Enhance Microsoft Office with Business Add-on Tools
By
Philipp Harper
reprinted with
permission from the Microsoft Small Business Center
A new breed of
solutions called Office Business Applications helps extend
the usability of your desktop and line-of-business
applications.
- For many
companies, the ROI in enterprise software isn't what it
could be.
- Office
Business Applications create synergy by connecting
Microsoft Office to business applications.
- The
impact of OBAs on the bottom line is significant and
immediate.
Return on
investment is everything. But for too many small and midsize
businesses, the ROI for line-of-business software is far
less than what it ought to be.
Here's the
problem. Line-of-business systems support the fundamental
operations of the business, from customer relationship and
supply chain management to financials and human resources.
Yet these business applications are often disconnected from
the processes and communications that support operations.
A Gartner
research, "The Knowledge Worker Investment Paradox," found
in 2002 that in most companies anywhere from 50 percent to
75 percent of the information that employees need to do
their jobs comes from other workers. Meanwhile, 80 percent
of an organization's digitized resources are locked away in
individual hard drives or personal files, and thus are
unavailable for sharing.
A new class
of solutions called Office Business Applications can help
organizations bridge this information gap. Developed by
Microsoft ISVs and corporate developers, OBAs allow
businesses to integrate their line-of-business solutions
with the 2007 Microsoft Office system and add
company-specific features to Office applications and
documents.
Extending
Microsoft Office Outlook
ActionThis, a Microsoft Gold Certified Partner based in New
Zealand, offers a good example of how you can add new
features to Microsoft Office 2007 to respond to
line-of-business needs.
Its
team-management solution, which is available on a secure Web
site maintained by ActionThis and which comes in free and
premium versions, leverages Microsoft Office Outlook 2007 to
help business leaders delegate and manage tasks from
initiation to completion. The result is that teams do more
work faster, according to CEO Ed Robinson.
For example,
if a manager wanted a member of the sales team to send a
quote to a customer, he would first create an action item in
Microsoft Outlook and send it to the sales representative.
(Action items look like regular Outlook e-mail messages but
with a few extra task fields, making them intuitive to use.)
Then the sales rep could break the assignment into subtasks
for further delegation or return it to the manager with
questions attached. The manager could follow the progress of
the sales rep via automatic status reports that indicate
whether the task has been ignored or is overdue. Then
finally, the manager could sign off on the project when it
has been completed.
An "execution
assistance" feature includes alerts with related one-click
actions, customizable inbox reports, and simple task
delegation. Such features help overcome procrastination and
ambiguity, which Robinson calls "the two biggest obstacles
to improving productivity."
ActionThis
was designed for teams with five to 20 people, but it can be
scaled up or down. "We have companies onboard with several
hundred employees that are loving the product," Robinson
says. ActionThis users typically see a 5 percent reduction
in project costs, he adds.
Microsoft
Office Excel
Office Business Assignments can also be used to connect
Microsoft Office 2007 with line-of-business applications.
That's what EMC2, a Microsoft Gold Certified partner based
in Hopkinton, Massachusetts, has done with a smart client
that can automatically import and export data between
Microsoft Office Excel and business applications.
Moving data
from line-of-business solutions to an Excel workbook for
analysis and then back again makes sense, says Alan
Josephson, a senior Microsoft practice consultant for EMC2.
"Excel runs businesses," he says. "People use Excel for
everything."
- Quicker
data transfers. In the case of the employee-benefits
firm, Josephson says, moving actuarial data from the
line-of-business applications to Excel workbooks can be
completed in just hours, whereas previously it took
months.
- Improved
data security. Because information is moved
automatically and handled by fewer workers, there is
less danger of data corruption.
The
platform on which it all rests
The 2007 Microsoft Office system includes platform
capabilities called OBA Services. If you plan to do any
in-house development, talk to your IT manager or technology
partner about these capabilities. They include:
- A
Windows Workflow Foundation that enables automated
workflow processes to prevent documents from becoming
lost in the shuffle of multiple users.
- A
powerful search engine portal that helps users find
relevant information across the organization.
- A
Business Data Catalog (BDC) that enables Office
applications to reference read-only data from
line-of-business systems.
- An
extensible user interface that allows developers to add
the features users need to do their jobs more
efficiently.
- Open XML
formats that make it easy to generate automated
documents and to share documents across platforms and
between applications.
- The Web
site and Security Framework that employs user and
role-based security to control access to sensitive data.
That's the
platform. Use it to integrate the line-of-business
applications with the Microsoft Office solutions that serve
as the operational backbone of your business. You'll find
you get more done in less time with fewer resources. And
that means a stronger bottom line.
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