The ROI of user documentation: you could break even if you avoided 3 support calls per week 

We’ve been experimenting with another spreadsheet for calculating the Return on Investment (ROI) on User Assistance.

We wanted to look at: how many support calls an organisation needs to have resolved by users reading the Help content instead of calling Support, before it starts to see a return on the cost of creating the Help.

Using typical costs for an average sized software application, the figures suggest you could break even if you avoided 3 support calls per week.

Chart showing the ROI of user documentation

Contact us if you’d like a copy of the spreadsheet, so you can make your own calculations.

You also find a related Support call cost reduction spreadsheet on the main Cherryleaf website.

The new marketing funnel for software and other technology products

Prospective customers today know more about products than they have ever done. Many people tend to search for the solution to their problem on the Web and through Social Media before they buy a product or service, and many of them never even touch the product before buying it. This means the “marketing funnel” has changed into a loop. At different points in that customer journey loop, User Assistance can help people move from being prospects to be customers and advocates:

The new customer journey loop

Can a Technical Author be a master of more than one trade?

Technical Authors are normally seen as masters of writing user documentation, but their skills are not often applied to other areas of the business. For example, it’s usually the case our clients for software documentation are different from our procedures writing clients.

However, we’re currently working for a client where we began by editing a white paper, and this has led us on to other projects across departments. Work has included developing customer journey maps, a terminology database, as well as the online Help. The role is morphing into that of a content editor role: checking for consistency, spotting errors in marketing copy, rewriting copy, and so on.

So what is different? What has led to this wider scope? It may be due to us being recommended to them by word of mouth, and they had greater confidence in our abilities. It may be because they are a start up. It could be because many of the staff are not native English speakers.

We suspect it’s because the first project was the white paper. They had something that was very useful to them, for promoting the company. They also included us in their in-house chat system, which meant we could see other areas where they had issues with content. This led to us intervening more than usual, making suggestions in a proactive way. The growth of chat systems, such as Slack and Socialcast, within companies could open up other opportunities for other Technical Authors, as long as they take the initiative.

Do you need DITA?

Judging by Social Media last week, there were many strong opinions at the tekom tcworld conference towards the DITA authoring standard and the associated tools. It seemed, as the philosopher Swift once said, “Haters gonna hate”, and, by inference, “Hypers gonna hype”.

Eliot Kimber provided an interesting summary in a post to the DITA users group forum (Trip Report: Tekom 2015, DITA vs Walled Garden CCMS Systems):

“For background, Germany has had several SGML- and XML-based component content management system products available since the mid 90’s, of which Schema is probably the best known. These systems use their own XML models and are highly optimized for the needs of the German machinery industry…These products are widely deployed in Germany and other European countries. DITA poses a problem for these products to the degree that they are not  able to directly support DITA markup internally, for whatever reason, e.g., having been architected around a specific XML model such that supporting other models is difficult. So there is a clear and understandable tension between the vendors and happy users of these products and the adoption of DITA…
…It’s clear to me that DITA is gaining traction in Europe and, slowly, in Germany but that the DITA CCMS vendors will need to step up their game if they want to compete head-to-head against entrenched systems like Schema and Acolada. Likewise, the DITA community needs to do a better job of educating both tools vendors and potential DITA users if we expect them to be both accepting of DITA and successful in their attempts to implement and use it.”

This may have led those who are asking, do I need DITA?, to come away from the conference more confused than before. So, we thought it might be useful to provide a rough guide to whether it’s worth adopting DITA:

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You probably don’t need DITA if:

  • The way the content looks to the user is the most important issue.
  • You have fewer than four writers.
  • You write narrative content.
  • You have limited budgets for tools, training and migration.
  • You don’t have the time to deal with the issues around changing working methods.
  • Your content has a “shelf life” of less than two years.
  • You use a lot of graphics with annotations.
  • You need to customise outputs [added] for individual documents [added] (such as PDFs).
  • The cost of migrating existing content will be expensive.
  • You want the presentation layer embedded with the content layer.
  • You don’t want to work within strict rules regarding how topics are written (where content is marked up semantically).
  • You need to put JavaScript code directly inside topics.
  • You need to use the tools used by developers or the marketing department.
  • You want a simple information architecture.

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You might need DITA if:

  • You need to write to (and enforce) a standard.
  • You need to localise content into many languages.
  • You have more than four writers.
  • You want to write semantically.
  • You need a more efficient authoring, [added] reviewing [added] and publishing process.
  • You create many variations of the same document.
  • You want intelligent content that can adapt to different users and contexts.
  • You are spending too much time on formatting content.
  • You need to re-use content in different projects and different contexts, and make those topics accessible to other writing teams who might want to re-use them.
  • You need to establish a controlled vocabulary and taxonomy.
  • You want content validated for consistency.
  • You want automated publishing.

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You probably do need DITA if:

  • You need to share content with other organisations.
  • Your content will need to last more than 30 years.
  • You want content to be stored in an open data standard, independent of any tool.
  • You don’t want to be tied into a specific authoring tool, content management system or publishing/rendering engine.
  • You need transclusion (where an element can replace itself with the content of a like element elsewhere) across a range of media.
  • You want to have a way of generalising back to a common standard.

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Do you agree?

Please share your thoughts below.

Software companies are not selling boxes anymore

Wistia’s Chris Savage has written an article on how the company focuses on articulating its company vision to differentiate itself in a competitive marketplace.

In the article, he states:

“To buy software back in the day, you’d go to the store, buy a box, and bring it home. Inside of the box would be a shiny CD, which had your new program on it.

You’d install the program on your computer, and then you’d use it for a few years. When the next version came out, maybe you’d get a discount because you bought the previous version. If it had some good upgrades, you’d consider making a purchase.

That’s all changed.

Now when you’re buying software, you’re not getting a static product. You’re buying something that’s continually evolving and changing. At Wistia, like most SaaS companies today, we deploy fixes and improvements multiple times per day.

When we buy software today, we’re not just buying into the current benefits, features, and price. Instead, we’re making a bet on the product’s future.”

Customers expect a continuing relationship with companies. They expect the product to grow, to see an ecosystem to evolve. Interwoven into this, is the support they receive. They expect high quality information when they want to explore how to get more out of the product, or troubleshoot any issues. This means User Assistance, the online Help, must become part of the initial design, and part of the user experience. It can no longer be an afterthought bolted on once the product has been developed.

Technical communication as a brand – The CEO and the technical communicator

The CEO and the technical communicator ebookSince I wrote the post on Technical communication as a brand, we’ve been working on an idea we had for promoting the profession. The end result is another story, another free graphic novel you can download, called The CEO and the technical communicator.

It’s published under a Creative Commons licence, so anyone can forward it on, as long as they don’t modify it or sell it.

There’s a lot of factual evidence about the value of technical communicators to an organisation (such as the ROI calculators on our website), so we thought we’d see if we could appeal to the heart as well as the head by using a story-based approach.

Technical communication comes in many forms, so there were some challenges in coming up with something that was representative of the whole profession. Partly to get around this, the document shows people’s reactions to the content created, rather than showing the content itself. It also uses the word “content’ as a catch-all for document, manual, book, Help file, Web page, illustration, and so on.

We’ve also developed an ISTC-branded version that the Institute for Technical Communicators could use itself to promote the profession. We’ve sent it to to the ISTC Council for their consideration and comments. The document might be modified if they ask for any changes to be made; for example, we’re wondering if there should be greater emphasis on the writing aspect of the role.

You can download the Cherryleaf version from our website. Let us know what you think, using the comments below or by email.