ROLLING OUT OFFICE 2010:SHORT CHANGE OR STEP CHANGE?

CARRIE DOW - LINKLATERSBRIE LEUNG - TRAVELING COACHES, INC.ANDY RUDALL - WRAGGE & CO LLPDAVID WOOD - BERWIN LEIGHTON PAISNER

WHO ARE WE AND WHY ARE WE HERE?

WE ARE

CARRIE DOW

BRIE LEUNG

DAVID WOOD

ANDY RUDALL

WHY ARE WE HERE?Are there real business and user benefits of rolling out Office 2010 or is it just another upgrade? Is this the opportunity to introduce dynamic business (or technical) change? 

How do you engage and train users who are usually “too busy” for training? 

What is the biggest challenge when rolling out Office 2010? Our panel will address all you ever wanted to know about Office 2010 rollouts and training approaches.

ROLLING OUT OFFICE 2010:SHORT CHANGE OR STEP CHANGE?

SO, DO WE HAVE A CHOICE?

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Windows 7 Office 2010 Datacentreon Mars

Anythingwith

Microsofton it

Inter‐galactic sales figures

Scale is Gezillions

IS IT BECAUSE…?

…OR PERHAPS…

…OR EVEN…

…because Office 2010 is so hot right now?

…OR MAYBE…

IT’S A LITTLE OF ALL OF THE ABOVE?

SO, LET’S TRY TO SHED SOME LIGHTWe welcome the opportunity to share experiences, to make it easier for each other. 

Please use this session to sense check your thoughts and approach. Build on others experiences and skills within the vendor community.

Also, perhaps you might even stumble across a few ‘real’ nuggets of key information. 

BRIANNA (STAMPE) LEUNGDIRECTOR OF MARKET STRATEGIES & CONSULTING SERVICES

VIEWPOINT FROM TRAVELING COACHES

AGENDA

• TRAVELING COACHES CONTEXT• USER ADOPTION METHODOLOGY• SELLING THE CHANGE • COMMON BUSINESS DRIVERS• TRAINING APPROACHES

CONTEXT

• TRAVELING COACHES• Founded in 1995, based in the U.S.• Clients are large U.S. and global law firms• Rolled out Office 2010 to 120+ law firms• Focus is on User Adoption of New Technology

• BRIANNA (STAMPE) LEUNG• Director of Market Strategies and Consulting Services• Work with law firms to plan for ultimate user adoption

ROLLOUT METHODOLOGY

DURING AFTER

Formal Learning

Floor Walking

Needs Analysis

Communi‐cations

Awareness & Buy‐In

Pre‐Learning

On‐going EducationOn‐going Education

BEFORE

MU L T I P L E   L E A R N I N G   P O I N T S

TechnologyCommercials

WOW!Sessions

Pre‐Learning Labs Hands‐

On Demos Coaching Floor Support

Ongoingtraining

InformalLearning eLearning

© 2012 Copyright Traveling Coaches, Inc.

SELLING “IT” TO USERS

• COMMUNICATE EARLY, OFTEN & ACCURATELY• KEY POINTS TO COMMUNICATE:

• the WHY behind the change• the WHAT’S IN IT FOR ME (WIIFM) user benefits• the HOW it will happen and key expectations

• ADDITIONAL GUIDELINES & LESSONS LEARNED

COMMON BUSINESS DRIVERS FOR OFFICE 2010

Collaboration• Accessibility• Mobility • Security• Communication

Competition• Firm Image• Talent

Acquisition, Retention

• Technology Leadership

Client Service• Compatibility• Faster, better• Communication• Organization

Productivity• Interface• Connectivity• Functionality• User experience

TRAINING APPROACHES

• PRE-LEARNING• CLASSROOM• DEMOS/WEBINARS• ONE-ON-ONE COACHING• FLOOR WALKERS• E-LEARNING• JOB AIDS AND REFERENCE TOOLS• ON-GOING EDUCATIONAL EVENTS

USER ADOPTION IS EQUAL PARTS PRODUCT, PROCESS & PEOPLE.

CLOSING COMMENT

[DAVID WOOD]

AGENDA

• Setting the scene• Drivers and anticipated benefits• Challenges• Preparation payback• Realising benefits• Key lessons

ABOUT BLPIn 2008 (previous rollout):

• 4 offices (London, Brussels, Paris and Singapore)

• Approximately 1,000 employees

In 2012:• Full service international law firm• 9 offices (London, Abu Dhabi,

Brussels, Germany, Hong Kong, Paris, Russia and Singapore

• Over 1,500 employees worldwide• Winner of 35 legal awards since

2008

CHANGES

• Office 2003 to Office 2010• Windows Vista to Windows 7• PC dominant to VDI dominant

“Triple thin” rollout

DRIVERS AND ANTICIPATED BENEFITSSoftware

• Windows 7 speed and security• Features in Office• Compatibility and collaboration

Hardware / VDI• Faster log in and log off• Lower hardware and software costs• Easier to manage and maintain• Improved security• Complements consumerisation of IT

CHALLENGES

• VDI, VDI, VDI• Mobile computing and BYOD• Saying ‘No’ to notebooks• Aligning other dependent projects

PREPARATION PAYBACK

• Focus groups• Incentivise early adopters• Get IT trainers involved early• Increase existing VDI• Activity reports• Hardware usage review

BENEFITS SOUNDBITE

“It is an excellent solution for my desk and I use this seamlessly with my Macbook Pro at home. Great to be able to log on in seconds in the morning too and much faster than my old work laptop.” – Finance partner

REALISING BENEFITS

• Knell for notebooks• Reduced desk moves• Leaner licensing• Do more with less

KEY LESSONS

• Prepare for your business and your users• Increase immunity to gadgetitis• If considering VDI:

• Plan some early wins• Recognise virtualisation is maturing• Remember connectivity is key• Promote any existing VDI capabilities

• Until next time…

CARRIE DOWPROJECT MANAGER

CASE STUDY: LINKLATERS

AGENDA

• CONTEXT • DEPLOYMENT APPROACH• PRACTICAL IDEAS• MEASURES OF SUCCESS• CHALLENGES

CONTEXT

• Office 2010 Programme• Global upgrade from Office 2003• 3 projects (infrastructure, solution build, deployment)• Scope of deployment project

• CHANGE CHALLENGE• One critical business driver• One window of opportunity• The ‘sell’

“We have to do this”“We have to do this”

DEPLOYMENT APPROACH

• KEY DECISIONS• “Out of the box” – vs – appetite for change• Ability to coexist – vs – pace of change• Ability to ‘get by’ – vs – opportunity to upskill• Push – vs – Pull (training and support)

DEPLOYMENT APPROACH

1. PILOTa) ISS AND BUSINESSb) PILOT REPORT

2. DEPLOYMENTa) OFFICE-BY-OFFICEb) 3 X MIGRATIONS (3 WEEKS)c) PRE- AND POST- GO-LIVE SUPPORTd) BLENDED LEARNINGe) MULTI-FACETED BARRAGE OF COMMS

Deployment

Review

Pilot

SUPPORTING TRANSITION

• PRACTICAL IDEAS• Local Trainer (secretary) familiarisation• External Trainer familiarisation• Floor-walkers• Flying Squad

MEASURES OF SUCCESS

• HOW TO KNOW IF IT’S WORKING• Surveys and targets• “Killer” questions

Is your ability to deliver to 

clients affected?

Are you able to carry out your 

work?

CHALLENGES

• Patience of pilot users• Resolving issues• Final go / no go decision• Infrastructure project request to stagger

migrations• “Acts of God” …

QUESTIONS

Is VDI a silver bullet for rollouts such as Office 2010?

Is classroom training a thing of the past?

What would you have liked to have known (or been aware of), before you started out on the delivery of Windows 7 and Office 2010?

ROLLING OUT OFFICE 2010:SHORT CHANGE OR STEP CHANGE?

CARRIE DOW - LINKLATERSBRIE LEUNG - TRAVELING COACHES, INC.ANDY RUDALL - WRAGGE & CO LLPDAVID WOOD - BERWIN LEIGHTON PAISNER

THANKS FOR ATTENDING OUR SESSION