Monthly Webcast Agenda - all webcasts will occur from 1:30pm – 3:00pm EST / 10:30am – 12:00pm PST.

Introduction to Visio 2013
Date Description
09/05/2013

Learn how to create organizational charts from a database, visualize your data, and share your diagrams across the enterprise utilizing SharePoint and Visio services. This session will also show how to take advantage of the new Visio 2013 features and benefits to help maximize your productivity. This session is especially useful for anyone who uses or would like to learn the new features of Visio 2013 in IT, HR, Facility Management, Operations, Project Management, Business Analysis and Information Management with Office Art.

Presented by Matt Roderman - Tips & Techniques L.L.C

The Top Five New Features in Visio 2013
Date Description

10/01/2013

There’s so much to like about Visio 2013 that it would take a long time to demonstrate all of the new features. Consequently, this session will focus five key new features.

  • Save to SharePoint and SkyDrive as easily as to your hard drive
  • Change shape: replace any shape with any other while retaining text, data, and connections
  • Duplicate page: make a copy of any Visio page with two clicks
  • Coauthoring: simultaneously edit a Visio diagram with other users
  • Org charts with photos: easily import photographs into your org charts
Presented by Scott Helmers, Visio MVP, Partner - Harvard Computing Group

Microsoft Project & Visio - Better Together
Date Description

11/5/2013

Learn how to use and customize the 2013 user interface. Discover how to use the Visio 2013 project scheduler template to create linear timelines with milestones, interval markers and extended timelines. Next learn how to export the linear timeline to MS Project. Participants will also learn how to create custom shape data reports, data graphics, legends, and customize Visio stencils. Create graphical project reports using the Visio data pivot diagrams in MS Project. By learning the integration techniques of using Visio and MS Project together, project managers, team members and project stakeholders will develop an easy way to communicate, visualize and share data across the enterprise utilizing SharePoint and Visio services. This Session would be especially beneficial for anyone who uses or would like to learn Visio 2013 for project management purposes. Participants will receive benefits from utilizing Visio and Microsoft Project (MS Project) in tandem.

Presented by Matt Roderman - Tips & Techniques L.L.C

Collaborating in Visio to Improve Business Processes
Date Description

12/3/2013

Building a better process is very seldom the work of one person. Visio 2013 adds two collaboration capabilities that allow you to work with colleagues anywhere in the world when you want to jointly document, review, and enhance work processes.

  • Quick review of swimlane and BPMN diagrams in Visio 2013
  • Visio integration with the cloud
  • Sharing diagrams via Visio Services on SharePoint
  • Multi-threaded commenting in Visio diagrams using either Visio or a web browser
  • Simultaneous coauthoring of Visio 2013 diagrams
Presented by Scott Helmers, Visio MVP, Partner - Harvard Computing Group

Visio Tips & Techniques - Organizational Charts
Date Description

1/7/2014

Organization charts show reporting relationships and how employees are grouped into departments. Organizational charts are used as part of those processes related to coordinating people and job responsibilities within and between departments. In this session participants will learn how to create an organizational chart from a data source. Participants will also learn how to take advantage of the new Visio 2013 features to maximize productivity and share the diagrams across the enterprise utilizing SharePoint and Visio Services. This Session would particularly benefit those in Human Resources, Operations, Project Management, Facility Management, and Information Technology who uses or would like to learn how to use Visio 2013.

Presented by Matt Roderman - Tips & Techniques L.L.C

Visio Tips & Techniques - Floor Plans & Office Layout
Date Description

2/4/2014

Office layout diagrams are essential for preparing for an office move, remodeling the interior of an office building, or documenting the existing layout of a building. In addition, participants will learn how to use the import AutoCAD feature to display an integrated floor plan which will allow the user to add cubicles, network equipment etc. This Session will benefit anyone in Facility Management, Human Resources, Operations, Project Management, and Information Technology who uses or would like to learn how to use Visio 2013. Participants will also learn how to take advantage of the new Visio 2013 features to maximize productivity and share the diagrams across the enterprise utilizing SharePoint and Visio Services.

Presented by Matt Roderman - Tips & Techniques L.L.C

Visio Tips & Techniques - Networking IT
Date Description

3/4/2014

Network diagrams visually represent a network’s communication flow. Visio 2013 Professional enables IT administrators to create network diagrams so people can understand the complexity of the existing network and see which areas might become problematic in the future. In this session participants will learn how to use a variety of networking templates to document their network topology. Learn how to import and link shapes to external networking data; create data reports, data graphics, and legends. This Session would be beneficial for anyone in Information Technology who uses or would like to learn how to use Visio 2013 to visualize your IT network topology data and take advantage of the new Visio 2013 features to maximize your productivity and share your diagrams across the enterprise utilizing SharePoint and Visio services.

Presented by Matt Roderman - Tips & Techniques L.L.C

Creating Business Intelligence Dashboards in Visio – Part 1 of 2
Date Description

4/8/2014

Knowledge workers are often flooded with data – so much so that it can be difficult to make important business decisions. One of the best ways to solve that problem is to use Visio to visualize trends, status information, and key business indicators. And Visio becomes even more powerful when you publish your diagrams to SharePoint, giving anyone with a web browser visual access to the business intelligence behind the data.
In part one of this two-part webcast, you will learn about the Visio capabilities and techniques that allow you to depict organizational data in visual, meaningful, and actionable ways. The webcast will conclude with a business intelligence scenario that utilizes both Visio 2013 and SharePoint 2013.

  • What is Business Intelligence (BI)?
  • Connecting Visio diagrams to SQL Server, Access, Excel, and other data sources
  • Using data graphics to visualize data
  • Publishing diagrams to Visio Services on SharePoint
  • Viewing dynamically updated Visio diagrams with a web browser
  • Business scenario #1: BI-enhanced Org Charts: Key performance indicators that drive results
Presented by Scott Helmers, Visio MVP, Partner - Harvard Computing Group

Creating Business Intelligence Dashboards in Visio – Part 2 of 2
Date Description

5/6/2014

Knowledge workers are often flooded with data – so much so that it can be difficult to make important business decisions. One of the best ways to solve that problem is to use Visio to visualize trends, status information, and key business indicators. And Visio becomes even more powerful when you publish your diagrams to SharePoint, giving anyone with a web browser visual access to the business intelligence behind the data.
After reviewing BI principles and Visio’s role in a BI solution, part two of this two-part webcast presents three business scenarios that demonstrate why Visio by itself, or Visio in combination with SharePoint, should be part of your business intelligence solutions.

  • Quick review of BI principles and Visio’s BI capabilities
  • Business scenario #2: Netaphor Software: Managing dozens – or thousands – of enterprise printers
  • Business scenario #3: TaskMap®: Visualizing and managing business processes
  • Business scenario #4: Fashion Station: Visualizing retail sales data
Presented by Scott Helmers, Visio MVP, Partner - Harvard Computing Group

Adding Structure to Visio Diagrams
Date Description

6/3/2014

Containers, lists, and callouts were an important new feature in Visio 2010 and they are even better in Visio 2013. They work with Visio 2013 themes to provide visual unity for shapes that share a common bond, and even more importantly, they ensure that a set of related shapes behaves in a consistent and logical manner. You will learn how to take advantage of Visio diagram types that utilize these important diagram elements as well as how to create your own structured shapes.

  • What is a Visio container?
  • How is a Visio list similar to and different from a container?
  • How are new-style callouts different from the callouts that have been in Visio for years?
  • Using containers and lists in your diagrams
  • Containers and lists in standard Visio templates
  • Creating your own containers and lists
Presented by Scott Helmers, Visio MVP, Partner - Harvard Computing Group