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Office 2003, 2007, 2010:The Jumping Point
ILTA ConferenceAugust 24, 2009
Sherry KappelSr. VP, Chief Innovation Officer
sherryk@microsystems.com
What is a Jump Point?
The Jump Point: How Network Culture is Revolutionizing Business by Tom Hayes
“Jump Points throughout
history have occurred
when technology,
economics and culture
converge to produce
transformational
change.”
“The Jump Point…will happen
when the Web soon welcomes its
three billionth user. That
milestone marks the first time in
human history when all the
world’s producers and consumers
are unified in a single, integrated
global system.”
The Jump Point: How Network Culture is Revolutionizing Business by Tom Hayes
Our Industry’s “Jump Points”– The Cultural, Business & Technical Drivers– Insights From Leading Firms– How Will You Decide?
Question & Answer
Welcome & Overview
THE document experts Founded in 1995 Solutions improve total document creation &
quality control processes Over 650 clients, including 350 of the
world’s largest law firms
http://www.microsystems.com
What Are Our Numbers?
66
87
87
49
61
<50
50-99
100-249
250-499
500+
By Number of Lawyers
ILTA’s Microsoft Peer Group Survey350
Respondents
What Is Our TechnologyCulture?
What Are Our Business Drivers?
Our Business DriversProcess Improvements
Strategic Planning
Minimizing Risk
Profitability/Economy
Marketing the Firm
#1
#2
#3
#4
#5
What Are Our Technology Drivers?
What is your current state?
13%(46)
65%(227)
12% (42 )
4%(14)
6%(21)
Office 2007 Office 2003 Office XP Office 2000 Hybrid
Technology – Current State
<50 50-99 100-249 250-499 500+
1014
107
5
Office 2007by Firm Size
What is your target state?
20 3115
3042
15
30
40
17
22
16
11
28
24
9
Office 2007 Office 2010 Undecided
500+250-499100-24950-99<50
Technology – Target State20 from 2007
23 on 2007 now
Compatibility & Document
ExchangeTraining
Competing Projects,
Deployment Strategy
Concerns of the Collective
96% XP
Technology Drivers - Windows
67% Windows 7
27%Windows XP
3%Windows
Vista
3%Undecided
Current State
Target State
3% Windows Vista1% Windows 7
What’s New & Different inOffice 2010?
Office 2010 Functionality
Improved from 2007• Ribbon Refinements• Supplemental SmartArt • Excel Visualizations• Word Navigation• Outlook
– MailTips & Quick Steps– Conversation Management– Familiarity: OWA & Mobile
• Office Backstage View
Extended Beyond 2007• Web Apps
– Word, PowerPoint, Excel & OneNote
• Co-Authoring in Word• OneNote Sharing• Exchange 2010• SharePoint 2010 Workspaces
– Formerly Groove
Screenshots Up Ahead…
BackstageView
TechnicalPreview
Beta
Outlook
MailTips,Quick Steps &Conversations
OWA
Three Pillars of Word 2010
Context
Desktop
NEW: Server
NEW: Web
Mobile
Authoring
Co-authoring
Graphics
Text
UI Polish
Backstage
Objects
Navigation
Word 2010: “Framing the Release” by Scott Stiles, Microsoft
Co-Authoring
So, Who’s Jumping Where?
Multiple Firms – US & UK Current: Office XP, Office 2003 Target: Office 2003 or Office 2007 Windows: Holding @ Windows XP SharePoint: N/A Other Drivers: PowerPoint & Word XML
– Upgrade Marketing Only (2003 and/or 2007)– Some Readying for 2007, Others 2010
Case Study: Marketing Groups
Benefits– Better Match to New
Business Opportunities
– Improved Win Rate– Decreased Costs
Driver: Marketing the Firm
1700+ lawyers, 16 offices (US) Current: Office 2003 Target: Rolling Office 2007 Windows: Holding @ Windows XP SharePoint: N/A Other Tech Drivers: Client Service
– Compatibility Mode
Case Study: Sidley Austin LLP
Joy Heath Rush (Chicago)Multimedia Manager, ILTA President
Benefits– Improved Client
Service– Reduced Costs via
Reduced Complexity
Driver: Minimizing Risk
400+ lawyers, 11 offices (US) Current: Office 2003 Target: Office 2007 Windows: Holding @ Windows XP SharePoint: 2007 Other Tech Drivers: Moving to NetDocuments
– Adopting X-file Formats, Converting All
Case Study – Nelson Mullins
Sean Burke (Columbia, SC)Applications Manager
Benefits– Reduced 30 Servers– Reduced IT
Maintenance & Support Costs
– Maximized Value in Office Investment
Driver: Profitability/Economy
1000+ lawyers, 12 offices (US & Europe) Current: Office 2000 Target: Office 2007 Windows: Holding in Windows XP SharePoint: None (Portal: WebSphere) Other Drivers: KM Introduced Wikis
– IT Using to Promote, Engage Early on 2007
Case Study – Cleary
Lore Mariano (New York)Training Manager
Case Study: Cleary
Case Study: Cleary
Benefits– Enriched Training– Reduced Costs & Time– Improved User
Experience
Driver: Process Improvements
3800+ lawyers, 29 offices (UK) Current/Past: Office 2000/2003 Target/Deploying: Office 2007 Windows: Holding @ Windows XP SharePoint: N/A Other Drivers: Consolidation & Update
– 900 Participants: $35 Home Use Program
Case Study: Clifford Chance
Robert Webb (London)Functional Consultant
Benefits – Improved Client
Service and Collaboration
– Reduced Costs Through 3rd-Party Vendor Consolidation
– Empowered & Efficient Document Authors
Driver: Process Improvements
600+ lawyers, 17 offices (UK) Current: Office XP Target: Office 2010 Windows: Windows 7 SharePoint: Redeveloping Intranet Other Drivers: Resources & Budgets
– Consolidation & Improvements in Office XP
Case Study: SJ Berwin
Terry Lawley (London)Project Delivery Manager
Benefits– Reduced Costs– Streamlined
Efficiencies
Next Driver– Strategic Planning
Driver: Process Improvements
800+ lawyers, 13 offices (US) Current: Office 2003 Target: Office 2007 Windows: Windows XP/7 Virtualized SharePoint: 2007 headed to 2010 Other Tech Drivers: Performance, Templates
– Enterprise Search (FAST)
Case Study: Sonnenschein
Michael Barnas (Chicago)Director Application Services
How Will You Decide?
2009 2010 2011 2012 2013 2014Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1-4 Q1-4 Q1-4 Q1-4
Windows 7GA: 10/22/09
Office 2010RTM:
~April/2010
Exchange 2010Public Beta:
4/09
SharePoint 2010Public Beta: ~Q3/4 2009
Windows XP(4/14)
Launch & Sunset Schedule
Exchange 2010GA:
~Q3/4 2009
SharePoint 2010GA: ~Q2/2010
Windows 7Public Beta: 1/09
Office 2010Technical Preview:
07/09
Office XP(7/11)
Office 2000(7/09)
Sources: (links behind dates) andhttp://support.microsoft.com/gp/lifeselect
Office 2010Public Beta:~Q4/2009
Office 2003(4/14)
Your Competing Projects
Billing System
Example: Deployment Strategy
Communication Billing Records Documents CreationSharePoint &
PhonesDMS Windows &
Office
Begin Now With 2003 Or 2007 Tackle Compatibility With Your Internal Experts Where Possible: Leverage Microsoft
– Tools, Services Office 2010
– Focus: Fit, Finish & Workflow– Know: Your Office 2007 Investments Survive– High-value: Exchange 2010 Or SharePoint 2010
Take-Aways
Thank You.
Attend ILTA U Track Session: "Office 2007 - Customize Your Ribbon, Quick Access Toolbar and More”– Eileen Schleicher, VP of Development, Microsystems– Wed. 1:30-2:30 pm; (cont.) 3:30-4:30 pm EDT– Location: Maryland B
Visit Microsystems booth #421/423 – Simplify your Office migration & deployment– Learn about Legal TemplatesPlus – See what’s new in DocXtools & D3
Next Steps
References & Resources
Managing Complex ChangeChange
Vision
Consensus
Skills
Incentive
Resources
ActionPlan
Confusion
Vision
Consensus
Skills
Incentive
Resources
ActionPlan
Sabotage
Vision
Consensus
Skills
Incentive
Resources
ActionPlan
Anxiety
Vision
Consensus
Skills
Incentive
Resources
ActionPlan
Resistance
Vision
Consensus
Skills
Incentive
Resources
ActionPlan
Frustration
Vision
Consensus
Skills
Incentive
Resources
ActionPlan
Treadmill
Vision
Consensus
Skills
Incentive
Resources
Action Plan
Office 2010 Technical Previewhttp://www.microsoft.com/office/2010/http://www.microsoft.com/officebusiness/office2010/
SharePoint 2010 Sneak Peakhttp://sharepoint.microsoft.com/2010/Sneak_Peek/Pages/default.aspx
Exchange 2010 Betahttp://www.microsoft.com/exchange/2010/en/us/default.aspx
Windows 7http://www.microsoft.com/windows/windows-7/
References & Resources
Outlook Team Bloghttp://blogs.msdn.com/outlook/archive/2009/04/20/outlook-and-exchange-2010-the-next-wave.aspx
Word Team Bloghttp://blogs.msdn.com/microsoft_office_word/archive/2009/07/14/introducing-word-2010.aspx
Excel Team Bloghttp://blogs.msdn.com/excel/
SharePoint Team Bloghttp://blogs.msdn.com/sharepoint/
Chris Pratley’s Office Labs and OneNote Bloghttp://blogs.msdn.com/chris_pratley/
– I♥OneNote (Community)http://www.iheartonenote.com/#meteor=sAcTOm1eIDO
Microsoft Applications Team Blogs
SharePoint conference (Las Vegas, NV)October 19-22, 2009http://www.mssharepointconference.com/Pages/default.aspx
Upcoming Events
Questions?
Jump Point: How Network Culture Is Revolutionizing Businesses Information Design Workbook
Books Consulted In Preparation
slide:ology Beautiful Evidence
Books Consulted In Preparation
Formatting Legal Documents With Microsoft Office Word 2007
Leveraging SmartArt in Microsoft Office Excel 2007: Using Office 2007’s New Business Diagramming
Content You Should Know About
THE document experts Founded in 1995 Solutions improve total document creation &
quality control processes Over 650 clients, including 350 of the
world’s largest law firms
Visit us at Booth #421/423
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