Managing our complete company using Microsoft products

S

Suzanne Woo

Greetings!

We are a small company with about 30 computer users. Some of us (management,
customer support and administration) are heavy computer users, while a few
are only touching the computer to scan a barcode and wait until a certain
label is printed.

I have already created a sheet that shows who in our company is using the
computer for what purpose, and what kind of equipment we own. This gives me
a good picture what’s going on in our company.

We are a company doing online business, which means that every single
computer is connected to the Internet and nearly all of us have to access a
web application. We have our main office, a handful of remote workers, and
two small branches with not more than 5 computers each.

Apart from the web application (which runs through Internet explorer and is
hosted outside the office), most of our users need their computers for IMAP
Email, printing, MS Word, and MS Excel. Some of us have PGP, Acrobat
Professional, diverse file transfer and CD/DVD burning software, Image
Processing, HTML and a couple of specialized Windows packages (Accounting or
Programming).

In our main office, we currently have Windows based servers used as Active
Directory, Mail Server, File Server and Print Server. There is a total of
25 Windows workstations at the main office currently.

The two branch offices are completely separate and one has their own Active
Directory and network, while the other one has 6 peer-to-peer Windows 2000
PCs.

Our complete computer and network infrastructure has been built during the
years by ourselves, without real specialists. We are just a couple of heavy
computer and Internet users facing the need to add more, clean up, upgrade
licenses, increase network capacity, rent a bigger office, buy more PC’s,
replace old PC’s, and so on -- and all this frequently.

Because we are looking into expanding our company further in 2005 and plan
to hire about 10 new people, we will have to add equipment once more. The
equipment is not our only worry. The company reached a size where managing
documents, sharing tasks, workflows, communication and managing knowledge
became difficult to manage.

We do not have a system administrator, and we do not have the resources or
knowledge to properly plan and extend our network and “business platform”
further without professional help.

Unfortunate, we are also in a position where we cannot outsource due to the
confidentiality issues that come with our business, and simply because of
our geographical location. We would rather want to invest into our own
network engineer or network administrator, who comes with experience and
knows what we need, who can give us a hand and train our employees and
ourselves where needed, and who makes sure that the daily operation runs
smoothly and people have guidelines (backups, anti-virus) to follow and
understand them.

We are using IMAP Email as our primary means of internal and external
communication, and due to the missing system administrator (and personal
preferences of the business owners), we failed to integrate an Exchange
server combined with Outlook into our business. Every single employee,
including all the managers and supervisors, are manually remembering their
tasks, deadlines, schedules and such, and everything is done manually.

We would like to have a solution such as a combination of Exchange and
Outlook in place, mainly for calendar and tasks (communication itself works
actually pretty well with IMAP/MDaemon). This of course should work with
Outlook itself (in and outside the office through Firewall) or using the
Exchange web mail client (again, in and outside).

But the main thing we are looking for is some software that helps us to put
the complete workflow of our company into a database, helps us to assign
tasks, see all the departments, available resources, bottlenecks, and
dependencies.

We hope that MS Project, combined with a couple of other MS applications
(Exchange, Outlook, Sharepoint, whatever) could be helpful. Provided that we
find out what kind of person we need to hire to get all this up and running,
get some knowledge how to keep it running, and get training how to use it.

We have been avoiding this step for too many years, not willing to pay a
huge amount of money to Microsoft for such expensive applications, not
willing to accept the overhead of getting such applications installed and
customized, not willing to accept the security holes and risks that
apparently come with Microsoft products. We have reached the point where we
need a stable platform to work with, we need some help and hope to get it
through these Microsoft solutions.

After reading that entire long story here and by knowing that the persons
who wrote this are doing all of their project management and enterprise
resource management the old fashioned way (manually), do you have any
directions you can give us?

What kind of person are we looking for? By looking at some jobs web site, I
believe we are looking for a “System Engineer” and a “System Administrator”
(both in one person).

What kind of certificates does this person need? I’ve heard of something
like MCP, MCSE, MCSD, etc. What we need is a person who knows technically
how to get our servers and systems up and running, knows how these
applications work and what they are used for. Before getting to work, this
person needs to analyze not only the current IT infrastructure with us, but
also analyze some of our business logic and office/administration procedures
to understand our needs and how to implement the new systems best. Getting
things up and running and provide user guides and training for everyone is
only the tip of the iceberg.

What Microsoft products are we looking at here to manage our company
resources (especially workflows, tasks, schedules, dependencies, documents)
through our valuable Windows 2003 servers? Is our guess with MS Project a
shot into the right direction? Is Exchange is needed under any
circumstances? What else is there and we didn’t already mention? Visio?

What is your best guess for such an implementation to setup the systems and
get things up and running, and to train people and make them using it? The
company management is open-minded, technically talented, and everyone has
10+ years computer experience. The core-management comes from the
programming field, and all other employees have long-term MS Office and
Windows experience.
 
S

Steve House [MVP]

I'll let others address the majority of your questions but your question
regarding the suitability of MS Project to document the workflow etc is, in
my opinion, not a very good choice. MS Project is designed and optimized
for developing project plans. A project can bes defined as a "time limited
undertaking with observable beginning and ending points that results in a
unique product or result." In that context, Project would be an excellent
tool to use to plan and monitor your expansion and upgrades but once the
expansion is complete that project is done and MS Project would drop by the
wayside. It is NOT a very suitable tool to track and monitor the overall
workflow within your organization or manage its staff and ongoing
line-of-business operations.

By "outsourcing" I presume you're talking about hiring an outside consulting
service to assist you in planning your expansion and managing your
operations afterwards and you object to that approach for reasons of
confidentiality. I find that many companies are overly paranoid about such
issues, vastly overestimating just how interested in their data persons
outside the company might be, but be that as it may, if you stop to think
about it, there is no greater risk of "leaking" confidential information
with a reputable consulting firm than there is with an on-staff person.
Most leaks are traced to accidental disclosure from within or to actions of
disgruntled or terminated employees. The risk or safety to your data
ultimately will be 100% dependent on the honesty of the individual doing the
work regardless of their status. His or her status as a consultant versus
employee won't affect their personal sense of ethics and the bottom line in
selecting them is always going to boil down to whom you feel you can trust.
Indeed, some of the most highly classified data in the defense industry is
routinely handled by consultants and contractors. Personally I have signed
many non-disclosure agreements as part of my work and over the years have
had necessary acess to data that is highly confidential such as legal or
medical patient records - in fact, if the client doesn't request an NDA I
often volunteer one - and I consider my continued employability to be
driven, in part, by my ethics in honoring them. I would expect most
reputable consulting firms to behave the same way. In fact, I have declined
work where it appeared the prospective client expected me to reveal
confidential information about other clients, install pirated software, etc.
If anything, consulting firms would be safer than employees in that regard
since their continued viability is based 100% on their reputation whereas a
prospective employee might always have lied on his resume. There are many
factors that should enter into a decision to hire a consultant versus
bringing someone on staff, but the risk of exposure of confidential
information really shouldn't be one of them and being unduly worried about
it may cause you to give short shift to other, more important,
considerations.

HTH
 
S

Suzanne Woo

Hi Steve

that was very helpful, at least now I know that Project is not perfect for
workflow and line-of-business operations. Project (and all other MS
applications) are a big mystery to us. I guess we have to go through a
learning phase before we make our final decisions.

Would you know any MS application that would be doing or at least be the
foundation of what we are looking for? "Line-of-business operations" would
be the correct wording, I was looking for this.

I fully agree with your point on confidentiality, and we do have no problem
in general on that. But we are in a country where these rules don't apply or
especially exactly these ethnics are ignored and/or not existing. At the
place where we are, it is even a plus if you bring information from your
ex-employee or previous contractor, it gives you a better salary. People
consider this as part of their carrier, it's natural for them to work 2
years for company A, then take all their established customers and go to
company B with them or just open up company B by themselves. It's Asia, the
piracy hotspot and the place where people still have to learn a lot (Japan
is an exception).

Some of our people are from other places on this planet, with them we can
count on these rules and ethnics, but not with local employees which are
therefore only in positions where no harm can be done. It sounds maybe
weird, but that's why you have lots of expats in Asia, unless it's a 100%
Asian company which is not even aware of this. We are a small company in
Asia, but the core is from the western world with western word ethnics (or
was at least raised in the western world).

Suzanne Woo
 
S

Steve House [MVP]

I'm not sure what you're trying to do with the workflow. There are many
tools that can help you organize the process - Visio, for example, has
excellent tools for building process flow charts, organizational charts,
etc, but they don't actually manage anything. There is no single "General
Management Software" that will do it. MS offers modular packages such as
Great Plains or Solomon that may have some of the things you need and would
be worth taking a look at. It sounds like you already have the core desktop
applications and infrastructure for such things as word processing, email,
file serving, etc.

Take a look at this URL for info on some of Microsoft's systems for
line-of-business management that go beyond their desktop and network
infrastructure offerings.

http://www.microsoft.com/BusinessSolutions/default.aspx

It sounds like your most critical need is for someone who can function in
the role of a Chief Information Officer for your company more than you need
a network engineer or resident system administrator and computer expert. By
that I mean you have to look beyond just technical knowledge and find
someone who has not only the technical awareness but even more important is
the overall business management expertise to help rationalize your processes
and help define your needs for information resources such as databases etc.
At this stage of the game, analysis and management expertise is more
important than technical expertise - you can always hire or rent technical
help to set up a client database for example, once you've defined your needs
but without first clearly defining your needs and objectives, you have no
basis to even evaluate potential technical resources and solutions against.

HTH
--
Steve House [MVP]
MS Project Trainer & Consultant
Visit http://www.mvps.org/project/faqs.htm for the FAQs
 

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