information systems services microsoft office 2007 rollout project introduction & feedback phil...

Information Systems Services

Microsoft Office 2007 Rollout Project

Introduction & Feedback

Phil Worsley – Service Group Leader, Desktop and Sales

Tim Hunnybun – Service Leader, Training Unit

Alan Ardron – Project Manager, Vista and Office Projects



Content

• Introduction

• Planning for Deployment – What is best practice?

• What have others done?

• What’s the plan for the University of Leeds?

• Training

• Technical considerations

• Draft cutover plan

• Outline project plan including aspirations

• Questions/ Feedback


Introduction – 1/4

Q: What is the purpose of today’s session?

A 1: Introduce Office 2007 Rollout Project and our progress so far

• It’s early days so most information at outline level

• Still lots of information!

A 2: Get feedback from departmental IT staff specifically:

• Comments & potential issues that need consideration

• Suggestions for improvements

• Help, especially in technical areas



Q: Microsoft Office 2007 – what’s the problem?

A 1: Fluent User Interface (Ribbon to non Microsoft people)

• Takes some getting used to. Some users will need training

A 2: New file format for all Office applications

• Microsoft have significantly increased functionality in all Office applications so sharing files may not be a simple file conversion to previous versions



Q: What are the drivers to upgrade to Office 2007?

A 1: Students & staff have it/ new PCs are supplied with it – http://www.microsoft.com/student/discounts/theultimatesteal-uk/default.aspx

(back to file conversion issues etc/ it’s going to creep in anyway)

A 2: Some new software requires 2007 it e.g. Admin require it for Scientia Timetabling

A 3: This is an opportunity!

• Chance to standardise on one version of Office

Support Training Rollout of future versions


Introduction - 4/4

Office 2007 Rollout Project

• Board membership

• Sponsor: Jane Lord – Head of User Services

• Senior Users: John Dodds (MAPS), Terry Wassall (ESSL)

• Project Manager: Alan Ardron

Project Progress: Mandate

Brief

Project Initiation Document – almost!

Start rollout – very soon


Planning for Deployment – What is best practice?

• Forrester Report – white paper research into user acceptance of the new MS Office ‘fluent user interface’

• Looking at other organisations – to use their experience from implementations and lessons learnt

• Industry Experts – discussions and events hosted by UCISA and the Institute of IT Training


Source: A commissioned study conducted by Forrester Consulting on behalf of Microsoft.

95.5% equally or more Satisfied


81.4% found the new interface the same or easier than previous versions


Source: A commissioned study conducted by Forrester Consulting on behalf of Microsoft.



What have other people done?

Liverpool University

No Formal Training

Extensive online support

Installation On Demand

Southampton University

Post go-live bookable 1-2-1 training


Phased departmental installation

Microsoft

No Formal Training


Pilot to board member PAs

Big Bang installation


Training Approach for the University of Leeds

• Layered approach to training to take into account needs

• Free and chargeable options

• Phased departmental installation

• Training plans will be produced following consultation with Faculty/Service


Training Approach for the University of Leeds

• Road Shows recommended for ALL users

• Extensive online support and training will be available for all staff

• Bookable formal training for IT Reps / local support / advanced users

• Post go-live bookable 1-2-1 training

• Pilot in Admin and ISS


Layer 1

Online Support - Tutorials

- Guides

- Help

Layer 2

Layer 3

Layer 4

‘Road Show’ - Why are we doing this?

- Guide to the interface

- Where to get help

½ day training - 1 per Office Application

courses - for IT Reps / local support / advanced users

- can be booked as a closed course

Post Go-Live - bookable 1-2-1 session with trainer

training support - trainer on hand as floorwalker in department

- designed for post-implementation day


Layer 1

Layer 2

Layer 3

Layer 4

Free of charge

These layers will satisfy the needs of ~85% of users

Chargeable

These layers are designed to support advanced users / local support and to ensure that the upgrade presents minimal effects on productivity


Microsoft Office Suites Information

Our Microsoft Volume Licence Agreement includes-

• Office 2003 Professional

• Office 2007 Enterprise

Microsoft’s “The Ultimate Steal” promotion offers

• Office 2007 Ultimate - £38.95

• Vista Ultimate w/SP1 - £40.95

• Visio Professional 2007 - £36.95

http://www.microsoft.com/student/discounts/theultimatesteal-uk/default.aspx

8 versions of Microsoft Office 2007!


Program 2003 2007

Exists Professional Exists Enterprise

Word Excel PowerPoint Access Outlook Publisher !!OneNote £ InfoPath £

Groove Communicator Project £ £Visio £ £

Microsoft Office Rollout Inclusions


Top Migration Issues – (Lifted from Microsoft)

• Access & Excel files

• Conversion of ‘complex’ files needs careful consideration

• Proposal is to use SoftGrid ‘bubbles’ for previous Excel and Access and future project(s) to convert to Office 2007/ more robust SQL/ web based

• Office Migration Planning Manager (OMPM) has automated tool

• ‘Manual’ Discovery exercise in Admin has run successfully without this

• Installation

• Completely new installation process (although it looks similar)

• Requires 512MB RAM (1GB for contextual spelling & grammar)

• Requires up to 3GB free disk space – install files remain present


Cutover plan – Per Department

Communications targeted for each phase


To be completed by Christmas!

Outline Rollout Plan 1/4

1) Central Admin – Approx 600 PCs

• Relatively straightforward

• Easy to arrange training

• They’ve paid for training to be set up

• They want it for Scentia Timetabling which needs Outlook 2007



2) Information Systems Services

• “IT department is most difficult group to migrate” – Feedback from UCISA events and other Universities

• Endorsed by ISS Exec




3) Complete “Migration Pack” to include

• Communication templates

• Proven cutover plan template

• Proven training programme

• Proven rollout mechanisms

• Proven Access/ Excel remediation processes

• Proven OMPM – File scanner for Excel and Access

• Proven solutions for (hopefully) most troublesome applications

• Lessons learnt

• Recommendations




4) Rollout continues

• ISS manage rollouts to Desktop Support Service covered Departments

• ISS support other Departments with their rollout

• Technical advice

• Training advice

• Help resolving Access/ Excel issues

• Help resolving other software issues


Aspirations –

• Office 2007 to be installed as default with legacy Access and Excel files supported through SoftGrid

• ISS and Admin to be migrated by end 2008

• Migration ‘pack’ based on ISS and Admin rollouts to be made available to Faculties by end 2008

• Office 2007 rolled out to all staff by July 2009

• Office 2007 provided as only version on cluster and CTS PCs August 2009

• Office 2007 only supported Office version from August 2010


Questions• Comments on Training Proposals

• Comments on Technical aspects

• General Comments/ issues?

Collaboration

• Can anyone help us with some of the technical testing – Automated Access and Excel File scanner?

Website

http://www.leeds.ac.uk/iss/MSOffice2007

information systems services microsoft office 2007 rollout project introduction & feedback phil...

Documents

training slide

training pilot

office applications

professional office

productivity slide

iss slide

facultyservice slide

satisfied slide