SHILPA GOYAL: Hello, everyone.
Good morning, good evening, or good afternoon,
depending on when and from where you are watching it.
Today we are going to talk about
how Visio and Teams could be used together
to make collaboration even easier using visuals.
Before we go into the topic,
a brief introduction about the speakers.
I am Shilpa and I'm a Program Manager on Visio team.
Some of the areas that I look into are
integration of Visio with Teams.
Integration offers you with Power Automate with Word,
with Power BI.
With me today, I have Tripteesh
who will now introduce herself.
TRIPTEESH KAUR: Hi everyone.
I am Tripteesh and I'm a Program Manager with Visio team
working on collaboration
and other broadening reach initiators for Visio.
Welcome to this session and I hope you find this insightful.
SHILPA GOYAL: So let's talk about today's agenda.
We will talk about how Visio and Microsoft 365
are tied together,
what role basically Visio plays
in total collaboration scenario and Teams.
We will show it through you a demo
and then we'll talk about the roadmap,
what things are already there,
what capabilities would be coming soon
and what you can expect in near future.
Then we have something interesting.
One concept that we are right now working on
wherein Visio would be working as a canvas
in Teams meetings.
Microsoft 365 and Visio are better together.
Visio allows you create a lot of diagrams,
collaborate on them with your team members,
link them to data to see metrics on top of the diagrams
that you create.
Visio integrates very well with all these different apps
within the Microsoft ecosystem.
So let's see how it is actually integrated
with the other apps.
How Visio is integrated with Microsoft teams?
You can create, view, edit and collaborate
on your Visio diagrams within Teams.
You can in fact pin it as a tab
and that will make your collaboration even easier.
Visio also integrates with Power BI
wherein Visio diagrams can be embedded
into Power BI dashboards and bring those to light.
It integrates with Power Automate
wherein you can take your processes to Power Automate
for automate with view,
very few single steps.
It integrates with Excel
wherein you can create process diagrams out of data,
which is there in Excel and keep them updated.
With PowerPoint, you can create a PowerPoint deck
out of the diagram
wherein Visio will basically break down the diagram
into smaller pieces and takes it directly to PowerPoint
and similarly with Word.
So process diagrammers basically take a lot of time
to create a document.
So with a single click,
basically this helps you to create a document, Word document
with different pieces with all the data
which is stored in your diagram,
right into the Word document.
With Visio plan,
it also comes with a One Drive for Business,
which helps you to keep your diagram on cloud
and very easily accessible.
We also have a Azure shapes,
so many different types of shapes, upgraded shapes,
you will see all there in Visio.
Let's learn from Tripteesh more about collaboration,
how collaboration capabilities in Visio can help you.
TRIPTEESH KAUR: Thank you, Shilpa.
So let's understand why collaboration is important.
Collaboration is an inherent aspect
of the diagramming lifecycle for a user.
Starting right from preparing a diagram
to sharing it with a wider audience,
it has become a basic expectation of a web platform.
The expectation of a web app is to be able to help user
communicate and co-author with confidence,
all this while maintaining a certain level of control.
Now we've heard from our customers
asking for more collaborative features in Visio for the web
and we know that the enterprises use this as a key parameter
while evaluating different diagramming tools.
This along with the fact that our key compete positions
that serve as a visually collaborative platform
makes a very strong case for the investment in this area.
Keeping our efforts in line, Visio has been investing
to provide more collaborative capabilities to our users.
Earlier this year,
we launched one of the most productivity enhancing features
in Visio for the web.
That is real time co-authoring.
With the introduction of co-authoring,
multiple users can now simultaneously edit the diagram
anytime, anywhere and stay updated with the changes
by other co-authors,
reflecting in real time on the canvas.
This along with the new design in the co-author's gallery,
which allows you to quickly and easily understand
who else is there in the document with you,
where they are in the document
and what exactly are they doing in the document
helps you avoid conflict by working with others
on the canvas.
The sharing and reviewing capabilities
also add to the powerful suite that this Visio for the web
diagramming tool is.
In fact, I believe
that Teams being a naturally collaborative platform,
when combined with Visio's advanced capabilities
can help users collaborate more effectively
and generate beautiful Visios.
What do you think Shilpa?
SHILPA GOYAL: Yes, Tripteesh. I agree with you, definitely.
We all know that Microsoft Teams
is the hub for collaboration
where you find all your colleagues,
your clients, your windows.
So Visio in Teams takes the collaboration to next level
with various capabilities in Visio.
Some of the other capabilities
that basically enhances the overall collaboration on Teams
are pinning as a tab.
So you can just pin a Visio diagram in Teams
so that you can find the content
right when and where you need
so you need not go and find out.
Teams conversation help you to basically
at mentioned to your colleagues
to get their attention immediately.
Visio Visual collaboration,
so you can also use embedded Visio diagrams
inside Power BI in Teams
so that makes like the life really easy.
Let's see this through a demo
of a real life possible scenario.
Let's take an example of Lemna Healthcare,
fictitious company,
which is working to create a process
for emergency care room flow during this pandemic.
Suttra from the Operations Management Team
is asked to come up with that process.
This consultant now in Teams and create a new Visio file.
He need not install any other app.
He can do everything inside Teams.
As you can see here,
he uses Visio Cross-Functional Flowchart
from so many other types of stencils and shapes available
to put up the first draft of the process.
Easy drag and drops, smart connectors
made his job easier and save a lot of time.
You can see there are so many tools and techniques in Visio
which helps to put this first draft.
Now when the first draft is ready,
the consultant needs to review it with the whole team
and share this diagram.
What can that consultant do?
He can just go to the Files tab.
As you can see, this file is right here in the Files tab,
that consultant can just go and click on the three dots,
make this as a tab.
by pinning it as a tab
ensures that co-authors are able to quickly access,
review and edit the diagram when and where needed
without wasting time when searching for the file.
Also, the consultant can just keep a note,
just drop a note to the entire team
so that they can have a look and draw their attention
to this particular diagram.
Now once the diagram is there,
let's see how Visio makes the review process
really easy and seamless.
Tripteesh, could you please walk us through that.
So the consultant has shared the file with other users
in the system.
They all enter into the file and the consultant can see
in the top right corner,
who else is there in the file with them,
who else is present, where they are on the file,
what they're exactly doing.
The user can expand the person card
and go to the exact location of the other co-authors.
On the location, show who else is there
and it can show whether the user is viewing or editing,
the editing being represented by the three dancing dots.
Now let's see how users can work together in Visio.
One of the users, as you can see,
has the Visio file open in the browser.
However, the other user here has the open,
has the file open in Teams.
The multiple users can now work together
and see each other's changes happening in real time
as they occur on the canvas,
all this while opening the file at different endpoints.
You can see new shapes being added.
You can see the swim lanes being moved
and being reflected to the other user very quickly.
This is how easy it has become working with Visio
for the web with this powerful productivity enhancing tool.
Along with that, any changes like theme or layout or sizing,
all those reflect in real time to the other users
in the canvas
and you can see who is editing as shown here
by the three dancing dots.
So now the consultant has shared the file with others
for feedback,
and you can see the other users in the hospital system
commenting on the file and sharing their feedback
through comments in the editor.
The commenting facility can be leveraged in the view mode
as well and the edit mode as well,
allowing users to share feedback very quickly.
But not just that, Visio in Teams also offers you
multiple other powerful capabilities
like leveraging the conversations or the chat feature
where you can converse life
with the other participants in the document,
or even at mentioning users,
which can get the user's attention
and get you the responses very fast.
With this overall, the users can very efficiently
communicate and collaborate with other users in the system
and the consultant was hence able to complete the diagram
and the review process for it.
Well with that demo, I'm really excited to see
what our users can achieve with these new capabilities.
But we don't stop here.
We will continue our momentum
and bring great features to you.
So let's see what does the future of collaboration in Visio
and Teams looks like.
I'll be discussing the segment in three parts.
We first talk about what we've released,
what is coming soon and what the future plan is.
So earlier in this year, we launched real time co-authoring,
which is one of the most productivity enhancing features.
And then we introduced the great capability in Teams
such as creating new Visio files and pinning it as a tab
for quick reference.
And soon you will see that with collaboration gallery,
modern presence enhancement
and some of the teams and commenting improvements
coming your way, generally available to all.
Continuing our momentum,
We are bringing Mind Mapping in Visio for the web,
where we are working with the Fluid team
to enable it in various apps such as Teams, OWA, Whiteboard
and One Note.
We are also working at enabling modern comments
and @mentions in Visio for the web
so that the collaboration for you becomes easier
and faster to review.
Teams and Visio, as Shilpa just talked about,
enables quite a lot of scenarios.
So we are looking to make the Visio app
available in Meetings and tab kind of scenarios
where the collaboration becomes more easier.
Well, this is in early stages right now,
but we are looking at possibilities
where users can share a file within a team,
a Visio file within a meeting
and the other users can co-create the diagram.
Should probably be talking about this exciting feature
shortly in some more detail.
We are also exploring features
like versioning in Visio for the web, catch up highlights
and some of the things in intelligence area
like Visio bot from Microsoft Teams.
Lastly, I want to say that as the Visio web app,
which was launched a couple of years ago, it is maturing,
we see an opportunity of serving a wide variety of users.
Our goal is that all kind of users,
whether they need us just basic diagramming
to a specialized one,
everyone should have access to readily available canvas
that they can access across the applications.
And that is what our theme for this year looks like.
And so we request you to share your feedback with us
and let us know what other collaborative capabilities
and integrations you'd like to see in Visio for the web.
With this, I request Shilpa
to walk us through the Visio in Teams meeting concept.
Thank you Tripteesh.
So Visio as a canvas for Teams meeting.
This is one concept that we are exploring
and we would love to hear your feedback on it.
So what Teams and Visio can do together.
Teams meetings give you the capabilities
like audios and video,
which help you to synchronously put something, first draft
and Visio basically can help you to get a usable output
which will be ready for further iterations.
So these two capabilities together
can help you communicate with each other
and collaborate on ideas very effectively using visuals.
Also, the output will be a professional looking diagram
and you will be able to create it right then
and where you need,
that is during meetings.
So just to repeat once again,
this is a concept that we are exploring
and we would love to hear your feedback on it.
So Visio for Teams meetings.
There are certain kind of scenarios for it.
The first one is when you want to ideate visually
with your team on a shared canvas
and work towards the focused goals.
So you want to work through scratch.
Some of the examples scenarios could be,
when you want to define a process,
when you want to basically create a timeline
because you are starting with a new project.
It's a it could be a resource planning
where you would need Orchard
and it could be any business diagram
where you want to talk about strength, weaknesses
through some frameworks like SWOT analysis,
fishbone analysis, et cetera.
Another scenario could be
where you already have some kind of visual
and you want to discuss and refine
on that particular visual.
Visio will help you definitely over there too.
Some of these scenarios 'cause we,
you have already have a process diagram
and because you already have that process
effective in your system,
but you want to improve on it.
You can just pull up the diagram and you can
start working on it.
If you have status meetings,
so you can just use the existing org chart or timeline
to do the status meeting.
Review meetings, if you have any kind of design meetings,
design reviews like wireframes, floor plan,
business metrics, you can use an existing diagram
and make the changes right during the meetings.
You can also import AutoCAD drawings.
So the third scenario could be
communicate your point effectively.
So the idea probably here might not be just to
save any visual, create any visual for further use,
but just to communicate your idea,
your point to the audience.
For example, some of the scenarios
could be during interviews
wherein some contextual shapes will help you network shapes,
technical design diagrams, wireframes et cetera.
In the education sector,
you can also find relevant diagrams over here
which will help you to basically explain your point better
in trainings and in knowledge transfers
and there could be like many other scenarios.
Now let's see it through a demo.
Then you have a meetings already set up.
You can just go and edit that meeting
to add a Visio file or I would say Visio template
or a Visio blank canvas
to be used inside the Teams meetings.
That user can just go to add a tab,
find the Visio app over there.
Trigger it at the app
and now can choose the required template
or the relevant template from so many options
given over here.
This will result in creating a Visio file
which can directly be edited inside the Teams meetings.
Here you can see all the users are in meeting already
triggered the Visio board and they have started
co-authoring in this particular diagram.
They are giving their inputs while they are
actually talking to each other,
which is making them really productive
because otherwise what would have happened?
They could have given their inputs
and somebody would have taken notes
and then somebody else would have just created
a visual out of it to make it look better
and to take out insight faster.
Here, everything is happening right then and there.
people are talking to each other.
People can see each other
and give their inputs and suggestions in the diagram.
This is another example
wherein a blank canvas has been used.
User can just select the type of shape, contextual shapes.
As you already know that Visio has thousands of
out-of-box shapes.
Here we using Cross-Functional Flowchart.
Each one of the meeting user has been assigned a swim lane
and they can just start creating this particular process.
Because we know that any process
will be created by taking inputs from not just one,
but more than one person in the organization
where the process has to be implemented.
And as you can see,
it becomes like really easy when they are brainstorming.
When then they are discussing about the diagram,
they are actually able to see it then and there itself
as they are giving inputs right inside the diagram.
And by the end of it,
you will see that the input is actually ready.
The output is there.
Suggestions have been taken as a visual
and which can be treated for this file.
This file can be saved.
This file can be exported as a PDF.
This file can be exploded into a PowerPoint deck
and so forth.
As I said, that this is a concept
that we are exploring right now.
We are also looking for customers who can help us
to visualize it, to work, to basically design it.
So if you want to pre-sign up for it,
please click on this link or just scan the QR code
and fill this survey up.
Thank you all for watching this session.
If you want to learn even more,
I would encourage you to check out the other sessions.
On this screen you can see there are many other sessions
which will help you to learn and know more about
Visio and the capabilities.
Also, you can get in direct touch with us
via some of the channels that you can see over here.
We would love to hear your feedback and suggestions.
Thank you for your time, goodbye.
TRIPTEESH KAUR: Thank you for attending this session.
Hope this was insightful for you. Goodbye.