As process improvement professional I map out current state processes either at the value stream or swim lane level, at times both. With current state I identify pain points and bottlenecks do root cause analysis, identify possible solutions, and make recommendations on which ones I think would be the most effective. Then incorporate them into a proposed future state.
Lead Process Improvement Manager at a insurance company with 10,001+ employees
Very flexible, easy to use, and stable
Pros and Cons
- "We are all familiar with it, and it is easy to use. There is a lot of flexibility, and you can add shapes if you want."
- "It would be nice if there is a database behind it. We have looked into this functionality, but all of the other solutions that have a database are very locked down, and you have to use them their way. You can't define your own stuff. For example, we have a system X, and I want to define system X myself and have it available. If I am ever going to make a change to system X, I want to pull up all the drawings that are associated with system X. I want to be able to search and pull all those drawings. Visio should have the ability to capture metrics associated with each step in the process. For example, based on a specific time, I should be able to link the data to a spreadsheet, which is kind of like the data analysis on the process."
What is our primary use case?
How has it helped my organization?
Once we developed custom templates and shape libraries it provided a common look and feel that our stakeholders have come to understand, which is helping them to develop a continuous improvement mindset.
What is most valuable?
We are all familiar with it, and it is easy to use. There is a lot of flexibility, and you can create custom templates with standard shapes.
What needs improvement?
It would be nice if we could develop a custom database. We have looked into this functionality, but all of the other solutions that have a database are very locked down, and you have to use them their way. You can't define your own systems, tools, and inputs etc. For example, if we have systems that are used in multiple processes, and we want to know what processes use those systems we should be able to query the database for processes that include a specific system. A uses case could be system X being phased out so we need to know what processes will be impacted, so that we can ensure that those processes are all taken into account in any decisions to replace that system.
Additionally, Visio should have the ability to capture metrics such as demand, work time, cycle time, .. for each step in the process. Then those metrics should be able to be linked to a spreadsheet to enable data analysis that remains aligned with the process map so that changes remain aligned between Visio and Excel. Other systems attempt to provide this functionality, but the spreadsheet functionality is not as robust as Excel.
Buyer's Guide
Visio
November 2024
Learn what your peers think about Visio. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,067 professionals have used our research since 2012.
For how long have I used the solution?
I have been using Visio for six years.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
There are no scalability issues. We are a nationwide company, and there are around 5,000 users.
How are customer service and support?
I never had to contact them.
Which solution did I use previously and why did I switch?
I never used another solution long-term, but I have evaluated various and continue to see Visio as the best option.
How was the initial setup?
The initial setup was easy. It has been around for so long. All of us have used it before, so it is not like it was new to us.
What was our ROI?
Good.
What's my experience with pricing, setup cost, and licensing?
Most other tools are expensive.
Which other solutions did I evaluate?
I was already using Visio for years before evaluating other options.
What other advice do I have?
I advise standardizing the file naming conventions so it is easier to find what you need when you need it.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Group IT Business Solutions Manager at a manufacturing company with 1,001-5,000 employees
Easy to set up, stable, and has excellent support
Pros and Cons
- "Drawing flowcharts is the most valuable feature of Visio."
- "Visio can be more user-friendly."
What is our primary use case?
We primarily use Visio for creating business process diagrams and flowcharts.
What is most valuable?
Drawing flowcharts is the most valuable feature of Visio.
What needs improvement?
Visio can be more user-friendly.
I would like to have a drag-and-drop option within Visio.
For how long have I used the solution?
I have been using Visio for many years across various versions.
What do I think about the stability of the solution?
Visio is stable.
What do I think about the scalability of the solution?
I believe Visio is scalable.
How are customer service and support?
We have an enterprise agreement with Microsoft that includes premier support service.
How was the initial setup?
Our IT department completed the initial setup and deployment, which was straightforward.
What about the implementation team?
The implementation was completed in-house.
What's my experience with pricing, setup cost, and licensing?
Visio is included with our Microsoft enterprise license.
What other advice do I have?
I give Visio a nine out of ten.
We have over 300 users.
I recommend Visio.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Visio
November 2024
Learn what your peers think about Visio. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,067 professionals have used our research since 2012.
Principal Consultant at Lexington Consulting
Provides a quick way to spruce up client reports and proposals with rudimentary yet impactful visuals.
Pros and Cons
- "Visio has improved my workflow by making it easy to create charts, diagrams, and basic illustrations that I can use in my client reports and proposals. It has saved me a lot of time I would otherwise spend creating visuals for clients by hand."
- "There could be better integration between Visio and Word, especially when it comes to importing graphics from the one to the other."
What is our primary use case?
I use Visio when I'm writing a client report in Microsoft Word, and I want to put in a simple graphic to supplement the text or better explain something. Visio's graphics are not complicated. They're quick and easy to create, so I use them mainly for what I would call static graphics, like simple charts and diagrams.
How has it helped my organization?
Visio has improved my workflow by making it easy to create charts, diagrams, and essential illustrations to use in my client reports and proposals. It has saved me a lot of time I would otherwise spend creating visuals for clients manually.
What is most valuable?
One of the most valuable features is the online support from Microsoft. Whenever I'm stuck with a problem, I can contact customer support. They will almost certainly get back to me within a reasonable time frame. They're good with that.
It is easy to use online tutorials and training videos provided by Microsoft and elsewhere, such as on YouTube. So, if I want to create a new diagram, add some shapes, or increase the weight of a connection from one object to another in my graph, I can easily find out how to do that.
Another aspect that I enjoy is the seamless online integration. For example, there's the ability to download all sorts of extras like different shapes, stencils, objects, etc., for free directly from Microsoft into Visio. Also, I like that you can drag and drop online pictures straight from the Web into Visio.
What needs improvement?
There could be better integration between Visio and Word, especially when it comes to importing graphics from one to the other. Visio's graphics don't seem to play well with other applications. Sometimes I move a business process graphic to a Word document. It doesn't copy the picture correctly, or it leaves some of the connectors off. Or it puts the wrong one in or changes the font for no apparent reason. That's a pain in the neck, and it's one of my biggest complaints about Visio.
Moreover, when I connect a caption to a drawing and move the drawing, sometimes the caption gets left behind. And if you shrink the size of a drawing, I'd like Visio to scale the font automatically. Small details like this would significantly improve the product.
Aesthetically speaking, the graphics can be a bit crude and simplistic. The graphics are sufficient for most purposes, though dated in their appearance. Visio is a static program that tries to keep things simple for most users. However, I would appreciate it if Microsoft made an allowance for at least slightly more complicated graphics. As they are now, they do not inspire or motivate interest in the subject. People don't look at the graphics and say, "Wow, that's a great graphic." They look at it and say, "Uh-huh, move on. Next!" It's a lot of the sameness.
I would also love to see Visio with a more intuitive and reliable data linking feature. I shouldn't have to program or develop any complicated code. Just press a button, connect to the spreadsheet, and update it. For me, sometimes it works, sometimes it doesn't. You should trust your application so that when you need it to link, it links. It would help to know that Visio is using the latest data, mainly because you don't want to embarrass yourself in front of a customer with wrong or outdated data especially when you have a time crunch and have little time to verify if an application worked as you wish it would.
I like dynamic programs. I want to take inputs from other places and have the application automatically update my chart and know that it's correct. And not only do I want it updated, but I wish to document updates, so I can see what updates were selected and used. So, if the document references a spreadsheet or an Access database, it shows where the data came from, what version it is, and the date. If you're doing a nice bar chart in Visio and you want all the bells and whistles, you can see the source material and revision of the chart so that you don't have to go back and say, "Is this right?"
I want to create my objects and my object library more easily. I think you can do some of that, but it's not that simple. I haven't had a lot of experience creating objects, but when I did tried, it was awkward.
The support is okay, though not super great; I wouldn't expect it to be. Visio is not a program where you need a lot of hand-holding for most tasks. It's quite suitable for those who want to drag and drop, so support isn't too crucial, though there is room for improvement.
For how long have I used the solution?
I have been using Visio since it first came out in the early 1990s. It hasn't improved much in that time.
What do I think about the stability of the solution?
It's very stable. I have never had a crash in Visio ever.
What do I think about the scalability of the solution?
For my use case, there's not much need to scale it up in any meaningful sense. When I'm writing a proposal or preparing a report for a client, I try only to put in a sufficient number or well-considered graphics to get my point across.
I typically create my graphics and place them in a Word document. And then I hope they stay together as I move things around during the editing and review processes. Sometimes they do, sometimes they don't. So, in terms of scalability and accuracy, Microsoft could improve integration and consistency between their Office applications.
How are customer service and support?
I haven't had to use technical support very often at all over the years. I might have used it only once or twice in the past twenty-something years. I'd rate the support I received as a five out of ten. Not too good, not too bad. Thankfully, they've gotten rid of a lot of the need for that kind of tech support by putting better help and documentation online.
Microsoft offers training videos online that teach the basics of Visio well enough. I can also go on YouTube if there's something unique or unusual that I need to do. Frequently, somebody's already done it, and I can quickly learn how they did it.
Suppose you do want technical support. In that case, Microsoft has a reasonably active Visio user group. However, it's not real-time help, and you may have to wait a little while for a response. If you want somebody to help you live, you're going to have to pay a third-party company for that kind of support. I don't use Visio so much that it's worth going that route.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
I used a similar solution to Visio many years ago, designed for business flowcharts and business processing. The company that built the software went out of business.
How was the initial setup?
It's easy to get started with mocking-up simple flow charts and diagrams. Still, it can get very complicated when setting out anything a bit more detailed—especially when getting titles, labels, and font sizes to match up. Suppose you want to make a custom organizational chart or a product line chart with all the details and specifications. In that case, I suspect you'll need to set aside some time to learn the user interface more thoroughly.
What about the implementation team?
In-house.
What was our ROI?
I haven't actually calculated an ROI, but I would approximate that I save at least two hours' time of cumulative manual effort for each graphic built with Visio.
What's my experience with pricing, setup cost, and licensing?
The licensing process is a breeze. Buy the license and download the application from Microsoft. Enter the license key in Visio to activate the software.
Which other solutions did I evaluate?
No. I've used Visio for many years. It does what we need it to do and is good enough for the simple graphics we use, but perhaps, we could improve our graphics if we had a more dynamic and creative graphics application.
What other advice do I have?
I like to call Visio a program for the graphically impaired. I use it because I hate spending lots of time preparing graphics, especially when our clients don't spend a lot of time studying them. I would recommend skipping any fancier alternatives unless your business demands it. Most people might benefit from adding quality visuals to their documents but don't have design skills. In that case, I recommend using Visio instead.
As long as you don't have excessive expectations, it will do what you need it to do and do it for a reasonable cost.
I would rate Visio an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VP of Products at a tech vendor with 11-50 employees
Self-explanatory tool that helps communicate processes clearly and easily
Pros and Cons
- "The tools tab within Visio has been amazingly useful, and it is updated quite frequently. Along with how Visio handles components and everything else, I would call it an easy-to-use tool."
- "From my perspective, Visio could probably add more help guidelines for users, and I would prefer to see more intuitive user interfaces to help with dragging and dropping, using the right components, etc."
What is our primary use case?
I use Visio to elaborate on the workflows and use cases that I see for my product, and also to illustrate specific processes for users of the product. In essence, I use Visio to help visually represent processes and as a communication tool that lets me explain things to end users in a simple manner.
At the same time, I also use Visio as a base from which to communicate with my technical team so that they are able to better understand the user's perspective while they are developing the product. I use it on both fronts, especially since I have been in a role which is more on the consulting side while having to liaise with both the end users and the technical team. For all these use cases, Visio has been a key tool which has been very helpful to me.
What is most valuable?
The tools tab within Visio has been amazingly useful, and it is updated quite frequently. Along with how Visio handles components and everything else, I would call it an easy-to-use tool. Anyone with years of experience in IT who has just been introduced to Visio won't feel like they want to shy away from it because the entire tool itself is self-explanatory.
I have personally used Visio across three different organizations that I've been in, and I have been more happy using Visio than any of its competitors.
What needs improvement?
From my perspective, Visio could probably add more help guidelines for users, and I would prefer to see more intuitive user interfaces to help with dragging and dropping, using the right components, etc. For example, more tooltips would be appreciated, such as when hovering over a component with the mouse.
It would also be helpful is there were an option to customize the fields and diagrams based on the color, because sometimes you get a black and white coloring with your diagram, whereas I would prefer to have it set to my corporate template and color scheme, which can be a bit difficult to get right.
For how long have I used the solution?
I have been using Visio for more than eight years.
What do I think about the stability of the solution?
I would give Visio a nine out of ten for stability.
What do I think about the scalability of the solution?
Based on my own personal usage, I find Visio very scalable as there are a lot of a options available to explore. Because of this, it is often used by people like myself who liaise between product users and other people such as technical architects who need to communicate their architectures.
I don't know the exact figure, but I would say there are around 10-15 people who use it in my company.
I would give it an eight out of ten for scalability.
How are customer service and support?
I haven't yet needed to reach out for technical support.
Which solution did I use previously and why did I switch?
Before Visio, I used Enterprise Architect (EA).
How was the initial setup?
I had my IT team help me so it was pretty straightforward. I would rate it an eight out of ten for ease of setup.
What about the implementation team?
My IT team took care of the implementation, so I don't know the technicalities of it all. The IT team's work in implementing it was an organization-wide activity.
What's my experience with pricing, setup cost, and licensing?
We have about 10 to 15 people with Visio licenses in my company, but I wasn't involved in the direct negotiation of the prices and since this was taken care of by my administrative office.
What other advice do I have?
I would definitely recommend Visio and I would rate it an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Infrastructure Architect at a consultancy with 51-200 employees
Phenomenal built-in templates, very stable, and easy and quick to deploy
Pros and Cons
- "A lot of built-in templates are really phenomenal. They cut down the time when you're trying to get something out. They reduce the complexity that technical folks like to put into things that have to be given to technical folks."
- "Some of the improvements that have been made in Visio have not been beneficial, at least to me, personally. Too many things have been added to it, and it makes it kind of clunky sometimes. There is an overwhelming desire or competition to continue to improve it when the product is and has been pretty good, and some of what is done tends to clutter it. In some cases, the updates make it more difficult to use. It is already pretty feature-heavy and continuing to add stuff is not productive from my perspective."
What is our primary use case?
Company-wide, it is used a lot for flow charts. From an IT perspective, we use it quite a bit for network diagrams and documentation. The Human Resources team uses it for organizational charts.
In terms of deployment, we have a kind of mixed deployment. I tend to use an on-prem version that is loaded directly on my machine. We are all Office 365, so a bulk of our users use it as a cloud-based downloadable solution, which is a part of their Office 365 implementation.
How has it helped my organization?
It helps us to secure business and C-suite leadership approval on projects. For lack of a better term, it dumbs down technical solutions so that everybody can understand them. It provides a nice middle ground. We have a lot of really talented engineers on staff, but they tend to get lost in the technical minutia, and the business gets bored with that.
What is most valuable?
A lot of built-in templates are really phenomenal. The templates assist in translating very complex design elements into understandable diagrams that non-technical folks can grasp.
What needs improvement?
Some of the improvements that have been made in Visio have not been beneficial, at least to me, personally. Too many things have been added to it, and it makes it kind of clunky sometimes. There is an overwhelming desire or competition to continue to improve it when the product is and has been pretty good, and some of what is done tends to clutter it. In some cases, the updates make it more difficult to use. It is already pretty feature-heavy and continuing to add stuff is not productive from my perspective.
For how long have I used the solution?
I have been using this solution for 10 to 15 years.
What do I think about the stability of the solution?
It is very stable.
What do I think about the scalability of the solution?
I don't have any input on that. In terms of the number of users, we probably have a couple of hundreds of users of Visio. They are from the IT and the infrastructure side. We have Applications users and Human Resources users. We have a manufacturing organization, so we have program managers who manage various customer products, and they use it as well.
It is used fairly extensively throughout the organization. Our usage is okay for now, but we're always one acquisition away from that going out the window.
How are customer service and technical support?
I've never used technical support for Visio.
Which solution did I use previously and why did I switch?
It has always been Visio. Prior to using Visio, it probably was Paint or whatever program was available at the time.
How was the initial setup?
It is straightforward. It takes very little time to deploy.
What about the implementation team?
It is done in-house. In terms of maintenance, because we're loading it from the cloud, if there's an update, that's taken care of with the regular Office updates. So, pretty much everything is on the front end, that is, getting it from a business standpoint, getting the approval for the license and the cost associated with the license, and getting it installed. Once it is in, it is usually off to the races.
What was our ROI?
We have definitely seen a return on investment.
What's my experience with pricing, setup cost, and licensing?
We're in a Visio plan that is like $15 a month per user. At the moment, it is just the standard licensing fees that I'm aware of.
What other advice do I have?
Be aware that it is easy to get lost in all the different things to do with it.
I would rate Visio a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VP of Networking and Infrastructure at NJA LLC
A popular diagramming and vector graphics solution that's easy to use
Pros and Cons
- "Just the fact that a majority of the industry uses it, and you've got third-party templates that were created."
- "The only downside to Visio is the learning curve."
What is our primary use case?
I use Visio for diagramming configurations.
How has it helped my organization?
It has improved the way my organization functions because diagramming is almost similar to mind-mapping. It's a good way to get the message across and for people to understand at all levels.
What is most valuable?
Just the fact that a majority of the industry uses it, and you've got third-party templates that were created. All my vendors have templates for their products and services. It's also easy to use Visio.
What needs improvement?
I would help if they had something like a Microsoft Viewer. They also need to make this available across other platforms and not just Windows.
It would also be nice to have a portal within the product, with some agreement with third parties to get those templates through the Microsoft project portal and not have to go out there and spend time locating the templates.
The only downside to Visio is the learning curve. Nobody off the street can pick it up that quick, and they have to learn it. They need to get some training, some tutorials, which applies to just about anything these days.
For how long have I used the solution?
I have been using Visio for more than 15 years.
What do I think about the stability of the solution?
Visio is a stable solution.
What do I think about the scalability of the solution?
If they allowed cloud deployments, you could scale it laterally or vertically.
How was the initial setup?
The initial setup is a lengthy process, but it's easy to install. But you have to import your templates, depending on whether you want to use generic ones or specific ones.
What's my experience with pricing, setup cost, and licensing?
I think costs are on a per user basis.
What other advice do I have?
I would advise potential users of Visio to explore the third-party templates and not limit themselves to what is provided because it's not enough.
On a scale from one to ten, I would give Visio an eight.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Founder at AC Lean
Easy to use and very basic, but it's hard to manage attributes
Pros and Cons
- "I haven't needed to reach out to technical support the entire time I've used the product. It's very basic and very simple, and therefore I've never run into any issues I haven't been able to deal with personally."
- "To be able to extract a report for business project management notations would be ideal."
What is most valuable?
I find it really easy to use.
You can customize the process very easy.
You can also communicate with people ad they don't even need to have the tool. They can see the processes on the internet which makes it easy to collaborate with people that don't actually choose to use the tool.
It's easy to use generally, due to the fact that it's really basic.
It has also a lot of Planteria, I know how to paint in it, however, you can use different samples, depending on the structures that you want to draw. It has a lot of possiblities.
What needs improvement?
I'm working with Visio Plan 2. I find some lags on this tool. For example, I cannot manage the attributes. For example, for each figure of the process map, I cannot add any further information about it. I can't add the activity or the role that I'm using to relate to other activities. It is very limited by the information that I can use. Managing data is quite limited.
I would love to see five samples for each attempt that I include in my process. I would like to be able to add some extra information. For example, to be able to add some attributes for each item.
To be able to extract a report for business project management notations would be ideal. Another solution, ARIS, lets you configure each item that you add to the Visio model process, and you can add some attributes that we cannot currently add. For example, calls to activity, main indicators, or a lot of descriptions, etc.
After that, to be able to export a report that shows the relation between the functions and the roles that you have related would be great. If it were possible to see different functions for each role and export it, that would be ideal.
For how long have I used the solution?
I've been using the solution for a very, very long time. It's been about ten to eleven years at this point.
What do I think about the stability of the solution?
The solution is quite stable. We haven't had any issues in that respect. It doesn't crash or freeze and it's not buggy or have glitches.
How are customer service and technical support?
I haven't needed to reach out to technical support the entire time I've used the product. It's very basic and very simple, and therefore I've never run into any issues I haven't been able to deal with personally.
Which solution did I use previously and why did I switch?
I'm actually currently looking into different options as I am finding Visio's capabilities a bit dated and limiting.
What other advice do I have?
I'm just a customer. I don't have a business relationship with Visio.
For how I use the solution, it's quite good and does what I need it to do. It's unique in terms of drawing processes. That said, it is getting a little bit old. There are other solutions out there that offer many more functionalities and users can work with more information on them. That's really useful. Visio, on the other hand, doesn't have the same kind of capabilities.
That's why I'm currently looking for another application to use. I want to be able to export more information from the business process management notations. Visio could potentially improve on this, and, if they don't I will have to look elsewhere for a solution that can handle this.
Overall, I would rate the solution at a six out of ten due to its general limitations at this point.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Lead Enterprise Domain Architects at a financial services firm with 1,001-5,000 employees
A very easy-to-use tool that provides stability to its users at an affordable price
Pros and Cons
- "Visio is a very easy tool in general, making it easy for anyone to understand."
- "The export and import functionality from Visio to other tools and the import and export functionality from other tools to Visio are areas with shortcomings."
What is our primary use case?
Visio is used as a diagramming software for ITM.
What is most valuable?
Visio is a very easy tool in general, making it easy for anyone to understand.
What needs improvement?
Visio is a very good product.
The export and import functionality from Visio to other tools and the import and export functionality from other tools to Visio are areas with shortcomings. Widening the export and import functionality of Visio will be a great improvement.
For how long have I used the solution?
I have been using Visio for twenty years. I am using the solution's latest version.
What do I think about the stability of the solution?
Visio is a very stable product.
What do I think about the scalability of the solution?
It is used to buy a single user at a time because it is meant to be client-side software, so scalability does not apply to it.
For my company, we have around one hundred licenses.
I don't know what the license cost is, but we are not planning to extend the usage of the solution in our company.
Which solution did I use previously and why did I switch?
I had previously used Sparx Enterprise Architect. Every company has its own standards, which is why you use what is meant for the company, provided by the company, which is not a big deal.
How was the initial setup?
Visio's setup phase was very straightforward and easy. I bought a license to use Visio at my home.
An hour at the most was needed to deploy the solution.
One needs just to purchase the license and download it from the internet as a part of the deployment process.
The solution is deployed on-premises.
What about the implementation team?
The installation phase of Visio was carried out in-house.
What was our ROI?
I never calculated the ROI, but Visio provides me with far better than what I am paying.
What's my experience with pricing, setup cost, and licensing?
My company does pay toward the licensing costs of Visio. It is a cheap product based on my experience, and since I purchased Visio for my own use.
What other advice do I have?
To those planning to use it, I would say that it is the simplest tool.
Overall, I rate the solution a nine out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Updated: November 2024
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