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Project Methodology
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Alan B. Andrew

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Afour Intelligent Solutions pg. 1 2010-06-29
Copyright © 2010, Afour Intelligent Solutions CC. All rights reserved. Unless otherwise noted,
the contents of this document may not be reproduced, transmitted, transcribed, translated,
stored in a retrieval system, or translated into any language in any form without the written
permission of Afour Intelligent Solutions CC.

For information contact:

Afour Intelligent Solutions CC.
3 Wilmeria Street
Lambton, 1401
Germiston, Gauteng
South Africa
011-827-2131

Afour Intelligent Solutions pg. 2 2010-06-29

Overview
Introduction This document contains information about the Afour Intelligent Solutions
documentation project life cycle methodology. It lists the summarised methodology
cycle from the pre-engagement meeting with a potential client all the way through
to delivery.
(See Project Life Cycle document for full detail questionnaire and list.)

The phases of the documentation life cycle methodology include:

• Definition,
• Design,
• Production, and
• Delivery.

Afour Intelligent Solutions pg. 3 2010-06-29

Definition
st
1. Pre-engagement Meeting • 1 time meeting.
• Submit questionnaire.
2. General Project Issues • Establish exact requirement.
3. Documentation Issues • Establish type of document; User Manual, Tutorial, Online Help, etc…
• Require Default manual or a How-to manual or Both?
4. Audience Analysis • Establish the User Type.
5. Publication Issues • Establish type of document distribution.
6. Technical Assistance • Establish the project Sponsor (Decision Maker)?
• Establish the SMEs (Subject Matter Experts) for this project?
• Establish access to system software.
7. The Review Process • Establish the standard review process?
8. Scheduling • Establish timeline, review cycles, slippage, milestones, changes and updates.
9. Administrative Issues • Establish project name, contact person, status reporting, invoicing, system
access.
• Analyse software system.
• Using questionnaire & analysis, submit quotation.

Design
10. Kick-off meeting
11. Determine the Theme Design
12. Estimate size and capability of
project software.
13. Determine the functional
design
14. Manage user errors
15. Detailed system analysis
16. Prototype
• Confirm the objectives, and the structure.
• When client has own standards requirement.
… Company standards (logos, branding, theme, colours, fonts …)?
… Style sheets?
… Templates to use for this project?
… Copyright notices?
• Ensuring we understand both the visible and the invisible functionality, if
any.
• A list of features, benefits and business processes.
• How do you want this scenario managed?
• Detailed analysis and demo/training of system software for TW by SMEs
• Prepare and present short prototype to illustrate sample of project
material.

Production
17. Write the content • Using all gathered information and materials, plan and author the
documentation content.
18. Editing • Submit and edit reviews.

Delivery
19. Submit final output • Establish form & target.
20. Infrastructure • Establish Document management method.

Afour Intelligent Solutions pg. 4 2010-06-29