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Office 2007 Deployment Considerations & Strategies

Monday, August 25, 2008 Microsoft Sessions ILTA Conference (Dallas, TX). Office 2007 Deployment Considerations & Strategies. Sherry Kappel Sr. VP, Chief Innovation Officer sherryk@microsystems.com. Overview. Deployment & Adoption Signals & Drivers Plans within Legal Lessons Learned

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Office 2007 Deployment Considerations & Strategies

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  1. Monday, August 25, 2008 Microsoft SessionsILTA Conference (Dallas, TX) Office 2007 Deployment Considerations & Strategies Sherry Kappel Sr. VP, Chief Innovation Officersherryk@microsystems.com

  2. Overview • Deployment & Adoption • Signals & Drivers • Plans within Legal • Lessons Learned • Strategies & Outcomes • Meet the Early Adopters

  3. The 2007 Office System

  4. AdoptionSignals • Releases, Service Packs & Hotfixes • Compatibility Pack V3 Released (11/19/07) • 2007 Office System SP1 Released (12/11/07) • Gradual automatic updates began 06/16/08Office Sustained Engineering Announcement • Vista SP1 Released (4/15/08) • Hotfixes issued regularly (6/27/08) • Other Indicators • Binary file formats published (2/15/08) • OOXML SDK Released (4/17/08) • ISO Adopts OOXML (4/1/08) • Jerry & Bill to Tout Vista (9/4/08) • Gartner: 50% Businesses by 2010

  5. Legal’s Deployment Plans

  6. AdoptionDrivers • Aging • Software • Hardware • Infrastructure • Extend Other Innovations • SharePoint • Internal Web Services • Wrapper Factors • “Must be done by…” • (Physical) Office moves

  7. [Summary Profiles Here]

  8. Document Exchange & Collaboration Activities Download Compatibility Pack Verify Pre-Requisites Verify 3rd-party Support Deploy Compatibility Pack Identify Document Exchange Create 2007 Playground Investigate New Features Try-on 3rd-party Solutions Find the Gaps Visit with Vendors Identify Lead Users Inventory Current Desktop Jumpstart User Training Solicit User Requirements Network With Peer Firms Work in “Compatibility Mode” Identify Strategies, Goals

  9. Planning Activities Inventory current state Build, deploy “Playground” Download MSFT learning Audit all templates, forms automation? menus/customizations? AutoText? Styles? Interview vendors Define RFI process, RFI Gather user requirements Formal process? Resources for process? Organizational changes? Identify lead users Isolate drivers, justifications Alignment to other projects? Sequencing to other projects? Enlist HR, Marketing, Practices Institute educational initiatives Skills Assessment? Refresh training? Automation review?

  10. Pilot Activities Identify Diverse Group Create a Covenant What users should expect Communicate goals Provide jumpstart info, time Identify deployment approach

  11. Roll-out Activities Enlist HR (‘nay-sayer’ support) Well-planned design will evolve Minimize distractions UI-enabler on the team Do not dismantle Focus groups Expectation setting at all levels: Firm Leadership Practice Heads Support Areas Monitor capture systems Professionally-trained staffing Strong empathy Problem-solvers Flexible training schedule -Well-timed familiarization - “There will be a Phase 2” Guard gates & intersections 3rd-party integration points Physical-office migration stages Client collaborations Know you can interop… Can Marketing help? Tee-up for Phase II Enroll your Vendors -They are team members Know their requirements… Drive them

  12. #6: 192 in the “New House” • 6 offices, US • Current: Office 2003 & 192 in Office 2007 • Resuming: Once all 3rd-party fixes thoroughly tested • Project Goals/Drivers: • Hardware Refresh • “Justification: Hardware in environment is nearing 5 years old for desktops and 3 years old for laptops and is starting to show its age with “out of warranty” repair issues and, for some users, slowness.” • Vista + O2007 • New Laptops, New Desktops • Deliver a well-managed transition for users

  13. Post Roll-out Activities Approach as a team member Realistic expectations Expect positive changes

  14. #7: Canadian Early Adopter • 1 office, Canada • Were: WordPerfect 8 • Moved: Office 2007 in April 2008 • Project Goals/Drivers: • Create a cohesive application environment • Leverage XML for document automation, storage • Improve workflows, user experience

  15. #8: US Early Adopter • 6 offices, US • Were/Are: Office 2000 & Office 2007 • Roll-out in hiatus: Office 2007 complete 2009 • Project Goals/Drivers: • Originally: Matter-centricity, new hardware • Timing such that Office 2007 folded in • Strategy to maintain relationship culture • Internal team, dual-op as Help Desk, Trainers • Upgraded 3rd-party applications

  16. The 2007 Office System

  17. Example: Office Labs • The Search Commands Ribbons • Word, PowerPoint, Excel • Free download from http://www.officelabs.com Example Searches for Themes in Word, PowerPoint and Excel

  18. Example: Ribbon Designs Ribbon Gallery

  19. Managing Complex Change

  20. Next steps • See me at Microsystems booth #117 to share your Office 2007 migration best practices.

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