Tag Archives: Microsoft

Building the Modular Business Proposal in Word 2010

A marketing consultant friend of mine recently posed a challenge to me, how would I build a modular proposal template using Word 2010? The users of the template would be a sales team – all with varying MS Word skills – and the company has an evolving brand and ever-growing product line up. The client was also using Office 2010 and I was looking forward to getting a Word 2010 client project under my belt.

His client also was trying to get away from too much cutting and pasting across proposals and had an eye for more standardization in their proposal process. A master document approach never became part of the equation nor did too much inserting kung fu. Master Documents are an urban myth in the Microsoft World and anyway I like to keep things simple and easy to use especially if I am handing a document or template off to non-writers.

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Book Review: SharePoint 2010: Creating and Implementing Real World Projects (Microsoft Press)

I am a sucker for practical technology books especially about Microsoft SharePoint so Microsoft SharePoint 2010: Creating and Implementing Real World Projects hits my sweet spot with its well paced projects that take readers through all the stages to create and implement a SharePoint project using out of the box features. It puts me in my mind of the excellent SharePoint 2010 for Project Management book by Dux Raymond Sy.

The projects based approach to this book is a real selling point especially since you don’t even need to be a fully trained SharePoint developer/administrator in order to follow them and the create the projects. The book’s projects run the gamut from a project management solution, a basic FAQ solution, to a resource scheduling solution. Project complexity grows as the book progresses but each project sticks to the format of Identifying the Business Problems; Gathering Information; Designing the Solution; Building the Solution; and Managing the Solution.

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Reviewing PowerPoint Slides Without Resorting To A Red Pen

While Microsoft Word Track Changes and Comments are well known document review tools for editors and reviewers, Microsoft PowerPoint 2010 also has its own set of review tools you can use when you’re reviewing the next big client presentation. Like it or not, a lot of the civilized business world runs on PowerPoint presentations making it in everybody’s best interest to get reviewers using electronic review tools to review PowerPoint slides.

In this post, let’s take a look at those review tools:

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A Few Words About Microsoft Word Track Changes

One of the most useful – yet potentially embarrassing –features of Microsoft Word is Track Changes. Using the Track Changes feature lets you electronically markup your Word documents with edits, additions, and revisions. Think of it as an electronic red pen so to speak.

The potential embarrassment of the feature comes in when you don’t accept the Track Changes. Comments, edits, and revisions not fit for public consumption can leak out. Even if none of the comments are critical it is just plain sloppy to have a recipient open up a document that still contains markups.

Here is the advice I give people about using track changes:

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Book Review: Security and Privacy for Microsoft Office 2010 Users by Mitch Tulloch

Security and Privacy for Microsoft Office 2010 Users by Mitch Tulloch is a book I’ve been trying to find for years. Throughout my time as a technical writer, I’ve bumped into some minor to major security and privacy issues related to the development and distribution of Microsoft Office documents including some that caused a measure of embarrassment to people. By extension of my work as a technical writer, I’ve had to give both formal and one-on-one training about some of the topics in this book and can tell you it is easy to say it’s just Microsoft Office until something you don’t want to leak out gets out in one of your documents. read more »

 

Collaborating With OneNote 2010

One of the hidden gems of Office 2010 is that it now includes OneNote 2010 – the latest release of Microsoft’s simple yet elegant note taking application. Formerly, you had to purchase OneNote separately making it a special software request inside many corporations and not standard issue. Now that it comes with all versions of Office 2010, my first hope is that it helps slay the useless tradition of taking meeting minutes, but before that comes collaborating with OneNote.

OneNote can serve as an effective backchannel for collaborative note taking, whiteboard session captures, and capturing the myriad of bits and bytes that comes with running a technology project.

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Getting Started with OneNote 2010: Part 3

Now that you have notebooks teeming with notes and data it’s time to settle in with OneNote as part of your daily workflow. In Getting Started with OneNote 2010: Part 3, we’ll take a look at how to search through your notebooks for information and how to get information out of OneNote 2010 into other applications and to other project team members.

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Saving & Sending Word 2010 Documents

There is more to sharing Word documents than the ancient tradition of attaching them to an Outlook email. Now Word 2010 makes it easy to share your Word documents over the web or SharePoint without you having to leave the application and creating too many steps between your documents and their recipients

Click File. The BackStage View appears. Click Save & Send to access Save & Send options. Here is a breakdown of options that are available:

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Book Review: SharePoint 2010 for Project Management by Dux Raymond Sy (O’Reilly Media)

SharePoint 2010 for Project ManagementI’ ve long been a believer that project teams can get a lot more out of SharePoint team sites if organizations decentralized SharePoint team site development and management to the team level.   SharePoint 2010 for Project Management  by Dux Raymond Sy is just such a book a must read for project managers and team leads who want to centralize their project information.

The book leads readers very methodically through building a Project Management Information System (PMIS) from SharePoint 2010 right out of the box without the need for third party add-ins much less a professional services agreement. The steps that Dux Raymond Sy lays out in the chapters of the book only require your IT/IS group to set you up with the appropriate roles and privileges and then following the steps in the book can take you to PMIS nirvana. He goes into enough detail where even first time and novice SharePoint users can get a PMIS up and running.

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Getting Started With OneNote 2010: Part 2

In Getting Started with OneNote: Part 1, I focused on how to get yourself started in OneNote 2010. Now that you have notebooks setup, it’s time to get your information into OneNote. While this is going to be an ongoing task for many OneNote users, expect some setup time if you are moving your information into OneNote for the first time.

OneNote offers some flexible options for getting your information into its pages and note books. Here are some options for getting your information into OneNote 2010. read more »

 

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