An on-premises enterprise platform transitioning to a SaaS cloud model wanted to consolidate its documentation, training, and support into a single centralized location for users. They wanted a modern infrastructure that allowed them to push updates and track user analytics.
I was asked to design a content strategy to move legacy documentation, training, and support into a customer success center.
I completed a comprehensive content audit to evaluate how users accessed documentation, training, and support:
Categorized content types, including help, training, release notes, product communications, quick start guides, and information packs.
Mapped content access via in-product, installation packages, and the support site.
Cataloged content that could be reused and migrated, and what would need to be written from scratch.
I researched how digital readers consume content to show leadership why our delivery model had to change:
Analyzed reading behaviors, which showed that users only read 20% to 28% of a page and leave within 10 to 20 seconds.
Identified engagement barriers, including declining attention spans and an aversion to long passages.
Established delivery pillars, requiring content to be quick to access in one location, simple, highly focused, and engaging.
I translated my research into a strategy for a centralized, online customer success center:
Real-time publishing to keep content up-to-date.
Configurable search to guide users to key topics and features.
Analytics and feedback to track activity and encourage corrections to improve the product.
Scalable architecture featuring a light, clean UI designed for long-term growth and evolution.
Using Adobe XD, I built a clickable prototype to bring the strategy to life. This interactive model allowed stakeholders to experience the navigation, search, and UI before development began
I presented the audit, research, and prototype to internal stakeholders, earning enthusiastic adoption across leadership.
Based on this reception, I was invited to present the strategy directly to clients during active user studies to validate the new model.
Transformed a legacy content, training, and support model into an approved modern strategy for a single, centralized customer success center.
Earned enthusiastic adoption from leadership by translating complex audit metrics into a clear, compelling narrative.
Inspired alignment across teams by using a high-fidelity prototype to bring the vision to life.
Established a clear blueprint for the future by defining flexible system requirements designed for long-term growth.
To respect confidentiality, proprietary company names, specific product metrics, and sensitive data have been genericized or omitted.