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1
TOWARD A UNIFIED CUSTOMER
EXPERIENCE
2
ABOUT US
Content Management & Strategy
Consultant
@PatNBurrows
patjbur@gmail.com
Director, Technical Content, EMC
@jillorofino
Jill.Orofino@EMC.com
3
THE CUSTOMER JOURNEY
Leverage tools & information that allow the customers to size, scope, analyze the return on their potential
Investment & do Proof of Concepts
Provide a seamless interface into the purchasing process, allowing the customer to drive
Enhance the install & configure process through personalized support,
best practices & reference architectures
Empower the customer with proactive communications,
a rich user community & access to tools &
infrastructure
Deliver continuous info &
services, enabling seamless
interaction across EMC
VALUE
LOYALTY
AWARENESS&
CONSIDERATION
USE & DEVELOP
EXPERTISE
UPGRADEINSTALL &
CONFIGURE
PURCHASE
DELIVERING
MAXIMUM VALUE
& CREATING
ADVOCATES FOR
EMC
DELIVERING VALUE & INCREASING LOYALTY
Analyticstocontinuouslygather
insight&enrichthecustomer
experience
4
How do you maintain and refresh a long-term, enterprise-
level CX strategy when your world is constantly changing?
5
CHALLENGES FACING EVERY INFORMATION DEV TEAM
WHY THE CLIMB THE MOUNTAIN?
Info Dev silos & organizational complexity
Consistency, quality, customer experience
Information growth & refresh rate
Resource constraints
Value articulation
6
ENTERPRISE DITA AND CX
CX BENEFITS
 Better content quality
 Information consistency
 Unified presentation
(same look & feel)
 Less duplication
 Flexible output types to
meeting changing needs
 More searchable content
 Better localization quality
INTERNAL CHALLENGE
▪ Leadership change
▪ Organizational complexity
▪ Attrition & resource cuts
▪ Maintenance & support
▪ Acquisitions & mergers
▪ DITA isn’t for everything
▪ Other factors (budgets,
politics, business goals)
7
SUPPORT ENVIRONMENT; DEVELOP NEW FEATURES.
EMC CLIMBS BIG ROCKS WITH DITA
BOULDERING
8
MID-CLIMB & LOOKING AHEAD
Old Aches
•Info Dev silos & org complexity
•Info growth; refresh rate
•Resource constraints
•Value articulation
Bumps along
the way
•Too many output types
•Too many conflicting strategies
•Too many new feature requests
•Compromised capacity
•Legacy strategies and styles
New
demands
•Need and executive demand for collaborative
authoring
•Re-use across products & solutions
•Demand for business analytics, AGAIN
•Competing BU-specific CX strategies
9
2015: REFRESH, REGROUP, REFOCUS
10
VISION
•Content through community and
collaboration
MISSION
•Deliver global, collaborative, open
online content
IMPACT
•Join 200+ info dev professionals from
15 groups around common goals
EMC INFORMATION EXPERIENCE, EST. 2015
11
IX REFRESH
“Journey of Learning”
• Shared our stories to understand
different contexts
• Review of existing processes
and priorities
• Establish a team identity and vision
• Identified common themes
and challenges
12
IX REGROUP
NEW OUTLOOK
• Leaders seek fresh ideas & share/adopt best practices
• Ensure value across the enterprise
• Increase consistency to improve CX
• Drive common initiatives to improve CX
OLD HABITS
• Competed for resources
• Followed Engineering-prescribed agenda
• Failed to show the business value of changing CX
13
Customer
Information
Experience
User Research
Content Strategy
Standards & Processes
Writer
Experience
Authoring Tools
Publishing Channel
Lab
Training
Community
Collaboration
Best Practices
Communication
Connection with Others
Talent
Establishing Culture
Building/Strengthening
Teams
IX REFOCUS
14
CX FOR INFO DEV: THE NEXT PHASE
Define a content strategy to drive:
• A unified customer information
experience across EMC
• Alignment with the customer’s journey
• Successful collaboration and content
development beyond tech pubs
• Standards for content development for all
content contributors (IDD and beyond)
• Communicating with and learning from
our customers
– Usage metrics = business intelligence
– Direct avenues of feedback
15
OpenContent
CollaborativeAuthoring
Community&Social
• Phase 1:
Search
engines
access all
current
content
• Phase 2: New
model for
Web
publication
• NextGen: All
content
deploys to
Web in a
consistent
way
• Implement
tool chain
• Drive
adoption in
“jumps”—
Tech writers
& SMEs, then
beyond
• Evaluate ROI
• Reality
check:
understand
use cases,
educate on
tools, set
proper
expectations
• Aggregate
content on
InfoHubs
hosted on
Community
Network
• Promote
content on
social
channels
(Twitter,
LinkedIn, FB)
• Expand
content
creation to
blogging
CX ADVANCES & BEST PRACTICES
16
BUSHWHACKING
New Business Transformation
brings
– Multiple changes; new initiatives
& focus areas
– Executive shifts
– Internal product cohesiveness &
Solutions are growing
– Organizational overlap
increasing
– Acquisition potential
17
LONG-TERM VISION
MOVE FROM PROVIDING INFO TO CUSTOMERS TO GENERATING INFO ABOUT THEM
• BI: Content is the cornerstone!
– We have valuable information
customers need.
– We can put it on the web and track
customer usage.
– We can link usage to content and
content to structured metadata.
…And so we have valuable information
the business needs.
Information developers can…generate the largest amount of
knowledge about customers by understanding high-level and
low-level content usage.
18
KEY TAKE-AWAYS
KEYS TO SUCCESS
Adaptability & Perseverance
Take a
conservative
approach to
enterprise
content
management.
• Ensures stability &
quality.
• Keeps maintenance
& support under
control.
Use
Community
models for
scalability & a
sense of
ownership for
all.
See transitions
as
opportunities.
• Re-evaluate your
tools and
processes.
• Revise long-
standing proposals.
Well-managed
content is a
foundation for
successful
change.
• Your house is in
order.
• Content can easily
take a new shape.
• Metadata enhances
metrics.
19
Questions

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Toward a Unified Customer Experience

  • 1. 1 TOWARD A UNIFIED CUSTOMER EXPERIENCE
  • 2. 2 ABOUT US Content Management & Strategy Consultant @PatNBurrows patjbur@gmail.com Director, Technical Content, EMC @jillorofino Jill.Orofino@EMC.com
  • 3. 3 THE CUSTOMER JOURNEY Leverage tools & information that allow the customers to size, scope, analyze the return on their potential Investment & do Proof of Concepts Provide a seamless interface into the purchasing process, allowing the customer to drive Enhance the install & configure process through personalized support, best practices & reference architectures Empower the customer with proactive communications, a rich user community & access to tools & infrastructure Deliver continuous info & services, enabling seamless interaction across EMC VALUE LOYALTY AWARENESS& CONSIDERATION USE & DEVELOP EXPERTISE UPGRADEINSTALL & CONFIGURE PURCHASE DELIVERING MAXIMUM VALUE & CREATING ADVOCATES FOR EMC DELIVERING VALUE & INCREASING LOYALTY Analyticstocontinuouslygather insight&enrichthecustomer experience
  • 4. 4 How do you maintain and refresh a long-term, enterprise- level CX strategy when your world is constantly changing?
  • 5. 5 CHALLENGES FACING EVERY INFORMATION DEV TEAM WHY THE CLIMB THE MOUNTAIN? Info Dev silos & organizational complexity Consistency, quality, customer experience Information growth & refresh rate Resource constraints Value articulation
  • 6. 6 ENTERPRISE DITA AND CX CX BENEFITS  Better content quality  Information consistency  Unified presentation (same look & feel)  Less duplication  Flexible output types to meeting changing needs  More searchable content  Better localization quality INTERNAL CHALLENGE ▪ Leadership change ▪ Organizational complexity ▪ Attrition & resource cuts ▪ Maintenance & support ▪ Acquisitions & mergers ▪ DITA isn’t for everything ▪ Other factors (budgets, politics, business goals)
  • 7. 7 SUPPORT ENVIRONMENT; DEVELOP NEW FEATURES. EMC CLIMBS BIG ROCKS WITH DITA BOULDERING
  • 8. 8 MID-CLIMB & LOOKING AHEAD Old Aches •Info Dev silos & org complexity •Info growth; refresh rate •Resource constraints •Value articulation Bumps along the way •Too many output types •Too many conflicting strategies •Too many new feature requests •Compromised capacity •Legacy strategies and styles New demands •Need and executive demand for collaborative authoring •Re-use across products & solutions •Demand for business analytics, AGAIN •Competing BU-specific CX strategies
  • 10. 10 VISION •Content through community and collaboration MISSION •Deliver global, collaborative, open online content IMPACT •Join 200+ info dev professionals from 15 groups around common goals EMC INFORMATION EXPERIENCE, EST. 2015
  • 11. 11 IX REFRESH “Journey of Learning” • Shared our stories to understand different contexts • Review of existing processes and priorities • Establish a team identity and vision • Identified common themes and challenges
  • 12. 12 IX REGROUP NEW OUTLOOK • Leaders seek fresh ideas & share/adopt best practices • Ensure value across the enterprise • Increase consistency to improve CX • Drive common initiatives to improve CX OLD HABITS • Competed for resources • Followed Engineering-prescribed agenda • Failed to show the business value of changing CX
  • 13. 13 Customer Information Experience User Research Content Strategy Standards & Processes Writer Experience Authoring Tools Publishing Channel Lab Training Community Collaboration Best Practices Communication Connection with Others Talent Establishing Culture Building/Strengthening Teams IX REFOCUS
  • 14. 14 CX FOR INFO DEV: THE NEXT PHASE Define a content strategy to drive: • A unified customer information experience across EMC • Alignment with the customer’s journey • Successful collaboration and content development beyond tech pubs • Standards for content development for all content contributors (IDD and beyond) • Communicating with and learning from our customers – Usage metrics = business intelligence – Direct avenues of feedback
  • 15. 15 OpenContent CollaborativeAuthoring Community&Social • Phase 1: Search engines access all current content • Phase 2: New model for Web publication • NextGen: All content deploys to Web in a consistent way • Implement tool chain • Drive adoption in “jumps”— Tech writers & SMEs, then beyond • Evaluate ROI • Reality check: understand use cases, educate on tools, set proper expectations • Aggregate content on InfoHubs hosted on Community Network • Promote content on social channels (Twitter, LinkedIn, FB) • Expand content creation to blogging CX ADVANCES & BEST PRACTICES
  • 16. 16 BUSHWHACKING New Business Transformation brings – Multiple changes; new initiatives & focus areas – Executive shifts – Internal product cohesiveness & Solutions are growing – Organizational overlap increasing – Acquisition potential
  • 17. 17 LONG-TERM VISION MOVE FROM PROVIDING INFO TO CUSTOMERS TO GENERATING INFO ABOUT THEM • BI: Content is the cornerstone! – We have valuable information customers need. – We can put it on the web and track customer usage. – We can link usage to content and content to structured metadata. …And so we have valuable information the business needs. Information developers can…generate the largest amount of knowledge about customers by understanding high-level and low-level content usage.
  • 18. 18 KEY TAKE-AWAYS KEYS TO SUCCESS Adaptability & Perseverance Take a conservative approach to enterprise content management. • Ensures stability & quality. • Keeps maintenance & support under control. Use Community models for scalability & a sense of ownership for all. See transitions as opportunities. • Re-evaluate your tools and processes. • Revise long- standing proposals. Well-managed content is a foundation for successful change. • Your house is in order. • Content can easily take a new shape. • Metadata enhances metrics.