
& Predict
Supply Chain Partner Systems
Design Tools
WMSDeliverCM-SFCS TMSCM-PLM
CAD 1PDMMS Product
Supply
Chain
Services
SC Partner
Connect
Portal
SAP
Source Deliver Care
MS Sales
Universal Stores
MS Store / CSSDevice Telemetry Jarvis Entitlement
NPI
• Functional End
to End First Pass
Yield
Sourcing
• Spend
• Supplier Quality
• Supplier
Compliance
Planning
• Demand
Accuracy
• Supply
Fulfillment
• Inventory Risk
Manufacturing
• Functional End
to End First Pass
Yield
• Functional OBA
GSC
• Sales vs. Forecast
• Inventory Health
• On time Delivery
Returns / Care
• Return Rate
• CSAT
• TAT
Quality
• Factory quality
• Field quality
• Repair quality
• Quality
excursions
Financial performance
• P & L
• Inventory
• OPEX
Trade
Make
HD Insight Event Hubs
Plan
Integration
Network
Plan &
Optimize

19. Problem statement
Document critical
service offerings
• Identify which business
processes are involved
• Identify which service/
system components are
involved
• Identify organizational
boundaries
• Illustrate how data is flown
Focus on data quality
• Illustrate Service Health and
Engineering Metrics
• Ensure correctness of the
message flow and data flow
• Address system or operations
gaps
• Focus on solving the business
problems and standardize the
process
Maintainability
• Keep pace with the changing
business processes

20. Problem statement
Document critical
service offerings
• Identify which business
processes are involved
• Identify which service/
system components are
involved
• Identify organizational
boundaries
• Illustrate how data is flown
Focus on data quality
• Illustrate Service Health and
Engineering Metrics
• Ensure correctness of the
message flow and data flow
• Address system or operations
gaps
• Focus on solving the business
problems and standardize the
process
Maintainability
• Keep pace with the changing
business processes
The solution: Data Visualizer
Significant productivity
gains realized
• 50+ business processes
involved; each required at
least one Visio Diagram
• > 95% of time focus on
service/system components,
organizational boundaries,
data flow and metrics
• < 5% of time spent in
Diagram creation
Standardization
• Enhanced how to display Key
Performance Indicator (KPI)
information using data
graphics
• Standardized by creating a
template and sharing within
the team
Ease of maintenance
• Make changes to source Excel
file to reflect updates to
process
• Refresh diagrams to update
and keep in-sync
• Shared the diagrams with
partners who do not currently
have a Visio license; they were
able to view it using Visio
Online Viewer.

21. Microsoft Flow
Automate business processes using Flow and Visio

22. Microsoft Flow
Export BPMN/Flowchart diagrams as flows
Open an existing BPMN/Flowchart diagram or
create a new one in Visio and export it to
Microsoft Flow to automate
Quickly comprehend business processes
Export an existing flow into Visio BPMN diagram
for visualized process insights
Expedite flow creation in Visio
Use out-of-the-box Visio shapes to easily capture
business processes and input Flow triggers,
actions, and connectors
Collaborate directly within Visio
Use popular Office collaboration features such as
comments, chat to get your flow reviewed

23. Export BPMN to Flow
Demo

24. BPMN Diagram
Workflow Diagram
Flow Diagram
1
2
3

25. Roadmap and future

26. Roadmap
Visualize existing Flows as Visio diagrams
Seamless workflow creation in Visio and execution in Flow
Complete Flow creation in Visio
Monitoring workflows within Visio
Integration with other workflow engines

27. Comparison Chart
Understand the benefits
among different Visio
products
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