Win7/Office 2010 Deployment Office 2, Days 3 & 4

Last week I covered the first two days of our Window 7 & Office 2010 deployment in this blog. Today I am going to tell you how we close the deal during days 3 and 4.

Day 3. Closing the Deal

After a relaxing night closed out with a walk at one of Hilton Head beaches’ shore we were re-energized and it showed as soon as we got to the building. The first group, the support team, got to the office very early to be available to help the office staffers that got newly imaged PCs with the new OS and Office Suite as well as some new or upgraded applications, including our iManage DMS application. The deployment team arrived to the office later that morning to continue working on re-imaging machines and addressing escalated issues.

“Any change, even a change for the better,

 is always accompanied by drawbacks and discomforts.”

Arnold Bennett

Yes, there was a lot of change and the next few days, and weeks will bring a lot of adjustment for our firm while dealing with a new interface that touches pretty much everything they do in a daily basis. However, I can’t emphasize enough the great performance delivered by our Training Team. This showed during the whole day. While there were a lot of different activities going on at the same time, the day went very well; I really had expected more issues and questions from our users but they held up and dealt with the massive change extremely well and they actually did bring up some very valid questions. Once again, Kudos to our Training Team here, and they were not done yet.

After a nice group lunch in the office the big test for our team arrived; attorney training. The challenge wasn’t only to engage them and keep them involved but also efficiently deal with the many activities going on at the same time. We had two people doing floor support, two folks conducting attorney training, and three re-imaging the rest of the machines of those in training. Once I finished imaging one of the machines assigned to me I saw the need of switching my role into that of a Project Manager. Issues were still coming up and the vast majority was being efficiently and promptly handled by the support team, while some would need more advance troubleshooting and help from the engineers back at The Mothership. Thus, I saw the need to become the central information repository and I started to centrally compile all issues in our log dedicated to that. We always intended to approach the project this way but we had to deviate a bit from it for many reasons. However, we were able to quickly adapt and react to the new situation and get that PM role going again, which will now be part of all future role outs as it should. The PM will focus on being the “Central Communications Center” as well as the data collector so everyone can stay focused on their tasks. So I started walking around and making sure that everyone was doing what they were supposed to while collecting information that we needed to pass on to the rest of the team.

At the end, we were able to re-image all remaining machines and complete both support and training. It was a long day for most, but the preparation and planning that went on for months paid off again. I think that the main challenge for most was adjusting to the new iManage interface and Idol search engine as well as the obvious adjustment to the Office Ribbon.

Day 4. The Attorneys & Training; Need I Say More?

I do indeed! But this time I wasn’t impressed because of the amazing job that our trainers did. They really engaged the attorneys who also did a great job embracing the new interfaces and really going for it and trying to make the most out of the new systems.

“Change brings opportunity.”

Nido Qubein

As I mentioned these attorneys were really trying to adjust and make the most out of the system. They had great comments about the iManage EMM plugin for email management, which was not being used by all of them; some were exploring the IDOL search engine and began to like it a lot; heck we had attorneys using Win7 Snipping Tool!!! One of then used this tool to create a Memo and here is how she summarized her experience: “This upgrade has revolutionized my day! I did a two-page memo faster than I've ever been able to do before”. Now, getting this type of comment on Day One, I mean like the morning after the attorney was trained and facing massive change?…Priceless, for everything else, there are Windows XP & Office 2003!

Now, there were still issues and one that we are looking at how to better handle in the future is synchronizing OST files over the WAN. When a person travels to a remote office and logs for the first time to a different computer, Outlook will start synchronizing its caching and could potentially cripple the bandwidth to the office depending on the situation. The way we approached the initial deployment was by bringing OST file from last production day, in this case Friday, with us so that we could sync up locally without going over the wire. The switch to cache mode presents a new challenge not only during the migration but on an ongoing basis going forward, especially for offices with small bandwidth capacity. I will be looking at how our Riverbed Steelhead can help here.

Thanks to the amazing work of the support team, the deployment team was ready to return home by 3:00 pm. Our trainers remained behind and assumed support responsibilities the rest of the week which went very well. In fact, I’ve been checking with our service desk analysts and the call volume from the offices that have been converted have been very low according to them.

We are working on the next deployment which starts this upcoming weekend in our main office here in Columbia, SC. This will be the largest deployment so far and will tell us a lot for the rest of the way but I am confident that our team will deliver once again. From this point on I will be

occasionally posting updates about the whole project as we go on. I will continue to be in some of the deployments as either the Operations Manager or Project Manager. Meanwhile, my team is coming behind the Win7 team rolling out Endpoint and Media Encryption using Credant's Mobile Gurdian at the offices that have been migrated to the new OS already and I will be blogging about that project as well.

Win7/Office 2010 Deployment Office 2, Days 1 & 2

"Always plan ahead. It wasn't raining when Noah built The Ark"

Richar C. Cushing

So here we are, delivering Windows 7 and Office 2010 to Nexsen Pruet's second remote office in as many weeks. But first, a little background. First of all, I had not blogged about this project before because I have been in and out of it and my role has been changing. I have been primarily responsible for testing a few applications under my area to ensure functionality in the new environment. However, this week I am the on-site Operations Manager, which could translate into the on-site Project Manager/Do-What-Needs-To-Be-Done Guy (and everyone in the team really does what needs to be done anyway). I am responsible for making sure that the deployments are completed and that issues are addressed and compiled in a central place so that we can go over those before our next deployment. Finally, I'd like to add that this project started very early this year and there have been many phases. We started with brainstorming around January/February, to then go over a Branding phase in March/April. Around April, we began testing our many legal specific applications used by our Attorneys; to then begin creating and fine tuning images. It took until early August and 9-10 versions to get the right image. Developing the outstanding training material took a few months as well and delivering training started in July with Technology Department members first, and then to our pilot group. Last week we deployed the new desktop to our Myrtle Beach, SC office. This week is Hilton Head Island, SC's office turn. The best part of the project? EVERYONE in our department has had an impact, all of the eighteen people that conform our team, including temporary personnel has indeed contributed in a positive way, just as our very supportive and knowledgeable vendors have. But this is about the deployment phase, "The Real Deal". Let's take a look.

A team of six departed Sunday afternoon from Columbia, SC to our Hilton Head Island office. This team includes our Service Desk & Training Manager who oversees the delivery of training as well as floor support; the Operations Manager, who oversees the deployment of the images as well as the many applications and customizations required by each end-user as well as issues logging, one deployment engineer, one hardware and deployment technician and this time, our Director of Technology made the trip to compliment the team and contribute where needed. In addition, twelve others remain at our main office in Columbia holding the fort. Last but not least, I am proud to say that this is The Best Team and Technology Department I have been part of during my 12+ years career.

Day 1. Setup and Deployment

The team got in the office by 6:00 pm and by 8:00 pm the "Technology Operations Center", the Training Room and the temporary Video Conference room were all setup and tested. I have to admit that I thought that we had too many people, but boy was I glad we did! It did paid off. I was amazed of how well and quickly we worked together. This gave the training team the opportunity to go rest at the hotel to prepare for next day's class with staff.

Once everything was setup the deployment team started deployment of images to staff machines and we quickly ran into an issue. We are using Microsoft SCCM to deploy images and we are using our local File & Print servers as local Distribution Points to minimize WAN traffic. Well, the images did not finish deploying to the server. Now, I was out for a week at a Technology Conference and I kind of panicked for a minute and I think that so did our Director, but our Engineer who has done an incredible job on this project even well before we started, was prepared for it and had multiple DVDs with images for each type of machine at hand. I think that we may have lost perhaps a total of 15 minutes or so before we started the deployment. Our engineering and project management teams had prepared a couple of very detailed sheets, one with all the specifics about each machine that we had imaged with information such as specialty applications, printers, drive letters, and anything else that the end-user would need in order to complete their job; and the second sheet contains step-to-step details on how to deploy application and what to check off.

Imaging the machines may have taken about 30 min in average for each. Then we went on to deploy and test most of the applications in each workstation. I tell you, this is very tedious job and what took the longest because of how focused and detail you have to be in order to get everything done properly. We finish around 1:00 am, primarily because we were in such a roll that we just wanted to keep going. After all, we had the whole Monday to complete the deployment ahead of us.

Day 2. The Real Deal

Monday morning I met with the Training team and our Director joined us to go over what we had accomplished the night before and what was left to do before they head to the office to start training the staff. I followed the meeting with a 3 miles run around town, which was very helpful to help me prepare for the day.

The deployment team, including myself, got to the office later that morning while training was being conducted to finish the customization of the machines, which really wasn’t too much after all, the work the night before. Things such as printer drivers, and a couple of specialty apps were the only outstanding issues and they were completed by lunch time. I have to give credit to our Training Manager here; she did a magnificent job in terms of Coaching, Mentoring and Leadership while introducing this incredible amount of change to our users. Want to know why? This was our Trainer’s very first time teaching a Class in our Firm. We did hit a couple of issues but the planning and preparation that went on for months paid up during execution, a perfect example of the 80/20 rule, which if executed correctly does pay off big time.

The day could have not ended in a better way. Our seventh team member, one of our great Service Desk analyst arrived that night to do floor support along with the rest of the team and we head to dinner. After enjoying a great seafood meal at local restaurant, all seven of us took a walk at the beach, which was not only relaxing and needed but it kind of served as a team building experience. IT WAS AWESOME! We looked like seven children having fun!!

Meanwhile, back at The Mothership

Kuddos also to our EVERYONE back at our main office in Columbia. They were so responsive when we needed them and the communication across teams was incredible, another stepping stone for delivering this effort effectively. Our DMS, DBA, AD, Exchange and Network Engineers as well as our main Trainer, Service Desk and Project Management teams were always at hand when issues aroused and were able to quickly address them. In addition, they were also tasked to hold the fort and support day-to-day operations of the firm and they get as much credit as the onsite team does, especially being so shorthanded.

Days 3 & 4 include deployment and training for attorneys as well as support and I will tell you more about it at the end of the day tomorrow, but I can tell you that it was an exciting day for everyone.

I Shall Become a Virtual Machine

“As far as personalities are concerned, if men are from Mars and women are from Venus, then IT people are from Microsoft and their business partners are from Apple.” Susan Cram in her book 8 Things We Hate About I.T.

The statement above got me really thinking, observing, analyzing, and connecting. At the end I concluded that I wanted to become a Virtual Machine. Let’s take a look.

IT people are generally seem, rightfully so, as Geeks and according to Paul Glenn from Leading Geeks they “are more captivated by technique than application.” This next statement in the book made me think about the Apple vs. PC commercials. On the one hand we have the Geek representing PC, or really Microsoft, who needs to do so much work to get a task done. He also struggles explaining the How, but cares little about the Why. On the other hand, we have the modern guy who just gets the task done. His main concern is to efficiently do what is needed from him while also being innovative and creative.

The problem is that they constantly fail to communicate, at least effectively, which is one of the big problems between IT and business units. Business Leaders are concern with strategy, growth, revenue, profits. And they should. However, more often than not they assume that IT can deliver what they need, the way the need it, and when they need it without discussing the current business goals and strategy with IT Leaders. On the other hand, IT believes that they know what they are doing and that they are delivering value to the business. Many times we assume that we are valuable to the business because we just delivered the newest, fastest and coolest Intranet, Phone, Email, Billing or ERP Systems. But is that what the business need in order to growth, generate revenue, and profit?

Connecting Apple and Microsoft

Then I started thinking about Citrix and VMware, two major technology players today that deliver Virtualized platforms such as servers, applications and desktops. Why? I own an iPad and I absolutely love it. While I don’t consider it my primary tool to conduct my day-to-day work (yet), more and more often I use the Citrix Receiver on it to connect to my Firm’s system and do my work. Others may use VMware View client to get the same work done, and again, the common theme between those two is that they are virtual platforms that are pretty much hardware or OS agnostic. Their sole focus is to Connect you to your office so that you can do your work. While I understand that this approach may still not address the two platforms failure to communicate to each other, I do believe that it addresses the disconnection between them because I can now run a Microsoft Desktop or Application, in an Apple device (chuckling while picturing Steve Jobs laughing about it)

Becoming a Virtual Machine. Becoming a Connector

And that is why I want to become a Virtual Machine (VM). I want to be able to connect Business and IT by establishing and maintaining an effective communication bridge between the two so that IT can deliver value and operational efficiency. I want to be able to help the whole IT Organization to understand What the business is trying to achieve, Why is trying to achieve it, so that we as an organization can be part of the “How we can achieve it” discussion. I want to help the Business Units to understand what the current capabilities of the IT Organization are, and what they might be in the future. I want to be able to connect both sides to deliver services that will help us become more operationally efficient as a whole, so that Technology can be used to create innovation and competitive advantage.

So I guess I want to be a VM, and next time you see me you may call me VM.

And I leave you with a question. Who is Google then? I believe that it is the Staff in general. The Staff outside Management or Leadership of any sort, which despite getting it done is having a hard time being considered into strategic discussions, but it is kind of making its way through, at least in the most efficient organizations. Food for thought.