This tutorial will guide you through the steps to draw the following map using the Quick Transactional stencil.
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- Matthew Brooks
- 5 years ago
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1 evsm Data QuickTransa ctional 7... Quick Transactional Tutorial This tutorial will guide you through the steps to draw the following map using the Quick Transactional stencil. Z Z Output Incom ing Support Issues Dem and Input PT Q uery PT 5 M in M in A Q uantity Tim e Efficiency Rate Hotline 4 RQ Utilization 9.7 PT 7 Q uery PT 4 M in M in PT 4 Q uery PT M in M in A Level II Staff Q uantity Tim e 9 Efficiency Rate 6 Utilization 66.7 RQ Solution to Customer Dem and. Output A7 4-6 A A A6 A Backlog Accept Issue A3 Needs Escalation? No = A5 Update Support Ticket Cost 5 Lead Chart A5 A6 A A A4 Escalated. Update Backlog Accept Issue Intray Investigation Support Ticket A4 Yes = 5. Intray 5 M in NVA VA Legend Escalated Investigation Com plete and 9 Query Percent 5 Query Process Tim e Query Delay Tim e Cost 5 5 M in M in Com plete and Cost 9 Z Lead Z Sum m ary M in VA. Lead 64. Sum m ary.7 A Backlog 5.3 A6 A Update Accept Issue Support Ticket Lead Tim e Chart M in M in. M in. M in 3. M in VA
2 Step : Start evsm On your Desktop, click the Start evsm icon. If you see a message like this, you must Enable macros. 4 Click Trust from publisher to avoid the security notice in future. 3 Click to enable macros. 4
3 5
4 Step : Learn evsm Basics Avoid re-sizing evsm shapes. Instead grow the drawing page when needed. To resize the page, hold down the Ctrl key, and then drag any page edge to the required size. This method works on four edges of the page. 5 Save your Visio file and then insert a new page via the rightmouse menus on the page-tabs. 6 VSM Quick_eVSM
5 evsm Help resources are available here. Try clicking each help button and learn what it does. 3 Blue icons in the main stencil represent families of shapes. Drag out the Transport icon. 4 Use the shape s right-mouse menus to turn it into a car 7
6 Step 3: Open the Quick Transactional stencil Transactional Data Click the Open button in the toolbar. Select the Quick Transactional Stencil and click OK. Customer Input The Quick and Sketch Transactional stencils will open on the left. Output to Customer Activity Center Activity Cost Activity PT NVA Activity Query
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8 Step 4: Initiate the map for Quick Transactional Drag out the red icons first from the Quick Transactional stencil. This is very important! Z Customer Input Center Incoming Support Issues Demand Input 3 Enter the demand input here Align new shapes to the grid as you drop them. 4 Enter available hours per day here. This is actual work hours after subtracting break time. evsm Data QuickTransa ctional
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10 Step 5: Complete the flow and enter data Complete as shown below, including center names and data values. Z Output to Customer Incoming Support Issues Demand Input Decision Center Activity Center A Center A Backlog Accept Issue A4 Needs Escalation? evsm Data QuickTransa ctional
11 Z Solution to Customer Demand Output Auto 3 Right-click to change to an Intray Center. A5 Update Support Ticket A4 A3 Intray 5 Escalated Investigation Double-click to change from to. 3
12 Step 6: Add Arrows from Main Stencil Z7 Incoming Support Issues Demand Input 3 Drag out the Interact arrow and enter 4-6. This shows the number of iterations between the Review activity and the Escalated Support activity. 6 Right-click the Transmit Shape to change it to a Web Form and switch the framing to Frame Icon. 4-6 A A Backlog Accept Issue A4 Needs Escalation? No = Yes = 4 Double-click the arrow to add text to it. evsm Data QuickTransa ctional
13 Z6 Solution to Customer Demand Output Auto Use the right mouse button menu to switch to a Query arrow. Use the arrows from the Main stencil on the right A5 Update Support Ticket A4 A3 Intray Escalated Investigation 5 5 Drag out transmit shapes to glue to the arrows 5
14 Step 7: Sequence Arrows Z7 Click the Sequence button. Incoming Support Issues Demand Input A To add sequence arrows, hold down the Shift key and select the green shapes in the order shown here. 4-6 A A B Backlog C Accept Issue A4 D Needs Escalation? No = Yes = evsm Data QuickTransa ctional
15 Z6 F Solution to Customer Demand Output Auto A5 E Update Support Ticket A4 A3 Intray Escalated Investigation 5 7
16 Step : Sequence Arrows for Second Path Z7 Incoming Support Issues Demand Input For the second path, start again, hold the Shift key and select the green shapes A to D and then click the Sequence button. Output Output Output 4-6 A A Backlog Accept Issue A4 A Needs Escalation? No = Yes = evsm Data QuickTransa ctional
17 Z6 These Sequence arrows show the first path. Output Solution to Customer Demand Output Auto Output A5 D Update Support Ticket A4 A3 B Intray C Escalated Investigation 5 9
18 Step 9: Use Auto Path to Generate Path ID s based on Sequence Arrows Z Incoming Support Issues Demand Input Click Auto Path to automaticy generate Path numbers based on Sequence arrows. 3 Click Auto Tag to automaticy re-generate Operation Tag numbers based on Sequence arrows. Output Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Yes = Output 4 Note how some centers are on one path only and some on both. evsm Data QuickTransa ctional
19 Z Solution to Customer Both paths are now represented with Sequence arrows. Output Demand Output Auto Output Output A7 Update Support Ticket Output A6 A5 Intray Escalated Investigation 5
20 Step : Add the Z Incoming Support Issues Demand Input Output Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Yes = Output 4 Change the other Output to. evsm Data QuickTransa ctional
21 Z Solution to Customer 3 Change the Output to. Output Demand Output Auto Output Output A7 Update Support Ticket Place two shapes on the map. Output A6 A5 Intray Escalated Investigation Z 5 Change the Path number of the second shape by double clicking the path shape. Lead Z Auto Auto VA Auto Auto Lead Auto Auto VA Auto Auto 3
22 Step : Unhide Complete & Z Incoming Support Issues Demand Input Click the Views button to change which variables are visible. Output Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Yes = Output 3 Fill in the values for the variable on each activity center. evsm Data QuickTransa ctional
23 Z Output Solution to Customer Demand Output Check the box next to Complete Auto and to make it visible. Output Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation 9 Z 5 9 Lead Auto Auto VA Auto Auto Z Lead Auto Auto VA Auto Auto 5
24 Step : Perform Calculations Z Click the Check button and fix any problems flagged. Click the Solve button to calculate. Incoming Support Issues Demand Input Output Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Yes = Output evsm Data QuickTransa ctional
25 Z Solution to Customer Output Demand Output. Output Output Output A7 Update Support Ticket 3 The values have been calculated. A5 Intray A6 Escalated Investigation 9 Z 5 9 Lead VA Z Lead.7 3. VA
26 Step 3: Try Add-on Calculations Z Click the Solve button again to update the changes made. Incoming Support Issues Demand Input Output Output Output 4-6 A Activity Center A Backlog Accept Issue A3 Needs Escalation? No = Activity Query Yes = Output evsm Data QuickTransa ctional
27 Z Solution to Customer Output Demand Output. Output Output Output A7 Update Support Ticket 3 Note the updates to the Lead Values A5 Intray A6 Escalated Investigation 9 Z 5 Drag out the Activity Query add-on and glue to the activity center. Query Percent 5 Query Process Query Delay 9 5 Lead Z VA. Lead VA
28 Step 4: Adding s Drag out the Center. A3 Center Z Incoming Support Issues Demand Input PT 5 Quantity Hotline 4 RQ Efficiency Pipe Output Output Output Drag out a Pipe and drop it on the page. Glue the ends of the Pipe to the Operation Tags of the centers by dragging each end of the arrow to the appropriate Operation Tag until the red connection point 4-6 shows that it is glued. A A Backlog Accept Issue A3 Needs Escalation? No = Yes = Output evsm Data QuickTransa ctional
29 A4 PT 7 Level II Staff Quantity 9 RQ Efficiency 3 Enter the data. Output Z Solution to Customer Demand Output. PT 4 Output Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation 9 Z 5 Query Percent 5 Query Process Query Delay 9 5 Lead Z VA. 64. Lead.7 3. VA
30 Step 5: Variable Visibility A3 Z Hotline Incoming Support Issues Demand Input PT Query PT 5 Quantity Efficiency Rate 4 RQ Output 5 Fill in the values under each Center. Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Yes = Output evsm Data QuickTransa ctional
31 Click the Views button to change which A4 variables are visible. Level II Staff Z PT Query PT 7 4 Quantity 9 Efficiency Rate 6 RQ Output Solution to Customer Check the box next to Demand Rate. under Output Center to make it visible. PT Query PT 4 4 Output Fill in the values for each Pipe. Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation 9 Z 5 9 Query Percent 5 Query Process Query Delay 5 3 Check the box next to Query PT under Pipe to make it visible. Lead Z VA. Lead VA
32 Step 6: Un-hide Cost Z 4 A3 Click the Solve button to update of the changes made. Hotline Incoming Support Issues Demand Input PT Query PT 5 Quantity Efficiency Rate 4 RQ Output Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Cost 5 3 Yes = Fill in the values under each Activity Center. Output evsm Data QuickTransa ctional
33 Click the Views button to un-hide the Cost variable. A4 Level II Staff Z PT Query PT 7 4 Quantity Rate 9 6 RQ Efficiency Output Solution to Customer Demand Output. PT Query PT 4 Output Output A7 Update Support Ticket A5 Intray Output A6 Escalated Investigation Cost 9 Z Check the box next to Cost to make it visible on the map. 5 Query Percent 5 Query Process Query Delay Cost Lead Z VA. Lead VA
34 Step 7: Activity Cost Chart A3 Z Hotline Incoming Support Issues Demand Input PT Query PT 5 Quantity Efficiency Rate 4 RQ Output Output Output 4-6 Drag out the Activity Cost Chart, right click A and select Plot Chart. Backlog A Accept Issue A3 Needs Escalation? No = Activity Cost Cost 5 9 Yes = Activity Cost Chart Output 7 6 / 5 4 Activity Cost Chart 3 Cost Activity Cost 36 evsm Data QuickTransa ctional A A6 A7 Accept Issue Escalated Investiga.. Update Support Ticket Legend
35 A4 Level II Staff Z PT Query PT 7 4 Quantity 9 Efficiency Rate 6 RQ Output Solution to Customer Demand Output. PT Query PT 4 Output Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation Cost 9 Z 5 Query Percent 5 Query Process Query Delay Cost Lead Z VA. Lead VA
36 Step : Showing the line A3 Z Incoming Support Issues Demand Input Output PT Query PT 5 Output Output Quantity Hotline Efficiency Rate 4 RQ Check the arrows for NVA and VA to turn visibility on. Click OK to apply visibility changes. 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Cost 5 Yes = Output Now the line is visible.. evsm Data QuickTransa ctional
37 Click the Views button to turn the visibility for the line on. A4 Level II Staff Z PT Query PT 7 4 Quantity 9 Efficiency Rate 6 RQ Output Solution to Customer Demand Output. PT Query PT 4 Output Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation Cost 9 Z 5 Cost Lead VA. 64. Query Percent 5 5. Query Process Query Delay Z Lead.7 3. VA
38 Step 9: Adjusting the line A3 Z Hotline Incoming Support Issues Demand Input PT Query PT 5 Quantity Efficiency Rate 4 RQ Output Output Output 4-6 A A If your line is not aligned, right click on a VA or NVA shape and select Align line. Backlog Accept Issue Cost 5 A3 Needs Escalation? Yes = Output No = 7... evsm Data QuickTransa ctional
39 A4 Level II Staff Z PT Query PT 7 4 Quantity 9 Efficiency Rate 6 RQ Output Solution to Customer Demand Output. PT Query PT 4 Output Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation Cost 9 Z 5. 5 Cost Query Percent 5 Query Process Query Delay Lead. If the line still isn t in the First right Pass place, right click on a VA or NVA shape and choose Select line, then move the line Z at once VA. Lead VA
40 Step : Lead Chart A3 Z Hotline Incoming Support Issues Demand Input PT Query PT 5 Quantity Efficiency Rate 4 RQ Output Drag out the Lead Chart, right click and select Plot Chart. Output Output A 4-6 Lead Chart A Backlog Accept Issue A3 Needs Escalation? No = Lead Chart Cost 5 Yes = Output Lead Chart A6 A7 A A A5 Escalated Update Backlog Accept Issue Intray Investigation Support Ticket Legend Non Value Value A Backlog A Accept Issue evsm Data QuickTransa ctional A7 Update Support Ticket
41 A4 Level II Staff Z PT Query PT 7 4 Quantity 9 Efficiency Rate 6 RQ Output Solution to Customer Demand Output. PT Query PT 4 Output Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation Cost 9 Z 5 Cost Lead VA. 64. Query Percent 5 5. Query Process Query Delay Z Lead.7 3. VA
42 Step : Balance Chart A3 Z Hotline Incoming Support Issues Demand Input PT Query PT 5 Quantity Efficiency Rate 4 RQ Output Output Output 4-6 A A Backlog Accept Issue A3 Needs Escalation? No = Cost 5 Yes = Output Balance Chart 7... Drag out the Balance Chart, right click and select Plot Chart. Balance evsm Data QuickTransa ctional
43 Update Support Ticket Accept Issue Escalated Investigation The Balance Chart plots how each resource is being used and if it is over-utilized. A4 PT Query PT Output 7 4 PT Query PT 4 Level II Staff Quantity 9 Efficiency Rate 6 RQ / Balance Chart Update Support Ticket Output Accept Issue A3 Hotline Z Escalated Investigation Level II Staff A4 Solution to Customer Demand Output. Effective Usage VA Legend Output A7 Update Support Ticket Output A5 Intray A6 Escalated Investigation Cost 9 Z 5 Cost Lead VA. 64. Query Percent 5 5. Query Process Query Delay Z Lead.7 3. VA
44 Step : Swim-lane Drag out Swimlane table from the evsm Icons stencil. Swimlane Production Finance Sales 3 To Add/Delete Rows, use the right-mouse button menus. Select Table View Row and Column Size Adjusters Adjust Table Clone Row Below Clone Row Above Delete Row Use as Standard Row Height Clone Column on Right Clone Column on Left Delete Column Use as Standard Column Width 46
45 To view table size Adjustors, right-mouse click on the swimlane header bar and click the Select Table command. Steps to re-size Swimlane Table. Right-mouse click on swimlane header area and click the Select Table command. This will display the yellow Adjustors.. Move the Adjustors. Hint: It is a good idea to use the grid. 3. Right-mouse click on swimlane header area and click the Adjust Table command. 47
Copyright 2016 The evsm Group, All Rights Reserved. Deny. Approve. Customer Incoming Demand. Create Technical Proposal. Qty=50. Create Review Package
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