As the Marketing Manager at Allegient, my experience as a Business Analyst isn’t the typical career path. In a previous job, I helped model processes for revenue management at a major airline. At that time our business process modeling consisted of hand drawn notes, sent offshore to be transformed into diagrams in Powerpoint. Imagine our confusion when these slides were provided with no key and no definitions for the shapes being used. I knew there was some serious room for improvement.
A year after joining Allegient, I sat down with our Business Solutions Manager, Louise Hughes to develop a marketing piece. We reviewed my projects that reflected some experience in the realm of process modeling. Like many at Allegient, my skills for this service area were discovered somewhat accidentally, but utilized for the benefit of our client (link to a culture blog). This discovery led to three months of business analysis work with her group.
Throughout that experience, I had the pleasure of working with Jason DePasquale, a Senior Business Analyst here at Allegient. He provided the oversight that helped align our diagrams with the approved standards within BPMN 2.0. BPMN 2.0 is a standard process modeling notation that everyone can understand. From this experience, I have come away with 10 Tips & Tricks for Visio that may prove valuable for the new learner as well as the experienced Visio pro.