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Mobile, the New
Global Imperative
Val Swisher
CEO
@contentrulesinc




 © 2012. Content Rules, Inc. All rights reserved.
© 2012. Content Rules, Inc. All rights reserved.
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is the world’s largest community of
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What We Promised You




T- O- A- S- T
t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es




                                                                 © 2012. Content Rules, Inc. All rights reserved.
UNTIL RECENTLY


 Global strategy was an oxymoron


Is t here a gl obal m l e
                     obi
c hal l enge?


                                   © 2012. Content Rules, Inc. All rights reserved.
Coca Cola Thinks So




Is t here a gl obal m l e
                     obi
c hal l enge?
                       © 2012. Content Rules, Inc. All rights reserved.
What Does This Mean to Tech Comm?




Can no l onger i gnore
m le
 obi


                                      © 2012. Content Rules, Inc. All rights reserved.
Use Case We’ll Be Discussing Today

Monday Morning at 11 AM
Take an existing knowledge
base at your company and
make it available in 4 locations:

Germany | Brazil | China | India

Your company makes high-end
dishwashers – among other
consumer durables
                                     © 2012. Content Rules, Inc. All rights reserved.
N ot expl i c i t l y a gl obal
c hal l enge
                            © 2012. Content Rules, Inc. All rights reserved.
Strategy? What Strategy?


 The need for global cannot be separated from the need
  for mobile
 Before you can create the company’s mobile strategy,
  you need to assess their global strategy
 Evaluate their global web presence




                                          © 2012. Content Rules, Inc. All rights reserved.
Globalizing Content: Translation, Localization, and/or
Transcreation

   Know the differences
     Process
     Function
     Cost
     Best places to use each
   Determine which content falls under which method




                                                 © 2012. Content Rules, Inc. All rights reserved.
Translation


   Take source language and change it word-for-word into another
   language
   No changes to illustrations
   No changes to layout
   Least expensive
   Best used for content that is not “emotional”
   Best used for content that doesn’t change often
     Technical documentation
     Command references
                                                      © 2012. Content Rules, Inc. All rights reserved.
Localization

   Adapt content for a specific product or region
   Maintain original intent of source content
   Usually few changes to illustrations
   Usually few changes to layout
   Most common
   Best used for content that is not “emotional,” but has cultural
   significance
     Case studies
     Whitepaper
     Other conceptual content
                                                     © 2012. Content Rules, Inc. All rights reserved.
Transcreation


   Create completely new content for specific region/country/culture
   Used to address specific business needs in specific locales
   Many changes to illustrations and layout
   May include changes to brand vocabulary
   Most expensive
   Best used for content that is emotional in nature
     Marketing communications
     Sales presentations


                                                        © 2012. Content Rules, Inc. All rights reserved.
Global Content Strategies
Three different ways of handling international content:
                Translation                 Localization                   Transcreation

                The content stays the       The meaning stays the          Different content
                same                        same                           developed to meet
                                                                           business objectives

 Language       Literal word-for-word       Translate the meaning of       Developed in local
                translation of everything   the words in a way that is     language; English may be
                                            culturally appropriate         used as part of the brand
                                                                           vocabulary


 Images         No change                   Change to fit local
                                            expectations / product
                                                                           Change to fit local
                                                                           expectations / product
                                            needs                          needs

 Layout         No change                   Minimize changes               Change to fit local
                                                                           expectations

 Brand          No change                   No change                      Enhance and expand

 Vocabulary
                                                                         © 2012. Content Rules, Inc. All rights reserved.
Example – Bosch Home Appliances


 Let’s analyze the Bosch home appliance websites for:
  United States
  Germany
  Brazil
  China
  India



                                          © 2012. Content Rules, Inc. All rights reserved.
http://www.bosch.com/worldsite_startpage/en/default.aspx




                                  © 2012. Content Rules, Inc. All rights reserved.
http://www.bosch-home.com/us




                      © 2012. Content Rules, Inc. All rights reserved.
http://www.bosch-home.com/de/




                          © 2012. Content Rules, Inc. All rights reserved.
http://www.bosch.com.br/bosch-eletrodomesticos/




                                                  © 2012. Content Rules, Inc. All rights reserved.
http://www.bosch-home.cn/




                       © 2012. Content Rules, Inc. All rights reserved.
http://www.bosch-home.com/in/




                        © 2012. Content Rules, Inc. All rights reserved.
Localized Elements




                     © 2012. Content Rules, Inc. All rights reserved.
Lost Opportunities for Reuse


                               Bosch China




      Bosch India
                                       © 2012. Content Rules, Inc. All rights reserved.
What Are the Implications of This for Global Mobile?


In terms of this use case:




                1  4
We must look at mobile implementations for four different sites, not
one.
                                                     © 2012. Content Rules, Inc. All rights reserved.
Exercise


To sharpen your skills – let’s look at an example of a global
company on the web and determine if they are using
tranlsation, localization, and/or transcreation, and if so
where.




                                              © 2012. Content Rules, Inc. All rights reserved.
Exercise: Analyze Ikea Website


Analyze home pages for Ikea:
Australia
Canada
United Kingdom
United States

Look for instances of translation, localization and
transcreation
                                              © 2012. Content Rules, Inc. All rights reserved.
Exercise: Analyze Ikea Website


 Search for Hemnes in Australia, Canada, United
  Kingdom, and United States
 Analyze the results: translation, localization,
  transcreation

 Search for the Hemnes Mirror cabinet with 1 door
 Analyze the results: translation, localization,
  transcreation

                                           © 2012. Content Rules, Inc. All rights reserved.
Discussion




             © 2012. Content Rules, Inc. All rights reserved.
What We Think


The more sophisticated the company is in terms of global
strategy, the more likely it is that you are dealing with not
one website, but multiple websites that need to be made
available on mobile.




                                               © 2012. Content Rules, Inc. All rights reserved.
Exponentiating Global Mobile Websites


For example, take a company that does business in 18
countries:

18 different websites
X 64 different variants* of mobile phones
________________________________
1,152 different mobile variants

*Netflix says it writes to 64 different variants of mobile


                                                             © 2012. Content Rules, Inc. All rights reserved.
Why Bother?
Because You Must




                   © 2012. Content Rules, Inc. All rights reserved.
© 2012. Content Rules, Inc. All rights reserved.
© 2012. Content Rules, Inc. All rights reserved.
Markets by the Numbers




  China                 India                   Brazil                 Germany
  1 Billion             .9 B                    235 M                  107 M
  mobile phone
  subscriptions

  75%                   75%                     126%                   130%
  penetration (% of
  population)


                                                                         © 2012. Content Rules, Inc. All rights reserved.

       http://en.wikipedia.org/wiki/List_of_countries_by_number_of_mobile_phones_in_use
WHAT THE MARKET USE TO LOOK LIKE




Eas y t o get l os t i n a s ea of
c om exi t y
    pl
                                     © 2012. Content Rules, Inc. All rights reserved.
Tai l w aggi ng
                             t he dog
• “My CEO wants an
  iPhone app”
• “We’re a Windows
  shop. Windows 8
  just makes sense.”
• “Responsive
  design sounds
  cool. Let’s do
  that.”

                             © 2012. Content Rules, Inc. All rights reserved.
Why We Developed TOAST




T- O- A- S- T
t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es




                                                                 © 2012. Content Rules, Inc. All rights reserved.
Targeting

 • Who are we trying to target?
 • How will they access the information we provide?
 • How do we expect them to use the information
   provided?
 • What’s the flow of work and/or tasks the information
   will support?
 • What devices will be used?
 • What kind of network will be available?
                                             © 2012. Content Rules, Inc. All rights reserved.
Targeting
Really helps to
visualize your
target

In some villages in
India, mobile minutes
are a form of currency.

Is this our target?




                          © 2012. Content Rules, Inc. All rights reserved.
Back in the Day


The phone you carried defined you




                                    © 2012. Content Rules, Inc. All rights reserved.
Source: Visionmobile, 2011



Now Smart Phones Dominate the Developed World




                                         © 2012. Content Rules, Inc. All rights reserved.
But Emerging Markets are Quickly Catching Up


This is very recent data

Most of the time
best data we can
get from public sources
Is 9 months out of date




                                        © 2012. Content Rules, Inc. All rights reserved.
Symbian and Windows Losing Market Share




                                      © 2012. Content Rules, Inc. All rights reserved.
Nokia Being Overtaken by Samsung (Android)




                                       © 2012. Content Rules, Inc. All rights reserved.
So When it Comes to Targeting - The T in TOAST

Almost certainly targeting people who – if they aren’t using
a smartphone today – will be using one tomorrow

Likely to be iOS and Android, but Windows 8 could play a
factor – depends on how Apple lawsuit fares internationally




                                             © 2012. Content Rules, Inc. All rights reserved.
O in TOAST




T- O- A- S- T
t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es




                                                                 © 2012. Content Rules, Inc. All rights reserved.
Objectives


 To get at objectives, personas can be particularly useful
  in mobile design
 Focus on user goals / activities
 Great presentation on how to develop personas cost
  effectively on Slideshare:

  http://www.slideshare.net/KimGoodwin/making-personas-work-without




                                               © 2012. Content Rules, Inc. All rights reserved.
Persona Development


Structured interviews:
 • Ask a lot of open ended questions
 • Rely on a combination of answers and observed
   behavior




                                        © 2012. Content Rules, Inc. All rights reserved.
Look for Cross-Geographic Patterns




                                     © 2012. Content Rules, Inc. All rights reserved.
In Our Hypothetical Project

We developed three personas based on the data available
to us:

  Harold – end user
  Zack – independent service
   technician
  Martine – works for a sales &
   service company

                                          © 2012. Content Rules, Inc. All rights reserved.
Harold


Harold is an engineer by training and considers himself
quite technical. While he could easily afford to hire
someone to come in and service his dishwashers, he
finds that fixing them himself is quite satisfying. Also, it
costs him less time – because he does not have to wait
at home for the service person to show up.


Harold’s biggest frustration is when he can’t
diagnose what is wrong with his “high end”
appliances using the company’s site on the first try.


Harold has access to 4 screens at his house – iPhone,
iPad, computer, and a television set.

                                                               © 2012. Content Rules, Inc. All rights reserved.
Zack


Zack considers himself a no-nonsense person who went to
technical school, found his calling, and has been servicing
equipment ever since. Currently, he runs his own
company, where he goes out on service calls for
multiple manufacturers.


Zack has been to the company mobile website once – found
it impossible to find the information he needed and never
went back. He is accustomed to using several different sites
to research customer concerns and sometimes the
information he gets is conflicting.


Zack does not exactly embrace new technology but finally
got an iPhone in the hopes that it would make him look
better in front of the clients.                                © 2012. Content Rules, Inc. All rights reserved.
Martine
Martine is known at her company for building strong
relationships with her customers. She wants to use a
tablet (an Android) to get quick access to
information and also to order parts and cut the
customer an invoice they can sign and receive a
copy of via email. This would free her up to spend
more time with customers to learn how best to address
the problems they are having.


Martine frequently finds herself teaching her customers
how to access advanced features of the dishwashers
and other company products they have installed. While
she’s on site with a customer, she often makes a quick
inventory of the equipment in place and its age – to
hand off to sales. This isn’t her job exactly but at her
company, service people are teamed with sales people,
and the commission is split on a territory basis, so it
makes sense.                                               © 2012. Content Rules, Inc. All rights reserved.
In the Real World


 3 Personas is ‘typical’
 Expect to spend €10-€20K developing each persona.
  More if you attempt to build global or multi-national
  personas.
 The personas help you decide what content you need to
  satisfy the needs of the various users.




                                         © 2012. Content Rules, Inc. All rights reserved.
A in TOAST

Action




T- O- A- S- T
t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es




                                                                 © 2012. Content Rules, Inc. All rights reserved.
“A” for Action


  What actions will people take based on info provided
  Knowledge base is generally about knowledge at your
   fingertips
  But it can also be about …
    Ordering parts
    Submitting a service request
    Measuring customer satisfaction


                                          © 2012. Content Rules, Inc. All rights reserved.
In a Mobile Context


Need to make relevant information easy to find and act
upon in the field

Consider actions that are required and whether you need
to chain multiple actions together, for example:

  Action #1 – Fix the problem with the dishwasher
  Action #2 – Cut an invoice for parts and service
  Action #3 – Measure customer satisfaction
                                            © 2012. Content Rules, Inc. All rights reserved.
Why Actions Matter


Action orientation feeds directly into strategic decisions
around how you will serve up the information for mobile

Choices:
 • Whole Web
 • Reduce Mobile Content (wap, .mobi)
 • Responsive Design
 • Mobile Application
                                              © 2012. Content Rules, Inc. All rights reserved.
S in TOAST

Strategies




T- O- A- S- T
t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es




                                                                 © 2012. Content Rules, Inc. All rights reserved.
Strategic Choices


 • “Mobilize” the entire website
 • “Mobilize” part of the website
 • Create a mobile application

Best practice that is emerging is to mobilize the entire
website – using responsive design



                                              © 2012. Content Rules, Inc. All rights reserved.
Responsive Design


Content is designed for the desktop web first, but in a way
that responds to the unique capabilities of the mobile
device

Hallmarks:
•Fluid grids
•Fluid images/media
•Media queries

                                            © 2012. Content Rules, Inc. All rights reserved.
Pros


 Keeps investment in localization or transcreation, and
  moves it to the mobile web

 Relatively fast and easy to do

 A large number of searches start on mobile and end up
  on the desktop


                                            © 2012. Content Rules, Inc. All rights reserved.
Data from Google Q2 2012




                           © 2012. Content Rules, Inc. All rights reserved.
Responsive Design


Use media queries to
adapt web content to the
specifics of the device

Size of screen
Capabilities of device




                           © 2012. Content Rules, Inc. All rights reserved.
Global Responsive Design


China mobile site:

More graphic
Transcreation retained




                           © 2012. Content Rules, Inc. All rights reserved.
Mobile Applications


Not seen as much as you might think.

Why?
  Expensive
  Difficulty getting iOS apps approved in Apple store
  No model (yet) for enterprise applications
  Vast majority of applications are developed on a local
   scale not global
                                            © 2012. Content Rules, Inc. All rights reserved.
Remember
Most mobile applications are local – so it makes sense to
start simple and build to complex over time




                                            © 2012. Content Rules, Inc. All rights reserved.
T in TOAST

Technology




T- O- A- S- T
t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es




                                                                 © 2012. Content Rules, Inc. All rights reserved.
Developing for Mobile




 • Technology is becoming less and less of an issue
 • Plethora of choices solidifying down to 2 – 3
   smartphone operating systems
 • Users will access the information you provide from
   multiple screens – the so-called “4 screens”



                                            © 2012. Content Rules, Inc. All rights reserved.
The 4 Screens Defined


From the perspective of the BBC – for example




                                          © 2012. Content Rules, Inc. All rights reserved.
As a Tech Comm Professional


What you can do:
  Think about users of your content, their needs, and the
   actions they will take based on the content
  Don’t plan for the edge case – feature phones are
   increasingly the edge case
  Read up on responsive design - .mobi and WAP were
   fads; responsive design is not because it promotes
   content re-use
                                           © 2012. Content Rules, Inc. All rights reserved.
Question Brings Up


Should we be developing for mobile first?




                                            © 2012. Content Rules, Inc. All rights reserved.
What Do YOU Think?




                     © 2012. Content Rules, Inc. All rights reserved.
Questions?




             © 2012. Content Rules, Inc. All rights reserved.
Val Swisher
CEO

vals@contentrules.com
www.contentrules.com
@contentrulesinc
© 2012. Content Rules, Inc. All rights reserved.
WHAT NOT TO DO

Make a slice of the
information ONLY available
on mobile

Approach inherent in .wap or
.mobi sites – but is either not
engaging or frustrating on a
smart phone



                                  © 2012. Content Rules, Inc. All rights reserved.
Contrast what we are forced to do with WAP
with the same use case delivered as an iPhone App




                                         © 2012. Content Rules, Inc. All rights reserved.
HOW DO YOU KNOW IF A SITE USES MEDIA QUERIES?


In practice, to see if media queries are being used search
header html for individual style sheets AND/OR CSS for
min and max device width like so:

/* iPad [portrait + landscape] */
@media only screen and (min-device-width: 768px) and
(max-device-width: 1024px)

/* iPhone [portrait + landscape] */
@media only screen and (max-device-width: 480px)
                                             © 2012. Content Rules, Inc. All rights reserved.
Who I Am


   CEO and Founder of Content Rules, Inc.
   Bachelor’s Degree from Tufts University
   Master’s Coursework from University of Santa Clara
   Translators Without Borders Board Member
   Conservatory-Trained Pianist 


    @contentrulesinc

    @valswisher


                                                © 2012. Content Rules, Inc. All rights reserved.
Content Rules, Inc.


 Professional services firm specializing in content strategy,
  structured authoring, content development and global
  readiness
 Founded in 1994
 12 full-time employees
 Network of 2000+ fully-screened consultants across U.S.
 Acrolinx service provider



                                                  © 2012. Content Rules, Inc. All rights reserved.
What We Do

 Help companies plan and execute their global content strategy
 Create and modify all types of content
     Writing, instructional design, editing, illustration, production, coding
      project management
 Evaluate and improve content quality using state-of-the-art tools
 Help companies save money on translation with our pre-translation
  global readiness services
 Assist with Acrolinx deployments and configuration




                                                               © 2012. Content Rules, Inc. All rights reserved.

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Mobile, The New Global Imperative

  • 1. Mobile, the New Global Imperative Val Swisher CEO @contentrulesinc © 2012. Content Rules, Inc. All rights reserved.
  • 2. © 2012. Content Rules, Inc. All rights reserved.
  • 3. Translators without Borders is the world’s largest community of humanitarian translators
  • 4. What We Promised You T- O- A- S- T t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es © 2012. Content Rules, Inc. All rights reserved.
  • 5. UNTIL RECENTLY Global strategy was an oxymoron Is t here a gl obal m l e obi c hal l enge? © 2012. Content Rules, Inc. All rights reserved.
  • 6. Coca Cola Thinks So Is t here a gl obal m l e obi c hal l enge? © 2012. Content Rules, Inc. All rights reserved.
  • 7. What Does This Mean to Tech Comm? Can no l onger i gnore m le obi © 2012. Content Rules, Inc. All rights reserved.
  • 8. Use Case We’ll Be Discussing Today Monday Morning at 11 AM Take an existing knowledge base at your company and make it available in 4 locations: Germany | Brazil | China | India Your company makes high-end dishwashers – among other consumer durables © 2012. Content Rules, Inc. All rights reserved.
  • 9. N ot expl i c i t l y a gl obal c hal l enge © 2012. Content Rules, Inc. All rights reserved.
  • 10. Strategy? What Strategy?  The need for global cannot be separated from the need for mobile  Before you can create the company’s mobile strategy, you need to assess their global strategy  Evaluate their global web presence © 2012. Content Rules, Inc. All rights reserved.
  • 11. Globalizing Content: Translation, Localization, and/or Transcreation  Know the differences  Process  Function  Cost  Best places to use each  Determine which content falls under which method © 2012. Content Rules, Inc. All rights reserved.
  • 12. Translation  Take source language and change it word-for-word into another language  No changes to illustrations  No changes to layout  Least expensive  Best used for content that is not “emotional”  Best used for content that doesn’t change often  Technical documentation  Command references © 2012. Content Rules, Inc. All rights reserved.
  • 13. Localization  Adapt content for a specific product or region  Maintain original intent of source content  Usually few changes to illustrations  Usually few changes to layout  Most common  Best used for content that is not “emotional,” but has cultural significance  Case studies  Whitepaper  Other conceptual content © 2012. Content Rules, Inc. All rights reserved.
  • 14. Transcreation  Create completely new content for specific region/country/culture  Used to address specific business needs in specific locales  Many changes to illustrations and layout  May include changes to brand vocabulary  Most expensive  Best used for content that is emotional in nature  Marketing communications  Sales presentations © 2012. Content Rules, Inc. All rights reserved.
  • 15. Global Content Strategies Three different ways of handling international content: Translation Localization Transcreation The content stays the The meaning stays the Different content same same developed to meet business objectives Language Literal word-for-word Translate the meaning of Developed in local translation of everything the words in a way that is language; English may be culturally appropriate used as part of the brand vocabulary Images No change Change to fit local expectations / product Change to fit local expectations / product needs needs Layout No change Minimize changes Change to fit local expectations Brand No change No change Enhance and expand Vocabulary © 2012. Content Rules, Inc. All rights reserved.
  • 16. Example – Bosch Home Appliances  Let’s analyze the Bosch home appliance websites for:  United States  Germany  Brazil  China  India © 2012. Content Rules, Inc. All rights reserved.
  • 17. http://www.bosch.com/worldsite_startpage/en/default.aspx © 2012. Content Rules, Inc. All rights reserved.
  • 18. http://www.bosch-home.com/us © 2012. Content Rules, Inc. All rights reserved.
  • 19. http://www.bosch-home.com/de/ © 2012. Content Rules, Inc. All rights reserved.
  • 20. http://www.bosch.com.br/bosch-eletrodomesticos/ © 2012. Content Rules, Inc. All rights reserved.
  • 21. http://www.bosch-home.cn/ © 2012. Content Rules, Inc. All rights reserved.
  • 22. http://www.bosch-home.com/in/ © 2012. Content Rules, Inc. All rights reserved.
  • 23. Localized Elements © 2012. Content Rules, Inc. All rights reserved.
  • 24. Lost Opportunities for Reuse Bosch China Bosch India © 2012. Content Rules, Inc. All rights reserved.
  • 25. What Are the Implications of This for Global Mobile? In terms of this use case: 1  4 We must look at mobile implementations for four different sites, not one. © 2012. Content Rules, Inc. All rights reserved.
  • 26. Exercise To sharpen your skills – let’s look at an example of a global company on the web and determine if they are using tranlsation, localization, and/or transcreation, and if so where. © 2012. Content Rules, Inc. All rights reserved.
  • 27. Exercise: Analyze Ikea Website Analyze home pages for Ikea: Australia Canada United Kingdom United States Look for instances of translation, localization and transcreation © 2012. Content Rules, Inc. All rights reserved.
  • 28. Exercise: Analyze Ikea Website  Search for Hemnes in Australia, Canada, United Kingdom, and United States  Analyze the results: translation, localization, transcreation  Search for the Hemnes Mirror cabinet with 1 door  Analyze the results: translation, localization, transcreation © 2012. Content Rules, Inc. All rights reserved.
  • 29. Discussion © 2012. Content Rules, Inc. All rights reserved.
  • 30. What We Think The more sophisticated the company is in terms of global strategy, the more likely it is that you are dealing with not one website, but multiple websites that need to be made available on mobile. © 2012. Content Rules, Inc. All rights reserved.
  • 31. Exponentiating Global Mobile Websites For example, take a company that does business in 18 countries: 18 different websites X 64 different variants* of mobile phones ________________________________ 1,152 different mobile variants *Netflix says it writes to 64 different variants of mobile © 2012. Content Rules, Inc. All rights reserved.
  • 32. Why Bother? Because You Must © 2012. Content Rules, Inc. All rights reserved.
  • 33. © 2012. Content Rules, Inc. All rights reserved.
  • 34. © 2012. Content Rules, Inc. All rights reserved.
  • 35. Markets by the Numbers China India Brazil Germany 1 Billion .9 B 235 M 107 M mobile phone subscriptions 75% 75% 126% 130% penetration (% of population) © 2012. Content Rules, Inc. All rights reserved. http://en.wikipedia.org/wiki/List_of_countries_by_number_of_mobile_phones_in_use
  • 36. WHAT THE MARKET USE TO LOOK LIKE Eas y t o get l os t i n a s ea of c om exi t y pl © 2012. Content Rules, Inc. All rights reserved.
  • 37. Tai l w aggi ng t he dog • “My CEO wants an iPhone app” • “We’re a Windows shop. Windows 8 just makes sense.” • “Responsive design sounds cool. Let’s do that.” © 2012. Content Rules, Inc. All rights reserved.
  • 38. Why We Developed TOAST T- O- A- S- T t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es © 2012. Content Rules, Inc. All rights reserved.
  • 39. Targeting • Who are we trying to target? • How will they access the information we provide? • How do we expect them to use the information provided? • What’s the flow of work and/or tasks the information will support? • What devices will be used? • What kind of network will be available? © 2012. Content Rules, Inc. All rights reserved.
  • 40. Targeting Really helps to visualize your target In some villages in India, mobile minutes are a form of currency. Is this our target? © 2012. Content Rules, Inc. All rights reserved.
  • 41. Back in the Day The phone you carried defined you © 2012. Content Rules, Inc. All rights reserved.
  • 42. Source: Visionmobile, 2011 Now Smart Phones Dominate the Developed World © 2012. Content Rules, Inc. All rights reserved.
  • 43. But Emerging Markets are Quickly Catching Up This is very recent data Most of the time best data we can get from public sources Is 9 months out of date © 2012. Content Rules, Inc. All rights reserved.
  • 44. Symbian and Windows Losing Market Share © 2012. Content Rules, Inc. All rights reserved.
  • 45. Nokia Being Overtaken by Samsung (Android) © 2012. Content Rules, Inc. All rights reserved.
  • 46. So When it Comes to Targeting - The T in TOAST Almost certainly targeting people who – if they aren’t using a smartphone today – will be using one tomorrow Likely to be iOS and Android, but Windows 8 could play a factor – depends on how Apple lawsuit fares internationally © 2012. Content Rules, Inc. All rights reserved.
  • 47. O in TOAST T- O- A- S- T t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es © 2012. Content Rules, Inc. All rights reserved.
  • 48. Objectives  To get at objectives, personas can be particularly useful in mobile design  Focus on user goals / activities  Great presentation on how to develop personas cost effectively on Slideshare: http://www.slideshare.net/KimGoodwin/making-personas-work-without © 2012. Content Rules, Inc. All rights reserved.
  • 49. Persona Development Structured interviews: • Ask a lot of open ended questions • Rely on a combination of answers and observed behavior © 2012. Content Rules, Inc. All rights reserved.
  • 50. Look for Cross-Geographic Patterns © 2012. Content Rules, Inc. All rights reserved.
  • 51. In Our Hypothetical Project We developed three personas based on the data available to us:  Harold – end user  Zack – independent service technician  Martine – works for a sales & service company © 2012. Content Rules, Inc. All rights reserved.
  • 52. Harold Harold is an engineer by training and considers himself quite technical. While he could easily afford to hire someone to come in and service his dishwashers, he finds that fixing them himself is quite satisfying. Also, it costs him less time – because he does not have to wait at home for the service person to show up. Harold’s biggest frustration is when he can’t diagnose what is wrong with his “high end” appliances using the company’s site on the first try. Harold has access to 4 screens at his house – iPhone, iPad, computer, and a television set. © 2012. Content Rules, Inc. All rights reserved.
  • 53. Zack Zack considers himself a no-nonsense person who went to technical school, found his calling, and has been servicing equipment ever since. Currently, he runs his own company, where he goes out on service calls for multiple manufacturers. Zack has been to the company mobile website once – found it impossible to find the information he needed and never went back. He is accustomed to using several different sites to research customer concerns and sometimes the information he gets is conflicting. Zack does not exactly embrace new technology but finally got an iPhone in the hopes that it would make him look better in front of the clients. © 2012. Content Rules, Inc. All rights reserved.
  • 54. Martine Martine is known at her company for building strong relationships with her customers. She wants to use a tablet (an Android) to get quick access to information and also to order parts and cut the customer an invoice they can sign and receive a copy of via email. This would free her up to spend more time with customers to learn how best to address the problems they are having. Martine frequently finds herself teaching her customers how to access advanced features of the dishwashers and other company products they have installed. While she’s on site with a customer, she often makes a quick inventory of the equipment in place and its age – to hand off to sales. This isn’t her job exactly but at her company, service people are teamed with sales people, and the commission is split on a territory basis, so it makes sense. © 2012. Content Rules, Inc. All rights reserved.
  • 55. In the Real World  3 Personas is ‘typical’  Expect to spend €10-€20K developing each persona. More if you attempt to build global or multi-national personas.  The personas help you decide what content you need to satisfy the needs of the various users. © 2012. Content Rules, Inc. All rights reserved.
  • 56. A in TOAST Action T- O- A- S- T t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es © 2012. Content Rules, Inc. All rights reserved.
  • 57. “A” for Action  What actions will people take based on info provided  Knowledge base is generally about knowledge at your fingertips  But it can also be about …  Ordering parts  Submitting a service request  Measuring customer satisfaction © 2012. Content Rules, Inc. All rights reserved.
  • 58. In a Mobile Context Need to make relevant information easy to find and act upon in the field Consider actions that are required and whether you need to chain multiple actions together, for example:  Action #1 – Fix the problem with the dishwasher  Action #2 – Cut an invoice for parts and service  Action #3 – Measure customer satisfaction © 2012. Content Rules, Inc. All rights reserved.
  • 59. Why Actions Matter Action orientation feeds directly into strategic decisions around how you will serve up the information for mobile Choices: • Whole Web • Reduce Mobile Content (wap, .mobi) • Responsive Design • Mobile Application © 2012. Content Rules, Inc. All rights reserved.
  • 60. S in TOAST Strategies T- O- A- S- T t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es © 2012. Content Rules, Inc. All rights reserved.
  • 61. Strategic Choices • “Mobilize” the entire website • “Mobilize” part of the website • Create a mobile application Best practice that is emerging is to mobilize the entire website – using responsive design © 2012. Content Rules, Inc. All rights reserved.
  • 62. Responsive Design Content is designed for the desktop web first, but in a way that responds to the unique capabilities of the mobile device Hallmarks: •Fluid grids •Fluid images/media •Media queries © 2012. Content Rules, Inc. All rights reserved.
  • 63. Pros  Keeps investment in localization or transcreation, and moves it to the mobile web  Relatively fast and easy to do  A large number of searches start on mobile and end up on the desktop © 2012. Content Rules, Inc. All rights reserved.
  • 64. Data from Google Q2 2012 © 2012. Content Rules, Inc. All rights reserved.
  • 65. Responsive Design Use media queries to adapt web content to the specifics of the device Size of screen Capabilities of device © 2012. Content Rules, Inc. All rights reserved.
  • 66. Global Responsive Design China mobile site: More graphic Transcreation retained © 2012. Content Rules, Inc. All rights reserved.
  • 67. Mobile Applications Not seen as much as you might think. Why?  Expensive  Difficulty getting iOS apps approved in Apple store  No model (yet) for enterprise applications  Vast majority of applications are developed on a local scale not global © 2012. Content Rules, Inc. All rights reserved.
  • 68. Remember Most mobile applications are local – so it makes sense to start simple and build to complex over time © 2012. Content Rules, Inc. All rights reserved.
  • 69. T in TOAST Technology T- O- A- S- T t arget i ng | obj ec t i ves | ac t i on | s t rat egi es | t ec hnol ogi es © 2012. Content Rules, Inc. All rights reserved.
  • 70. Developing for Mobile • Technology is becoming less and less of an issue • Plethora of choices solidifying down to 2 – 3 smartphone operating systems • Users will access the information you provide from multiple screens – the so-called “4 screens” © 2012. Content Rules, Inc. All rights reserved.
  • 71. The 4 Screens Defined From the perspective of the BBC – for example © 2012. Content Rules, Inc. All rights reserved.
  • 72. As a Tech Comm Professional What you can do:  Think about users of your content, their needs, and the actions they will take based on the content  Don’t plan for the edge case – feature phones are increasingly the edge case  Read up on responsive design - .mobi and WAP were fads; responsive design is not because it promotes content re-use © 2012. Content Rules, Inc. All rights reserved.
  • 73. Question Brings Up Should we be developing for mobile first? © 2012. Content Rules, Inc. All rights reserved.
  • 74. What Do YOU Think? © 2012. Content Rules, Inc. All rights reserved.
  • 75. Questions? © 2012. Content Rules, Inc. All rights reserved.
  • 77. © 2012. Content Rules, Inc. All rights reserved.
  • 78. WHAT NOT TO DO Make a slice of the information ONLY available on mobile Approach inherent in .wap or .mobi sites – but is either not engaging or frustrating on a smart phone © 2012. Content Rules, Inc. All rights reserved.
  • 79. Contrast what we are forced to do with WAP with the same use case delivered as an iPhone App © 2012. Content Rules, Inc. All rights reserved.
  • 80. HOW DO YOU KNOW IF A SITE USES MEDIA QUERIES? In practice, to see if media queries are being used search header html for individual style sheets AND/OR CSS for min and max device width like so: /* iPad [portrait + landscape] */ @media only screen and (min-device-width: 768px) and (max-device-width: 1024px) /* iPhone [portrait + landscape] */ @media only screen and (max-device-width: 480px) © 2012. Content Rules, Inc. All rights reserved.
  • 81. Who I Am  CEO and Founder of Content Rules, Inc.  Bachelor’s Degree from Tufts University  Master’s Coursework from University of Santa Clara  Translators Without Borders Board Member  Conservatory-Trained Pianist  @contentrulesinc @valswisher © 2012. Content Rules, Inc. All rights reserved.
  • 82. Content Rules, Inc.  Professional services firm specializing in content strategy, structured authoring, content development and global readiness  Founded in 1994  12 full-time employees  Network of 2000+ fully-screened consultants across U.S.  Acrolinx service provider © 2012. Content Rules, Inc. All rights reserved.
  • 83. What We Do  Help companies plan and execute their global content strategy  Create and modify all types of content  Writing, instructional design, editing, illustration, production, coding project management  Evaluate and improve content quality using state-of-the-art tools  Help companies save money on translation with our pre-translation global readiness services  Assist with Acrolinx deployments and configuration © 2012. Content Rules, Inc. All rights reserved.

Notes de l'éditeur

  1. Framework for thinking through how to address the global / mobile challenge Target, Objective, Action, Strategy, Technology
  2. Or is it an oxymoron?
  3. Coca Cola told Facebook that they need to get their act together for mobile if they want to succeed. Global is not enough. Facebook – spurred on by an executive at Coca Cola who is on its advisory board – thinks mobile can double Facebook’s revenue See this article: http://www.businessweek.com/articles/2012-07-03/coca-cola-gives-facebook-global-reason-for-boosting-mobile-ads
  4. Sounds simple right? How many of you have international content development guidelines. In writing?
  5. Sounds simple right? How many of you have international content development guidelines. In writing?
  6. Sounds simple right? How many of you have international content development guidelines. In writing?
  7. Sounds simple right? How many of you have international content development guidelines. In writing?
  8. Bosch does not appear to translate. In markets where they don’t have significant market share, they simply don’t sell their household products. An example would be France – where they do not appear to market and sell dishwashers and fridges. The company relies on localization and transcreation extensively for its desktop websites that target prospects, retailers, and investors. Local expectations are important. The classic story here is Gerber Baby Food. In the US, we sell Gerber Baby Food in jars with pictures of a fat baby with puffy cheeks on the label. This meets our cultural expectations. In Africa, the cultural expectation – because literacy is low – is that the picture on the outside of the jar is of the ingredients. So a picture of a baby with fat cheeks says that the baby food consists of … you guessed it … ground up baby! A lesson Gerber learned very, very painfully.
  9. Bosch US
  10. Bosch Germany
  11. Bosch Brazil – Goes directly to a local dealer
  12. Bosch China
  13. Bosch India
  14. There’s not one website you need to globalize and mobile but 4 – one for each geography.
  15. Very simple math – 18 different websites x 64 different variants of mobile phones – that’s how many mobile phones Netflix says its writes to today – BTW – you get 1,152 different mobile variants Why bother?
  16. As you know Apple won a $1B judgment against Samsung in the US – most people have interpreted this as a blow to Google and already Google has reacted by changing certain elements of the Android OS to make – what shall we call it – the overlap between it and the Apple iOS less evident. However in other geos, the same patent issue brought to court has resulted in a win for Samsung. The true winner could be Windows 8 – which has teamed with Nokia to develop the Lumens line of Smart Phones. While Windows 8 has virtually no market share today – this could change depending on what happens in international patent court.
  17. How to get at the user’s information objectives?
  18. When we do this work – or are presented with this research on behalf of our clients – what we find is that there are typically patterns of information consumption that cut across geographic lines . So our goal is to use the personas to assemble personas that can work in multiple geographies although some personas – like the microfinancing entrepreneur from the Indian villages we brought up earlier – may appear.
  19. As we go through these personas – notice how they picture could apply to any of these personas – really. Personas in today’s world often cut across geographical lines. Although there are obvious exceptions – like in China – where censorship may make search more difficult.
  20. This woman is asking “what does that mean” or the equivalent in Korean – by the way
  21. Ask attendees – record answers