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A Few Myths and Realities of an Office 2007 & Windows 7 Migration

August 19th, 2010

Myth: Office 2007 support needs fade within just a couple weeks of deployment.
Reality: Providing support and training to information workers before, during and after deployment is crucial to early and sustained adoption. The new interface is designed to make people aware of features they never found in the old versions. Information workers will continue to discover these new features for months after deployment and they will need ongoing help using them. It is unreasonable to expect the help desk to have found and mastered the features that were so well hidden in previous versions of Office. Above average migration call volume can be expected to last as long as six months, as call volume is linear throughout the migration. The peaks in volume will crest most noticeably during the initial installations. During months 1-3, call volume for how to questions on Office 2007 can spike to a 50 percent increase, drop to an average of 30 percent during months 4-6 and then continue to decline. 

 Myth:  Migrating to Office 2007 is like every other software upgrade or switchover.
Reality: The application looks radically different and is a complete overhaul of the user interface. There are no menus and no toolbars. Many information workers won’t even be able to open files without training and assistance. In past upgrades, an information worker’s knowledge of how to get to the features in the previous version was 95 percent effective in the new version. For Office 2007, it is zero percent effective.    

 Myth: Information workers will benefit from Windows 7 without training and support
Reality: A learning curve is guaranteed when information workers, or even an internal help desk staff, are faced with tools, applications or operating systems that look differently. A lack of proper training and support will prolong the adoption period. Maximizing the productivity increase — and resultant ROI — from the new tools in Windows 7 requires training in the theory and support in the practice of using the new tool. Read more myths and realities of an Office 2007 and Windows 7 migration and eight service levels needed to prove migration ROI http://www.pchelps.com/html/o2007mythsrealitiesroi.asp

admin How To, Office 2007, Office 2007 Migration Assurance Program, ROI, Uncategorized, Windows 7, Windows 7 & Office 2007 Migration , ,

The Need for Now

August 5th, 2010

Forget a leisurely Sunday drive or going to a restaurant without a reservation. Today, everyone wants everything to be convenient and fast. We have drive-through everything – photos, pharmacies, weddings, and anything else you can dream of.

There’s no need to wait in line at the local Blockbuster; you can watch Netflix on demand. You can order your groceries online and have them delivered, print a boarding pass at the airport kiosk (no humans necessary!), and have your dry-cleaning delivered with just a click. Even GPS systems, which were once a luxury in cars, are becoming a standard. Have we lost our sense of direction? No, we like having a faster, more convenient way of getting there. Read more…

admin Excel, ROI, Worker Productivity , , , ,

Office ‘07 Migration Road Map

May 27th, 2010

A random sampling of tweets about Office 2007 offers no surprises. Users are frustrated, desperate, confused, angry even. No matter where you are in your 2007 migration – research and planning stage; implementation; post-migration – you will hit some snags, to be sure. How you handle them may dictate future budget allocations, even the health of your IT department. Here’s what you should know before you choose a migration plan and partner: Read more…

admin Office 2007, ROI, Worker Productivity , , , ,

5 Lessons to Learn Before Outsourcing

April 20th, 2010

On the surface, it seems a no-brainer: Why pay extra to hire an outside company for desktop application support when the demand does not exist? This perception is confirmed by the small percentage of all help desk calls that relate to desktop applications. However, those numbers represent only a fraction of what truly exists.

Lesson 1: Icebergs and Undergrounds

In the common view of desktop application support, calls typically account for less than Read more…

admin Computer Literacy, PowerPoint, ROI, Worker Productivity , , , , ,

Real-Life Help Desk Tales, Part 3: The No-Help Desk

April 16th, 2010

In previous posts, I examined why corporate workers hesitate to call their help desks when stuck with a software quandary. I referred to the so-called stupidity factor, or fear of looking stupid, as one of the top reasons.

In an e-mail response, a reader pointed out an even greater obstacle, something he called the infuriation factor. Read more…

admin Computer Literacy, How To, ROI, Worker Productivity , , , , , , ,

Real-Life Help Desk Tales, Part 2: The Stupidity Factor

April 15th, 2010

In a previous post (see Real-Life Help Desk Tales, Part 1), I touched upon why people don’t call the help desk when they need software assistance (fear of looking stupid, unpleasant past experience, assumed time investment). In this post, I will take a closer look at the stupidity factor. Read more…

admin Computer Literacy, How To, ROI, Worker Productivity , , , , , ,

Real-Life Help Desk Tales, Part 1: Love, Hate & Office 2007

April 12th, 2010

Consider the following scenario: The entire staff of an elementary school was recently upgraded to Office 2007. When Teacher A began creating a new lesson in PowerPoint, which is something she does on a regular basis, she couldn’t figure out how to align her text.

After more than an hour of trial and error Read more…

admin Computer Literacy, Office 2007, ROI, Worker Productivity , , , , , ,

Learn to Love the Ribbon

April 9th, 2010

You’ve already committed the company to an Office 2007 migration, and the learning curve alone promises grief. Factor in the current financial climate and the overwhelming pressure to pull off a successful migration, and you have full-on agita.

Software migrations will no doubt cause disruptions in at least three areas over several months. But if you approach it with a thought-out plan, you can lessen the sting.

Where’s the File Menu?

The first and most obvious impact will be on your employees. Read more…

admin Computer Literacy, Office 2007, ROI, Worker Productivity ,

8 Elite Service Levels Needed to Prove Office 2007 ROI

March 29th, 2010

Despite the reports that IT spending is down, CIOs are still expected to keep their IT infrastructures current, which may mean committing to a Windows 7 and Office 2007 migration.

Choosing the right migration partner could mean the difference between the championship or an epic loss.

As with any major investment, IT leaders are responsible for proving the value behind the purchase — no matter the economic climate. In an economic dip like the one we are riding out now, the focus on ROI is doubled.

Most IT leaders realize that a Windows 7 & Office 2007 deployment requires coordination, planning and oversight, and they know which areas need to be assessed and addressed. As a result, most bring in a third party for migration assistance.

Champion your migration and prove ROI with these eight service practices:

  1. First-Level Analyst Certification: Providing certified computer consultants (Microsoft Office 2007 and Windows 7 launch partners) results in higher first-call resolution rates based on their core competencies. Information workers are less likely to be placed on hold or passed through a tiered-level support structure. Applying a simple analogy, it is probable that the golfer playing five to six times a week will outperform someone who hits the links a few Sundays a month.
  2. Domestic vs. Offshore Staff: The ribbon and overall look of the Office 2007 interface compared to previous versions will test IT staff and information workers. Adding potential language barriers will no doubt raise the challenges.
  3. Maintain 24-7 and After-Hours Coverage: Forgo skeleton crews or lower-level support during off-hours and deliver constant, world-class Office 2007 and Windows 7 support and training outlets throughout the entirety of deployment. Many organizations employ staff globally or remotely, in addition to a nine-to-five crew. Don’t penalize employees for working in a different time zone or after hours by providing less-than-stellar service.
  4. Deliver Advanced Level Office 2007 & Windows 7 Support: As IT leaders begin to see ROI during the early phases of the migration, information workers will have begun navigating their way around the ribbon and will begin finding additional and more advanced time-saving features. Support avenues should mirror these advanced-level requests and should not be treated with any less urgency than basic-level requests made during the initial migration phase. Avoid tier-structured support models to keep service levels high and reduce worker frustration and downtime.
  5. Number of Software and Mobile Device Applications Supported: Requiring a migration partner that is familiar with applications and mobile devices outside the Office suite can be critical to the complexity of Office 2007 calls. Based on statistics collected over the past 18 months, many information workers begin their support requests by referring to what they could do in previous versions and want to see those same steps applied to this new version.* Additionally, Office 2007 and Windows 7 is just as often expected to work in correlation with other applications including BlackBerry and Windows Mobile.
  6. Training: Instruction before, during and after a migration is a key element in measuring ROI. Everyone learns at a different pace, so having a multitude of training options is best, i.e., self-service, on-demand, web-based, individual and customized. Being able to identify and deliver targeted training needs, solution-based metrics and measurable productivity gains can justify several portions of an Office 2007 and Windows 7 investment. Read more…

admin ROI, Windows 7 & Office 2007 Migration, econolypse , , , , ,

Learning Japanese, or Stopping Mistakes Before they are Made

February 17th, 2010

Poka-yoke – I never had heard the word before, but I was delighted to discover it two weeks ago in a Harvard Business Review article written by Michael Schrage.

Poka-yoke is Japanese for “mistake-proofing.” Think of the “In Case of Fire Break Glass” boxes found in office buildings. Because they include a wee stick with which to break said glass, they would qualify as poka-yoke.

Best of all, your employees will experience minimal downtime and very little lost productivity.

In business, Schrage explains, poka-yoke is the “simplest, cheapest, and surest way to eliminate foreseeable process errors.” He urges managers to perform a poka-yoke audit of their own department.

“What are the persistently simple — and simply persistent — dumb mistakes we make that our technologies can help us catch and destroy?” he asks.

Here’s where I believe IT managers should start: the help desk.

Say your company is planning an Office 2007 migration, and you, as CIO, have decided that because of the current economic climate, assistance isn’t needed. After all, your reliance on internal help desk staff during previous Office upgrades didn’t turn out disastrously. Read more…

admin Office 2007 Migration Assurance Program, ROI , , , , , , ,