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ADOPTING A STANDARD:
A MORE AGILE APPROACH
Edwina Lui
Information Architect, Kaplan Publishing

Thursday, September 19, 13

1
KAPLAN TEST PREP
Graduate Programs

Precollege Programs

Preparation for business, medical, law, and
graduate admissions exams

Tutoring/test prep for K-8 state test readiness,
college prep, and K12 teacher resources

Health Programs

Bar Review

Professional licensing preparation programs for
doctors and nurses

Comprehensive and Multi-State bar review for
aspiring lawyers

Kaplan Publishing
Print and digital course and retail materials for KTPs
strategic business units (SBUs)
Thursday, September 19, 13

2
KAPLAN PRODUCTS
Print Books

Mobile
Apps

Thursday, September 19, 13

(SOME OF THEM...)

EPUBs

iBooks

Courses

Qbanks

Online
Tests

Tutoring

3
DITA XML
-

Darwin Information Typing Architecture

-

current of鍖cial release: 1.2; upcoming release: 1.3

-

open XML standard with large, active community

-

free DITA Open Toolkit (DITA-OT) provides base publishing pipelines to many
outputs

-

open DITA for Publishers (D4P) project provides publishing pipelines and
specializations speci鍖c to publishing industry

-

mature model with broad existing tool support

Thursday, September 19, 13

4
SHOPPING LIST
 specialized
 desktop

DITA 1.2 + DITA-OT

XML editor

 web-based
 enterprise
 custom
 digital

XML editor
CCMS

XSLTs

asset management system

 consultants
Thursday, September 19, 13

(x5)
5
SOUNDS GREAT, BUT...

Thursday, September 19, 13

6
IS A STANDARD STILL A
STANDARD IF YOU CUSTOMIZE IT?
-

3 separate implementations of specialized DITA across Kaplan Inc.:
-

Kaplan University: DITA 1.2 + QTI 2.1

-

Kaplan Test Prep: DITA 1.2

Kaplan Professional Education: DITA 1.3 + Learning & Training

version management:
-

DITA 1.3 in development, release date TBD

-

DITA 1.2 released Dec 2010

DITA 2.0 proposals being drafted, release date TBD

specialization away from the open standard will mandate customization of tools, etc.

Thursday, September 19, 13

7
FIELD OF DREAMS
If you build it, they will come...right?

- user onboarding is often more challenging than

anticipated; e.g., varying levels of XML familiarity

- stakeholder readiness may be low due to current
business requirements, legacy infrastructure, etc.

- midstream transitioning to new systems and
standards is complex (to say the least)

- large-scale change can lead to crippling user

fatigue, especially if multiple tools/processes/
standards are introduced at once

- in eyes of stakeholders, long-term bene鍖ts may
not outweigh short-term pain of transition

Thursday, September 19, 13

8
THE KEY:

EFFECTIVE CHANGE
MANAGEMENT

Thursday, September 19, 13

9
MAINTAIN THE STANDARD
-

internal governance of implemented
standard with major stakeholders,
including variants of standard

-

active participation in open
standard community

-

regular reviews of standard against
current business requirements

-

ongoing training for active users,
either as trainees or trainers
themselves

Thursday, September 19, 13

10
PACE YOURSELF
-

-

fewer users left behind, more
successful transition

-

retain adequate support for
existing processes if clean break
not possible

-

Thursday, September 19, 13

dont ignore curmudgeons in
favor of early adopters

consider smaller improvements
as part of the larger leap
11
LOOK FOR MORE
OPPORTUNITIES
-

authoring style guide

-

content model for authoring and/
or storage

-

legacy content 鍖les; e.g., InDesign

-

bug reports and reporting process

-

training documentation

-

instructional design and pedagogy

Thursday, September 19, 13

12
ONGOING FEEDBACK
-

-

actively seek out both positive and
negative comments

-

adjust training, documentation,
implementation, etc. (easier if its
done in increments)

-

Thursday, September 19, 13

solicit feedback throughout
implementation of new standard, not
just at end

feedback is more constructive if its
based on actual use of the new
standard or system
13
SEE? SIMPLE.*
Edwina Lui

Information Architect, Kaplan Publishing
elui@kaplan.com

*Not really.
Thursday, September 19, 13

14

More Related Content

Adopting a Standard: A More Agile Approach

  • 1. ADOPTING A STANDARD: A MORE AGILE APPROACH Edwina Lui Information Architect, Kaplan Publishing Thursday, September 19, 13 1
  • 2. KAPLAN TEST PREP Graduate Programs Precollege Programs Preparation for business, medical, law, and graduate admissions exams Tutoring/test prep for K-8 state test readiness, college prep, and K12 teacher resources Health Programs Bar Review Professional licensing preparation programs for doctors and nurses Comprehensive and Multi-State bar review for aspiring lawyers Kaplan Publishing Print and digital course and retail materials for KTPs strategic business units (SBUs) Thursday, September 19, 13 2
  • 3. KAPLAN PRODUCTS Print Books Mobile Apps Thursday, September 19, 13 (SOME OF THEM...) EPUBs iBooks Courses Qbanks Online Tests Tutoring 3
  • 4. DITA XML - Darwin Information Typing Architecture - current of鍖cial release: 1.2; upcoming release: 1.3 - open XML standard with large, active community - free DITA Open Toolkit (DITA-OT) provides base publishing pipelines to many outputs - open DITA for Publishers (D4P) project provides publishing pipelines and specializations speci鍖c to publishing industry - mature model with broad existing tool support Thursday, September 19, 13 4
  • 5. SHOPPING LIST specialized desktop DITA 1.2 + DITA-OT XML editor web-based enterprise custom digital XML editor CCMS XSLTs asset management system consultants Thursday, September 19, 13 (x5) 5
  • 6. SOUNDS GREAT, BUT... Thursday, September 19, 13 6
  • 7. IS A STANDARD STILL A STANDARD IF YOU CUSTOMIZE IT? - 3 separate implementations of specialized DITA across Kaplan Inc.: - Kaplan University: DITA 1.2 + QTI 2.1 - Kaplan Test Prep: DITA 1.2 Kaplan Professional Education: DITA 1.3 + Learning & Training version management: - DITA 1.3 in development, release date TBD - DITA 1.2 released Dec 2010 DITA 2.0 proposals being drafted, release date TBD specialization away from the open standard will mandate customization of tools, etc. Thursday, September 19, 13 7
  • 8. FIELD OF DREAMS If you build it, they will come...right? - user onboarding is often more challenging than anticipated; e.g., varying levels of XML familiarity - stakeholder readiness may be low due to current business requirements, legacy infrastructure, etc. - midstream transitioning to new systems and standards is complex (to say the least) - large-scale change can lead to crippling user fatigue, especially if multiple tools/processes/ standards are introduced at once - in eyes of stakeholders, long-term bene鍖ts may not outweigh short-term pain of transition Thursday, September 19, 13 8
  • 10. MAINTAIN THE STANDARD - internal governance of implemented standard with major stakeholders, including variants of standard - active participation in open standard community - regular reviews of standard against current business requirements - ongoing training for active users, either as trainees or trainers themselves Thursday, September 19, 13 10
  • 11. PACE YOURSELF - - fewer users left behind, more successful transition - retain adequate support for existing processes if clean break not possible - Thursday, September 19, 13 dont ignore curmudgeons in favor of early adopters consider smaller improvements as part of the larger leap 11
  • 12. LOOK FOR MORE OPPORTUNITIES - authoring style guide - content model for authoring and/ or storage - legacy content 鍖les; e.g., InDesign - bug reports and reporting process - training documentation - instructional design and pedagogy Thursday, September 19, 13 12
  • 13. ONGOING FEEDBACK - - actively seek out both positive and negative comments - adjust training, documentation, implementation, etc. (easier if its done in increments) - Thursday, September 19, 13 solicit feedback throughout implementation of new standard, not just at end feedback is more constructive if its based on actual use of the new standard or system 13
  • 14. SEE? SIMPLE.* Edwina Lui Information Architect, Kaplan Publishing elui@kaplan.com *Not really. Thursday, September 19, 13 14