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Noz Urbina, Urbina Consulting
urbinaconsulting.com / @nozurbina
When conditions go wild:
Why conditional content (alone) isn’t a solution
for modern content challenges
@nozurbina
3 questions in case no one asks.
Send photo and bio
Experience the DCL Difference
DCL blends years of conversion experience with cutting-edge technology and
the infrastructure to make the process easy and efficient.
• World-Class Services
• Leading-Edge Technology
• Unparalleled Infrastructure
• US-Based Management
• Complex-Content Expertise
• 24/7 Online Project Tracking
• Automated Quality Control
• Global Capabilities
Valuable Content Transformed
• Document Digitization
• XML and HTML Conversion
• eBook Production
• Hosted Solutions
• Big Data Automation
• Conversion Management
• Editorial Services
• Harmonizer
We Serve a Very Broad Client Base . . .
. . . Spanning All Industries
• Aerospace
• Associations
• Defense
• Distribution
• Education
• Financial
• Government
• Libraries
• Life Sciences
• Manufacturing
• Medical
• Museums
• Periodicals
• Professional
• Publishing
• Reference
• Research
• Societies
• Software
• STM
• Technology
• Telecommunications
• Universities
• Utilities
Urbina Consulting
urbinaconsulting.com
Improving content flow – for coherent delivery across all channels
@nozurbina
Less work,
More flow.
@nozurbina
• Content strategist and trainer
• Newly independent
• Co-author of “Content Strategy:
Connecting the dots between
business, brand and benefits”
• Congility events chairperson
• Translate between manager, user and
tech
Me (Noz Urbina)
@nozurbina
Congility 2014
18-20 June 2014, Gatwick, UK
“Driving customer experience
from across the enterprise”
First-class international speakers
www.congility.com/2014
Brought to you by
Save 30% registering using
code “DCLGONEWILD”
Jeff Eaton
Leah Guren Rahel Bailie
Noz UrbinaKevin
Nichols
Tony Self
And
MANY
more!
Michael
Priestley
Kristen
Eberlein
2 conference days, 1 workshop day
• Content strategy and UX
• Structured content and IA
• Digital / Mobile delivery
• Component content management
@nozurbina
Select Projects
10 points to help you decide if you’re a match with Urbina Consulting:
urbinaconsulting.com/about-you
@nozurbina
A MODERN PUBLISHING
ARCHITECTURE
@nozurbina
Solution: context-appropriate delivery
Serve &
Transform
Personalised content
ProfileA
ProfileB
ProfileC
ProfileD
Same content
Everyone
…with WPT/
processing
tools
Multichannel delivery
Manage
…in CCMS
(XML )
…in TMS
Translate
If not now… then soon!
Create
components
…in structured
Authoring
Tool(s)
Migrate
@nozurbina
TRADITIONAL CONTENT
@nozurbina
Section
A series of sections.
Deliverable
Section
Section
Section
Section
Traditional content
@nozurbina
Product A, Product B,
Product C
1 size fits all
Deliverable
Product A, Product B,
Product C
Product A, Product B,
Product C
Product A, Product B, Product C
Product A, Product B, Product C,
Traditional content
When reusing the content
or deliverable, we add all
audiences’ material to the
document.
Cheap(er) to create.
Hard to consume.
@nozurbina
Solution: context-appropriate delivery
Serve &
Transform
Personalised content
ProfileA
ProfileB
ProfileC
ProfileD
Same content
Everyone
…with WPT/
processing
tools
Create
components
…in structured
Authoring
Tool(s)
Multichannel delivery
Manage
…in CCMS
(XML )
…in TMS
Translate
@nozurbina
Product A, Product B,
Product C
“Profiles” are used to
mark different parts
of the content for
different:
– Audiences
– Products
– Versions
– And more...
Deliverable
Product A, Product B,
Product C
Product A, Product B,
Product C
Product A, Product B, Product C
Product A, Product B, Product C
Conditional content
@nozurbina
CONDITIONAL CONTENT OVERLOAD
A team leader/manager-friendly definition
@nozurbina
What ever you make Today
@nozurbina
What ever you make
Operate
Product C
Product A
Product B
Today
@nozurbina
What ever you make
We can add a new profile
and new potential values
for:
• new products
• new scenarios
• regional markets
• (insert your demographics
here)
Problem
@nozurbina
WHAT’S WRONG WITH THAT?
@nozurbina
What ever you make Problem
InfrastructureProduct A 714
Product A 713
Region 1
Produc t B NN
Install
Configure
Region 2
Product B X81
Upgrade
Product B X82
Comment
Operate
Product C
Product A
Product B
Region 3
@nozurbina
Current list
Now at __ profiles
(with __ more planned)
@nozurbina
The fall-out
• This complexity run wild is common when
requirements outgrow “common practices”
• In other companies, Urbina Consulting have
seen wasted effort associated with this
complexity exceed 50%
– and in an extreme case, 90%
• Best practices are required, but not intuitive for
even advanced users
@nozurbina
PS - Condition’s fatal flaw
• Sometimes simply filtering isn’t good
enough
–Sequence
–Groupings
–Hierarchy
–Flow
@nozurbina
SO WHAT SHOULD I DO?
Techniques, tips & tricks
@nozurbina
Don’t use conditions
for unlimited lists
Img by Jeff Eaon, Flickr
@nozurbina
Some tips
Reason Use conditions if… Not if…
Regions You use large, and reasonably
fixed regions like “Europe vs
North America”.
You are in something like
medical or gambling that has
dozens of local regulations.
Customer
specific content
You’re not reusing content
across many customers (But
this is rare…)
You regularly customise
documentation for customers
Versions You’ve got an extremely slow
release cycle and don’t write
about interim patches, builds,
etc.
You know what’s good for you.
@nozurbina
Some tips
Reason Use conditions if… Not if…
Products You’ve got a very small number
and don’t sell variants.
You are regularly rejigging
your IP to make new products.
Audiences You’ve decided on a reasonable
number (<5-10) of general
audience types, like
“Maintainer”, “Installer”,
“User”.
You have a more diverse and
specific breakdown of your
audience. You need to re-flow
for different audiences.
Internal /
External / Secure
content
You’re crazy. You know what is good for
you.
Outputs You define ouputs as “device
types” and are very general,
e.g. “handheld screen” vs
“tablet” vs “print”
You are defining outputs very
specifically and are doing
different content for all of
them.
@nozurbina
(Re)model content
Img by Stephen Edmonds, Flickr
@nozurbina
Modelling template by
the Rockley Group
@nozurbina
Remodelling
• All content goes in a specific part of the
structure
• Content modelling is a whole discipline on
its own
• Makes writing more consistent generally
@nozurbina
Use “Dummy
Modules” (Demo)
Img by Jay Jay Robertson, Flickr
@nozurbina
Dummy Content
• Fire & Forget
– Very translation and management efficient
• Never gets versioned or flagged for needing
translation unless you change something that is
not reused
– Allows you to restructure content
• Usability depends on your technology choices
@nozurbina
TAKE-AWAYS
@nozurbina
You may need to
rewrite : (
Img by Harald Hoyer, Flickr
@nozurbina
Pull the chute earlier,
not later
@nozurbina
Beware the devil you
know
@nozurbina
Remember the user!
img © DreamWorks 2011
@nozurbina
Join us at Congility:
Today's content needs agility
THANK YOU! Q&A?
Driving customer experience from
across the enterprise
2014 Conference 18-20 June, UK
Register on www.congility.com
with promo code
“DCLGONEWILD” for 30% off
Q&A
Contact: Linda Morone Cassola
Senior Vice President of Sales and Marketing
LCassola@dclab.com
(P) 718-307-5728

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When Conditional Content Goes Wild: Why Conditional Content Profiling (Alone) is Not a Solution to Modern Content Issues

  • 1. Noz Urbina, Urbina Consulting urbinaconsulting.com / @nozurbina When conditions go wild: Why conditional content (alone) isn’t a solution for modern content challenges
  • 2. @nozurbina 3 questions in case no one asks. Send photo and bio
  • 3. Experience the DCL Difference DCL blends years of conversion experience with cutting-edge technology and the infrastructure to make the process easy and efficient. • World-Class Services • Leading-Edge Technology • Unparalleled Infrastructure • US-Based Management • Complex-Content Expertise • 24/7 Online Project Tracking • Automated Quality Control • Global Capabilities
  • 4. Valuable Content Transformed • Document Digitization • XML and HTML Conversion • eBook Production • Hosted Solutions • Big Data Automation • Conversion Management • Editorial Services • Harmonizer
  • 5. We Serve a Very Broad Client Base . . .
  • 6. . . . Spanning All Industries • Aerospace • Associations • Defense • Distribution • Education • Financial • Government • Libraries • Life Sciences • Manufacturing • Medical • Museums • Periodicals • Professional • Publishing • Reference • Research • Societies • Software • STM • Technology • Telecommunications • Universities • Utilities
  • 7. Urbina Consulting urbinaconsulting.com Improving content flow – for coherent delivery across all channels @nozurbina Less work, More flow.
  • 8. @nozurbina • Content strategist and trainer • Newly independent • Co-author of “Content Strategy: Connecting the dots between business, brand and benefits” • Congility events chairperson • Translate between manager, user and tech Me (Noz Urbina)
  • 9. @nozurbina Congility 2014 18-20 June 2014, Gatwick, UK “Driving customer experience from across the enterprise” First-class international speakers www.congility.com/2014 Brought to you by Save 30% registering using code “DCLGONEWILD” Jeff Eaton Leah Guren Rahel Bailie Noz UrbinaKevin Nichols Tony Self And MANY more! Michael Priestley Kristen Eberlein 2 conference days, 1 workshop day • Content strategy and UX • Structured content and IA • Digital / Mobile delivery • Component content management
  • 10. @nozurbina Select Projects 10 points to help you decide if you’re a match with Urbina Consulting: urbinaconsulting.com/about-you
  • 12. @nozurbina Solution: context-appropriate delivery Serve & Transform Personalised content ProfileA ProfileB ProfileC ProfileD Same content Everyone …with WPT/ processing tools Multichannel delivery Manage …in CCMS (XML ) …in TMS Translate If not now… then soon! Create components …in structured Authoring Tool(s) Migrate
  • 14. @nozurbina Section A series of sections. Deliverable Section Section Section Section Traditional content
  • 15. @nozurbina Product A, Product B, Product C 1 size fits all Deliverable Product A, Product B, Product C Product A, Product B, Product C Product A, Product B, Product C Product A, Product B, Product C, Traditional content When reusing the content or deliverable, we add all audiences’ material to the document. Cheap(er) to create. Hard to consume.
  • 16. @nozurbina Solution: context-appropriate delivery Serve & Transform Personalised content ProfileA ProfileB ProfileC ProfileD Same content Everyone …with WPT/ processing tools Create components …in structured Authoring Tool(s) Multichannel delivery Manage …in CCMS (XML ) …in TMS Translate
  • 17. @nozurbina Product A, Product B, Product C “Profiles” are used to mark different parts of the content for different: – Audiences – Products – Versions – And more... Deliverable Product A, Product B, Product C Product A, Product B, Product C Product A, Product B, Product C Product A, Product B, Product C Conditional content
  • 18. @nozurbina CONDITIONAL CONTENT OVERLOAD A team leader/manager-friendly definition
  • 20. @nozurbina What ever you make Operate Product C Product A Product B Today
  • 21. @nozurbina What ever you make We can add a new profile and new potential values for: • new products • new scenarios • regional markets • (insert your demographics here) Problem
  • 23. @nozurbina What ever you make Problem InfrastructureProduct A 714 Product A 713 Region 1 Produc t B NN Install Configure Region 2 Product B X81 Upgrade Product B X82 Comment Operate Product C Product A Product B Region 3
  • 24. @nozurbina Current list Now at __ profiles (with __ more planned)
  • 25. @nozurbina The fall-out • This complexity run wild is common when requirements outgrow “common practices” • In other companies, Urbina Consulting have seen wasted effort associated with this complexity exceed 50% – and in an extreme case, 90% • Best practices are required, but not intuitive for even advanced users
  • 26. @nozurbina PS - Condition’s fatal flaw • Sometimes simply filtering isn’t good enough –Sequence –Groupings –Hierarchy –Flow
  • 27. @nozurbina SO WHAT SHOULD I DO? Techniques, tips & tricks
  • 28. @nozurbina Don’t use conditions for unlimited lists Img by Jeff Eaon, Flickr
  • 29. @nozurbina Some tips Reason Use conditions if… Not if… Regions You use large, and reasonably fixed regions like “Europe vs North America”. You are in something like medical or gambling that has dozens of local regulations. Customer specific content You’re not reusing content across many customers (But this is rare…) You regularly customise documentation for customers Versions You’ve got an extremely slow release cycle and don’t write about interim patches, builds, etc. You know what’s good for you.
  • 30. @nozurbina Some tips Reason Use conditions if… Not if… Products You’ve got a very small number and don’t sell variants. You are regularly rejigging your IP to make new products. Audiences You’ve decided on a reasonable number (<5-10) of general audience types, like “Maintainer”, “Installer”, “User”. You have a more diverse and specific breakdown of your audience. You need to re-flow for different audiences. Internal / External / Secure content You’re crazy. You know what is good for you. Outputs You define ouputs as “device types” and are very general, e.g. “handheld screen” vs “tablet” vs “print” You are defining outputs very specifically and are doing different content for all of them.
  • 31. @nozurbina (Re)model content Img by Stephen Edmonds, Flickr
  • 33. @nozurbina Remodelling • All content goes in a specific part of the structure • Content modelling is a whole discipline on its own • Makes writing more consistent generally
  • 34. @nozurbina Use “Dummy Modules” (Demo) Img by Jay Jay Robertson, Flickr
  • 35. @nozurbina Dummy Content • Fire & Forget – Very translation and management efficient • Never gets versioned or flagged for needing translation unless you change something that is not reused – Allows you to restructure content • Usability depends on your technology choices
  • 37. @nozurbina You may need to rewrite : ( Img by Harald Hoyer, Flickr
  • 38. @nozurbina Pull the chute earlier, not later
  • 40. @nozurbina Remember the user! img © DreamWorks 2011
  • 41. @nozurbina Join us at Congility: Today's content needs agility THANK YOU! Q&A? Driving customer experience from across the enterprise 2014 Conference 18-20 June, UK Register on www.congility.com with promo code “DCLGONEWILD” for 30% off
  • 42. Q&A Contact: Linda Morone Cassola Senior Vice President of Sales and Marketing LCassola@dclab.com (P) 718-307-5728

Editor's Notes

  1. If you have complex product content and diverse audience relationships, and want to improve your customer’s experience, Urbina Consulting has a unique blend of experience and skills to address these challenges in high-tech enterprises or regulated industries.Noz Urbina is a globally recognised leader in the field of content strategy and customer experience consultancy that can effectively bridge corporate, technical and user needs and priorities. Speaking the language of all three has been a key asset during a diverse project background covering multi- and omnichannel strategies.He has designed interfaces and processes that have saved organisations hundreds of thousands per year, recommended solutions that have avoided headcount increases, and delivered dozens of budget-winning internal presentations in a language to which executives can relate. http://upload.wikimedia.org/wikipedia/commons/a/ac/Range-software.pngBy Tomas.soltys (Own work) [Public domain], via Wikimedia Commonshttp://commons.wikimedia.org/wiki/File%3AMack_Trucks.jpgBy Lehigh Valley, PA [CC-BY-2.0 (http://creativecommons.org/licenses/by/2.0)], via Wikimedia Commons
  2. http://www.markboulton.co.uk/journal/wysiwtfftwomghttp://thecontentwrangler.com/2011/01/17/what-is-intelligent-content/Interactive Kioskwww.omnimediaworld.co.id -Manufacturing | Datasheets | Templates &amp; Design Exampleswww.stocklayouts.com - 500 × 310 - Search by image2768391365_9d870914cf_o.jpgwww.flickr.com - 2816 × 2112 - Search by imagewww.flickr.com/photos/mnsc/2768391365/
  3. http://www.markboulton.co.uk/journal/wysiwtfftwomghttp://thecontentwrangler.com/2011/01/17/what-is-intelligent-content/Interactive Kioskwww.omnimediaworld.co.id -Manufacturing | Datasheets | Templates &amp; Design Exampleswww.stocklayouts.com - 500 × 310 - Search by image2768391365_9d870914cf_o.jpgwww.flickr.com - 2816 × 2112 - Search by imagewww.flickr.com/photos/mnsc/2768391365/
  4. Product BP80Product BP81Product BP81UpgradeProduct BP82
  5. 45 IN / 5 LEFTVariant and configuration management