Technically Write IT’s Post

Here's how Rahel removes at least 16 steps from most content review processes. Once a document is ready to review, a typical process can take over 40 steps across 4 stages, and goes something like this: Part 1: Calling for a document review 1 Save a local copy of file 2 Rename file 3 Move file to a sub-sub folder 4 Email multiple reviewers for review 5 Check who needs to review the document 6 Revise email to reflect review instructions 7 Find old email to keep instructions consistent 8 Copy instructions from the old email 9 Add the email addresses to email 10 Send the email 11 Forget to attach the document 12 "Reply All" to email you sent, choose 13 Attach the document and resend email Part 2: Handling the reviews (and the reviewers) 14 Answer questions from reviewers 15 Circulate the questions and answers 16 Take the sticky notes from reviewers who grabbed you in person 17 Navigate to the file location in the sub-sub folder 18 Incorporate feedback 19 Receive file attachment from reviewer 20 Download attached file 21 Rename the attachment 22 Repeat the previous 3 steps for each reviewer Part 3: Resolving the review feedback 23 Compare all reviewed files 24 Resolve conflicting review comments 25 Incorporate the easy-to-process feedback 26 Consolidate conflicting feedback 27 Email reviewers with conflicting feedback 28 Send a meeting invite to discuss conflicts 29 Chair the meeting + take detailed notes 30 Email + circulate detailed notes to meeting attendees 31 Incorporate the feedback 32 Email reviewers that all changes have been made 33 Rename the document with the suffix _FINAL 34 Attach document to the email 35 Repeat previous 4 steps at least once more Part 4: Managing the document 36 Get final document signed off 37 Save signature to a PDF 38 Remove original document 39 Rename reviewed document 40 Move document to storage area 41 Copy signature file to storage area When working smarter, we can eliminate at least 16 steps. Part 1: Calling for document review 1 Log into the system 2 Navigate to document 3 Open document 4 Click Start Review 5 Choose reviewer names for the document 6 Click Send Part 2: Handling the reviews 7 Wait for all reviewers to annotate document 8 Check for unresolved feedback 9 Ask reviewers to view the conflicting feedback Part 3: Resolving the review feedback 10 Incorporate feedback into document 11 Send reviewers a link to finalised document 12 Route through workflow for final signature Part 4: Managing the document 13 Log into system 14 Navigate to document 15 Change document status to read-only 16 Log out of system Note that not all steps take the same amount of time - some steps take a minute while others can take hours. But even taking that into account, it's still impressive to reduce a conservative 41 steps to an efficient 16 steps. We've seen a reductions in wasted effort of between 65% to close to 95% once we've implemented a content operations strategy. #ContentOperations #ContentOps

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