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LEVERAGING
MICROCONTENT FOR
A MORE EFFECTIVE
CUSTOMER SERVICE
EXPERIENCE
with Rob Hanna
President, Precision Content
@singlesourceror
Building a modern online technical resource center
ROB HANNA
▪ Co-Founder and Chief Information
Architect at Precision Content
▪ Voted into the Top 25 Global Content
Experience Influencers for 2017
▪ We help our clients empower their
people through better content,
processes, and technology
Twitter: @singlesourceror
THE ROBOTS ARE
COMING …
We as technical writers can either
learn how to write for both bots and
humans or miss out on a
transformational opportunity for our
profession.
DO YOU SPEAK ROBOT?
@singlesourceror
ARE WE READY?
What does ready mean?
@singlesourceror
OMNICHANNEL WORLD Seamlessly shifting
modalities
▪ Voice to Online
▪ Online to Virtual/AR
▪ AR to Voice
@singlesourceror
USER MODALITIES
▪ Chat/voice
Inquire
▪ Online
Explore
▪ Virtual/Physical
Interact
To be able to switch between modalities, the source of content must be
aligned to move fluidly from one to another.
@singlesourceror
INTELLIGENT
MICROCONTENT
@singlesourceror
MICROCONTENT
Is content that is
• about one primary idea, fact, or concept
• easily scannable
• labelled for clear identification and meaning, and
• appropriately written and formatted for use anywhere
and any time it is needed.
It’s not microcontent just because it’s small
@singlesourceror
EXAMPLES OF
MICROCONTENT
Google Featured Snippets
RSS Feeds
Product Tiles
Advanced Organizers
PRINCIPLES FOR INTELLIGENT MICROCONTENT
1. Focus
Limit microcontent to
be about only one
subject
2. Function
Classify microcontent
to identify intended
user response
3. Structure
Use predictable patterns
and language when
creating microcontent
4. Context
Make microcontent easily
relatable to other content
@singlesourceror
1.FOCUS
Microcontent must be about only one subject
@singlesourceror
TOPICS AND BLOCKS
▪ Consider what happens if we
focuses writing at the block-
level within topics
▪ The short description supports
the title of the topic as a block
▪ Every block is an information
type supporting the topic
Task Topic
Task title
Task body
Context
Purpose
Prerequisites
Steps
Post-requisites
Result
Primary Block
Blocks
REFERENCE
PRINCIPLE
TASK
PRINCIPLE
REFERENCE
STRUCTURED BUILDING BLOCKS OF
INFORMATION - MICROCONTENT
@singlesourceror
2.FUNCTION
Microcontent must be typed to identify user intent
@singlesourceror
Information is what information does
@singlesourceror
CLASSIFYING MICROCONTENT
▪ Information needs to be typed according to the
intended reader response to that content
▪ The same collection of information can be
written in a number of different ways
depending upon how we want the intended
audience to use that information
@singlesourceror
MAKING A CUP OF TEA
2nd Person, present tense
3rd Person, present tense
1st Person, past tense
What is the …
Intended Reader
Response?
… to instruct you on how to make tea.
… to describe to you how tea is made.
… to engage you in a story about tea.
@singlesourceror
PRECISION CONTENT® INFORMATION TYPES
Reference
▪ DESCRIBES things the reader needs to KNOW
Task
▪ INSTRUCTS the reader HOW TO DO things
Concept
▪ EXPLAINS things the reader needs to
UNDERSTAND
Process
▪ DEMONSTRATES to the reader how things
WORK, and
Principle
▪ ADVISES the reader about what they need
TO DO or NOT DO and WHEN.
@singlesourceror
INFORMATION TYPES
Reference
Principle
Task
Process
Concept
“We will be flying at
an altitude of 35,000
feet.”
“Always put on your
oxygen mask before
assisting other
passengers.”
“To open the
emergency exit, look
out the window, pull
the lever, and push
out the exit door.”
“In the event of loss of
cabin pressure, an
oxygen mask will drop
from the overhead
compartment.”
“On the left side of the
plane you can see a typical
example of a
cumulonimbus cloud.”Flight safety briefing
INFORMATION TYPE EXAMPLES
If the goal of the information is to …
Then use the
information type …
Reference
Concept
Principle
Process
Task
Principle
Reference
Task
list the nutritional facts for Cherry Cola
explain what a soft drink is
warn you not to drop a Mentos in your Cola bottle
illustrate how Cola is bottled
instruct you on how to safely open your can of Cola
advise you on the best practices for recycling cans
tell the customer this week’s sale price for Cola
show you how you can turn your Cola can into a nifty craft project
@singlesourceror
INFORMATION TYPES INFORM WRITING STYLE
How topics
and blocks
are titled
1
Block and
topic
construction
2
Writing style
for voice
and tense
3
Specific
authoring
models
4
Rules for
short
descriptions
5
@singlesourceror
INFORMATION TYPING INFORMS INTENT
Concept
Task
Reference
Process
Principle
Example
Result
Steps
Stages
Outcome
Resolution
Applicability
Purpose
Definition
Description
Statement
Condition
Contrast
How do I … ?
What is a … ?
When do I … ?
What’s the difference between …?
How does the … ?
What happens when … ?
Why do I … ?
Who does … ?
What does it look like?
What are the … ?
@singlesourceror
3.STRUCTURE
Microcontent must use predictable patterns and language
@singlesourceror
STRUCTURED AUTHORING DEFINED
Structured authoring means a standardised,
methodological approach to content creation
incorporating
▪ systematic labelling
▪ modular, topic-based architecture
▪ constrained writing environments, and
▪ the separation of content and form.
From The DITA Style Guide - Best Practices for Authors
Tony Self www.ditastyle.com
@singlesourceror
MEETING 2 SETS OF FUNDAMENTAL NEEDS
The Human Brain
Technology
Find
Understand
Use, and
Retain
Connect
Search
Process, and
Reuse
Well-structured content helps
@singlesourceror
EXCERPT FROM A MEDICAL
JOURNAL...
▪ pN3 description only closely
mirrors descriptions for pN3a
+pN3b + pN3c
▪ Use of footnotes confusing
▪ “Clinically detected” and “Not
clinically detected” are not exact
opposites, and
▪ Inconsistent enumeration of
lymph nodes
@singlesourceror
SAME CONTENT AFTER APPLYING PRECISION
CONTENT® TECHNIQUES
▪ 44.2% reduction in word count
▪ 20% reduction in passive voice
▪ 18.4% increase in Flesch Reading
Ease score
▪ 30% increase in white space
▪ Elimination of footnotes, and
▪ Addition of labels and visual
elements
@singlesourceror
WHAT’S BEHIND THE CONTENT
▪ With specially-designed
XML markup, machines
can now easily parse
this content into any
number of types of
healthcare applications.
▪ Content is human- and
machine-ready!
Specialized DITA XML identifies the specific values laid out in the
previous table
<cs-tnm-categories>
<cs-tmn-category>pN3</cs-tmn-category>
<cs-tmn-subcat>pN3a</cs-tnm-subcat>
<cs-tmn-criteria>10 or more axillary lymph nodes
where at least one deposit is greater than
2.0mm</cs-tmn-criteria>
<cs-tmn-criteria>any number of infraclavicular
(level III axillary) lymph nodes.</cs-tmn-criteria>
<cs-tmn-subcat>pN3b</cs-tnm-subcat>
<cs-tmn-criteria>any number of ipsilateral internal
mammary lymph nodes detected by …</cs-tmn-criteria>
</cs-tnm-categories>
@singlesourceror
4.CONTEXT
Microcontent must be easily relatable to other content
@singlesourceror
CONTEXT FROM THE SOURCE
@singlesourceror
OUR CONTENT ECOSYSTEM
Content objects exist in an
ecosystem where changes
to one type of content
prompt changes to other
related content.
Precision Content®
Object Metamodel
Concept
Task Reference
DITA
Principle
Process
PCDITA
RequirementResource
Objective
DesignAbility
Result
Enterprise
Story
Opinion
Call2Action
WalkthroughMarketing
@singlesourceror
Intelligent
Microcontent
Function
Structure
Focus
Context
@singlesourceror
Our journey towards
microcontent is simply
the next step in the evolution
of intelligent content needed to
support omnichannel delivery.
@singlesourceror
QUESTIONS?
Rob Hanna
President, Precision Content
rob@precisioncontent.com
@singlesourceror
ASK ME ABOUT …
@singlesourceror

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Leveraging Microcontent for Effective Customer Experiences with Rob Hanna, Precision Content

  • 1.
  • 2. LEVERAGING MICROCONTENT FOR A MORE EFFECTIVE CUSTOMER SERVICE EXPERIENCE with Rob Hanna President, Precision Content @singlesourceror Building a modern online technical resource center
  • 3. ROB HANNA ▪ Co-Founder and Chief Information Architect at Precision Content ▪ Voted into the Top 25 Global Content Experience Influencers for 2017 ▪ We help our clients empower their people through better content, processes, and technology Twitter: @singlesourceror
  • 4. THE ROBOTS ARE COMING … We as technical writers can either learn how to write for both bots and humans or miss out on a transformational opportunity for our profession. DO YOU SPEAK ROBOT? @singlesourceror
  • 5. ARE WE READY? What does ready mean? @singlesourceror
  • 6. OMNICHANNEL WORLD Seamlessly shifting modalities ▪ Voice to Online ▪ Online to Virtual/AR ▪ AR to Voice @singlesourceror
  • 7. USER MODALITIES ▪ Chat/voice Inquire ▪ Online Explore ▪ Virtual/Physical Interact To be able to switch between modalities, the source of content must be aligned to move fluidly from one to another. @singlesourceror
  • 9. MICROCONTENT Is content that is • about one primary idea, fact, or concept • easily scannable • labelled for clear identification and meaning, and • appropriately written and formatted for use anywhere and any time it is needed. It’s not microcontent just because it’s small @singlesourceror
  • 10. EXAMPLES OF MICROCONTENT Google Featured Snippets RSS Feeds Product Tiles Advanced Organizers
  • 11. PRINCIPLES FOR INTELLIGENT MICROCONTENT 1. Focus Limit microcontent to be about only one subject 2. Function Classify microcontent to identify intended user response 3. Structure Use predictable patterns and language when creating microcontent 4. Context Make microcontent easily relatable to other content @singlesourceror
  • 12. 1.FOCUS Microcontent must be about only one subject @singlesourceror
  • 13. TOPICS AND BLOCKS ▪ Consider what happens if we focuses writing at the block- level within topics ▪ The short description supports the title of the topic as a block ▪ Every block is an information type supporting the topic Task Topic Task title Task body Context Purpose Prerequisites Steps Post-requisites Result Primary Block Blocks REFERENCE PRINCIPLE TASK PRINCIPLE REFERENCE
  • 14. STRUCTURED BUILDING BLOCKS OF INFORMATION - MICROCONTENT @singlesourceror
  • 15. 2.FUNCTION Microcontent must be typed to identify user intent @singlesourceror
  • 16. Information is what information does @singlesourceror
  • 17. CLASSIFYING MICROCONTENT ▪ Information needs to be typed according to the intended reader response to that content ▪ The same collection of information can be written in a number of different ways depending upon how we want the intended audience to use that information @singlesourceror
  • 18. MAKING A CUP OF TEA 2nd Person, present tense 3rd Person, present tense 1st Person, past tense What is the … Intended Reader Response? … to instruct you on how to make tea. … to describe to you how tea is made. … to engage you in a story about tea. @singlesourceror
  • 19. PRECISION CONTENT® INFORMATION TYPES Reference ▪ DESCRIBES things the reader needs to KNOW Task ▪ INSTRUCTS the reader HOW TO DO things Concept ▪ EXPLAINS things the reader needs to UNDERSTAND Process ▪ DEMONSTRATES to the reader how things WORK, and Principle ▪ ADVISES the reader about what they need TO DO or NOT DO and WHEN. @singlesourceror
  • 20. INFORMATION TYPES Reference Principle Task Process Concept “We will be flying at an altitude of 35,000 feet.” “Always put on your oxygen mask before assisting other passengers.” “To open the emergency exit, look out the window, pull the lever, and push out the exit door.” “In the event of loss of cabin pressure, an oxygen mask will drop from the overhead compartment.” “On the left side of the plane you can see a typical example of a cumulonimbus cloud.”Flight safety briefing
  • 21. INFORMATION TYPE EXAMPLES If the goal of the information is to … Then use the information type … Reference Concept Principle Process Task Principle Reference Task list the nutritional facts for Cherry Cola explain what a soft drink is warn you not to drop a Mentos in your Cola bottle illustrate how Cola is bottled instruct you on how to safely open your can of Cola advise you on the best practices for recycling cans tell the customer this week’s sale price for Cola show you how you can turn your Cola can into a nifty craft project @singlesourceror
  • 22. INFORMATION TYPES INFORM WRITING STYLE How topics and blocks are titled 1 Block and topic construction 2 Writing style for voice and tense 3 Specific authoring models 4 Rules for short descriptions 5 @singlesourceror
  • 23. INFORMATION TYPING INFORMS INTENT Concept Task Reference Process Principle Example Result Steps Stages Outcome Resolution Applicability Purpose Definition Description Statement Condition Contrast How do I … ? What is a … ? When do I … ? What’s the difference between …? How does the … ? What happens when … ? Why do I … ? Who does … ? What does it look like? What are the … ? @singlesourceror
  • 24. 3.STRUCTURE Microcontent must use predictable patterns and language @singlesourceror
  • 25. STRUCTURED AUTHORING DEFINED Structured authoring means a standardised, methodological approach to content creation incorporating ▪ systematic labelling ▪ modular, topic-based architecture ▪ constrained writing environments, and ▪ the separation of content and form. From The DITA Style Guide - Best Practices for Authors Tony Self www.ditastyle.com @singlesourceror
  • 26. MEETING 2 SETS OF FUNDAMENTAL NEEDS The Human Brain Technology Find Understand Use, and Retain Connect Search Process, and Reuse Well-structured content helps @singlesourceror
  • 27. EXCERPT FROM A MEDICAL JOURNAL... ▪ pN3 description only closely mirrors descriptions for pN3a +pN3b + pN3c ▪ Use of footnotes confusing ▪ “Clinically detected” and “Not clinically detected” are not exact opposites, and ▪ Inconsistent enumeration of lymph nodes @singlesourceror
  • 28. SAME CONTENT AFTER APPLYING PRECISION CONTENT® TECHNIQUES ▪ 44.2% reduction in word count ▪ 20% reduction in passive voice ▪ 18.4% increase in Flesch Reading Ease score ▪ 30% increase in white space ▪ Elimination of footnotes, and ▪ Addition of labels and visual elements @singlesourceror
  • 29. WHAT’S BEHIND THE CONTENT ▪ With specially-designed XML markup, machines can now easily parse this content into any number of types of healthcare applications. ▪ Content is human- and machine-ready! Specialized DITA XML identifies the specific values laid out in the previous table <cs-tnm-categories> <cs-tmn-category>pN3</cs-tmn-category> <cs-tmn-subcat>pN3a</cs-tnm-subcat> <cs-tmn-criteria>10 or more axillary lymph nodes where at least one deposit is greater than 2.0mm</cs-tmn-criteria> <cs-tmn-criteria>any number of infraclavicular (level III axillary) lymph nodes.</cs-tmn-criteria> <cs-tmn-subcat>pN3b</cs-tnm-subcat> <cs-tmn-criteria>any number of ipsilateral internal mammary lymph nodes detected by …</cs-tmn-criteria> </cs-tnm-categories> @singlesourceror
  • 30. 4.CONTEXT Microcontent must be easily relatable to other content @singlesourceror
  • 31. CONTEXT FROM THE SOURCE @singlesourceror
  • 32. OUR CONTENT ECOSYSTEM Content objects exist in an ecosystem where changes to one type of content prompt changes to other related content. Precision Content® Object Metamodel Concept Task Reference DITA Principle Process PCDITA RequirementResource Objective DesignAbility Result Enterprise Story Opinion Call2Action WalkthroughMarketing @singlesourceror
  • 34. Our journey towards microcontent is simply the next step in the evolution of intelligent content needed to support omnichannel delivery. @singlesourceror
  • 35. QUESTIONS? Rob Hanna President, Precision Content rob@precisioncontent.com @singlesourceror ASK ME ABOUT … @singlesourceror