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Implementing DITA Solutions
  using Content Scenarios
  Joe Gollner | www.gollner.ca | joe@gollner.ca
  Gnostyx Research | Gnostyx.com | jag@gnostyx.com
Copyright © Joe Gollner 2011
What is a Content Scenario? In a Nutshell
                                Example of a Content Scenario:
              A series of individual user stories, interchange events & rendition processes
                             that combine into a meaningful business activity
                                                            1. Engineering provides material in MS Word

                                                            2. MS Word is transformed into XML
  Engineering
                                             Suppliers      3. XML is exchanged with Suppliers

                                                            4. XML input is returned from Suppliers

                                                            5. Authoring works with XML sources

                                                            6. Authoring produces publications modules

                                                            7. Modules exchanged with Translators
  Authoring                                  Translation
                                                            8. Some content provided to Marketing in MS Word

                                                            9. Marketing produces sales support tools

                                                            10. Sales support tools provided to Resellers

                                                            11. Sales support tools provided in MS Word

                                                            12. Publication content also provided as dynamic web
  Marketing                                     Reseller
                                                            13. Publications also provided as PDF Manuals
Content Scenarios for DITA Solutions: Topics
 The Stark Reality
 of CM Projects
   The challenge of delayed benefits
 Challenges Specific
 to DITA Projects
 Introducing Content Scenarios
   Definition
   Origins
   A Case Study
   Content Scenarios & DITA
 Conclusions                             1920
Franz Kafka – Technical Communicator
 1883 – 1924
 Prague native
 One of the most unique
 writers in any language
 (he wrote in German)
 Worked as a civil servant
 for the Workers’
 Accident Insurance
 Institute
   Wrote & illustrated works
   on safety & other topics
The Stark Reality of Most CM Projects
                                  Typical Content Management Investment Curve
  Cost


                 Aggregate Cost                         Productivity Gains & other benefits
                                                          begin to offset aggregate costs
                                                         between 18 and 24 months after
                                                         project initiation (in better cases)

         Expenditures
                                                                                     Gain




                                                                                                Time
                                                                                    Offset
                   Productivity Hit
                                          Typical CM project requires modernization
                                          re-investment between 48 and 60 months
  Productivity                           after project initiation – meaning the overall
                                                   investment is never offset
The Trouble with Content Management
 Content Management can be expensive
   Licensing costs are often high
   Customization costs are substantially greater (× 5)
   Impacts on team members can be substantial
   Infrastructure costs can be very significant

 Content Management provides general benefits
   Largely focused on “contingent benefits” in the background
    •   Risk reduction
    •   Improved information discovery & reuse
    •   Streamlined workflows (e.g., translation process facilitation)
   New services must be deployed to deliver concrete benefits
The Challenges with DITA Solutions
 The Attraction of DITA is its perceived Simplicity
   Standardized markup practices led to better tool support
    •   DITA Open Toolkit
    •   Commercial products
 The Reality of DITA is its Sophistication
   Among the strengths of DITA is its extensibility
   Leveraging sophisticated features always comes at a cost
 Many DITA Projects get caught between these poles
   Pursuing the simplicity of DITA to streamline deployment
   Leveraging extensibility to address unique needs at a cost
   Implementations begin to struggle under the tension
The Promised Land of Content Management
                              Preferred Content Management Investment Curve
  Cost

                                         Reduced expenditures & productivity hit
                                           plus accelerated gains begin to offset
                 Aggregate Cost           aggregate costs in less than 12 months
                                                        (or sooner)

            Expenditures
                                                                                     Gain




                                                                                             Time
                      Productivity Hit                                              Offset

                                     Flexible architecture supports
  Productivity                    continuous evolution instead of cyclic
                              re-investment in modernization – with each
                                   evolutionary step being self-funded
How do we get there? Content Scenarios
 Is it possible that there is a Magic Bullet?
   No, not really. A successful solution still needs a lot of work
   However, there are best practices that can help
   Content Scenarios may be the most persistent best practice

 Content Scenarios – A Definition
   Content Scenarios are functionally realistic illustrations of
   content resources and process steps that can be used
   throughout the content solution lifecycle to maximize
   investment effectiveness
   Short form: End-to-end business demonstrations that
   showcase how content solutions make things better
The Anatomy of a Content Scenario
 What makes up a Content Scenario
   Functionally realistic content examples
    •   Assembled from real documentation
    •   Sensitive details removed
    •   Support a coherent & compelling story
                                                Content scenarios are
   Content & process models                       content strategies
   Background information about                 you can drive (or kick)
    •   Business context
    •   Key users & stakeholders
    •   Critical requirements
   Demonstration scripts for key process steps
   Reference implementations for key process steps
The Origins of Content Scenarios
 Roots extend back to the early 1990s
   Defense use of standards for complex documentation
   Normal approach to designing & deploying
   standards-based applications was shown to be flawed
    •   Defining content models with inadequate contextual information
        led to problems in prioritizing development & containing costs
    •   Investing heavily in technical platforms did not deliver many
        benefits & this led to problems in maintaining project funding
    •   Impact of new technologies on business practices led to
        unforeseen consequences & this led to expensive scope changes
   Content Scenarios emerged because projects needed to:
    •   Accelerate the exploration of business impacts
    •   Validate needs & priorities before major investments were made
The First Step towards a Content Scenario
 The First Step is a Humble One
   Functionally realistic content instances
    •   Demonstration content
    •   Illustrating the most representative content and processes
    •   Supported by web-friendly media resources

   Business Demonstrations
    •   Scripted scenarios for demonstrating business events
    •   End-to-End demonstrations of new capabilities & benefits
    •   Compelling to business executives & stakeholders

                                                         Let’s Take a Look
   Anything is better than
    •   A garage, a snow shovel, or a bicycle                   
The Uses of Content Scenarios
 Content Analysis tool
   One way to analyze content is to create sample instances
 Content model validation & documentation
   Prevent schemas from becoming divorced from reality
 Initiative Sales Pitch & Proof of Concept
   Helping executives understand what is being proposed
 Reference instances
   Supporting conversion, development & authoring
 Testing based on bona fide requirements
   Tool evaluation, solution acceptance, regression testing
   Interoperability & conformance validation
Content Scenarios & the Project Lifecycle
     Content Scenarios &                               Content Solution
     the Project Lifecycle                        Implementation Lifecycle
                                                 Relative Level of Investment
                                                               Execution
                                                               Management




         Strategy   Acquisition       Delivery               Evolution



                                                         Relative Investment
                                                        in Content Scenarios

                                  Early Investment in Content Scenarios
                                  used to maintain focus on business goals
Content Scenarios in the Real World: A Case
 Supremely challenging requirements
   Integrating multiple sources
   Supporting multiple standards

 DITA adopted as master representation
   Required extensive use of DITA specialization
   Challenges arose around:
    •   Ensuring compatibility with product capabilities
    •   Controlling development costs

 Content Scenarios used for
    •   Prioritizing specializations
    •   Establishing product test sets
Content Scenarios & DITA
 DITA and Content Scenarios are naturally aligned
   The real attraction of DITA is enabling systems that evolve
    •   Rapid project ramp up leveraging unspecialized DITA & DITA OT
    •   Specialize solution to address unique requirements
    •   Enables capabilities can be developed rapidly & iteratively refined
 Content Scenarios offer benefits to DITA projects
   Substantiate need for specializations with real examples
   Ground specializations in validated requirements
   Provide test library for refining specialized functionality
   Used to document & exemplify specializations
   Validate behaviour of DITA products in real circumstances
The Benefits of Content Scenarios
 Leveraging Content Scenarios in DITA Projects
   A mechanism for engaging the whole team
    •   Writers & illustrators as well as information architects & developers
   Ensures the focus stays on end-to-end processes & outputs
    •   Emphasizes investments that realize new products & services
   Enables a learning process by engaging users & clients
    •   Feedback mechanisms drive ongoing investments
 Content Scenarios build bridges with Stakeholders
   Engaging stakeholders, especially executives, is key
    •   The importance of this is always under-estimated
   Engaging tool providers is almost as important
    •   Aligning product evolution with key business drivers
Content Scenarios & the DITA Standard
 Standards are susceptible to numerous risks
   A key one is runaway innovation
    •   Innovations driven by edge-case applications
    •   Innovations worked out initially in the standard
   Runaway innovation poses challenges to:
    •   Customers managing solution investments
    •   Implementers supporting integrated solutions
    •   Technology vendors evolving product lines
 Content Scenarios can help
   Expand the stakeholder community in innovation process
   Provide real-world substantiation for prioritizing innovations
   Identify innovations that need time to mature…
Making Connections

   Joe Gollner
   joe@gollner.ca

   Gnostyx Research
   jag@gnostyx.com
   www.gnostyx.com

   Fractal Enterprise Blog
   www.gollner.ca

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Implementing DITA Solutions using Content Scenarios

  • 1. Implementing DITA Solutions using Content Scenarios Joe Gollner | www.gollner.ca | joe@gollner.ca Gnostyx Research | Gnostyx.com | jag@gnostyx.com Copyright © Joe Gollner 2011
  • 2. What is a Content Scenario? In a Nutshell Example of a Content Scenario: A series of individual user stories, interchange events & rendition processes that combine into a meaningful business activity 1. Engineering provides material in MS Word 2. MS Word is transformed into XML Engineering Suppliers 3. XML is exchanged with Suppliers 4. XML input is returned from Suppliers 5. Authoring works with XML sources 6. Authoring produces publications modules 7. Modules exchanged with Translators Authoring Translation 8. Some content provided to Marketing in MS Word 9. Marketing produces sales support tools 10. Sales support tools provided to Resellers 11. Sales support tools provided in MS Word 12. Publication content also provided as dynamic web Marketing Reseller 13. Publications also provided as PDF Manuals
  • 3. Content Scenarios for DITA Solutions: Topics The Stark Reality of CM Projects The challenge of delayed benefits Challenges Specific to DITA Projects Introducing Content Scenarios Definition Origins A Case Study Content Scenarios & DITA Conclusions 1920
  • 4. Franz Kafka – Technical Communicator 1883 – 1924 Prague native One of the most unique writers in any language (he wrote in German) Worked as a civil servant for the Workers’ Accident Insurance Institute Wrote & illustrated works on safety & other topics
  • 5. The Stark Reality of Most CM Projects Typical Content Management Investment Curve Cost Aggregate Cost Productivity Gains & other benefits begin to offset aggregate costs between 18 and 24 months after project initiation (in better cases) Expenditures Gain Time Offset Productivity Hit Typical CM project requires modernization re-investment between 48 and 60 months Productivity after project initiation – meaning the overall investment is never offset
  • 6. The Trouble with Content Management Content Management can be expensive Licensing costs are often high Customization costs are substantially greater (× 5) Impacts on team members can be substantial Infrastructure costs can be very significant Content Management provides general benefits Largely focused on “contingent benefits” in the background • Risk reduction • Improved information discovery & reuse • Streamlined workflows (e.g., translation process facilitation) New services must be deployed to deliver concrete benefits
  • 7. The Challenges with DITA Solutions The Attraction of DITA is its perceived Simplicity Standardized markup practices led to better tool support • DITA Open Toolkit • Commercial products The Reality of DITA is its Sophistication Among the strengths of DITA is its extensibility Leveraging sophisticated features always comes at a cost Many DITA Projects get caught between these poles Pursuing the simplicity of DITA to streamline deployment Leveraging extensibility to address unique needs at a cost Implementations begin to struggle under the tension
  • 8. The Promised Land of Content Management Preferred Content Management Investment Curve Cost Reduced expenditures & productivity hit plus accelerated gains begin to offset Aggregate Cost aggregate costs in less than 12 months (or sooner) Expenditures Gain Time Productivity Hit Offset Flexible architecture supports Productivity continuous evolution instead of cyclic re-investment in modernization – with each evolutionary step being self-funded
  • 9. How do we get there? Content Scenarios Is it possible that there is a Magic Bullet? No, not really. A successful solution still needs a lot of work However, there are best practices that can help Content Scenarios may be the most persistent best practice Content Scenarios – A Definition Content Scenarios are functionally realistic illustrations of content resources and process steps that can be used throughout the content solution lifecycle to maximize investment effectiveness Short form: End-to-end business demonstrations that showcase how content solutions make things better
  • 10. The Anatomy of a Content Scenario What makes up a Content Scenario Functionally realistic content examples • Assembled from real documentation • Sensitive details removed • Support a coherent & compelling story Content scenarios are Content & process models content strategies Background information about you can drive (or kick) • Business context • Key users & stakeholders • Critical requirements Demonstration scripts for key process steps Reference implementations for key process steps
  • 11. The Origins of Content Scenarios Roots extend back to the early 1990s Defense use of standards for complex documentation Normal approach to designing & deploying standards-based applications was shown to be flawed • Defining content models with inadequate contextual information led to problems in prioritizing development & containing costs • Investing heavily in technical platforms did not deliver many benefits & this led to problems in maintaining project funding • Impact of new technologies on business practices led to unforeseen consequences & this led to expensive scope changes Content Scenarios emerged because projects needed to: • Accelerate the exploration of business impacts • Validate needs & priorities before major investments were made
  • 12. The First Step towards a Content Scenario The First Step is a Humble One Functionally realistic content instances • Demonstration content • Illustrating the most representative content and processes • Supported by web-friendly media resources Business Demonstrations • Scripted scenarios for demonstrating business events • End-to-End demonstrations of new capabilities & benefits • Compelling to business executives & stakeholders Let’s Take a Look Anything is better than • A garage, a snow shovel, or a bicycle 
  • 13. The Uses of Content Scenarios Content Analysis tool One way to analyze content is to create sample instances Content model validation & documentation Prevent schemas from becoming divorced from reality Initiative Sales Pitch & Proof of Concept Helping executives understand what is being proposed Reference instances Supporting conversion, development & authoring Testing based on bona fide requirements Tool evaluation, solution acceptance, regression testing Interoperability & conformance validation
  • 14. Content Scenarios & the Project Lifecycle Content Scenarios & Content Solution the Project Lifecycle Implementation Lifecycle Relative Level of Investment Execution Management Strategy Acquisition Delivery Evolution Relative Investment in Content Scenarios Early Investment in Content Scenarios used to maintain focus on business goals
  • 15. Content Scenarios in the Real World: A Case Supremely challenging requirements Integrating multiple sources Supporting multiple standards DITA adopted as master representation Required extensive use of DITA specialization Challenges arose around: • Ensuring compatibility with product capabilities • Controlling development costs Content Scenarios used for • Prioritizing specializations • Establishing product test sets
  • 16. Content Scenarios & DITA DITA and Content Scenarios are naturally aligned The real attraction of DITA is enabling systems that evolve • Rapid project ramp up leveraging unspecialized DITA & DITA OT • Specialize solution to address unique requirements • Enables capabilities can be developed rapidly & iteratively refined Content Scenarios offer benefits to DITA projects Substantiate need for specializations with real examples Ground specializations in validated requirements Provide test library for refining specialized functionality Used to document & exemplify specializations Validate behaviour of DITA products in real circumstances
  • 17. The Benefits of Content Scenarios Leveraging Content Scenarios in DITA Projects A mechanism for engaging the whole team • Writers & illustrators as well as information architects & developers Ensures the focus stays on end-to-end processes & outputs • Emphasizes investments that realize new products & services Enables a learning process by engaging users & clients • Feedback mechanisms drive ongoing investments Content Scenarios build bridges with Stakeholders Engaging stakeholders, especially executives, is key • The importance of this is always under-estimated Engaging tool providers is almost as important • Aligning product evolution with key business drivers
  • 18. Content Scenarios & the DITA Standard Standards are susceptible to numerous risks A key one is runaway innovation • Innovations driven by edge-case applications • Innovations worked out initially in the standard Runaway innovation poses challenges to: • Customers managing solution investments • Implementers supporting integrated solutions • Technology vendors evolving product lines Content Scenarios can help Expand the stakeholder community in innovation process Provide real-world substantiation for prioritizing innovations Identify innovations that need time to mature…
  • 19. Making Connections Joe Gollner joe@gollner.ca Gnostyx Research jag@gnostyx.com www.gnostyx.com Fractal Enterprise Blog www.gollner.ca