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SIGDOC Newsletter
September 2003 :: Volume 4, Number 3


Our members | Looking Ahead | Interesting Items | Features | Job Market

Features

Is Your Organization’s Technical Content in Sync?

By Rob Pierce

Technical communicators are almost unanimously considered writers in a technical organization. However, technical content does not only consist of a company's documentation deliverables. There is also a large - possibly larger than the documentation deliverables - amount of technical content created by Technical Support specialists in the form of technical notes that are questions and answers to customer issues. In addition, there are also training materials, sometimes created by a separate organization from the documentation team.

Are these separate bodies of technical content - the documentation deliverables, training materials, and the collection of technical notes - consistent?

I am interested in learning what our members think about this question? Is this a serious issue for an organization's technical content presentation and usability to customers? Or, is it a passé consideration since most organizations have this issue solved?

How do you make the technical support, documentation teams, and course training developers of a company be more in sync?

Let’s assume our organization has one documentation team that creates the documentation deliverables and the training materials. How do you ensure that all of the documentation is in sync with Support’s technical notes?

How can the two groups collaborate so that each body of technical content helps optimize the collective technical content a company provides?

Is there a way of implementing a formal process that ensures writers query the repository (that is, the database) of Support's technical content for information that they might not have?

Is it feasible to consider implementing a change management system that helps track changes and links Support and Documentation teams to technical content changes or new information that had documentation impact? Such a change management system might ensure that information winds up in one appropriate location, either in a documentation deliverable or a technical note.

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For example, each record in a change management database could define a field that alerts a documentation group to certain issues or changes or features with documentation impact. Each record could also have similar fields designed to alert the support group. An authorized user could have access to track changes made by both groups.

The goal of such a solution is to improve, across an organization, the scope of technical content provided by the Support and Documentation groups. This improvement directly helps customers succeed with using a product or technology.

If you worked for an organization that implemented such a change management system, would such a system be useful? If management mandated that you must follow the process to track changes that had impact on your documentation deliverables, would you embrace the idea? Do you believe that both Support and Documentation groups would use a process designed in this way?

The change management system could be the "link" between the Documentation and Support groups, in order to help the two group work more collaboratively and in sync with maintaining their separate repositories of technical content.

My experience has been that Support personnel are very interested in such an idea. I would like to see what our readers have to say - both their thoughts and their experiences in this area.
In looking at the current status of this situation, I would say that there is a certain amount of redundancy and sometimes inaccuracy (that is, not the most up to date information) between the content provided by Support (in the technical notes) and the documentation deliverables. There also does not seem to be a process or mechanism for both Support and Doc groups to keep in sync with new content. They seem to more run in a parallel fashion. Perhaps, if a process was put in place, more consistency could be achieved across an organization.
But it is important to remember that creating a process and implementing a solution with a change management system still requires buy-in from the people who need to follow the process.

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Tools can be designed to implement and facilitate a process but the value is only realized when people use the tools and follow the guidelines of the process. Still, you must first design and implement a process before you can mandate the facilitation. Hopefully, the facilitation follows when the clear view to its benefits can be seen.

The key to ensuring successful adoption of the initiative is for both Documentation and Support groups to buy into the idea, so that it will be followed by both groups and not just maintained by one or the other.

Using a change management to help single source information may provide an optimal solution. By enabling both Support and Documentation groups to use the system, each group has a direct link to the other group's relevant technical content. The groups can then collaborate more effectively when developing new technical content. They can coordinate where specific content belongs.

For example, for a given change request record, a writer could look at the Support information to verify that it was consistent with the documentation. If the writer detected errors or inconsistencies between what they read in the documentation with what they saw in a given technical note, then they would have direct access to the Support contact and could directly contact them to collaborate on what being documented in each repository of technical content.
From the Support perspective, this framework might provide an efficient mechanism to ensure that defects that are found internally are documented as a solution before the defects are discovered by customers.

If the solution is created and the process to use it is followed by both Documentation and Support groups, then the development of your company's product documentation deliverables and technical notes will be collaborative. And the technical content for your company will be consistently optimized for your customers.

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