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Calculating the ROI for
                           XML and DITA
                       Topic-Based Authoring

                            Sarah O’Keefe, Scriptorium Publishing




                                                                      background image
                                                                    flickr: thelastminute

Saturday, October 2, 2010
Twitter
                 ❖          Sarah O’Keefe
                 ❖          @sarahokeefe
                 ❖          #lavacon is the conference hashtag
                 ❖          Also consider #techcomm, #dita




Saturday, October 2, 2010
Overview
                 ❖          Business case examples (with numbers)
                       ❖     YMMV
                       ❖     IANAL
                       ❖     WYSIOO
                 ❖          Big-picture musings on other issues
                            (without numbers)



Saturday, October 2, 2010
Localization provides an
                     easy cost justification.
                                          Flickr: iancarroll
Saturday, October 2, 2010
Localization cost
                 ❖          Estimate 30–50 percent of total
                            localization cost is desktop publishing
                 ❖          With XML-based publishing, you can
                            squeeze that cost to under 10 percent
                 ❖          Cost savings: $20K–$40K per $100K in
                            localization cost




Saturday, October 2, 2010
Increased content reuse
                                          Flickr: a-m-photo
Saturday, October 2, 2010
Content reuse
                 ❖          Baseline assumption:
                       ❖     DITA = increased content reuse!
                 ❖          10,000 topics
                 ❖          Development cost: $200 per topic
                            (4 hours x $50)
                 ❖          5% more content reuse = $100,000 in
                            savings (and additional savings in
                            localization)
Saturday, October 2, 2010
Are you copying and
                 pasting?
                 ❖          Calculate cost of updates in multiple
                            documents
                 ❖          Consider error rates
                 ❖          Don’t forget the mental health toll




Saturday, October 2, 2010
External content reuse
                 for increased ROI
                 ❖          Software error messages
                 ❖          Product specifications in product
                            database and datasheets
                 ❖          Product descriptions
                 ❖          Training
                 ❖          Tech support



Saturday, October 2, 2010
Non-DITA problems for
                 content reuse
                 ❖          Improve collaboration among writers
                 ❖          Develop and enforce consistent style
                            standards




Saturday, October 2, 2010
A wise man once told
                 me…
                     “You should not implement XML as a
                     substitute for creating a style guide.”




Saturday, October 2, 2010
Also…
                     “Structure is no substitute for
                     management.”




Saturday, October 2, 2010
ROI depends on team
                               (dys)function.
                                              Flickr: kevenlaw
Saturday, October 2, 2010
A high-functioning team
                 is a prerequisite to…
                 ❖          Share topics
                 ❖          Communicate updates
                 ❖          Minimize content “ownership” issues
                 ❖          Smooth out inevitable conflicts
                 ❖          Cooperate on assignments




Saturday, October 2, 2010
Complex conditional
                     content may require XML.
                                      Photo: www.christianholmer.com
Saturday, October 2, 2010
XML can help with…
                 ❖          Multiple conditional dimensions
                            (platform, customer, audience, product)
                 ❖          Huge number of possible variations
                 ❖          Dynamic versioning instead of static
                            publishing of a limited number of
                            variations




Saturday, October 2, 2010
Quality justification for
                 complex conditional text
                 ❖          Eliminate redundancy
                 ❖          More targeted information
                 ❖          Meet customer requirement for
                            personalized documentation
                 ❖          Enable more versioning than supported
                            in current toolset
                 ❖          Enable dynamic publishing

Saturday, October 2, 2010
Complex conditional
                 example
                 ❖          40 variations of a deliverable
                 ❖          Configure and publish one at a time:
                       ❖     1 hour per variant
                       ❖     40 hours of work per deliverable, per
                             release ($2,000)
                 ❖          Dynamic publishing: publish once



Saturday, October 2, 2010
Assumptions
                 ❖          Tagging work does not change for static
                            versus dynamic publishing
                 ❖          Programming effort to enable dynamic
                            publishing included in implementation
                            cost




Saturday, October 2, 2010
Complex conditions
                            require careful design.
                                                Photo: Rachel Houghton
Saturday, October 2, 2010
Yesterday’s content…
                                                   flickr: uhop
Saturday, October 2, 2010
Time to market
                                             Flickr: chris_radcliff
Saturday, October 2, 2010
Time to market
                 ❖          If product revenue is $1M per year, then
                            each week of availability is worth about
                            $20K in revenue.
                 ❖          Accelerate delivery of first language
                 ❖          Reduce delays in shipping localized
                            versions




Saturday, October 2, 2010
New
          publishing
         architectures



                            Flickr: ccharmon
Saturday, October 2, 2010
“One of the great
       powers of XML is to
        free information
       from being merely
       text on a page, and                                                   David Kelly
                                                                     Senior Technical Consultant



         to give it other
         kinds of roles.”



                            www.scriptorium.com/blog/2010/09/the-promise-of-xml-publishing.html
Saturday, October 2, 2010
Integrating with user-
                 generated content
                 ❖          Source content in XML
                 ❖          Transform to accommodate
                            user-generated content
                 ❖          Use metadata to support unified search




Saturday, October 2, 2010
Just-in-time publishing
                 ❖          Topic-based rather than deliverable-
                            based publishing
                 ❖          Incremental deliveries for localization
                 ❖          Content deliveries decoupled from
                            software deliveries




Saturday, October 2, 2010
Analytics
                 ❖          Measure how topics are used
                 ❖          Act on information about:
                       ❖     Popular topics
                       ❖     Unpopular topics
                       ❖     Unsuccessful searches
                       ❖     Topics with lots of comments


Saturday, October 2, 2010
DITA implementation
                 cost averages $106K.
                 ❖          Source: “The state of structure in
                            technical communication,” 2009.
                            www.scriptorium.com/blog/2010/05/
                            the-state-of-structure-in-technical-
                            communication.html




Saturday, October 2, 2010
Your business case needs
                 to show more than $106K.
                 ❖          Localization
                 ❖          Increased reuse
                 ❖          Support for complex conditionality
                 ❖          Faster time to market
                 ❖          Support for new publishing architecture




Saturday, October 2, 2010
Factors that increase
                 implementation cost
                 ❖          Software integration issues
                 ❖          Complex output/formatting requirements
                 ❖          Inconsistent source files
                 ❖          Source files that are not topic-based
                 ❖          Content management system
                 ❖          People


Saturday, October 2, 2010
Change management is
                              critical
Saturday, October 2, 2010
A few of my (not) favorite
                 things
                 ❖          Dysfunctional teams
                 ❖          Information hoarding during
                            implementation
                 ❖          Tool-specific blinders
                 ❖          Using XML/DITA to clone an existing,
                            problematic workflow



Saturday, October 2, 2010
Dysfunctional teams
                 ❖          Improve communication
                 ❖          Improve collaboration
                 ❖          Build trust
                 ❖          Provide project roadmap early




Saturday, October 2, 2010
Information hoarding
                 ❖          Do not reward this behavior
                       ❖     Implicitly
                       ❖     Explicitly
                 ❖          Avoid communication bottlenecks
                 ❖          Document project decisions
                 ❖          Distribute project information


Saturday, October 2, 2010
Tool-specific view of the
                 world
                 ❖          Ask for open minds
                 ❖          Consider new features, not just cloning
                            old features
                 ❖          Try out a variety of XML tools




Saturday, October 2, 2010
Cloning an existing
                 workflow
                 ❖          Identify best and worst features of
                            current workflow
                 ❖          Identify new requirements that can’t be
                            met with current workflow
                 ❖          Understand how new workflow affects
                            authors




Saturday, October 2, 2010
Match any two for
                 instant XML justification
                  Topics                2,000+
                  Writers                  10+
                  Supported languages       3+
                  Deliverable formats       2+




                                                 flickr: booleansplit
Saturday, October 2, 2010
Questions? Comments?




Saturday, October 2, 2010
Contact information
                 ❖          Sarah O’Keefe
                 ❖          www.scriptorium.com
                 ❖          okeefe@scriptorium.com
                 ❖          @sarahokeefe




Saturday, October 2, 2010

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Calculating the ROI for XML and DITA topic-based authoring

  • 1. Calculating the ROI for XML and DITA Topic-Based Authoring Sarah O’Keefe, Scriptorium Publishing background image flickr: thelastminute Saturday, October 2, 2010
  • 2. Twitter ❖ Sarah O’Keefe ❖ @sarahokeefe ❖ #lavacon is the conference hashtag ❖ Also consider #techcomm, #dita Saturday, October 2, 2010
  • 3. Overview ❖ Business case examples (with numbers) ❖ YMMV ❖ IANAL ❖ WYSIOO ❖ Big-picture musings on other issues (without numbers) Saturday, October 2, 2010
  • 4. Localization provides an easy cost justification. Flickr: iancarroll Saturday, October 2, 2010
  • 5. Localization cost ❖ Estimate 30–50 percent of total localization cost is desktop publishing ❖ With XML-based publishing, you can squeeze that cost to under 10 percent ❖ Cost savings: $20K–$40K per $100K in localization cost Saturday, October 2, 2010
  • 6. Increased content reuse Flickr: a-m-photo Saturday, October 2, 2010
  • 7. Content reuse ❖ Baseline assumption: ❖ DITA = increased content reuse! ❖ 10,000 topics ❖ Development cost: $200 per topic (4 hours x $50) ❖ 5% more content reuse = $100,000 in savings (and additional savings in localization) Saturday, October 2, 2010
  • 8. Are you copying and pasting? ❖ Calculate cost of updates in multiple documents ❖ Consider error rates ❖ Don’t forget the mental health toll Saturday, October 2, 2010
  • 9. External content reuse for increased ROI ❖ Software error messages ❖ Product specifications in product database and datasheets ❖ Product descriptions ❖ Training ❖ Tech support Saturday, October 2, 2010
  • 10. Non-DITA problems for content reuse ❖ Improve collaboration among writers ❖ Develop and enforce consistent style standards Saturday, October 2, 2010
  • 11. A wise man once told me… “You should not implement XML as a substitute for creating a style guide.” Saturday, October 2, 2010
  • 12. Also… “Structure is no substitute for management.” Saturday, October 2, 2010
  • 13. ROI depends on team (dys)function. Flickr: kevenlaw Saturday, October 2, 2010
  • 14. A high-functioning team is a prerequisite to… ❖ Share topics ❖ Communicate updates ❖ Minimize content “ownership” issues ❖ Smooth out inevitable conflicts ❖ Cooperate on assignments Saturday, October 2, 2010
  • 15. Complex conditional content may require XML. Photo: www.christianholmer.com Saturday, October 2, 2010
  • 16. XML can help with… ❖ Multiple conditional dimensions (platform, customer, audience, product) ❖ Huge number of possible variations ❖ Dynamic versioning instead of static publishing of a limited number of variations Saturday, October 2, 2010
  • 17. Quality justification for complex conditional text ❖ Eliminate redundancy ❖ More targeted information ❖ Meet customer requirement for personalized documentation ❖ Enable more versioning than supported in current toolset ❖ Enable dynamic publishing Saturday, October 2, 2010
  • 18. Complex conditional example ❖ 40 variations of a deliverable ❖ Configure and publish one at a time: ❖ 1 hour per variant ❖ 40 hours of work per deliverable, per release ($2,000) ❖ Dynamic publishing: publish once Saturday, October 2, 2010
  • 19. Assumptions ❖ Tagging work does not change for static versus dynamic publishing ❖ Programming effort to enable dynamic publishing included in implementation cost Saturday, October 2, 2010
  • 20. Complex conditions require careful design. Photo: Rachel Houghton Saturday, October 2, 2010
  • 21. Yesterday’s content… flickr: uhop Saturday, October 2, 2010
  • 22. Time to market Flickr: chris_radcliff Saturday, October 2, 2010
  • 23. Time to market ❖ If product revenue is $1M per year, then each week of availability is worth about $20K in revenue. ❖ Accelerate delivery of first language ❖ Reduce delays in shipping localized versions Saturday, October 2, 2010
  • 24. New publishing architectures Flickr: ccharmon Saturday, October 2, 2010
  • 25. “One of the great powers of XML is to free information from being merely text on a page, and David Kelly Senior Technical Consultant to give it other kinds of roles.” www.scriptorium.com/blog/2010/09/the-promise-of-xml-publishing.html Saturday, October 2, 2010
  • 26. Integrating with user- generated content ❖ Source content in XML ❖ Transform to accommodate user-generated content ❖ Use metadata to support unified search Saturday, October 2, 2010
  • 27. Just-in-time publishing ❖ Topic-based rather than deliverable- based publishing ❖ Incremental deliveries for localization ❖ Content deliveries decoupled from software deliveries Saturday, October 2, 2010
  • 28. Analytics ❖ Measure how topics are used ❖ Act on information about: ❖ Popular topics ❖ Unpopular topics ❖ Unsuccessful searches ❖ Topics with lots of comments Saturday, October 2, 2010
  • 29. DITA implementation cost averages $106K. ❖ Source: “The state of structure in technical communication,” 2009. www.scriptorium.com/blog/2010/05/ the-state-of-structure-in-technical- communication.html Saturday, October 2, 2010
  • 30. Your business case needs to show more than $106K. ❖ Localization ❖ Increased reuse ❖ Support for complex conditionality ❖ Faster time to market ❖ Support for new publishing architecture Saturday, October 2, 2010
  • 31. Factors that increase implementation cost ❖ Software integration issues ❖ Complex output/formatting requirements ❖ Inconsistent source files ❖ Source files that are not topic-based ❖ Content management system ❖ People Saturday, October 2, 2010
  • 32. Change management is critical Saturday, October 2, 2010
  • 33. A few of my (not) favorite things ❖ Dysfunctional teams ❖ Information hoarding during implementation ❖ Tool-specific blinders ❖ Using XML/DITA to clone an existing, problematic workflow Saturday, October 2, 2010
  • 34. Dysfunctional teams ❖ Improve communication ❖ Improve collaboration ❖ Build trust ❖ Provide project roadmap early Saturday, October 2, 2010
  • 35. Information hoarding ❖ Do not reward this behavior ❖ Implicitly ❖ Explicitly ❖ Avoid communication bottlenecks ❖ Document project decisions ❖ Distribute project information Saturday, October 2, 2010
  • 36. Tool-specific view of the world ❖ Ask for open minds ❖ Consider new features, not just cloning old features ❖ Try out a variety of XML tools Saturday, October 2, 2010
  • 37. Cloning an existing workflow ❖ Identify best and worst features of current workflow ❖ Identify new requirements that can’t be met with current workflow ❖ Understand how new workflow affects authors Saturday, October 2, 2010
  • 38. Match any two for instant XML justification Topics 2,000+ Writers 10+ Supported languages 3+ Deliverable formats 2+ flickr: booleansplit Saturday, October 2, 2010
  • 40. Contact information ❖ Sarah O’Keefe ❖ www.scriptorium.com ❖ okeefe@scriptorium.com ❖ @sarahokeefe Saturday, October 2, 2010