Agenda. Introduction Power Of Visuals Introduction to Visio

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2 Agenda Introduction Power Of Visuals Introduction to Visio Using PBI and Visio for Monitoring Integrated Monitoring with Visio and Power BI aka Unified Dashboard How to create Unified Dashboards end-to-end Intelligent Process Modeling with Data Using data to magically create process diagrams

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4 Who uses Visio? Manufacturing Engineering Sketch engineering plans, from electrical mapping to P&ID layouts Share drawings with clients or other stakeholders on-the-go Financial Services Risk & Control Document business processes to surface potential risks in a model Easily publish process maps to knowledge repositories Retail Store Operations View and interact with CAD-based diagrams, like store layouts Visually track supply chain and other operational activities Factory Operations Design visual operations manuals to increase compliance and safety Define manufacturing processes and link with data that helps optimize throughput IT Develop application architecture and workflows Communicate program logic using flowcharts with stakeholders for contribution and alignment HR Visualize organizational structure from Azure Active Directory Share HR-specific processes, like onboarding and track status easily

5 VISIO FOR EVERYONE Used by more than 94% of Fortune 100 companies 12 Million Users 250,000 shapes in content ecosystem

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7 What is scarce in all of this abundance is human attention. S AT YA N A D E L L A Chief Executive Officer Microsoft

8 13 MILLISECONDS

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11 Process Tracking - Budgeted Time & Status

12 Process Tracking - seen visually

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14 Retail Store Inventory management

15 Inventory management done visually

16 Monitoring: Unified View Monitor with reference to Context and Business Operations Business Relative spatial location Interconnectivity KPI Analysis

17 Monitoring: Unified Dashboards Operational Intelligence Business Intelligence Real-world Context KPI Interconnections See the full Real picture world with Visualization Unified Dashboards Analysis Order appraisal Order legal document verifications Order credit report Property risk check Credit worthiness check Sequence Define loan conditions Condition acceptance check Goal Prepare loan documents Reject application Send loan approval mail Send rejection mail to applicant

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19 5 Steps to Powerful Unified Dashboards Create Visio Diagrams Import to Power BI Map Power BI Data to Visio Shapes Define Interaction with Data and Shapes Share the Dashboard

20 Create Visio Diagrams Import to Power BI Map Power BI Data to Visio Shapes Define Interaction with Data and Shapes Share the Dashboard

21 Unified Dashboard: Key Advantages Live Frictionless High Value when Power BI correlates to visualization that is in use in Operations Dashboard/Reports can reuse existing Visio files in frictionless manner Unified Interactive Business Intelligence and Operational Data can be combined User interaction for analysis correlates different visuals Contextual Conveys Context, Interconnections and Models Real World z

22 Examples of Unified Dashboards INVENTORY MANAGEMENT ORGANIZATIONAL PERFROMANCE DASHBOARD ROOT CAUSE ANALYSIS (Fishbone) FACILITY MONITORING BUSINESS PROCESS MODELING

23 U N I F I E D D A S H B O A R D S REAL-TIME INSIGHTS ON DIAGRAMS Surface real-time data on top of real-world plans and processes for increased sense making EXTENSIVE DATA SOURCES Access data from many sources to power your dashboards RICH INTERACTIONS Zoom, Pan, Filter, Highlight to interact with your data to derive operational insights ALERT AND NOTIFICATION Get notifications for outages and locate the problem in one glance and respond from the dashboard itself

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25 Process Mapping Conventional

26 Process Mapping Magical Process Data is transformed into diagram automatically Templatization for organization wide data driven process mapping Efficiency: Fewer steps Accuracy: Represent as is

27 Data driven process modeling with Visio DV!

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29 New Templates Basic Flowchart Data Visualizer

30 New Templates Basic Flowchart Data Visualizer

31 New Templates Cross Functional Flowchart Data Visualizer

32 New Templates Cross Functional Flowchart Data Visualizer

33 Delight for Users and Developer Partners

34 How it works? Use Visio pre-made excel data templates or Use your own Excel data Get Data Specify Mappings Specify how your data maps to the diagram Diagram Structure, Shapes, Connectors Diagram will stay in sync with data Refresh diagram as your data updates Diagram Created

35 Use it for

36 W O R K V I S UA L LY Visualization Create anything visually Monitoring DIAGRAMS Communicate Validation Collaborate Shipped to Customer one version of the truth Quick and Easy Data Linked throughout the processes Data Driven

37 Sign up to try at: aka.ms/visio-new Tell us at:

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