understanding and communicating the financial impact of xml & dita

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© 2006 JustSystems Inc. Understanding and Communicating the Financial Impact of XML & DITA Amber Swope October 19, 2007

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You already know that XML and DITA for documentation and publishing boast extreme productivity and cost-savings, as well as revenue opportunities. But how can you build your case to the executives to get the green light?Come to this session to discover your potential financial returns. Learn how to calculate the cost of your current processes, and calculate the potential savings with new technology for authoring, re-use automation, localization, review, and publishing. You can then use these ROI calculations for budget requests and business cases to senior executives, to set expectations with the team and stakeholders, and track project success.You’ll learn how to: * Quantify and calculate savings in authoring, localization, reviewing, and publishing * Build your business case for DITA including sample scenarios and calculations * Communicate your proposed savings to senior executives * Save 20 - 40% on authoring, 25-50% on localization costs, and over 50% on your existing publishing costs.

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Page 1: Understanding and Communicating the Financial Impact of XML & DITA

© 2006 JustSystems Inc.

Understanding and Communicatingthe Financial Impact of XML & DITA

Amber Swope

October 19, 2007

Page 2: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Introduction

• Amber Swope– Principal Consultant, JustSystems, Inc. – 18+ years of experience in the industry at multiple

companies of varying sizes and industries– Supported information developers producing DITA

content in Rational group at IBM– Author of numerous papers/presentations on

information development and information architecture

Page 3: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Agenda

• Introduction

• The Ripple Effect

• Building your case– Step One: Choose and Evangelize Information Model

– Step Two: Translate Impact of Right Translation Workflow

– Step Three: Calculate Measurable ROI

– Step Four: Select Technology Partners Who Facilitate ROI

Page 4: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Polling

How many languages do you translate your content into?

• Only use 1 language

• 2 – 5 languages

• 6 – 10 languages

• 11 – 20 languages

• 21 – 30 languages

• 31+ languages

Page 5: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

The Ripple EffectHow Global Targets Inflate Content Volume

Market Expansion Scenario:

BestBet DVD Players Expands Sales to Five European Countries

* 5 new countries requires 5 times the amount of work in creating, translating and delivering all the information necessary to support sales, marketing and service activities

Page 6: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

The Ripple EffectHow Global Targets Inflate Content Volume

• Adapting to a much larger mandate also requires the need to understand and communicate the implications, limitations and suitability of:

Page 7: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Page 8: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Polling

How familiar are you with DITA?

• First time learning about it

• Somewhat familiar, heard about it

• Familiar with it or researching

• Very knowledgeable

• Already implemented

Page 9: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step One: Choose and Evangelize your Information Model

DITA: Darwin Information Typing Architecture

• XML-based technology foundation that controls and manages creation, translation, workflow, and publishing of content

• Popular information model in today’s global, multi-channel environment

• Breaks down and structures info into reusable modules

• Identifies relationships between info ‘topics’ and ‘maps’

Eliminates redundancy of effort

Page 10: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

* Organizations save 40-70% or more in documentation and localization costs

Step One: Choose and Evangelize your Information Model

Page 11: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Example:

• A manufacturing company recently adopted DITA after a global expansion required translation to 14 new languages

• During pilot project (which encompassed just one set of documentation), the company measured savings of more than $225,000 within the first three months

• Today the company produces dozens of documentation sets in more than 20 languages

Step One: Choose and Evangelize your Information Model

Page 12: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Page 13: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Polling

How are you currently translating your documents?

• I currently translate by whole documents

• I have adopted an XML strategy to translate documents in parts

• I’m not sure

• Not applicable

Page 14: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

• Traditionally, TM tools send entire documents through translation process – including already translated content

• Also need to find best point to translate along the content lifecycle– If too early: Waste– If too late: Jeopardize deadlines

• BUT – When topic-by-topic vs. whole documents:

DITA introduces Flexibility

Step Two: Translate Impact of the Right Translation Workflow

Page 15: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Two: Translate Impact of the Right Translation Workflow

Consider the following scenario:

Product Guide 125 pre-existing topics

+ 75 new topics

= 200 topics

Without DITA With DITA

200 topics for translation

Several thousand dollars to proof & match topics that have not

changed

75 topics for translation

Since 125 are easily reused, costs reduced by over 60%

Page 16: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Two: Translate Impact of the Right Translation Workflow

Savings at Every Step: Global Content Creation with DITA

Page 17: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Page 18: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Polling

What metrics do you currently track?• Number of hours authors actually write per week• Number of hours to write a topic or page• Number of hours to write a topic by type• Number of hours to review a topic• Number of hours to translate a topic• Number of test/review a deliverable• Number of days per language to translate

deliverables per product for a release

Page 19: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Three: Calculate Measurable ROI

Page 20: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Three: Calculate Measurable ROI

Also consider the following factors which impact explicit costs:

• Direct labor hours per page

• Cost per art file

• % of content rewritten before release of First Edition (revision / churn rate)

• % of new content in future revisions / variants (carry-forward reuse rate)

• Number of expected future product revisions / variants

• % chance to reuse content from this document across other products

• % chance to reuse content from this document across other documents for this product

• Current reuse rate achieved on iterations (before)

• Number of output formats

• Cost for file pre- and post-processing

• DTP cost per translated document

Page 21: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Three: Calculate Measurable ROI

* The same document that cost $6,000 per language to translate with a whole-document, non-TM approach will cost approximately $1,000 per language using DITA

Page 22: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Three: Calculate Measurable ROI

Now consider:

10 documents delivered in 10 languages

• Annual savings of $500,000 on just one documentation set

Under Old Method With DITA strategy and TM

Annual Translation costs

$600,000

(10 documents x 10 languages x $6,000 per language)

Annual Translation costs

$100,000

(10 documents x 10 languages x $1000 per language)

Page 23: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Page 24: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Four: Select Technology Partners Who Facilitate ROI

• Unified content development environment (UCDE) contains multiple applications

• Applications must integrate to provide seamless workflow

Page 25: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Four: Content Authoring

• Provides intuitive GUI for authoring topics

• Provides ability to organize topics with DITA maps

• Supports creating relationship tables

• Validates DITA topics

• Has a customizable GUI

• Able to integrate with other applications in UCDE

Page 26: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Four: Content Storage

• CMS – workflow and metadata support (aids in reuse)

• Source Control – file integrity support

Page 27: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Four: Content Publishing

• Generates DITA topics into deliverables

• Server and desktop support

Page 28: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Step Four: Content Translation

• Manages translation workflow

• Manages translation memory (TM)

Page 29: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Summary

• Understand how translation affects content development and production

• Build your case for moving to DITA– Step One: Choose and Evangelize Information

Model

– Step Two: Translate Impact of Right Translation Workflow

– Step Three: Calculate Measurable ROI

– Step Four: Select Technology Partners Who Facilitate ROI

Page 30: Understanding and Communicating the Financial Impact of XML & DITA

© 2007 JustSystems Inc.

Resources

• http://tech.groups.yahoo.com/group/dita-users

• http://dita.xml.org

• http://na.justsystems.com– White papers– Webinars– Flash demonstrations