atw: Acrobat for generating KM system?

Hi Elizabeth

That's quite eerie. My client is doing almost exactly the same thing. In fact, I read your message on ATW while I was waiting for Visio 2007 to finish installing so I could take over maintenance of the 'Graphical process flows' diagram.

We don't have much text in Visio--the process diagram is displayed as a sort of overview page on the Sharepoint site, and clicking one of the boxes links to the corresponding Sharepoint page with all the associated Word templates and documents. The main difference is that we don't have the requirement for portability.

I'd really be looking at HTML rather than PDF if I were you. I can picture having all the separate documents as HTML pages or perhaps an HTML Help system. The Visio diagram would be saved as a web page and would in effect be the home page of the site. You wouldn't want to update the diagram every time you added a new document, so I guess you'd want to have each hotspot in the diagram link to a known URL for the corresponding main topic. The main processes/topics should be fairly static--for example if there's an Organise Christmas Party process in the methodology, you'd have a link from that box in the Visio diagram to ../documents/OrgChristmasParty.html. The processes and supporting documents relating to that process might change a lot, but all you have to do is update the content of OrgChristmasParty.html and the pages below it.

So to sum up, you would use a HAT or HTML editor to update the documents and that would maintain the links from the main topic pages and between the docs. The links to the main topics would have to be updated by hand in Visio but this shouldn't happen often.

Hope that all makes sense. I can't really pass on any hard-won wisdom about Visio and Sharepoint because I've just been picking up this stuff myself literally in the last couple of weeks. Sharepoint looks... interesting. I guess I can check in with you if I come across anything that looks like a show-stopper for what you intend to do.

Good luck.

Stuart

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We are developing a business methodology, and want to develop some
kind of electronic storage for it, including as some high-level requirements:

* Graphical process flows where we can click on an activity to drill down to lower levels, and also access further information about the activity, including "attributes" such as mandatory/optional, and links to case studies and templates
* Storage of case studies and templates and other accessories to the
methodology
* Portability, so a consultant can whack the latest version onto their
laptop and take to a client site (preferably with accessory files)
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