If your organisation has no experience with modern documentation solutions such as single-source topic authoring, or the opportunities that they can bring, then the ideal initial SourceOne engagement can deliver a comprehensive Documentation Strategic Plan tailored to your requirements.

For most small to medium-sized organisations, this can involve on-site or remote access for 2-4 weeks where we can build up organisational knowledge required for creating the strategic plan, which includes:


First, we assess the existing documentation content, tools, methods and workflows being used. Typically, this discovery phase uncovers inefficient processes and content duplication across documents or separate information "silos".

Initial Task Identification

Next, we identify some key examples of high visibility content that could be migrated to new methods in a proof of concept. This stage also identifies other content that a full SourceOne infrastructure implementation will need to support, and highlights the additional benefits that a full implementation would bring.

Blocker Identification

Here we highlight other issues such as inefficient processes, software configurations or reporting structures that could be stifling efficient content production within the organisation.

Best Practices

We will provide information about common issues, modern documentation tools and practices, and industry research for further reading if required.

Strategic Recommendations

After collating all of the gathered information, a strategic report is delivered that is tailored to your specific challenges, with clearly defined actions and estimated timeframes for a proposed implementation.

The report will also include a summary of the latest SourceOne testing of various industry-leading documentation tools and the current recommended tools.

SourceOne prides itself in having no conflicts of interest in the products or techniques that are recommended, we are guided by your requirements and our experience.

SourceOne. Documentation, engineered.