Swimlane Diagram Examples

Swimlane Diagram Examples

Most swimlane diagram examples are pictures. These examples are datasets: copy, import, render, then customize.

The patterns below include branching, rework loops, approvals, and system handoffs because that is where real processes break.

Related hubs: Swimlane diagrams | Visio Data Visualizer

Templates

Strict TSV headers and starters.

Get templates

Cross functional dataset examples

More copy/paste patterns for swimlane flows.

Open

Cross functional flowchart

Definition and workflow.

Open

Keep it updated

Refresh diagrams from data instead of redrawing.

Open

How to use these swimlane examples

  1. Start small. Use 10-20 steps to validate the first import.
  2. Keep lane labels controlled. Function values should not be free text.
  3. Customize by editing rows. Change ownership, branching, and loops in the dataset.
  4. Refresh the diagram view. Avoid manual shape edits except rare presentation tweaks.

If imports fail, use import troubleshooting and dataset format reference.

2 format rules that prevent most failures

Rule 1: no blank rows in tab-separated values (TSV).
Rule 2: branching is stored as comma-separated Next Step IDs in 1 cell (no spaces).

Example 1: intake + rework loop

This example includes a decision and an honest loop back to the requester.

Process Step ID        Process Step Description        Next Step ID        Connector Label        Shape Type        Phase        Function
010        Start        020                Start        Intake        Requester
020        Submit request        030                Process        Intake        Requester
030        Validate request        040                Process        Review        Coordinator
040        Request complete?        050,060                Decision        Review        Coordinator
050        Return for rework        020                Process        Review        Requester
060        Route for approval        070                Process        Approve        Coordinator
070        Approve request        080                Process        Approve        Approver
080        End                        End        Complete        Coordinator

Example 2: approval + escalation branch

This example models the exception path explicitly (escalation).

Process Step ID        Process Step Description        Next Step ID        Connector Label        Shape Type        Phase        Function
100        Start        110                Start        Intake        Requester
110        Create request        120                Process        Intake        Requester
120        Manager review        130                Process        Review        Manager
130        Meets policy threshold?        140,150                Decision        Review        Manager
140        Finance approval        160                Process        Approve        Finance
150        Escalate for exception        155                Process        Approve        Director
155        Director decision        160                Process        Approve        Director
160        Route to fulfillment        170                Process        Fulfill        Coordinator
170        End                        End        Complete        Coordinator

Example 3: systems handoff map

This version uses lanes as systems to expose manual copying and swivel-chair work.

Process Step ID        Process Step Description        Next Step ID        Connector Label        Shape Type        Phase        Function
200        Start        210                Start        Intake        Email
210        Request received        220                Process        Intake        Email
220        Log request in CRM        230                Process        Intake        Customer relationship management system (CRM)
230        Export details to spreadsheet        240                Process        Work        Spreadsheet
240        Create order in ERP        250                Process        Work        Enterprise resource planning system (ERP)
250        Send confirmation        260                Process        Close        Email
260        End                        End        Close        Email

If the same work bounces between systems repeatedly, the diagram makes the automation candidates visible.

Example 4: tiered triage workflow

This example shows tiered escalation and exception routing.

Process Step ID        Process Step Description        Next Step ID        Connector Label        Shape Type        Phase        Function
300        Start        310                Start        Intake        Requester
310        Submit ticket        320                Process        Intake        Requester
320        Triage and categorize        330                Process        Triage        Service desk
330        Standard issue?        340,350                Decision        Triage        Service desk
340        Resolve standard issue        360                Process        Resolve        Service desk
350        Route to Tier 2        355                Process        Resolve        Tier 2
355        Resolve exception        360                Process        Resolve        Tier 2
360        Close ticket        370                Process        Close        Service desk
370        End                        End        Close        Service desk

Most common example mistake: deleting rework and exceptions to keep the picture clean. If rework exists, the loop belongs in the model.


FAQ

Why use dataset examples instead of screenshots?

Because dataset examples can be imported, refreshed, and reused. Screenshots cannot be validated or updated.

How do these examples relate to Visio Data Visualizer?

Visio Data Visualizer renders a swimlane diagram from a strict dataset. These examples are designed to be “import-first” so the first render succeeds quickly.

What should be changed first when customizing an example?

Start with Function values (lane owners) and then update step descriptions and branching. Keep step IDs stable.

Can lanes represent systems instead of teams?

Yes. System lanes (email, customer relationship management system (CRM), enterprise resource planning system (ERP), ticketing, spreadsheet) are useful for finding manual handoffs and automation candidates.

Where is the strict template?

Use the swimlane diagram template to start with strict headers and the cross functional template for more patterns.

Fast path: validate output with Lite, then scale the workflow with Standard.

Microsoft Visio is a trademark of Microsoft. No affiliation or endorsement is implied.

Scroll to Top