Visio – How to Merge Multiple Shapes into Single Shape

Feel like a Visio shapeshifter? In this Visio tutorial, we show you how convert several shapes into a single shape, and also make sure the parts can’t be changed? Visio – How to Merge Multiple Shapes into Single Shape There are two steps: Protect the components. Protect the group. Step 1: Protect the components: Group the […]

Visio – How to Straighten Crooked Connector Lines

In this Visio tutorial, we show you how to straighten crooked connector lines. Getting angry that your connector lines are crooked, bent, or twisted out of shape? Wouldn’t it be nice if they were lovely and straight? Visio – How to Straighten Crooked Connector Lines Here’s how to make them straight again: Draw a line […]

Visio – How to Zoom & Pan (Tips and Keyboard Shortcuts)

In this Visio tutorial, we show you how to use the Zoom and Pan feature. Zooooooooooom! Pan! Zooooooooooooom! What’s the fastest way to zoom and pan in Visio? If you work on large drawings or charts, you’ll zoom and pan a lot. Using the zoom drop-down list and the scroll bars is very slow. Is […]

Visio – How to ‘Nudge’ Shapes (and not the page)

In this Visio tutorial, we show you how to use the Nudge feature. Nudge is a nice little feature when he behaves. You can use him to nudge, nudge, nudge shapes across the page using the arrow keys. But what happens when he goes rogue? You try to use Nudge but… using the arrow keys […]

Visio – How to Add, Change, and Delete Swimlanes in Flowcharts

In this Visio tutorial, we show you how to add swimlanes to a flowchart. Want to add swimlanes to your flowchart? Here’s how to move them, change their size, and create the flowchart. Visio – How to Add Swimlanes to a Flowchart Open Visio. In the Shapes window, in the Cross-Functional Flowchart Shapes stencil, drag a Swimlane shape onto the diagram. […]

Visio – How to Turn AutoConnect On (and Off)

In this Visio tutorial, we show you how to turn AutoConnect on, and if you wish, to turn if off again. Don’t feel guilty. AutoConnect is great – until it gets in your way. Visio – How to Turn AutoConnect Off If you want to turn it off: Click the View In the Visual Aids group, select or […]

Visio – How to Automatically Repeat Actions

If you use Visio to create process flows and other types of diagrams, use this trick to save time and get your work done faster. Instead of changing different parts of a shape one by one, you can use the Repeat feature to semi-automate the task? F4 on your keyboard repeats the last thing you’ve […]

How to Write Better Business Processes Designs

Business process design covers many areas. It involves understanding requirements, both the business and functional, the ability to interview different subject matters experts, then write the narrative explaining how the process currently works (as is) and could work (to be). [Learn more about these Process Design MS Word templates here] Furthermore, it requires visual design […]

Process Design Tips From DHL

As a process designer, I’m always looking at how other companies design their processes, in particular how they manage exceptions, errors, and unexpected actions, typically an ‘edge case.’ Download Now for $9.99 – Buy Here! [Learn more about these templates here] Last month I bought two computers. One Toshiba laptop, the second an Alienware desktop, […]

How to Design Business Process Swimlane Diagrams in Visio

In this tutorial, we look at how to design workflow diagrams in Visio, for example, for technical documentation or business analysis If you feel overwhelmed when you sit down and try to create a workflow diagram, it’s probably because you’re trying to do several things at the same time. Here’s how to avoid that occurring. […]

How to Write Business Requirements Faster, Stronger, Better

[Learn more about these business requirement templates] One of the mistakes I made when starting with business requirements was that I focused on the phrasing instead of the meaning. For example: I looked at how other procedure writers wrote, adopted their style, and started to write, The software shall… or The software must… In other […]

How to Write Your First Case Study

If you’ve no budget for marketing but an hour to spare, write a case study. Here’s why. Case studies are one of the most effective tools you can use to promote your products and services, especially if you are on a limited marketing budget. 19 Case Study Templates for only $19.99 Learn more about this template […]

Process Design Tips #11: How to Rotate, Change & Flip Text

Last week I showed you how to use Microsoft Visio to create business process maps, use case diagrams, flowcharts. org charts, and other type of documents. Business Process Flowchart – 3 Swim lanes with SOX Controls [Learn more about these Process Design Excel templates here] This week, we’ll look at text. How to add, change, […]

Visio Tips: How to Move Multiple Shapes With a Single Click

I use Microsoft Visio to create flowcharts, business process maps, use case diagrams and other type of documents. One way to create these diagrams faster is to group shapes & images, so you update all the shapes at the same time. You can also move the shapes back and forwards on the worksheet. Business Process […]

Business Process Design Tutorial – Part 1

At the end of the workshop, our client confessed, ‘I didn’t know our business worked like that’.

We’d moved onsite and over three months mapped out the processes in his Finance, Sales and Operations Depts. For me, one of the most rewarding aspects of Business Analysis is discovering how a business works and then mapping it out in Visio.