@sarahokeefe
Localization	
 strategy

and	
 the	
 customer	
 journey
Sarah O’Keefe
Scriptorium Publishing
Flickr:    kurt-­‐b
Sarah	
 O’Keefe
❖ International affairs/German,

Duke University
❖ Founder and President, Scriptorium
(www.scriptorium.com)
❖ Content strategy consulting
@sarahokeefe
@sarahokeefe
flickr: johnloo, alicehenneman booleansplit
Likes
Predictable output
Smooth localization
Clear metrics
Automation
Concise writing
@sarahokeefe
flickr: johnloo, alicehenneman booleansplit
Likes
@sarahokeefe
flickr: johnloo, alicehenneman booleansplit
Dislikes
@sarahokeefe
flickr: johnloo, alicehenneman booleansplit
Dislikes
Workarounds
Recurring tasks
Busywork
Bad content
False cognates (falsche Freunde)
@sarahokeefe
flickr: johnloo, alicehenneman booleansplit
Dislikes
@sarahokeefe
http://www.marketelements.co.nz/online-­‐marketing-­‐the-­‐sales-­‐funnel
The	
 
marketing	
 
funnel
@sarahokeefe
http://global.tahono.com/images/doran_funnel.JPG
@sarahokeefe
Sales	
 pipeline
@sarahokeefe
Sales	
 pipeline
@sarahokeefe
The	
 universal	
 
marketing	
 funnel
Customer	
 journey
@sarahokeefe
Source:  Oracle  CRM
CMSWire	
 definition
❖ “The full lifecycle view of a
customer’s interactions with a
particular brand that yields
information related to channel and
content preferences, level of brand
engagement, action or inaction and
timing at each touchpoint.”
@sarahokeefe
http://www.cmswire.com/cms/customer-­‐experience/three-­‐steps-­‐to-­‐defining-­‐and-­‐mapping-­‐the-­‐customer-­‐journey-­‐020724.php
SurveyMonkey	
 definition
❖ “The customer journey is the complete
sum of experiences that customers go
through when interacting with your
company and brand. Instead of looking at
just a part of a transaction or experience,
the customer journey documents the full
experience of being a customer.”
@sarahokeefe
https://www.surveymonkey.com/blog/en/blog/2014/03/21/map-­‐customer-­‐journey-­‐keep-­‐customers-­‐happy/
Comparing	
 definitions
❖ The full lifecycle view of a customer’s
interactions with a particular brand
❖ The complete sum of experiences that
customers go through
@sarahokeefe
@sarahokeefe
Flickr:    bechstein
“How	
 about	
 if	
 
we	
 just	
 
translate	
 the	
 
most	
 important	
 
information?”
Another	
 customer	
 journey
@sarahokeefe
Source:  http://www.ascendforairlines.com/2013-­‐issue-­‐no-­‐2/customer-­‐journey-­‐mapping-­‐walk-­‐customers’-­‐shoes
@sarahokeefe
Now	
 THIS	
 is	
 localization…
@sarahokeefe
@sarahokeefe
Universal	
 customer	
 journey
@sarahokeefe
Buy
Buy
Marketing	
 
funnel Customer	
 
journey
Localization	
 strategy	
 in	
 the	
 
marketing funnel
❖ Before “Buy” decision
❖ Content is critical
❖ After “Buy” decision
❖ Content is not important
@sarahokeefe
Buy
Localization	
 strategy	
 in	
 the	
 
customer journey
❖ All stages are critical
❖ Consistency important
@sarahokeefe
Buy
@sarahokeefe
Flickr:    h-­‐k-­‐d
“It’s	
 too	
 hard.”
@sarahokeefe
e-­‐commerce
training
documentation
what’s  new
web  site
marcomm
knowledge  base
proposals
Organization	
 versus	
 journey
@sarahokeefe
Web site
CEO
CTOCOOCIOCMO
DocsSupport Sales
e-commercemarcomm
proposals
KB dev docs
training
Organization	
 versus	
 journey
@sarahokeefe
Web site
CEO
CTOCOOCIOCMO
DocsSupport Sales
e-commercemarcomm
proposals
KB dev docs
training
@sarahokeefe
Flickr:    h-­‐k-­‐d
“Our	
 system	
 can’t	
 handle	
 Polish	
 letters.”
Localization	
 maturity	
 model
@sarahokeefe
http://www.commonsenseadvisory.com/Default.aspx?Contenttype=ArticleDetAD&tabID=63&Aid=370&moduleId=391
But	
 in	
 the	
 real	
 world…
@sarahokeefe
But	
 in	
 the	
 real	
 world…
@sarahokeefe
@sarahokeefe
Denial
Flickr:    jdhancock
“Our	
 customers	
 all	
 speak	
 
English.”
@sarahokeefe
Denial
Flickr:    jdhancock
“They’ll	
 learn	
 English	
 if	
 
they	
 want	
 our	
 product!”
@sarahokeefe
Denial
Flickr:    jdhancock
“Everyone	
 in	
 the	
 galaxy	
 
speaks	
 English!”
Minimum	
 viable	
 localization
@sarahokeefe
Acceptable
Not  acceptable
Mapping	
 the	
 customer	
 journey
@sarahokeefe
prospect
buyer
learner
user
customer
upgrader
Aligning	
 with	
 the	
 customer	
 journey
@sarahokeefe
prospect
buyer
learner
user
customer
upgrader
Aligning	
 with	
 the	
 customer	
 journey
@sarahokeefe
prospect
buyer
learner
user
customer
upgrader
@sarahokeefe
How	
 to	
 achieve	
 consistency?
Flickr:    christinesimagery
@sarahokeefe
Flickr:    bechstein
“Just	
 let	
 the	
 regional	
 
sales	
 team	
 do	
 the	
 
translation…”
How	
 to	
 achieve	
 consistency?
❖ Single vendor?
❖ Voice and tone (in source AND target)
❖ Consistent terminology
❖ No fragmented localization
❖ Opportunity for the LSP?
@sarahokeefe
Consistency	
 model	
 A
@sarahokeefe
Localization
Consistency	
 model	
 B
@sarahokeefe
Web site Docs
e-commerce
marcomm
proposals
KB dev docs
training
Content  team
Localization  
vendor(s)
@sarahokeefe
Flickr:    niklashellerstedt
“Why	
 can’t	
 they	
 
just	
 learn	
 
English?”
@sarahokeefe
Opportunity	
 or	
 problem?
Flickr:    travelsofamonkey
Opportunity	
 or	
 problem?
❖ For specialist LSP: problem
❖ For generalist LSP: opportunity
❖ How to align translations over time?
@sarahokeefe
Advice	
 for	
 localization	
 buyers
@sarahokeefe
Flickr:    pazzani
Advice	
 for	
 localization	
 buyers
❖ Establish long-term vendor relationships
❖ Make sure the translation memory is
available, updated, and shared
❖ Assign LSPs by product rather than
content type?
@sarahokeefe
@sarahokeefe
Flickr:    hhelga
“Why	
 can’t	
 they	
 
write	
 from	
 left	
 to	
 
right	
 like	
 normal	
 
people?”
@sarahokeefe
Flickr:    balintfoeldesi
Aligning	
 localization
Aligning	
 localization
❖ Understand your (or your client’s)
customer journey
❖ Understand localization
requirements at each point in the
journey
❖ Develop a strategy that addresses
each requirement
@sarahokeefe
@sarahokeefe
Localization	
 maturity	
 must	
 
increase “How	
 about	
 if	
 we	
 just	
 
translate	
 the	
 most	
 
important	
 
information?”
“It’s	
 too	
 hard.”
“Our	
 system	
 can’t	
 
handle	
 Polish	
 letters.”
“Why	
 can’t	
 they	
 
just	
 learn	
 English?”
“ Why	
 can’t	
 they	
 
write	
 from	
 left	
 to	
 
right	
 like	
 normal	
 
people?”
@sarahokeefe
Questions?
Flickr:    airwolfhound

Localization strategy and the customer journey