1. Make the Decision to Upgrade to Microsoft Office 2010

2. Introduction 44% of organizations are still running Microsoft Office 2003. With the impending release of Office 2010, this solution set provides extensive analysis and guidance regarding upgrading to the newest Microsoft Office suite. What’s New in Office 2010 Enhanced Features Office Web Apps Versions Available Upgrade Paths Scenario-based Upgrade Advice File Formats Current Landscape Versions in UseUpgrade Plans

3. Executive Summary Office 2010 is an evolutionary change from 2007. The biggest changes make it easier to display and filter through data. The next 18 months will bring the market over the hump on migrating to the Office Open XML (OOXML) file format. If you are not using OOXML now, the time will come soon when switching is necessary. Office Web Apps could be game-changing, allowing companies to perform hybrid deployments, and may mitigate the need to virtualize Office applications except Visio and Project. Info-Tech recommends businesses make their upgrade decision based on two factors: what version of Office they’re running, and whether or not they own the licenses for Office 2010.

4. What’s New in Office 2010 Enhanced Features Office Web Apps Upgrade Paths File Formats Current Landscape Versions in UseUpgrade Plans Versions Available Scenario-based Upgrade Advice

5. Office 2003 still has the largest number of users; these organizations must make an upgrade/migrate decision soon 58% of users face potential file format issues since older versions of Office do not render all OOXML files properly An upgrade decision is more relevant for older office suites Only 42% of organizations are currently running the latest Office release 2003 2007 Other Source: Info-Tech Research Group Version of Microsoft Office currently in use N=164 “There's nothing great in the product, and we will have to train new staff on the system to get them up to speed with it, but I can not hold on to Office 2003 much longer!” – IT Manager, Hospitality

6. A recent survey shows most enterprises don’t see the need to pay for Office 2010 Most organizations are moving to Office 2007 instead of Office 2010 because they already own it Licensing is only a concern for 4% of businesses surveyed For over 50% of organizations, software is a component of project cost More than half of organizations will be spending money on licenses for Office upgrade and should consider alternatives Source: Info-Tech Research Group Most businesses plan to use existing licenses N=164

7. 26% still plan to upgrade to Office 2007, mostly because they already own the licenses Organizations not upgrading or migrating to another platform risk running into major file compatibility issues with partners and customers creating OOXML files A significant number of companies are not yet going to 2010 Over the next 18 months, 59% of organizations are upgrading to Office 2007 or 2010 No Plans 2010 2007 Other Platform Source: Info-Tech Research Group Migration plans for companies surveyed N=164

8. This upgrade cycle will create a market where the majority of Office users are running fully OOXML compliant software Very significant market share will be on Office 2007 or 2010 85% of organizations will be on Office 2007 or Office 2010 by 2011 2010 2007 Other Platform Source: Info-Tech Research Group Projected market share for 2011 N=164 “Most of our customers and suppliers are sending us.docx and.xlsx files, so we need to upgrade in order to keep pace with them and maintain compatibility.” – Help Desk Technician, Manufacturing

9. What’s New in Office 2010 Enhanced Features Office Web Apps Upgrade Paths File Formats Current Landscape Versions in UseUpgrade Plans Versions Available Scenario-based Upgrade Advice

10. OneNote is now included in all versions of Office Enhanced data presentation features (Sparklines, Slicer, etc.) Easier image and video editing directly in Word and PowerPoint Conversation view now default in Outlook, thread maintenance tools, Social Connector SharePoint Workspace replaces Groove Fluent UI and Ribbon now standard across all applications Customizable ribbon enables quick access to commonly used features What’s New? Office 2010 is a refinement, not an overhaul SlicerSparklines Source: Microsoft

11. Provides editing & viewing access to files through the most common browsers (currently IE, Safari, Firefox) on any platform Available for Word, Excel, PowerPoint, Outlook and OneNote Same “look & feel” in browser OOXML files can be edited in desktop client and saved directly to the cloud Files can be easily shared and co- authored with others Runs on SharePoint Server 2010 or Microsoft’s Live.com What is it? A recent Info-Tech survey shows 14% of organizations plan to utilize Office Web Apps Office Web Apps and SkyDrive is available to any user with a Windows Live ID Web Apps Offer Multi-Browser Support Source: InfoTech For a more in-depth look at what’s new in Office 2010, see Info-Tech’s research notes “What’s New in Office 2010 Core Apps?” and “What’s New in Office 2010 Peripheral Apps?”What’s New in Office 2010 Core Apps?What’s New in Office 2010 Peripheral Apps?”

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