Managing DITA
How to get the most from
what DITA has to offer
Joe Gollner
@joegollner
DITA
What’s the Big Idea?
Dangers Signs
Challenges to be overcome
Management Tactics
Best practices to be deployed
Just Rewards
Reflecting on outcomes
Topics
DITA changes things
A standard enjoying broad
adoption & support
An expanding array of
commercial & open source
tools
An increasing emphasis on
extending the reach of
DITA across the enterprise
• Lightweight DITA
A framework for
facilitating content reuse
A framework for adapting
markup to meet needs
What’s the Big Idea?
DITA attracted immediate attention & enthusiasm.
It struck a chord with customers & product vendors.
The DITA Message Spreads
Mobilizing the Industry
Momentum Carries DITA into New Territories
DITA becomes the starting point for
a new breed of enterprise content management solutions
Landscape of enterprise content management is chaotic
DITA initiatives are thrust into the middle of it
• Business applications, enterprise information governance,
product management, corporate marketing, legal, engineering….
DITA Enters the Fray
DITA opens doors
Connecting content sources
previously kept separate
Enabling integrated services
previously not possible
This flows from the
extensibility of DITA
Permitting the incorporation
of a wide range of details
Integration is a challenge
New to Documentation Teams
Opening the Pandora’s Box of Integration
The Integrated Nature of Content
Content
Channels Data
Expertise
Goals
Feedback
Audiences
Content is a
complex composite artifact
DITA allows us to
treat content
as content
FLASHBACK – Unleashing Organizational Forces
2012
Expanding implementations
Lead to expanding demands
• On DITA as a standard
• On DITA as a shared solution
• On DITA Product vendors
Pleasing everyone becomes
(almost) impossible
Leads inevitably to one of:
Over-extension of the standard
Re-architecture of the standard
• Isolating essential constants
Broadening Adoption brings Escalating Pressures
Failure to Move Forward
Condemns the industry
to a peripheral status
Cuts off vendors from
the robust funding
associated with enterprise
mandates & solutions
Withholds from
enterprises a fundamental
capability that is
desperately needed
• The ability to manage &
leverage content as a
strategic asset
The Necessity of Moving Forward
Danger Signs – The Challenges that Await
Expect questions &
criticism from everywhere
Content is not well
understood as an area for
investment
Others want the funding
Content seen as a cost
Traditional view
Not see as part of the
product offering
Cue the Critics
IT Groups
Have little if any awareness
about content technologies
Therefore they do not
acknowledge it as an area
of legitimate investment
Will oppose the
introduction of unfamiliar
supporting technologies
Will seek to redirect
allocations to their projects
Information Technology (IT) Groups
Organizational Shocks
Can strike at any time
Will force budget &
personnel allocations to be
revisited
Content Management
projects that are
insufficiently flexible will be
hammered by these
changes
• Adaptability is critical
and often missing
Major Shifts in Priorities
Change is always hard
“We fear change!” Garth Algar
It entails uncertainty & risk
It threatens hard won
security in practical
knowledge (e.g., tools)
Disciplinary biases often
reinforced amid change
Only hearing familiar voices
Resistance to Change – Clinging to the Familiar
DITA CMS Misalignments
Different stakeholder
perspectives on role & nature
of the DITA CMS
Conflicting agendas between
Documentation team,
Marketing & IT
Documentation Team Leader
unprepared for the fight
Result: Big costs, long delays,
frustrated users & customers
Some Recent (Bad) Experiences
Successive shocks &
setbacks can deflate the
drive forward
Everyone is susceptible
Can lead to a retreat back
to familiar territory
• Refinement of details
• Incremental savings
• Reduced value
• Certain death
May or may not be a
conscious decision
Losing Hope
Moving Forward – Management Tactics
Defining realistic goals
That are still compelling
Dealing with the Silver Bullet
mentality
Executives are often susceptible
to “magic solutions”
Will often assume an initial
investment solves everything
Will assume that things will be
simpler than they in fact are
Will have little patience for
complications & explanations
Managing Expectations
The Selection & Sequencing
of Project Investments
Of vital importance
Too Large
The risks associated with it
becomes too great
The scale of investment
required absorbs budget
Too Small
Falls below executive visibility
Does not win influential allies
Does not attract new money
Managing Investments (Picking your Fights)
Balancing the interplay
between:
Time
Investments
Results
Tell a credible story &
sustain it as events unfold
Find a sustainable
investment curve
Self-funding steps
Sell the benefits as realized
Managing Progress
Technology & processes have
a natural tendency towards
complexity
Doubly true for content
management projects
Steer towards sustainability
Open & Adaptable technology
Reasonable investment &
support profile
Careful management of
specialization & customization
• Determine where the value is…
Managing Complexity
Organizations need help to
move forward
They do not have the tools or
expertise to proceed alone
Supplier community must be
engaged & managed
Suppliers are generally good
Their goals are not always the
same as yours
Their perspective will have
been formed by their past
An important project element…
Managing Suppliers
Migrating to DITA & a CMS
places demands on team
And on the Team Leader
People will often struggle
To see how the changes will
impact them
To see how they will adapt
To muster the energy that
change demands
This calls for Leadership
Assuming responsibility
Managing the Team
A key battleground will be
how the DITA project is seen
Is it seen as a source of
innovation? As a benefit to
customers?
Is it seen as a sink hole of
spending with elusive gains?
Take the initiative
Find ways to connect to the
customer domain
• Sometimes called “inoculation”
• Customer accolades as armor
Managing Perception
Subject Matter Experts (SMEs)
Immersed in their specialties
• Often exhibit disciplinary biases
• Often inclined to combativeness
In constant demand
Extremely busy
Essential sources of expertise
Engaging SMEs is
• A constant challenge
• Increasingly essential
Striking Win-Win bargains
is both hard & necessary
Managing Stakeholders: Experts
Learning how to Play the Game
You need to become a player
Bringing something to the table
Bargaining win-win deals
The Political Architecture
Projects need to prioritize tasks
that provide bargaining chips
Projects need to sidestep
contentious areas until ready
Extoll any & all progress…
Stay on the radar
Managing Stakeholders: Executives
The Consolations of Content Management
A moving force behind
standardized markup languages
I have unilaterally declared him
the Spiritual Father of XML
Embodying the best intentions
that pushed for expanding the
reach of open content standards
He believed that open content
Was a force for good in the world
Its benefits would be wide-reaching
Worth committing your life to
Remembering Yuri Rubinsky (1952 – 1996)
Photo courtesy Rick McGinnis
The realization of benefits
& their acknowledgement
is always elusive
It is in the nature of
content to have a complex
relationship to outcomes
All of the preceding tactics
need to be pursued
Don Quixote achieves
many good results
By sheer dint of persistence
Even if he does not see it
The Real Secret: The Road is Hard but Don’t Give Up
Other Dangers? Other Tactics? Discuss
Connections
Joe Gollner
Managing Director
Gnostyx Research Inc.
www.gnostyx.com
@gnostyx
jag@gnostyx.com
Twitter: @joegollner
Blog:
The Content Philosopher
www.gollner.ca
To Morrow to Fresh Woods and Pastures New
Gnostyx Research Inc.
equips organizations with the tools and
knowledge they need to make the most
of their content.
As an independent content solution
provider that specializes in leveraging
open standards and extensible
technologies, Gnostyx offers:
 strategic guidance
 implementation assistance
 learning resources
 extensible technology components
Contact: info@gnostyx.com
Twitter: @gnostyx

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Managing DITA (Nov 2015)

  • 1. Managing DITA How to get the most from what DITA has to offer Joe Gollner @joegollner
  • 2. DITA What’s the Big Idea? Dangers Signs Challenges to be overcome Management Tactics Best practices to be deployed Just Rewards Reflecting on outcomes Topics
  • 3. DITA changes things A standard enjoying broad adoption & support An expanding array of commercial & open source tools An increasing emphasis on extending the reach of DITA across the enterprise • Lightweight DITA A framework for facilitating content reuse A framework for adapting markup to meet needs What’s the Big Idea?
  • 4. DITA attracted immediate attention & enthusiasm. It struck a chord with customers & product vendors. The DITA Message Spreads Mobilizing the Industry
  • 5. Momentum Carries DITA into New Territories DITA becomes the starting point for a new breed of enterprise content management solutions
  • 6. Landscape of enterprise content management is chaotic DITA initiatives are thrust into the middle of it • Business applications, enterprise information governance, product management, corporate marketing, legal, engineering…. DITA Enters the Fray
  • 7. DITA opens doors Connecting content sources previously kept separate Enabling integrated services previously not possible This flows from the extensibility of DITA Permitting the incorporation of a wide range of details Integration is a challenge New to Documentation Teams Opening the Pandora’s Box of Integration
  • 8. The Integrated Nature of Content Content Channels Data Expertise Goals Feedback Audiences Content is a complex composite artifact DITA allows us to treat content as content
  • 9. FLASHBACK – Unleashing Organizational Forces 2012
  • 10. Expanding implementations Lead to expanding demands • On DITA as a standard • On DITA as a shared solution • On DITA Product vendors Pleasing everyone becomes (almost) impossible Leads inevitably to one of: Over-extension of the standard Re-architecture of the standard • Isolating essential constants Broadening Adoption brings Escalating Pressures
  • 11. Failure to Move Forward Condemns the industry to a peripheral status Cuts off vendors from the robust funding associated with enterprise mandates & solutions Withholds from enterprises a fundamental capability that is desperately needed • The ability to manage & leverage content as a strategic asset The Necessity of Moving Forward
  • 12. Danger Signs – The Challenges that Await
  • 13. Expect questions & criticism from everywhere Content is not well understood as an area for investment Others want the funding Content seen as a cost Traditional view Not see as part of the product offering Cue the Critics
  • 14. IT Groups Have little if any awareness about content technologies Therefore they do not acknowledge it as an area of legitimate investment Will oppose the introduction of unfamiliar supporting technologies Will seek to redirect allocations to their projects Information Technology (IT) Groups
  • 15. Organizational Shocks Can strike at any time Will force budget & personnel allocations to be revisited Content Management projects that are insufficiently flexible will be hammered by these changes • Adaptability is critical and often missing Major Shifts in Priorities
  • 16. Change is always hard “We fear change!” Garth Algar It entails uncertainty & risk It threatens hard won security in practical knowledge (e.g., tools) Disciplinary biases often reinforced amid change Only hearing familiar voices Resistance to Change – Clinging to the Familiar
  • 17. DITA CMS Misalignments Different stakeholder perspectives on role & nature of the DITA CMS Conflicting agendas between Documentation team, Marketing & IT Documentation Team Leader unprepared for the fight Result: Big costs, long delays, frustrated users & customers Some Recent (Bad) Experiences
  • 18. Successive shocks & setbacks can deflate the drive forward Everyone is susceptible Can lead to a retreat back to familiar territory • Refinement of details • Incremental savings • Reduced value • Certain death May or may not be a conscious decision Losing Hope
  • 19. Moving Forward – Management Tactics
  • 20. Defining realistic goals That are still compelling Dealing with the Silver Bullet mentality Executives are often susceptible to “magic solutions” Will often assume an initial investment solves everything Will assume that things will be simpler than they in fact are Will have little patience for complications & explanations Managing Expectations
  • 21. The Selection & Sequencing of Project Investments Of vital importance Too Large The risks associated with it becomes too great The scale of investment required absorbs budget Too Small Falls below executive visibility Does not win influential allies Does not attract new money Managing Investments (Picking your Fights)
  • 22. Balancing the interplay between: Time Investments Results Tell a credible story & sustain it as events unfold Find a sustainable investment curve Self-funding steps Sell the benefits as realized Managing Progress
  • 23. Technology & processes have a natural tendency towards complexity Doubly true for content management projects Steer towards sustainability Open & Adaptable technology Reasonable investment & support profile Careful management of specialization & customization • Determine where the value is… Managing Complexity
  • 24. Organizations need help to move forward They do not have the tools or expertise to proceed alone Supplier community must be engaged & managed Suppliers are generally good Their goals are not always the same as yours Their perspective will have been formed by their past An important project element… Managing Suppliers
  • 25. Migrating to DITA & a CMS places demands on team And on the Team Leader People will often struggle To see how the changes will impact them To see how they will adapt To muster the energy that change demands This calls for Leadership Assuming responsibility Managing the Team
  • 26. A key battleground will be how the DITA project is seen Is it seen as a source of innovation? As a benefit to customers? Is it seen as a sink hole of spending with elusive gains? Take the initiative Find ways to connect to the customer domain • Sometimes called “inoculation” • Customer accolades as armor Managing Perception
  • 27. Subject Matter Experts (SMEs) Immersed in their specialties • Often exhibit disciplinary biases • Often inclined to combativeness In constant demand Extremely busy Essential sources of expertise Engaging SMEs is • A constant challenge • Increasingly essential Striking Win-Win bargains is both hard & necessary Managing Stakeholders: Experts
  • 28. Learning how to Play the Game You need to become a player Bringing something to the table Bargaining win-win deals The Political Architecture Projects need to prioritize tasks that provide bargaining chips Projects need to sidestep contentious areas until ready Extoll any & all progress… Stay on the radar Managing Stakeholders: Executives
  • 29. The Consolations of Content Management
  • 30. A moving force behind standardized markup languages I have unilaterally declared him the Spiritual Father of XML Embodying the best intentions that pushed for expanding the reach of open content standards He believed that open content Was a force for good in the world Its benefits would be wide-reaching Worth committing your life to Remembering Yuri Rubinsky (1952 – 1996) Photo courtesy Rick McGinnis
  • 31. The realization of benefits & their acknowledgement is always elusive It is in the nature of content to have a complex relationship to outcomes All of the preceding tactics need to be pursued Don Quixote achieves many good results By sheer dint of persistence Even if he does not see it The Real Secret: The Road is Hard but Don’t Give Up
  • 32. Other Dangers? Other Tactics? Discuss
  • 33. Connections Joe Gollner Managing Director Gnostyx Research Inc. www.gnostyx.com @gnostyx jag@gnostyx.com Twitter: @joegollner Blog: The Content Philosopher www.gollner.ca
  • 34. To Morrow to Fresh Woods and Pastures New Gnostyx Research Inc. equips organizations with the tools and knowledge they need to make the most of their content. As an independent content solution provider that specializes in leveraging open standards and extensible technologies, Gnostyx offers:  strategic guidance  implementation assistance  learning resources  extensible technology components Contact: info@gnostyx.com Twitter: @gnostyx