Building the business case for change to your documentation system

 

Elkera® plans and develops complete solutions for enterprise document publishing needs, particularly for product, service, procedure and compliance documentation.

Content managers are finding that previous approaches to the creation of documentation do not meet evolving business needs. Many businesses now need to produce new kinds of output, reduce duplication, improve relevancy to users, manage content translation and produce documentation in multiple languages.

Elkera has extensive experience helping content managers develop a clear, business oriented and realistic vision for documentation projects.

If your are contemplating a change to your documentation system, Elkera offers a step by step approach to plan changes to documentation systems to set it on the path to success. This process begins with a free, two hour consultation with an Elkera consultant.

Contact Elkera today for your free consultation.

Common problems

Enterprises such as equipment and software manufacturers, financial service providers and many others may encounter a range of problems with existing documentation systems. For example:

Current software tools may be obsolete.
Market opportunities may require production of documentation in multiple languages.
Customer support calls may be excessive because users cannot find the information they need.
Documentation may be holding up the release of new products.
There may be excessive duplication of content across documents, making it difficult to maintain and update.
Translation to other languages may be excessively time consuming and expensive.
When changes are made to corporate styles, output requirements or software systems, it may be necessary to re-format large volumes of content at very substantial cost.
Content authors may waste time dealing with presentation issues that should be handled automatically.

These problems are widespread. They result in production delays, high content production costs and excessive support and training costs for many enterprises. Each is an opportunity to improve services and reduce costs.

Don't start at the wrong end

Documentation managers may recognize some or all these problems but where do you start the journey to develop a solution? Documentation managers are now flooded with new technology and vendor offerings. How do you filter these inputs to determine what you really need?

Adding to this problem in many organizations, documentation systems are seen as ancillary to core business functions. Management may not recognize the costs of outdated documentation practices or the opportunities to use documentation to improve customer satisfaction, drive sales in new markets and reduce training and support costs.

In this environment, it can be a struggle to get the resources to achieve meaningful change. Documentation managers may attempt to work with inadequate budgets and without clear business objectives. It is common to use tool selection as a way to discover requirements. This almost never works.

If the project begins as a tool selection exercise, there is a very high risk of project failure, incomplete solutions, cost overruns and costly disruption when problems are discovered.

Elkera's planning process enables documentation managers to avoid these problems.

Plan with a strategic vision

The solution is to take a more business oriented and structured approach to project planning from the outset.

Management support will be secured only if it can be demonstrated that improvements to documentation systems can save money and improve revenue. The mechanism for this is a business case.

A good business case can only be prepared after a lot of analysis, collaboration and research. It must align business understanding with a knowledge of relevant technology and product options to present a practical vision for change. Key components of the business case include:

an analysis of the existing circumstances, problems and opportunities;
a realistic description of how the opportunities can be realized;
the projected financial benefits, covering expected revenue gains, cost reductions and future costs avoided;
the projected costs;
financial return and benefits realization;
the risks and how they will be managed.

Unless the project is initiated by management, it will be necessary to gain management support to incur the costs of analysis, collaboration and research that will be required to develop a business case.

The first step to success is to develop a white paper or vision statement that will sell the need for change to management. The vision statement must describe the problems and opportunities, outline a realistic solution and describe the expected benefits. Commonly, it will include a budget request to undertake the business case development. Development of the vision statement involves relatively little work and risk, compared to later tasks. If the vision statement is supported by management, the next step is to develop a formal business case.

The Elkera solution

Elkera has extensive experience with a wide range of document publishing technologies and in planning and managing complex documentation system developments. Elkera provides a complete service from requirements and design to the start up of applications that automatically create all desired published outputs from a single source.

Elkera offers a step by step process starting with the vision statement to help content managers develop and present their vision and gain management support for change.

Elkera's step by step process is a low cost and low risk strategy to get support from management and other stakeholders and to secure the resources needed to develop the business case.

Typically, a vision statement will be less than 10 pages. It will broadly describe the current situation, the opportunities that exist, the expected benefits and a likely strategy. The vision statement will also include a budget proposal for the business case development. It will be completely vendor neutral.

Elkera's free introductory consultation

You can get started at absolutely no cost or obligation. Elkera offers a free, 2 hour introductory consultation with one of its senior consultants. This consultation will provide a preliminary analysis of your existing systems and business needs.

At the end of the consultation it should be clear to both parties whether it is worthwhile to proceed to the next stage. At your request, Elkera will then provide a free, written proposal to develop a formal vision statement for the project.

Elkera's vision statement proposal is designed to be submitted to management as the first step to formalize the project. Elkera's proposal will clearly explain the objectives of the project, based on the opportunities identified during the initial consultation. It will include fixed price options to develop the vision statement using different levels of contribution from Elkera to match your budget and internal resource level.

Elkera's step by step, business oriented approach will maximize the prospects of project success.

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         Updated: 29-11-2006