Managing Documentation for Configurable Product Portfolios

Distribution and manufacturing enterprises offering highly customizable solutions face substantial documentation challenges. Products comprising numerous components, options, and configurations create exponential combinations requiring comprehensive technical content. Traditional approaches quickly become economically unsustainable as documentation costs spiral beyond reasonable bounds.

Conventional content management, knowledge systems, and product information platforms struggle with products featuring extensive configuration variations. This limitation produces elevated support expenses and creates workflow complications when updating documentation across product lifecycles. Organizations need fundamentally different approaches to address these scaling challenges.

Common Scenarios Requiring Flexible Documentation

Industrial machinery manufacturers provide equipment tailored to specific customer requirements and operating parameters. Each installation represents a unique machine configuration. Maintenance technicians require immediate access to documentation matching the exact equipment they're servicing.

Aerospace companies deliver aircraft incorporating numerous modifications from baseline specifications. No two aircraft share identical configurations. When airlines receive custom-configured aircraft, comprehensive documentation must accurately reflect every modification distinguishing that specific unit from standard models.

Organizations expanding through acquisitions inherit multiple product lines requiring support across diverse, multilingual customer populations. Coordinating documentation for this expanding portfolio presents significant operational challenges.

Modular Content Strategies

Breaking documentation into discrete, reusable elements that recombine based on configuration selections solves the combinatorial explosion problem. Darwin Information Typing Architecture (DITA) provides industry-standard frameworks for designing modular content structures. This methodology ensures accurate content association with each product variation. Customer service representatives can locate specific knowledge corresponding to particular product combinations. These same structures enable automated conversational interfaces and question-answering capabilities.

Modular content serves multiple downstream applications including websites, customer support systems, and configure-price-quote platforms. It also accepts inputs from upstream product information management systems, product content repositories, customer support databases, and self-service portals. These bidirectional information flows create comprehensive content ecosystems.

 

scaling knowledge and content chart

Large-scale distributors and manufacturers manage substantial data complexity when incorporating governance requirements, reporting obligations, and information exchanges with suppliers, partners, and distribution networks. Understanding these multidirectional flows becomes essential to effective content operations.

understanding data flows chart

Infrastructure Requirements for Modular Documentation

Successfully implementing component-based content demands alignment across multiple organizational elements. Foundation begins with appropriate classification systems—hierarchical structures organizing terms representing products and related support concepts. These include product categories, product families, equipment types, solution frameworks, diagnostic procedures, and issue topics among others.

Organizations typically maintain ten or more classification hierarchies representing different knowledge dimensions. Relationships among these dimensions—diagnostic procedures applicable to specific equipment types, problem-solution pairings, configuration dependencies—constitute the organizational ontology. This ontology provides knowledge scaffolding upon which content models, metadata frameworks, content profiles, component definitions, and standards are constructed. Without this structural foundation, effective component content remains impractical.

Enabling Conversational Documentation Access

Modular content coupled with robust information architecture enables advanced interaction capabilities. Conversational interfaces can retrieve appropriate documentation through natural language queries. Maintenance engineers could potentially query equipment directly about required procedures or, with integrated diagnostics, identify components requiring replacement based on operational data.

Organizations achieve economical custom documentation for complex configurable products by modularizing content and integrating it within well-architected information systems. This approach transforms documentation from a scaling liability into a manageable operational capability supporting business growth and customer satisfaction.


This article by Seth Earley was originally published on MDM.com on February 8, 2021.

Meet the Author
Seth Earley

Seth Earley is the Founder & CEO of Earley Information Science and the author of the award winning book The AI-Powered Enterprise: Harness the Power of Ontologies to Make Your Business Smarter, Faster, and More Profitable. An expert with 20+ years experience in Knowledge Strategy, Data and Information Architecture, Search-based Applications and Information Findability solutions. He has worked with a diverse roster of Fortune 1000 companies helping them to achieve higher levels of operating performance.