authoring software product guidance and documentation

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Authoring Product Guidance Quentin Christensen [email protected]

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Complex products need great support. This is an introduction to the importance of guidance and the different types of content you can create to help customers understand and use your products.

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Page 1: Authoring Software Product Guidance and Documentation

Authoring Product GuidanceQuentin [email protected]

Page 2: Authoring Software Product Guidance and Documentation

I find your lack of guidance disturbing.

Page 3: Authoring Software Product Guidance and Documentation

Why write guidanceHappy customersOne right way, many wrong waysYou can’t answer every question individually

Happy supportFind the answers to our customer’s issuesBetter at helping customers succeed

Happy PMsYour features get used Learn ideas for next release

You’re Joe? I read your blog! You’re so hot.

Page 4: Authoring Software Product Guidance and Documentation

Full Bleed Photos

Pictures can set a mood orevoke emotion, making fora more memorable presentation.I love a great white paper, it

makes it easier to build stuff.

Page 5: Authoring Software Product Guidance and Documentation

Types of Guidance

Code samplesWhite papers

Blog postsKnowledge Base Articles

Capacity Planning

Help Docs

Guidance is like a recipe, great guidance makes tasty products.

Page 6: Authoring Software Product Guidance and Documentation

Types of GuidanceBlog Posts – good for informal content, fast publishingKnowledge base articles – short articles that highlight a problem and solutions to resolve itWhite papers – in depth technical documents covering a topic with examplesCode samples – a snippet of code and a description of how to use itHelp docs – support articles that explain product features and how to use themCapacity planning – technical articles covering limits, performance factors, and sizing of hardware to run a software product given usage and load characteristics

Page 7: Authoring Software Product Guidance and Documentation

Some words of advice…PrioritiesGuidance for complex products is essentialDo not release a product without it

It takes time, a lot.White papers - full time job for weeksBlog posts – hours per postHelp content – dedicated writers usually required

DependenciesTime for peer reviewTime for validation of guidanceTime to publish

Page 8: Authoring Software Product Guidance and Documentation

ProcessWhite PapersTable of contents / TopicsReviewRough draftReviewMiddle draftReviewFinal DraftReviewPublish

BlogsGenerate ideasWrite table of contentsWrite code sampleReview code sampleWrite postGet screenshotsReviewPublish

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What will you be doing over the next six months?

Page 10: Authoring Software Product Guidance and Documentation

Example White Paper6 months from start to publishing41 pages, 397 revisions (tracked changes)

Defining scope:High-level “what questions do we want to answer?”Loop in experts around the team early on

Gathering data:Working with quality assurance to define & prioritize test casesWorking with customers to learn about environments and configurationsMonitoring performance counters

Getting feedbackLots of iteration

Page 11: Authoring Software Product Guidance and Documentation

FeedbackYou will get lots of it (it’s a bad sign if you don’t)Sometimes you’ll get contradictory feedbackYou own driving resolution/agreement

If you’re not currently the SME, you will be

Page 12: Authoring Software Product Guidance and Documentation

ReviewsWhite PapersReview ideas for sectionsReview page by pageGet the necessary experts to attend

BlogsWrite it upGet a peer to review itFeel free to include other SMEsIf code sample, have dev and test review and test it

Page 13: Authoring Software Product Guidance and Documentation

ConclusionWrite + review + ? + publish = look cool & profit $