This Wednesday at the Sydney Business & Technology User Group (SBTUG) is looking really good with five demos scheduled. Yes, five! And I think we can still squeeze in one more if there’s anyone still undecided...

When: This Wed 30 July 2008

  • Time: 6pm (until approx 8:30pm)
  • Where: Microsoft, North Ryde
  • Contact: Craig Bailey : 0413 489 388
  • Cost: Free (Pizza all provided)
  • More details: www.sbtug.com

Here’s the list of Demo presenters so far:

all presenting their favourite 2008 Stack feature – it’s sure to be an informative night.

Please come along and support them – I know a few have been burning the midnight oil putting their demos together.

 

Details of OBA and VSTO presentation

After the demos and pizza I’m going to be taking a high level look at Office Business Applications (OBA) and Visual Studio Tools for Office (VSTO).

Thanks to people who responded to my email asking for suggestions – I appreciate your feedback and have incorporated much of it into the presentation.

Here’s what I’ll be covering:

  • What are Office Business Applications? (see also my earlier blog post)
  • Understanding Line Of Business apps
  • The technology underlying OBAs
  • Some examples and case studies
  • Introduction to VSTO
  • Comparison of VSTO and VBA
  • Overview of VSTO deployment
  • VSTO examples
  • Open session for members to share their own experiences (a number of you have experience with VSTO and are willing to share)

 

Facebook

Don’t forget, if you haven't already, you can join the SBTUG group on Facebook.

And please RSVP for Wed night’s event here to let us know you are coming.

Help promote SBTUG

I need your help - please spread the word about SBTUG – there’s a $5 Starbucks voucher in it if you do :-). Perhaps a link on your website... every bit helps.

Twitter

Last but not least, you can always follow us on Twitter here.

 


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Following on from my overview of Office Business Applications, here’s a quick list of resources if you are interested in learning more.

In general I feel that Microsoft has done a poor job of projecting a clear, consistent message about OBA. The result is a mess of various interlinking sites that offer only surface-level answers. Getting to the heart of the OBA vision is a difficult task. That said, I recommend these sites and resources to guide you along.

Web sites

OBA FAQ

Office Business Applications FAQ

Start here.

Covers the basics like ‘What are OBAs’, ‘Appropriate scenarios’, etc, but can get bogged down (eg see the question about composite applications).

 

OBA Central OBA Central
As per its name, probably the most regularly updated site for OBA related information. Includes links to all kinds of resources including how to locate ISVs, how to share your experiences, and a stack of training modules.
Has two good overview pages here and here.
OBA Home

Office Business Applications Home Page

Basically covers the components of the Office suite, plus links off to the other OBA related portals.

Includes a link to this made-me-cringe video.

 

OBA MSDN Portal Office Business Applications Developer Portal
The MSDN portal for OBA.
A little bit light on for value, and includes some out-of-date links (eg pointing to VSTO 2005SE resources like the OBA/VSTO Starter Kit).
OBA ISV connector

Office Business Applications – ISV Connector

Aimed at ISVs, and running a few promotions. But has a good set of resource links at the bottom of the page

 

OBA case studies

Office Business Applications Case Studies

64 case studies covering OBA solutions. Worth spending some time here so that you get a good understanding of what companies are achieving with OBA.

OBA architecture overview

Office Business Applications architecture overview

A good overview document (Word download) covering the architectural approach applicable to building OBAs

MSDN article MSDN Office Developer Centre Article
This excellent article, whilst long, covers the components of OBA quite thoroughly, and also outlines the reasons for choosing VSTO V3 for your OBA development (even if the ‘value proposition’ diagram still refers to V2). Dives into VBA considerations and deployment also. Highly recommended.
   

 

Specific resources

MSDN Webcasts: I recommend these two webcasts on OBA (by Steve Fox) – especially the one for Business Analysts.

OBA Webscasts

Demystifying OBA for Developers

Demystifying OBA for Business Analysts

(Make sure you download the WMV replay – not the actual webcast – the webcast download is full of syncing problems)

After reading all the different OBA sites it was Steve’s webcast that finally pulled all the pieces of the puzzle together for me – highly recommended.

   

 

Blogs

OBA Team blog – a surprisingly disappointing blog that hasn’t been updated for months – only mentioned here in the hope that it improves in the near future, given it is the main blog on OBA.

Steve Fox – covers OBA, SharePoint and some VSTO.

 


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Office Business Applications is a term getting bandied about a fair bit these days.

What is it exactly? Well, answers differ, and you’d be forgiven if you thought it was as simple as using Office to build Applications for use in Business.

The purpose of this post is to try to get some simple high level understanding of OBAs. In later posts I’ll be digging into resources and also covering VSTO. (As per usual this is covered under my ‘well duh’ disclaimer.)

OBA - Concept

The concept behind OBA is perhaps best summed up in the following quote from the OBA Central site where they state:

“Office Business Applications are a new breed of application that… turn document-based processes into real applications.”

This sums up the main aim of OBAs: they are document based.

OBA - Delivery

But what about the delivery – the technology enabling it? This is where it can get overwhelming. OBAs can encompass a huge range of technologies. The Microsoft Office suite of course, but also (and perhaps predominantly) the Microsoft Servers with SharePoint Server being key, followed by Unified Communications (Office Communication Server), Exchange and Groove Servers. It also extends to non-Microsoft vendor products including SAP, PeopleSoft, even CAD programs.

Here’s how they fit together:

Simplified overview of OBA

(Note: this is my own summary of OBA – based on an excellent Steve Fox webcast on OBA)

Line Of Business (LOB) applications

To really understand how OBA sits together we need to agree on what Line Of Business (LOB) applications are.

What are LOBs? Wikipedia is reasonably sparse on details but captures the main point: LOBs are related to business needs. SearchCIO has a more helpful description, highlighting that LOBs are vital to running an enterprise. That is, they are a set of processes/applications that run your business (or a division ie line of your business), and can be complex and deeply integrated with a number of systems. In terms of OBA they can be Microsoft provided (eg Dynamics) or other vendors (common examples are PeopleSoft, Oracle, SAP).

It can get blurry though – for example, why would Microsoft Dynamics be a LOB app and Exchange not? The distinction comes down to how they are used. If you just install one of the Dynamics apps and use as is to enhance a few processes then it’s probably not a LOB tool. But if you use it as a fundamental aspect of your business, to the extent that part of your enterprise relies on it, then it is a LOB app. Similarly, if you dramatically enhanced Exchange and built crucial business processes on top of it, then yes, it moves from being just a Server, to a LOB app.

When we talk about Oracle, PeopleSoft etc as a LOB app, we are talking about them being crucial to everyday business. Just installing an Oracle server somewhere in the IT department does not make it LOB…

Thus, summarising again the delivery aspect of OBA, here’s what we’ve got:

OBA = Microsoft Office + Microsoft Servers + LOBs

Digging deeper into the Microsoft Stack

This helpful diagram from the Office Business Applications Architecture Overview (well worth downloading – it’s a Word doc) helpfully puts it in context.

Office System Logical Architecture - click to enlarge

Looking through the diagram you’ll see that just about every facet of Microsoft’s Office, Server and Developer tool set offerings can be directed into an OBA scenario.

Admittedly this diagram is a little out of date (eg it refers to the previous version of VSTO, there’s no mention of Expression etc) but it does show the scope of OBA.

By the way, you’ll notice that most of the discussion around OBA is concentrated on Office 2007. What happened to Office 2003?

Whilst not specifically excluded (and in a later post I’ll be covering how Office 2003 is fully supported in VSTO) Microsoft’s push is definitely focused on Office 2007.To that end, just about every example, overview and case study features Office 2007.

OBA- Why?

Why is OBA so important?

The beauty of OBA (for me) is the way it brings together such a wide range of technologies, and aligns them for a common purpose. That purpose will be specific to each organisation of course, and by having a glance through the OBA cast studies site you’ll quickly appreciate how diverse and powerful they can be.

 

 

 

 

 

In terms of business benefit there’s plenty of compelling information about ROI and so forth on the OBA sites. But have your BS filters on, the figures that get bandied about are on the best case side at every turn, and sometimes are complete fantasy (marketing gets carried away for example when they try to make unrealistic licensing cost per person arguments). And whilst I agree that Office 2007 adoption is high (much higher than say Vista), we need to be careful when stating that OBAs provide significant training advantages because users are familiar with the Office interface. The fact is, to many enterprises the Office 2007 ribbon re-training is a hidden cost they can’t quantify.

But my intention here isn’t to nitpick, rather it’s to say that building OBAs isn’t an open and shut case when it comes to training cost.

To me the value of OBA development is in other key areas - surely the main benefit of OBA is the ability to:

  1. Use what you know
  2. Use what you have

Use what you know

There’s been cases where a new CIO joins an enterprise and successfully changes their entire infrastructure (eg comes in, chucks out Java and rolls out .NET, or vice versa). The reason these events happen is because the CIO knows they can get results simply because they have achieved success with those tools before, and they know how to manage the implementation.

This is extreme of course, but my point is that a particular technology choice is rarely right or wrong, rather its about whether you know how to make the technology choice work. The reason I mention this is because when it comes to OBA, many CIOs already know how to make two-thirds of the equation work (that is, they know Office, and they know Microsoft Servers). And this trickles down to all areas (users with Office, IT with SharePoint & Exchange, developers with .NET etc).

Summary: OBA may or may not be the best technology architecture – but it will often be the best choice – simply because your IT team know how to make it successful.

Use what you have

The second benefit of OBA is the ability to use what you have (ie  minimise TCO). If you already have Office and Microsoft Servers in place, then building on top of them is a comfortable position to take. Notwithstanding the need to upgrade (eg Office 2003 to Office 2007, or SharePoint Server 2003 to MOSS) there is a considerable enterprise base in place that can be used. At this point the marketing collateral descends into ‘leverage’, ‘proven’, ‘scalable’ and other buzzword guff, but the point is valid.

Again, the actual technology may or may not be the best, but having it in place offsets costs required to develop functionality that might already exist in other offerings.

OBA- Who?

At this point you might be buying in to the whole OBA vision. But is it appropriate for your business? Does it apply for example, to companies with only 30 staff? Again the case study site provides good guidance here.

You’ll see for example that most examples are for large corporates (1000+ employees). But the good news is that OBA applies at all levels, and there are a few examples where companies with as few as 10 or 14 employees are using OBA to improve their business (the smaller company examples typically use Dynamics CRM as their LOB app).

In terms of where OBA is predominant, the top two industries are Finance (Banking, Insurance, etc) and Manufacturing and the top two processes are Financial processes and Sales processes.

OBA - Where does VSTO fit in?

Visual Studio Tools for Office (VSTO) is a small but vital part of the OBA discussion. It’s the main tool developers use to build the extensions to Office apps that allow interaction with LOBs. But that’s a whole topic on its own, and I’ll be covering that in a later post.

Summary

  • Office Business Applications are solutions built using: Microsoft Office + Microsoft Servers (predominantly MOSS) + LOB apps
  • They focus on automating document based processes.
  • They are applicable to companies of all sizes, but usually enterprises with hundred or thousands of employees.
  • OBAs allow companies to provide significant functionality by using What they know (Technical Knowledge) to utilise What they have (Technical Infrastructure)
  • VSTO is a small but important part of the tooling that enables OBA

[If you found this useful you may be interested in other Clarity series posts]


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