I was a speech therapist in the medical field for 5 years and had to learn new EMR software while seeing patients and meeting productivity requirements. This background shapes my no-nonsense approach to exceptionally practical quick guides.

Challenges

• Identifying the most common user actions.
• Engaging potentially agitated users (Who wants to look up instructions?).
• Multiple screens for each workflow.

Method

• Trim steps to a minimum and link to more details.
• Write for a specific user role.
• Use analytics to find the most commonly searched terms and topics.

Tools

• Input from implementation and training team
• Input from client support
• Sharepoint
• MadCap Flare and MadCap Central
• Git management

Proprietary information has been blurred.