Among the many corporate clients I’ve served over the years, some of my favorites have been hardwired with Microsoft Dynamics 365. Not all companies fully take advantage of the powerful intelligence available from their internal databases.

Sadly, it’s not smart since data mining and analysis are at the heart of all thriving organizations.

One client project I was involved helping was developing a robust reporting module. They’re team was struggling to find a proven business analyst with technical writing skills. Often these two skills are served in multiple roles. But time was critical to advance their data research and build highly-engaging presentations.

Their top priorities were to:

  • Develop faster processing of metric reporting
  • Create template workflows for junior executives to analyze
  • Build custom reporting to serve global teams
  • Facilitate support to sales teams arming them with robust solutions
  • Document and manage all knowledge base content

Regardless what types of organizations rely on data intelligence, the challenge training teams with Microsoft Dynamics 36 is helping them understand the benefits of agile data modeling.

My role was to convert large data sets into actionable presentations. Then support technical teams to build engaging presentations for the sales departments.

CRM Agile Frameworks

The benefit of taking a streamlined yet flexible approach to agile workflows is by producing actionable reporting. Although the data sets can be enormous, the reporting functionality should pinpoint opportunities to improve efficiencies throughout your organization.

Then increase quality standards of your product and processes.

If successful, your resource management and scheduling pipelines will react to optimization opportunities. But only if these types of advisories are made public throughout your organization.

One of the struggles this client had was finding technical writers who could dovetail corporate intelligence into user-friendly content (especially online). It’s common role to fill.

Because I’ve worked on multi-layered software development projects, applying a purely agile approach to their content management was central to building a viable solution.

What We Did

First, we defined SMEs into categories based on verticals. They included:

  1. Internal sales teams.
  2. Manufacturing and finance.
  3. Process support.
  4. Product development.

Once I was able to meet with senior SMEs, we agreed to build an internal knowledge base. One which integrated with Microsoft Dynamics 365 reporting. Doing so takes careful planning to categorize all subject matter and develop a centralized plan for distribution.

Too often,corporate roles are rigid. Obviously, finding qualified people can be a challenge when you’re building hybrid job positions.

The secret is looking for prospective employees who have a passion for data intelligence combined with work experience in the agile model.

Instead of investing in lengthy and costly recruitment, we chose to hire within by pinpointing staff with business analysis work experience.

Remember, training good people to get better at analysis is far cheaper than hiring. It’s not an easy process but one that works well if you have the senior management buy-in to grow from within your organization.

Another suggestion I made was facilitating weekly roundtable meetings of our teams. This was vital to engaging stakeholders in the benefits of content relationship management.

Instead of approaching data sets in a linear approach, our discussions were inspired by the exponential growth benefits of building connections between actionable data and improved efficiencies.

Why Technical Writers Should Embrace Intelligence

Microsoft Dynamics 365 or any solution tool is an opportunity for technical writers to become more than content creators. Since we spend enormous time analyzing and drafting documentation, the benefit of becoming solution contributors in hybrid positions is smart.

Not everyone working in business analysis and documentation development may be interested in learning the opportunities of intelligence metrics.

However, I’ve approached my career with a methodical process of pinpointing solutions. Too many writers ignore the benefits of contributing their skill sets to overarching solutions. Big mistake.

Metric analysis is the future of relationship management. Essentially, as a writer, my job is to not only enhance the user experience but also identify trends and connections to advance product development and sales.