Use Visio and follow the above steps how to create swim lane and context. The swim lane already started on the below picture so you can add some other information and also take out some assumptions

1. make a swim lane diagram

2. make a context diagram by following these step

Objectives and Pre-reads Microsoft Visio is an application used to produce all sorts ofdiagrams, including both process and data diagrams used in IDSC 3202. This assignment is primarily focused on developing your Visio skills and by the end of this assignment, you should be able to: 1. Understand the Visio user interface: toolbars and windows 2. Create a swim lane diagram 3. Create a context diagram The assignment is based on a very short case (Large insurance provider automates invoice disputes} which is posted on Canvas. Obtain the case, and read it carefully. We are only going to diagram the AS- IS process (covered in the Diagnosing the problem section of the case), however the later section of the case (Controiiing processes in real time and Resuits in 90 days) provides additional information that is important to us as we seek to understand the AS-IS process. You will also need to use information (regarding the case) provided in this document to complete the assignment. Before starting the assignment, you also need to read the article A Practical Guide to Better Looking Process Maps and watch the video on Getting Started with Visio - Swim Lanes. Both items are available on Canvas. Finally, the document Process Mapping FAQ (also on Canvas} will be helpful as you complete this exercise. SWIII'I lane Ulagrams Swim Lane diagrams are usually used only during the Plan Phase as an informal communication tool between the Business Analyst and hands-on users. They allow the BA to understand the high-level process from the users' perspectives. They seldom become part of our formal project artifacts. Swim lane diagrams are a variant of flow charts, which most of you have seen in SCO 3001 or other classes. So let's start there. Flow Chart Symbols Ora-page reference . Decision - Start-\"End ' Data Offpage reference Today, most BAs use a very small subset of the symbols in our flowcharts. For example, I tend to use process, decision, document, database (for any data storage), monuoi operation (use the symbol shown as Custom 3 on the left}, and Start/End. (refer to the figure on the left for these symbols). To make sure that others can read and properly understand our diagams it is important to include notes, assumptions and clarifications on our diagrams. Swim Lane Diagram A Swim Lane diagram is simply a flow chart, with lanes to identify who executes each process step. See Figure 1 for an example. Figure 1: Swim Lane Diagram As-Is ITC Soybean Procurer Bidde CA (Buyer) ITC Processing ITC (Bhopal) Sunday, October 14, 2007 This Swim Lane diagram is based on the Harvard case The e-Choupal and describes the soybean procurement process in India. Notice only two diagram symbols are used. Context Diagrams Unlike the Swim Lane diagram, the Context diagram is a formal project diagram with very specific rules. Its purpose is to show the entire system in the context of its environment. The context model shows the overall business process as a single process, and shows the data flows to and from external entities. Context diagrams are usually created during the Plan Phase, and serve as the foundation for detailed process diagrams (DFDs) during Analysis Phase. Figure 2 is an example of a context diagram for a project to create an automated process for Holiday Travel Vehicles (Fig 5-6, text). You'll notice that this looks very similar to diagrams I have been using in class (it even includes the '0' at the top of the process box). Figure 2: Context Diagram (from Fig 5.6 in text) - Offer details Shop work Holiday order notice Salesperson Offer rejection notice Shop Travel Manager New sales contract Vehicles Sales System Offer decision Pending offer New sales contract Pending Customer Customer payments offer notice Owner/ Manager Final sales contractCreating the Swim Lane Diagram Create the Canvas We are going to start by creating a Swim Lane Diagram of the AS-IS invoice reconciliation processz. Label the Diagram & Swim Lanes 1. We need to add the functional groups associated with the process. To get you started I have identified the functional groups that correspond to the swimlanes: a. Insurance Administrator (works for the insurance provider}3 b. Customer c. Billing System d. Research Specialist (same as Research Associate) e. Legacy Systems'1 Add swim lanes for these 5 functional groups. 2. Set the defaults (under page setup Page Size tab) to keep Visio from spilling our diagram onto a second page. Also, your swim lanes are going to get crowded, so before we go too far, reorganize the diagram to allow the lanes to cover the height of the drawing space. Your diagram should have all the swim lanes shown later in this document. At this stage, your swimlanes should all be blank. 3. Save your diagram. Tip for those working in the MIS Lab: Students can save their work on an USB flash drive. They can also log into their email and go to Google drive and save it there. To do this they should first save the le on the MIS Lab computer (e.g., at (LE/Documents), then go to their Google drive (after logging into their email), click new, and then choose 'file upload' and select the Visio file (from C:fdocuments if it was saved there). This will upload the Visio file to the student's Google Drive. Then the next time the student is at the MIS Lab they can download the file from their Google Drive and work on it. Work should ALWAYS be saved at one of these two locations, as students may need to revise their work before submitting. Students cannot save files on the MIS Lab computer and expect to find it there when they return (this is true for any public computer e.g., a computer used at a library). Add content to the swim lane diagram [part 1] As you go through this section please refer to the partially completed Visio diagram below. I'm going to start by thinking through the first few steps of the process and stating them in my own words. You'll realize that I had to pull very ambiguous information from throughout the case and organize it, before I could even begin the diagram. Every month the insurance provider accesses the mainframe billing system and prints an invoice for, and sends it to, each corporate customer. Upon receipt the customer reviews the invoice, and either pays it, or disputes it. If the customer disputes the invoice, he returns the invoice to the insurance provider accompanied b notes and/or nuestions. 1. The trigger to our process appears to be the monthly invoice process whereby the invoice is generated and sent from the insurance provider to the customer. The insurance Administrator uses the Biiiingr System as a source of the Invoice data. Let's model it. Note: each process name begins with a verb. 2. Next, we need to model that the Customer either pays the invoice or attaches notes to the invoice and returns it to the insurance company Some things to consider: Notice howl used the Decision symbol, and that lwas careful to add a "E\" in the decision statement, and label one of the exiting connectors Yes and the other No 3. The decision diamond resulted in two legs of our diagram. At the end of the no leg, we will add an End symbol. At this point, I have completely documented (in Visio} the information in the box (on this page). Add content to the swim lane diagram [part 2] 1. At this point, this dispute packet is received, and routed to a specific Research Speciaiist. But how is this routing decision made? We aren't completely sure. It may be by geography 84 product category, or other criteria might be used. Ambiguous. Just like in real life! We will make a note to document this open question on our diagram using a callout. To find a symbol for your explanatory note navigate to insert tab. Select a Caiiout that looks good. Be careful here: just select the callout and it will be created in the middle of your diagram. Find it, move it, and enter your text. Notice that I did not document the Route Dispute Packet process with the standard process symbol. If you look at the flow chart symbols on page 2 of this document, you will realize that I have used the manual operation shape (called Custom 2 in Visio). 2. Now we move to the Research Specialist swim lane. Let's summarize what happens: . (S)he manually prioritizes the new dispute with his/her current workload. Make sure to document (using a callout) that It is not clear how (s) he prioritizes. . For each disputed invoice, (s)he gathers information from the insurance company's Legacy Systems and makes a decision' to accept or deny the dispute, and then acts on this decision. Diagram these steps. 3. Model the rest of the process (until the customer receives the response to their dispute, along with a new invoice), based on the Case and the information provided in this document). If your diagram does not fit on one page, please add another tab and copy over some swim lanes there. Rename the tab(s)Invoice Reconciliation Process (as-is) for Insurance Provider IDSC 3202 The Process Starts with a Monthly Time Trigger Send Billing Info Start Request Not Sure How to Make the Routing Insurance Administrator Decision. More Information is Needed. Route Receive Dispute Receive Billing Info Print Invoice Send Invoice Dispute Packet Packet YES Send Dispute Packet Is Invoice (Corporation) Receive Invoice? Dispute Invoice? with Supporting Customer Stop Pay Invoice ANO- mount = 0? Documents -NO- -YES Receive Billing Info Billing Data Billing System Send Billing Info Request Store Receive Dispute Research Associate Packet Legacy SystemsCreating a Context Diagram You can hand-draw this diagram on paper (make sure it is very neat and legible), take a photo and paste it into your submission document. Create the Context Diagram for the [As-ls] Invoice Reconciliation Process6 1. We are drawing a Context Diagram, so it makes sense to start with the process. Draw the process box and name it invoice Reconciliation Process. Remember to enter the a to present the process in a standard way. 2. Add External Entities a. Add the Customer as an external entity. b. Recall (noted earlier in this document and in the denition of a 'Context Diagram' on Pg. 160 of your text) that, \"The context diagram shows the overall business process as a single process, and shows the data flows to and from external entities.\" Review the External Entity section on page 159 (of your text) to realize that the insurance Administrator and the Research Speciuiist are not external entities. Assume that the Biiiing System is also internal to the process (although the case does not make this explicit) and document this assumption in our diagram. The 'Legacy Systems', however is an external entity. 3. Add the Data Flows a. Start with the data flow invoice data flow between the Customer and the Process. _ 4. Based on the facts in the case and this assignment document, add any other relevant external entities and data flows. 5. Add a title.