WEBVTT 

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TOUR THE LIST OF YOUR PROCESS ACTIVITIES 

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IN EXCEL AND EXPORT IT TO VISIO 

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AUTOMATICALLY AND CREATE YOUR WORK 

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FLOW. THAT IS THE CREATION PART 

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OF THE WORKFLOW AND CREATE IT MANUALLY, 

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AS WELL USING THE INTERFACE. TRY 

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THE NEW WAY TO TYPE IT INTO EXCEL 

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AND WITHOUT HAVING TO LEARN THE 

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NUANCES OF PROCESS MAPPING IN VISIO, 

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YOU CAN CREATE THE DEGRAM DIRECTLY 

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FROM EXCEL. THAT'S THE FIRST PART. 

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THE SECOND PART IS HOW DO YOU MAKE 

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THAT MILLION TO VISIO AND APPLY 

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MARK UPS TO IT. TO STRUCTURE YOUR 

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FLOW AND EXPERT IT TO FLOW WHERE 

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THEY FLOW GETS CREATESSED AND YOU 

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CAN ADD THE FINAL PARAMETERS TO 

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THE FLOW AND IT GETS EXECUTED. SO 

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LET'S START WITH THE FIRST HALF 

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OF THIS PRESENTATION, WHICH IS ABOUT 

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CAPTURING YOUR BUSINESS PROCESS 

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WORK FLOWS. SO THIS IS THE NEW WAY 

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TO DO THAT. THIS FEATURE, A LOT 

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OF OUR CUSTOMERS ARE USING IT FOR 

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SEVERAL PRODUCTIVITY GAPES, THEY'RE 

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ABLE TO CAPTURE THE BEST PROP IN 

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ADDITION EXCEL. WE PROVIDE OUT OF 

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BOX IN EXCEL WHICH HELP YOU CAPTURE 

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THE ACTIVITIES OF YOUR PROCESS. 

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YOU CAN IMAGINE TYPING THE LIST 

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IN EXCEL AND EXPORTING IT TO VISIO 

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TO THE DIAGRAM. YOU CAN EITHER START 

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WITH THE TEMPLATES OR GET IN YOUR 

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OWN DATA, IF YOU'RE CAPTURING YOUR 

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BUSINESS PROCESSES REQUIREMENTS 

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FROM THE SEVERAL STAKEHOLDERS OF 

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THE PROCESS IN EXCEL, YOU CAN USE 

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A MAPPING INTERFACE TO DEFINE WHAT 

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IS THE MEANING OF THE DATA AND TRANSFORM 

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IT INTO A DIAGRAM. WE ALSO SUPPORT 

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THE STENCILS, OUT OF BOX STENCILS, 

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USED IN YOUR ORGANIZATION FOR WORKFLOW. 

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YOU CAN USE ANY NOTATIONS, FOR EXAMPLE, 

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A FLOWCHART KNOWTITION CREATE FROM 

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EXCEL. FINALLY WE CAN PROVIDE A 

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SEAMLESS TWO-WAY SYNCHRONIZATION 

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BETWEEN THE DATA SO IF THE DATA 

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GETS MODIFIED, YOU CAN REFRESH. 

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AND IF YOU WANT TO EDIT THE DIAGRAM 

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AND YOU MAKE SOME CHANGES, YOU CAN 

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PUSH THOSE CHANGES BACK INTO EXCEL 

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SO THAT THE DEFINITIONS ARE IN SYNC. 

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SO THIS IS A NEW WAY TO CAPTURE 

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YOUR BUSINESS PROCESS DEFINITION, 

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AND IT IS AVAILABLE IN VISIO LINE 

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2, A SUBSCRIPTION LANE FOR VISIO. 

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ONCE YOU'VE CAPTURED YOUR BUSINESS 

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PROCESSES EITHER USING THIS CAPABILITY 

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OR LET'S SAY YOU USE VISIO TO DRAG 

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DROP THE SHAPES AND CONNECT THEM 

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AND DEFINE HOW THE PROCESS LOOKS 

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LIKE, AND THEN YOU WOULD LIKE TO 

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TAKE IT TO FLOW TO AUTO MEAT IT, 

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EXECUTE IT HOW DO YOU DO THAT? THAT'S 

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WHERE THE OUGHTMATION WHICH IS TAKING 

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YOUR VISIO DIAGRAMS TO FLOW DIRECTLY. 

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HIGHWAY DOES IT WORK? SO IF YOU'RE 

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FAMILIAR WITH THE FEATURE THERE 

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IN VISIO EARLIER, IT IS KIND OF 

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-- THAT FEATURE WHERE YOU CAN NOW 

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USE BPMN AND CREATE YOUR WORK THROW. 

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USING THE NEW FEATURE, YOU CAN EXPEDITE 

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THE FLOW CREATION BY MARKING UP 

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EACH OF THE STEPS AND DEFINING IN 

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YOUR WORK FLOW, WHICH IS TO BE ASSOCIATED 

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WITH EACH STEP IN THE WORK FLOW. 

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AS I DEMONSTRATE AFTER THIS, YOU 

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WILL RELATE MORE TORE IT. THE KEY 

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VALUE PROPOSITION IS NOW YOU CAN 

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EXPEDITE THE FLOW CREATION AT MAP 

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COMPLEX FLOWS. IMAGINE A COMPLEX 

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FLOW AND CREATING IN MICROSOFT WITH 

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THE BRANCHES, IT IS HARD TO UNDERSTAND 

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WHAT HE HE'S THE BIG PICTURE LEAK. 

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THAT'S WHERE VISIO COMES INTO THE 

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PICTURE, USE VISIO TO CREATE A NICE 

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FLOWCHART, HAVE ALL THE PARTSLIED 

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OUT AND SHARE IT ACCOUNT STAKEHOLDERS 

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USING VISIO ONLINE, COLLABORATE 

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ON IT AND REVIEW AND SAY THIS GOES 

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HERE OR THIS IS A CONNECTOR YOU 

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HAVE TO APPLY ON THIS SHAPE, THIS 

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IS SUPPOSED TO BE THE TRIGGER, YOU'VE 

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GOT TO UPDATE THIS ITEM. ALL THOSE 

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THINGS CAN BE DONE WITH VISIO. ONCE 

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YOU ARE SATISFIED WITH THE HIGH 

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LEVEL STRUCTURE OF YOUR WORKFLOW, 

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YOU EXPORT IT TO FLOW. ALL I TALKED 

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ABOUT IS SUMMARIZED IN THIS SLIDE. 

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AGAIN, ONE IS WHERE YOU CAPTURE 

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YOUR WORKFLOW, EITHER FROM EXCEL 

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OR YOU CAPTURE IT DIRECTLY IN VISIO, 

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THAT'S UP TO YOU. THEN, YOU MARK 

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IT UP USING THE FLOW CONNECTORS, 

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THE SMALL YOU SEE CAN BE APPLIED 

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TO EACH OF THE SHAPES TO DEFINE 

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WHAT IS THE MEANING OF THAT SHAPE. 

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WHEN I DEMO IT, IT WILL BE MORE 

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CONTEXT WALL. FINALLY, EXPORT IT 

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TO FLOW AND RUN YOUR FLOW TO AUTO 

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MEAT YOUR BEST PROCESS. SO, SO FAR, 

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SO GOOD. ANY QUESTIONS? ANY DOUBTS? 

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AWESOME. SO, LET'S HAVE A LOOK AT 

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THE DEMO. SO, FOR THE DEMO, I'M 

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PICKING THE USE CASE FOR AN HR PROCESS, 

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WHICH IS AN EMPLOYEE ONBOARD PROCESS, 

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AND I WILL BE USING EXCEL TO MAP 

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MY PROCESS. SO THE PROCESS AT THE 

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HIGH LEVEL LOOKS LIKE NEW EMPLOYEE 

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GETS HIRED AND THEN THE HR PROFESSION 

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SAL MAINTAINING THE EMPLOYEE LIST 

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IN SHAREPOINT, AS A SHAREPOINT LIST, 

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AND THEN EACH TIME A NULL EMPLOYEE 

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GETS HIRED, THEY ADD MORE DATA TO 

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THE SHAREPOINT LIST AND A WORKFLOW 

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GETS TRIGGERED, THE EMPLOYEE GETSAL 

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LOW INDICATED TO A DEPARTMENT AND 

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THE MANAGER APPROVED THE EMPLOYEE 

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AND THE E-MAILS ARE SENT TO THE 

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EMPLOYER AND MANAGER AND MEETINGS 

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ARE SET UP. ALL THIS IS AUTO MEATED 

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ICING THE MAPPING AND EXPORTING 

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TO FLOW. WHAT DOES THE WORD EXCEL 

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MEAN? THIS IS ONE OF THE PREMIER 

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TEMPLATE YOU GET FROM EXCEL. TO 

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GET THIS TEMPLATE, CLICK ON FILE 

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NEW, SEARCH PROCESS MAPS. IF YOU 

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WANT TO CREATE A BASIC FLOWCHART, 

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GO WITH THE ONE ON THE LEFT AND 

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VICE-VERSA, YOU USE THE FLOWCHART 

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FOR THE DIAGRAM. NOW, THIS IS THE 

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PROCESS MAP, DIAGRAM WHERE IT IS 

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AN EMPLOYER ON BOARDING DIAGRAM 

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WITH DIFFERENT FUNCTIONS LIKE HR 

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BUSINESS AND THE EMPLOYEE. THERE 

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IS ONE PHASE CALLED ON BOARDING 

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BUT THERE COULD BE MULTIPLE PHASES 

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IN YOUR PROCESS. THE ID AND THEN 

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THE DESCRIPTION ABOUT THE PROCESS. 

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THEN, THIS COLUMN SPECIFIES HOW 

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ARE THESE PROCESS STEPS RELATED. 

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IT COULD BE A NEXT STEP OR PREVIOUS 

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STEP, DEPENDING HOW YOU WANT TO 

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CONFIGURE. IT WHAT HAPPENS, IT IS 

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A BRANCHING. OF COURSE, COULD BE 

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A DECISION WITH MULTIPLE BRANCHINGS 

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AND USE COMMA SEPARATED IDs TO DENOTE 

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HOW THE PROCESS FLOWS. THEN, YOU 

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CAN USE ANY SORT OF NOTATION. WE'VE 

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PROVIDED AN INTERFACE YOU CAN SELECT 

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HOW WILL THE SHAPE LOOK LIKE IN 

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VISIO. THE SHAPES HERE ARE POPULAR. 

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BPM AND NOTATIONS TO CREATE THE 

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DIAGRAM. ESSENTIALLY, WHAT YOU'RE 

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DOING IS ALL OF YOUR PROCESS DEFINITIONS 

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ARE PART OF EXCEL AND ALL THE BUSINESS 

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STAKEHOLDERS ME TO NO KNOWLEDGE 

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OF VISIO TO CAPTURE THIS THEY JUST 

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NEED TO BE FAMILIAR WITH EXCEL. 

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WE KNOW THAT EXCEL IS USED BY ALL 

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ANALYSTS AND KEY STAKEHOLDERS IN 

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THE BUSINESS SO THEY CAN EASILY 

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SHARE THE OUT OF BOX TEMPLATE OR 

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CREATE YOUR OWN TEMPLATES, BUT IN 

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THE INTEREST OF TIME I'M NOT TALKING 

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ABOUT THE CREATION OF YOUR OWN TEMPLATES. 

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FOR NOW, WE USE THE OUT OF BOX TEMPLATE. 

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SO ANY QUESTIONS AT THIS POINT? 

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ALL RIGHT SO ONCE THE PROCESS DEFINITION 

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IS CAPTURED, WE HAVE A BUTTON RATE 

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THERE WHICH ALLOWS TO YOU EXPORT 

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THIS TABLE TO A VISIO DIAGRAM. YOU 

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CLICK ON THE BUTTON. LET ME SEE 

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IF THE EXCEL -- SO YOU CLICK ON 

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THE BUTTON AND IT LAUNCHED THE VISIO 

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LEAN WHERE THIS FEATURE EXISTS MUCH 

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NOW, VISIO UNDERSTANDS THE MEANING 

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OF ALL THE COLUMNS BECAUSE IT IS 

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AN OUT OF BOX TEMPLATE, YOU JUST 

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CREATE THE DIAGRAM IN A MATTER OF 

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SECONDS AND DO THE AUTOMATIC LAYOUT 

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FOR YOU. CLOSE THIS HERE. THAT'S 

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THE ENTIRE DIAGRAM, STARTING FROM 

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ALL THE STEPS. LET ME ZOOM IN A 

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LITTLE. YOU CAN SEE THE HR STREAM 

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LANE, THE BUSINESS LANE IS SET UP, 

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THE BRANCHING IS SET UP AND YOU 

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DON'T HAVE TO WORRY ABOUT MAPPING 

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IT OUT IN VISIO. YOU FOCUS MORE 

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ON THE CONTENT OF YOUR PROCESS AND 

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DELEGATE THE CREATION PART TO VISIO 

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AND THAT'S WHERE THE AUTOMATION 

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HELPS. SO, NOW THAT THIS DIAGRAM 

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IS CREATED, IF YOU GO BACK TO THE 

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TWO PARTS OF THE PRESENTATION, YOU'VE 

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CAPTURED YOUR BUSINESS PROCESS, 

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NOW YOU NEED TO TAKE IT TO FLOW 

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TO EXECUTE IT. HOW TO YOU DO THAT? 

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YOU SEE THIS BUT THE BUTTON IN THE 

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PROCESS AT THAT POINT, CALLINGED 

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PREPARE TO EXPORT, ONCE THE PROCESS 

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IS FINALIZED, YOU CLICK ON THIS 

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BUTTON AND IT OPENS UP A PANE. LET 

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ME REDUCE THE SIZE THAT IT'S CLEAR. 

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IT AUTOMATICALLY SELECTS THE FIRST 

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STEP AND KNOWS THIS IS WHERE THE 

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PROCESS STARTS. AGAIN, JUST DO A 

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QUICK RECAP, IT IS AN ON BOARDING 

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PROCESS, IT STARTS WHEN THE HR ADDS 

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THE LIST, THE NEW EAT TO A SHAREPOINT 

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LIST, WHICH LET'S SAY LOOKS LIKE 

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THIS. EACH TIME A NEW EMPLOYEE GETS 

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HIRED, HR ADDS THE NEW DATA IN THE 

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LIST. SPECIFIED THE EMPLOYEE'S NAME, 

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ID, THE MANAGER, THE DEPARTMENT 

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AND SO ON, SO FORTH. EACH TIME A 

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NEW ITEM GETS ADDED TO THE LIST, 

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THIS WORKFLOW GETS CONFIGURED. HOW 

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DO I DEFINE WHAT HAPPENS IN FLOW? 

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THIS IS A TRIGGER AND THESE ARE 

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CALL OUTS YOU HAVE TO POPULATE. 

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YOU GO AND SELECT THE SHAPE AND 

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SAY, YOU DEFINE THE TRIGGERS SO 

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GO TO THIS TAB. SO THIS IS A TAB 

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WHICH GIVES YOU ALL THE TRIGGERS 

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AND ACTIONS WHICH ARE PLEASANT IN 

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FLOW, THERE IN VISIO, AND YOU CAN 

238
00:10:59.048 --> 00:11:02.137
SELECT WHICH TO APPLY TO EACH OF 

239
00:11:02.137 --> 00:11:03.843
THE SHAPES. FLOW HAS ALL THE TRIGGERS 

240
00:11:03.843 --> 00:11:07.491
AND ACS AND THIS IS WHERE YOU ASSOCIATE 

241
00:11:07.491 --> 00:11:10.005
YOUR WORK FLOW STEPS WITH FLOW. 

242
00:11:10.005 --> 00:11:12.096
THIS ONE IS FOR A SHAREPOINT TRIGGER, 

243
00:11:12.096 --> 00:11:14.702
WHEN A NEW ITEM GETS CREATED. I 

244
00:11:14.702 --> 00:11:16.904
CAN EITHER FILTER BY SHAREPOINT 

245
00:11:16.904 --> 00:11:19.602
OR SEPARATE IT, SO IT SAYS WHEN 

246
00:11:19.602 --> 00:11:22.003
AN ITEM GETS CREATED AND SELECTED 

247
00:11:22.003 --> 00:11:24.299
AND GETS APPLIED TO MY SHAPE. SIMILARLY, 

248
00:11:24.299 --> 00:11:27.264
I CAN GO TO THE NEXT ONE AND SAY, 

249
00:11:27.264 --> 00:11:29.802
AGAIN, YOU CAN GET THE ITEM DETAILS 

250
00:11:29.802 --> 00:11:31.212
AND THEN I CAN GO TO THIS ONE AND 

251
00:11:31.212 --> 00:11:34.463
SAY IT IS AN E-MAIL ONE, SO I SAY 

252
00:11:34.463 --> 00:11:40.407
USE THE OUTLOOK CONNECTOR. OR SEND 

253
00:11:40.407 --> 00:11:42.912
E-MAIL. AND, I'LL JUST GO AND APPLY 

254
00:11:42.912 --> 00:11:45.260
ALL THESE CONNECTORS TO THESE SHAPES. 

255
00:11:45.260 --> 00:11:47.467
IN THE INTEREST OF TIME, LET'S SWITCH 

256
00:11:47.467 --> 00:11:50.225
TO A DIAGRAM THAT'S ALREADY POPULATED 

257
00:11:50.225 --> 00:11:51.863
WITH THESE KINDS OF CONNECTORS. 

258
00:11:51.863 --> 00:11:54.082
SO THERE YOU GO. IN THIS ONE, EACH 

259
00:11:54.082 --> 00:11:57.482
OF THE STEPS HAS A CONNECTOR. FOR 

260
00:11:57.482 --> 00:12:00.030
EXAMPLE, THIS ONE IS AN E-MAIL STEP 

261
00:12:00.030 --> 00:12:05.088
SO I'VE ASSOCIATED IT WAN OUTLOOK 

262
00:12:05.088 --> 00:12:07.194
CONNECTOR AND, JUST A MOMENT, YEAH, 

263
00:12:07.194 --> 00:12:12.079
THIS ONE IS AN APPROVAL STEP, SO 

264
00:12:12.079 --> 00:12:14.349
ONCE YOU WANT EMPLOYEES ADDED TO 

265
00:12:14.349 --> 00:12:15.838
THE SHAREPOINT LIST, YOU HAVE TO 

266
00:12:15.838 --> 00:12:19.342
CHECK THE DEPARTMENT HAS BEEN ALLOCATED, 

267
00:12:19.342 --> 00:12:21.938
WHICH DEPENDS IF THE MANAGER APPROVES 

268
00:12:21.938 --> 00:12:24.388
THAT EMPLOYEE. THAT'S WHERE APPROVAL 

269
00:12:24.388 --> 00:12:27.298
START. THE WORKFLOW GOES ON AND 

270
00:12:27.298 --> 00:12:28.990
E-MAILS ARE SENT AND MEETINGS ARE 

271
00:12:28.990 --> 00:12:32.783
SET UP. YOU CAN IMAGINE THERE IS 

272
00:12:32.783 --> 00:12:36.349
ONE MORE PERSONA, ADMIN MAINTAINING 

273
00:12:36.349 --> 00:12:38.000
THE EMPLOYEE INFORMATION ON AN AD 

274
00:12:38.000 --> 00:12:41.041
HOC BASIS ON A FILE. EACH NAME, 

275
00:12:41.041 --> 00:12:43.359
IT GETS ADDED TO THE SHAREPOINT 

276
00:12:43.359 --> 00:12:46.599
LIST, IT WARNS THE ADMIN EXCEL FILE 

277
00:12:46.599 --> 00:12:49.094
TO ALSO GET UPDATED SO THEY CAN 

278
00:12:49.094 --> 00:12:52.414
MAINTAIN TO DO AD HOC, IT'S ALLOCATION 

279
00:12:52.414 --> 00:12:53.997
OF RESOURCES OR SOMETHING LIKE THAT, 

280
00:12:53.997 --> 00:12:56.810
FOR THE EMPLOYEES. THAT IS ONE MORE 

281
00:12:56.810 --> 00:13:00.907
STEP UPDATING AN EXCEL FILE IN SHAREPOINT, 

282
00:13:00.907 --> 00:13:04.765
FROM THE SHAREPOINT LIST. SO ONCE 

283
00:13:04.765 --> 00:13:07.110
YOU'VE ADDED ALL THESE CONNECTORS 

284
00:13:07.110 --> 00:13:09.371
AND TRIGGERS TO YOUR WORK FLOW, 

285
00:13:09.371 --> 00:13:11.699
YOU'RE GOING TO GO, BY CLICKING 

286
00:13:11.699 --> 00:13:13.867
ON REFRESH, REVALIDATE YOUR FLOW 

287
00:13:13.867 --> 00:13:15.108
TO UNDERSTAND IF THERE IS ANYTHING 

288
00:13:15.108 --> 00:13:17.458
MISSING AND WE GIVE YOU THE ERRORS 

289
00:13:17.458 --> 00:13:19.809
IN THE RESOLVE ISSUES SECTION. IF 

290
00:13:19.809 --> 00:13:24.167
THERE ARE NO ERRORS, YOU CAN EXPORT 

291
00:13:24.167 --> 00:13:26.116
IT. LET ME TAKE SOME TIME AND TALK 

292
00:13:26.116 --> 00:13:28.429
ABOUT THESE OPTIONS. SELECT A TRIGGER 

293
00:13:28.429 --> 00:13:30.676
ACTION HELP US DEFINE WHERE DOES 

294
00:13:30.676 --> 00:13:33.216
THE WORKFLOW START, WHAT'S THE TRIGGER. 

295
00:13:33.216 --> 00:13:34.452
AND MARK CONDITIONS IS WHAT HELPS 

296
00:13:34.452 --> 00:13:37.027
WHEN YOU HAVE A BRANCHING, YOU CAN 

297
00:13:37.027 --> 00:13:40.126
SELECT THE BRANCH AND TELL VISIO 

298
00:13:40.126 --> 00:13:42.729
WHICH SPOT MEANS WHAT. FOR EXAMPLE, 

299
00:13:42.729 --> 00:13:45.970
I'M TELLING VISIO THIS SPOT IS THE 

300
00:13:45.970 --> 00:13:48.079
ACCEPTED BOT AND THE YES BOT AND 

301
00:13:48.079 --> 00:13:52.042
THIS ONE IS THE NO BOT AND WE ALSO 

302
00:13:52.042 --> 00:13:54.773
SUPPORT MULTIPLE RUN, WHICH IS ACTUAL 

303
00:13:54.773 --> 00:13:57.484
TO THE SWITCH CASE IN FLOW, SO ANY 

304
00:13:57.484 --> 00:14:00.232
QUESTIONS AT THIS POINT? AGAIN, 

305
00:14:00.232 --> 00:14:03.084
A QUICK RECAP, WE MADE THE PROCESS 

306
00:14:03.084 --> 00:14:06.691
DEFINITION, WE CAME TO VISIO. AGAIN, 

307
00:14:06.691 --> 00:14:09.339
CREATE IT, THE MARK UPS, I WANT 

308
00:14:09.339 --> 00:14:11.192
TO DEFINE HOW WOULD MY FLOW LOOK 

309
00:14:11.192 --> 00:14:13.590
LIKE. AND NOW WHEN I'M DONE, I CAN 

310
00:14:13.590 --> 00:14:15.841
EITHER SHARE IT WITH MY COLLEAGUES 

311
00:14:15.841 --> 00:14:20.186
USING VISIO ONLINE, COLLABORATE 

312
00:14:20.186 --> 00:14:22.189
AND REVIEW THE WORK FLOW OR IF IT 

313
00:14:22.189 --> 00:14:24.680
IS ALL GOOD, I CAN CLICK ON EXPORT 

314
00:14:24.680 --> 00:14:31.076
THE FLOW. SO THIS ONE IS NOW CREATING 

315
00:14:31.076 --> 00:14:34.145
A FLOW. I CAN GIVE IT A NAME. AND 

316
00:14:34.145 --> 00:14:41.897
IT IS SIGNING ME IN . SO ALL OF 

317
00:14:41.897 --> 00:14:44.754
THE PROCESS DEFINITION WILL BE CREATED 

318
00:14:44.754 --> 00:14:46.401
IN FLOW AS SOON AS I CLICK THIS 

319
00:14:46.401 --> 00:14:48.811
BUTTON. THEN, THERE WILL BE A LINK 

320
00:14:48.811 --> 00:14:50.610
RIGHT THERE WHICH WILL TAKE ME TO 

321
00:14:50.610 --> 00:14:54.659
FLOW WHERE I CAN DO THE LAST FINISHING 

322
00:14:54.659 --> 00:14:58.861
OF MY FLOW AND ADD THE PARAMETERS. 

323
00:14:58.861 --> 00:15:00.684
I CLICK THIS BUTTON AND IT IS DONE. 

324
00:15:00.684 --> 00:15:04.760
THIS IS THE FLOW THAT GOT CREATED. 

325
00:15:04.760 --> 00:15:07.958
I CLICK ON EDIT. SO, SO FAR, I'VE 

326
00:15:07.958 --> 00:15:10.512
CREATED THE HIGH-LEVEL STRUCTURE 

327
00:15:10.512 --> 00:15:12.565
FROM THE FLOW FROM MY BUSINESS PROCESS 

328
00:15:12.565 --> 00:15:14.206
DEFINITION IN VISIO AND NOW I CAN 

329
00:15:14.206 --> 00:15:16.852
ADD THE MEHTA DATA TO COMPLETE MY 

330
00:15:16.852 --> 00:15:20.215
FLOW. YOU CAN SEE, ALL OF BRANCHINGS 

331
00:15:20.215 --> 00:15:23.223
WHICH YOU CAPTURED IN VISIO, LET 

332
00:15:23.223 --> 00:15:25.817
ME GO BACK TO THE DIAGRAM. AS YOU 

333
00:15:25.817 --> 00:15:28.272
CAN SEE, THERE WERE SOME BRANCHINGS 

334
00:15:28.272 --> 00:15:30.168
CAPTURED HERE TO CHECK THE DEPARTMENT 

335
00:15:30.168 --> 00:15:32.818
AND THEY HAD MULTIPLE BOTS SO ALL 

336
00:15:32.818 --> 00:15:35.222
THOSE ARE NOW CREATED IN FLOW. THESE 

337
00:15:35.222 --> 00:15:37.077
ARE THE BRANCHINGS THAT WERE CREATED 

338
00:15:37.077 --> 00:15:38.973
AND NOW YOU CAN ADD ALL THE -- THIS 

339
00:15:38.973 --> 00:15:40.825
IS ONE MORE BRANCHING WHICH GOT 

340
00:15:40.825 --> 00:15:44.134
CREATED, ALL THE METADATA HERE TO 

341
00:15:44.134 --> 00:15:46.763
COMPLETE YOUR FLOW AND EXECUTE IT 

342
00:15:46.763 --> 00:15:48.680
TO AUTOMATE YOUR BEST PROCESS FOR 

343
00:15:48.680 --> 00:15:51.074
THE EMPLOYEE ON BOARDING. AND, ANOTHER 

344
00:15:51.074 --> 00:15:52.082
INTERESTING THING THAT I WOULD LIKE 

345
00:15:52.082 --> 00:15:55.934
TO CALL OUT IS THAT, IF YOU REMEMBER, 

346
00:15:55.934 --> 00:15:59.926
I SAID THERE IS AN ADMIN MAINTAINING 

347
00:15:59.926 --> 00:16:02.644
ALL OF THE SHAREPOINT LIST IN EXCEL, 

348
00:16:02.644 --> 00:16:05.992
SO WE'VE ALSO BUILT AN ALL CHART 

349
00:16:05.992 --> 00:16:08.731
ITEM FOR EXCEL, WHICH IS A VISIO 

350
00:16:08.731 --> 00:16:10.838
ITEM THAT WORKS IN EXCEL. ONCE THE 

351
00:16:10.838 --> 00:16:13.237
FLOW STARTS RUPP AND ALL THAT SHAREPOINT 

352
00:16:13.237 --> 00:16:15.095
DATA STARTS COMING INTO EXCEL, THE 

353
00:16:15.095 --> 00:16:18.200
ADMIN CAN ACTUALLY CREATE A DIAGRAM 

354
00:16:18.200 --> 00:16:20.592
OF THE WHOLE CHART FOR THAT ORGANIZATION 

355
00:16:20.592 --> 00:16:22.543
RIGHT WITHIN EXCEL WHICH CAN BE 

356
00:16:22.543 --> 00:16:23.947
USED TO UNDERSTAND WHOM TO REACH 

357
00:16:23.947 --> 00:16:25.945
OUT TO IN THAT TEAM AND THE CONNECTIONS 

358
00:16:25.945 --> 00:16:30.502
IN THAT TEAM. SO THAT'S THE END-TO-END 

359
00:16:30.502 --> 00:16:32.501
TWO TAKE YOUR BUSINESS PROCESSES 

360
00:16:32.501 --> 00:16:37.081
FROM VISIO TO FLOW. NOW ANY QUESTIONS 

361
00:16:37.081 --> 00:16:43.996
AT THIS POINT? ALL RIGHT. THE NEXT 

362
00:16:43.996 --> 00:16:46.202
THING ON OUR ROAD MAP IS HOW TO 

363
00:16:46.202 --> 00:16:48.557
GET EXISTING FLOWS INTO VISIO. SO, 

364
00:16:48.557 --> 00:16:51.301
SO FARR WE SAW HOW TO TAKE THE VISIO 

365
00:16:51.301 --> 00:16:55.609
DIAGRAMS TO FLOW, BUT WHAT IF YOU 

366
00:16:55.609 --> 00:16:58.242
ALREADY HAVE FLOWS CREATED BUT YOU 

367
00:16:58.242 --> 00:17:00.605
WOULD LIKE TO VISUAL ICE THEM TO 

368
00:17:00.605 --> 00:17:02.819
UNDERSTAND THE COMPLEX SPOTS IN 

369
00:17:02.819 --> 00:17:05.318
THE FLOW OR MOD TIME THEM AND TAKE 

370
00:17:05.318 --> 00:17:07.553
THE EXISTING FLOWS AND TAKE AND 

371
00:17:07.553 --> 00:17:11.060
EXPERT IT TO VISIO, A FLOWCHART, 

372
00:17:11.060 --> 00:17:13.013
EADE TO UNDERSTAND AND MODIFY. THIS 

373
00:17:13.013 --> 00:17:15.071
IS NOT OUT THERE YET. IT IS IN THE 

374
00:17:15.071 --> 00:17:17.174
ROAD MAP. ALL OF THIS ALL OF THINGS 

375
00:17:17.174 --> 00:17:21.182
YOU SAW BEFORE THIS IS AVAILABLE 

376
00:17:21.182 --> 00:17:24.019
IN VISIO DESK TOP WITH THE ONLINE, 

377
00:17:24.019 --> 00:17:28.935
TOO, AND AVAILABLE TO OFFICE INSIDERS. 

378
00:17:28.935 --> 00:17:30.832
FINALLY, THIS IS HOW YOU CAN LEARN 

379
00:17:30.832 --> 00:17:33.118
MORE AND STAY CONNECTED. YOU CAN 

380
00:17:33.118 --> 00:17:36.925
REACH OUT TO US DIRECTLY, MICROSOFT. 

381
00:17:36.925 --> 00:17:38.769
COM, AND ONCE AGAIN, YOU NEED TO 

382
00:17:38.769 --> 00:17:41.775
BE ON VISIO ONLINE PLAN 2 TO TRY 

383
00:17:41.775 --> 00:17:45.268
OUT THIS FEATURE. BOTH THE DATA 

384
00:17:45.268 --> 00:17:47.377
VISUALIZER FEATURE TO MAP YOUR BUSINESS 

385
00:17:47.377 --> 00:17:49.230
PROCESSES FROM EXCEL AND ALSO THE 

386
00:17:49.230 --> 00:17:51.879
EXPORT TO FLOW FEATURE. WE HAVE 

387
00:17:51.879 --> 00:17:54.115
SOME FEW MINUTES LEFT SO I CAN TAKE 

388
00:17:54.115 --> 00:18:04.535
SOME QUESTIONS. [INAUDIBLE QUESTION] 

389
00:18:04.535 --> 00:18:06.983
>> RIGHT, SO FOR THE AUDIENCE, THE 

390
00:18:06.983 --> 00:18:10.546
QUESTION IS IF YOU MODIFY THE VISIO 

391
00:18:10.546 --> 00:18:11.841
DIAGRAM AND TAKE THE DATA BACK TO 

392
00:18:11.841 --> 00:18:14.292
EXCEL. WE, WE DO SUPPORT THAT, YOU 

393
00:18:14.292 --> 00:18:15.382
CAN MODIFY THE VISIO DIAGRAM AND 

394
00:18:15.382 --> 00:18:17.744
THERE IS A BUTTON TO PUSH IT TO 

395
00:18:17.744 --> 00:18:20.602
EXCEL. THE FEATURE ALSO WORKS WITH 

396
00:18:20.602 --> 00:18:23.136
CLOUD FILES, SO EXCEL FILE, SHAREPOINT 

397
00:18:23.136 --> 00:18:25.907
OR ONE DRIVE AND VISIO WILL UPDATE 

398
00:18:25.907 --> 00:18:31.531
IT AUTOMATICALLY. [INAUDIBLE QUESTION] 

399
00:18:31.531 --> 00:18:36.200
>> SO, DESK TOP IS AN END POINT, 

400
00:18:36.200 --> 00:18:37.405
IT REQUIRES THE LICENSE BUT YOU 

401
00:18:37.405 --> 00:18:40.764
CAN STILL USE IT IN THE DESK TOP 

402
00:18:40.764 --> 00:18:43.744
IT. COMES WITH TWO END POINTS, YOU 

403
00:18:43.744 --> 00:18:46.001
CAN USE VISIO IN THE BROWSER OR 

404
00:18:46.001 --> 00:18:48.165
THE DESK TOP, BOTH WAYS. THAT'S 

405
00:18:48.165 --> 00:18:50.714
A LICENSE YOU NEED TO BUY AND YOU 

406
00:18:50.714 --> 00:18:57.999
CAN USE DESK TOP OR WEB. [INAUDIBLE 

407
00:18:57.999 --> 00:19:02.466
QUESTION] >> YES, YOU NEED TO HAVE 

408
00:19:02.466 --> 00:19:06.265
VISIO ONLINE PLAN 2 ON THE DESK 

409
00:19:06.265 --> 00:19:08.816
TOP TO PUMP IT BACK TO EXCEL -- 

410
00:19:08.816 --> 00:19:14.694
PUSH IT BACK TO EXCEL. [INAUDIBLE 

411
00:19:14.694 --> 00:19:17.402
QUESTION] >> SORRY, CAN YOU REPEAT 

412
00:19:17.402 --> 00:19:23.770
THE QUESTION? SO, ONLINE IS SOMETHING 

413
00:19:23.770 --> 00:19:26.419
WHICH LIKE A YEAR AND A HALF BACK 

414
00:19:26.419 --> 00:19:29.504
IT WAS RELEASE SO IT DOESN'T HAVE 

415
00:19:29.504 --> 00:19:32.074
ALL THE CAPABILITY, BUT AT THIS 

416
00:19:32.074 --> 00:19:36.658
POINT, DESK TOP APP HAS MORE FEATURES 

417
00:19:36.658 --> 00:19:40.798
COMPARED TO ONLINE. [INAUDIBLE QUESTION] 

418
00:19:40.798 --> 00:19:46.878
>> YES, YES, YOU CAN EDIT IT ONLINE. 

419
00:19:46.878 --> 00:19:49.872
TO CREATE IT, YOU NEED A DESK TOP. 

420
00:19:49.872 --> 00:19:51.616
EXCEL HAS NO VISIO LICENSE AND YOU 

421
00:19:51.616 --> 00:19:53.724
CAN USE IT TO MAP YOUR BUSINESS 

422
00:19:53.724 --> 00:19:55.273
PROCESSES IN EXCEL. THERE WAS A 

423
00:19:55.273 --> 00:19:57.308
SESSION YESTERDAY ABOUT IT. THE 

424
00:19:57.308 --> 00:20:01.076
ITEM IS AVAILABLE IN PRIVATE REVIEW. 

425
00:20:01.076 --> 00:20:05.160
I CAN SIGN YOU UP IF YOU WANT TO 

426
00:20:05.160 --> 00:20:10.961
TRY IT OUT. [INAUDIBLE COMMENTS] 

427
00:20:10.961 --> 00:20:13.431
>> NO, THE FLOW STARTS WHEN YOU 

428
00:20:13.431 --> 00:20:14.978
ADD AN ITEM TO THE SHAREPOINT LIST. 

429
00:20:14.978 --> 00:20:17.279
IT COULD BE ANY DATA SOURCE. THE 

430
00:20:17.279 --> 00:20:21.938
EXAMPLE USED WAS A SHAREPOINT LIST. 

431
00:20:21.938 --> 00:20:24.641
>> HOW DO WE GO FROM EXCEL TO VISIO, 

432
00:20:24.641 --> 00:20:26.786
JUST PRESS A BUTTON AND IT TAKES 

433
00:20:26.786 --> 00:20:29.094
TO YOU VISIO? >> YES THERE IS A 

434
00:20:29.094 --> 00:20:31.037
BUTTON IN THE TABLE DESIGN LAB, 

435
00:20:31.037 --> 00:20:32.989
YOU NEED VISIO ONLINE 2 FOR THAT. 

436
00:20:32.989 --> 00:20:35.487
IF YOU WANT TO USE IT WITHOUT THE 

437
00:20:35.487 --> 00:20:37.712
ONLINE PLAN 2 WITHIN EXCEL, WE'RE 

438
00:20:37.712 --> 00:20:40.854
WORKING ON AN ADD-IN THAT DOESN'T 

