Guides that people finish
- Task-based guides written in plain English, with the exact screenshots, field names, and “why this matters” context to get teams to their first win fast.
Documentation & Onboarding
Make adoption stick with clear, plain‑English documentation that shows people exactly what to do and why it matters. We pair concise getting‑started guides with role‑based checklists and runbooks, so new users reach their first win quickly and experts still have depth when they need it. Embedded how‑to prompts and optional onboarding assistants answer "how do I…" questions in the flow of work, citing the exact paragraph for trust. Every change is versioned with human‑readable notes and light governance, so knowledge stays accurate without heroics.
Why it matters
Documentation is where adoption lives or dies. Without it, features stall, support queues explode, and knowledge walks out the door. Our teams build explainers that remove friction, surface “why” alongside “how,” and keep updates traceable. People trust what they can verify—so we design guidance that is easy to navigate, versioned, and grounded in the product itself.
What we do
Role-based checklists
- Checklists and runbooks mapped to roles, so admins, agents, and analysts each know what “good” looks like—and where to escalate.
Embedded prompts
- Contextual prompts and assistants that answer “how do I…?” in-product, citing the exact paragraph or runbook line for trust.
Update governance
- Versioning, change logs, and lightweight governance so every update has a clear owner, reviewer, and intent—no mystery edits.
Training accelerators
- Live workshops, microvideos, and reinforcement emails, all synced to the documentation so messaging stays consistent.
Search & discoverability
- Information architecture, tagging, and search tuning that makes the right answer easier to find than pinging a teammate.
How we work
Small scope, shipped fast. We run tight iterations, keep docs practical, and instrument adoption. You get usable guides and runbooks in production, not templates that drift.
Discover.
- Interview roles, inventory current docs and support tickets, and surface the top tasks where guidance removes friction and support load.
Define.
- Set success metrics (e.g., time‑to‑first‑success), choose owners, confirm templates/style guide, and map where docs will be linked in‑product.
Design.
- Establish information architecture, cross‑linking, search keywords, and versioning; draft one exemplar guide and one runbook.
Pilot.
- Ship the exemplar docs to a small cohort, measure onboarding time and common questions, tighten screenshots/calls‑to‑action, and iterate.
Scale.
- Roll out the full docs site with change logs, embed contextual “?” links in the UI, schedule an editorial calendar, and hand off ownership.
Examples
Agent approval flow
- A one‑pager that shows where humans approve, what “approve” vs. “edit” does, and where to see the audit trail.
First dashboard
- “In 10 minutes, build a live KPI dashboard and share it.” Clear steps, with a sample dataset included.
Runbook: retry storms
- How to spot a failing dependency, throttle retries, and safely drain the queue. Includes Slack-ready status templates.
Handoff & Deliverables
You keep the docs site, templates, and assistants. We leave behind an editorial calendar and a lightweight governance model so content stays current without heroics. These artifacts provide a foundation for ongoing accuracy and consistency, enabling your team to maintain and extend documentation easily. The editorial calendar helps plan updates and reviews, while the governance model ensures clear ownership and quality control. Together with customizable templates and onboarding assistants, they empower your team to adapt and grow your knowledge base as your product evolves.