1. From Lemons to Lemonade: Technical Writing Outsourcing as a Dream Come True Barry Saiff Founder and CEO, Saiff Solutions, Inc. Tagaytay City, Philippines

2. Technical communications leader 32 years of technical documentation experience Led writing teams at 6 US companies Founded Saiff Solutions, Inc. in 2011 Provides content development to Fortune 500 companies in Japan & US About the Speaker: Barry Saiff

3. QUESTION: What is Your Interest/Experience in Technical Writing Outsourcing ? Have you experienced: Working with writers in another country? Layoffs due to outsourcing? Being involved in a decision to outsource? A well-crafted outsourcing plan? A poorly- implemented plan? Negative impacts of outsourcing? Positive impacts? What else?? Have you experienced: Working with writers in another country? Layoffs due to outsourcing? Being involved in a decision to outsource? A well-crafted outsourcing plan? A poorly- implemented plan? Negative impacts of outsourcing? Positive impacts? What else??

4. What is your overall impression of TECHNICAL WRITING OUTSOURCING?

5. The 6 Stages of Technical Writing Stage 1 Infancy (1970’s) Stage 2 Youth (1980’s) Stage 3 Adolescence (1990’s) Stage 4 Young Adulthood (2000’s) Stage 5 Adulthood (2010’s) Stage 6 Mid-Life (2015)

7. The GROWTH of Outsourcing From 1970 to 2010, outsourcing grew exponentially. Some examples: By 2003, 77 global software development firms had R&D operations in India. By a recent (2013) estimate, there were 80,000 software developers in the Philippines. There are now technical writers in the Philippines with 10+ years experience in topic-based authoring.

8. DRIVERS of Outsourcing Labor cost differentials Growth of global labor market = availability Communications cost reductions Global market growth/economic liberalization Increased ease of doing business globally Convergence of global business culture Increasing productivity Increasing customer-centric focus on quality

9. Discuss: TWO Issues, Fears, Pitfalls What do you think are the major problems with technical writing outsourcing?

10. WHY

11. PRODUCTIVITY is a powerful, historical force: Productivity rises, and everything changes to facilitate rising productivity.

12. OUTSOURCING Successes What happens when TWO works well?

13. OUTSOURCING Successes What happens when TWO works well? Effective global collaboration Learning Process Improvement Improved quality Reduced costs Increased global responsiveness Productivity improvements

14. OUTSOURCING Pitfalls Can bad things happen as a result of outsourcing technical writing?

15. OUTSOURCING Pitfalls Can bad things happen as a result of outsourcing technical writing? Yes, sometimes. Often when outsourcing decisions do not involve technical communicators. Resisting outsourcing makes it less likely that you’ll be included in the decision. What you resist persists.

16. Can good technical writers lose jobs to outsourcing? OUTSOURCING Pitfalls Yes, sometimes. But not always. Over 4 years, the # of Saiff Solutions clients that laid off of in-house writers: 0 Yes, 0. We’ve never been in that situation. Yes, layoffs happen. But not in every case.

17. Discuss: TWO Key Success Factors What things do you think need to happen to make technical writing outsourcing successful?

18. The Evolution of TWO For a long time it seemed that: Technical writing outsourcing may not work. Opposing TWO is the best way to keep local TW jobs.

19. CLEAR that… Now it is

20. The Evolution of TWO Now it clear that: Technical writing outsourcing can work very well. With technical communicators in management, we can author TWO strategies, instead of being victims. How TWO is done is a crucial question.

21. TWO IMPLEMENTATI ON

22. TWO IMPLEMENTATION If you have writers: -As work grows, you can expand capacity at lower cost via outsourcing. -By reserving advanced tasks for the in-house team, you can improve team morale and cost-effectiveness.

23. TWO IMPLEMENTATION To determine if TWO is right for YOU: -No one-size-fits-all formula -No simple rule to follow -Quality varies everywhere

24. TWO IMPLEMENTATION: What do process maturity and content strategy have to do with TWO: -If technical writers struggle to discover design changes when co-located with engineers… -Outsourcing may magnify problems. PROCESS

25. TWO IMPLEMENTATION: When outsourcing goes wrong, it can be due to any of the following issues: RISKS LocationFunctionINCLUSIONLanguage

26. TWO IMPLEMENTATION: RISKS EXPERIENCE LEVEL CultureCompetencyManagement When outsourcing goes wrong, it can be due to any of the following issues:

27. Focus where you can have an impact. Prepare yourself for change. Focus on the success of your enterprise. Focus on improving quality. TWO IMPLEMENTATION: LESSONS

28. Start with process improvement and content strategy. Focus on morale and effectiveness. Don’t ignore the need to sell change effectively. Use inclusive planning. Be aware of potential cultural pitfalls. TWO IMPLEMENTATION: LESSONS For management:

29. Assess process maturity and content strategy first, and improve if needed. -Include Tech Comm in planning. -Ensure a realistic financial analysis. -Identify & communicate vision & benefits. -Incorporate team feedback. -Focus on career development. TWO : KEY SUCCESS FACTORS

30. Carefully choose country: -Consider language, infrastructure, labor pool. -#1 country in business English: Philippines (http://www.globalenglish.com/business_english_index) TWO : KEY SUCCESS FACTORS Carefully choose provider. Start with a low-risk pilot project.

31. Understand and accommodate the differences: -Time zone -Language -Culture -Expertise -Background, context TWO : KEY SUCCESS FACTORS

32. Include all tech writers in meetings, reviews, scrums, defect tracking, wiki/intranet, email list, etc. Document testing, review = key parts of the project schedule TWO : KEY SUCCESS FACTORS

33. Outsourcing, poorly conceived, planned, and executed, can spread, expand, and increase the worst qualities of an organization. Conclusion

34. Outsourcing, done well, can promote the growth of a thriving organization and contribute to continual improvement.

35. What is your overall impression of TECHNICAL WRITING OUTSOURCING?

36. By 2030, in a typical US company, what % of technical writing will take place outside of the US, Canada, Australia, New Zealand, and Europe? a. 25%c. 75% b. 50%d. 95% Final questions In 2030, how will the number of technical communication jobs in the USA compare to 2015: a. At least twice as many jobs as in 2015? b. More, but not twice as many? c. The same? d. Less?

37. Email: barrysaiff@saiffsolutions.com Skype: SaiffSolutions Contact: +1 415 350 2959 +63 917 872 0929 Web: www.saiffsolutions.com Questions & comments!

38. Bonus Slide: Responses to Survey Questions at Lavacon 2015 How many of you have experienced: Work with off-shore writers: 7 Lay-offs due to TWO: 3 Involved in TWO decision: 6 Well-crafted TWO plan: 2 Poorly-crafted TWO plan: 2 Any negative TWO impacts: 6 Any positive TWO impacts: 2 Overall impression of TWO (at start): Positive: 0 Negative: 4 Overall impression of TWO (at end): Positive: 4 Negative: 0 Neutral: 9 By 2030, what % of technical writing will be offshore? 25% -0, 50%-6, 75%-4, 95%-0 By 2030, how will the # of TW jobs in USA compare to 2015? 2x-0, 1x-2x-6, 1x-0, <1x-4