I had the opportunity today to try and help someone use CT Summation over the phone. Even though I’ve been using the program pretty extensively for a couple of weeks, it wasn’t until today that I made the connection to Office 2007.

You see, in Summation, your toolbars, and menus change based on what part of the database has “focus”. There are certain features that are either not available at all, or located in a very different place if you aren’t currently focused on the image, the OCR document, the Case Explorer, etc.

As I was trying to help someone do an OCR search, I realized just how difficult it can be to walk them through things because you can’t see where the focus is. It then dawned on me that if we ever move to Office 2007, the users who have been using Summation will have one big advantage and be higher along the learning curve then those who haven’t. On the other hand, I realized that doing phone support for folks is going to be a bit more complicated. You’ll have to make sure you have the correct view as the first step before you start walking them through a solution, otherwise you may wind up giving instructions that the user can’t follow.

Either way, I’m glad we won’t be making that upgrade for a long time. :)