When half your knowledge workers are using one version and the rest another, that’s a whole lot of lost functionality — and wasted time.

The recession and Office 2007’s immense learning curve are partly to blame, but, ultimately, it’s you, the IT leader, who must take responsibility for diminished return on investment. There’s still time to finish your migration; here are six reasons why you should:

1. ROI: You purchased X number of licenses and only have migrated half. You do the math: You purchased the upgrade for a reason — to take advantage of new and easier to find productivity features.

2. The dreaded Office 2007 learning curve: As evident in the hundreds of expletive-laced Tweets about Office 2007, the new user interface is a downright shock to many knowledge workers. Where’s the file menu? How do you save a document? What is this Ribbon? If you finish your migration, you will not have to face these questions again when you decide to upgrade to the next version (which also has a Ribbon interface).

3. New features: As stated in Reason No. 1, you purchased the upgrade for a reason — to increase worker productivity from the new and improved features (for example, Excel 2007 includes new formulas such as IFERROR, and more columns and rows).

4. The Ribbon is here to stay: Despite the existence of third-party add-ins that make 2007 look and act like 2003, installing them is counterproductive. The beta version of Office 2010 includes the Ribbon interface, and I suspect future versions will too. Embrace it.

5. Document compatibility: When you save 2007 documents in earlier formats, they lose some functionality. When half your knowledge workers are using one version and the rest another, that’s a whole lot of lost functionality — and wasted time.

6. User frustration: See Reasons 2-5.

Time to finish what you started.♦

MORE INFO IN: Desktop Application Support | Contact PC Helps

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:
Before

• Educate employees about what’s to come via e-mail, newsletters or the company intranet
• Create an employee education campaign, with live, expert training and support
• Offer instructor-led, Web-based training
• Provide access to a self-service learning portal with hundreds of Office 2007 audio and video tutorials
• Train internal IT staff on basic, intermediate and advanced Office 2007 frequently asked questions
• Alter voice response unit (VRU) message to address specific migration calls

During

• Continue employee education campaign, with live, expert training and support
• Offer instructor-led, Internet-based training
• Provide access to a self-service learning portal with hundreds of Office 2007 audio and video tutorials
• Provide immediate, expert support on Office 2007 applications, 24 hours a day, seven days a week
• Deliver “type 2″ and related topic training to all employees during and following support calls
• Offer live, Web-based training sessions covering specific applications: Excel, Word, PowerPoint, Outlook; beginner, intermediate, and advanced. Select group, individual or customized sessions

After

• Continue employee education campaign, with live, expert training and support
• Continue to offer instructor-led, Internet-based training
• Provide access to a self-service learning portal with hundreds of Office 2007 audio and video tutorials
• Solution-based call details, productivity measures
• Call analysis identifying targeted training needs
• Quality assurance program measuring user satisfaction, call complexity reporting and downtime analysis
• Monthly e-mail newsletter featuring Office 2007 tips, tricks and shortcuts

If you were surprised by the amount of work that goes into a migration, remember that you are part of the way there. It’s not a simple upgrade, but it can be done with minimal pain.

Stay tuned for part four, our free, downloadable Migration Assurance Program Kit.

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

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.

Whichever partner they choose, IT leaders need to keep in mind that, to prove ROI, they need to place a priority on early adoption levels, limiting downtime, maintaining productivity and cost expectations. What’s more, providing on-demand, expert support and training to information workers before, during and after deployment is critical for a successful migration.

Below are four Microsoft Office 2007 myths and realities to keep in mind:

Myth No. 1: Migration support needs disappear completely after a few weeks.

No, no, no. Microsoft designed the new interface to make it easier for users to find features that were available in older versions, but were buried in an elaborate menu structure. It’s working, too. Months into a rollout, your employees will be finding tools they never knew existed — and they will need help learning how to use them. To expect IT generalists to know how to use long-hidden features is downright unreasonable.

Myth No. 2: Migrating to Office 2007 is like every other migration.

Two words: no menus. Two more: no toolbars.

Many users will not even be able to open files without help. Office 2007 is a complete overhaul of the user interface. In previous upgrades, knowledge of how to get to features in the previous version got users where they wanted to go 95 percent of the time. With 2007, it’s zero percent.

Myth No. 3: Handling a migration without outside help will give my staff a chance to shine.

Don’t turn your IT staff into scapegoats. The scale of end-user need when Office 2007 hits a desktop guarantees your IT department will be overwhelmed.

Myth No. 4: I have smart employees. They’ll have no problem figuring out how to use Office 2007 on their own.

An employee does not call the general help desk when he can get the answer from a colleague who sits near him. If none of his colleagues know how to use Office 2007, and he calls a generalist at the help desk, how much expertise will he find there? ♦

Stay tuned for Part 3: The Readiness Checklist. Click here to read Part 1.

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

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.

All Apps:

1. Completing basic tasks such as opening and closing files, applying formats, printing and setting application options.

2. Inability to customize the ribbon and Office bar.

Excel:

1. Sorting and filtering data in a completely changed interface.

2. Applying conditional formats in a completely changed interface with many more choices.

Outlook:

1. Confusion due to partial implementation of the new interface and changes in the parts that resemble the 2003 interface.

2. The difference between opening and previewing attachments.

Word:

1. Formatting changes in documents both on conversion and in compatibility mode.

2. A thoroughly revamped mail merge feature.

PowerPoint:

1. Custom animations created in earlier versions not working properly.

2. Changes to the way templates, masters and slide layouts work.

The pain doesn’t need to be great, however. With a plan in place, you can cost-effectively finish your Office 2007 migration while minimizing the end user and help desk learning curves.♦

Stay tuned for part two, which will give you the information you need to get it done.

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