virtual techdays

1. INDIA │ 18-20 august2010 virtual techdays Contextual Data Visualization with Visio 2010 KS Srikanth│ Visio Solution Specialist, Microsoft India.

2. INDIA │ 18-20 august2010 virtual techdays • Introduction to Visio 2010 and Templates • Demo : Visio Pivot Diagrams to create Scorecards and Dashboards. • Visio 2010 and SharePoint 2010 Integration Story. • Visio 2010 for SharePoint 2010 Workflow Modeling. • Introduction to Visio Services. • Demo : Visio Services and Workflow Modeling • Customer References • MindTree Limited • VirginMobile India • Q & A S E S S I O N A G E N D A

3. 17 Years of Diagramming Evolution • Continuous innovation for business and IT diagramming • A market leader in business process analysis tools • 15 million installed users (*) (*) Source: Microsoft Corporation Evolution 3 Dynamic Data-Driven Diagrams for Enterprise Solutions 07’ / Visio 2007 03’ / Visio 2003 Evolution 2 Professional-Looking Diagrams with Office / XML Integration Evolution 1 Diagrams for Personal Productivity 01’ / Visio 2002 Acquired by Microsoft in 2000 Released Visio 2000 same year • Visio Corporation • Established in 1990 • First release in 1992

4. Visio 2010 Diagrams

6. LOB System A LOB System B LOB System C Microsoft Platform Value • Visio®2010 makes your diagram the graphical front-end of a LOB application • Leverage and maximize your existing investment on Microsoft technology for low-cost IT Management, Business Intelligence, and Process Management Network Diagram Value Stream Map Supply Chain Diagram 6

7. INDIA │ 18-20 august2010 virtual techdays DEMO: Visio 2010 Pivot Diagrams

8. SharePoint 2010 and Visio 2010Better Together features include Visio Services, SharePoint Workflow Integration and Process Repository Visio Services SharePoint Workflow Integration Process Repository

9. Visio Services in the Microsoft technology stack • Visio Services • Available to SharePoint Server 2010 + Enterprise CAL customer SharePoint Services SharePoint Server 2010 IIS SQL DB • Geneva Framework • Windows Identity Foundation • Active Directory Federation Services 2.0 • Windows CardSpace 2.0 Windows Server

10. Visio Services • Data Consumer • Views data-linked diagram in web browser • Can open the diagram in Visio Publish “VDW” file to SharePoint Server 2010 • Data Consumer • Updates Data Graphics by clicking refresh button • Data refresh can be automated by setting interval time Import latest data to update Data Graphics Content Creator Create Data-linked Diagram just as in Visio 2007 • Data Source • Excel Services • SharePoint Service List • SQL Server • OLEDB / ODBC

11. INDIA │ 18-20 august2010 virtual techdays DEMO: Visio Services

12. SharePoint Workflow Integration SharePoint Workflow integration improves standardization of human and document workflow. Automatically creates subprocess with page link Diagram Validation shows errors in Issue Window Integration with SharePoint Designer Right-click to add Yes/No Condition • Predefined stencils • SharePoint Workflow Action • SharePoint Workflow Condition • SharePoint Workflow Terminator Issue Window

13. SharePoint Workflow Execution Steps Export SharePoint Workflow from Visio as “.VWI” file Import “.VWI” file into SharePoint Designer SharePoint Designer converts “.VWI” file to Workflow List Publish workflow to SharePoint Server If necessary, add or delete Conditions, Actions, and Steps In SharePoint Designer, define workflow Conditions, Actions, and Steps Export workflow to Visio to update diagram with changes

14. INDIA │ 18-20 august2010 virtual techdays DEMO: SharePoint 2010 Workflow Modeling using Visio 2010

15. MindTree Ltd. uses Visio 2010 and SharePoint® 2010 to improve performance insight and staff utilization across business units. Visio 2010 Case Study : MindTree Limited Business Situation Generating and distributing employee utilization reports across the 7 business units was one-dimensional, cumbersome, and time consuming activity for MindTree’s Business Finance Group, limiting the value of reports for executives. As a services company, MindTree generates its primary revenue through the billable hours of its staff across many different business and industry units. MindTree’s Business Finance Group’s analysts would query the SAP utilization database, copy the data to pivot tables in Microsoft® Excel®, then manually manipulate and analyze the data, export the analysis to Microsoft Word, convert to PDF, and distribute via email.

16. Solution Using Visio 2010 and SharePoint 2010 Solution Mind Tree developed a utilization dashboard to provide Senior Management and other business users with the ability to gather, review, and drill down on business unit utilization data using Visio Professional 2010 and SharePoint 2010, eliminating the need for manually created performance reports.

17. VirginMobile India : Call Centre Management Business Situation • Virgin Mobile India’s management needed to visually review multiple performance indicators in real time to ensure effective call center operations. • Relied on manual performance-reporting processes that delivered unreliable and outdated performance information. • Virgin Mobile India’s call centre faces is the timely and efficient development of the IVR and Queue reports. • Virgin Mobile India wanted a dashboard that could both provide visual insight into real-time operations at each of the four call centres and be accessible remotely. Virgin Mobile India Improves Saves 2,880 Labor Hours with Visio 2010 and SharePoint® 2010

18. Solution using Visio 2010 and SharePoint 2010 Solution • Developed a visual performance dashboard using Visio Professional 2010 and SharePoint 2010 to dynamically link Visio to the company’s external contact centre data, which enabled access to near real-time performance data.

19. Getting Plugged In The Visio Community

20. THANKS│18-20 august2010 virtual techdays ksrikan@microsoft.com