Global Content and Localization Strategy at Crown Equipment

case study

Problem

A heavy-equipment manufacturer, Crown Equipment, managed tens of thousands of pages of  content, mainly for print. However, as the physical products became a delivery mechanism for content through onboard touchscreen displays, global expansion continued, and time to market decreased, teams could not keep up with production. Digital transformation was needed.

Why it mattered

The audience for Crown’s content was evolving rapidly. For example, instead of printed manuals, service technicians began to use tablets to access 1,200-page service manuals in large static PDF files. Searching the manuals was inefficient; the diagrams were two-dimensional, and the experience was falling behind that of similar industries. 

Content from service manuals overlapped – and sometimes conflicted with – content developed for training, service support, and operator manuals. In addition, the content was often copied from one product manual into another but not reused in a way that kept both in sync as updates were made.

Finally, translation for global expansion was becoming increasingly slow and incredibly costly.

Solution and impact

I developed, socialized, and led the implementation of a global content and localization strategy. While I was a one-person show for the project’s first year, gathering input from consultants and as many stakeholders as possible, I built a rock-star team to see the project through.

Built foundations
  • Taxonomy
  • Information architecture
  • Product/language matrix
  • US English terminology database
  • Metadata structure
  • Tool requirements
  • Content models
Gained cross-disciplinary alignment
  • Content development requirements
  • Governance roles
  • Workflows and processes
  • Tool requirements
Established a new department
  • Content strategists
  • Content operations specialists
  • Translation operations managers
  • Terminology management specialists
Implemented software tools
  • oXygen XML editor for structured authoring
  • DITA XML-based content management system
  • Acrolinx for terminology management and authoring guidance
  • XTM Cloud as a translation management system

This multi-year project had significant impacts:

  • Averaged $1.25M in annual translation savings by establishing centralized processes, strategic third-party partnerships, and optimized end-to-end content development practices.
  • Increased in-country support by strategically adding languages to the company portfolio and product displays to support 88 countries with up to 40 languages.
  • Allowed content sharing and reuse to support multi-channel publication across products and departments (user design, technical communications, training, knowledge management, customer service, and engineering). 
  • Realized full return on digital content transformation investment (ROI) of $1.9M to executive leadership within 18 months of content and localization strategy implementation and two years ahead of plan.

My roles and process

  • Program manager
  • People manager
  • Content strategist
  • Localization strategist

This initiative spanned multiple years from conception to maturity. I’m sure it continues to evolve today. Project stages required different processes, but a significant change was the addition of content requirements and milestones to the overall engineering-led product development process. This ensured content finally had a “seat at the table” at the right time.

Super star employee with amazing drive and talent. Wicked smart with global experience in all things content and translations. Great personality and an absolute team player. Always puts her employees above herself. Jodi has taken Crown from basic to advanced within a 5 year period. Thank you for everything you do Jodi!

Jodi has done a brilliant job with digital transformation at Crown. Crown is known for industrial design, and Jodi has brought that sensibility into the product content and localization operation.

Her work at Crown was visionary. She began by developing the Crown content strategy framework, then built the global team that brought the strategy to life. Her excellent communication and negotiation skills, both with her direct reports and with senior executives overseeing the project, were a huge part of ensuring that this challenging effort succeeded.

I have greatly enjoyed working with Jodi and recommend her for any initiative (content or beyond!) she cares to turn her attention to.

Having worked with Jodi for years, I would be confident to say that her ability take stock of business and apply real change is second to none. Leading from the front comes naturally and most people that work with her often find themselves becoming more passionate and driven over time.

I had the opportunity and pleasure to work directly with Jodi on setting up a new group at Crown. She is dedicated, professional, knowledgeable and supportive in all that she does. A great asset to any organization!

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