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Windows7 and office 2010 how to get the most out of it

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Presentation outlining the Windows 7 and Office 2010 functionality ecosystem, the migration challenges facing organizations and the focus areas in migration project management.

Presentation outlining the Windows 7 and Office 2010 functionality ecosystem, the migration challenges facing organizations and the focus areas in migration project management.

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  • Object Model ChangesNew Object Models may cause compatibility issues which manifest themselves as Compilation or Run-Time errors DAO to ADO Active X D O. DAO - Data Access Objects original v1 in 1992, version 3.5 in office 97 did not require JET engine, latest/last version 3.6 in office XP, 2003, 2007 Data Access Object (DAO) is an object that provides an abstract interface to some type of database or persistence mechanism, providing some specific operations without exposing details of the database. This isolation separates the concerns of what data accesses the application needs, in terms of domain-specific objects and data types (the public interface of the DAO), and how these needs can be satisfied with a specific DBMS, database schema, etc. (the implementation of the DAO).Hidden commands“Hidden Commands” over 300 may still compile but cause runtime errors or no longer execute the same way, or at all. Newly dysfunctional commands may exist circumstantially. These commands may include “ChartObjects.Delete” or “Dialog.Show” and may not run so use of these commands, among others, must be identified and assessed for compatibility implications.Discontinued Support for VBA Syntax deprecated CommandsCertain command series such as “Diagram” are no longer supported by MS Word or their associated Office applications, and if used will result in compilation errors.Deprecated commands are no longer supported. Although they still compile and execute, use of such commands does not represent Microsoft “best practice” and they should be identified and re-evaluated.Unsupported Project ReferencesUse of certain project references, such as Utility.mda (add in) in MS Access will cause compilation errors and they need to be removed and possibly replaced.Changed Application Functionality File links will break as a result of the file name extension change from 3, to 4 or 5 character extensions in Office 2007 so finding the links and replacing them with the new file name extensions is be important to re-establish file link functionality.New “Invalid Range Names” have been introduced as a result of the greater number of rows and columns allowed by Excel 2007. 1,048,576 rows by 16,384 columns, in 2003 – 256 Cols x 65,536 rows. A range name of “QTR1” for example is now an invalid range name. Potential formatting problems introduced as a result of the Excel default font change from Arial 10 to Calibri 11, meaning column widths may need to be adjusted in templates or other Excel documents. Changed File & Object Security MethodsMS Access Workgroup Security is not supported in Access 2007 so security for Access files will need to be evaluated and re-established using network and folder based security methods. For Access 2007, the Microsoft development team wanted to make Access easier to use. They decided that the internal security system used in Access since the early 1990s made the software unnecessarily complex. Therefore, they deprecated the internal security system in both the ACCDB file format and the new version of the Access Database Engine that accompanies it.
  • Transcript

    • 1. Zoetermeer, September 9th, 2010
      Enabling the new way of work:Windows 7 and office 2010
      Deploying the new features in the Windows/office ecosystem
      kees de vos / portfolio manager workspace optimization
      public
    • 2. new versions of windows and office incorporate the new ways of work
      Connect everywhere
      • Direct Access
      Collaborate easily
      • BranchCache, PowerPoint Broadcast
      Connect with others
      • Outlook Social Connectors, SharePoint
      Create better insights
      • Sparklines, Slicers, PowerPivot,
      Be more productive
      • 64 bit, previous versions, jump lists, show alignment
      Deploy easily
      • WIM, App-V, Driver injection
      public
      / Windows7 & Office deployment
    • 3. There are some migration issues preventing us from deploying quickly
      Migrating from Windows XP to Windows 7
      • Due to the new architecture introduced with Windows Vista your application packages might not be compatible as is with Windows 7
      Migrating to Office 2010 (or 2007)
      • The new versions of Office use a new document format, and older documents may no longer function correctly, especially when manually converted.
      • 4. The new Office User Interface with its ribbons is very powerful yet may require quite some getting used to. End user training might dictate the migration speed.
      public
      / Windows7 & Office deployment
    • 5. Getronics deployed them as part of the tap and has come up with solution paths
      There are solutions available to help you overcome the migration hurdles stated.
      Key in this approach is to get an insight in the scope of the issues early.
      This presentation will show the project phases of the roll-out and the activities and product delivered.
      This presentation will show how Getronics Consulting dealt with them. And incorporated it into its solutions.
      public
      / Windows7 & Office deployment
    • 6. New Ways of Work scenarios
      Windows 7 ecosystem and features
      TCO savings of windows 7
      Office 2010 ecosystem and features
      Migration challenges
      Application compatibility
      Document conversion
      Process and approach
      Wrap up
      public
      / Windows7 & Office deployment
    • 7. The New way of work is seen as a chance to reach organizational goals
      public
      / Windows7 & Office deployment
      MOBILITY
      WORK/LIFE BALANCE
      SUSTAINABILITY
      THE NEW GENERATION
      COST SAVING
      PROCESS OPTIMALIZATION
    • 8. The NEW WAY OF WORK REQUIREs AN Integral APPROACH
      public
      / Windows7 & Office deployment
      STEER ON OUTPUT
      LOCATION INDEPENDENT WORKSPACE
      THE OFFICE AS A
      MEETING POINT
      WORK – LIFE BALANCE
      ORGANIZATION
      HOUSING
      CLIENTS
      & STAFF
      SMART USE OF M2
      TRANSPARANCY
      TECHNOLOGY
      ANY TIME,
      ANY PLACE,
      ALWAYS ONLINE
      CONNECT &
      COLLABORATE
      ANY DEVICE
    • 9. OFFICE 2010 AND SHAREPOINT 2010 ENABLE the NEW WAY OF WORK TECHNOLOGICALLY
      public
      / Windows7 & Office deployment
      STEER ON OUTPUT
      LOCATION INDEPENDENT WORKSPACE
      THE OFFICE AS A
      MEETING POINT
      WORK – LIFE BALANCE
      ORGANIZATION
      HOUSING
      CLIENTS
      & STAFF
      SMART USE OF M2
      TRANSPARANCY
      TECHNOLOGY
      ANY TIME,
      ANY PLACE,
      ALWAYS ONLINE
      CONNECT &
      COLLABORATE
      ANY DEVICE
    • 10. Windows 7 Overview
      General improvements in Windows 7, most of the times as compared to Windows XP;
      End-User productivity improvements in Windows 7;
      Security improvements in Windows 7;
      MDOP (Microsoft Desktop Optimization Pack Features)
      MDOP is part of Software Assurance;
      The case for APP-V.
      public
      / Windows7 & Office deployment
    • 11. The windows 7 functionality ecosystem: what you need to get the most out of it
      / Windows7 & Office deployment
      public
      Windows
      Server 2008R2
      Group Policies
      Direct Access
      Branch Cache
      Improved Power Management
      Windows 7
      MDOP
      [part of SA]
      App-V
      Jump Lists
      Application Distribution
      Enterprise Search
      SCCM
      Sharepoint 2007/2010
    • 12. Windows 7 – End User Productivity
      / Windows7 & Office deployment
      public
      Taskbar jump lists
      Right-click on applications in the task bar to start common tasks associated with the application.
      Enterprise Search
      Easily search your computer, e-mail, remote document locations, SharePoint sites and web applications directly from within the Windows 7 Search interface.
      Desktop shortcuts
      Even more desktop shortcuts are available to speed up common tasks.
    • 13. Windows 7 – end user productivity 2
      / Windows7 & Office deployment
      public
      BranchCache
      Faster access to files and other content when connected to a low/medium bandwidth connection. Client PC’s act like a peer-2-peer network.
      [requires Windows 2008R2 server]
      Direct Access
      Enhances the productivity of mobile workers by connecting seamlessly and more securely to their corporate network when they have Internet access—without the need to VPN.
      [requires Windows 2008R2 server]
      [requires Windows 7 Enterprise]
      Action Center
      Windows 7 Action Center is a one stop place where you can find system maintenance information, security information and also troubleshoot computer problems if any. It also encompasses a taskbar notifier.
    • 14. Windows 7 – End User Productivity 3
      / Windows7 & Office deployment
      public
      Faster standby recovery
      Recovery from stand-by, sleep and hibernate modes has been significantly improved. This will help you choose more energy efficient power settings if you wish to be more green.
      Location Aware Printing
      Windows 7 allows you to set a default printer for a particular network. Once you log on to a network Windows automatically adjusts your default printer, so for example for your home network and your work network.
      better Power Management
      Windows 7 is much more energy efficient, allowing for more productive minutes while not plugged in.
      The power management is also much better and easier to manage centrally.
    • 15. Windows 7 - security
      / Windows7 & Office deployment
      public
      Improved UAC
      The improved User Account Control is much less intrusive then in Windows Vista, hereby minimizing the tendency to switch it off all together.
      So this could also be listed as a productivity enhancement .
      Bitlocker & Bitlocker2Go
      Bitlocker, which was introduced with Windows Vista for hard disk encryption, has been extended to be used on removable storage devices like USB sticks, called Bitlocker to Go. Also Bitlocker is easier too use.
      AppLocker
      AppLocker is new in Windows 7 and is aimed to prevent the use of unauthorized software. AppLocker is much more flexible in this then previous Microsoft solutions. It needs to be configured in Group Policies.
    • 16. Windows 7 and MDOP
      / Windows7 & Office deployment
      public
      APP-V 4.6
      Microsoft Application Virtualization, transforms applications into centrally managed virtual services that are never installed and don’t conflict with other applications. Allowing for considerable cost savings.
      MED-V
      MED-V delivers applications in a virtual PC that runs a previous version of the operating system (for example: Windows XP). And it does so in a way that is completely seamless and transparent to the user.
      DaRT
      The 14 tools in the toolset provide many options for recovery, even when Windows Safe Mode or normal boot will not function. The easy-to-use, offline boot environment helps IT teams quickly restart computers.
    • 17. The windows 7 functionality ecosystem: what you need to get the most out of it
      / Windows7 & Office deployment
      public
      Windows
      Server 2008R2
      Group Policies
      Direct Access
      Branch Cache
      Improved Power Management
      Windows 7
      MDOP
      [part of SA]
      App-V
      Jump Lists
      Application Distribution
      Enterprise Search
      SCCM
      Sharepoint 2007/2010
    • 18. App-v: what is it and why should you want to use it?
      / Windows7 & Office deployment
      public
      App-V: What is it?
      • Application virtualization technology from Microsoft;
      • 19. Makes applications run isolated and prevent them from interfering with each other;
      • 20. The application is streamed to the desktop at first use;
      • 21. Application is cached locally for further use;
      • 22. When updates for the application become available, only the changes are send over the network;
      • 23. Part of MDOP, which is part of Software Assurance.
      App-V: Why use it?
      • Advantage of central management without the need of an additional terminal server farm;
      • 24. Without the application interference testing is much easier during the application’s lifecycle;
      • 25. Very efficient network usage;
      • 26. Applications that depend on each other can be ‘bubbled’ together;
      • 27. Less average lead time for delivering applications.
      App-V: what can be gained?
      • Application of App-V within Getronics has yielded a yearly € 18 saving on TCO per workspace;
      • 28. € 2 of direct FTE savings
      • 29. € 16 of indirect FTE savings through less service desk calls and less incident and problem management efforts;
      • 30. When compared to an average of € 55 in application testing costs the ROI is fairly quick;
      • 31. Average delivery time for applications within Getronics has dropped from 10 days to less than 7 days.
    • Summary:great performance at lower costs
      / Windows7 & Office deployment
      public
      We already save €77 on our TCO per workspace per year
      More benefits envisioned in application lifecycle management with APP-V
      Contingency and compliance costs not taken into account
      One-off costs of application compatibility remediation for APP-V high, but worth it, especially using RDX7.
    • 32. Deployment and Migration: less images, faster migration
      / Windows7 & Office deployment
      public
      Compared to our Windows Vista implementation
      % of total represents our refresh rate (every 4 years)
      Savings coming from:
      Smaller image of Windows 7 (compared to Vista)
      Less images necessary (1 compared to 7 per chipset)
      Dynamic Driver provisioning (no longer in image)
      Less testing necessary based on fewer images
      “Hard Link” User State Migration (no more network copying of user data)
      Better Bitlocker features (as compared to Vista)
      NOTE: based on usage of SCCM
    • 33. Application virtualization:More containment, less testing
      / Windows7 & Office deployment
      public
      APP-V combined with use of SSCM
      Savings coming from:
      Better license metering and management, only pay for what you actually use
      Application containment means less testing
      Application containment means better failure resolution
      Less pollution on workspaces
    • 34. Service desk:direct access and APP-V cut costs
      / Windows7 & Office deployment
      public
      Direct Access and APP-V primary enablers for lowering Service Desk costs
      Savings coming from:
      Less service desk calls regarding VPN(1 call per month, per “road warrior”, 4 minutes per call, € 50 p/hr SD charge)
      Direct manageability of all clients outside the Getronics network (+ built-in NAP)
      Savings coming from application virtualization (less application reinstalls)
      Improved Windows 7 self-healing capabilities
      AppLocker enables pro-active blacklisting
      Largest component of TCO, small percentage gains deliver big savings!
    • 35. Security:Raising the bar while lowering costs
      / Windows7 & Office deployment
      public
      Windows 7 and improved Bitlocker enabled us to raise the standard security level of our workspaces
      Savings coming from:
      License savings from previously used encryption software
      Better implementation of User Account Control compared to Vista. No longer a “need” to disable it.
      NOTE: Contingency and compliance costs have NOT been included in these figures
    • 36. Server hW & sW maintenance:BranchCache replaces branch server
      / Windows7 & Office deployment
      public
      BranchCache primary enabler
      % of total represents number of workspaces using a branch cache server impacted
      Savings coming from:
      Windows 7 takes over the role of local branch server on limited number of remote locations
      Reduction of local servers greatly reduces maintenance and IT management costs.
    • 37. Power savings:Windows 7 shines at lower costs
      / Windows7 & Office deployment
      public
      Windows 7 greener than any previous version
      Savings coming from:
      30% better battery life for laptops (70% of our workspaces)
      Better power savings manageability (impacts 75% of workspaces)
      Faster recovery from standby (sleep/hibernate), which is not a direct saving but an enabler for next bullet
      Power savings settings for suspend and sleep centrally managed via policy.
      NOTE: Gartner IDC figures used for power consumption estimates
    • 38. End User Productivity Improvements:personal performance, business results
      / Windows7 & Office deployment
      public
      Productivity improvement: 20 hours
      Benefits from better performance higher than benefits from better functionality.
      We did not financially quantify this number as it is very organization, location specific.
    • 39. Windows 7 Migration lessons learned
      End-user adoption is relatively smooth
      Main risk is with application compatibility due to the revised Windows architecture (from Vista onwards)
      We advise to:
      Have application issues tested thoroughly beforehand (RDX7 + functional testing)
      Have a proper pilot:
      Technological
      Project wise
      Organizational
      Take your time to evaluate the pilot and make the necessary adjustments to optimize end-user acceptance
      Specifically organize for end-user support through end-user representatives and customer project-lead
      public
      / Windows7 & Office deployment
    • 40. RDX7: infrastructure and application assessment and risk-free pilot
      public
      / Windows7 & Office deployment
    • 41. RDX7: Hardware doesn’t seem to be an issue
      public
      Insufficient hardware causes
      Suitability of client hardware
      Installed operating systems
      Top 5 computer models
      / Windows7 & Office deployment
    • 42. RDX7 : Application compatibility is a issue, and needs extensive remediation
      public
      Estimation of work to fix applications
      Application compatibility
      For automatic fixes:
      35,9 hours
      For manual fixes:
      3.203 hours
      Compatibility per department
      Amount of application issues
      Total estimated fixing effort:
      3238,9 hours
      / Windows7 & Office deployment
    • 43. results report the exact reason of an application incompatibility
      / Windows7 & Office deployment
      public
    • 44. The Office 2010 functionality ecosystem: what you need to get the most out of it
      / Windows7 & Office deployment
      public
      OCS 2007R2
      Sharepoint 2010
      Work together on documents
      PowerPoint Broadcasting
      SharePoint Workspace Sync
      Office 2010
      [incl. Communicator]
      In Document Presence
      PowerPivot on SharePoint
      Voicemail in your mailbox
      Paste Preview
      PowerPivot in Excel
      Multiple Exchange Mailboxes
      SQL 2008R2
      Exchange 2007/2010
    • 45. Sharepoint 2010 is strongly focused on supporting social networking
      / Windows7 & Office deployment
      public
      The innovations in SharePoint 2010 support the new ways of working
      “Social networking” increases the possibilities for personal development, knowledge sharing, and allegiance to colleagues and your organization.
      It facilitates your employees to easily:
      Communicate smarter;
      Share knowledge smarter;
      Learn smarter;
      Collaborate smarter.
    • 46. Bringing web 2.0 into your enterprise
      / Windows7 & Office deployment
      public
      Co-Authoring
      Work together on the same document in real-time, also using hierarchical taxonomy you assign portion of the document to different people.
      Personal Profiling
      Make a personal profile containing activities, interests, responsibilities, knowledge areas, pictures and automatically embed an organizational chart with it.
      Blogging/Twittering/WIKI
      Use the intuitive blogging, twittering and wiki functionality using tag-clouds, rich media embedding and incorporated presence information, and comment on others.
    • 47. Get to information more easily
      / Windows7 & Office deployment
      public
      Business Insights
      With Excel services have interactive dashboards including slicers, interactive pivot tables and heat maps (using conditional formatting).
      Great search experience
      Search within SharePoint now features metadata-driven refinements, visual thumbnails and previews, click-through relevancy (clicking it adds to its relevancy in future searches).
      Office Web Applications
      If you can access the SharePoint 2010 Server you can now view and edit Office documents from anywhere right in the browser of any PC available.
    • 48. Access and share information anywhere
      / Windows7 & Office deployment
      public
      Broadcast Slide shows
      Broadcast Slide Show creates a URL that you can share with others by e-mail or instant message.
      Everyone you invite can view the show in high-fidelity and in real-time from their Web browser.
      Take SharePoint offline
      A SharePoint workspace allows you to access SharePoint site content on your local computer
      even if you aren’t connected. Content can include document libraries as well as a number of list types.
      OCS & Mobile Integration
      Do skill searches from within OCS, add subjects to calls before actually calling, have improved location awareness.
      Office 2010 Mobile now also includes SharePoint Workspace Mobile.
    • 49. Office 2010 in general: More secure, more adaptable
      / Windows7 & Office deployment
      public
      Protected View
      Enhances security by opening email attachments (sent from outside your own organization) and documents downloaded from the Internet in a protected view mode.
      RECOVER UNSAVED work
      Expanding on the AutoRecover capabilities that you may know from earlier, Office 2010 now recovers files that you close without saving.7 Easily access and manage recovered presentations right from the Info tab in Backstage view.
      Customizable Ribbons
      The ribbons were introduced with Office 2007. In Office 2010 you can modify them, or create your own tabs and groups.
    • 50. Office 2010 in general: better and more productive tools
      / Windows7 & Office deployment
      public
      Integrated Print View
      The Print tab, located in the Backstage view, provides a new print experience with a full page Print Preview right alongside your print options.
      Paste Preview
      Paste with Live Preview enables you to preview various
      Paste Options, such as Keep Source Column Widths, No Borders, or Keep Source Formatting, so you can visually determine how your pasted content will look prior to pasting.
      Better Graphics tools
      Remove backgrounds, adjust color, contrast, lighting. Add artistic effects directly from within PowerPoint.
      Also crop images with the new cropping tool.
    • 51. Office 2010: some of our favorites
      / Windows7 & Office deployment
      public
      Conversation View
      Condenses multiple e-mails in a discussion, a conversation thread, and displays them as
      single line item, even if some messages are located in other folders. This helps reduce information overload and helps the managing of related e-mails.
      Social Connectors
      The Outlook Social Connector connects you to the social and business networks you use, including Microsoft SharePoint 2010. Even connect to other popular third-party sites, such as Facebook, LinkedIn, and MySpace.
      New navigation pane
      The improved Navigation Pane in Word 2010 (formerly called the Document Map) transforms the document navigation user experience, providing a visual representation of the heading structure of your document.
      Outlook
      Word
      Outlook
    • 52. Office 2010: some of our favorites
      / Windows7 & Office deployment
      public
      Sparklines + cond.format
      Show trend lines and trend direction comprehensively.
      Use Sparklines to show trends in a series of values.
      Highlight maximum or minimum values and increase impact by positioning a Sparkline next
      to its corresponding data.
      Slicers
      Within Pivot tables make a “sliced” selection by selecting certain values within the Pivot Tables categories.
      Basic video editing
      Trim your embedded video with a simple click and drag, so that your audience sees exactly what you want.
      Bookmark key points in your video for quick access or trigger animations.
      Excel
      Excel
      PowerPoint
    • 53. Office 2010 Migration lessons learned
      End-user adoption is pretty tough when coming from pre 2007 version due to Office ribbon.
      Main issues:
      Document conversion strategy related to new Office XML format. Risk of documents no longer working
      End-User Acceptance: the new User Interface (Ribbon) takes quite a lot of getting used to
      Service Desk peaks loads. The changes to the UI are so big that even with proper end-user training substantial peaks in service desk calls will arise.
      Additional gains:
      Moving to the new Office XML format may provide substantial storage and back-up savings
      We advise to:
      Test and fix Office document scope before migration
      Specifically organize for end-user support through end-user representatives and customer project-lead
      public
      / Windows7 & Office deployment
    • 54. Upgrading your office suite to 2007/2010 poses three main issues
      The new file format called Office XML will create the need for a document conversion strategy. This document conversion poses a risk of documents no longer working as desired, and even create a potential risk for business process effectiveness and continuity;
      The new Office Ribbon user interface is a huge step forward in user friendliness, but it requires quite some getting used to, creating the need for extensive end-user training and performance support;
      No matter how good the educational preparation of your workforce, we predict a substantial peak in Service Desk support during the migration itself as users adopt to the new way of working.
      public
      / Windows7 & Office deployment
    • 55. Key benefits of our RDX Office solutions speed up migrations and minimize risks
      / Windows7 & Office deployment
      public
      Key benefits of our RDX Office solution include:
      Minimizing risks and costs of migration;
      Increasing employee productivity by accelerating the move to Office 2007/2010;
      Minimizing critical business application downtime;
      Eliminating the guesswork in planning and conversion;
      Converting files for enterprises of any size.
    • 56. technology in the new office suite might cause errors in existing documents
      / Windows7 & Office deployment
      public
      Macro’s may no longer work, links between documents may break down, run-time errors may occur.
      Object Model Changes
      Runtime errors
      VBA changes
      Invalid range names
      Changed file security
      Links not working
      Changed file extensions
    • 57. How technology changes may cause business risks in existing Documents
      / Windows7 & Office deployment
      public
      These errors can lead to invalid/incorrect information, leading to wrong decisions or communication and productivity loss.
      When 18% of your existing files is at risk, this might lead to an 18% productivity loss over all FTE.
      Object Model Changes
      Incorrect Information
      Runtime errors
      No information
      Reputation Damage
      VBA changes
      Invalid range names
      Inaccurate Information
      Incorrect decisions
      Productivity Loss
      Changed file security
      Links not working
      Document errors
      Changed file extensions
      Manual repair efforts
    • 58. Our RDX Office solution analyses your documents per department
      / Windows7 & Office deployment
      public
      By checking document compatibility per department RDX Office provides an excellent starting point for choosing the proper conversion and migration scenario.
      RDX Office results will also help in establishing the scope of the Office document conversion and help determine the budget needed to do accomplish the conversion.
    • 59. Reporting on document age can aid in establishing the conversion scope
      / Windows7 & Office deployment
      public
      Perhaps not all documents need to be converted, may depend on legal requirements for document retention as well.
      Source: actual data from insurance client engagement
    • 60. How we automatically fix files later on in the document conversion project
      / Windows7 & Office deployment
      public
      Document discovery
      Output example 11.226 docs found at financial client on a particular file share. Of these 11.226, 2426 documents were labeled to be at risk, setting the scope for the plan, build and deploy phase.
      FILES AT RISK DISTRIBUTION
      In this client engagement in the financial sector, most issues were with Excel documents.
      WHAT was FIXED
      64 documents could be automatically fixed by RDX Office, 164 documents could not be analyzed because they were password protected, 16 documents needed manual adjustments.
    • 61. The new Office XML document format is much more efficient
      / Windows7 & Office deployment
      public
      The Office XML document format introduced with Office 2007 is a much more efficient format.
      Average file compression per file for:
      Word > 24%
      Excel > 22%
      PowerPoint > 74%
      Access = 0%
    • 62. Potential savings in storage and backup are substantial
      / Windows7 & Office deployment
      public
      Storage and back up savings per terabyte exceed 10% if you only convert your Office documents of the last 3 years.
      Source: accumulated client data from previous Office Converter Technology engagements in financial sector.
    • 63. Upgrading your office suite to 2007/2010 poses three main issues
      The new file format called Office XML will create the need for a document conversion strategy. This document conversion poses a risk of documents no longer working as desired, and even create a potential risk for business process effectiveness and continuity;
      The new Office Ribbon user interface is a huge step forward in user friendliness, but it requires quite some getting used to, creating the need for extensive end-user training and performance support;
      No matter how good the educational preparation of your workforce, we predict a substantial peak in Service Desk support during the migration itself as users adopt to the new way of working.
      public
      / Windows7 & Office deployment
    • 64. How much knowledge is retained after training
      / Windows7 & Office deployment
      public
      After 48 hours, only 33% of knowledge acquired during training is retained
      Source: Research Institute of America
    • 65. We distinguish five triggers for learning (or the need for learning)
      / Windows7 & Office deployment
      public
      When acquiring new knowledge or skills
      When there is a need for specialization
      When you can’t remember when working
      When something changes
      When something goes wrong
      Knowledge acquisition
      [Formal instruction]
      Knowledge application
      [performance support]
    • 66. The integrated approach of getronics consulting educational services
      / Windows7 & Office deployment
      public
      Introduction (presentations)
      Office 2007 / 2010
      Windows 7
      LEARNINGGUIDE
      (EPSS)
      BLENDED LEARNING (TARGET GROUPS)
      Word
      Excel
      PowerPoint

      Outlook
      Access
      WindowsMobile

      Visio
      OneNote
      LiveMeeting
      SharePoint
      Communicator
      Publisher
      SUPPORTING EDUCATIONAL PRODUCTS
      Scenario's
      On Site Support
      QRC
    • 67. Office Ribbon Hero is a great way to experience the new ribbon features!
      / Windows7 & Office deployment
      public
      Source: http://www.officelabs.com/ribbonhero
    • 68. Upgrading your office suite to 2007/2010 poses three main issues
      The new file format called Office XML will create the need for a document conversion strategy. This document conversion poses a risk of documents no longer working as desired, and even create a potential risk for business process effectiveness and continuity;
      The new Office Ribbon user interface is a huge step forward in user friendliness, but it requires quite some getting used to, creating the need for extensive end-user training and performance support;
      No matter how good the educational preparation of your workforce, we predict a substantial peak in Service Desk support during the migration itself as users adopt to the new way of working.
      public
      / Windows7 & Office deployment
    • 69. Flexibility in providing migration support staff & services
      / Windows7 & Office deployment
      public
      We can provide temporary extra staff to existing IT support teams but are also able to deploy a complete Migration Support Desk and/or Support-On-Site (SOS) team, fully staffed and managed, with all necessary tools and resources.
      Call2 provides flexibility in staffing for support during migrations. Depending on workload we can quickly:
      • in- or decrease the number of support staff;
      • 70. dispatch people with specific knowledge or experience when needed.
      The Call2 Service Center, located in Zoetermeer, can be used as back-up for unexpected increases in workload during migrations. Either by providing additional (remote) Service Desk services or dispatching skilled additional staff for on-site assistance.
    • 71. Choosing your migration strategy
      Start getting your facts a.s.a.p.!
      Acceptance criteria: What will the business accept, what will the managing IT department accept as a migration in the light of all the virtualization tools(e.g. running a P2V Windows XP VM)
      What part of the migration will drive it’s progress? End User training, HW logistics?
      DO we want to combine the Office and Windows migration?
      Bother users once or twice?
      What will be faster?
      Collaboration patterns within your organization
      Focus on critical path, but be aware of quick wins.
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    • 72. Migration Approach based on Microsoft Solutions Framework and prince2
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    • 73. The getronics migration approach
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      ENVISION
      PLAN
      DEVELOP
      STABILISE
      DEPLOY
      OPERATE
    • 74. Envisioning is all about setting the goals and scoping the project
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      Goal:
      Develop a clear understanding what is needed within context of project constraints
      Assemble team necessary to envisage solution with options that meet needs and constraints
      Deliverables:
      Vision/scope document baselined
      Project Structure document
      Initial Business Risk Assessment Document
      Core Team Organized
      Vision/Scope approved
      envision
    • 75. plan phase: focus on planning, design, organization and securing resources
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      Goal:
      Evolve conceptual solution into tangible designs and plans so it can be build in the developing track
      Deliverables:
      Technology Validation Completed
      Functional Specifications Baselined
      Master Project Plan Baselined
      Master Project Schedule Baselined
      Supporting Environments Set Up
      All Project Plans approved
      Plan
    • 76. Develop the solution
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      Goal:
      Build various aspects of the solution in accordance with plan track deliverables (e.g. designs, plans, requirements)
      Deliverables:
      Proof of Concept completed
      Completed Solution
      Training Materials
      Documentation
      Marketing/Communication materials
      Updated Master Plan, Schedule and Risk Document
      Scope completed
      develop
    • 77. Stabilize focuses on ensuring the proper working of all deliverables
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      Goal:
      Expose issues, uncover design flaws, identify unexpected behavior
      Identify organizational flaws
      Validate solution meets stakeholders needs
      Attain production readiness
      Deliverables:
      Pilot completed and reviewed
      Release-ready versions of solution and accompanying collateral
      Testing and bug reports
      Issue Log cleared
      System Testing Completed
      User Acceptance Testing Completed
      Release Readiness Approved
      stabilize
    • 78. Deployment is about minimizing disturbance and maximizing satisfaction
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      Goal:
      Place solution into production at designated environment(s)
      Facilitate smooth transfer of solution from project team to operations team as soon as possible
      Deliverables:
      Core solutions components deployed
      Operations and support information systems updated
      Site deployments completed
      Revised processes and procedures
      Deployment Stabilized
      Deployment Completed
      deploy
    • 79. operate phase: project transfered and start of benefits management
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      Goal:
      Provide after-care
      Secure approval from:
      • Users that the solution meets their needs;
      • 80. Operations that the solution is ready to be managed;
      • 81. Customer that the project is complete.
      Deliverables:
      Customer/user satisfaction reports
      Final versions of all project documents
      Lessons Learned Report
      Open/active risk transfer and acceptance
      Project Close-Out Report
      Handover to support organization
      Project Sign-Off / discharge
      operate
    • 82. Template Structure from DOWO, Established from DOWO Datasheets
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    • 83. Standardized, yet flexible project and program team roles already defined
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      Programme manager
      Core team roles
      Optional roles
      MULTIPLE PERSONS
      (site project manager)
      Project manager
      (Site project manager)
      Project manager
      Technical
      project lead
      Customer
      project lead
      p3O lead
      Technical design
      lead
      Floorwalker lead
      p3O assistant
      Service desk lead
      Application scripting lead
      Application specialist
      (Windows/office/SP)
      Floorwalker
      Service desk agent
      Application scripter
    • 84. Stakeholder involvement through the project phases increases
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      ENVISION
      PLAN
      DEVELOP
      STABILISE
      DEPLOY
      OPERATE
      Get (financial) facts straight as soon as possible;
      Manage planning from the beginning;
      Don’t rush the planning phase;
      Do not pin the end date of the deployment in the envision phase;
      Be aware of product and process stability in the context of stakeholder involvement.
    • 85. Wrapping up: Focus on these 5 points!
      For Windows7 focus on application compatibility;
      For Office 2010 focus on:
      Document conversion
      End-User Training and Support
      Choose your migration strategy wisely;
      Manage planning from the beginning;
      Be aware of product and process stability in the context of stakeholder involvement.
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      READY, SET, GO!
    • 86. More information
      Windows 7 and Office 2010 features:
      http://www.slideshare.net/deVos/office-2010-features
      RDX7
      www.getronicsconsulting.com/windows7
      RDX Office
      www.getronicsconsulting.com/office2010
      Getronics Case Study Windows 7
      http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000003981
      Microsoft Office Ribbon Hero
      http://www.officelabs.com/ribbonhero
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    • 87. about
      Kees de Vos
      as portfolio manager in workspace optimization and migration project management Kees is responsible for solution and business development in the workspace area within Getronics Consulting. His broad experience in managing migration projects and his enthusiasm for workspace and work process innovation allows him to both inspire clients about new ways of work, information and knowledge management and collaboration, as well as delivering them the tools and methods to overcome the hurdles met when dealing with organization-wide implementations.
      http://www.linkedin.com/in/devos
      Getronics Consulting
      Employing over 1400 professionals, we design, build and implement solutions in the field of innovative Information and Communication Technology, Project and Program Management, Governance and Compliance, Service Strategy and Transformation and Enterprise Architecture. We are also one of the biggest ICT educational institutes in The Netherlands.
      www.getronicsconsulting.com
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    • 88. Kees de vos / portfolio manager workspace optimization
      kees.devos@getronics.com
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