Perhaps this scenario describes your desktop software situation: Half of your end users use Office 2007, and the rest are still running Office 2003. All you’ve heard from the former are “Where’s the file menu?” and “How do I save a document?” From the latter, you’ve likely listened to endless grumbling about their frustration with Office 2003-incompatible files created by colleagues.

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

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