Knowledge Integration
The Future of Technical Communications

Tristan David Bishop, Senior Principal Business Analyst
July 15, 2010
Introduction
About the speaker:
                             Tristan David Bishop helps Symantec to deliver
                             "the right knowledge to the right customers at the
                             right time in the right language."

                             By integrating technical publishing best practices
                             with web delivery innovation, Tristan forges
                             solutions that optimize customer experience,
                             improving the corporate/customer relationship.

Tristan David Bishop,
Sr. Prin. Business Analyst




                                                                                  3
Symantec
• Operates in more than 40 countries
• FY 2009 revenue = $6.2 billion (Enterprise=$4.4b, Consumer=$1.8b)
• Over 17,500 Team Members
• Revenue by Geography:
  – Americas. . . . . . . . . . . . 55%
  – EMEA. . . . . . . . . . . . . . . 30%
  – APJ. . . . . . . . . . . . . . . . . 15%

• Secures half of the world‟s data
• Backs up half of the world‟s data


                                                                      4
Agenda


     1   Changing Landscape

     2   Knowledge Integration

     3   Required Skills

     4   Knowledge Integration at Symantec




                                             5
The Changing
Landscape
The Changing Landscape
1. Mobile Communications
2. Content: Static to Dynamic
3. Topic-Based Publishing
4. Global Knowledge Requirements
5. Web-Based Support
6. User-Generated Content




                                   7
Established content practices are
   undergoing profound and
   fundamental changes



     Clarlone, Kadie and Laplante: Gilbane Group,
“Multilingual Communications as a Business Imperitive”


                                                         8
Mobile Communications




       Source: “Dr Hamadoun I. Touré, International Telecommunications' Union, Annual Report 2008”

                                                                                                     9
News: Static to Dynamic




   “Every big-city newspaper in
   the U.S. is either in bankruptcy
   or will be in bankruptcy in the
   foreseeable future ... The
   newspaper industry in the U.S.
   is over." -   Michael Wolff, Vanity Fair, Mar
   18, 2010




                                                   10
Navigation: Static to Dynamic

                       GPS will
                        grow to
                      >$70 Billion
                       by 2013

                     Handsets will
                      have 78%
                     GPS market
                       share by
                         2013
                     RNCOS E-Services Pvt.
                     Ltd, “World GPS Market
                          Forecast” 2/10



                                              11
Directories: Static to Dynamic


                    • Hard-Copy Yellow
                      Pages will lose
                      39% revenue over
                      next five years
                    • Directory industry
                      already trained
                      80% of sales staff
                      to sell interactive
                      products
                    •   Reportlinker, "Say Goodbye to
                        Yellow Pages", July 2008




                                                        12
Product Content: Static to Dynamic




“We have to become good at delivering highly
 targeted, „just in time‟ information: the right
 bit, at the right time, to help our reader answer
 a specific question and get on with a task”
Larry Kunz, SDI – Winner STC President‟s Award, 2010



                                                       13
Topic-Based Publishing
• Internet caused
  fundamental
  change
• Past = Books;
  Today = Topics
• Traditional
  delivery
  methods are
  OBSOLETE




                         14
Poll #1
What doc delivery
 methods are in use at
 your org today?
a) Printed hard-copy
   manuals or sheets
b) Files on a CD or DVD
   (PDF, CHM, HTML)
c) Links to online web
   content
Select all that apply



                          15
Time Travel




              16
We cannot continue blindly producing
manuals. Much of what we do as
technical writers needs to change to
meet the growing reality of
communication world-wide.
 Paula R. Stern, WritePoint Documentation Services




                                                     17
Global Knowledge Requirements
• Primary markets saturate
• Shareholders still expect
  revenue growth
• Company enters new
  locales
• Requires proactive global
  knowledge strategy
• English = Base language
• Automated QA of English
  source = maximizes MT

                  With apologies to Gary Larson


                                                  18
Web-Based Tech Support
• New labor force entrants
  grew up with web access
• They expect web-based
  support
• Phone-based interactions
  rapidly decreasing
• Our profession is KEY to
  web-based, self-service
  support
• Tech Writers must
  repurpose manuals as
  topics for web
• Per Forrester, global
  average cost support
  phone interaction is $12.
  Self-service average
  interaction cost is $0.25
                              19
User-Generated Content
• Early web = company writes, customer reads
• Today‟s web = both write (blogs, forums, wiki)




• Tomorrow‟s web? = both write and BOTH read (round-trip)

                                                            20
Technical communicators must now
compete with information being
generated by the user community.



               Sarah O’Keefe, Scriptorium
               Publishing Services



                                            21
Knowledge
Integration
We are entering a new era of product
 content practices. Customers are
 embraced as part of the content
 lifecycle.

     Clarlone, Kadie and Laplante: Gilbane Group,
“Multilingual Communications as a Business Imperitive”


                                                         23
The Knowledge Integrator



            A Knowledge Integrator will
  partner with other teams across the organization
                 to gather content
    that can proactively solve customer issues,
   reducing the need for incoming support calls.




                                                     24
Knowledge Integration
1. Gathering Content
2. Ensuring Accuracy
3. Ensuring Compliance
4. Delivering Repurposed Content




                                   25
Technical writers have an opportunity
to morph into the social conduit by
which companies interact with users



   Louis Marascio, LugIron Software Blog




                                           26
Gathering Content
Seek key topics we didn‟t think to write




  1.   Review customer comments on published topics
  2.   Study web search results
  3.   Monitor Tech Support forums
  4.   Set up automated Keyword Alerts

                                                      27
25% of Google search results
for the world‟s top 20 brands link to
user-generated content.



    Aarons, Edwards, & Lanier - "Search Engine
    Strategies magazine", June 2009



                                                 28
Ensuring Accuracy
• InfoDev must connect with Dev, QA and Support
• Build close relationships
• Arrange for rapid cross-checks by SMEs




                                                  29
Ensuring Brand Compliance
• Know your corporate branding requirements
• Build close relationship with Marketing/Branding
• Ensure that repurposed content is compliant




                                                     30
Delivering Repurposed Content


 • Distribute to
   target customers
   – Post to online KB
     for browsing
   – Initiate L10n for
     key topics
   – Push into local
     installations (Live
     Update)
   – Optimize for
     mobile viewing



                                31
Required Skills
Why pursue new skills?
• Cost Cutting continues (RIFs, Outsourcing)
• We need to show measurable business value
• Become ready to step into Knowledge Integrator role




                                                        33
Required Skills
1. Topic-Based Writing
2. XML Publishing
3. Social Media Experience




                             34
Topic-Based Writing Skills
• Study best practices for topic-based authoring
• Learn industry-standard content models
• Study DITA core types (“concept”, “task” and “reference”)




                                                              35
XML Publishing Skills

• Develop XML
  publishing skills
• Understand the
  node hierarchy
• Data - not pages
• WYSWIG DTP =
  EOL




                        36
XML has won. All major office suites
now save their documents in zipped
XML by default.



         Elliotte Rusty Harold, Polytechnic
         University, “XML Predictions: IBM.com”
         2/5/08


                                                  37
Social Media Skills
A few Statistics:
• Over 50% of the world‟s
  population is under 30-
  years-old
• 96% of them have
  joined a social network
• If Facebook were a
  country it would be the
  world‟s 3rd largest
  (behind China and
  India)
• More than 80,000
  websites have
  implemented Facebook
  Connect since
  December 2008


                            38
Social Media Skills
 • Explore leading Social
   Media networks
 • Create basic user
   profile at prominent
   sites
 • See new data
   exchange methods in
   action


 • Metatags = driving the
   future of our industry
    – Twitter “trending topics”
    – Twitter #hashtags
    – Facebook “Connect”
    – LinkedIn
      “recommendations”
    – Stumbleupon “favorites”




                                  39
Poll #2
Which Knowledge
 Integration skills have
 you already attained?
a) Topic-based
   publishing
b) XML publishing
c) Social Media
Select all that apply




                           40
Knowledge
Integration at
Symantec
Case Study: Symantec Backup Exec

• Market-leading Windows
  data protection
• 1.5 million global
  customers
• Documentation in 11
  languages




                                   42
BE InfoDev - Customer Survey
• 2007 – Pubs team surveyed several hundred customers
• Web search had become primary knowledge access method


                 The number of customers who "often"
        sought information about BE via Google was 500% higher
     than those who "often" sought information via the PDF manuals.



Pubs checked “Google” results, didn‟t find our PDFs first
In response, we initiated effort to modernize delivery channels
In 2008, began delivering content as stand-alone web topics
BEWS InfoDev – Web Topic Results

 • Two years
   later, BEWS
   InfoDev now         Backup Exec - Web Topic Hits
   has 4,857
   topics on the
   web
 • February 2010
   had 1.6 million
   hits
 • Web topic hits
   exceed PDF
   manual hits by
   ratio of
     26 to 1
                                       March 31, 2010
Symantec - Knowledge Data Flow




                                 45
Knowledge Delivery in 2010

• Deploying
  InQuira
  Information
  Manager for web
  KM
• Topics will be
  tracked and
  scored by
  usefulness
• We will receive
  direct customer
  feedback
• We will learn if
  there are missing
  topics



                             46
Global Self-Service in 2010

 • We already have
   translated XML
   topics stored in our
   CMS
 • We will now deliver
   them to the web
   through the InQuira
   KMS

 • InfoDev will facilitate
   self-service support
   across global
   markets
 • We hope to drive
   down incoming
   support call
   volumes, saving
   money for the
   company



                              47
Backup Exec: Knowledge Integration
• Content redeployment
  effort = profound success
• Will tune our published
  topics based on
  customer feedback
• Can now look toward
  user-generated content
  – Backup Exec FAQ
  – BE TekTips forum (>33k
    members)




                                     48
Backup Exec: Knowledge Integration
• Building customer
  communities
• InfoDev can seek
  out trending issues
  within:
  – Backup Exec blog
    comments
  – Backup Exec forum
    discussion
  – Community Feed




                                     49
Conclusion
In Summary
• Communication has
  changed forever (global
  and instant)
• Our jobs will never be
  the same
• We can drive value into
  our companies by
  becoming Knowledge
  Integrators
• We‟d be wise to
  proactively seek any
  skills we yet need

                            51
Thank You!

Tristan David Bishop
tristan_bishop@symantec.com
(321) 696-3618
Twitter: @KnowledgeBishop

SYMANTEC PROPRIETARY/CONFIDENTIAL – INTERNAL USE ONLY
Copyright © 2008 Symantec Corporation. All rights reserved.

Knowledge integration: The future of Technical Communication

  • 1.
    Knowledge Integration The Futureof Technical Communications Tristan David Bishop, Senior Principal Business Analyst July 15, 2010
  • 2.
  • 3.
    About the speaker: Tristan David Bishop helps Symantec to deliver "the right knowledge to the right customers at the right time in the right language." By integrating technical publishing best practices with web delivery innovation, Tristan forges solutions that optimize customer experience, improving the corporate/customer relationship. Tristan David Bishop, Sr. Prin. Business Analyst 3
  • 4.
    Symantec • Operates inmore than 40 countries • FY 2009 revenue = $6.2 billion (Enterprise=$4.4b, Consumer=$1.8b) • Over 17,500 Team Members • Revenue by Geography: – Americas. . . . . . . . . . . . 55% – EMEA. . . . . . . . . . . . . . . 30% – APJ. . . . . . . . . . . . . . . . . 15% • Secures half of the world‟s data • Backs up half of the world‟s data 4
  • 5.
    Agenda 1 Changing Landscape 2 Knowledge Integration 3 Required Skills 4 Knowledge Integration at Symantec 5
  • 6.
  • 7.
    The Changing Landscape 1.Mobile Communications 2. Content: Static to Dynamic 3. Topic-Based Publishing 4. Global Knowledge Requirements 5. Web-Based Support 6. User-Generated Content 7
  • 8.
    Established content practicesare undergoing profound and fundamental changes Clarlone, Kadie and Laplante: Gilbane Group, “Multilingual Communications as a Business Imperitive” 8
  • 9.
    Mobile Communications Source: “Dr Hamadoun I. Touré, International Telecommunications' Union, Annual Report 2008” 9
  • 10.
    News: Static toDynamic “Every big-city newspaper in the U.S. is either in bankruptcy or will be in bankruptcy in the foreseeable future ... The newspaper industry in the U.S. is over." - Michael Wolff, Vanity Fair, Mar 18, 2010 10
  • 11.
    Navigation: Static toDynamic GPS will grow to >$70 Billion by 2013 Handsets will have 78% GPS market share by 2013 RNCOS E-Services Pvt. Ltd, “World GPS Market Forecast” 2/10 11
  • 12.
    Directories: Static toDynamic • Hard-Copy Yellow Pages will lose 39% revenue over next five years • Directory industry already trained 80% of sales staff to sell interactive products • Reportlinker, "Say Goodbye to Yellow Pages", July 2008 12
  • 13.
    Product Content: Staticto Dynamic “We have to become good at delivering highly targeted, „just in time‟ information: the right bit, at the right time, to help our reader answer a specific question and get on with a task” Larry Kunz, SDI – Winner STC President‟s Award, 2010 13
  • 14.
    Topic-Based Publishing • Internetcaused fundamental change • Past = Books; Today = Topics • Traditional delivery methods are OBSOLETE 14
  • 15.
    Poll #1 What docdelivery methods are in use at your org today? a) Printed hard-copy manuals or sheets b) Files on a CD or DVD (PDF, CHM, HTML) c) Links to online web content Select all that apply 15
  • 16.
  • 17.
    We cannot continueblindly producing manuals. Much of what we do as technical writers needs to change to meet the growing reality of communication world-wide. Paula R. Stern, WritePoint Documentation Services 17
  • 18.
    Global Knowledge Requirements •Primary markets saturate • Shareholders still expect revenue growth • Company enters new locales • Requires proactive global knowledge strategy • English = Base language • Automated QA of English source = maximizes MT With apologies to Gary Larson 18
  • 19.
    Web-Based Tech Support •New labor force entrants grew up with web access • They expect web-based support • Phone-based interactions rapidly decreasing • Our profession is KEY to web-based, self-service support • Tech Writers must repurpose manuals as topics for web • Per Forrester, global average cost support phone interaction is $12. Self-service average interaction cost is $0.25 19
  • 20.
    User-Generated Content • Earlyweb = company writes, customer reads • Today‟s web = both write (blogs, forums, wiki) • Tomorrow‟s web? = both write and BOTH read (round-trip) 20
  • 21.
    Technical communicators mustnow compete with information being generated by the user community. Sarah O’Keefe, Scriptorium Publishing Services 21
  • 22.
  • 23.
    We are enteringa new era of product content practices. Customers are embraced as part of the content lifecycle. Clarlone, Kadie and Laplante: Gilbane Group, “Multilingual Communications as a Business Imperitive” 23
  • 24.
    The Knowledge Integrator A Knowledge Integrator will partner with other teams across the organization to gather content that can proactively solve customer issues, reducing the need for incoming support calls. 24
  • 25.
    Knowledge Integration 1. GatheringContent 2. Ensuring Accuracy 3. Ensuring Compliance 4. Delivering Repurposed Content 25
  • 26.
    Technical writers havean opportunity to morph into the social conduit by which companies interact with users Louis Marascio, LugIron Software Blog 26
  • 27.
    Gathering Content Seek keytopics we didn‟t think to write 1. Review customer comments on published topics 2. Study web search results 3. Monitor Tech Support forums 4. Set up automated Keyword Alerts 27
  • 28.
    25% of Googlesearch results for the world‟s top 20 brands link to user-generated content. Aarons, Edwards, & Lanier - "Search Engine Strategies magazine", June 2009 28
  • 29.
    Ensuring Accuracy • InfoDevmust connect with Dev, QA and Support • Build close relationships • Arrange for rapid cross-checks by SMEs 29
  • 30.
    Ensuring Brand Compliance •Know your corporate branding requirements • Build close relationship with Marketing/Branding • Ensure that repurposed content is compliant 30
  • 31.
    Delivering Repurposed Content • Distribute to target customers – Post to online KB for browsing – Initiate L10n for key topics – Push into local installations (Live Update) – Optimize for mobile viewing 31
  • 32.
  • 33.
    Why pursue newskills? • Cost Cutting continues (RIFs, Outsourcing) • We need to show measurable business value • Become ready to step into Knowledge Integrator role 33
  • 34.
    Required Skills 1. Topic-BasedWriting 2. XML Publishing 3. Social Media Experience 34
  • 35.
    Topic-Based Writing Skills •Study best practices for topic-based authoring • Learn industry-standard content models • Study DITA core types (“concept”, “task” and “reference”) 35
  • 36.
    XML Publishing Skills •Develop XML publishing skills • Understand the node hierarchy • Data - not pages • WYSWIG DTP = EOL 36
  • 37.
    XML has won.All major office suites now save their documents in zipped XML by default. Elliotte Rusty Harold, Polytechnic University, “XML Predictions: IBM.com” 2/5/08 37
  • 38.
    Social Media Skills Afew Statistics: • Over 50% of the world‟s population is under 30- years-old • 96% of them have joined a social network • If Facebook were a country it would be the world‟s 3rd largest (behind China and India) • More than 80,000 websites have implemented Facebook Connect since December 2008 38
  • 39.
    Social Media Skills • Explore leading Social Media networks • Create basic user profile at prominent sites • See new data exchange methods in action • Metatags = driving the future of our industry – Twitter “trending topics” – Twitter #hashtags – Facebook “Connect” – LinkedIn “recommendations” – Stumbleupon “favorites” 39
  • 40.
    Poll #2 Which Knowledge Integration skills have you already attained? a) Topic-based publishing b) XML publishing c) Social Media Select all that apply 40
  • 41.
  • 42.
    Case Study: SymantecBackup Exec • Market-leading Windows data protection • 1.5 million global customers • Documentation in 11 languages 42
  • 43.
    BE InfoDev -Customer Survey • 2007 – Pubs team surveyed several hundred customers • Web search had become primary knowledge access method The number of customers who "often" sought information about BE via Google was 500% higher than those who "often" sought information via the PDF manuals. Pubs checked “Google” results, didn‟t find our PDFs first In response, we initiated effort to modernize delivery channels In 2008, began delivering content as stand-alone web topics
  • 44.
    BEWS InfoDev –Web Topic Results • Two years later, BEWS InfoDev now Backup Exec - Web Topic Hits has 4,857 topics on the web • February 2010 had 1.6 million hits • Web topic hits exceed PDF manual hits by ratio of 26 to 1 March 31, 2010
  • 45.
  • 46.
    Knowledge Delivery in2010 • Deploying InQuira Information Manager for web KM • Topics will be tracked and scored by usefulness • We will receive direct customer feedback • We will learn if there are missing topics 46
  • 47.
    Global Self-Service in2010 • We already have translated XML topics stored in our CMS • We will now deliver them to the web through the InQuira KMS • InfoDev will facilitate self-service support across global markets • We hope to drive down incoming support call volumes, saving money for the company 47
  • 48.
    Backup Exec: KnowledgeIntegration • Content redeployment effort = profound success • Will tune our published topics based on customer feedback • Can now look toward user-generated content – Backup Exec FAQ – BE TekTips forum (>33k members) 48
  • 49.
    Backup Exec: KnowledgeIntegration • Building customer communities • InfoDev can seek out trending issues within: – Backup Exec blog comments – Backup Exec forum discussion – Community Feed 49
  • 50.
  • 51.
    In Summary • Communicationhas changed forever (global and instant) • Our jobs will never be the same • We can drive value into our companies by becoming Knowledge Integrators • We‟d be wise to proactively seek any skills we yet need 51
  • 52.
    Thank You! Tristan DavidBishop tristan_bishop@symantec.com (321) 696-3618 Twitter: @KnowledgeBishop SYMANTEC PROPRIETARY/CONFIDENTIAL – INTERNAL USE ONLY Copyright © 2008 Symantec Corporation. All rights reserved.