Write Answers, Not Documentation

In a recent discussion over on the Business of Software Forum a poster asked for help after noticing that a recent “improvement” in documentation has resulted in more customer support calls:

> A common advice for customer service requests is to improve the documentation, and this we have done for many years.
>
> But I’ve noticed that we’ve reached a new level of this. Improving the docs increases the number of service requests.
>
> Two reasons for this, based on feedback from customers seeking support:
>
> 1. Documentation is now so comprehensive that it is intimidating. People see a 1000 page manual and say “no thanks – I’ll just call customer support instead.”
>
> 2. Documentation has so much cool stuff described, that it makes people’s imagination stimulated and they start thinking of other, even more exotic stuff they want to do but can not figure out and start a service request for it.
>
> Thus, the common solution to service requests – better documentation – actually causes more service requests, not fewer.

One has to ask then what really makes better documentation. It would appear in the case of this company, the solution of increased, monolithic documentation was not better. So what makes better documentation? When creating content are you writing to provide evidence of how things work or are you anticipating questions and proactively delivering answers?

Users Want Answers
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Programmers are used to preaching that measuring lines of code is meaningless–it’s actually more valuable to have fewer lines of code assuming the functionality is not impaired. The size of documentation, however, is often times a measure of product robustness and capability. In the past I’ve even used documentation as a way to distract users from flaws within a product: “Look over here! See this big stack of manuals? Pay attention to this and forget about those bugs!” When training customers our documentation was always printed out and we always gave them multiple binders because we were trying to reinforce that our product was solid and trustworthy.

answers-next-exit.jpg

Unfortunately, as you might imagine, our documentation wasn’t written properly. Looking back on it we created (unintentionally) our documentation with size in mind, never answers. Our users ultimately wanted answers and they wanted them fast. Flipping through our documentation, however, made it impossible for them to achieve this so they often times turned to support for help.

When I hear people talk about the problem quoted above, I’m often times reminded of these experiences. A 1,000 page manual is useless if users can’t find what they need. Typically this is due to content not being written appropriately or if the navigation or search capabilities of the published form are lacking. Ultimately, if your user can’t find the solution in less than three steps I’d expect a support call or email, or at the very minimum a frustrated user asking for help on a public forum.

What Are You Gonna Do About it?
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Every customer support interaction is an opportunity to improve documentation.

I’ll say it again. Every customer support interaction is an opportunity to improve documentation.

Girl With a QuestionUsers always have questions that aren’t effectively covered in the documentation. Like taxes, this fact of life will always be with us and it is actually a good thing because it is representative of customer use. The more important question is what do you do with those questions after they’ve been solved? Do you use that experience as a way to head off similar questions from other users? Ultimately, users would **prefer** to **not** talk to you about their problems if they can easily figure out the solution themselves. How easy you make it is your choice, but to do it effectively you should consider how to continuously improve your documentation with “evergreen” content.

Think of your documentation as a tree. As it is published it’s like new spring growth. The leaves are green and the tree is happy. Over time your documentation tree needs to grow new branches and leaves because the old content becomes stale or doesn’t adequately address the needs of your users (would your users, in this analogy, be the birds and squirrels?). You need to prune the tree, fertilize and water it. Making it easy for the community to help in this process is critical, especially since most writing teams are understaffed and outgunned. Using the right tools and empowering the support teams and user communities to help you do this is both necessary and advantageous as it ultimately helps your company to create power users–engaged users who advocate for the success of your products.

When an author writes good documentation they ask themselves, “How will the user actually use this documentation to find the answers they need?” If they get it right and if the content is sufficient then there would be few customer support interactions. But when a customer is upset enough to call or email support, then you have a real-world feedback on how well your documentation answers that key question. This is extremely valuable information; indeed, UI developers pay good money to have user studies on their software before it’s released. Don’t squander this information!

Still don’t believe me? Consider this: the process of writing good documentation is much like making a good website. You don’t want to focus on throwing out information; you want to focus on how people will use it. Web developers have understood this for some time, just check out this chapter from the Steve Krug’s book, “Don’t Make Me Think“. There is an interesting synchronicity between product documentation and web content to consider, which only grows as documentation continues it’s migration to the web.

### Let us know what you think!

We’d love to hear your experiences with documentation especially as they relate to how you design, author, and deliver content so your users can effectively find the answers they need.

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  • Paul Sholar
    1. Would like to see more factual background about the case mentioned. Is this a new product? Is the product addressing a new market? In what forms and in what volume did the software company previously provide its product documentation?

    2. I would agree with the notion that more documentation is almost always better and with the notion that provided lots of documentation is a sign to customers of a higher quality total product offering. Some products are very "large" and have many features. Not to provide documentation (if not in the product's first release, then as soon thereafter as possible) that addresses all the product's features is a mistake.

    3. Support staff must already be familiar with all the documentation's contents. As a first response to a customer's question, they can in effect read to the customer what's found in the documentation. I have also seen shops where for some documentation there is an alternative version (exactly the same content) produced and uniquely formatted for use by Customer Support.

    4. There must be in place a definite mechanism for Customer Support team to provide feedback to the documentation team. And the documentation must be designed in a way such that its success at meeting its goals can be measured.
  • robbyslaughter
    If "every customer support interaction is an opportunity to improve documentation", than every improvement documentation is evidence that the design should be more intuitive. Too much of software development is all silos: the documentation team, the user experience team, the development team and the software team are all working mostly independently. This makes for the kinds of stories you tell on this blog.

    Instead, we need to find a way for a customer support request to not only improve the documentation today, but the design tomorrow and then later the next release of the product. This is exceptionally challenging, because each of those domain experts are used to working from a different model for change.
  • Especially if you consider that not only do they have a different model for change they all have very different and isolated ways to communicate with users and gather feedback.
  • frogpoet
    the above assumes there is one set of documentation for every type of user. i wonder if it would be possible to map behavioral characteristics of users to a set of online documentation geared towards them. For example, when my beloved aged father gets on the computer and opens various windows, he doesn't close them - he minimizes them. it doesn't matter how many times i attempt to show him that he can remove all of that clutter - instead he is the type that sticks with what he knows, and he is at a stage in life where an increase in information can easily overwhelm him. i suspect that a certain type of documentation would be helpful to him - for example, lots of large screen shots between a series of steps so that he can follow along. Classifying him as this type of user could be done by tracking which features of the software he selects, in what order he selects them (i.e. does the order never change), how he selects them (shortcut keys versus screen clicks), whether he selects features in a repeated cycle indicating confusion (feature A, then B, then C... no that didnt work, reset, feature A, then B, then D then C... no... reset, feature A then B then C again... etc). if enough of these types of "rules" match for this user, he could be classifed one who exhibits behavior "rat_in_maze".

    on the other end of the spectrum you might get someone who logs in, uses short cut keys, maybe executes macros if the software provides that capability, has a gap of a second or less between selecting features (so he goes from feature A to B to C like a speed demon), etc. he could be classified as "antelope_gamboling"

    over time a user may evolve from being a "rat_in_maze" to being an "antelope_gamboling". But while that user is a rat, and he looks for help online, he could get online documentation geared towards rats. If he is an antelope, he could get online documentation geared towards antelopes.

    this in turn assumes that people exhibiting behavioral characteristics while using software could have a "matching" set of documentation which would be more effective for that type of user.

    there would of course be tracking/privacy issues, but if done in a general purpose manner such a "characteristics-based online help engine" could be separated out and applied to any type of software which adhered to some sort of event-based protocol. One sucky thing though is that unless you were clever about reusing content by changing the "display characteristics" of that content based on user class (rat vs. antelope), you would have multiplied the need for technical writers by the number of classes of documentation available.

    now if users themselves updated the documentation they could have wikis based upon thier classification. Rat's wiki. Antelope's wiki. etc. well anyways. i think i hear grandma calling for help in the kitchen...
  • Very interesting ideas. I particularly like the analogies :). Thanks for stopping by.
  • snowgoon
    I think your point about web developers is an excellent example of how, because it's such a sprawling 'community', technical communications has found itself falling behind. There are good reasons, of course, why some industries still require, say, paper bound manuals, but increasingly the trend for technical writers seems to be heading towards the web and community aspects of sharing information.

    I'd guess it's one additional reason as to why many technical writing teams are starting to look to single source as a possible solution to such problems. At that point, of course, the technical writer also needs to be an information architect to make sure people can find the information they need.
  • Right on. To me, single sourcing is like apple pie, everyone loves it. Single sourcing helps writers be more product and helps the content maintain a consistently high quality which users do care about. More importantly, IMO, is what you do with the published form of the content because that has a much more direct impact on the users experience. If you can adopt wiki style interactions with your content then even the value of 100% correctness goes down because over time, if the errors are important enough, someone will fix them. :)
  • In the quote at the top of the post, only the first case is undesirable. If your documentation intimidates people such that they don't want to use it, and they turn to tech support instead, that's a Bad Thing. But in the second case, if your documentation gets people engaged with your product and excited about using it in novel ways, that's a Good Thing. Yeah, it increases costs if they call tech support with feature requests. But would you rather they got bored with your product and so left you alone? Creating passionate users, as Kathy Sierra says, is much better in the long run.
  • Absolutely, even more valuable would be a community outlet for those users who want to learn about the product to ask a wider audience. That way more than just that specific user can benefit.
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