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View Full Version : Tools to bring Visio and other Work Documents for Processes On-Line


mschipperheyn
10th January 2008, 07:22 AM
Hi,

We're busy describing our work processes using Visio and creating a handbook and work instructions to go with that. I'm looking for a tool that allows me to take this work on-line. I would like e.g. to have the flow chart as part of a page interactively: clicking an element brings up a description. Publish work instructions along side the flow chart. I would also bring the material "alive" by allowing easy editing features, perhaps even a "suggestions for improvement" function. I want the tool to be relatively low end and affordable. This does not have to be a mega do-it-all tool, just a practical help.

Does anybody know of any?

Kind regards,

Marc Schipperheyn

Jim Wynne
12th January 2008, 12:32 PM
Hi,

We're busy describing our work processes using Visio and creating a handbook and work instructions to go with that. I'm looking for a tool that allows me to take this work on-line. I would like e.g. to have the flow chart as part of a page interactively: clicking an element brings up a description. Publish work instructions along side the flow chart. I would also bring the material "alive" by allowing easy editing features, perhaps even a "suggestions for improvement" function. I want the tool to be relatively low end and affordable. This does not have to be a mega do-it-all tool, just a practical help.

Does anybody know of any?

Kind regards,

Marc Schipperheyn

I'm not sure about commercial applications that will do the things you want, but it sounds like you might be best served by engaging a good web designer to build the thing for you.

Stijloor
12th January 2008, 01:07 PM
Hi,

We're busy describing our work processes using Visio and creating a handbook and work instructions to go with that. I'm looking for a tool that allows me to take this work on-line. I would like e.g. to have the flow chart as part of a page interactively: clicking an element brings up a description. Publish work instructions along side the flow chart. I would also bring the material "alive" by allowing easy editing features, perhaps even a "suggestions for improvement" function. I want the tool to be relatively low end and affordable. This does not have to be a mega do-it-all tool, just a practical help.

Does anybody know of any?

Kind regards,

Marc Schipperheyn

Hello Marc,

Here is an idea that I've offered to my Clients. Why don't you use a digital video camera and record the essential elements/steps of the process. One of my clients uses 30-second, 45-second; sometimes longer video clips, and load these on the server.

Let's take a look a set-up process for example.

The set-up person opens up a simple work instruction (that could be intranet or web based), pertaining to a particular machining process.

The first line instructs the set-up person to verify safety features and PPE requirements. When the set-up person clicks on that line, a video clip starts running showing what the appropriate PPE is and the safety features of the machine and equipment.

The next line instructs the set-up person particular settings and features on the machine and equipment, etc.

You see how this could work?

We spend way too much time and effort making beautifully formatted procedures, charts and work instructions that too many times are ignored because people do not want to read, or even worse, cannot read.

I am very well aware that this approach may not work in all cases, but where possible and appropriate, "live" imagery, does a much better job. It does not have to look fancy and it should be easy to edit and change. I believe that we should leverage available technology.

Allright, that's my :2cents:.

Stijloor.

mschipperheyn
13th January 2008, 07:51 AM
Hi,

Thanks for the responses so far. I think neither video nor custom web implementation will do the job. Video doesn't work for me because most if not all of the actions are computer interactions. A custom web implementation is an option but that would hurt maintainability. The advantage of some kind of tool that "publishes" the info is that changes in the work process can be reflected easily making sure that the changes actually implemented in the documentation in stead of "we'll do that some other time".

Cheers,

Marc

Stijloor
13th January 2008, 08:12 AM
Hi,

Thanks for the responses so far. I think neither video nor custom web implementation will do the job. Video doesn't work for me because most if not all of the actions are computer interactions. A custom web implementation is an option but that would hurt maintainability. The advantage of some kind of tool that "publishes" the info is that changes in the work process can be reflected easily making sure that the changes actually implemented in the documentation in stead of "we'll do that some other time".

Cheers,

Marc

If most of the actions are computer interactions, could "help" screens work?

mschipperheyn
13th January 2008, 08:22 AM
Well, the goal is to help people understand what they need to do and then how to do it. So we need to visualize and describe the process and then to give in depth instruction of how to do it. So, a help instruction does not seem appropriate because it assumes you already arrived at some particular spot in a program, and it also assumes it's about the program exclusively. In practice there are also things like "send email to x", "create document y" etc.

Cheers,

Marc

Jim Wynne
13th January 2008, 11:10 AM
Well, the goal is to help people understand what they need to do and then how to do it. So we need to visualize and describe the process and then to give in depth instruction of how to do it. So, a help instruction does not seem appropriate because it assumes you already arrived at some particular spot in a program, and it also assumes it's about the program exclusively. In practice there are also things like "send email to x", "create document y" etc.

Cheers,

Marc

You're asking for something that can be done, but not cheaply, imo. If you want interaction and a lot of different online functions, you want some sort of web application. All software applications need to be maintained. If you're looking for some sort of off-the-shelf application I don't believe you'll find one that will do all of what you want without customization and the maintenance and expense that go along with it.

mschipperheyn
13th January 2008, 11:25 AM
Yeah, what I really want is a way to add descriptive text to Visio diagram shapes and export that to a website: have an interactive diagram there. Click a shape and you see a text. Even static would be fine. But as soon as you say workflow and web, everybody shout "forms" and starts talking about how you can automate your business processes and integrate this and that software.

It's weird that this is not just available as a standard export for Visio.

Cheers,

Marc

wmarhel
13th January 2008, 02:41 PM
Hi,

We're busy describing our work processes using Visio and creating a handbook and work instructions to go with that. I'm looking for a tool that allows me to take this work on-line. I would like e.g. to have the flow chart as part of a page interactively: clicking an element brings up a description. Publish work instructions along side the flow chart. I would also bring the material "alive" by allowing easy editing features, perhaps even a "suggestions for improvement" function. I want the tool to be relatively low end and affordable. This does not have to be a mega do-it-all tool, just a practical help.

Does anybody know of any?

Kind regards,

Marc Schipperheyn

Have you looked at some of the offerings by Adobe? Two in particular might be suited to your needs: Captivate (http://www.adobe.com/products/captivate/) and Authorware (http://www.adobe.com/products/authorware/). Authorware can be used to build on Powerpoint presentations as well.

Wayne

BradM
13th January 2008, 11:18 PM
Yeah, what I really want is a way to add descriptive text to Visio diagram shapes and export that to a website: have an interactive diagram there. Click a shape and you see a text. Even static would be fine. But as soon as you say workflow and web, everybody shout "forms" and starts talking about how you can automate your business processes and integrate this and that software.

It's weird that this is not just available as a standard export for Visio.

Cheers,

Marc


Why not use the text box and apply labels to the figures in Visio? Then, export as a JPG or another generic file name?

NOTE: I am a dabbler with Visio, but I have done the above before. Also, you can use a screen capture program, and develop a narrated video of the Visio presentation on the computer.

Not sure if that is any help.

BradM
13th January 2008, 11:25 PM
I went ahead and threw together a quick one from times past. Is this anywhere near what you are working on?

michellemmm
14th January 2008, 12:17 AM
Are you familiar with Circuit-cam?

http://www.lpkfusa.com/Software/ccam.htm

bgwiehle
14th January 2008, 02:23 PM
Yeah, what I really want is a way to add descriptive text to Visio diagram shapes and export that to a website: have an interactive diagram there. Click a shape and you see a text. Even static would be fine...
It's weird that this is not just available as a standard export for Visio.

Visio does have a "save to web" feature that easily transforms the visio file to a html page that can be zoomed, seached for text and, using hyperlinks, linked to other pages (of any type, including text, images, alerts, etc). Multiple pages in the same file can be linked using the off-page reference feature and the html is automatically linked too.

Note that html files can be viewed in a browser without necessarily being published to the web.

B.G. Wiehle

nickh
14th January 2008, 05:48 PM
I make a flowcharting automation tool for Excel, so I like to keep tabs on the market. Of the on-line flowcharting tools that I've seen, I think Gliffy looks the best. It also has a plug-in for the Confluence wiki, so you can collaborate on both diagrams and documents on-line. Pretty slick, IMHO.

Links:
Gliffy - http://www.gliffy.com
Confluence - http://www.atlassian.com/software/confluence/

assyrian47
12th March 2008, 12:58 PM
Look into MOSS 2007. That is the latest version of Sharepoint. It integrates the entire Microsoft Office application suite and Visio. A portal site can be designed to have a specific library that houses only the visio drawings that you create. The library can be setup to permit doument draft, approval sequences and publishing. Of course the MOSS product can also be used for other documents that you create that need to be controlled, archived and approved.

Check out this link to get started.

office.microsoft.com/en-us/products/FX101865111033.aspx

It is not the easiest product to use but it will become a central point for all your QMS related documents.

Cheers