Migrating to Office 365

OK, you’ve watched the cool videos from Microsoft, read review after review about the merits of Office 365 for Education, and decided it’s just what the doctor ordered for your school’s ailing IT infrastructure. And it's time to act on that New Years Resolution of improving your school.

Now what?

Fair question. Regardless of the current state of affairs in your school, you will need to manage this migration in an orderly and methodical fashion. This, most likely, will involve a weekend, holiday, or other day off for your staff in order to minimize the inconvenience.

There are three major components of Office 365 for Education solution which you will address in this migration. In order of most to least difficult difficult to migrate, at a typical school, they are:

1.       Email - Hosted Microsoft Exchange
2.       Lync – Unified Communications
3.       SharePoint – Team and Public Websites

This is also the order in which I would recommend the migration or setup occurs. And please note, this is not a technical support document, but an overview of the process. If you are not comfortable with the subject matter at hand, you’ll want to get some help.

Practically speaking, the only real migration is email, as the other services generally do not yet exist.  Most everyone already has an email account. The closest thing to unified communications in organizations without Lync is texting from a cell phone or other mobile device. And the starting point for a SharePoint migration is normally a Team site for each organization in your school and a document library. Neither of these is difficult to setup, once you have done the harder task of designing how you want to organize your intellectual goodies.

One final thought before we dive in. It is very important that you have full buy in and the moral (and organizational) authority to do this. Change is difficult and there will be resistance. Furthermore, unless you have made a persuasive case as to the benefits that will flow to each of your end users, they may not follow your lead. In my experience most migrations spend 80-90% of the energy on the technical process and 10-20% (or less) on staff introduction, orientation, and training. Be wise and considerate.

OK, so let’s get started with a few generalities in the administrators control panel. There are several basic setup tasks that are not covered by the clever wizards that Microsoft provides. These steps can be done without impacting your users.

1.       Select the right licensing Plan and purchase sufficient licenses for your organization. (This is a bit tricky because most of you will select the A2 Plan for Staff and Students, which is free; but you still have to add it to the shopping cart and checkout).

2.       Add all of your users to the correct domain name to eliminate having the convoluted default domain name of you@yourschool.onmicrosoft.com . If you have not yet obtained a domain name from Godaddy, Network Solutions, or another registrar – STOP and do so, then follow instructions on how to verify that domain name so it is available within the administrators control panel. (Note: we recommend different domain names for staff and students)

Email

The general idea with most technology migrations is to establish the new solution while keeping the old one intact to the extent possible. Then we do a cutover at a minimally impactful time (weekend, holiday, etc.) while keeping the old system available for fallback should the migration fail. Finally we have a period of validation where we confirm the new system is working and then at an appropriate time deactivate the old.

If you do this properly, you will not lose any email and the change will be mostly transparent. If you plan and execute poorly, you will have an email outage and could lose important messages permanently.

Your email migration begins with the modification of Domain Name Records at your Domain Name Registrar. So when you are ready, head on over to Godaddy, Network Solutions, or your registrar and make the necessary zone file modifications. If you are not 100% sure how to do this, get assistance. This is the most crucial step for a successful migration. It only takes a moment to modify the actual Domain Record, but it can take up to 72 hours for those changes to distribute to the right places – so be sure you know what you are doing.

While DNS changes are propagating throughout the World Wide Web, you can start gathering the data from each of your users email accounts. The primary data you are gathering is email, but don’t forget the contacts. You should know which email accounts are most important to your organization and which users actually engage in email messaging, focus your priorities accordingly. Hint: I would probably start with the principal.

Your email migration will take different paths depending on three key factors:

1.       The type of email server in use – commercial or private, IMAP, POP3, Exchange, etc.

2.       The degree to which personal and school email is comingled
3.       The method by which your users currently access their email – webmail l or Outlook

Note: This is not technical support article on the particulars of exporting and then importing your email, contacts, notes, etc. But in one way or another, you will have to export email from each user’s old account into their new account if you wish to retain existing messages. This process gets a little tricky if your users are on Gmail, Hotmail, Yahoo, AOL, etc. as these email accounts are their personal property and you can’t do this without their permission (as demonstrated by a username and password).

For the end user, email migration begins when you deliver the welcome message and temporary passcode to them. This temporary passcode is generated when you create a new user, but you can (and probably should) delay delivering this information to the user until you are ready to start the migration.

Write in big bold letters the following URL on any migration documents (email or paper) you hand out.

https://portal.microsoftonline.com

This URL is the sole place to acquire, modify, and access all of the Office 365 services. We will discover shortcuts to the various services later, but this single URL is vitally important. Before a user can do anything with the Office 365 for Education system, they will need to visit this URL and change the temporary password issued at the creation of their account, to a permanent one that ONLY they should know.

Once logged into the Office 365 for Education Portal, the Outlook link at the top of the screen will take your users to their new email account. And if you have managed this migration well, all of their messages and contacts will be waiting for them.

For some of your users, the Outlook Web Access experience will be all they desire. And while there is nothing wrong with using Outlook Web Access, they may enjoy a much more productive email experience if you install Outlook on their main desktop. For more information about Outlook on the Desktop vs. Outlook Web Access go here.

At this point, your Microsoft Exchange email hosted on the Office 365 for Education is setup. Your users can now access it from any browser capable device or email enabled phone or tablet.

Lync and SharePoint

As mentioned at the outset of this article, there is generally not a migration involved with Lync and SharePoint services within Office 365. For Lync it really boils down to getting your users to try it. We have literally had schools almost shut down when the staff had that ‘ahah’ moment regarding Lync. They were so excited to try all of the cool features, like instant video chat that they almost forgot to teach their classes.

With Lync, you can communicate with your team using a variety of methods all based upon an indication of presence or availability. These methods include text, voice calls, video calls, desktop sharing and file sharing, and of course email. Lync has the ability to transform the communication within organizations that utilize it wisely.

Likewise, SharePoint is a very transformational technology, but it requires a serious commitment to train and develop the system to the advantage of your organization. Watch for a series of articles about SharePoint over the next few weeks.

Summary

Implementing Office 365 for Education can be very straightforward for schools with chaotic or non-existent informational technology infrastructure. On the other hand it can be fairly complex for schools that have significant on premises facilities and resources in place. At either end of the spectrum, Office 365 provides a robust communication and collaboration platform that requires no hardware or no administrative staff onsite. The business case for Office 365 for Education is compelling and we recommend it enthusiastically.

Online Marketing Part 2 of 3

I have a confession to make. I am not a marketing expert.  So what presumption causes me to write an article about email marketing? First of all, I get slammed by marketing emails daily and have a reasonably good idea about what works for me. And I also subscribe to a number of very helpful newsletters.

As a consumer of both good and bad marketing email, I have experience. As an architect of such systems for customers, I have understanding of system requirements. And there are a number of common sense practices about this subject. Consider the following and see if you don’t agree.

Sending an email newsletter is one of the most cost effective ways of reaching an audience. Once configured, it costs virtually nothing to send and if created with some artistic consideration, can be a welcome addition to the mindless advertising that prevails in your subscriber’s inbox.  And if managed properly, your electronic newsletter can be self-supporting. Subscribers can add, remove, and modify their email and choose the format of your message.

So what is the difference between a helpful email newsletter and mindless email advertising?

I would boil it down to three simple ideas. You might want to conduct an internal review. Of course your own situation will depend on your intended audience, but develop your email newsletter with these concepts in mind:

• Permission
• Content
• Frequency

Permission

The most important principle that you should observe is permission, as in having it. There is nothing more annoying than to receive unsolicited email, which is primarily advertising, that pretends to be an informative newsletter.  Well, there is something more annoying, getting the same message several times at once (duplicate emails) or repetitively (too frequently).

So as you think about permission, please be considerate. There are wide ranging audiences for your electronic communication. Some may not know you at all, and have little interest. Others may be deeply connected to your organization and be very interested in your messaging. Most will be somewhere in between.

Be sure to have permission to send, in the case of familiar contacts; and a very easy and reliable unsubscribe feature for messages sent to those who may not have interest at the present time. It is important to note that there are laws on the books of some states requiring that your unsolicited email messages contain an “Unsubscribe” link in them. Regardless of the law, this is always a good idea.

The surest method of obtaining permission is to provide a sign-up link on your website (or in an email) for subscribing to your content. You may also gather email addresses from referrals, printed media, or word of mouth. In the world of commerce, it is very common to buy lists of potential recipients of your newsletter, but that may not be practical in the real world of Charter Schools.

Content is King

Much like your website, prospective students (and parents) will read your message for content. So find a good balance between too little and too much. I have seen entire newsletters that only amount to three solid sentences of information, and I have seen multipage tomes that require a serious read. You ought to be somewhere comfortably in the middle

A common format for electronic newsletters is to publish an introductory paragraph with a catchy headline and solid, well written introductory paragraph. And then include a “Read More” link for the remainder of the article.

This allows your readers to hit the highlights, and then expand on the articles of interest. This will save space, allowing a full set of articles on a single page. Be sure to dress up your email newsletter with some nice imagery, but don’t overdo it and ensure your images are formatted for the web.

More advanced newsletter solutions will allow you to accommodate both html and text based email messages. If you don’t understand the difference, html is better if you want graphics to accompany your words. Text is, well… text only, no pictures provided.

And one last thing, don’t embed music in your electronic newsletter. That can be highly embarrassing and/or annoying. Imagine sitting quietly, catching up on your email, waiting for a meeting or event to start while reviewing an email newsletter just received. Then without warning, Bon Jovi begins blaring out of your computer speakers when you open the email from one of your favorite organizations. That’s a sure way to get an unsubscribe request, at a minimum.

Frequency

Finally, be sure to keep the frequency and consistency of your email newsletter at a reasonable level. And be sure that your system has the capacity to detect duplicate recipients, one good email newsletter is good – but more (of the same newsletter) is not better!

Be careful as you determine a publishing schedule for your email newsletter. Remember that it takes time and effort to create useful and interesting content. And consistency is important if you want to build/maintain an engaged readership. Don’t overcommit yourself to creating content, or you may find yourself trying to be creative and dilute your purpose.

Frequency is a function of content and audience. If your newsletter is to highlight this week’s events at your school, then a monthly newsletter may not be sufficient. If it is a monthly Board Report, then weekly won’t quite work either.

Summary

Periodic newsletters to your community can be a very engaging and helpful service, but do this purposefully and with planning. There are open source (free) software solutions that will provide the functionality you need, assuming your website has been designed properly. So paying for a service such as Constant Contact may not be necessary. However, if the budget allows, commercial services may be easier for you to manage. Either way, obtain permission from your recipients directly or indirectly, produce good content, and publish your newsletter at a frequency that you and your audience can maintain.

If you need guidance on which email newsletter solution is best for you, please contact us. We are always eager to help.

New Math – How 75% = 90%, and why you should do this calculation

I have a confession to make. After 4 years of expounding the merits of the eRate program, I realized last week that my calculations were way off – well sort of.  In a recent teleconference with two new Charter School who are considering the merits of filing for Priority 2 services, the subject of discount rates came up. And my math was wrong – is yours?

The general criterion for eRate reimbursement is a measure of the free & reduced lunch population at a given school. Although this number can often be improved upon significantly, by doing household income surveys, many schools simply don’t bother.

The thinking, I presume, is that with reimbursement thresholds hovering around 90%, there is little chance of getting reimbursed for Priority 2 items – which typically include the big ticket expenditures for servers, network gear, and connectivity. Only problem is that 75% equals 90%, at least according to eRate!

Say what??? That was my reaction, too.

Yes indeed, that equation is actually correct! According to the USAC discount matrix, if 75% of your student population is economically disadvantaged (as evidenced by free and reduced lunch counts, or household surveys) then you are at a 90% discount rate!

If only my test scores in college worked on the same principal!

And consider one other interesting report. In 2010, there was no discount criteria applied to any Priority 2 services. Indeed, every school that properly filed for eRate reimbursement for FY2010-11 received that reimbursement, regardless of their discount rate.  Unconventional, yes;   possible again in this fiscally stimulated administration? Perhaps …

 Now were talking quantum physics, not just math!

So what does this have to do with your particular situation? Well, precisely nothing if you follow the normal mode of ignoring eRate reimbursement for your school.  Astonishing as this seems, that is exactly what many Charter Schools are doing – nothing.

If soomeone were to offer you a 40%-60% discount on groceries for the school cafeteria, by filing a few forms. You would surely jump at the chance. What is the logic that keeps you from doing the same for your technology expenses?

Let’s review a general list of services eligible for reimbursement:

Priority 1 Services: (always reimbursed without discount rate considerations)

•  Fiber optic internet connections
• Telephone, fax, cell phones, and other types of internet access (DSL, wireless, etc.)
• Website hosting
• Email services
• Installation and configuration of the above

Priority 2 Services: (reimbursed according to a discount rate threshold)

• Internal Connections – equipment used for transport of digital information (excluding endpoints)
• Network components – routers, firewalls, switches, decoders, hubs, etc.
• Servers – email servers or servers providing an eligible service
• Wiring – wire and cabling to connect your eligible services
• Wireless Access Points and controllers
• Basic maintenance for all the above

Both of the aforementioned schools were under the impression, that there was no point in filing for eRate – aside from the Priority 1 services that are reimbursed to all schools. It is worth noting that their perception was shaped in some measure at a state eRate training event. (And no I don’t suspect a conspiracy against charter schools.) Even more puzzling is the fact that both schools serve minority populations with normally high economic need!

 

So what have you got to lose? Well, possibly thousands or hundreds of thousands of dollars. And the unfortunate reality is, due to allocations across fiscal years and other moving measures at USAC, you will ultimately only know your eligibility by filing.

 

In these difficult financial times, it seems extraordinary that reimbursement for technology services would be so inadequately managed. No doubt that eRate is a complex, time sensitive, form intensive, and deadline driven process. But that is not an acceptable excuse.

 

Perhaps a dose of good old fashioned determination is in order. One of my favorite quotes is “That which we persist in doing becomes easier for us to do; not that the nature of the thing itself is changed, but that our power to do is increased. (Heber J. Grant) Can you really afford to not manage this opportunity?

 

But then that brings up another favorite subject – informal logic. Why go through the trouble of filing for eRate, if you can outsource it for less than the cost of the reimbursement you will receive? If you would like to have a conversation with an eRate expert, call us. And then we will refer you to an expert!

 

USAC rules prohibit service providers, which we are, from providing certain eRate functions to ensure a fair bidding process.  So I conclude with this disclaimer. The above information is intended to be general in nature and for educational purposes only. Please contact your certified (yes this is a professional designation) eRate Management Professional for information regarding your specific circumstances.

 

And you might want to do that sooner than later, the eRate filing window will close in a few short months!

 

For the official list of eligible services, go to http://www.usac.org/sl/applicants/beforeyoubegin/eligible-services-list.aspx

Tis the season to do eRate, File-a-li-la-la the forms today!

I love the Christmas season, now termed the Holiday season by those more politically correct. As a technology provider for schools, it marks the start of the annual gift giving season by the Universal Services Administrative Company for eligible technology hardware and services.

The gifts are in the form of reimbursements through the eRate program, and you might not be getting your fair share!

Like me, you may not generally favor government largesse; but  the eRate program is reasonably well run, self-funded, and designed to support the most financially disadvantaged student populations (among other institutions). Take a look at your last telephone bill – mobile or otherwise – and you will see a small fee titled Federal Universal Services Fee. That is the source of the funding – everybody pays a little.

Charter Schools, unfortunately are more likely to receive a proverbial “lump of coal” in their Christmas – woops – Holiday stockings, than traditional school's. The reason is simple, it takes a level of expertise and a significant investment of time to wade through the myriad of forms, compliances, and dates associated with the program. Many Charter Schools simply don’t have the resources to successfully do this.

What a shame!

In a nutshell, there are two broad categories of reimbursements you can receive; they are labeled in the eRate program as Priority 1 eligible services and Priority 2 eligible services. Priority 1 services consist primarily of Internet, Telephone, Email, and Website Hosting Services. Priority 2 services consist of hardware components and services used within you’re your building to connect, route, secure, and deliver technology to end users.
 
These expenses are reimbursed at a rate roughly equivalent to your free and reduced lunch count percentages. Priority 1 services are always eligible for reimbursement; Priority 2 services have discount level thresholds, technology plans, and additional requirements.

What is the easiest way to participate in this annual gift giving? It might not be as difficult as you would think.

Here are a few  things you can do to improve your chances of having a Happier eRate Holiday:

1. Identify state eRate consortiums and join them

Check with your state office of education to see if there is an eRate Consortium. If one exists, they will often handle your Priority 1 items.  In fact some states will give you a steal of a deal on broadband AND help you file the eRate forms to boot.
Give yourself plenty of time. These organizations can be quite bureaucratic and move at a snails pace, but the value proposition can be excellent.

2. Verify that your telecom provider has an eRate department

If your state does not offer broadband, your telephone company should have the resource to help you file for your eRate reimbursement. In fact, you might even find a provider that will only bill you for the unreimbursed costs of your telephone, internet, and fax lines. It is common to bundle internet service with your telephone, especially in rural areas.

Be careful, you still must comply with the eRate program for both priorities and you can easily run afoul of the rules when your telecom sales representative gets involved.

3. Don’t forget your email and webhosting costs

While normally not significant, email services and web hosting costs are always eligible for eRate reimbursement, regardless of your discount rate. If you are settling for a third rate website and the crappy email system that comes attached to it, do yourself a huge favor, upgrade your email and website system and get reimbursed for doing so. It makes the cost very reasonable, and you will likely get huge productivity improvements to boot!

4. Outsource the entire eRate filing process to a professional

The adage of “Penny wise, pound foolish” is my favorite description of those who elect not to choose door #4. In the decade of my involvement with Charter Schools, I have seen very large sums of money lost because school administrators thought they could do this on their own.

Freestanding and independent Charter Schools lack the economy of scale to compete on the eRate playing field. Traditional school districts often have full time staffers just for this purpose.
 
The most common mistake is to presume an incorrect discount rate (there are ways to improve it significantly rather than just counting free and reduced lunch percentages), then buy the prevailing wisdom that you do not qualify for the big ticket Priority 2 items. And the results are both predictable and deplorable. All it takes is a cursory search on the USAC website to demonstrate how poorly most charter schools fare in receiving Priority 2 reimbursements.

Did you know that in in 2010, every school at every discount rate received their Priority 2 funding!  There are multi-year adjustments to the funding pool, and even the most seasoned eRate professionals don’t really know where the exact cutoff will fall for Priority 2 funding.

Don't listen to the naysayers that Priority 2 funding is impossible to acheive. It's bad advice!

Summary

When you are faced with critical tasks that require a high degree of specialization, but for only small projects or periods of time, it is usually best to outsource the task. This is exactly our position about the design and engineering aspect of your technology infrastructure.  Likewise, eRate is a highly specialized process, which trained professionals can manage in a fraction of the time you would spend.

Don’t brush this matter off for another year! Locate an eRate consultant, one who is a Certified eRate Management Professional, and invest in their services. You do it for special ed, technology, finance, and many other tasks – why not for eRate.

‘Tis the season to do eRate, and have a much happier holiday… or Merry Christmas, as the case may be by getting your share of the eRate gift giving.  

Mind Your Manners - Use a distribution list!

One of my pet peeves is receiving an email message that contains dozens and dozens of email addresses  in the “CC”, or worse the “To” field. Sometimes the list of name is far longer than the actual message sent.  This has long been considered poor etiquette in the world of email communication, but continues to happen frequently.

The primary reason this is a no-no, aside from annoyance of format, is security. While everyone on your list is happy (presumably) to receive email from you, they may not wish to disclose their private email address to everyone else you are including. You should think twice about doing this.

So how do you send a single email message that is personally addressed, yet delivered simultaneously to a group of intended recipients, without recreating the message over and over for each recipient?  You do so through the use of a distribution list.

Distribution lists have been around for many years and found within most email systems. The idea is simple enough. You build a list of recipients in an administrative interface of some sort, you give that list a name, and create an email address associated with it. Unfortunately, there are many systems that only go this far, which is well short of the features you will need to use distribution lists successfully.

In order to fully enjoy the power of a distribution list, you need to have a few controls in place to manage it, otherwise your distribution list can become an annoyance unto itself.  Here are four things your distribution list should be capable of doing, to keep your recipients happy:

 

Private/Public access control.

 

The only thing a Spammer likes better than a valid email address, is an email that feeds a valid distribution list. Imagine their joy knowing that Viagra add gets replicated automatically through your distribution list. So be sure your distribution list has the capability of restricting email messages if the list becomes compromised. One way of doing this is a Public vs. Private setting, which restricts access to only  those individuals found on the list. I other words you should be able to make the list private, if necessary.

 

Blacklisting or White listing  

 

Occasionally your distribution list gets hijacked by one individual with an agenda. While shutting down the entire list (by making it private) is possible, you may not want to limit communication in this manner.  Be sure your distribution list capability includes the feature of adding senders to a black (disallowed) list. This will help ensure the integrity of your list, while keeping it accessible to the public at large.

 

On the other side of this scenario is a distribution list to which a user must subscribe. This is called white listing. By using an approved list of senders, such as parents in committees or volunteer capacity. You could create a large, but manageable directory of approved senders to your distribution list.

 

Moderating or Approving

 

As your distribution list grows in size or importance, you may want to ensure that each message is approved for distribution. This might be useful when conversing about sensitive subjects. This is different than white listing in that you approve specific message content as opposed to specific senders.

 

Ensure your distribution list has the capacity to require approval before messages are sent. Recognize that some view message approval as censorship - so be careful out there.

 

Message Addressing

 

One last requirement of your distribution list is message addressing. Although I have not seen this issue for some time, I have seen messages from distribution lists that displays the distribution list email address as the sender, such that your reply is automatically re-distributed. Don't go there!

 

If you want to create as self-induced  SPAM event in your organization, try using a distribution list with this deficiency. You will quickly overwhelm everyone’s inbox in a matter of a few replies. And it will be nearly impossible to follow the conversation.

 

A sophisticated distribution list system will display the original sender’s email address as the Sender, not the distribution list per se. And your reply to the original sender would not then be distributed to all on the distribution list. This is an important feature!

 

Summary

 

Distribution lists are great tools to expedite email communication to a predefined set of recipients.  This is particularly true if the messaging is primarily in one direction. Verify the email system you are using is capable of the above features. Ensure the capability to exercise administrative oversight of message traffic, then enjoy the few extra minutes each day gained from not having to select a dozen or more recipients from your contact list each time you wish to send an email to your favorite group.

The Taming of the Inbox

I had a brief, yet celebrative moment yesterday; I zeroed out my inbox! Yes, for one fleeting and shining moment it was empty.

It’s a little disconcerting that by Monday morning, it will be regenerating, but such is life for the vast majority of us who are connected. Don’t lose hope, you can manage your inbox, but it takes a little effort. And there are huge benefits! Just that small, albeit temporary, victory is just one.

A recent study by the McKinsey Global Institute found that the average knowledge worker spends 28 percent of the workweek either writing, reading, or responding to email.  While you may not be technically classified a “knowledge worker” there is likely a high correlation to being an “imparting knowledge worker”; as in a teacher or administrator at a Charter School.

My favorite Charter School Administrator recently confessed to having something like 4,000 messages in her inbox. That’s a lot! Can you beat that record?

There are hundreds of excellent articles about this subject, so let’s approach it from an Information Architecture perspective. Like my father always said, “If you start with the right set of tools, the job is much easier”. Consider a couple of tools that should assist you in taming your inbox.

Start with an enterprise class mail system

The single most important step you can take to tame your inbox is to start using a real email solution. My recommendation for education has not changed in 10 years – Microsoft Exchange based email is the gold standard of email systems. It is now available as a free service from Microsoft as a Cloud Based (hosted service) and is called Office 365 for Education.

Hosted Exchange Email is the infrastructure an organization’s email runs on, the manner in which you connect to a hosted Exchange system is entirely up to you. You can use an internet browser, a desktop or laptop client such as Outlook (Mac or PC), an iOS device such as an iPad or iPhone, or any smart phone, or tablet.

Aside from Google mail, the alternatives are not even a close second. And privacy issues alone make me shudder in using Google mail, yes even the enterprise version of Google mail. Just because you are not getting advertising, does not mean your email is not being crawled for content.

I am especially puzzled when I come across schools that are using the “free” email that is included in their webhosting account. What an oxymoron that is! There is nothing free about dealing with the SPAM, the loss of messaging control, and the wide variety of compliance issues that accompany this choice of email systems.

A hosted Exchange email system is reliable, secure, compliant, feature rich, and it’s free. What are you waiting for?

Use Instant Messaging more for short or transitory conversations

Text messaging is quickly overcoming email as the mode of communicating in the digital world, but using it in education presents unique challenges. It is a little difficult to enforce a “sterile” learning environment, free from the disruptions of personal electronic devices (PED) if the teacher is constantly checking her own text messages on a PED in the classroom. 

A much better classroom solution is Lync 2010, another free education solution from Microsoft that is far superior to text messaging than what you find on your PED. Lync 2010 provides Instant Messaging (IM) on the desktop, your laptop, and your smartphone and there is a presence indicator for all of your communication. Don’t underestimate the importance of knowing the presence or availability of your intended recipient.

In addition to IM, Lync allows you to turn your texting into a full on video conference with just a click of the mouse. And you can connect with multiple individuals at the same time. And on top of all of that, you can share documents, transfer files, and even show others what you are viewing on your desktop.

In summary, by using Lync more and email less, you will reduce the endless stream of one liner emails that land in your inbox.

Implement a connected eRM/CRM system

The best improvement I have personally implemented in my inbox taming is Microsoft Dynamics CRM; we call it Education Resource Management or eRM for Charter Schools. I can sum up my experience in four short words – “Feel Free to Delete!”

Using eRM/CRM, allows you to associate an email with a contact, a company, a support case, a contract, an order, a meeting, a telephone call, or a dozen other items, and then DELETE it. The email is retained in the eRM/CRM system and you can now refer to it in context of the information it is associated with.

The most likely reason you keep all of those silly emails in the first place is just in case you might need to refer to it later. Fair enough; but while the search function in your email program is powerful, the association of emails with the people, processes, and things in your world is much more useful.

Not ready for an eRM/CRM system? A well thought out system of folders in your email system will be very helpful.

Utilize SharePoint for document collaboration

Ever notice how many emails can be generated over just one document? You send a document for input from an associate; they make a few changes, and then send it back. Next you send it off for approval, there are a few more changes and the document comes back. And finally you send it off for publication or printing and there are the confirmations and drafts and … well, you get the picture.

One of the most inbox clogging activities we observe is using email as a document collaboration platform. As the complexity and the connectedness of your organization grow, the multiplication effect is an inbox assault. At some point you may just have to call a meeting and sit down with all of those documents and team members to sort it out.

SharePoint changes the dynamics associated with collaborative effort and it will bring great happiness to your inbox. And if you have looked at SharePoint and find it a bit clunky, then you really have not looked closely enough.

If you use the synchronization tools in SharePoint and the network mapping tools in Windows that support SharePoint, you will find that getting a document onto your SharePoint document library is a simple as dragging and dropping or saving to a designated folder on your computer.

Oh, I almost forgot to mention – it’s also free and included in Office 365 for Education.

Summary

There are countless articles, even entire websites devoted to the techniques of managing email. And some of them are excellent. However, designing an efficient Information system will have more overall impact on your inbox than techniques.

Start with an enterprise level (not a consumer grade) email system. Embrace an IM or text messaging system that is integrated in your organization. Connect your email with the people, processes, and things you deal with inside a business management system. And use SharePoint for document collaboration, sharing, and versioning.

Good luck mastering your inbox; it makes for a much more enjoyable weekend.

Office 365 & Google Docs Smackdown - And the winner is...

I was recently asked why we recommended Office 365 instead of Google and the collaboration tools called Google Docs, when most Google services are free.  My first thought was to wonder if having the constant interruption of unsolicited advertising is actually a significant hidden cost, but that’s a subject for another day. Thankfully, when you sign up as an organization using Google Docs the advertising stops.

Google Docs and Microsoft Office 365 are a set of web based productivity tools used by many individuals and organizations. From a product origination standpoint, Google Docs evolved out of features developed for individual Gmail users and Microsoft Office 365 was developed as an extension of the popular Microsoft Office suite of programs. The origin of these two systems is an important distinction and should not be overlooked.

Here is a summary of features in both:

Domain based email (you@yourdomain.org):  Google Mail vs.  Exchange Email
Word Processing:     Document vs. Word
Spreadsheets and Calculations:    Spreadsheet  vs. Excel
Presentation:       Presentation  vs. PowerPoint
Note taking/ Other     Form & Drawing vs. One Note
Document Storage, Sharing, and Collaboration:  Google Docs  vs. SharePoint
Instant Messaging & Voice over Internet Protocol: Google Voice  vs. Lync 2010

Microsoft Office has always been about providing advanced document creation and management, while Google and subsequently Google Docs have evolved from the monetization of your eyeballs looking at advertisements. How we got here might be an interesting academic exercise, but you are probably more interested in knowing which is best for your organization. For our purposes today, we will compare Google Docs with the Office 365 E-2 plan, which are roughly equivalent in features and both are free for education.

My purpose is not to do a feature by feature comparison and evaluate relative merits and/or weaknesses. That has been done many times by a number of objective authors. Rather, my purpose is to consider the two systems in their entirety and evaluate the way in which you might work in a more seamless and integrated fashion.

A comparison of features suggests a great deal of similarity in the two products, but there are important differences. The most important differentiator is the integration with your Microsoft technologies.

But wait you say, we are an Apple based organization. Well if that is the case, then you are really not asking the right question at all with respect to this article. But it does make a point.

Before you can decide upon which of the productivity suites, Google Docs or Office 365, is right for you; there needs to be a candid evaluation of your school computing environment. If you are primarily an Apple organization or an Open Source organization, then my opinion is that there is little difference between the two (unless you are using the Mac version of Office).  However, if you are operating primarily in a Microsoft environment, Office 365 is a clear winner. And the reason is the deep and feature rich integration between the Microsoft Desktop and the cloud (Office 365).

What do I mean about integration, well let’s consider the definition:

Integration (from the Latin integer, meaning whole or entire) generally means combining parts so that they work together or form a whole.

Integration in Office 365 takes many forms, perhaps the most important is the ability to move on and off your desktop, laptop, or other device and have your documents with you – even when you are offline (no internet). This takes the form of automatic synchronization of documents and emails once you reconnect. With Google Docs and email if you have no internet connection you are out of business.

Another deep integration feature is the management of complex documents on your desktop.
For most teachers, and certainly all but your most advanced students, the web based tools of either Google Docs or Office 365 web based services will be adequate. But your key administrators, school secretaries, and finance staff will be severely handicapped using only the web based version of Word (Document) or Excel (Spreadsheet). Accordingly, having the capacity to move seamlessly between the simple and the complex within the same interface is crucial. In other words, you can’t create documents with advanced formatting in either web based version, but you can create them on your desktop version of Office and save it to Office 365 without difficulty. Not the case with Google Docs.

I’ll mention one more deep integration feature, with respect to document management specifically. In Office 365, you can save your documents to a folder that appears to be on your computer, but actually resides in the cloud (Office 365). And you can use familiar drag and drop functions to move documents to the various folders in either environment. Furthermore, you can set up the automatic synchronization of those documents.

If you do a simple search on Office 365 vs. Google Docs and you find a wide variety of experts extolling the virtues of Office 365 or Google Docs, depending upon which they favor. And for the record, the reviews I saw tended to favor Office 365 overall, but only slightly.  Now that Google Docs no longer enjoys any kind of cost advantage, perhaps even more so.

However, almost all reviews pointed to the superior functionality of Office 365 when combined with the desktop version of Office Professional (desktop software).

In the world of commercial organizations this is a huge barrier to overcome, but in the world of academic licensing you get Office Professional plus as part of your Microsoft licensing agreement for schools. See my previous article about Open Value Subscription for Education Services (OVS-ES). This weighs the comparison heavily in favor of Office 365.

Let’s add one other significant factor to this system level comparison. The Live@EDU services, which provide cloud based email, document sharing, and social functions for students is now part of Office 365 and designed specifically for education, not business in general. Integrating Live@EDU into your school provides email, cloud based storage, collaboration tools for lesson material between students and teachers, and a controlled social platform for student creativity. These are enormously helpful tools, particularly for upper grade levels. In fact some have used the Live@EDU services as the foundation for a robust Learning Management System.

Finally, management and support is far, far superior in Office 365. For starters, you get unlimited technical support with a live human being – not a search engine. And the increased level of detail for administering the services is substantial. In fact, you’ll probably need to have some level of expertise on staff to help you manage this because you are actually controlling to a large extent the actual server environment hosting your services.

Oh, and one last thing.  A core element of your data management plan, which should have oversight policies with respect to your schools intellectual property, should address how you control data.  Google docs accounts normally evolve out of individual Gmail accounts and therefore (by definition) violate the most basic tenants of your data management plan.

If you have ever experienced a legal discovery, you will understand how difficult it can be to gain access to communication by staff members who are using primarily their personal email accounts or personally owned Google Docs accounts.  True, an enterprise wide version Google Doc’s can be setup, but trying to do that after a user has years of mostly personal stuff in the system may not be an easy task.

Summary

When you consider these two cloud based productivity suites as a complex communication tool, you have to consider more than just the list of features and the cost. You must consider your data management plan, the makeup of your users (and their computing preferences), the organizations computing environment, and how well the service will integrate into your infrastructure.

Most comparisons look at a list of features and do a side by side comparison, and while that is helpful, it seems that it ignores the one obvious question.  Here’s the question:  In which format do you create the significant documents used in your organization? Statistics still suggest a large majority of you use Microsoft Word, Microsoft Excel, and Microsoft Power Point. And to a lesser extent you may use other products in the Office Professional Plus 2010 suite.

Do you honestly think that using Google docs to manage Microsoft originated documents would be a superior solution?
 
Admittedly, the individual Gmail account and related Google doc features for individuals are impressive and useful. But extending that organization wide is a fundamentally different matter.  Personal Gmail accounts are entirely inadequate for use in a public school setting (same goes for Hotmail or yahoo mail). Privacy issues alone should give you pause. But ultimately the administration of the school has no control over individual owned email accounts or Google Docs accounts.

If you ultimately decide to use Google Docs, please be sure to set it up properly with appropriate groups, permissions, and access control. Do it as an organization, not as a collection of individuals, and incorporate your schools domain name into the service.

And let’s end on a positive note – a shout out for Google docs. It is a far superior solution to using nothing, and it is a great solution for those using email accounts included with their website hosting service, drop box, ever note, or the other variety of sharing solutions.

It is however, a distance second class competitor to Microsoft Office 365 in my humble opinion. In all probability, the popularity of Google Docs is due to the features that users loved about Microsoft Office, but were unwilling to pay for. And frankly that used to be a good reason…. but no longer.

One Server or Seven – How many do you need?

One Server or Seven – How many do you need

Over the summer I have had occasion to visit a number of new schools. As I have done so, it is quite interesting to hear of the experiences of various school administrators.

One thing that surprised me is the wide variety of resources, measured by server count, which these similar schools possessed.

It would seem, given relative size and complexity that you would find an average server count – such as an average of 2.5 servers per school. But our experience suggests a much wider range of server capacity than you would expect. And while that is an interesting statistic (quite unscientific, I might add) what is even more surprising is the level of satisfaction we found between schools at the opposing end of the spectrum.

The school we observed having the most rational and functional information technology infrastructure had exactly one (1) server.  That school also reported the greatest degree of satisfaction in being able to manage their information systems effectively with very few outside resources.

On the other end of the spectrum was the school with the highest server count, seven (7) to be exact. Contrary to what you would expect, this school complained about irrational IT infrastructure, higher than desired management costs, and a very dysfunctional environment. 

I confess this is a very narrow sample and not a scientific study by any means. But, these are two very real schools, with very capable administrators and staff, each reporting a widely different technology experience.

One of the fundamental challenges we see with Charter Schools is that they are usually operated by administrators who come from traditional school districts, with conventional ways of doing things. That convention sometimes does not work in managing Charter School technology. Size and complexity of technology really does matter when managing a single campus freestanding charter school.

Without a thorough review of systems in either of these schools it would be unfair to characterize their technology providers as being irresponsible, but it begs the question – why so many or few. Sadly the answer may have more to do with the financial well-being of those recommending high server counts than what is best for the school.

Here is a list of common server roles and how you might outsource them at great savings:

Domain controller and active directory server

This common network environment provides user access control and group policy management to simplify administration of users. It requires a unique network ID or login for each user and individual passwords. While this may be necessary for schools that enroll older students, it can be very cumbersome for the younger grades. Students younger than 5^th or 6^th grade have great difficulty remembering usernames and passwords, so there is often a standard username and password published, which in effect invalidates your security policy.

Alternative – Office 365

Consider moving your user authentication to the cloud, where access is anywhere, anytime, and on any device. After all, the most common benefit for having active directory is so that your Desktop, Favorites, and My Documents follow you around.

Web server for hosting your website

Most organizations abandoned this practice years ago as hosting companies began stepping over each other to offer you website hosting facilities for a few dollars each month. But there are still a few diehards who insist on hosting their own website on their own hardware. This might be more of a job security play than a practical solution. Not only is this expensive, but the security ramifications are enormous. If your website sits inside your network perimeter, the chance of a security breach is greatly increased.

Alternative – West Host, Blue Host, or any other Web Hosting company

You honestly cannot even power a webserver inside your building for the cost associated with an annual hosting agreement at a website hosting company. And even if the power to run your web server was free, it would still cost you to maintain it. Only in the most unusual of circumstances does it make sense to host your own website.

Microsoft Exchange Email Server

Email is a critical business system in most schools, so up until recently we had an MS Exchange Email Server in every school we managed. But email as a hosted solution is a much more practical, reliable, and inexpensive solution.

Alternative – Office 365

 Don’t walk, but run to http://www.office 365.com and sign up for Exchange based email services that are now available free to academic organizations. It will be more reliable than your in-house email server, much less expensive to own and operate, and it will eliminate SPAM and Unsolicited Commercial Email (UCE).

Exchange based email has so many advantages by way of features, security, and compliance that it is the gold standard communication platform for many organizations – large and small. If you are still using the email accounts that come free with your hosting account then your being negligent and probably spending much more time and energy than you would imagine dealing with the ramifications of such services.

Accounting Application Server

There are some really robust accounting packages used for education and hopefully you have found the right solution. But I have never understood why a charter school enterprise that has essentially one source of funding (State or Federal programs) needs an accounting program costing thousands of dollars each year, when a copy of QuickBooks will do.

But QuickBooks needs a server, right? Well, perhaps not  – a decent business class workstation, yes. A multi-core server with advanced drive arrays, gobs of memory, and expensive tape drive? Probably not.

Alternative – QuickBooks Online

And if you really want to simplify and cut costs, consider QuickBooks online. It requires “0” hardware and is available from anywhere at any time. And that’s pretty handy for allowing administrators access to reports when they are relaxing at home.

Server for Staff Shared Drive(s) or Student Shared Drive(s)

There are many challenges associated with managing documents on a “Shared Drive”, yet this seems to be a standard setup in every school (well except those we configure). This is a classic case of “We’ve always done it that way”, without considering the great improvements of technology advances.

SharePoint has been one of Microsoft’s fastest growing technologies for the past decade. It is the modern day version of a Shared Drive, with many advantages.  It provides all of the sharing capabilities of a shared drive, without the limitations.

Here are the challenges associated with shared drives that SharePoint eliminates:

·         Security – By definition a shared folder is available to pretty much everyone,  at least that is the common scenario. And some things just should not be shared – like HR records, medical records, employment contracts, etc.

·         Overwrites – Ever wiped out another staff members document changes after they spent hours  on a joint project. That’s not a fun experience, but happens routinely with a Shared documents.

·         Versioning – Have you ever edited a document only to discover that the version you had two iterations back was better? Or have you collaborated with someone on a joint project and needed to revisit changes of a month ago? Or do you simply not know which copy of your document contains the latest revisions? That is a common shared drive experience.

·         Notification – Want to know when a document is changed or a document is added to a Shared Drive – good luck, without SharePoint.

Alternative – SharePoint in Office 365

In addition to solving the above challenges associated with Shared Drives, SharePoint also provides real cost savings to your school in the form of reduced IT management costs. Here is how:

·         Eliminating servers will eliminate hours billed at your highest technician rates

·         Eliminating USB drives will save costs and improve access to documents

·         Eliminating access issues (remote access, different classroom access, etc) eliminates IT requirements

Summary

Charter schools, which typically have fewer resources for IT management, can tap into the economies of scale that are the basis of cloud computing. Many traditional “server” requirements can now be outsources with improved security, functionality, and cost. If you have more servers than you need, consider moving that functionality to the cloud.

OK, It’s time to get legal (names omitted to protect the guilty)

We recently met with a school director and their technology provider to discuss a solution that had Microsoft Licensing implications. When we asked about the schools software licensing, there was an uncomfortable shifting in the chair, a bit of hem and haw, followed by a very generic explanation regarding a previous IT provider a few years back and a school agreement. You get the picture….

What we heard was probably quite a bit different than what the administrator understood. And we left it at that. We are not the Microsoft Licensing police and frankly Microsoft Licensing is so ridiculously complicated that it takes a team of New York Lawyers to explain it, and a few CPA’s to calculate the costs. Alright, that is an exaggeration, but not much of one.

Having said that, I submit the time has come, in the world of Education that overlooking your Microsoft Licensing is really quite inexcusable. And frankly, unless you value your time at less than minimum wage, it really makes sense to just sign the agreement, pay the minimal licensing costs, and get on with life.

If you use the correct type of licensing, the process will literally save you time and money; not to mention that warm and fuzzy feeling you will have knowing you are playing by the rules.

Having seen firsthand the hoops that some go through to avoid legal licensing, it really makes no sense. You can now buy an umbrella Microsoft agreement that not only covers all computers in the school with Operating Systems, and core CALS, but it also provides a copy of Microsoft Office Professional Plus. Furthermore there are home use rights to boot.

And here is a little known secret. When you initiate a school agreement, there are a number of additional software licenses that magically appear in your Volume Licensing Center. Take for example the MultiPoint Server license and CAL’s for connecting to it. That’s right, they are included. Just try buying that software over the counter by itself.

Some school agreements also come with subscriptions to Microsoft educational titles, membership in the MSDN Academic Alliance, and Live@EDU services. Plus there are other Microsoft solutions such as the InTune Management software, Microsoft Dynamics CRM, and others that are a fraction of the cost when associated with your Annual School Agreement.

And you can literally receive an entire truckload of donated computers, which as soon as they enter your building are also covered. And did I mention any Virtual Machines that you create using Microsoft Hyper-V technology – they are covered as well.

Like most of you, I have a real problem with paying $450.00 for a copy of Microsoft Office Professional Plus in the shrink wrapped box. And that is a challenge in the for-profit world. But educational titles are so incredibly cheap, it takes way more resources to find ways around licensing than it does to do it properly.

Enough already, while the odds of a Software Audit are very, very small; all it takes is the phone call of one disgruntled staff member,  former vendor, or competitor to the software alliance and things could get real ugly.

If you have a software licensing question or need guidance on selecting the right school agreement, please call us. As a freestanding charter school, you have options that are both sensible and affordable. And you might be surprised at all the freebies you get for being legal.

Do the right thing!

Oh, one last thing. You might consider making your school agreement align with the eRate fiscal year. Eligible expenses are more easily allocated and reimbursed when they line up with July 1 – Jun 30 timeframes of the eRate program.

Data Management Plan

Sometimes the most basic concepts can really trip you up. That happened last week when a new school was asked to come up with a Data Management Plan for a grant application.

They reached out to us for insight, and here is our take on the subject. If you are struggling to describe a way to corral those wild 1's and zealous 0's, perhaps this will help. Please feedback your insight and suggestions.

Definitions

Data: digital information in any format utilized by a school for the management of people, processes, and things (resources) associated in any capacity with the school.

Management: awareness, oversight, and control of the aforementioned data.

 

Overview

Data management planning addresses three core components:

1. Ownership and oversight: Managing both the data and the resources that control information systems;
2. Data Security and compliance: Protecting  privacy, controlling access, and securing resources from within and without;
3. Data retention, archiving, backup and disaster recovery planning: Assuring data access in any circumstance for the timeframes specified by law and by policy.

These three core components are intentionally broad to address the wide variety of choice associated with implementing information systems which house, transport, and protect data. However, there are basic standards driven by industry, law, and state education agency guidelines that should be considered standard practice, as individual school boards implement policy.

The purpose of this document is to set forth broad concepts associated with Data Management Planning for Charter Schools and to provide a basic checklist to identify weakness.

Ownership and Oversight

Schools should have direct ownership or contractually delegated control of all resources which are used to store, route, and distribute data. Common examples of these resources are domain names, web hosting accounts, email systems, and hosted applications that store data in the cloud.

The seemingly small matter of legal ownership can cause enormous challenges if mismanaged. It is very common for well-intended parents, volunteers, or even board members to have control of these resources.  However, it can be very difficult to regain control of these resources if problems arise or relationships sour.

Imagine the damage a disgruntled former staff member or parent could inflict if they own your domain name, website hosting account, email system, or other hosted application. Don’t laugh, we have seen it happen.

Checklist:

• Do a simple ”who is” query on the internet and determine who is the registrant of your school's domain name. Is that individual or company still associated with your school? And do you have long-term confidence in that relationship? Is the address and contact information current?
• Determine who hosts your school website. Who owns the hosting account, who has access to control the web server (usually a control panel)? This is not the same as access to the website itself.
• Evaluate the email accounts used to communicate with students, parents, and the community. If your teaching staff is using Hotmail, Yahoo, Gmail, or other consumer based email system you have no control over the contents of those systems. In any kind of Open Records query or legal discovery, you will be unable to search messages without the express permission of the owner of that email account. This could be both embarrassing and costly.
• Review any hosted (Cloud) applications such as a backups, management systems (eRM or IEP), or desktop management systems. Do you have ownership of those accounts and termination processes when managed by a service provider?
• Determine who owns your social media accounts. If it is not you or someone in your organization, takes steps now to gain control of those accounts.

Data Security and Compliance

Fundamental to managing data is controlling access to that data in order to comply with privacy laws, ensure integrity in the education process, protect students and staff from data breaches, restrict sensitive or confidential information to authorized users, and provide safeguards for financial transactions. Infrastructure choices will impact these objectives and should be considered well in advance of any solution implemented.

Many of these challenges can be avoided by using the built in security and access controls provided in a  Microsoft Active Directory based network. But primary schools may find this security model too complicated. Other solutions may need to be considered.

Email systems should have central administrative capacity as well as the ability to do Open Records requests or legal discovery searches. These systems also need to be capable of addressing the wide range of employee changes without difficulty. Confidential email messages need to be archived and retained for the appropriate periods of time, and email destined for former staff needs to be redirected to an administrative user or replacement email account.

Computers and users need to have several layers of security protection starting at the perimeter and ending on the device in order to protect the data sets being accessed. This starts with a CIPA compliant firewall and is enhanced with added layers of protection through security updates or patches and anti-malware services (virus, spyware, malware protection).

Checklist:

• Review the age and feature set of your firewall, new generation firewalls (termed Unified Threat Management devices) provide a wide range of security services that directly impact data management. One of the foundation services is Child Internet Protection Act (CIPA) compliance, which is a basic  component of eRate funding eligibility.
• Review your device based security services (Virus and Malware protection) and consider enforcing security compliance as a condition of internet access. This is a simple process with new generation UTM devices (firewalls).
• Consider implementing Active Directory services into your network environment if you are not doing so already. Couple this with group policies and automatic security patch updates.
• Avoid using personal email for school business, this not only dilutes your brand, but could be very embarrassing in the event of an Open Records Act inquiry or legal proceding.

Data Archiving, Retention, and Disaster Recovery Planning

The most frequent data management deficiency is the lack of planning for the retention of data and the lack of testing backup systems for the recovery of data and associated information systems in the event of a disaster. Typically, retention planning never happens and eventually, hardware failures always occur. Both deficiencies are an important subject for consideration in a data management plan.

Data retention requirements vary by subject matter and user class, each data set should be identified and described in terms of the following four criteria:

1. File format – the format type used to store the data (Word, Excel, pdf, database, image, etc.);
2. Archive length – the time required to retain data;
3. Storage location – the physical location of the stored data;
4. Access control – the security and user permissions associated with the data.

In a well managed environment, data is centrally managed, automatically backed up, and secured with a reasonable level of password protection and/or encryption. Far too often, we see data scattered across a wide variety of staff resources, poorly structured, improperly secured, and inadequately backed up.

The tasks of data archiving, retention, backup, and disaster recovery planning are really connected components of a well structured data management plan. The simplest and most effective way to address these tasks is to view them as a continuum, or a data life cycle – data is created, stored, then deleted at appropriate times, with appropriate security measures during each phase.

Checklist:

• Take inventory of data associated with your school and describe each data set by the above criteria.
•  Seriously question any tape backup systems that are not managed by a highly competent and trained network engineer – 80% of all tape back-up systems fail during recovery.
• Take advantage of the data retention features found in information systems you use. For example, there is no better email archiving, backup, and security solution than Microsoft Exchange Server – the program used to create the email system. Even better is when the Exchange environment is hosted offsite in Tier 3 data centers hosted by Microsoft.
• Consider a single system to manage this process to the extent possible, it will simplify your planning an  execution.
• Test, test, test – always do a full disaster recovery test to validate your plans and document your processes.

Summary

Data management planning need not be an overwhelming project. Rather it should be the logical conclusion to well-designed information systems. When implementing any technology solution, always consider it in light of your data management requirements. Be sure the system compliments your plan, but does not complicate it.

Keep legal and logical control of your data resources, ensure data is secure from all types of threats, and establish clear policies for data lifecycles – including the destruction of data when appropriate.

Contact us if you need assistance drafting a data management plan specific to your school, which may be required for your initial charter application or a grant.

Outlook - The program. Why it's better than Outlook Web Access

You’ve probably heard the (insert your favorite co-ed) joke about an ambitious young person who went to the hardware store to buy a chain saw. There’s some variation in the details, but the punch line is when the co-ed returns the saw to the store to complain about it’s lack of cutting capacity, only to be startled by the noise of the chainsaw when it was started for the first time.

If you are using Outlook Web Access to read your email, you might just be the butt of a similar joke about your email prowess.

Now before you get all offended, there are some very good reasons, on occasion, to use Outlook Web Access. If you are borrowing a computer, using an internet Kiosk, checking an email on your run through the airport, or attending an offsite training;  then of course Outlook Web Access is a great tool and it is surprisingly similar to Oultook on the desktop.

In fact Microsoft went great lengths to create a Web enabled interface that even looks and behaves as much like Outlook as possible. Which begs the question – why spend so much energy on creating a Web interface that behaves so much like the real product? The answer is not because it works as well as the desktop program, it doesn’t!

If you are sitting at one place most of your working day, then you really ought to consider the advantages of a real Outlook experience.
 
Here are 10 reasons why you should be using Microsoft Outlook, the desktop version:

1. It’s Faster – This should be reason enough, but I continue to be surprised at the number of users at our schools who log onto Outlook Web Access instead of using the program sitting right on their desktop.
2. It’s Always On – Even when your internet access is down, Outlook keeps on going. It remembers everything you do while offline and synchronizes your work when you reconnect.
3. It works Automatically – Outlook checks your email even when you are not working in it. And it does so every 15 minutes, unless you change the default send and receive settings.
4. It checks your work better – The Outlook on your desktop is much like Microsoft Word, and has better spelling, grammar, and word/phrase checking.
5. It does profiles – Need to work with two different email accounts? And not just on the receiving end. Outlook maintains separate profiles for separate email addresses, allowing you to work in two organizations with that organization's domain based email.
6. It has add-ins - there are a number of very useful add-in programs, or utilities that enhance the features in Microsoft Outlook. One of our favorites is the email connector that integrates Microsoft Dynamics CRM (see our education resource management solution) and Outlook. This one reason alone makes the case for desktop Outlook.
7. It is much more customizable – Wallpaper, themes, fonts, colors, and design elements are all much more robust in the desktop version of Outlook. But be careful, sometimes your artistic interpretation makes for very difficult reading .
8. It has a much better search function – although you can search in both versions, the desktop version is much more efficient. And try deleting 500 messages in an overflowing OWA inbox. It takes forever!
9. It works with dial up – Okay, this is kind of cheating on the speed front. But you can actually have a reasonably robust email experience with only dial-up internet service. That’s because Outlook decides on what to download and does so in the background.
10. It has a Ribbon – The ribbon contains an amazing number of formatting commands  and features that are not available in OWA. And if you are doing any kind of serious email composition, you will find those features very handy.

Once you begin using the real version of Outlook, you may find features not mentioned above that you really like. In fact you may begin to like these features so much that you actually look forward to greeting your inbox each morning.

OK, so that is probably a stretch.

But, by using the real Outlook you may have more free time to do something other than email. And I can do something other than writing about it.

What’s that noise?