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© 2009 FICO Corporation. Confidential. Page
Confidential. This presentation is provided for the recipient only and cannot be reproduced or shared without FICO Corporation's express consent.
© 2009 FICO Corporation. 1
An Executive Perspective: Making DITA An Operational RealityFICO’s Journey
Ann KanaVice President, Product ServicesFICO
October , 2009
© 2009 FICO Corporation. Confidential.2
Forward-Looking Statements
Product roadmaps and similar marketing materials should be considered forward looking and
subject to future change at FICO’s discretion.
Future functionality, features or enhancements as shown are FICO’s current projections of the product direction,
but are not specific commitments or obligations.
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.3
3
» Who is FICO?
» FICO Business and Technical Drivers
» DITA – the Idea
» Selling the Vision
» Implementing GIM + DITA
» Production Results
Agenda
© 2009 FICO Corporation. Confidential.4
4
Leader in Decision Managementtransforming business by making every decision count
ProfileThe leader in decision managementFounded: 1956NYSE: FICRevenues: $822 million (fiscal 2007)
Products &Services
Predictive analytics: scores and modelsDecision management applicationsDecision management tools
Clients &Market
5,000+ clients in 80 countries9 of the top 10 companies in the Fortune 5002/3 of the top 100 banks in the world 90 of the 100 largest financial institutions in the U.S100 largest U.S. credit card issuersPrimary Industries: Financial services, insurance, retail, healthcare
Offices20+ offices worldwideHQ in Minneapolis, MinnesotaRegional Hubs: London, Birmingham (UK), Madrid, Sao Paulo, Bangalore, Beijing, Singapore
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.5 © 2009 FICO Corporation. Confidential.5
Household name in Credit Scoring
World’s #1 credit bureau score:the FICO® score
© 2009 FICO Corporation. Confidential.6
Decision Management: What is it?
» Automate, Improve & Connect
» Automate for speed and consistency» Improve targeting, relevance and results» Connect decisions across functions, channels, customer touchpoints
» Enhance Business Performance» Increase customer profitability » Grow and strengthen customer relationships» Reduce fraud and credit risk» Lower costs of making decisions
DECISION MANAGEMENTis an approach that automates, improves & connects decisions
to enhance business performance
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.7
7
» Who is FICO?
» FICO Business and Technical Drivers
» DITA – the Idea
» Selling the Vision
» Implementing GIM + DITA
» Production Results
Agenda
Business Environment Changing
Selling the Vision
Production Results
DITA – the Idea
Implementing GIM and DITA
Increasing Pressure for Expense Reductions
© 2009 FICO Corporation. Confidential.8
Legacy: Decision Management in Silos
Marketing Originations Customer Mgmt Collections & Recovery
Fraud
Cards
Auto
Mortgage
DDA
Savings
Marketing Underwriting Book Mgmt Claims / Fraud
P&C
Life
Commercial
Dis
conn
ects
Acr
oss
Pro
duct
Silo
sD
isco
nnec
ts A
cros
s P
rodu
ct S
ilos
Disconnects Across LifecycleDisconnects Across Lifecycle
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.9
Today and Tomorrow: Decision Management Suite
Marketing Originations Customer Mgmt Collections & Recovery
Fraud
Cards
Auto
Mortgage
DDA
Savings
Marketing Underwriting Book Mgmt Claims / Fraud
P&C
Life
Commercial
Man
age
Acr
oss
Pro
duct
sM
anag
e A
cros
s P
rodu
cts
Manage Across LifecycleManage Across Lifecycle
© 2009 FICO Corporation. Confidential.10
What is a “Connected Decision”?
» A decision executed within a specific Decision Management application or lifecycle area, made smarter through leveraging insights and capabilities from another application or lifecycle area, such as» Data» Shared decision logic and scores» Advanced analytic capabilities» Integrated and shared workflows
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.11
Key Design Principles of the New Architecture
Design Principle Provided Capabilities Business Result
Provide the infrastructure for advanced analytics
New analytic capabilities including adaptation and
performance management
Higher-performing analytics that reduce credit and fraud risk
Common data model Connected decisions across the lifecycle
Richer analytic models that strengthen customer
relationships and increase profitability
Decision Management suite based on a Service
Oriented Architecture
Flexible deployment of decisioning components
Greater leverage of decision services
Built on industry-leading 3rd party core technology
platform
Common, shared infrastructure
Lower total cost of ownership
© 2009 FICO Corporation. Confidential.12
The Financial World is Shrinking…
» Financial systems becoming a central nervous system
» Borders are less important» Cross-country consolidation» Investment money available across countries» Younger generations are open to “new” financial services products» Euro-zone and periphery opening tremendous opportunities
» Initiative to “Execute a focused international strategy”» FICO “Commit Countries” defined
“We expect increases in international sales revenues from outside the US to continue to grow, and may in the future grow more rapidly than our revenues from domestic clients.”
“Accordingly our future operating results could be negatively affected by a variety of factors arising out of international commerce, some of which are out of our control….”
“…operating difficulties and delays in translating products and related documentation into foreign languages"
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.13
Globalization Management Strategy
Centralized Decentralized
Number ofinternationalmarkets w/operationalpresence
3
5
10
Hybrid/ Shared
40-60% international revenue
Clear global market strategy & commitment
Success in shared processes/systems
Shared & unified global information repositories
STAGE 4
< 10% international revenue
Centrally driven operations
1-2 International satellite offices
STAGE 1
20-30% international revenue
Ad-hoc, organic growth
No process or standards
Regionally varying operational infrastructures- Processes- Systems
STAGE 2
STAGE 3
30-40% international revenue
Coordinated global market strategy
Begun move to articulated strategy
Aligning global and local market goals
FICO Goal
FICO Legacy Processes
Gap
Enterprise Globalization Evolution
© 2009 FICO Corporation. Confidential.14
Two Key Initiatives for Growth
Product
Re-architecture
Growth in
Global Markets
“Commit” Countries*CHINA (Beijing office)
*BRAZIL
US, Canada, UK, Australia
Mexico, Spain
Germany
Japan, Korea
“Common” ComponentsCase Management
Rules Authoring / Management
Security
System Administration
Data Models
Reporting
Scoring
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.15
Other Technical Drivers
» Common Development Process» Rational Unified Process adopted in 2007 to reduce risk, unify siloed
development methodologies» Iterations» Component architecture» Use cases» Reduce bottlenecks
» Efficiency in a Weakening Economy» Reuse – staffing and cost savings» Automation
© 2009 FICO Corporation. Confidential.16
16
Agenda» Who is FICO?
» FICO Business and Technical Drivers
» DITA – the Idea
» Selling the Vision
» Implementing GIM + DITA
» Production Results
Business Environment Changing
Selling the Vision
Production Results
DITA – the Idea
Implementing GIM and DITA
Increasing Pressure for Expense Reductions
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.17
• Independent teams manage ~230 books + 30 Help systems in VSS• No sharing or reuse except single-sourcing Help • Multiple reviews of similar or identical content• Large content “chunks,” cumbersome review/update process• Inefficient and costly localization
OriginationsTo Dev.
/ build
Fraud
Customer Mgmt.
Collections & Recovery
Old Process: Write FrameMaker Books
LocalizeDesktop publish / Webworks Help
To Dev.
/ buildLocalize
Desktop publish / Webworks Help
To Dev.
/ buildEdit FinalizeAuthor
Review (PDF, chapter or book)
LocalizeDesktop publish / Webworks Help
To Dev.
/ buildEdit FinalizeAuthor
Review (PDF, chapter or book)
LocalizeDesktop publish / Webworks Help
Edit FinalizeAuthorReview (PDF,
chapter or book)
Edit FinalizeAuthorReview (PDF,
chapter or book)
© 2009 FICO Corporation. Confidential.18
New Paradigm: Common Architecture
Customer Mgmt.
C&R
Originations
Fraud Model
Builder
Blaze
Advisor
COLLECTIONS
& RECOVERY
ORIGINATIONS
FRAUD
CUSTOMER MGMT
The old paradigm The new paradigm
Blaze Advisor
Model Builder
» Enables content reuse, estimated at 25%
» Requires new, flexible content in multiple deliverable formats
» Development timeline offered a window of opportunity to retool
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.19
Common Architecture’s Impact on Documentation
COLLECTIONS
& RECOVERY
ORIGINATIONS
FRAUD
CUSTOMER MGMT
The old paradigm The new paradigm
Blaze Advisor
Model Builder
Question: How do we get there?
Answer: DITA!
Customer Mgmt.
C&R
Originations
Fraud Model
Builder
Blaze
AdvisorShared
docs
© 2009 FICO Corporation. Confidential.20
Darwin Information Typing Architecture (DITA)
» Enables content reuse, estimated to be 25% for FICO’s DM Suite
» Defines topic types and a mapping mechanism to combine them
» Offers flexible, targeted documentation deliverables using DITA maps
» Repurposes content for different applications, channels or publications
» Facilitates an iterative process with topics tied to use cases
» Integrates documentation builds into the overall application build process
» Allows efficient authoring, review and translation of topics through reuse and smaller content “chunks”
» Reduces risk of schedule slips as topics are completed within iterations
DITA requires a significantly different architecture and writing style than FrameMaker, therefore it is difficult to migrate content to DITA.
Timing was perfect to launch DITA at FICO.
“DITA is an XML-based architecture for authoring, producing, and delivering technical information, introduced by IBM in 2001.” (source: Wikipedia)
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.21
DITA Maps Assemble Topics Into Deliverables
Publication Objects
=> Output (Online Help, PDF)
DITA Maps
=> Assemblage / structure
Components (Topics,
illustrations...)
=> Content
Common Topics are Shared Across Applications, and Across Multiple Deliverables in the Same Application
Common Concept
Topic
Common Task Topic
Fraud Reference
Topic
Fraud Concept
Topic
Common Reference
TopicVersioned Common
Task Topic
C&R Concept
Topic
Fraud Task Topic
© 2009 FICO Corporation. Confidential.22
Managing DITA Topics – a Potential Disaster
Case Management
Strategy Management
DataModels
SystemAdmin SecurityReporting &
Scoring
Common Component Layer
Fra
ud
Co
llect
ion
s an
dR
eco
very
Cu
sto
mer
Man
ag
em
en
t
Ori
gin
ati
on
s
DM
To
ols
revisions
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.23
Global Content Pre-2008
» Complete lack of consolidationSiloed product teams (writers, developers, product managers, budgets)
Siloed localization (project managers, vendors, Spanish locales, no tracking of internal effort or overall investment)
» Little to no TM reuseNo global strategy
Each project sent out for bids – lowest cost wins
Partially a result of growing through acquisitions
» Sparse funding
Proposed $100k localization budget
$4m estimated to localize docs for major products to 9 languages
Whoever yelled the loudest got stuff localized
How much? What ROI?
I don’t know,
I just WANT IT!!!
© 2009 FICO Corporation. Confidential.24
Docs Without Localized UI
Not the best customer experience
Ad hoc approach
to localization
Software not
internationalized
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.25
Multiple Divergent Glossaries – No Real “Master”
Misc. glossaries on the CIC
Product
glossaries
Emailed
suggestions
Product
family
glossaries
Industry glossaries
© 2009 FICO Corporation. Confidential.26
Dual Investigations for Growth
Product
Re-architecture
“Common” ComponentsCase Management
Rules Authoring / Management
Security
System Administration
Data Models
Reporting
Scoring
Tom
Goering
Reusable Documentation Components Initiative:
Identify and produce documentation topics, graphics, organizational patterns, build processes, and deployment mechanisms that can be used in multiple DM Solutions.
Growth in
Global Markets
“Commit” Countries*CHINA (Beijing office)
*BRAZIL
US, Canada, UK, Australia
Mexico, Spain
Germany
Japan, Korea
Elizabeth
Taylor
Localization Initiative:Develop a strategy, define
processes, and select tools for localization of products, documentation, training materials
and other information.
GIMGIMDITA
Carroll
Rotkel
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.27
Relationship Between the Two Initiatives
» Both of these initiatives had their own requirements
» But the fulfillment of the requirements of each can impact the other
» Just deploying a solution for product re-architecture can seriously jeopardize the growth in global markets
» Not taking steps to address the documentation challenges that are coming around product re-architecture can cripple the ability to manage translation
» FICO needed an integrated, end-to-end solution for global electronic management and publishing
Product
Re-architecture
GROWTH IN
Global Markets
© 2009 FICO Corporation. Confidential.28
28
» Who is FICO?
» FICO Business and Technical Drivers
» DITA – the Idea
» Selling the Vision
» Implementing GIM + DITA
» Production Results
Agenda
Business Environment Changing
Selling the Vision
Production Results
DITA – the Idea
Implementing GIM and DITA
Increasing Pressure for Expense Reductions
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.29
How the Stars Aligned
» Culture of Innovation» FICO had a new President, with increased focus on innovation
» Documentation team stayed current with industry trends by participating regularly in industry conferences (such as Society for Technical Communication/STC), XML training sessions, etc.
» Strong Leadership» Documentation leadership had good balance of skills – business perspective
(Department Leader, Carroll Rotkel), technical vision (Architect, Tom Goering), practical experience (Localization Manager, Elizabeth Taylor)
» Product Services conducted annual strategic planning activities, where we looked for “the next big idea” as well as opportunities for incremental changes
» Timing was everything
» Corporate direction for new component-based technology and architecture, brand new product and all new documentation (with opportunities for re-use)
» DITA tools were maturing» Localization needs were growing exponentially, and reducing these costs provided the
ROI
» Sold the solution internally as a DITA Management System
» Differentiated the solution from Content Management Systems to avoid internal confusion
© 2009 FICO Corporation. Confidential.30
Making the Case
» PoC using various facets of DITA, reusing topics from areas that were already common across products
» Demos showing cool things like developing reference topics from configuration files and generating deliverables on the fly
» Held “Discovery Day” with SDL
» Did all the usual ROI stuff – staffing efficiencies, costs, localization savings
» Distilled it all down into a concise presentation to our Executive Steering Committee» Emphasized it was THE opportune time for a change
» Writing new content, can avoid costly migration to DITA later on» Re-architecture provided a window of slower product releases
» Tech Pubs team cannot manage the level of reuse complexity required by the new architecture and localization with older tools and processes
» Saves time and money, improves quality
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.31
Iteration 1 Topics
Edit Finalize PDF
New Process: Write DITA Topics
Author Review
Automated publishing
with XSLT and scripts
Help
HTML
Client Info
Center
Edit FinalizeAuthor Review
Edit FinalizeAuthor Review
Edit FinalizeAuthor Review
Iteration 2 Topics
Iteration 3 Topics
Iteration 4 Topics
Localize
Localize
Localize
Shared ComponentsCase Management 400Strategy Management 400Data Access and Model Descriptions 400System Administration 200Installation and Release Notes 30Reporting and Business Administration 70
Pages per EDM Suite Application 1500Total Pages (all 4 apps) 6000
Shared pages across EDM Suite Applications 30%Shared pages 450
Shared Translated Pages (10 markets) 4500
Localize
© 2009 FICO Corporation. Confidential.32
Managing Topics/Content for DITA and Localization
» Managing complexity of DITA topics with different conditions, variables, and versions for each product or deliverable is a challenge
» Managing this complexity compounds with global expansion
» Managing localized DITA topics without translation management is also complex
» Reduce cost and improve quality and efficiency with DITA management and translation management tools
DITA Topic MappingManaging Topics for Localization
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.33
Localizing DITA Topics in TMS
» No way 1 Loc. Mgr. could deliver 5 products in 5 languages without automation
SDL Trisoft Component
Content Mgmt.
Instant reporting
(Loc. Mgr. )
CMS?
Reduced overall translation costs
Automated workflows
Improved visibility of projects
Multi-vendor strategy
Improved efficiency of reviewers and translators
Improved quality and branding
Faster time to market
SDL Translation Mgmt. System
(TMS)
» 70,000 topics in x languages, each with x deliverables (PDF, Help, InfoCenter)
DMS?
Instant estimates
© 2009 FICO Corporation. Confidential.34
Lowering Cost of Localization
Global Information Management (GIM) software can dramatically reduce overall translation costs
Combined with DITA, eliminates resending content that has already been translated
Combined with DITA, eliminates localization cost on layout and publishing
Reuse translations 50% through higher Translation Memory (TM - repository of previously translated content) leverage
Allows for multi-vendor strategy (choose an in-country vendor for lower cost) while maintaining Translation Memory integrity
Automates workflows and speeds time to global markets
Pushes files from their repository to the Translation Management System (TMS)
Automates cost estimates through TM analysis and pricing models
Sends email notification for each workflow task
Allows task assignment/re-assignment and completion tracking
Improves efficiency of reviewers and translators
Determines the size of the jobs (number of pages) so firm delivery dates can be determined upfront
Handles reviews on-line with the ability to preview copy in-context
Eliminates manual file transfers to reviewers and translators
Shades out 100% matches so only new content is reviewed (time savings)
Tracks and maintains comments centrally for shared access by translators and reviewers
Improves quality and controls branding
Links to and enforces approved glossary terms and previous translations through Translation Memory and a Terminology Database
Incorporates review changes and new terminology centrally for continual quality improvement
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.35
Tools to Enable Documentation and Localization Efficiency
To implement DITA and lower translation costs, we need new tools:
Authoring tools (to create XML DITA topics)
Author Assistant – to leverage previous translations, enforce consistency across topics
Translation Management System (TMS) - to automate workflow and manage language
assets
DITA Repository
Translation Memory (TM) repository - to store previously translated text segments
Multi-term - Terminology database
DITA Repository and Management System (DMS) - to track topic versions, links, etc.
DITA rendering engine - to produce PDF, Help and other output deliverables
Authoring Tools
Global InformationManagement
Localization Global PublishingGlobal Authoring
Repositories
HT
ML
TMS
Hel
pP
DF
TM /Review/Terminology Mgmt
Workflow
Versioning / Reuse
Workflow
DITA
Authors Reviewers Project Managers
Localization PMs
Localization Vendors
TranslatorsReviewers
GlobalPartners
Global Customers
Ren
deri
ng
En
gin
e
© 2009 FICO Corporation. Confidential.36
Year 1 Year 2 Year 3 Year 4 Year 5 5 Year TotalCurrent Process Costs
(No XML) $2,153,176 $2,268,621 $2,446,475 $2,664,736 $2,864,164 $8,479,736
Costs with SDL Technology and XML $1,486,524 $1,310,518 $932,887 $996,315 $1,053,671 $5,779,915
Total Savings with SDLTechnology and XML $666,652 $958,102 $1,513,588 $1,668,421 $1,810,493 $6,617,256
NPV $5,098,754
Projected Globalization Costs/Savingswith SDL Technology and XML
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
Year 1 Year 2 Year 3 Year 4 Year 5
Current Process Costs(No XML)
Costs with SDL Technologyand XML
Process Efficiencies AND Cost Savings!
CDA VECTUS MBPA TRIAD BLAZE
Trans. costs $25,633 $39,205 $35,360 $53,556 $92,485 $246,239
DTP/QA/Help $13,370 $15,123 $15,990 $17,835 $40,069 $102,387
Total Project Cost $43,234 $60,642 $56,929 $78,861 $146,140 $348,626
Now is the opportune time to enable flexibility and efficiency. Can avoid costly migration of legacy content to DITA. Have efficient processes in place for future growth. DITA has become the standard for enterprise TechPubs.
Adobe, IBM, VMWare (and on and on) have made the move and seen significant, confirmed reductions in cost.
FICO’s clients will benefit from similar look, feel, structure and integration across DM documentation: a key goal of the DM Suite initiative.
See chart to right: if the docs had been written in DITA, FICO would have saved >$100k in localization costs
Current project: CHINESE only
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.37
Documentation Staffing Projections
» Assumptions:» Writing for new products is more labor-intensive than writing for maintenance and enhancements
» 20/1 Developer/Writer for maintenance / enhancements currently» 10/1 Developer/Writer ratio for new products» Metrics for new documents were gathered and pages/day projections were used to confirm writer estimates
» DM Suite has 220 Developers and QA» Using DITA will enable 25% reuse of common topics
» The FrameMaker approach requires 5 more writers than the DITA approach» With FrameMaker, we will need to hire 3 incremental writers to complete Fraud and C&R» Using DITA, we will gain long-term efficiencies and be able to reduce current staff by 2 following initial DM Suite releases
Documentation Staffing Comparisons
0
5
10
15
20
25
30
35
Frame/WebWorks DITA Year 2-3projections
Hea
dco
un
t
DM Tools
DM Applications
Maint./Enhancements
© 2009 FICO Corporation. Confidential.38 © 2009 FICO Corporation. Confidential.38
Executive reaction after hearing DITA/GIM proposal:
“You’re saying this improves quality and saves us money? I’d say that’s a no brainer.”
VP, Product Management
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.39
39
» Who is FICO?
» FICO Business and Technical Drivers
» DITA – the Idea
» Selling the Vision
» Implementing GIM + DITA
» Production Results
Agenda
Business Environment Changing
Selling the Vision
Production Results
DITA – the Idea
Implementing GIM and DITA
Increasing Pressure for Expense Reductions
© 2009 FICO Corporation. Confidential.40
DITA Training
» Contracted with IBM to provide in-house training on information architecture (IA) and DITA authoring» IA training – 3 days» XMetaL training – 4.5 days» Flew in managers for IA; other writers attended over web
conferences» Flew in everyone for hands-on DITA training in XMetaL» Recorded all for future needs
» “Train-the-trainer” sessions with SDL Trisoft for tech leaders
» Process Committee developed in-house training and documentation on DITA tools and workflows, and presented it over a series of twice-weekly two hour web conferences
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.41
DITA Implementation Timeline
» DITA / XMetaL training
» Workgroups develop essays to find a common understanding of their areas. Identify key terms.
» Develop context-sensitive Help delivery mechanism with Common Components group
» Begin DITA department standards, templates, output scripts» Committee charters, team
sites, communication processes
» Initial issues lists, plans
» DITA conversion of usable legacy documentation started (used localization budget from savings in DITA)
» Finalize Trisoft configuration
» Develop and document department DITA standards and procedures» DITA Authoring Guide –
XMetaL and element usage» Base DITA templates and
reusable components » Initial writing style and
process guidelines checklist» Initial DITA output scripts for
PDF in FI “look and feel”
» Plan and develop common topics – Nov. ‘08 through Mar. ’09 for Falcon, ongoing additions/updates for subsequent DM Suite products» Content Specs» Glossary terms» Workgroups
» Trisoft Component Content Management System» Production environment ready » Train dept. members» DITA Authoring Guide - Trisoft
» Develop and review product-specific and common topics
» Combine common and product topics into deliverables for review
» Develop InfoCenter delivery mechanism with Common Components group
» Customize Antenna House for Eclipse Help publication
» Topic automation via Trisoft API for data formats and descriptions in Excel
» Finalize output scripts for PDF, Help
» Generate final Falcon doc deliverables – April
Final Falcon docs in review
DITA Training
Q2 FY 2009Q4 FY 2008 Q1 FY 2009
Common and Product Topics
Processes involving other departments
Trisoft CMS in production
Design DITA
Processes
Trisoft CMS setup
Common Help component
Combine Topics
InfoCenter
© 2009 FICO Corporation. Confidential.42
Teamwork – a Key Success Factor
Writers from each product group are assigned to a common components “workgroup”focused on developing content for a particular aspect of common functionality.
Writers from each product group are
assigned to a “DITA committee”
focused on identifying and implementing FICO’s DITA standards.
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.43
Localization Tool Training and Implementation
» SDL Professional Services provided training for Loc. and Dept. manager» TMS – 2 days» MultiTerm – .5 days» AuthorAssistant - .5 days
» SDL worked with our Loc. Manager to define file and graphics formats, workflows, all configuration needs
» SDL worked with our IT people to install and configure TMS, MultiTerm, import TMs
» SDL worked with our Information Architect and Loc. Manager to define and test DITA filter needs
» Localization Manager delivered TMS training to internal languagereviewers, is introducing it to other departments doing localization
© 2009 FICO Corporation. Confidential.44
Timelines
Final Falcon docs in review
DITA training
Q1 2009Q3 2008 Q4 2008
Content specs for topics
DITA best practices
Train on Trisoft / Go Live!
DITA processes
Trisoft setup/ configuration
DITA conversion
Combine topics
Customize Output
Common terminology
Refine and test
DITA filter in
TMS
Q1 2009Q3 2008 Q4 2008
Define and install TMS
Sign GIM contract
Install MultiTerm, import TMs
Train on TMS, MultiTerm
GIM Implementation
Test file / graphics formats,
workflows
TMS Go Live!
Train on Author Assistant
Set up IT infrastructure
DITA Implementation
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.45
» Who is FICO?
» FICO Business and Technical Drivers
» DITA – the Idea
» Selling the Vision
» Implementing GIM + DITA
» Production Results
Agenda
Business Environment Changing
Selling the Vision
Production Results
DITA – the Idea
Implementing GIM and DITA
Increasing Pressure for Expense Reductions
© 2009 FICO Corporation. Confidential.46
Conclusion
WHAT WE HAVE DONE WHAT’S GETTING FIXED
» CONSOLIDATE LOCALIZATION» Standardize and automate processes» Assign ownership » Raise awareness of i18n issues» Secure funding
» Improve time to market» Reduce risk of delays» Improve localizability of UI» Lower internal costs, increase efficiency
» CONSOLIDATE TERMINOLOGY» Define terminology management process» Create Corporate glossary» Centralize TM use
» Improve visibility and tracking company-wide» Improve branding and customer experience» Lower translation costs
» MOVE TO DITA» Build cross-product writing teams» Refine style and output standards» Implement Trisoft CCM» Write/publish DITA topics to PDF and Help
» Enable sharing of content» Improve content consistency and quality» Manage multiple deliverables and languages» Lower internal & external translation costs
FICO shipped our first product docs in DITA April 30, 2009.
» SDL’s Discovery Day findings paved the way for our move to DITA by showing us the synergies and savings from CCM and GIM tools.
© 2009 FICO Corporation. Confidential. Page
© 2009 FICO Corporation. Confidential.47
FICO’s Journey
Business Environment Changing
Selling the Vision Production ResultsDITA – the IdeaImplementing GIM
and DITA
Increasing Pressure for Expense Reductions
Legacy standalone products
Embarking on “next generation
product architecture”
Global growth requiring
localization
Efficiency through common components and
re-use
Flexible deliverable
packaging with content separated
from formatting
Tools needed to manage content as well as localization
Executive endorsement key
ROI and “real life”examples were
critical
Tied to corporate initiatives and
iterative development
Assigned separate SMEs
(leaders) to DITA and GIM
Formed TEAMS to determine new standards and
processes
Trained ALL writers in IA, DITA,
Trisoft
Determined common topics, reuse strategy
Learned as we went
4,000 topics in SDL Trisoft, used in 23 publications
Reuse even higher than
expected at >40%
Learned we could implement in
phases
Plans for docs to be translated to 3
languages
Automated Data Model content using scripts
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October 14, 2009
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