Getting information from Subject Matter Experts

Flickr photo an interview by illustirInterviews with Subject Matter Experts (SMEs) are some of the most useful sources for Technical Authors when they are gathering information about a product or procedure. This often involves asking a developer or departmental manager a series of questions focused on the types of questions end users are likely to ask.

Interviewing is one of those dark arts that Technical Authors pick up over time – techniques for getting SMEs to find the time to speak to you and review your drafts, ways to avoid conversations meandering away from what the user will want to know, tools for capturing the interview, and so on.

So what tools should you use?

Coming armed with biscuits (cookies in the USA) is probably the most effective tool! After that, the most useful tool to have is a voice recording device. If you have a smartphone, in effect, you have a digital voice recorder. There are many voice recording apps for both iOS and Android, but the one we like is Recordium.

Recordium

In addition to recording audio, Recordium also enables you annotate the voice recording. You can highlight and tag certain parts of audio recordings (for example: to indicate a new topic or to mark sections that relate to definitions of terms etc), and add attachments to those sections as well. You can use it, in effect, as an audio-orientated note clipping application, similar to Evernote.

Recordium also enables you to vary the playback speed. We’ve found this useful when SMEs are using specialist terminology – you can slow down the recording to check what it was they actually said. Listening at a faster speed is also a useful way of reviewing a recording quickly.

Technical Authors still need to transcribe sections of the interview, so it becomes text. Unfortunately, Text-to-Speech applications still have some way to go. Dragon Dictation is available for Apple devices, and ListNote offers similar functionality for Android. However, even if you are just a two fingered typist, you’re probably better off transcribing the audio yourself.

Are there any other apps you’d recommend? Let us know.

4 thoughts on “Getting information from Subject Matter Experts

  1. Nice suggestion on the audio apps.
    I often ask… “could you do a quick sketch of what you mean?”. There’s plenty of apps for that, but a good ol’ pen and paper or whiteboard works well. Take a photo after if it is on the whiteboard.

  2. I often have to interview people in other locations so voice recording becomes less useful as the sound quality is poor when recording a webex. However I have found that using a screen capture tool such as Snagit is useful. As an SME goes through a show and tell, I can ask them to stop so I can capture what they are doing.

Leave a Reply

Your email address will not be published. Required fields are marked *

CAPTCHA Image

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Notify me of followup comments via e-mail. You can also subscribe without commenting.