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January 23, 2007

Is Office 2007 Trickier for Users than Originally Expected?

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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.

End of Article



Reader Comments
Considering the majority of people didn't use half of the features of Office '03, I'd say its about time they were forced to learn.

Yeah ribbon is different, but it's a good type of different. Just calm down when you can't find something and think to yourself, "where ought it be?" and 9/10 it will be there.

Of course this traditionally requires reading and comprehension skills, something that oft those who need to be taught how to use an application suite are lacking heavily in.

will84 January 23, 2007 (Article Rating: )


"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."

What a crock. So basically Forrester is saying that business users are dumb.

We've started rolling out Office 2007 here and so far everyone loves it. Not one second has been spent on extra training. Office is still Office and the new UI is pretty damn awesome. It's nice not having to hear "Ugh! What menu was that damn feature under??" all the time anymore.

sticknick January 23, 2007 (Article Rating: )


extra training is not hard to get either - get your clients to invest in Software Assurance or purchase via Open Value licensing and training is one of the included benefits, not to mention free upgrades to the next application, 24x7 professional support by a dedicated Microsoft rep, deployment assistance and utilities, the ability to spread payments, home-use licenses, employee purchase discounts, etc, etc, all for the price of about 50% more per license.

XP

Waethorn January 23, 2007 (Article Rating: )


Does anyone realize how easy it is to teach a class on Office 2007? I am currently teaching a class on it for a small group of family/friends, and it is 100s of times easier to teach Office 2007. My method for teaching the GUI is this:

1. Look at the tabs and determine which tab more closely matches what you feature you want.
2. Click the tab and look at the chunks to narrow your search
3. Find the feature.

With Office 2003 and earlier, there would be *no* _way_ I could teach the GUI. Between the hidden items on the toolbars, menus, and dialogs, the previous GUI was a mess. With Office 2007, my _mom_ can actually use the mail merge feature without my help.

I read on Jensen's (the PM for the Office UI) that when Office 2007 was in the preliminary stages, their group came together and determined that they would need to add 100 task panes to Office! At that point, they realized the current UI was broken.

Maybe I'm paranoid, but it seems to be the trend for these research groups/reviews to bash MS at every opportunity. Between the multiple bad Vista reviews, the poor Zune reviews, and now these Office 2007 reviews, it seems these groups have an issue with MS.

I use Vista as my primary desktop and Office 2007, and I *strongly* recommend upgrading to both. Vista (and Office) constantly amazes me by the new functionality I am constantly discovering. One example: I was copying 2+ gigs of files over our wireless network, when the connection dropped. Instead of cancelling the operation, Vista gave me an option to resume the copy operation. The same thing happens with corrupted files. Even in the *very* off chance that Explorer hangs, pressing Ctrl-C will cancel the operation.

NateB2 January 23, 2007 (Article Rating: )


"I read on Jensen's " It should be "I read on Jensen's *blog*"

NateB2 January 23, 2007 (Article Rating: )


Oh man... if the most "intense" training experience you have to put up with in your life is Office 2007, you've got no reason to whine. Navy seals might be able to comment about how intense their training is. Overweight, 40-something middle managers can just suck it up.

Moreover, anyone who's been using Office for a few years shouldn't NEED any training to use Office 2007. They should simply sit down and spend a few awkward hours adapting and then it should quickly become second nature. It boggles my mind that these morons need training just because some icons got moved around.

Finally, despite Paul's view on the matter, I'd like to applaud Microsoft for the new UI. The fact that users would have to spend a little time switching to it shouldn't even have factored into the equation. The new system is better - that's all that matters.

bdkjones January 23, 2007 (Article Rating: )


"Maw! Where da print button?!"

"Its uner th winda"

"Wheer?"

"Unner the winda!"

"Naww, thats the cat!"

---

Office 2007. Because lets face it, for some people, everything is hard.

will84 January 23, 2007 (Article Rating: )


I have been using the ribbon menu in Corel's Paint Shop Pro since version 8. While the ribbon concept was initially foreign and disorienting, it was easily adapted to in about an hour of use. If Microsoft has done the ribbon menu system as well as Corel did theirs, then there should be no substantial problems in using the new Microsoft Office.

rbaronaz January 23, 2007 (Article Rating: )


@rbaronaz

The ribbon menu in Paint Shop Pro is *nothing* like Office 2007's menu. Go to office.microsoft.com and look at the screenshots. There are *0* text menus or toolbars. According to the screenshots I have seen of Paint Shop Pro, they still have toolbars and text menus.

NateB2 January 23, 2007 (Article Rating: )


"Considering the majority of people didn't use half of the features of Office '03, I'd say its about time they were forced to learn."

Considering that the majority of people who use Word only *need* abut 10 percent of its features, I'd say they shouldn't be "forced to learn" anything.

Most modern word processors are bloated and filled with features the average user just doesn't need.

"Office is still Office and the new UI is pretty damn awesome."

I hope that's true, because Office has been a mess for a very long time, with every new version becoming more and more of a usability disaster. A positive change would be welcome news indeed.

lotsamystuff January 23, 2007 (Article Rating: )


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