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January 23, 2007 12:00 AM

Is Office 2007 Trickier for Users than Originally Expected?

Windows IT Pro
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According to Forrester Research, companies migrating to Microsoft Office 2007 are experiencing "more intense" training experiences than they had expected. Microsoft radically changed the user interface in key Office applications such as Word, Excel, Access, PowerPoint, and, to a lesser degree, Outlook, in Office 2007, the first time the Office UI has been changed demonstrably since the suite was first introduced over a decade ago. Microsoft says that the new UI is more intuitive and exposes more functionality in a discoverable way than did older Office UIs.

Office 2007's user interface is based around a context-sensitive visual feature called the Ribbon that exposes functionality that is relevant to the task at hand. For example, when you're editing text in Microsoft Word 2007, the Home tab in the Ribbon displays options for fonts, paragraphs, styles, and editing. But when an image is inserted in the document, a new Picture Tools - Format tab appears, with options related to pictures.

According to Forrester Research, business migration to Office 2007 will be slow, with most enterprises waiting 3 to 5 years to make the switch. Part of the reason is the new UI. Though Office changed little from a usability perspective over the past decade, Office 2007 is a radical shift and will require both in-person and online training time, Forrester says. Most business users will require two to three hours of formal training, according to Forrester analysts, followed by a two to four week period of decreased efficiency while they get used to using the new UI for work.

With over 500 million active Office users worldwide, making a radical UI switch was an aggressive and risky move. But Microsoft says that the old UI, based around a menu and toolbar paradigm first utilized over 20 years ago, was no longer appropriate for an application suite with such a wide range of functionality. Microsoft also believes that the new Office 2007 UI will require little training and that it will ultimately result in fewer help calls, since it makes it easier for users to get work done quickly. Inexperienced users will see the biggest benefits, Microsoft adds, while very experienced Office users will need to relearn some skills.

In my own tests of Office 2007, I've found the new Ribbon-based UI to be intuitive, easy-to-use, and non-disruptive. Arguably, I'm an experienced Office user: As the author of almost 20 books and a decade's worth of experience with the product, I use Office on a daily basis, often for hours at a time. This, of course, contradicts some of the conventional wisdom about this release. It will be interesting to see how users really do react to Office 2007 a year or so from now.

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Comments
  • Will
    5 years ago
    Jan 29, 2007

    "The ribbon is too fat I lost over three rows of Excel spreadsheet visibility and several lines of text in Word. My work is done in the documents not by the icons. Screen real estate is my biggest concern."

    Buy a bigger monitor.

    Ribbon takes up almost no space on a 1920x1200.


    ----


    People also need to stop complaining about problems in unsupported software. Either (a) your company is too cheap, or (b) the software doesn't impact your company enough for people with influence to care, or (c) you are in charge of getting people to care and you are too cynical for people to give a crap as to what you have to say. Regardless of which, the problem isn't in the software, it's your organization.

  • Klovis
    5 years ago
    Jan 29, 2007

    @Waethorn
    >you're still using Office 2000 though? i mean really?

    There are still organisations that use Office 97. The only reason for them to upgrade are growing incompatibilities communicating externally.

    >you do know that it's not even 100% compatible with
    >Windows XP SP2 right? (try uninstalling it on upgraded >systems - you'll see what i mean)

    What Windows XP?

    >free support ended for Office 2000 before XP SP2
    >came out, so Microsoft won't be fixing many problems
    >for free.

    >anyway, it's another opportunity to charge your org
    >a lot to tell them it's time to upgrade! ;)

    A nontrivial investment in software that has 75 % funcitionalities that they don't need or use. And in the same process having to validate/ redo a heap of Cd forms and templates that break/ work funny under said software and retraining the users to a GUI that is as foreign as the OpenOffice Gui. After having gone through the same process for Office XP or 2003 just year or two ago? I surely think not.

    My advice would be: Wait at least a year of two and see how the market adopts. Chances are that Office 2007 sees an adoption that is similarly slow as Office 2003 that had only 15% market penetration end of 2005. Wait for SR1. If there is a real need, migrate. If not, wait for Office 2010. If you got a working XP-Environment, skip Vista .

    Klovis

  • Klovis
    5 years ago
    Jan 29, 2007

    @NateB2
    >Also, what do you mean by "evaluate"? Do you mean
    >having your IT group try it out for a month or two?

    yup.

    >Reading reviews online?

    That, too.

    > Having a small group of users
    >evaluated it over a course of a month, monitoring their
    >productivity?

    Having normal users try to use the GUI for their normal work in middling to complex documents that they were working on at that time.

    While they were impressed by individual features, the change over was nontrivial. Even after some tutoring, a lot of time was wasted looking for functionalities they used to have at their fingertips. Most were quite happy to return to Office 2000/Office XP.

    That was my point. Changing to 2007 will require a lot of training and coaching, more than a change to 2003 would. Actually, most people would be still be best served by Office 97 when it comes to the used functionalities.

    Klovis

  • Joe
    5 years ago
    Jan 27, 2007

    you're still using Office 2000 though? i mean really?

    you do know that it's not even 100% compatible with Windows XP SP2 right? (try uninstalling it on upgraded systems - you'll see what i mean)

    free support ended for Office 2000 before XP SP2 came out, so Microsoft won't be fixing many problems for free.

    anyway, it's another opportunity to charge your org a lot to tell them it's time to upgrade! ;)

    XP

  • KEVIN
    5 years ago
    Jan 25, 2007

    Outlook update: All of our organization's forms designed in Outlook 2000 & 2003 have broken. More research time for me.

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