Documentation Plan:
User Type: CMOS
The primary users of the system are Chief Marketing Officers (CMOs) who are responsible for making strategic decisions regarding marketing tactics to achieve target revenue goals.
Documentation Needs
- Manuals:
- Comprehensive user manuals in both printable and web-page formats will be provided. These manuals will cover step-by-step instructions on how to input historical data, interpret analysis results, view predictions, and utilize recommendations.
- Read Me Files:
- Read me files will accompany the software installation package, providing brief instructions on setup and system requirements.
- Help Screens and Subsystems:
- Context-sensitive help screens will be integrated into the software interface, offering guidance on various functions and features.
- Intro Screens:
- Upon initial login, users will be greeted with intro screens introducing key features and functionalities.
- Mouseovers and Tooltips:
- Interactive mouseovers and tooltips will be implemented throughout the interface to provide quick explanations and tips.
- Text on Screens:
- Clear and concise text will accompany each screen element, guiding users on their purpose and usage.
- FAQs:
- A dedicated FAQ section will address common queries and concerns raised by users.
User Type: Admin
In addition to CMOs, Admins, will also interact with the system. Admin users are responsible for managing user accounts, permissions, system configurations, and overall system maintenance (in the future as this scale from a standalone app to integrated with client’s needs)
Documentation Needs:
Admin Manuals:
User manuals that are made tailored for Admin users; these manuals will cover step-by-step instructions on how to manage user accounts, configure system settings, assign permissions, and perform routine maintenance tasks. (Essentially helps admins to understand the recommendation engine with some degree of abstraction).
Configuration Guides:
Detailed guides will be provided to assist Admin users in configuring the system according to preference meaning it will include documentation on setting up new data sources and changing the dashboard.
Justification
The chosen documentation mechanisms are appropriate for several reasons:
- Comprehensiveness: By offering a variety of documentation formats, we cater to different learning styles and preferences, ensuring all users can access the information they need.
- Accessibility: Help screens, tooltips, and mouseovers provide real-time assistance within the software interface, minimizing disruptions to workflow and enhancing usability.
- Reference and Troubleshooting: Manuals, read me files, FAQs, and text on screens serve as valuable references for users seeking detailed information or troubleshooting assistance.
Overall, this comprehensive documentation plan aligns with our goal of providing CMOs with the resources they need to understand revenue impacts, optimize marketing tactics, and achieve target revenue goals effectively.