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A Few Myths and Realities of an Office 2007 & Windows 7 Migration

August 19th, 2010

Myth: Office 2007 support needs fade within just a couple weeks of deployment.
Reality: Providing support and training to information workers before, during and after deployment is crucial to early and sustained adoption. The new interface is designed to make people aware of features they never found in the old versions. Information workers will continue to discover these new features for months after deployment and they will need ongoing help using them. It is unreasonable to expect the help desk to have found and mastered the features that were so well hidden in previous versions of Office. Above average migration call volume can be expected to last as long as six months, as call volume is linear throughout the migration. The peaks in volume will crest most noticeably during the initial installations. During months 1-3, call volume for how to questions on Office 2007 can spike to a 50 percent increase, drop to an average of 30 percent during months 4-6 and then continue to decline. 

 Myth:  Migrating to Office 2007 is like every other software upgrade or switchover.
Reality: The application looks radically different and is a complete overhaul of the user interface. There are no menus and no toolbars. Many information workers won’t even be able to open files without training and assistance. In past upgrades, an information worker’s knowledge of how to get to the features in the previous version was 95 percent effective in the new version. For Office 2007, it is zero percent effective.    

 Myth: Information workers will benefit from Windows 7 without training and support
Reality: A learning curve is guaranteed when information workers, or even an internal help desk staff, are faced with tools, applications or operating systems that look differently. A lack of proper training and support will prolong the adoption period. Maximizing the productivity increase — and resultant ROI — from the new tools in Windows 7 requires training in the theory and support in the practice of using the new tool. Read more myths and realities of an Office 2007 and Windows 7 migration and eight service levels needed to prove migration ROI http://www.pchelps.com/html/o2007mythsrealitiesroi.asp

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Madness! Mayhem! Microsoft Upgrades!

July 22nd, 2010

Although most tech publications are reporting on Microsoft Office 2010, the reality is that a significant number of U.S. companies have yet to finish the Office 2007 upgrades they purchased before the recession hit.

Windows 7 is upon us. New operating system, new Office suite. Let the games begin.

According to a leading industry source, about 50 percent of enterprise-sized IT infrastructures are running mixed Microsoft Office end-user environments. That’s a whole lot of wasted investment.

Then there are companies who waited for that whole Vista debacle to blow over. They kept XP and Office 2003, with the aim of upgrading when Windows 7 was released.

Windows 7 is upon us. New operating system, new Office suite. Let the games begin.

We have compiled a list of the most common Office 2007 user questions and issues, and it was recently published by IT World. You can read it here. Take notes, and happy migrating.

PC Helps also recently published a white paper on the subject, titled “The Myths and Realities of an Office 2007 and Windows 7 Migration.” Download it for free http://www.pchelps.com/html/o2007mythsrealitiesroi.asp

MORE INFO IN: Desktop Application Support | Contact PC Helps

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Proving ROI Redux: Avoid a Chaotic Migration with a Solid Plan

March 18th, 2010

I wrote a post last week titled “Six Reasons to Finish Your Office 2007 Upgrade” and received a comment that deserves repeating.

Depending on their game plan, IT leaders can come out champions, creating their own Cinderella stories by proving ROI.

The reader said she upgraded to 2007 but asked to switch back to 2003 because her company didn’t provide any training.

She began her comment with a question: “So, how do you propose to deal with user frustration?”

Here’s how I replied:

“I know how immensely frustrating Office 2007 can be without training and support. If it was installed on your work PC, and your company provided no training or assistance, then I suspect your CIO is either clueless or just cheap. Upgrading employees without any sort of assistance is shortsighted.

“For home PC users, that’s another story. The redesign is jarring, to say the least. As one commenter put it: It’s as if Office was an automobile, and the manufacturer put the steering wheel in the trunk and the gas and brake pedals on the ceiling.

“Here’s the thing: Microsoft’s intent was to make the user interface more intuitive. Whether they accomplished that goal is up for debate. However, a look at the Office 2010 beta version reveals that the Ribbon is here to stay, so sticking with 2003 will only lengthen the learning curve.”

In a recent ad campaign, my company framed it in basketball terms: Read more…

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Efficiency Redux

February 23rd, 2010

Matt LeBlanc (not the actor) lines up his toiletries in the order in which he uses them. I’d say he takes “doing more with less” a little to the extreme, but that’s his job as an efficiency expert.

The whole point of upgrading to Office 2007 is to utilize new or improved features.

LeBlanc was the subject of a piece last week on NPR’s Planet Money program, and his profession is a particularly timely subject in the current economic climate where “more with less” is the mantra and efficiency and productivity are the only goals. (Listen to reporter David Kestenbaum’s interview with LeBlanc.)

LeBlanc works for a global shipping company, and his role is to find ways to streamline processes. He is sent to different locations and told, for example, to save the company $500,000.

As he explained in his interview with NPR’s David Kestenbaum: When he tells people that he can save thousands of labor hours just by moving a printer, they don’t believe him.

This company, PC Helps Support, is also in the efficiency business. (We’re a desktop application and mobile device support provider.) But instead of demonstrating how moving a printer can save money, we show how eliminating shadow support and increasing productivity can influence their bottom line. Read more…

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Learning Japanese, or Stopping Mistakes Before they are Made

February 17th, 2010

Poka-yoke – I never had heard the word before, but I was delighted to discover it two weeks ago in a Harvard Business Review article written by Michael Schrage.

Poka-yoke is Japanese for “mistake-proofing.” Think of the “In Case of Fire Break Glass” boxes found in office buildings. Because they include a wee stick with which to break said glass, they would qualify as poka-yoke.

Best of all, your employees will experience minimal downtime and very little lost productivity.

In business, Schrage explains, poka-yoke is the “simplest, cheapest, and surest way to eliminate foreseeable process errors.” He urges managers to perform a poka-yoke audit of their own department.

“What are the persistently simple — and simply persistent — dumb mistakes we make that our technologies can help us catch and destroy?” he asks.

Here’s where I believe IT managers should start: the help desk.

Say your company is planning an Office 2007 migration, and you, as CIO, have decided that because of the current economic climate, assistance isn’t needed. After all, your reliance on internal help desk staff during previous Office upgrades didn’t turn out disastrously. Read more…

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Office 2007 Migration: Finish What You Started, Pt. 4

February 12th, 2010

Perhaps this scenario describes your desktop software situation: Half of your end users use Office 2007, and the rest are still running Office 2003. All you’ve heard from the former are “Where’s the file menu?” and “How do I save a document?” From the latter, you’ve likely listened to endless grumbling about their frustration with Office 2003-incompatible files created by colleagues.

Final post in a four-part Office 2007 migration series.

It needs to be said: Finish what you started.

In June 2009, PC Helps partnered with CIO.com to communicate the myths and realities of an Office 2007 migration and eight service levels needed to prove migration ROI. Since the recent release of Windows 7, We have updated the Office 2007 myths and realities white paper to include actual call statistics and adoption considerations for Windows 7 as well.

IT leaders cannot afford to approach an Office 2007 or Windows 7 migration blindly. The user interface is radically different and guarantees that your employees will flounder just trying to perform basic tasks. Separate the facts from the myths, and learn how to get the most return on your investment. Download the free, updated white paper now.

Read the series: Finish What You Started.

MORE INFO IN: Office 2007 Migration Case Study | Office 2007 Migration Assurance Program | Migration Readiness Checklist | Migration Competitive Analysis | Contact PC Helps

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Office 2007: Finish What You Started, Pt. 3

February 9th, 2010

Perhaps this scenario describes your desktop software situation: Half of your end users use Office 2007, and the rest are still running Office 2003. All you’ve heard from the former are “Where’s the file menu?” and “How do I save a document?” From the latter, you’ve likely listened to endless grumbling about their frustration with Office 2003-incompatible files created by colleagues.

Third in a four-part Office 2007 migration series.

It needs to be said: Finish what you started.

In part one of this series, I highlighted the reasons an estimated 50 percent of enterprise-sized IT departments are running mixed Microsoft Office end-user environments. Part two offered information on how to complete the migration with minimal downtime. This post lays out a project timeline and readiness checklist.

You want successful transition to Office 2007 and early ROI. In order to meet those goals, you need to keep your employees informed and trained before, during and after deployment. With a plan in place, you will minimize or eliminate dips in productivity and give your workers confidence to use the tools they rely on every day. This is what you should expect from a migration partner: Read more…

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Office 2007: Finish What You Started, Pt. 2

February 4th, 2010

Perhaps this scenario describes your desktop software situation: Half of your end users use Office 2007, and the rest are still running Office 2003. All you’ve heard from the former are “Where’s the file menu?” and “How do I save a document?” From the latter, you’ve likely listened to endless grumbling about their frustration with Office 2003-incompatible files created by colleagues.

Second in a four-part Office 2007 migration series.

It needs to be said: Finish what you started.

In part one of this series, I highlighted the reasons an estimated 50 percent of enterprise-sized IT infrastructures are running mixed Microsoft Office end-user environments. This post offers information on how to complete the migration while minimizing downtime and frustration.

Most IT leaders realize that an Office 2007 deployment requires coordination, planning and oversight. As a result, many bring in a third party for migration assistance.

The support options and partnerships are abundant, including training companies, consulting firms, domestic and offshore outsourcers, and certified Microsoft Office 2007 migration launch partners. Read more…

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Office 2007: Finish What You Started, Pt. 1

February 3rd, 2010

Perhaps this scenario describes your desktop software situation: Half of your end users use Office 2007, and the rest are still running Office 2003. All you’ve heard from the former are “Where’s the file menu?” and “How do I save a document?” From the latter, you’ve likely listened to endless grumbling about their frustration with Office 2003-incompatible files created by colleagues.

Part one of a four-post Office 2007 migration series.

It needs to be said: Finish what you started.

According to a leading industry source, more than 50 percent of enterprise-sized IT infrastructures are running mixed Microsoft Office end-user environments. The reasons are many.

The Recession: During the past two years, IT budgets were cut and some employees were let go, leaving Office 2007 deployments incomplete.

Misjudgment: IT leaders were unaware of the amount of work that went into a migration. A dearth of internal resources to handle increasing call volume and demand for training halted phased rollouts.

Choice: IT leaders who weren’t mandated to deploy Office 2007 to the entire company chose to migrate in more of a “drip” fashion. Only those who requested the upgrade received it.

It’s not just user frustration you have to worry about either. Managing a staff that is running two versions causes pain for the company in other ways: compatibility issues, limited return on your Office 2007 investment and a semi-knowledgeable internal help desk.

Below is a sampling of the most common Office 2007 issues for end users. Read more…

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Scared of Migrating to Windows 7 & Office '07?

October 29th, 2009

Migrations are scary things. So much can go wrong. And if it does, it can mean markedly decreased productivity or frighteningly low employee morale — both of which can also impact a company financially.

Windows 7 & Office 2007 migration

Knowing what to expect and whether to bring in the help of a migration partner can help you eliminate the fear. Our Migration Assurance Plan can help. And we put a whole lot of experience in this package. Our company has migrated thousands of customers to Office 2007. We know the value of quantitative and qualitative solution-based call reports, and the importance of ongoing call analysis and updates to identify training needs.

Here’s what it contains:

See for yourself. Go ahead, don’t be scared. To download your own free kit, follow this link: Windows 7 & Office 2007 Readiness Kit.

MORE INFO IN: Desktop Application Support | Contact PC Helps

Office 2007 Migration Assurance Program, Windows 7

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