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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
Who Is Your Customer?
Poll
• Learn
• Confirm existing knowledge
• Practical, proven approach
What We’ll Be Exploring Today
Defining customer-driven content
Developing personas
Linking personas to the content
New content delivery capability and models
What is Customer-Driven Content?
Content Infrastructure
Revenue Drivers
Return Business
Increased Purchase
Referrals
Feedback
Content Infrastructure
Lots of Content, Only One Set of Eyes
The 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.”
Tim
Seller
“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.”
Vicki
U.S. Operator
Dr. Fischer
Clinician
“The less you
use the device,
the less time
you’re interested
in investing in it.”
Kaito
Japanese Operator
“I don’t have
enough time to
learn a new
system. I need to
work and making
time to learn is
hard.”
User Persona Snapshot
“I’m okay with the
start up
documentation that
I was given. It’s a
little bit harder
without a mentor.”
Ron
Experienced Designer
Naveen
System Architect
James
PCB Designer
Eesha
New 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.”
Understanding 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
User 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
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
Task Analysis
Clinician
s
Operator
s
System
Admin
Bio-med
Tech
Field
Service
Traine
r
Suppo
rt
Task
— 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 • •
Clinicians
Operators
SystemAdmin
Bio-medTech
FieldService
Trainer
Support
Sellers
Approvers
Customer Lifecycle
Lifecycle
X
X
Content: There’s lots of it and it’s messy
The Multiplier Effect
Page count: 400 Page count: 2,000 Page count: 8,000
Poll
• Working in MS Word
• Using unstructured FrameMaker
• Using an XML authoring tool
• Using XML authoring and component content
management
To 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
Flexibility of Topics to Manage Variants
Variations
Of Deliverables
Market Segments
Variations in Customer
Profiles
Product
Variations
Dynamic 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?
Content Infrastructure
Process: Map It
Team: Who’s on the Bus?
Continuous Improvement
Focus on the User, the Rest Follows
Defining customer-driven content
Developing personas
Linking personas to the content
New content delivery capability and models
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
Contact Us
Joan Lasselle
Joan.Lasselle@LR.com
(650) 968-1220
http://cia.lr.com
www.LR.com
Chip Gettinger
CGettinger@SDL.com
(415) 378-3791
www.SDL.com

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Why Customer-Driven Content is the Gold Standard for Documentation

  • 1. 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
  • 2. Who Is Your Customer?
  • 3. Poll • Learn • Confirm existing knowledge • Practical, proven approach
  • 4. What We’ll Be Exploring Today Defining customer-driven content Developing personas Linking personas to the content New content delivery capability and models
  • 7. Revenue Drivers Return Business Increased Purchase Referrals Feedback
  • 9. Lots of Content, Only One Set of Eyes
  • 10. The 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.” Tim Seller “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.” Vicki U.S. Operator Dr. Fischer Clinician “The less you use the device, the less time you’re interested in investing in it.” Kaito Japanese Operator “I don’t have enough time to learn a new system. I need to work and making time to learn is hard.”
  • 11. User Persona Snapshot “I’m okay with the start up documentation that I was given. It’s a little bit harder without a mentor.” Ron Experienced Designer Naveen System Architect James PCB Designer Eesha New 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.”
  • 12. Understanding 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
  • 13. User 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
  • 14. 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
  • 15. Task Analysis Clinician s Operator s System Admin Bio-med Tech Field Service Traine r Suppo rt Task — 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 • • Clinicians Operators SystemAdmin Bio-medTech FieldService Trainer Support Sellers Approvers
  • 17. Content: There’s lots of it and it’s messy
  • 18. The Multiplier Effect Page count: 400 Page count: 2,000 Page count: 8,000
  • 19. Poll • Working in MS Word • Using unstructured FrameMaker • Using an XML authoring tool • Using XML authoring and component content management
  • 20. To 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
  • 21. Flexibility of Topics to Manage Variants Variations Of Deliverables Market Segments Variations in Customer Profiles Product Variations
  • 22. Dynamic 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?
  • 25. Team: Who’s on the Bus?
  • 27. Focus on the User, the Rest Follows Defining customer-driven content Developing personas Linking personas to the content New content delivery capability and models
  • 28. 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
  • 29. Contact Us Joan Lasselle Joan.Lasselle@LR.com (650) 968-1220 http://cia.lr.com www.LR.com Chip Gettinger CGettinger@SDL.com (415) 378-3791 www.SDL.com