Visio Series (Title Block) – Technical Service Description
Visio – Building a template (5 of 8)
If you read my earlier post of Visio Borders then you already know that Visio is my only skill. This isn’t a Visio tutorial though. It is a recommendation on how to create a visio template to save you time and give your diagrams a more professional look. Once you have the basics you can change this to fit your specific individual or organizational needs.
This post is about creating a Technical Service Description.
What is a Technical Service Description?
A technical service description (TSD) is the part of the document that outlines the customers requirements as well as the scope, features, functions, and services in the diagrams. In addition you can use this to identify vendors products, acronyms and implemented vs available features of a product. You can also say what you didn’t include and why. This is a free form tool to allow you to tell the person with the document the what and why.
Why add a Technical Service Description?
When it comes to networks I don’t like ambiguity. I prefer well thought out networks that have been tested and documented. A Technical Service description is what customers will be reading long after you have moved on to a new project. Why was that function in the project? Was there a customer requirement for that? Adding these to the TSD will allow you to clarify important information about the diagrams.
What is in my Technical Service Description?
As we have seen in the last two posts the use of a background. For this I am creating a new background, ‘NO-Title-Block-BKGD’, and a background of None. The purpose is that I will post relevant customer information on the individual TSD tab and I want a cleaner look without the title-block. On this background make a single rectangle to include the area of the main content.
Next create a new tab, ‘Technical Service Description’, with the background we just created. Now the content of the TSD is up to you. This is free form text but I have included a few headers to get you started.
- Project Overview
- Customer Requirements
- Available Features / Functions
- Design (Implemented Features / Functions)
- Migration Strategy
- Success Criteria
These help me to think about what I need to consider so I don’t forget anything. If you have additional suggestions please put them in the comments.
Final Technical Service Description block example
The template is really coming along now. With a thorough technical service description you can get buy off from your customers that your design meets their requirements. In the future it call also be used as the reference for customers to determine if a feature was or was included in the design. Next up is stencils.
- Visio – Building a Template (1 of 8) Basic Border, Page Size, Scaling
- Visio – Building a Template (2 of 8) Title Block
- Visio – Building a Template (3 of 8) Revisions Block
- Visio – Building a Template (4 of 8) Bill of Materials
- Visio – Building a Template (5 of 8) Technical Service Description
- Visio – Building a Template (6 of 8) Stencils
- Visio – Building a Template (7 of 8) Templates
- Visio – Building a Template (8 of 8) Bringing it All Together