We did a sort of participatory observation when I was developing
documentation and training.

Depending on the situation, we would have actual field technicians, a
top-tier technical-support person, the documentation and training team, and
sometimes a video crew.

There were times when the documentation and training people picked up
wrenches and tightened nuts. That's how I found out that using two nuts
together makes a really solid way to secure a bolt.

We also had a chance to participate in a field trial at a real customer
site. The top-tier technical-support person learned how to tie down cables
with waxed cord. After that, he campaigned passionately for plastic wire
ties.

Even if you don't get exactly the right information from the experience, the
experience of having the experience makes the situation much more vivid, and
enables you to have conversations with the people who do it that you just
wouldn't have otherwise.

We found out why cabinets need to be vertical, where the slop is, and why
certain things take so incredibly long. As a result, we were able to write
better procedures. Eventually, we started creating simple reference cards
that replaced entire training courses. It was only possible because we knew
what the field technicians could do on their own and what they needed help
with.

Best wishes,

Bruce Esrig
Madison, NJ
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