Day 1: Assessing the Current State of your Content Delivery
Joe Gelb
President & Head of
Business Development
→ Find answers quickly
→ Where, when you need it
→ Relevant, personalized
Answer Engage Monetize
3 Pillars of Digital Experience for Technical Resources
Answer Engage Monetize
→ Promote user interaction
→ Engage with customers
→ Know your audience
3 Pillars of Digital Experience for Technical Resources
Feedback
Answer Engage Monetize
→ Provide actionable insights
→ Optimize your product, support
marketing and sales
→ Turn content into revenue
3 Pillars of Digital Experience for Technical Resources
Related articles
Analytics
Feedback
Your Goal: Drive up the content value chain
Available & Useful EngagingFindable Drives Business
BusinessValue
Content Function
Covers all functionality
Matches customer needs
Search works, finds
what you need
Interactive and
personalized
experience
Effort & spending
Human Machine / AI
Driving up the content value chain
Few companies
cross this point
Engaging
Interactive and
personalized
experience
Findable
Search works,
finds what you
need
Drives Business
BusinessValue
Available & Useful
Covers all functionality
Matches customer needs
Why are we down here?
→ Content is hard to find
→ Too many clicks to find answers
→ Search is not useful
→ Content lives on multiple sites
→ KB articles separated from
documentation
→ No feedback or effective search
analytics
The Result of our Current State:
Our audience can’t find content that we know exists!
→ Experience is not integrated across all products
to support enterprise-level offerings
→ Wasted opportunity for case deflection
→ Wasted opportunity to gather metrics
→ Wasted opportunity to engage
→ Wasted opportunity to convert leads
→ Federated search is not enough:
Users are drowning in content
5x content updates
90% content
turnaround
10% content
development costs
The Results of an Effective Technical Resource Center: Measurable ROI
Increased
Self-Service
Improved
Engagement
Increased
Productivity
30% case deflection
15% CES
37% organic search
traffic
Where you need to be
17% returning users
10x user feedback
23% session duration
15% CTA conversion
More
Business
BusinessValue
18% NPS
8% churn
18% support costs
4% upsell
22% FCR
69% AHT
Few companies cross this point
Technical Resources Today: Curated Content
• PDFs
• WebHelp
• Customers hunt
• Typical:
• Admin Guide
• Install Guide
• Config Guide
• User Guide
• Release Notes
Product
Documentation
Support Site
Product Docs
Product A, v1.0
Product A, v1.5
Technical Resources Today: Curated Content
• PowerPoint
• PDF
• Videos
• Typical:
• Courses / Modules
• E-Learning
• Often copied from
documentation and
becomes outdated
Learning &
Training
University
Courses
Product A, v1.0
Product A, v1.5
Technical Resources Today: Reactive Content
• KB Articles
• Case Resolution
• Search
Knowledgebase
• Typical:
• How-to Articles
• Troubleshooting
• Tech Notes
• Service Bulletins
Support
Knowledge
Base
Support Site
Knowledge Base
Technical Resources Today: Crowd-Sourced Content
• Threads
• Disorganized
• Search in chats
• Customers hunt
• Typical:
• Repeated questions
• Star responders
• Inconsistency
• Quickly becomes
obsolete
Forum
Chat
Talk Back
Community
Post your question…
Technical Resources Today: Silos
Forum
Chat
Talk Back
Support
Technotes
KB Articles
Documentation
& Training
Prod A
Java
C
VB
.NET
Prod B
Java
C.
Prod A
User
Admin
Install
Config
Release
Deploy
Prod B
User.
Prod A
V1.0
V1.1
V1.15
V2.0
Prod B
V2.5
V3.0
V3.0.1
Prod A
Symptom 1
Symptom 2
Symptom 3
Symptom 4
Prod B
Symptom 1
Symptom 2
User A
Case 1
Case 2
Case 3
Case 4
Prod B
Case 1
Case 2
Thread 1
Thread 2
Thread 3
Thread 4
Thread 1
Thread 2
Thread 3
Thread 4
Thread 1
Thread 2
Thread 3
Thread 4
Manuals APIs Courses KBs In my case Prod A Prod B Prod C
Technical Resources Today: Silos
Forum
Chat
Talk Back
Support
Technotes
KB Articles
Documentation
& Training
Prod A
Java
C
VB
.NET
Prod B
Java
C.
Prod A
User
Admin
Install
Config
Release
Deploy
Prod B
User.
Prod A
V1.0
V1.1
V1.15
V2.0
Prod B
V2.5
V3.0
V3.0.1
Prod A
Symptom 1
Symptom 2
Symptom 3
Symptom 4
Prod B
Symptom 1
Symptom 2
User A
Case 1
Case 2
Case 3
Case 4
Prod B
Case 1
Case 2
Thread 1
Thread 2
Thread 3
Thread 4
Thread 1
Thread 2
Thread 3
Thread 4
Thread 1
Thread 2
Thread 3
Thread 4
Manuals APIs Courses KBs In my case Prod A Prod B Prod C
Modern Technical Resource Center: Crossing Silos
Forum
Chat
Talk Back
Support
Technotes
KB Articles
Documentation
Training
[Orchestration]
Version
Control
Partners
Portal
Documentation
Portal
Developers
Portal
Support Portal
Knowledgebase
CRM / Case
management
Authoring
Tools
TechDocs
API Docs
Learning &
Training
Community
Posts
KB Articles
Dev Tools
Content Type Content flow Touchpoint
Translation
Management
.com siteWCM/DXM
Typical
Content
Ecosystem:
Current
State
CCMS
Version Control
Support KB
Static PDF
HTML
In-Product
help
Application
Community
UniversityLMS
Community
Platform
User
assistance
platforms
What Comes Next?
Workshop Activity
• Which types of technical content do you produce in your
organization?
• Who owns the content creation and which tools do they
use?
• Who controls the distribution of that content?
• Where do different audiences typically go now to find
content?
Define your requirements and find gaps in current state:
Content Ingestion
Support Structured
Topic-based
Content
Support localized
content
Support for video
and multi-media
content
Low migration effort
and costs
Support multiple
formats with
consistent
presentation
Dynamic Site
Navigation
Cloud-based online
and offline content
Search clustering and
personalization
Ease of configuration
without requiring IT
resources
In-product help
Define your requirements and find gaps in current state:
User Experience
Access to content
based on
entitlements and
SSO
Personalized
content
collections
On-demand PDF
generation
Allow for multiple
paths to arrive at the
desired content
Define your requirements and find gaps in current state:
Personalization
User ratings and
feedback
Analytics and
Reports
SME content
collaboration
Link to support and
case-management
systems
Branded UX
design
Define your requirements and find gaps in current state:
Engagement and Monetization
© 2018 Riverbed Technology. All rights reserved. 21
About Aternity at Riverbed
SteelCentral Aternity
Lawrence Orin,
Documentation Manager, Aternity
(until recently)
• Runs in web browser
• Monitors performance of devices
• Monthly releases (Agile)
• Audience: IT/Product/Helpdesk
• DITA authoring, oXygen
• Me + 1 writer
• 26,000 hits per month
help.aternity.com
CSH
© 2018 Riverbed Technology. All rights reserved. 22
 Static PDFs (or HTML)
– Product  version  publication
– Behind login
– Customers hunt
 Book on the web
– TOC, index
– Fixed layout, print pages
 Not search-centered
Classic docs
Riverbed Docs: Original State
© 2018 Riverbed Technology. All rights reserved. 23
 Our Restaurant’s menu
– Public
– Gorgeous, tempting
– Never give away the recipes!
 Aims:
– Sell
– Upsell
– Maintain loyalty
– Thrill of what’s new
– Thrill of being the best
 Technical marketing
Business Focus / Customer Focus
Main Goals: Why do we have docs, anyway?

[Workshop Part 1-4] Modernizing Your Technical Resource Center - Assessing the Current State with Joe Gelb of Zoomin Software

  • 1.
    Day 1: Assessingthe Current State of your Content Delivery Joe Gelb President & Head of Business Development
  • 2.
    → Find answersquickly → Where, when you need it → Relevant, personalized Answer Engage Monetize 3 Pillars of Digital Experience for Technical Resources
  • 3.
    Answer Engage Monetize →Promote user interaction → Engage with customers → Know your audience 3 Pillars of Digital Experience for Technical Resources Feedback
  • 4.
    Answer Engage Monetize →Provide actionable insights → Optimize your product, support marketing and sales → Turn content into revenue 3 Pillars of Digital Experience for Technical Resources Related articles Analytics Feedback
  • 5.
    Your Goal: Driveup the content value chain Available & Useful EngagingFindable Drives Business BusinessValue Content Function Covers all functionality Matches customer needs Search works, finds what you need Interactive and personalized experience Effort & spending Human Machine / AI
  • 6.
    Driving up thecontent value chain Few companies cross this point Engaging Interactive and personalized experience Findable Search works, finds what you need Drives Business BusinessValue Available & Useful Covers all functionality Matches customer needs Why are we down here? → Content is hard to find → Too many clicks to find answers → Search is not useful → Content lives on multiple sites → KB articles separated from documentation → No feedback or effective search analytics The Result of our Current State: Our audience can’t find content that we know exists! → Experience is not integrated across all products to support enterprise-level offerings → Wasted opportunity for case deflection → Wasted opportunity to gather metrics → Wasted opportunity to engage → Wasted opportunity to convert leads → Federated search is not enough: Users are drowning in content
  • 7.
    5x content updates 90%content turnaround 10% content development costs The Results of an Effective Technical Resource Center: Measurable ROI Increased Self-Service Improved Engagement Increased Productivity 30% case deflection 15% CES 37% organic search traffic Where you need to be 17% returning users 10x user feedback 23% session duration 15% CTA conversion More Business BusinessValue 18% NPS 8% churn 18% support costs 4% upsell 22% FCR 69% AHT Few companies cross this point
  • 8.
    Technical Resources Today:Curated Content • PDFs • WebHelp • Customers hunt • Typical: • Admin Guide • Install Guide • Config Guide • User Guide • Release Notes Product Documentation Support Site Product Docs Product A, v1.0 Product A, v1.5
  • 9.
    Technical Resources Today:Curated Content • PowerPoint • PDF • Videos • Typical: • Courses / Modules • E-Learning • Often copied from documentation and becomes outdated Learning & Training University Courses Product A, v1.0 Product A, v1.5
  • 10.
    Technical Resources Today:Reactive Content • KB Articles • Case Resolution • Search Knowledgebase • Typical: • How-to Articles • Troubleshooting • Tech Notes • Service Bulletins Support Knowledge Base Support Site Knowledge Base
  • 11.
    Technical Resources Today:Crowd-Sourced Content • Threads • Disorganized • Search in chats • Customers hunt • Typical: • Repeated questions • Star responders • Inconsistency • Quickly becomes obsolete Forum Chat Talk Back Community Post your question…
  • 12.
    Technical Resources Today:Silos Forum Chat Talk Back Support Technotes KB Articles Documentation & Training Prod A Java C VB .NET Prod B Java C. Prod A User Admin Install Config Release Deploy Prod B User. Prod A V1.0 V1.1 V1.15 V2.0 Prod B V2.5 V3.0 V3.0.1 Prod A Symptom 1 Symptom 2 Symptom 3 Symptom 4 Prod B Symptom 1 Symptom 2 User A Case 1 Case 2 Case 3 Case 4 Prod B Case 1 Case 2 Thread 1 Thread 2 Thread 3 Thread 4 Thread 1 Thread 2 Thread 3 Thread 4 Thread 1 Thread 2 Thread 3 Thread 4 Manuals APIs Courses KBs In my case Prod A Prod B Prod C
  • 13.
    Technical Resources Today:Silos Forum Chat Talk Back Support Technotes KB Articles Documentation & Training Prod A Java C VB .NET Prod B Java C. Prod A User Admin Install Config Release Deploy Prod B User. Prod A V1.0 V1.1 V1.15 V2.0 Prod B V2.5 V3.0 V3.0.1 Prod A Symptom 1 Symptom 2 Symptom 3 Symptom 4 Prod B Symptom 1 Symptom 2 User A Case 1 Case 2 Case 3 Case 4 Prod B Case 1 Case 2 Thread 1 Thread 2 Thread 3 Thread 4 Thread 1 Thread 2 Thread 3 Thread 4 Thread 1 Thread 2 Thread 3 Thread 4 Manuals APIs Courses KBs In my case Prod A Prod B Prod C
  • 14.
    Modern Technical ResourceCenter: Crossing Silos Forum Chat Talk Back Support Technotes KB Articles Documentation Training [Orchestration]
  • 15.
    Version Control Partners Portal Documentation Portal Developers Portal Support Portal Knowledgebase CRM /Case management Authoring Tools TechDocs API Docs Learning & Training Community Posts KB Articles Dev Tools Content Type Content flow Touchpoint Translation Management .com siteWCM/DXM Typical Content Ecosystem: Current State CCMS Version Control Support KB Static PDF HTML In-Product help Application Community UniversityLMS Community Platform User assistance platforms What Comes Next?
  • 16.
    Workshop Activity • Whichtypes of technical content do you produce in your organization? • Who owns the content creation and which tools do they use? • Who controls the distribution of that content? • Where do different audiences typically go now to find content?
  • 17.
    Define your requirementsand find gaps in current state: Content Ingestion Support Structured Topic-based Content Support localized content Support for video and multi-media content Low migration effort and costs Support multiple formats with consistent presentation
  • 18.
    Dynamic Site Navigation Cloud-based online andoffline content Search clustering and personalization Ease of configuration without requiring IT resources In-product help Define your requirements and find gaps in current state: User Experience
  • 19.
    Access to content basedon entitlements and SSO Personalized content collections On-demand PDF generation Allow for multiple paths to arrive at the desired content Define your requirements and find gaps in current state: Personalization
  • 20.
    User ratings and feedback Analyticsand Reports SME content collaboration Link to support and case-management systems Branded UX design Define your requirements and find gaps in current state: Engagement and Monetization
  • 21.
    © 2018 RiverbedTechnology. All rights reserved. 21 About Aternity at Riverbed SteelCentral Aternity Lawrence Orin, Documentation Manager, Aternity (until recently) • Runs in web browser • Monitors performance of devices • Monthly releases (Agile) • Audience: IT/Product/Helpdesk • DITA authoring, oXygen • Me + 1 writer • 26,000 hits per month help.aternity.com CSH
  • 22.
    © 2018 RiverbedTechnology. All rights reserved. 22  Static PDFs (or HTML) – Product  version  publication – Behind login – Customers hunt  Book on the web – TOC, index – Fixed layout, print pages  Not search-centered Classic docs Riverbed Docs: Original State
  • 23.
    © 2018 RiverbedTechnology. All rights reserved. 23  Our Restaurant’s menu – Public – Gorgeous, tempting – Never give away the recipes!  Aims: – Sell – Upsell – Maintain loyalty – Thrill of what’s new – Thrill of being the best  Technical marketing Business Focus / Customer Focus Main Goals: Why do we have docs, anyway?

Editor's Notes

  • #16 Robust content ingestion Consistency, personalization, and content re-use Findable content delivered through an innovative user experience