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Successful Strategies for Continuous Improvement
Marta Rauch, STC Webinar, January 31, 2012

Follow me:            @martarauch   +martarauch   martarauch
Agenda
          • Initiatives program: a powerful strategy for continuous
            improvement
          • Proven process for starting an initiatives program
          • Tips for 3 initiatives that produce results:
                Save time
                Improve quality
                Lower costs
                Increase revenue
          • Best practices
          • Q&A (chat questions welcome any time)

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           2
Chat Question

What is the one most frustrating
 issue with your doc projects
 that could benefit from
 continuous improvement?



Please submit your answer
  using the chat feature.




                                   3
Effective Strategy: an Initiatives Program

      • Continuous improvement for products and processes
      • Scales to large and small groups
      • Works well with remote teams
      • Increases collaboration, idea sharing, morale
      • Enhances skill sets, on-the-job learning
      • Adds value to the organization
      • Key: Meets business needs
               –    Reduce costs
               –    Raise efficiency
               –    Improve satisfaction
               –    Increase revenue



Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           4
Process for Starting an Initiatives Program (1)

         1. Get executive buy in

         2. Analyze business requirements – what does your
            company need, what can move it forward?
         3. Plan strategic initiative topics that meet business needs:
                  –    Reduce costs
                  –    Raise efficiency
                  –    Improve customer satisfaction
                  –    Increase revenue
         4. Plan metrics to track improvement
         5. Communicate strategy to team,
            list initiative topics

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           5
Process for Starting an Initiatives Program (2)

         6. Let Individuals pick initiatives they want to work on
         7. If appropriate, include initiatives on performance goals
         8. Form small groups to work on initiatives as time allows
         9. Set team goals, plan, and dates; divvy up tasks
         10. Track initiative progress on an internal wiki
         11. Capture data to measure improvement, track results
         12. Communicate success
         13. Plan and implement next initiatives




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           6
Initiative #1: Improve Efficiency
       Challenge: More deliverables in less time
       Solution: XML, CMS, and Automation initiative




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           7
Best Practice: Break Down Tasks
    Break down large tasks into smaller initiatives:
             •     Standards for folders, files
             •     Templates, style sheets
             •     Tools research
             •     Conversion
             •     Quality testing
             •     Tools training
             •     Wiki for FAQ, troubleshooting
             •     User’s guide, best practices

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           8
Result: Deliver More in Less Time

          One tool, multiple outputs, more quickly:
          • Production and formatting down 47%
          • Troubleshooting down 85%
          • Translation time down 90%




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           9
Initiative #2: Improve Quality

            Challenge: Better understanding of
            customers to enhance user experience
            Solution: Customer Partnering initiative




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           10
Tip: Get Feedback on User Assistance

                                                                                                    http://imindmap.com/




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                                           11
Tip: Get Feedback on Mobile Content




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           12
Tip: Get Feedback on
               Online Communities
         Help 2.0 features:
         • Gamification
         • Point System
         • Badges
         • Discussions
         • RSS
         • Cloud tags
         • Comments
         • Ratings

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           13
Tip: Get Feedback on Social Media




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           14
What Customers Say


         “We appreciate the effort that
         goes in to this program, since
         documentation is not as well
         addressed with most vendors.”

         “This program is very unique, and we feel it
         is beneficial.”
                                                                       ―Customer Partners

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           15
Result: Increased Quality
            • Customers have the information they need
            • Reduced tech support calls
            • Opportunity for increased sales, revenue




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           16
Initiative #3: Improve Time/Cost

               Challenge: Reduce translation budget,
               translate more files, more quickly
               Solution: Word-reduction initiative




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           17
Tip: It Pays to Reduce Words
             Our own estimated savings for one 300-page guide,
             240 words per page, 13 languages

                     % Words                               Savings per                                     Savings for All
                     Reduced                                Document                                        Languages
                           10%                                           $2,880                                  $37,440
                           20%                                           $5,760                                  $74,880
                           30%                                           $8,640                                 $112,320
                           40%                                          $11,520                                 $149,760
                           50%                                          $14,400                                 $187,200

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                                             18
Word Reduction Examples

             Original                                                                    Word-reduced
             as well as                                                                  and
             at the same time as                                                         simultaneously
             in order to                                                                 to
             the following                                                               these
             will be                                                                     is
             delete an existing                                                          delete an
             viewing an option                                                           viewing options
             click Save to save settings                                                 click Save



Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           19
Word-reduction Activity

          Original                                                                    Word-reduced
          a single
          more than one
          create a new
          a combination of different
          enter an appropriate file
          name
          click either Yes or No
          to edit a spreadsheet, do
          the following:

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           20
Word-reduction Activity

          Original                                                                    Word-reduced
          a single                                                                    a (or an)
          more than one
          create a new
          a combination of different
          enter an appropriate file
          name
          click either Yes or No
          to edit a spreadsheet, do
          the following:

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           21
Word-reduction Activity

          Original                                                                    Word-reduced
          a single                                                                    a (or an)
          more than one                                                               multiple
          create a new
          a combination of different
          enter an appropriate file
          name
          click either Yes or No
          to edit a spreadsheet, do
          the following:

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           22
Word-reduction Activity

          Original                                                                    Word-reduced
          a single                                                                    a (or an)
          more than one                                                               multiple
          create a new                                                                create
          a combination of different
          enter an appropriate file
          name
          click either Yes or No
          to edit a spreadsheet, do
          the following:

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           23
Word-reduction Activity

          Original                                                                    Word-reduced
          a single                                                                    a (or an)
          more than one                                                               multiple
          create a new                                                                create
          a combination of different                                                  a combination of
          enter an appropriate file
          name
          click either Yes or No
          to edit a spreadsheet, do
          the following:

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           24
Word-reduction Activity

          Original                                                                    Word-reduced
          a single                                                                    a (or an)
          more than one                                                               multiple
          create a new                                                                create
          a combination of different                                                  a combination of
          enter an appropriate file                                                   enter a file name
          name
          click either Yes or No
          to edit a spreadsheet, do
          the following:

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           25
Word-reduction Activity

Original                     Word-reduced
a single                     a (or an)
more than one                multiple
create a new                 create
a combination of different   a combination of
enter an appropriate file    enter a file name
name
click either Yes or No       click Yes or No
to edit a spreadsheet, do
the following:

                                                 26
Word-reduction Activity

Original                     Word-reduced
a single                     a (or an)
more than one                multiple
create a new                 create
a combination of different   a combination of
enter an appropriate file    enter a file name
name
click either Yes or No       click Yes or No
to edit a spreadsheet, do    to edit spreadsheets:
the following:

                                                     27
Result: Reduced Time and Costs,
                 Increased Revenue
          •     Reduced costs by 24% per language, per release
          •     Improved usability
          •     Faster to market
          •     Sales in new geographies
          •     Increased revenue




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           28
Initiatives Summary
          XML, CMS, and Automation:
                   Less: Time, cost
                   More: Productivity, deliverable formats

          Customer Partnering:
                   Less: Support calls, costs
                   More: Customer satisfaction, quality, revenue

          Word Reduction:
                   Less: Time, cost
                   More: Languages, countries, revenue

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           29
Best Practices for a Successful
         Initiative Program
   1. Welcome all                                                           6. Participation as time
      suggestions                                                              permits
   2. Ensure initiatives                                                    7. Track project status
      reflect business                                                      8. Collect and analyze data
      needs                                                                    to validate effectiveness
   3. Self-selection                                                        9. Communicate success
   4. Performance goals                                                     10. Continue implementing
   5. Primary focus on                                                          new initiatives
      deliverables

Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           30
Chat Question


What are the
top improvements
you heard about
today that
you'd like to implement
in your own doc projects?


Please submit your answer
using the chat feature.


                            31
Tips for Measuring Success
      Track usage with web analytics:
       Downloads


       Click-maps


       Countries


       Entry and exit pages


       Reports, trends



      Other measures:
       Usability tests


       Productivity metrics


       Forum data, tech support calls


       Online surveys, SurveyMonkey



Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           32
Best Practice: Accessibility


        Accessibility guidelines
        Alternative text


        Build in to template


        Keyboard equivalents


        Screen readers


        Accessibility checker


        Usability tests




Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           33
Q U E S T I O N S                                                   &         A N S W E R S


Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                                   34
Follow me:
        • Twitter: martarauch
        • LinkedIn: martarauch
        • Google+: +martarauch

        Check out my articles for additional information:
        • STC Intercom: http://intercom.stc.org/2011/11/twelve-key-mobile-usability-
        guidelines-you-need-to-implement-now/
        • CIDM Best Practices: http://www.infomanagementcenter.com/
        • STC Intercom: http://intercom.stc.org/2011/11/twelve-key-mobile-usability-
        guidelines-you-need-to-implement-now/
        • Writers UA: http://www.writersua.com/articles/continuous/index.html



Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012.
                                                                                                           35

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Successful Strategies for Continuous Improvement

  • 1. <Insert Picture Here> Successful Strategies for Continuous Improvement Marta Rauch, STC Webinar, January 31, 2012 Follow me: @martarauch +martarauch martarauch
  • 2. Agenda • Initiatives program: a powerful strategy for continuous improvement • Proven process for starting an initiatives program • Tips for 3 initiatives that produce results:  Save time  Improve quality  Lower costs  Increase revenue • Best practices • Q&A (chat questions welcome any time) Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 2
  • 3. Chat Question What is the one most frustrating issue with your doc projects that could benefit from continuous improvement? Please submit your answer using the chat feature. 3
  • 4. Effective Strategy: an Initiatives Program • Continuous improvement for products and processes • Scales to large and small groups • Works well with remote teams • Increases collaboration, idea sharing, morale • Enhances skill sets, on-the-job learning • Adds value to the organization • Key: Meets business needs – Reduce costs – Raise efficiency – Improve satisfaction – Increase revenue Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 4
  • 5. Process for Starting an Initiatives Program (1) 1. Get executive buy in 2. Analyze business requirements – what does your company need, what can move it forward? 3. Plan strategic initiative topics that meet business needs: – Reduce costs – Raise efficiency – Improve customer satisfaction – Increase revenue 4. Plan metrics to track improvement 5. Communicate strategy to team, list initiative topics Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 5
  • 6. Process for Starting an Initiatives Program (2) 6. Let Individuals pick initiatives they want to work on 7. If appropriate, include initiatives on performance goals 8. Form small groups to work on initiatives as time allows 9. Set team goals, plan, and dates; divvy up tasks 10. Track initiative progress on an internal wiki 11. Capture data to measure improvement, track results 12. Communicate success 13. Plan and implement next initiatives Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 6
  • 7. Initiative #1: Improve Efficiency Challenge: More deliverables in less time Solution: XML, CMS, and Automation initiative Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 7
  • 8. Best Practice: Break Down Tasks Break down large tasks into smaller initiatives: • Standards for folders, files • Templates, style sheets • Tools research • Conversion • Quality testing • Tools training • Wiki for FAQ, troubleshooting • User’s guide, best practices Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 8
  • 9. Result: Deliver More in Less Time One tool, multiple outputs, more quickly: • Production and formatting down 47% • Troubleshooting down 85% • Translation time down 90% Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 9
  • 10. Initiative #2: Improve Quality Challenge: Better understanding of customers to enhance user experience Solution: Customer Partnering initiative Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 10
  • 11. Tip: Get Feedback on User Assistance http://imindmap.com/ Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 11
  • 12. Tip: Get Feedback on Mobile Content Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 12
  • 13. Tip: Get Feedback on Online Communities Help 2.0 features: • Gamification • Point System • Badges • Discussions • RSS • Cloud tags • Comments • Ratings Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 13
  • 14. Tip: Get Feedback on Social Media Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 14
  • 15. What Customers Say “We appreciate the effort that goes in to this program, since documentation is not as well addressed with most vendors.” “This program is very unique, and we feel it is beneficial.” ―Customer Partners Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 15
  • 16. Result: Increased Quality • Customers have the information they need • Reduced tech support calls • Opportunity for increased sales, revenue Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 16
  • 17. Initiative #3: Improve Time/Cost Challenge: Reduce translation budget, translate more files, more quickly Solution: Word-reduction initiative Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 17
  • 18. Tip: It Pays to Reduce Words Our own estimated savings for one 300-page guide, 240 words per page, 13 languages % Words Savings per Savings for All Reduced Document Languages 10% $2,880 $37,440 20% $5,760 $74,880 30% $8,640 $112,320 40% $11,520 $149,760 50% $14,400 $187,200 Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 18
  • 19. Word Reduction Examples Original Word-reduced as well as and at the same time as simultaneously in order to to the following these will be is delete an existing delete an viewing an option viewing options click Save to save settings click Save Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 19
  • 20. Word-reduction Activity Original Word-reduced a single more than one create a new a combination of different enter an appropriate file name click either Yes or No to edit a spreadsheet, do the following: Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 20
  • 21. Word-reduction Activity Original Word-reduced a single a (or an) more than one create a new a combination of different enter an appropriate file name click either Yes or No to edit a spreadsheet, do the following: Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 21
  • 22. Word-reduction Activity Original Word-reduced a single a (or an) more than one multiple create a new a combination of different enter an appropriate file name click either Yes or No to edit a spreadsheet, do the following: Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 22
  • 23. Word-reduction Activity Original Word-reduced a single a (or an) more than one multiple create a new create a combination of different enter an appropriate file name click either Yes or No to edit a spreadsheet, do the following: Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 23
  • 24. Word-reduction Activity Original Word-reduced a single a (or an) more than one multiple create a new create a combination of different a combination of enter an appropriate file name click either Yes or No to edit a spreadsheet, do the following: Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 24
  • 25. Word-reduction Activity Original Word-reduced a single a (or an) more than one multiple create a new create a combination of different a combination of enter an appropriate file enter a file name name click either Yes or No to edit a spreadsheet, do the following: Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 25
  • 26. Word-reduction Activity Original Word-reduced a single a (or an) more than one multiple create a new create a combination of different a combination of enter an appropriate file enter a file name name click either Yes or No click Yes or No to edit a spreadsheet, do the following: 26
  • 27. Word-reduction Activity Original Word-reduced a single a (or an) more than one multiple create a new create a combination of different a combination of enter an appropriate file enter a file name name click either Yes or No click Yes or No to edit a spreadsheet, do to edit spreadsheets: the following: 27
  • 28. Result: Reduced Time and Costs, Increased Revenue • Reduced costs by 24% per language, per release • Improved usability • Faster to market • Sales in new geographies • Increased revenue Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 28
  • 29. Initiatives Summary XML, CMS, and Automation: Less: Time, cost More: Productivity, deliverable formats Customer Partnering: Less: Support calls, costs More: Customer satisfaction, quality, revenue Word Reduction: Less: Time, cost More: Languages, countries, revenue Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 29
  • 30. Best Practices for a Successful Initiative Program 1. Welcome all 6. Participation as time suggestions permits 2. Ensure initiatives 7. Track project status reflect business 8. Collect and analyze data needs to validate effectiveness 3. Self-selection 9. Communicate success 4. Performance goals 10. Continue implementing 5. Primary focus on new initiatives deliverables Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 30
  • 31. Chat Question What are the top improvements you heard about today that you'd like to implement in your own doc projects? Please submit your answer using the chat feature. 31
  • 32. Tips for Measuring Success Track usage with web analytics:  Downloads  Click-maps  Countries  Entry and exit pages  Reports, trends Other measures:  Usability tests  Productivity metrics  Forum data, tech support calls  Online surveys, SurveyMonkey Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 32
  • 33. Best Practice: Accessibility  Accessibility guidelines  Alternative text  Build in to template  Keyboard equivalents  Screen readers  Accessibility checker  Usability tests Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 33
  • 34. Q U E S T I O N S & A N S W E R S Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 34
  • 35. Follow me: • Twitter: martarauch • LinkedIn: martarauch • Google+: +martarauch Check out my articles for additional information: • STC Intercom: http://intercom.stc.org/2011/11/twelve-key-mobile-usability- guidelines-you-need-to-implement-now/ • CIDM Best Practices: http://www.infomanagementcenter.com/ • STC Intercom: http://intercom.stc.org/2011/11/twelve-key-mobile-usability- guidelines-you-need-to-implement-now/ • Writers UA: http://www.writersua.com/articles/continuous/index.html Marta Rauch, “Successful Strategies for Continuous Improvement,” STC Webinar, 1/31/2012. Copyright 2012. 35