Workflow Integration in Microsoft Office Collabrating and sharing information! Brought to you by: People-OnTheGo www.people-onthego.com www.people-onthego.com.

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Presentation transcript:

Workflow Integration in Microsoft Office Collabrating and sharing information! Brought to you by: People-OnTheGo Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Office Applications Microsoft Word Microsoft Excel Microsoft PowerPoint

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Today’s Session Scenario Based Business Concepts & Techniques Tips/ Shortcuts

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenarios we will cover Scenario: Departmental Budget Scenario: Completed Budget Scneario: Marketing Plan Scenario: Completed Plan Scenario: Etiquettes Document Scneario: Marketing Presentation Scenario: Completed Presentation

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Departmental Budget Situation: Your are the CFO, preparing your yearly budget, and want the department managers to update their budgets Moral of the story: Protecting information, Sharing workbook, Sending for Review

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Excel Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Protecting sheets Unlocking cells Sharing Workbooks Sending For Review

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Completed Budget Situation: You receive the budget information back from the different departments, and want to review and consolidate. Moral of the story: Merging workbooks, reviewing changes, accepting/rejecting changes, ending sharing.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Excel Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Making Changes to a Shared Workbook Sending Changes via Highlighting Changes Displaying History Sheet Comparing and Merging Workbooks Accepting/Rejecting changes Stopping the sharing process

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Marketing Plan Situation: You are the Marketing Director, finishing the first draft of the marketing plan, and sending it to the VP of Marketing for review. Moral of the story: Protecting the document, sending for review.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Word Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Protecting the document Sending it for review

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Completed Plan Situation: You are the Marketing Director, and you receive the changes from the VP of Marketing, and merge them and end the review cycle. Moral of the story: Merging and comparing documents, ending review cycle.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Word Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Making changes Adding content Adding comments Deleting content Using “Reply with Changes” Merging and comparing documents Reviewing changes Accepting/rejection changes Ending the review cycle

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Etiquettes Document Situation: You are the project manager and you would like to create e- mail composition etiquettes for your project team. Moral of the story: Using versions to track the development of the document.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Word Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Using Hyperlinks Using versioning Viewing and comparing versions Retrieving information form previous versions.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Marketing Presentation Situation: You are the Marketing Director, finishing the presentation, and sending it to the VP of Marketing for review Moral of the story: Sending presentation for review.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. PowerPoint Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Sending presentations for review

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Scenario: Completed Presentation Situation: You are the Marketing Director, and you receive the changes from the VP of Marketing, and merge them into your original presentation. Moral of the story: Merging and comparing presentations, reviewing changes, applying or unapplying changes.

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. PowerPoint Demo Demo steps

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Review of Concepts Covered Merging and comparing documents Reviewing changes Applying/un-applying changes

Copyright © 2007 People-OnTheGo All third-party brands and names are the property of their respective owners. Your feedback Please fill out the evaluation form Report questions and successes to (include “Workshop Participant” in your subject line) Good Luck!