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Covid-19: The future of
organisations and technical
communications
Ellis Pratt
Cherryleaf
12 May 2020
I hope you are all safe and
well
Overview
1. The impact on organisations
2. The impact on technical communication
3. What others think
About me
About me
Director at Cherryleaf, a technical
writing services and training
company
Based near London
Degree in Business Studies
20+ years in technical
communication
1. The impact on
organisations
The impact on organisations
1. A time of rapid change
2. Big projects rapidly thrown together
3. A need to make sense of it all
4. Business models will change
1.1
A time of rapid change
Impact on company
finances
Cash and cashflow
Cash over profits
A need to cut costs or sell assets
Impact on staff
People taking sick leave to recover
from COVID-19
People taking sick leave to manage
their mental health
People taking sick leave to support
relatives
Missing support staff
“Companies are needing to get
creative about how to replace
once reliable customer contact
centres”
https://www.economist.com/britain/2020/04/04/britains-call-centres-are-overwhelmed-and-overhauling-how-they-work
Impact on the
market
“10 years in 10 weeks”
Big changes in market share (e.g.
Zoom)
A chance to stake a claim in a
market
Photo by Markus Spiske on Unsplash
Impact on
customers
Anxious customers
A need for operational excellence
from businesses
People are looking for expertise
https://savanta.com/view/coronavirus-crisis-shows-the-real-value-in-genuine-expertise/
1.2
Big projects rapidly thrown
together
Paycheck Protection Program
Big projects rapidly
thrown together
There can be unclear
communication to customers, staff
or stakeholders
There may be “grit” in the operation
of the system that needs to be
explained
1.3
A need to make sense of it all
Ian Burbidge, The RSA
https://medium.com/@thersa/the-path-from-crisis-6d3f83c96d0b
Cynefin
Cynefin - Simple
If you do X, expect Y
There are rules in place
Define and communicate best
practice
Cynefin -
Complicated
There can be multiple right answers
Although there is a clear relationship
between cause and effect, not
everyone can see it
Define and communicate good
practice
Cynefin - Complex
The right answer is elusive
You must explore and adapt. You
must base your decision on
incomplete data
Cause and effect can only be
deduced in retrospect, and there are
no right answers
Define and communicate emergent
practice
Cynefin - Chaotic
Crisis time
Cause and effect are unclear, because they shift
constantly and no manageable patterns exist
Searching for right answers would be pointless
First establish order, then sense where stability
is present and from where it is absent, and then
respond by working to transform the situation
from chaos to complexity
Define and communicate novel practice
Communication needs to be direct, top-down.
There’s simply no time to ask for input
1.4
Business models will change
Impact on industry
Review of supply chains to improve
resilience
Industry 4.0 automation?
Moving from an oral
to a written culture
“An oral culture has huge advantages in
that it’s fluid, easy to pick up, and
doesn’t require a lot of attention to
processes.
But it has a big disadvantage which is
that knowledge is stored inside people’s
memories, or embodied in the things
that are made in specific contexts.
This creates problems when someone
goes on holiday, and even worse when
someone leaves…”
Photo by Nick Morrison on Unsplash
Moving from an oral
to a written culture
“…It means people often spend time
reinventing or duplicating things that
have been invented before.
Stepping back, it often means there is
no single view of the system that the
company is operating, (which is why
so many design consultancies start
with trying to map the systems that a
company operates).”
Will Myddelton, Local Welcome
Photo by Nick Morrison on Unsplash
A move to digital-first operations
“The ability to adopt a digital first operational approach
and the potential conversion of back office operations
to support new digital relationships using digital technologies and
seamless integration”
Savanta report 23 April 2020
https://savanta.com/view/ask-questions-listen-and-critically-make-decisions/
Halifax Bank advertisement
Change UX patterns
to reduce anxiety?
Persuasive notifications (aka
urgency)
Sensationalism
Unpredictability
Powerlessness (eg.making refunds
links hard to find)
“Only 1 left”
Image: David Swallow
Countdown clocks
Does your tone need to change?
MailChimp has a disable humour option
Image: TG Founder
Self-service support
Replace once reliable customer
contact centres
Working from home
Proof it can be done
Need to retrospectively establish
controls, processes and rules for
teams working from home
Working from home
How do you onboard new staff?
So many video calls
“Zoom gloom”
Virtual interactions can be extremely
hard on the brain
https://www.nationalgeographic.com/science/2020/04/coronavirus-zoom-fatigue-is-taxing-the-brain-here-is-why-that-happens
Working from home
Less need to employ locally?
2. The impact on
technical communication
We can solve many of these business-
critical problems
1. The need for customer self-service support
2. Continuity when staff are not available
3. Reducing the number of video calls
4. Helping communicate any changes to the way the business works
A. The need for self-service
support
Self-service support
Replace once reliable customer
contact centres with…
Knowledge Bases
2.1
Continuity when staff are not
available
Continuity when staff
are not available
Creating internal knowledge
bases/wikis
Documenting the knowledge that
normally stays in people's brains
Photo by Nick Morrison on Unsplash
Video walkthoughs
Walk me guides
2.2
Reducing the number of video
calls
Reducing the
number of video calls
Documenting the knowledge that
normally stays in people's brains
Creating templates/style
guides/standards for people to
document the knowledge
themselves
https://about.gitlab.com/handbook/customer-success/professional-services-engineering/workflows/
2.4
Helping communicate any changes
to the way the business works
Helping communicate any changes to the way the
business works
Process flowcharts with hotspots
Potential issues
“Time to market” will be important
Your publishing toolchain
You’ll need to take the initiative
Show something concrete
3. What others think
Cybersecurity
One trend I'm seeing now is the requirement for doc (or better doc)
about remote payments, as small businesses such as restaurants
switch to a take-out/delivery model to survive.
This includes the security aspects around remote payment where the
card holder is not present.
Cybersecurity is, of course, always important but sadly we're seeing
an increase in attacks, especially phishing scams, so there's a need
for comms around that.
Amanda Lindsay, Content Strategist at ONLYFORWARD LTD
Work From Home
We'll probably never return to the old paradigm of co-workers located in the same office
space, interacting in meeting rooms and, less formally, in the break area or on the patio.
Those interactions have long been a way for technical communicators to build collegial
relationships both with each other and with subject-matter experts.
Now, we'll need to find new ways to assert ourselves, demonstrate our value, and earn -- at
least in the eyes of the SMEs -- our place at the table.
For the introverts among us, it could be daunting. Fortunately, many of us already work with
remote teams, often in different countries and time zones.
We've learned skills for building and sustaining those working relationships without sharing
the same physical space. Now we'll need to apply those skills more often and more
intentionally.
Larry Kunz
Self-Support Help
Self-service help platforms would require well organized and
indexed bases of knowledge, which is something I have been
dreaming about for as long as I can remember.
Imagine if users could find answers to 90 percent of their
questions without agent assistance.
James Hanson, Content Development and Migration Expert
Self-Support Help
I've been blown away by the number of emails I've had from
companies imploring me to use their online help rather than
calling them.
Preaching to the choir of course!
Liz Gregory, Technical Author at tvONE Ltd
Self-Support Help
I am finding that off shore teams are referencing the knowledge
centre I have created to create better documentation, and are
much happier contributing to make the guidance better than they
seemed to be before COVID19
Suzanne Marshall, Lead Technical Author at Dentsu Aegis Network
Summary
There’s a “new normal” in business
A need to enable customers to support themselves
A demand for accurate, authoritative information
A need to reduce the number of video calls
A need to help communicate any changes to the way the business
works
Technical communicators can help
meet this need
Customer self-service support (Help, knowledge bases, video
walkthroughs)
Having the right tone (UX writing, editing)
Staff self-service support (knowledge bases, policies and procedures)
Communicating change (process flowcharts, video walkthroughs)
More information
Our free mini-online training
course on leadership and
communication
https://cherryleaf.teachable.com/
p/the-new-normal
Tom Johnson’s survey: The
quarantine/pandemic impact on
techcomm
https://idratherbewriting.com/blog
/quarantine-pandemic-impact-on-
tech-comm-survey/
www.cherryleaf.com
@ellispratt
ellis@cherryleaf.com

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COVID-19: The future of organisations and the future of technical communication

  • 1. Covid-19: The future of organisations and technical communications Ellis Pratt Cherryleaf 12 May 2020
  • 2. I hope you are all safe and well
  • 3. Overview 1. The impact on organisations 2. The impact on technical communication 3. What others think
  • 5. About me Director at Cherryleaf, a technical writing services and training company Based near London Degree in Business Studies 20+ years in technical communication
  • 6. 1. The impact on organisations
  • 7. The impact on organisations 1. A time of rapid change 2. Big projects rapidly thrown together 3. A need to make sense of it all 4. Business models will change
  • 8. 1.1 A time of rapid change
  • 9. Impact on company finances Cash and cashflow Cash over profits A need to cut costs or sell assets
  • 10. Impact on staff People taking sick leave to recover from COVID-19 People taking sick leave to manage their mental health People taking sick leave to support relatives
  • 11. Missing support staff “Companies are needing to get creative about how to replace once reliable customer contact centres” https://www.economist.com/britain/2020/04/04/britains-call-centres-are-overwhelmed-and-overhauling-how-they-work
  • 12. Impact on the market “10 years in 10 weeks” Big changes in market share (e.g. Zoom) A chance to stake a claim in a market Photo by Markus Spiske on Unsplash
  • 13. Impact on customers Anxious customers A need for operational excellence from businesses
  • 14. People are looking for expertise https://savanta.com/view/coronavirus-crisis-shows-the-real-value-in-genuine-expertise/
  • 15. 1.2 Big projects rapidly thrown together
  • 16.
  • 18. Big projects rapidly thrown together There can be unclear communication to customers, staff or stakeholders There may be “grit” in the operation of the system that needs to be explained
  • 19. 1.3 A need to make sense of it all
  • 20. Ian Burbidge, The RSA https://medium.com/@thersa/the-path-from-crisis-6d3f83c96d0b
  • 22. Cynefin - Simple If you do X, expect Y There are rules in place Define and communicate best practice
  • 23. Cynefin - Complicated There can be multiple right answers Although there is a clear relationship between cause and effect, not everyone can see it Define and communicate good practice
  • 24. Cynefin - Complex The right answer is elusive You must explore and adapt. You must base your decision on incomplete data Cause and effect can only be deduced in retrospect, and there are no right answers Define and communicate emergent practice
  • 25. Cynefin - Chaotic Crisis time Cause and effect are unclear, because they shift constantly and no manageable patterns exist Searching for right answers would be pointless First establish order, then sense where stability is present and from where it is absent, and then respond by working to transform the situation from chaos to complexity Define and communicate novel practice Communication needs to be direct, top-down. There’s simply no time to ask for input
  • 26.
  • 28. Impact on industry Review of supply chains to improve resilience Industry 4.0 automation?
  • 29. Moving from an oral to a written culture “An oral culture has huge advantages in that it’s fluid, easy to pick up, and doesn’t require a lot of attention to processes. But it has a big disadvantage which is that knowledge is stored inside people’s memories, or embodied in the things that are made in specific contexts. This creates problems when someone goes on holiday, and even worse when someone leaves…” Photo by Nick Morrison on Unsplash
  • 30. Moving from an oral to a written culture “…It means people often spend time reinventing or duplicating things that have been invented before. Stepping back, it often means there is no single view of the system that the company is operating, (which is why so many design consultancies start with trying to map the systems that a company operates).” Will Myddelton, Local Welcome Photo by Nick Morrison on Unsplash
  • 31. A move to digital-first operations “The ability to adopt a digital first operational approach and the potential conversion of back office operations to support new digital relationships using digital technologies and seamless integration” Savanta report 23 April 2020 https://savanta.com/view/ask-questions-listen-and-critically-make-decisions/
  • 33.
  • 34. Change UX patterns to reduce anxiety? Persuasive notifications (aka urgency) Sensationalism Unpredictability Powerlessness (eg.making refunds links hard to find)
  • 35. “Only 1 left” Image: David Swallow
  • 37. Does your tone need to change? MailChimp has a disable humour option Image: TG Founder
  • 38. Self-service support Replace once reliable customer contact centres
  • 39. Working from home Proof it can be done Need to retrospectively establish controls, processes and rules for teams working from home
  • 40. Working from home How do you onboard new staff?
  • 41. So many video calls “Zoom gloom” Virtual interactions can be extremely hard on the brain https://www.nationalgeographic.com/science/2020/04/coronavirus-zoom-fatigue-is-taxing-the-brain-here-is-why-that-happens
  • 42. Working from home Less need to employ locally?
  • 43. 2. The impact on technical communication
  • 44. We can solve many of these business- critical problems 1. The need for customer self-service support 2. Continuity when staff are not available 3. Reducing the number of video calls 4. Helping communicate any changes to the way the business works
  • 45. A. The need for self-service support
  • 46. Self-service support Replace once reliable customer contact centres with… Knowledge Bases
  • 47. 2.1 Continuity when staff are not available
  • 48. Continuity when staff are not available Creating internal knowledge bases/wikis Documenting the knowledge that normally stays in people's brains Photo by Nick Morrison on Unsplash
  • 51. 2.2 Reducing the number of video calls
  • 52. Reducing the number of video calls Documenting the knowledge that normally stays in people's brains Creating templates/style guides/standards for people to document the knowledge themselves https://about.gitlab.com/handbook/customer-success/professional-services-engineering/workflows/
  • 53. 2.4 Helping communicate any changes to the way the business works
  • 54. Helping communicate any changes to the way the business works Process flowcharts with hotspots
  • 56. “Time to market” will be important Your publishing toolchain
  • 57. You’ll need to take the initiative Show something concrete
  • 58. 3. What others think
  • 59. Cybersecurity One trend I'm seeing now is the requirement for doc (or better doc) about remote payments, as small businesses such as restaurants switch to a take-out/delivery model to survive. This includes the security aspects around remote payment where the card holder is not present. Cybersecurity is, of course, always important but sadly we're seeing an increase in attacks, especially phishing scams, so there's a need for comms around that. Amanda Lindsay, Content Strategist at ONLYFORWARD LTD
  • 60. Work From Home We'll probably never return to the old paradigm of co-workers located in the same office space, interacting in meeting rooms and, less formally, in the break area or on the patio. Those interactions have long been a way for technical communicators to build collegial relationships both with each other and with subject-matter experts. Now, we'll need to find new ways to assert ourselves, demonstrate our value, and earn -- at least in the eyes of the SMEs -- our place at the table. For the introverts among us, it could be daunting. Fortunately, many of us already work with remote teams, often in different countries and time zones. We've learned skills for building and sustaining those working relationships without sharing the same physical space. Now we'll need to apply those skills more often and more intentionally. Larry Kunz
  • 61. Self-Support Help Self-service help platforms would require well organized and indexed bases of knowledge, which is something I have been dreaming about for as long as I can remember. Imagine if users could find answers to 90 percent of their questions without agent assistance. James Hanson, Content Development and Migration Expert
  • 62. Self-Support Help I've been blown away by the number of emails I've had from companies imploring me to use their online help rather than calling them. Preaching to the choir of course! Liz Gregory, Technical Author at tvONE Ltd
  • 63. Self-Support Help I am finding that off shore teams are referencing the knowledge centre I have created to create better documentation, and are much happier contributing to make the guidance better than they seemed to be before COVID19 Suzanne Marshall, Lead Technical Author at Dentsu Aegis Network
  • 65. There’s a “new normal” in business A need to enable customers to support themselves A demand for accurate, authoritative information A need to reduce the number of video calls A need to help communicate any changes to the way the business works
  • 66. Technical communicators can help meet this need Customer self-service support (Help, knowledge bases, video walkthroughs) Having the right tone (UX writing, editing) Staff self-service support (knowledge bases, policies and procedures) Communicating change (process flowcharts, video walkthroughs)
  • 67. More information Our free mini-online training course on leadership and communication https://cherryleaf.teachable.com/ p/the-new-normal Tom Johnson’s survey: The quarantine/pandemic impact on techcomm https://idratherbewriting.com/blog /quarantine-pandemic-impact-on- tech-comm-survey/