The Visio EPM Story Carson Shelly Visio SSP

The Visio EPM Story Carson Shelly Visio SSP cshelly@microsoft. com

Business Value of Visio 2007 For IT and Business professionals, Visio 2007 offers an easy way to visualize, explore and communicate information in proper context Understand complex information about resources and processes by visualizing current and desired state. Visualize Explore Communicate Share diagrams easily with a broad audience. Explore complex information to identify key trends and insights. 2

Raise Your Hand If… • You watch the weather report • You use a traffic website to plan your commute These are examples of contextual Data Visualization

After HVAC Repair

Preview what you will see in the Demo • Visual Reports created in MS Project – Utilizing easy to use, understand Pivot Diagrams • Create a custom report that includes – Data Graphics (Call Outs) – Drill Down – Publish to Web and Share 13

Visualize Complex Project/System Information • Visualize complex information, systems, and processes to better understand all aspects of your project – Visually report on project information • Generate reports within Microsoft Office Project 2007 and Microsoft Office Share. Point Server 2007 that track project tasks, owners, roles, responsibilities – Visio enables you to act on complex information by displaying data in diagrams • Competitive strategies are based on business data analytics – Process often surfaces as the weak link in EPM solutions, and Visio’s strength is its ability to design, document and analyze business processes – Visio makes it easier to extract insight from large volumes of information • Design professional looking diagrams: – The new Theme Colors and Theme Effects task panes make it easy to format the colors and effects in a diagram with a single click – Visio 2007 uses the same built-in themes that you use in other 2007 Microsoft Office programs to ensure consistency 14

Create Visual Reports • Visually report on complex project data – Generate reports directly from Microsoft Project and Microsoft Share. Point Server 2007 • Track project tasks, owners, roles, responsibilities • Depict complex project ownership structures – Six different types of standard reports • Better understand key performance indicators, trends, and alternative views – Easily configurable templates - Pivot. Diagram form – Automatically modify the reports as project information changes 15

Visualize Up-To-Date Information • Easily refresh data in diagrams to monitor key performance indicators over time – New Refresh Data feature enables automatic refresh of data in diagrams – Connect, align and distribute shapes with one click using new auto-connect functionality 16

Explore Deeper Views Of Data Explore data from multiple perspectives to easily track trends, identify issues, and flag exceptions with Pivot. Diagrams • – Pivot. Diagrams enable visual exploration of business data normally shown in static text and tables – Better assess resource efficiency and activity across projects by accurately and consistently tracking resource use and workload • Analyze, drill down into, and create multiple views of business data to gain valuable insight into it 17

Explore Integrated Data 1 1 Data Selector Wizard 2 Integrated Data Pane 2 • Connect visual project representations with back end data – Use the Data Selector Wizard to import data into your Visio drawing • Manage data directly in Visio r 007 rather than having to navigate back and forth between multiple programs – The Integrated Data Pane represent s source data along the bottom of your drawing • Drag and drop rows of data to applicable shapes within your drawing to establish a data connection 18

Explore Data Graphically • Display data attractively and identify issues, flag exceptions – New Data Graphics pane provides a range of formatting options and drives attractive display of data – The Data Graphics task pane makes conditional formatting easy with good-looking and intuitive shapes. Use this feature to highlight key issues, trends and exceptions • Define criteria to apply specific text, data bars, icon sets, and colors to shapes in your drawing 19

Communicate Across Physical Boundaries • Reach broader audiences - Share diagrams with anyone: – Visio supports Web-based EPM solutions by publishing diagrams to the Internet, saving images as a Web page, or even diagramming a current Website – Diagrams can be saved as web pages complete with navigation controls, a shape data viewer, choice of image format, and style sheet options to be viewed from within Microsoft Internet Explorer using Visio viewer – Save Visio diagrams in PDF or XPS* file format to make them portable and accessible to a broader audience – XPS (XML Paper Specification) • Enables documents to print better, be shared easier archived with confidence, and are more secure • XML integrates with Microsoft Office 2007 and Windows Vista systems * Available via free XPS download 20

Summary Improve your Project Management… Incorporate Microsoft Visio 2007 into your EPM Solutions today! 21