peggy sanchez: portal 2.0 case study
TRANSCRIPT
Portal 2.0 Case Study
Peggy Sanchez
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Milestones Accomplished
● Updated equipment
● Standardized authoring tools
● Acquired a component content management system
● Learned a new standard
● Trained on all the new tools
● Learned about metadata
● Created a new portal
● Delivered on time
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Lessons Learned
●We’re definitely on the right track
●We’ve got the right tools
●We’ve embraced DITA
●The portal functionality is robust
●The portal functionality is in our control
●Failures to users could almost always be prevented
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Value Adds from 1.0
●Writers were in charge of documentation
●Search results were entirely in our control
●Pdfs were still available
●Metrics
●Review capabilities online
●No need for publication numbers
These worked against us
●Writers were in charge of documentation
●Search results were entirely in our control
●Pdfs were still available
●Metrics
●Review capabilities online
●Need for publication numbers
On to 2.0
●Scoping Workshop
●Responsive design
●Versioning
●SalesForce Integration
●Review enhancements
●Changes to authoring efforts
Pubs Portal
● Sort on content by product
● Sort on release● Make a pdf available● Save individual topics
outside of the doc● See where I am in TOC● See where I’ve been in
TOC● See all the content that
exists
● Publish additional versions of documentation without fuss
● Show those versions when a doc is called up
● Add content that is separate from DITA
● Find that content● Go back to topics I looked at
earlier● Find a doc even if the title
changed● Find content by pub number
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Lessons Learned
● The workshop is invaluable
● Writers have control
● Clear processes must be in place
● Training Training Training
● We’re still dealing with writing issues – web vs book
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Questions?
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