A financial services technology company had developed more than half a dozen customized XML schemas over several years. Each silo managed its XML schema and content in a separate document-control environment. Content could not be reused across environments, resulting in an overload of redundant content. Many manual workarounds were necessary for creating, assembling, and publishing content. The ecosystem was not sustainable, costing too much in time, money, and frustration. The company reached out to us for help.

Content Rules employed an analysis and recommendation process to clarify the business objectives and develop a vision for the future state. We then identified requirements for content, software, and workflow to help achieve those goals. We helped develop a unified content strategy and plan a phased rollout of a component-based, structured content ecosystem.

We guided the configuration of their CCMS and helped onboard each team, building on the foundation and extending the strategy as needed. We provided full documentation of the strategy, system configuration, and onboarding materials to ensure that teams could be self-sufficient into the future.

A major international digital payment processing firm had more than 2,000 unique URLs on its website. They needed to reduce risk from having outdated or incorrect information. They also wanted to reduce “content bloat,” which prevented users from finding the information they needed and decreased user satisfaction with the brand.

Content Rules worked with the firm to determine criteria for keeping, consolidating, or removing content. We gathered data, audited the content, and performed user experience analysis. We also assessed the highest value content to improve findability and SEO.

An international financial services company found that their 15,000 mortgage specialists were spending more than a third of each work day searching for answers. Content was hard to find, duplicative, and inconsistent, providing different answers for the same question and different instructions for the same task. Meanwhile, content creators worked in several authoring tools and maintained four repositories across three organizational silos. Authors reported similar difficulties in finding and using content.

Content Rules facilitated a series of training courses and working sessions to develop a unified content strategy to eliminate redundancy, streamline workflows, and improve accuracy and findability of content. We iterated the strategy and removed barriers to collaboration across teams responsible for policy, learning and education, and technical communications content.