Udemy - Best practices in document management!

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Udemy - Best practices in document management

WEBRip | MP4/AVC, ~175 kb/s | 1280 x 720 | English: AAC, 62.7 kb/s (2 ch), 44.1 KHz | 222 MB

Genre: Business / Strategy | Language: English | +Project Files

 

Develop your cost-effective and future-proof documentation strategyDocumentation is nowadays regarded as an integral part of selling a product or service to customers. You might have at your disposal the best technological systems, publishing applications and the related tools for working and editing your content, but without the proper best practices in place, chances are the processes you implement for taking care of the life cycle of your documentation will not be planned and managed adequately, which means that you will be less successful in your operations.

You need best practices for several reasons - for example, they allow you to plan the delivery of your documentation in a more rigorous manner, allow you to cut down on costs, have more visibility of your processes and be able to manage your human and technological resources in a better way, among other benefits. The great thing with best practices is that they allow you to implement your systems, processes, and roles within a framework that is future-proof and that you can reconfigure as, and when required.

 

This course is all about these best practices and is an invaluable reference for anyone wishing to take document management to the next level. You will gain awareness of all the fundamental considerations for turning documentation into, not only a corporate-wide function, but also to improve the way you think about the delivery of your documentation at a personal level. Furthermore, while this course is primarily focused on document management, it is by no means limited to that - meaning you will find it really helpful in any environment where building a successful strategy for the delivery of content is required, whether that be finance, legal, engineering, software and many more. So, dive in and unleash the full potential of your content by adopting these best practices in document management!

 

What are the requirements?

 

There are no prerequisites to this course

Equipment for taking notes (e.g. pen and paper)

 

What am I going to get from this course?

 

Over 27 lectures and 1.5 hours of content!

Identify the causes of inefficient documentation

Apply a set of best practices to roll out a cost-effective and future-proof corporate strategy for documentation

Champion change management processes related to documentation, from an enterprise analysis perspective

Speak the lingo of technical publications at a conceptual level

 

What is the target audience?

 

This course if for anyone who is directly or indirectly impacted by documentation

This course is for individuals wishing to gain knowledge of how to plan and manage the documentation cycle

This course is not intended for those who already have extensive knowledge of document management

 

Curriculum

Section 1: Introduction

Lecture 1 Welcome to the course! Preview 02:02

This is the very first lecture in this series, where we'll go through introductions and an overview of the course structure.

 

Lecture 2 Audience and learning outcomes Preview 02:42

Here, we'll be looking at who the target audience is for the course as well as the key learning objectives.

 

Lecture 3 Causes of inefficient documentation: Part 1 02:46

In this lecture, we'll first find out how almost any documentation issue could be due to three distinct factors or a combination of these factors. We'll also discuss some of the common causes of inefficient documentation.

 

Lecture 4 Causes of inefficient documentation: Part 2 03:48

This is a continuation of the previous lecture on the causes of inefficient documentation.

 

Lecture 5 Causes of inefficient documentation: Part 3 03:55

This is a continuation of the previous lecture on the causes of inefficient documentation.

 

Lecture 6 Summary of Section 1 Text

Quiz 1 [Activity] Test yourself 5 questions

Section 2: The best practices

Lecture 7 Best practice framework 05:06

In this lecture, we'll visit an important best practice that looks at the arrangement of a high level framework to address what you need to manage during the documentation cycle.

 

Lecture 8 Single source publishing 02:25

In this lecture, we'll talk about the concept of "single source publishing" and why it's so important to avoid duplication and encourage reuse.

 

Lecture 9 Modular documentation 04:21

Modular documentation works hand in hand with single source publishing. In this lesson, we'll look at what modular documentation exactly is about at a conceptual level.

 

Lecture 10 [Activity] DITA and modular writing basics 6 pages

This activity will test your understanding of the basics of modular documentation.

 

Lecture 11 Roles and responsibilities 04:10

The appropriate implementation of roles and responsibilities in document management is another crucial best practice. This lecture elaborates on this best practice.

 

Lecture 12 Workflows 03:36

This lecture discusses the need to have clearly defined workflows to ensure the smooth running of the documentation cycle.

 

Lecture 13 Style guides 06:16

It's all about looking good! To ensure consistency across document sets, there is the very important best practice for creating, using and maintaining style guides. This lecture elaborates on this best practice.

 

Lecture 14 Naming conventions 03:02

This lecture talks about the necessity for defining appropriate file naming and title conventions.

 

Lecture 15 Document metadata 03:37

Metadata is data about data. Your documentation may carry lots of metadata which can be applied, at an implementation level, to drive workflows, search and a whole host of other automated processes. This lecture identifies the importance of understanding which document metadata work best for your document sets.

 

Lecture 16 Shared glossary 03:41

In this lesson, we'll discuss the best practice for keeping a shared glossary of common terms. It might sound trivial, but this best practice is often taken for granted.

 

Lecture 17 Location 03:26

"Content at the right place" - this is what this best practice is all about. In this lecture, we'll tackle this consideration in more detail.

 

Lecture 18 User analysis 05:17

Writers often have to generate documents with little or no knowledge of the target audience. In order to ensure that the target audience is addressed, there is the crucial best practice for incorporating user analysis as part of your documentation cycle.

 

Lecture 19 Knowledge management 03:12

It is always a good idea to reflect on the performance of your documentation. Incorporating knowledge management prin[beeep]les in the documentation cycle allows you to move a step closer towards a seamless documentation strategy.

 

Lecture 20 Summary of Section 2 Text

Quiz 2 [Activity] Test yourself 6 questions

Section 3: Applying the best practices

Lecture 21 Overview 02:40

This lecture provides the context for how to apply the best practices we covered in the previous section.

 

Lecture 22 Vendor selection 03:24

When rolling out a content or document management system, a very important activity is to perform an objective evaluation of possible technology vendors. This lecture looks at how we're able to consult our best practices to perform the vendor selection activity efficiently.

 

Lecture 23 Document management architecture 03:29

Planning an architecture for document management at enterprise level can be a daunting activity. However, with our checklist of best practices we're able to get good insights on what to consider to make it happen.

 

Lecture 24 Summary of Section 3 Text

Quiz 3 [Activity] Test yourself 4 questions

Section 4: Course wrap-up

Lecture 25 Conclusion 02:56

This is the last lecture which concludes this series.

 

Lecture 26 [solution] DITA and modular writing basics 1 page

This is the solution for the modular writing exercise.

 

Lecture 27 Acknowledgements Text

Attributions and special thanks to friends and family.

 

 

 

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