Visio 2010 and SharePoint 2010 Visio and SharePoint - Simplifying Process Diagram Lifecycle - and it comes out of the box Ian White Microsoft Western Europe Technical Lead EPM & Visio i-ianvan@microsoft.com ianvan@microsoft.com 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 tool BPM / ECM Compliance Quality Visio as Process Mapping Platform with an installed base of 15 million 2
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 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 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) 3
Visio 2010 Key Investments in Process Ease of Use SharePoint Workflow Visio Services Advanced Diagramming Made Simple 4
Visio 2010 Key Investments in Process Customer Investments in Microsoft Technology Ease of Use SharePoint Workflow Visio Services 5
BPM Maturity Model on Microsoft Technologies Business activity monitoring Level 2 Automate human and ddocument centric workflow Level 1 Standardize process notation & information Capture paper-based process diagrams 6
7 Capture Paper-based Processes
8 Capture Paper-based Processes
Standardize Process Notation & Information BPMN (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 9
Model and automate standardized processes Pre-defined SharePoint Workflow Template Graphically model SharePoint Workflow List-base workflow in SPD Business Analyst Portal Administrator 10
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) Following the demerger from GM, SAAB has entered a period of forced Business transformation. SAAB had to replace many systems, applications and repositories The old ways within the company did not meet the requirements of usability and cost that Saab demanded d d as an independent enterprise. 11 SAAB Automotive chose Microsoft Visio and SharePoint due to several reasons; Flexibility, high level of integration, pricing and pre-existing familiarity with Visio was perhaps p the most important Single portal for user information Standardized d & more effective management of process descriptions Taxonomy based navigation Document management Reduced costs through single issue management system More to come
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 12
SLS includes six main sites Policies contains information and tagged documents regarding corporate policies 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 Performance Dashboards automatically generated status reports for effective communication and decision making SLS Principles is an information and training in the field site, describing the company's core values and how to act to meet those Regulations and Procedures contains governing information regarding what is not covered under "Processes or which is deemed important to be described and / or presented from additional angles My processes is an individually tailored view composed depending on roles and responsibilities 13
SLS - Main Page Visio Services 14
SLS - Processes main page (value stream view) Clickable navigation 15
SLS - Develop / deploy Business Plan & Strategies 16 Left Pane Navigation via taxonomy or Navigation through embedded Visio Hyperlinks Right Pane Web parts for: Specifying Documents Selecting Forms & Templates (tagged from documents centre) Upstream & Downstream Process tagged via taxonomy
SLS - Metadata Scroll down the process view to see the metadata card Process information Tagging an up- or downstream process using taxonomy Develop and deploy Business Plan and Strategies 17
Monitor process performance SharePoint 2010 provides pre-defined d webpart for monitoring i SharePoint workflow In SharePoint Designer 2010, click Workflow Settings to activate Workflow Visualization in SharePoint Site 18
Business Activity Monitoring Visio Diagram can be front-end of LOB system View diagram in web browser LOB System A LOB System B LOB System C Value Stream Map Supply Chain Diagram Network Diagram 19
20 Demo
Partner ecosystem in Process Management Two tier + SI approach through h 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 Leverage Microsoft s partner for end to end BPMS implementation Partner Solution End to End Processes with BPMS provider Solution Complexity Human & Document Centric Workflow SI partners for system design & deployment Out of box features 21
Summary: Visio and SharePoint for BPM
For more information Visio 2010: www.visiotoolbox.com Visio i 2010 and SharePoint 2010 for process management: http://visiotoolbox.com/2010/process-management.aspx Case studies: http://visiotoolbox.com/2010/case-studies.aspx Visio Premium 2010 Free Trial http://visiotoolbox.com/2010/trial-downloads.aspx 23
Thank You (and to SAAB AB) 24