Business Process Modeling in Microsoft Visio

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Interfacings BPMN Modeler Overview
Business Process Modeling in Microsoft Visio
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Modeling Navigating

• Here, process owners, analysts and coordinators
  create and update processes and their links to
  people, procedures, applications and other
  important entities.
• The following screen shots were taken from
  the process modeling page.

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Mapping Editor
Intuitive Drag Drop mapping capability
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Mapping Editor
When a shape is dropped, the property editor
opens-- used to capture all the details about
that activity (performers, KPI, description,
documents, goal, ect.).
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Linking Editor
Easily link objects.
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Linking Editor
When a link is dropped, the property editor opens
-used to capture all the details about that link
(input/output materials, quantity mins
maxs,ect.).
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Organization
Simple Drag Drop is also used to build all the
advanced pages as well (eg. Org. Roles,
Resources, Materials, ect.).
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Drill Down Capability
Drill Down inside of processes and sub-processes
to view the activities below (modeling with a
top-down approach provides a true holistic view
of your company).
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Explorer Navigating
The BPMN Modeler Explorer allows you to navigate
up down through your process hierarchy in a
user friendly tree view.
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Attach Documentation
Attach relevant documentation to activities
within your process (eg. Procedures, Forms,
Regulations, direct links within a system, ect.).
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Attach Documentation
Provides users with the ability to standardize
not only on their processes, but on the
associated documentation as well.
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Property Editor
The property editor allows you to quickly add
details about all your activities rather than
have to input each section whenever a shape is
dropped on the map. Its very quick to navigate
in the hierarchy tree on the left, and enter
details on the right side of the editor.
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Property Editor
Attach Accountability to tasks
Provide rules for your workflows to follow (also
use these rules during export to simulation
analysis)
Capturing the Inputs/Outputs across activities
processes allows business users to understand
what they need to start their task and what they
need to produce.
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Property Editor
Capture advanced information about your process
flows (export this information into Designer to
run Simulations Analysis)
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Property Editor
Assign reference materials to activities (eg.
User Manual, Company handbook, ect.)
Link reference files to activities (eg. forms,
procedures, regulations, ect.)
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Additional Features

• The following screen shots provide details of the
  additional features in the BPMN Modeler that
  augment the value of Visio as well as further
  simplifying functionality.
• The increased user-friendly features receive
  large acceptance among business users.

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Import / Export
Import/Export to CSV for- Excel Reporting-
Integration with other solutions
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Auto Layout
Easy right-click the auto-layout to let the
software do the work of placing your objects so
that they appear clean and clear and the map
(very efficient)
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Utilities
Setup custom standard formatting of your inter
process activity links (color, size, style,
etc.)
Important make sure all users follow the same
standard
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Utilities
BPMN Modeler saves the activity details behind
each shape dynamically (no longer simply text),
so users can easily check off what information
they want displayed on the map, what
information they want to remain in the details
panel.
NOTE Keep information displayed on the map to a
minimal (most important info eg. Documents,
performers), you do not want maps to become too
cumbersome.
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Utilities
Auto-renumber all process/activity sequences when
changes are made to your model
Auto-sequencing options allow you to define
additional non-numerical sequencing standards
(eg. Prefixes Separators)
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Utilities
The auto-synchronize function allows you to more
easily maintain your model, whenever objects are
changed in the advanced scenario pages (eg.
Roles, Resources, Materials, ect.) the
synchronize function automatically updates those
maps were these objects were referenced.
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Options
Users are able to customize their modeling
preferences with many different user-friendly
options
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Print Manager
Print Manager allows you to easily check off
those maps within your process model/ framework
which you wish to print
Adjust (auto or manually) your map print-outs to
properly fit multiple paper sizes
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Flat Map
The Flat Map feature exposes explodes all
sub-processes (top-down approach), providing
users the ability to generate an activity map
from end to end of a process. Great for
Printing
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Auto Swimlanes
Auto-Generate Swimlane views at multiple levels
with 1 click. Swimlane views allow your users to
clearly see the functional/ departmental hand-off
of a process from end-to-end.
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Publish your Model

• The ability to publish your Process Model to the
  Web provides an entry point for business users to
  log-in and access their processes and related
  documentation (including opening documents,
  viewing swimlanes flatmaps, drill down,advanced
  scenario pages, ect.)

The following are additional features available
on the HTML (web) output of a BPMN Modeler model.
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Process Hierarchy
Jump to any processes within your hierarchy using
the Go-to feature
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Pan and Zoom
Easily Zoom into a certain area of your map with
the Pan Zoom feature
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Details Panel
Click on any Activity/Process and view the
details related to that task in the details panel
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Search
Users can search within their model to find the
unknown whereabouts of an activity
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Advanced Search
The advanced search provides users the ability to
search on different criteria related to their
activity
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Take The Next Step
Enterprise Process Center 6
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and Simulation software
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