Visio Mastery Workshop

After participating in this workshop you can expect to:

• Use Visio more effectively
• Leverage the power of having data in diagrams
• Create business intelligence dashboards with Visio
• Add structure to diagrams to increase diagram value
• Share and collaborate on diagrams with people who don’t have Visio

Do any of these requests sound familiar?

• “Can you create an organization chart of our division?”
• “Fred created this diagram before he left. Can you update it for Monday’s meeting?”
• “We need a flowchart of this process. By tomorrow.”

Most of us learned Visio because we were asked to create a specific type of diagram. We never received training, and too often, we never had an opportunity to explore other Visio diagram types.

This workshop will change all of that. You’ll participate in a quick review of Visio fundamentals, explore the enormous variety of Visio diagram types, and dig into advanced Visio techniques. You’ll also learn about Visio’s hidden superpower: data! You’ll work with diagrams that contain data fields; create business intelligence dashboards by visualizing data in diagrams; and link diagrams to external data sources.

This workshop is ideal for:

• Visio users who want to supercharge their skills
• Visio users who want to take their skills to the next level
• Visio users who need to know more

Following this workshop, you will be the Visio rockstar in your organization. You will know how to create diagrams to meet any work requirement, and you’ll be able to leverage Visio’s data features to help your organization communicate key messages more effectively.

From compliance with changing regulations to market fluctuations to security threats, managing risk across an enterprise is a constant and complex endeavor. And for an international banking institution, taking a holistic approach with a governance, risk, and compliance (GRC) platform across major business units was the way to go.

The bank had been using solutions from Archer, a premiere GRC vender. But the installations were aging, located on-premise, and overengineered with connections to numerous, and in many cases, unnecessary data feeds. Consequently, the systems in place were sluggish, cumbersome to use, and did not meet the requirements of business units that needed governance and compliance tracking. These systems that were so critical to healthy banking operations were severely underutilized. Furthermore, the bank suspected that it was overpaying for licenses that were not yet in use and that the operational spend was excessive.

The bank felt it was time to audit and refine its GRC solutions, and determined a number of goals:

• identify performance improvements
• improve user interaction
• set new design standards
• identify waste

The bank hired SoHo Dragon for its Archer Health Check & Roadmap offering based on its brand excellence and prior working relationships. SoHo was asked to assess existing Archer modules and to optimize the bank’s use of the tool.