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Pulling Localization Upstream

  Katherine (Kit) Brown-Hoekstra
       16 November 2011
Introductions




16 November 2011   (c) 2011 Comgenesis, LLC   2
Introductions




                            From http://www.flickr.com/photos/42742849@N00/3150620989/sizes/m/in/photostream


16 November 2011     (c) 2011 Comgenesis, LLC                                                                  3
Agenda

              Reasons for Integration
              Definitions
              Levels of Globalization
              Technical Communication Process
              Localization Process
              Process Integration
              Potential Problems
              Return on Investment

16 November 2011            (c) 2011 Comgenesis, LLC   4
Reasons for Integrating

              Faster time to market
              Increased global customer
               satisfaction
              Decreased localization costs
              Improved efficiency
              Improved quality
              Rapidly changing global market
16 November 2011           (c) 2011 Comgenesis, LLC   5
Number of Native Speakers*


          1.  Chinese: 1.2 billion
          2. Spanish: 329 million

          3. English: 328 million

          4. Arabic: 221 million

          10. German: 90.3 million

          16. French: 67.8 million

                                            *As of 2009, from Ethnologue.com
                                            http://www.ethnologue.com/ethno_docs/distribution.asp?by=size

16 November 2011        (c) 2011 Comgenesis, LLC                                                            6
Ratio Non-Native to Native
Speakers




16 November 2011   (c) 2011 Comgenesis, LLC   7
94




% of Population




                            415                          6,909
                            Number of Living Languages

    16 November 2011         (c) 2011 Comgenesis, LLC            8
Top 10 Languages on the Web




 16 November 2011   (c) 2011 Comgenesis, LLC   9
Cost/Benefit Analysis


                   Cost




                          Benefit




16 November 2011          (c) 2011 Comgenesis, LLC   10
Globalization

               The process of aligning the product design,
               marketing, packaging, and support
               materials with a global product strategy.

          The focus is typically at the organizational
            level, and is strategic




16 November 2011              (c) 2011 Comgenesis, LLC       11
Internationalization (I18N)

               The process of creating a flexible system architecture
               and processes for the product and documentation so
               that they can be easily customized to meet the needs
               of a specific locale. Generally focuses on the
               technical side of globalization.

               The key idea is that this process is accomplished
               in the source.




16 November 2011                  (c) 2011 Comgenesis, LLC              12
Levels of Globalization/I18N

              Organization
              Process
              Product
              Documentation




16 November 2011          (c) 2011 Comgenesis, LLC   13
Process

              Ensure CMS workflow and tool set support localization

              Consider localization requirements at every stage of development

              Build strong QA and editing guidelines/processes

              Close the feedback loop with localization

              Develop and enforce effective change control

              Establish International usability testing and market research

              Integrate In-country review process w/ product cycle


16 November 2011                      (c) 2011 Comgenesis, LLC                    14
Technical Communication
Process
Content and
Product Design                      Writing/Editing
                                                            Team Review



                    Design Doc
  Template &          Review           Terminology
                   Other Research      Management
 Style Guide
 Development                                                  Revise


                                                Usability
                                                 Testing
 Information
Architecture                                                    QA
Development




       Project                            Final
     Post-Mortem                                             Approval
                                      Deliverables

16 November 2011                (c) 2011 Comgenesis, LLC                  16
Content Management




Courtesy of Author-it Software Corporation


  16 November 2011                           (c) 2011 Comgenesis, LLC   17
Content Management (cont)




                                              Courtesy of Author-it Software Corporation

16 November 2011   (c) 2011 Comgenesis, LLC                                         18
Localization Process
Project Kick-off          File Prep
    Meeting               & Analysis                     Translation




                                                          QA




                   In-Country Review                DTP/Engineering




  Project                                           DTP QA/Testing
                    Final Deliverables
Post-Mortem




16 November 2011         (c) 2011 Comgenesis, LLC                      20
Tech Comm Process with I18N
& L10N Integrated
Info Arch/Template
   Content and                     Writing/Editing
  Product Design                                             Team Review




                             Terminology
                                                               Revise
                             Management
                Pseudo-
               Translation                 Pre-Translation


                                                                 QA

            Internationalization


Localization
 Proj. Mgmt                        Localization               Approval


 16 November 2011              (c) 2011 Comgenesis, LLC                    22
Process Comparison
    Technical Communication                         Localization
    o Creative                                      o Transcreation to fit cultural
    o Developmental                                   expectations
    o Fuzzy Parameters                              o Transference
    o Iterative                                     o Clear parameters
    o Distillation of technical data into           o More Linear
      usable information                            o Tasks performed by different
    o Multiple responsibilities (project              specialists (translation, QA, project
      management, research, templates,                management, desktop publishing,
      style guides, writing, editing,                 engineering)
      graphics, testing, etc.)                      o Constant deadline pressure
    o Frequent deadline pressure                    o Often pushed to the end of a project
    o Often receives last-minute
      additions/changes


16 November 2011                            (c) 2011 Comgenesis, LLC                          23
Harnessing the Power
of CMS to Integrate Processes
             Pull localization upstream
             Structure workflow
             Modularize and structure content
             Edit for internationalization
             Write once, publish many times
             Separate content from format
             Establish terminology management
             Maximize re-use
             Enforce consistency
             Reduce desktop publishing/engineering
              costs
16 November 2011            (c) 2011 Comgenesis, LLC   24
Potential Problem Areas
             Needs analysis
             Content analysis
             Editing and change management
             Metadata and attribute management
             Tool selection
             Style guide
             Terminology consistency
             Workflow
16 November 2011          (c) 2011 Comgenesis, LLC   25
Return on Investment
Reuse




                   Courtesy of Mark Lewis, from DITA 101, a Rockley Group publication.


16 November 2011                            (c) 2011 Comgenesis, LLC                     26
Return on Investment

          CMS Workflow
           Improved localization project
            management
           Improved content throughput

           Faster time to market

           Reduced localization costs (20% or
            more)

16 November 2011        (c) 2011 Comgenesis, LLC   27
Return on Investment

          Automated Formatting
           Reduced cost of DTP per language
            of 80% or more
           Improved consistency across
            languages
           Improved focus on content quality



16 November 2011        (c) 2011 Comgenesis, LLC   28
Questions?
Contact Information

          Kit Brown-Hoekstra
          Comgenesis, LLC
          Phone: +1 720.542.3075
          Email: kit.brown@comgenesis.com
          Twitter: @kitcomgenesis



16 November 2011       (c) 2011 Comgenesis, LLC   30

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Integrate loc tc_lavacon2011_kbh

  • 1. Pulling Localization Upstream Katherine (Kit) Brown-Hoekstra 16 November 2011
  • 2. Introductions 16 November 2011 (c) 2011 Comgenesis, LLC 2
  • 3. Introductions From http://www.flickr.com/photos/42742849@N00/3150620989/sizes/m/in/photostream 16 November 2011 (c) 2011 Comgenesis, LLC 3
  • 4. Agenda  Reasons for Integration  Definitions  Levels of Globalization  Technical Communication Process  Localization Process  Process Integration  Potential Problems  Return on Investment 16 November 2011 (c) 2011 Comgenesis, LLC 4
  • 5. Reasons for Integrating  Faster time to market  Increased global customer satisfaction  Decreased localization costs  Improved efficiency  Improved quality  Rapidly changing global market 16 November 2011 (c) 2011 Comgenesis, LLC 5
  • 6. Number of Native Speakers* 1. Chinese: 1.2 billion 2. Spanish: 329 million 3. English: 328 million 4. Arabic: 221 million 10. German: 90.3 million 16. French: 67.8 million *As of 2009, from Ethnologue.com http://www.ethnologue.com/ethno_docs/distribution.asp?by=size 16 November 2011 (c) 2011 Comgenesis, LLC 6
  • 7. Ratio Non-Native to Native Speakers 16 November 2011 (c) 2011 Comgenesis, LLC 7
  • 8. 94 % of Population 415 6,909 Number of Living Languages 16 November 2011 (c) 2011 Comgenesis, LLC 8
  • 9. Top 10 Languages on the Web 16 November 2011 (c) 2011 Comgenesis, LLC 9
  • 10. Cost/Benefit Analysis Cost Benefit 16 November 2011 (c) 2011 Comgenesis, LLC 10
  • 11. Globalization The process of aligning the product design, marketing, packaging, and support materials with a global product strategy. The focus is typically at the organizational level, and is strategic 16 November 2011 (c) 2011 Comgenesis, LLC 11
  • 12. Internationalization (I18N) The process of creating a flexible system architecture and processes for the product and documentation so that they can be easily customized to meet the needs of a specific locale. Generally focuses on the technical side of globalization. The key idea is that this process is accomplished in the source. 16 November 2011 (c) 2011 Comgenesis, LLC 12
  • 13. Levels of Globalization/I18N  Organization  Process  Product  Documentation 16 November 2011 (c) 2011 Comgenesis, LLC 13
  • 14. Process  Ensure CMS workflow and tool set support localization  Consider localization requirements at every stage of development  Build strong QA and editing guidelines/processes  Close the feedback loop with localization  Develop and enforce effective change control  Establish International usability testing and market research  Integrate In-country review process w/ product cycle 16 November 2011 (c) 2011 Comgenesis, LLC 14
  • 16. Content and Product Design Writing/Editing Team Review Design Doc Template & Review Terminology Other Research Management Style Guide Development Revise Usability Testing Information Architecture QA Development Project Final Post-Mortem Approval Deliverables 16 November 2011 (c) 2011 Comgenesis, LLC 16
  • 17. Content Management Courtesy of Author-it Software Corporation 16 November 2011 (c) 2011 Comgenesis, LLC 17
  • 18. Content Management (cont) Courtesy of Author-it Software Corporation 16 November 2011 (c) 2011 Comgenesis, LLC 18
  • 20. Project Kick-off File Prep Meeting & Analysis Translation QA In-Country Review DTP/Engineering Project DTP QA/Testing Final Deliverables Post-Mortem 16 November 2011 (c) 2011 Comgenesis, LLC 20
  • 21. Tech Comm Process with I18N & L10N Integrated
  • 22. Info Arch/Template Content and Writing/Editing Product Design Team Review Terminology Revise Management Pseudo- Translation Pre-Translation QA Internationalization Localization Proj. Mgmt Localization Approval 16 November 2011 (c) 2011 Comgenesis, LLC 22
  • 23. Process Comparison Technical Communication Localization o Creative o Transcreation to fit cultural o Developmental expectations o Fuzzy Parameters o Transference o Iterative o Clear parameters o Distillation of technical data into o More Linear usable information o Tasks performed by different o Multiple responsibilities (project specialists (translation, QA, project management, research, templates, management, desktop publishing, style guides, writing, editing, engineering) graphics, testing, etc.) o Constant deadline pressure o Frequent deadline pressure o Often pushed to the end of a project o Often receives last-minute additions/changes 16 November 2011 (c) 2011 Comgenesis, LLC 23
  • 24. Harnessing the Power of CMS to Integrate Processes  Pull localization upstream  Structure workflow  Modularize and structure content  Edit for internationalization  Write once, publish many times  Separate content from format  Establish terminology management  Maximize re-use  Enforce consistency  Reduce desktop publishing/engineering costs 16 November 2011 (c) 2011 Comgenesis, LLC 24
  • 25. Potential Problem Areas  Needs analysis  Content analysis  Editing and change management  Metadata and attribute management  Tool selection  Style guide  Terminology consistency  Workflow 16 November 2011 (c) 2011 Comgenesis, LLC 25
  • 26. Return on Investment Reuse Courtesy of Mark Lewis, from DITA 101, a Rockley Group publication. 16 November 2011 (c) 2011 Comgenesis, LLC 26
  • 27. Return on Investment CMS Workflow  Improved localization project management  Improved content throughput  Faster time to market  Reduced localization costs (20% or more) 16 November 2011 (c) 2011 Comgenesis, LLC 27
  • 28. Return on Investment Automated Formatting  Reduced cost of DTP per language of 80% or more  Improved consistency across languages  Improved focus on content quality 16 November 2011 (c) 2011 Comgenesis, LLC 28
  • 30. Contact Information Kit Brown-Hoekstra Comgenesis, LLC Phone: +1 720.542.3075 Email: kit.brown@comgenesis.com Twitter: @kitcomgenesis 16 November 2011 (c) 2011 Comgenesis, LLC 30