Online Help

Context

Planifi helps lean organisations do more with less: increase productivity, decrease wasted resource hours, and deliver visibility into project performance across your entire firm.

Problem

A niche startup, Planifi develops and delivers a suite of products to architecture and engineering firms to manage their projects, schedules, resources and forecasting. While they were developing their product, they needed a Technical Writer to create end user documentation that could be used by Training and Support teams.

Contribution

Since 2015, I have worked remotely with Planifi on a part time basis to plan, create and deliver online help, user guides, Release Notes and other support documentation across four different projects.

As part of this, I have worked with the startup co-founder to understand user requirements and pivoted the documentation to fit user needs. For example, starting off with feature/functionality based documentation, I evolved the documentation to be more task based, and also incorporated interactivity with images in documentation.

  • Analysed existing documentation and migrated content from RoboHelp to Madcap Flare.
  • Scoped, planned and created documentation for 3 standalone desktop projects: Analyzer, Visualizer and Forecasting.
  • Created Release Notes for users across multiple product version releases.
  • Currently working on creating user assistance for their new product Visual Planning.

Impact

  • Collaborated with the startup since 2015, and documented over 4 different products, and 100+ topics.
  • The technical documentation, release notes and videos have been reused across multiple channels, including support and training and customer feedback has been very positive.

Project link: http://help.planifi.net/Visualizer/Content/Home.htm

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