How technical documentation helps the customer journey

Here is a diagram that shows the different types of User Assistance that can help users as they progress through the customer journey:

how user assistance helps the customer journey

Supporting the user through the customer journey has become more important, partly because the subscription, “try before you buy”, sales model means users can stop being a paying customer at a moment’s notice. Today, all of the information you provide, both pre- and post- sales, needs to provide the same consistent, high quality, experience to the user.

Have we missed anything out? Let us know if you think the image should be changed in any way.

A technical communication user’s hierarchy of needs

At the TCUK 2015 conference, Rachel Johnston mentioned the idea of a content maturity model. We thought we’d take this idea and ask:

Could we develop a model that illustrates a hierarchy of needs for users of technical communication (and in particular, User Assistance)?

A model of what?

We suggest calling this model a technical communication user’s hierarchy of needs. This is because we’re considering the different points where a user interacts with technical communication content, the information they need, and value it gives to them.

It takes a similar approach to the content maturity model Rachel suggested (shown in the photo below), with the least mature organisations providing just the legal minimum, and most mature content systems contributing to branding and evangelism.

content maturity model diagram

A user’s hierarchy of needs also enables us to compare this model to similar models from content marketing and product design. For example, the categories in our model’s hierarchy roughly correspond to Peter Morville’s “User Experience honeycomb”, as well as the key elements in product design.

Continue reading

Stack Overflow is moving into documentation (get the popcorn)

Stack Overflow, a collaboratively edited question and answer site for programmers, has announced its plans to add documentation to the site:

“Lately we’ve been asking ourselves “what else could we do to improve developers’ lives on the internet?”. Jeff’s original announcement of Stack Overflow said this:

There’s far too much great programming information trapped in forums, buried in online help, or hidden away in books that nobody buys any more. We’d like to unlock all that. Let’s create something that makes it easy to participate, and put it online in a form that is trivially easy to find.

Stack Overflow has made all of that a lot better, but there’s one area that is still hanging around: Documentation. Just like Q&A in 2008, Documentation in 2015 is something every developer needs regularly, and something that by most appearances stopped improving in 1996. We think, together, we can make it a lot better….

…We’re hoping we can improve documentation, not just move it under the domain.”

It will be fascinating to see how this project progresses – what issues they encounter, how they tackle these, and if the solutions work.

Continue reading

New date for our advanced technical writing course

Trends in Technical Communication Course – Advanced Technical Writing TechniquesWe’re moving our public classroom course on Trends in Technical Communication Course – Advanced Technical Writing Techniques from the 18th September to Tuesday 22nd September. There are places available if you’d like to book.

We’ve also run this course a number of times during the summer as an “onsite” course for clients, using WebEx and Lync (soon to be called Skype for Business). Using online meeting technologies like these means we can deliver training to authoring teams throughout the world.

We have been asked if individual delegates overseas could use these platforms to participate in our public, classroom, course. I’m afraid we don’t offer this. The “online meeting” courses involve using special lighting and audio equipment that isn’t available in the training rooms we use for the public courses. Also, it would be very difficult for the trainer to manage two different delivery methods simultaneously.

Why “What are good and bad examples of technical writing?” is a difficult question to answer

There’s an interesting discussion thread in the ISTC’s discussion forum regarding good and bad examples of technical writing. Incoming ISTC President Alison Peck has been asked by a researcher for a radio programme if she could provide some examples of technical writing: “well done, badly done and particularly innovative or strange”. As it’s a radio programme, these examples are likely to be read out.

This is not as straightforward to answer as you might think.

Firstly, most technical communicators work under non-disclosure agreements, so the best and worst examples often aren’t for public consumption.

Secondly, a lot of poor examples are from content that has been badly translated into English. They may have been well written originally, but they might have become mangled through the process of localising the content.

Thirdly, as Alison pointed out in her original message in the online forum, reading out very basic instructions out of context is not going to be particularly riveting or easy for the listener to grasp.

Fourthly, although technical communication is about clear communication – clear sentences – the role of technical communication is mostly about addressing the question, can the user do the task?

Minimalism, which most technical communicators use, focuses on:

  1. Adopting an action-oriented approach (to minimise the amount of reading)
  2. Starting immediately on meaningful tasks
  3. Supporting users in recognising errors and recovering from them

That requires more than clear and simple sentences; it requires information design as well. This means any examples ideally should show how well or badly they enable the user to complete the task. That requires an understanding of the task itself, and this makes it difficult to do this in a few seconds on the radio.


Design-led technical documentation

Peter J. Bogaards posted a link on Twitter yesterday to an article and a press release on how IBM is adopting a design-led approach to software design.

“IBM Design Thinking is a broad, ambitious new approach to re-imagining how we design our products and solutions … Quite simply, our goal — on a scale unmatched in the industry — is to modernize enterprise software for today’s user who demands great design everywhere, at home and at work.” (Phil Gilbert, general manager, IBM Design)

I understand the IBM Design Thinking approach will affect everything it does: product development, processes, innovation, and, interestingly, the technical documentation/user assistance associated with products. Both design and traditional technical communication share the same goals – to deliver something that is very usable, robust and aesthetically pleasing – so it makes sense to have the two teams aligned closely.

Continue reading

Our next Advanced Technical Writing Techniques course – 24th April 2014

After a short break, our Advanced Technical Writing Techniques training course has returned. We’ve scheduled a public course for Thursday 24th April 2014, in South Kensington, central London.

Past clients include technical communicators from Citrix, GE, IBM UK, Lloyds Banking Group, Sage plc, Schlumberger and Visa International. One delegate commented:

“The way in which customers consume our content is changing, as are the different expectations customers have regarding user assistance and support. Your course provided further insight and ideas regarding how to review and adapt to ensure content is relevant and appealing to our customers.”

This course is ideal for Technical Authors and those developing assistance for users of software.

Discover the advanced new writing styles emerging in technical communication. Don’t get left behind. You can book a place via the webpage Trends in Technical Communication Workshop – Advanced Technical Writing Techniques.

The roofer who makes £400/day because he read the Velux installation guide

Mark the Roofer came round to replace a broken tile on our roof late last week, and he told us that the Velux windows we’d had installed were fitted incorrectly. Apparently, up until two years ago, Velux windows needed to be fitted to the rafters, but now they should be installed onto a batten.

The consequence of fitting the newer style windows using the old method is they aren’t set high enough on the roof. The result is rainwater doesn’t drain freely, and is only held back by the surrounding felt. As the felt degrades over time (he said it’s usually two to three years), water starts to drip through into the room below.

The Velux installation guides and videos are actually very clear and well written, so it seems the reason why some builders seem to be installing the windows incorrectly is because they haven’t read the instructions in the last two years.

This roofer has read them, and makes a habit of checking any Velux windows he sees on the roofs he’s working on. It means he is able follow up many of his small £20 tile replacement jobs with larger £400 Velux re-installation projects. Sometimes, reading the manual pays.