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Prepared by © 2010 Lasselle-Ramsay Presented by Part II of DITA in Production Why Customer-Driven Content is the Gold Standard for Documentation Presented by Joan Lasselle, Lasselle-Ramsay, Inc. Chip Gettinger, SDL, VP, XML Solutions

Why Customer-Driven Content is the Gold Standard for Documentation

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Page 1: Why Customer-Driven Content is the Gold Standard for Documentation

Prepared by © 2010 Lasselle-Ramsay

Presented by

Part II of DITA in Production

Why Customer-Driven Content is the Gold Standard for Documentation

Presented by Joan Lasselle, Lasselle-Ramsay, Inc.

Chip Gettinger, SDL, VP, XML Solutions

Part II of DITA in Production

Why Customer-Driven Content is the Gold Standard for Documentation

Presented by Joan Lasselle, Lasselle-Ramsay, Inc.

Chip Gettinger, SDL, VP, XML Solutions

Page 2: Why Customer-Driven Content is the Gold Standard for Documentation

Who Is Your Customer?Who Is Your Customer?

Page 3: Why Customer-Driven Content is the Gold Standard for Documentation

PollPoll

• Learn• Confirm existing knowledge• Practical, proven approach

Page 4: Why Customer-Driven Content is the Gold Standard for Documentation

What We’ll Be Exploring TodayWhat We’ll Be Exploring Today

Defining customer-driven content

Developing personas

Linking personas to the content

New content delivery capability and models

Page 5: Why Customer-Driven Content is the Gold Standard for Documentation

What is Customer-Driven Content?What is Customer-Driven Content?

Page 6: Why Customer-Driven Content is the Gold Standard for Documentation

Content InfrastructureContent Infrastructure

Page 7: Why Customer-Driven Content is the Gold Standard for Documentation

Revenue DriversRevenue Drivers

Return Business

Increased Purchase

Referrals

Feedback

Page 8: Why Customer-Driven Content is the Gold Standard for Documentation

Content InfrastructureContent Infrastructure

Page 9: Why Customer-Driven Content is the Gold Standard for Documentation

Lots of Content, Only One Set of EyesLots of Content, Only One Set of Eyes

Page 10: Why Customer-Driven Content is the Gold Standard for Documentation

The Power of Personas: A Face, a Name and a VoiceThe Power of Personas: A Face, a Name and a Voice

“An idiot from the street should be able to run the machine after 5 minutes.”

TimSeller

“Doctors are so dependent on the techs. That’s why it’s so important to know the ins and outs, to be able to troubleshoot.”

VickiU.S. Operator

Dr. FischerClinician

“The less you use the device, the less time you’re interested in investing in it.”

KaitoJapanese Operator

“I don’t have enough time to learn a new system. I need to work and making time to learn is hard.”

Page 11: Why Customer-Driven Content is the Gold Standard for Documentation

User Persona Snapshot User Persona Snapshot

“I’m okay with the start up documentation that I was given. It’s a little bit harder without a mentor.”

RonExperienced Designer

NaveenSystem Architect

JamesPCB Designer

EeshaNew Designer

“The need for information changes depending on where you are in the design process.”

“Documentation and FAE are critical to our success.”

“Will not start the design process until I have complete information.”

“I’m okay with the start up documentation that I was given. It’s a little bit harder without a mentor.”

Page 12: Why Customer-Driven Content is the Gold Standard for Documentation

Understanding the User: How You Can LearnUnderstanding the User: How You Can Learn

Know your customers

Know what your customers need to know and do

Know the content they need and how they need

to receive it

Page 13: Why Customer-Driven Content is the Gold Standard for Documentation

User PersonasUser Personas

• Demographic description• Job responsibilities• Technical profile• Personal profile

– Goals, needs, and anxieties

– Problem-solving approach

• Learning style– Basic learning approach

– Best and worst learning experience

– Obstacles to attaining proficiency

Page 14: Why Customer-Driven Content is the Gold Standard for Documentation

User Scenarios User Scenarios

• Used to build use cases and requirements

• Reflects goals that link to proficiencies

• Based in reality – a day in the life

• Shows team interaction

Page 15: Why Customer-Driven Content is the Gold Standard for Documentation

Task AnalysisTask Analysis

Clin

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ns O

pera

tor

s

Sys

tem

A

dmin

Bio

-med

Te

ch

Fie

ld

Ser

vice

Tra

ine

r Sup

portTask

— User Tasks —

Understand workflow • • • • • • •Prepare the system • •Login • •Perform a session for a new case • •Create case information • •Edit or delete a usage profile • •Start & stop recording for a manual run • •Start & stop automatic pullback • •Review run • •Create or delete a bookmark • • Edit a bookmark • •

Cli

nic

ian

s

Op

erat

ors

Sy

ste

m A

dm

in

Bio

-med

Tec

h

Fie

ld S

ervi

ce

Trai

ner

Su

pp

ort

Sel

lers

Ap

pro

vers

Page 16: Why Customer-Driven Content is the Gold Standard for Documentation

Customer LifecycleCustomer Lifecycle

Lifecycle

X

X

Page 17: Why Customer-Driven Content is the Gold Standard for Documentation

Content: There’s lots of it and it’s messyContent: There’s lots of it and it’s messy

Page 18: Why Customer-Driven Content is the Gold Standard for Documentation

The Multiplier EffectThe Multiplier Effect

Page count: 400 Page count: 2,000 Page count: 8,000

Page 19: Why Customer-Driven Content is the Gold Standard for Documentation

PollPoll

• Working in MS Word• Using unstructured FrameMaker• Using an XML authoring tool• Using XML authoring and component content

management

Page 20: Why Customer-Driven Content is the Gold Standard for Documentation

To Manage – a Paradigm ShiftTo Manage – a Paradigm Shift

• Content locked in context• Information can’t easily appear in multiple context and

can’t be tailored readily to audience• High costs of formatting• Content gets out of synch and difficult to refresh• Customers can’t find what they need

• XML Topic Methodology• Content can be reshuffled for deliverable• Same content can live in multiple outputs• Content can be delivered easily as web pages to

consume• Metadata and conditions can allow content to be tailored

on the fly • Content can be easily refreshed

Traditional Book Methodology XML and Dynamic Publishing Methodology

Page 21: Why Customer-Driven Content is the Gold Standard for Documentation

Flexibility of Topics to Manage VariantsFlexibility of Topics to Manage Variants

VariationsOf Deliverables

Market SegmentsVariations in Customer

Profiles

Product Variations

Page 22: Why Customer-Driven Content is the Gold Standard for Documentation

Dynamic Publishing Business BenefitsDynamic Publishing Business Benefits

• Customer satisfaction tied to revenue– Ability to find content faster– Get content relevant to me– Provide feedback to content developer

• Reduced cost of goods – Ability to see what content is used and not used by consumers– Reduce and eliminate content and translation for content not used

• Control Call Center costs– Updated and relevant content quickly drives down calls to call centers– Content easier to find drives down call center calls

• Profiling of users– See how customers use content– What content is consumed most frequently?– What content is never consumed?

Page 23: Why Customer-Driven Content is the Gold Standard for Documentation

Content InfrastructureContent Infrastructure

Page 24: Why Customer-Driven Content is the Gold Standard for Documentation

Process: Map It Process: Map It

Page 25: Why Customer-Driven Content is the Gold Standard for Documentation

Team: Who’s on the Bus?Team: Who’s on the Bus?

Page 26: Why Customer-Driven Content is the Gold Standard for Documentation

Continuous ImprovementContinuous Improvement

Page 27: Why Customer-Driven Content is the Gold Standard for Documentation

Focus on the User, the Rest FollowsFocus on the User, the Rest Follows

Defining customer-driven content

Developing personas

Linking personas to the content

New content delivery capability and models

Page 28: Why Customer-Driven Content is the Gold Standard for Documentation

SDL Discovery Day Process SDL Discovery Day Process

• SDL assists you in finding business value• Provides focus and ability to refine strategies• Process of interviews with key individuals

– Understand specifics nature of your business

– Share best practices and ideas deployed by other companies

• Share results and ROI

Page 29: Why Customer-Driven Content is the Gold Standard for Documentation

Contact UsContact Us

Joan [email protected]

(650) 968-1220

http://cia.lr.com

www.LR.com

Chip [email protected]

(415) 378-3791

www.SDL.com