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    <title>new feature documentation on This is important</title>
    <link>https://thisisimportant.net/tags/new-feature-documentation/</link>
    <description>Recent content in new feature documentation on This is important</description>
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    <lastBuildDate>Tue, 27 Oct 2026 10:33:00 +0000</lastBuildDate><atom:link href="https://thisisimportant.net/tags/new-feature-documentation/feed.xml" rel="self" type="application/rss+xml" />
    <item>
      <title>Inform a medium-sized documentation project with data</title>
      <link>https://thisisimportant.net/posts/data-informed-docs-medium/</link>
      <pubDate>Tue, 27 Oct 2026 10:33:00 +0000</pubDate>
      
      <guid>https://thisisimportant.net/posts/data-informed-docs-medium/</guid>
      <description>&lt;p&gt;If you are about to start a medium-sized documentation project, you can inform each step of the process with data. If you do, you can more easily assess the scope of the work, prioritize and plan the implementation, and write more relevant content.&lt;/p&gt;
&lt;p&gt;A medium-sized project is one that might take you a week or two of work, like a new feature that needs one or two new documentation topics, or a few different pages that need to be updated with new content for some to-be-released functionality.&lt;/p&gt;
&lt;p&gt;For example, you might be writing medium-sized documentation updates for one of the following features:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;An interactive workflow to create and assign tickets to specific users&lt;/li&gt;
&lt;li&gt;A new type of widget that can be added to a dashboard&lt;/li&gt;
&lt;li&gt;A new SQL function&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;In this post, I&amp;rsquo;ll cover how to use data to inform each phase of a medium-sized documentation project like one of those examples:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;&lt;a href=&#34;#plan-medium-sized-documentation-updates&#34;&gt;Plan what to write and where to place the content&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href=&#34;#write-a-medium-sized-documentation-project&#34;&gt;Write the content updates&lt;/a&gt;.&lt;/li&gt;
&lt;li&gt;&lt;a href=&#34;#evaluate-medium-sized-documentation-changes&#34;&gt;Evaluate the usefulness and discoverability of your content updates&lt;/a&gt;&lt;/li&gt;
&lt;/ol&gt;




&lt;div class=&#34;callout callout-note&#34;&gt;
  &lt;div class=&#34;callout-header&#34;&gt;
    
      &lt;span class=&#34;callout-icon&#34;&gt;
        
          &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M464 256a208 208 0 1 0 -416 0 208 208 0 1 0 416 0zM0 256a256 256 0 1 1 512 0 256 256 0 1 1 -512 0zm306.7 69.1L162.4 380.6c-19.4 7.5-38.5-11.6-31-31l55.5-144.3c3.3-8.5 9.9-15.1 18.4-18.4l144.3-55.5c19.4-7.5 38.5 11.6 31 31L325.1 306.7c-3.3 8.5-9.9 15.1-18.4 18.4zM288 256a32 32 0 1 0 -64 0 32 32 0 1 0 64 0z&#34;/&gt;&lt;/svg&gt;
        
      &lt;/span&gt;
    
    &lt;div class=&#34;callout-title&#34;&gt;Planning and writing are often intertwined&lt;/div&gt;
  &lt;/div&gt;
  For a medium-sized project, planning and writing inform each other. Rather than creating a plan in full, then starting to write, you might go back and forth, acting on some plans as soon as you make them and expanding your plan as you learn new information about the project scope that wasn&amp;rsquo;t clear when you started. This is common when documenting new functionality — it&amp;rsquo;s still in development, so the scope often isn&amp;rsquo;t predetermined and can&amp;rsquo;t be planned for fully in advance!
&lt;/div&gt;
&lt;h2 id=&#34;plan-medium-sized-documentation-updates&#34;&gt;Plan medium-sized documentation updates&lt;/h2&gt;
&lt;p&gt;Planning a medium-sized writing task involves identifying the following:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;What is being built?&lt;/li&gt;
&lt;li&gt;What do customers expect from it?&lt;/li&gt;
&lt;li&gt;What already exists in the documentation?&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Use these discovery steps to identify the scope of the project. For example, if your engineering team is adding a new type of dashboard widget that animates images in a repeating pattern, you can use the following data sources to help plan:&lt;/p&gt;

&lt;div class=&#34;data-sources&#34; role=&#34;group&#34; aria-label=&#34;Data sources referenced in this section&#34;&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M271.9 20.2c-9.8-5.6-21.9-5.6-31.8 0l-224 128c-12.6 7.2-18.8 22-15.1 36S17.5 208 32 208l32 0 0 208 0 0-51.2 38.4C4.7 460.4 0 469.9 0 480 0 497.7 14.3 512 32 512l448 0c17.7 0 32-14.3 32-32 0-10.1-4.7-19.6-12.8-25.6l-51.2-38.4 0-208 32 0c14.5 0 27.2-9.8 30.9-23.8s-2.5-28.8-15.1-36l-224-128zM400 208l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zM256 96a32 32 0 1 1 0 64 32 32 0 1 1 0-64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Expertise&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Business understanding&lt;/div&gt;
&lt;/details&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Research&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;User research &lt;br/&gt; Product exploration &lt;br/&gt; Documentation exploration &lt;br/&gt; Competitive analysis&lt;/div&gt;
&lt;/details&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;System&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Documentation metadata&lt;/div&gt;
&lt;/details&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Customer submissions&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Feature requests &lt;br/&gt; Customer success call transcripts &lt;br/&gt; GitHub issues or PRs &lt;br/&gt; Search terms &lt;br/&gt; Product reviews &lt;br/&gt; Community forum posts&lt;/div&gt;
&lt;/details&gt;


&lt;/div&gt;

&lt;p&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M160 144c0-79.5 64.5-144 144-144 8.8 0 16 7.2 16 16l0 152.2c15-5.3 31.2-8.2 48-8.2 79.5 0 144 64.5 144 144 0 8.8-7.2 16-16 16l-152.2 0c5.3 15 8.2 31.2 8.2 48 0 79.5-64.5 144-144 144-8.8 0-16-7.2-16-16l0-152.2c-15 5.3-31.2 8.2-48 8.2-79.5 0-144-64.5-144-144 0-8.8 7.2-16 16-16l152.2 0c-5.3-15-8.2-31.2-8.2-48zm96 144a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; The planning process relies mostly on qualitative data, so you can inform it with data at most &lt;a href=&#34;https://thisisimportant.net/posts/data-informed-docs-prepare/&#34;&gt;analytics capacity levels&lt;/a&gt;. If your organization has a more basic analytics capacity, you can rely more heavily on the data collected through research. If you have a more mature analytics capacity, you can add the more tool and expertise-dependent quantitative analysis.&lt;/p&gt;




&lt;div class=&#34;callout callout-note&#34;&gt;
  &lt;div class=&#34;callout-header&#34;&gt;
    
      &lt;span class=&#34;callout-icon&#34;&gt;
        
          &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M256.4 0c-17.7 0-32 14.3-32 32l0 32-160 0c-17.7 0-32 14.3-32 32l0 64c0 17.7 14.3 32 32 32l160 0 0 64-153.4 0c-4.2 0-8.3 1.7-11.3 4.7l-48 48c-6.2 6.2-6.2 16.4 0 22.6l48 48c3 3 7.1 4.7 11.3 4.7l153.4 0 0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96 160 0c17.7 0 32-14.3 32-32l0-64c0-17.7-14.3-32-32-32l-160 0 0-64 153.4 0c4.2 0 8.3-1.7 11.3-4.7l48-48c6.2-6.2 6.2-16.4 0-22.6l-48-48c-3-3-7.1-4.7-11.3-4.7l-153.4 0 0-32c0-17.7-14.3-32-32-32z&#34;/&gt;&lt;/svg&gt;
        
      &lt;/span&gt;
    
    &lt;div class=&#34;callout-title&#34;&gt;Plan for maintenance&lt;/div&gt;
  &lt;/div&gt;
  When you plan to add new pages and content, consider your future self and plan for maintenance too. For example, if you add screenshots of the new dashboard widget, place them in a shared location and record and share the assets used to create them, such as an example dashboard in a shared staging environment. Consider recording the research artifacts that you use to inform your plan in a longer-lived dashboard or collection that is shared with others. This practice of storing your data artifacts can help accelerate the practice of using data to inform future documentation tasks too!
&lt;/div&gt;
&lt;p&gt;The results of your data collection informs the &lt;a href=&#34;#use-data-to-define-what-to-write-and-where-to-place-it&#34;&gt;decisions that you make as part of your documentation plan&lt;/a&gt;, namely what types of content to write, how much to write, and where to place the content. Start by considering your expertise.&lt;/p&gt;
&lt;h3 id=&#34;rely-on-your-expertise&#34;&gt;Rely on your expertise&lt;/h3&gt;
&lt;p&gt;To determine the release phase, priority, and goals of the project, rely on your expertise.&lt;/p&gt;




&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M271.9 20.2c-9.8-5.6-21.9-5.6-31.8 0l-224 128c-12.6 7.2-18.8 22-15.1 36S17.5 208 32 208l32 0 0 208 0 0-51.2 38.4C4.7 460.4 0 469.9 0 480 0 497.7 14.3 512 32 512l448 0c17.7 0 32-14.3 32-32 0-10.1-4.7-19.6-12.8-25.6l-51.2-38.4 0-208 32 0c14.5 0 27.2-9.8 30.9-23.8s-2.5-28.8-15.1-36l-224-128zM400 208l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zM256 96a32 32 0 1 1 0 64 32 32 0 1 1 0-64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Expertise&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Business understanding&lt;/div&gt;
&lt;/details&gt;

&lt;p&gt;Your business understanding can help you identify why the new functionality is being implemented in the product at all, and what the business is hoping might happen as a result of this new functionality being available. For example, this can guide you in deciding what example to use in a task, or whether a customer might be improving an existing manual workflow with one that is more automated now with the new feature launch.&lt;/p&gt;
&lt;p&gt;Your knowledge of the release process and planned priorities can also inform what to write. For example:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;In the case of a new dashboard widget that animates images in a repeating pattern, it is an early stage feature that is low priority, so you might only plan a basic task and reference content about how to add the widget to a dashboard and what settings can be configured.&lt;/li&gt;
&lt;li&gt;For a new SQL function becoming generally available that unblocks a major customer use case, you might plan a basic reference and multiple detailed end-to-end examples describing the function for the specific use case.&lt;/li&gt;
&lt;li&gt;For an interactive workflow to create and assign tickets to specific users, the workflow is the first of many steps to target a new customer base, so while it is an early stage feature it is also crucial for the business strategy. As a result, you plan to deliver a task, a concept, and end-to-end example about the feature. As a lower priority, but planned to align with a marketing launch, you can add tutorials and extra screenshots.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;I recommend a similar strategy for building out &lt;a href=&#34;https://thisisimportant.net/posts/from-nothing-to-something-with-minimum-viable-documentation/&#34;&gt;minimum-viable documentation&lt;/a&gt; for a product, and it is still relevant after you have a more full set of documentation to consider.&lt;/p&gt;
&lt;p&gt;Beyond considering your understanding of the business and its priorities, you can perform targeted research to inform your documentation plan with data.&lt;/p&gt;
&lt;h3 id=&#34;perform-research&#34;&gt;Perform research&lt;/h3&gt;
&lt;p&gt;Inform your plan for the medium-sized documentation updates by performing targeted research to identify what and how much to write. Your main objective is to know as much as you can about the feature — why it&amp;rsquo;s being built, who it&amp;rsquo;s for, how it works — to write the best content that you can.&lt;/p&gt;




&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Research&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;User research &lt;br/&gt; Product exploration &lt;br/&gt; Competitive analysis&lt;/div&gt;
&lt;/details&gt;

&lt;h4 id=&#34;user-research&#34;&gt;User research&lt;/h4&gt;
&lt;p&gt;To identify customer expectations to help identify what content to write, how much to write, and where to place it, perform user research.&lt;/p&gt;




&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Research&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;User research&lt;/div&gt;
&lt;/details&gt;

&lt;p&gt;Depending on your analytics capacity 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M160 144c0-79.5 64.5-144 144-144 8.8 0 16 7.2 16 16l0 152.2c15-5.3 31.2-8.2 48-8.2 79.5 0 144 64.5 144 144 0 8.8-7.2 16-16 16l-152.2 0c5.3 15 8.2 31.2 8.2 48 0 79.5-64.5 144-144 144-8.8 0-16-7.2-16-16l0-152.2c-15 5.3-31.2 8.2-48 8.2-79.5 0-144-64.5-144-144 0-8.8 7.2-16 16-16l152.2 0c-5.3-15-8.2-31.2-8.2-48zm96 144a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt;, user research might be formal interviews guided by a qualified user researcher, a short conversation with a specific customer that offered feedback about the product, a survey sent to existing customers, or notes taken by design or product leadership as part of the planning and development of the new feature.&lt;/p&gt;
&lt;p&gt;Rely on the user research available to you, if any, to inform your documentation plan:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Identify if the target audience of an interactive workflow is likely to be familiar with the relevant tasks involved, or whether it is very new, and therefore they&amp;rsquo;d want a detailed walkthrough.&lt;/li&gt;
&lt;li&gt;Identify preexisting mental models or customer expectations about dashboard widget capabilities that might be informed by the current dashboard widgets, or widgets available from popular competitors that your customers also use.&lt;/li&gt;
&lt;li&gt;Identify what key use cases and problems the new feature might resolve for customers.&lt;/li&gt;
&lt;li&gt;Define learning outcomes for your content informed by key use cases, such as &amp;ldquo;Can successfully add a spiral image to the dashboard widget&amp;rdquo;.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;You can use the audience understanding that you build through user research to define details of a task or conceptual introduction to provide for a given feature.&lt;/p&gt;
&lt;p&gt;For example, with a new dashboard widget that animates images in a repeating pattern, determine if there are specific customer use cases that led to the development of this widget. Perhaps a hypnosis service company has agreed to purchase your product if this widget is built, so it only has one key use case, but it is a critical one. Additional research and discussions with the product management and design teams reveal that they expect the widget to also be useful to customers nostalgic for Geocities website design and targeting the retro web market.&lt;/p&gt;
&lt;p&gt;In addition to user research, you must explore the product itself (if possible).&lt;/p&gt;
&lt;h4 id=&#34;product-research&#34;&gt;Product research&lt;/h4&gt;
&lt;p&gt;Product research is a data gathering exercise 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt;, and it&amp;rsquo;s one that we&amp;rsquo;re intimately familiar with as technical writers. No matter what your analytics capacity is 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M160 144c0-79.5 64.5-144 144-144 8.8 0 16 7.2 16 16l0 152.2c15-5.3 31.2-8.2 48-8.2 79.5 0 144 64.5 144 144 0 8.8-7.2 16-16 16l-152.2 0c5.3 15 8.2 31.2 8.2 48 0 79.5-64.5 144-144 144-8.8 0-16-7.2-16-16l0-152.2c-15 5.3-31.2 8.2-48 8.2-79.5 0-144-64.5-144-144 0-8.8 7.2-16 16-16l152.2 0c-5.3-15-8.2-31.2-8.2-48zm96 144a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt;, you can explore the product and your documentation as a data collection exercise to plan the shape of your project work.&lt;/p&gt;
&lt;p&gt;When you perform product research, you can experiment directly with the product, if you have access (and it&amp;rsquo;s complete enough to do so), you can explore the code directly, or use AI agents as a data gathering tool to either answer specific questions about the product or identify relevant sections of the code to read and review yourself.&lt;/p&gt;
&lt;p&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M352 0c0-17.7-14.3-32-32-32S288-17.7 288 0l0 64-96 0c-53 0-96 43-96 96l0 224c0 53 43 96 96 96l256 0c53 0 96-43 96-96l0-224c0-53-43-96-96-96l-96 0 0-64zM160 368c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zm120 0c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zm120 0c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zM224 176a48 48 0 1 1 0 96 48 48 0 1 1 0-96zm144 48a48 48 0 1 1 96 0 48 48 0 1 1 -96 0zM64 224c0-17.7-14.3-32-32-32S0 206.3 0 224l0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96zm544-32c-17.7 0-32 14.3-32 32l0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96c0-17.7-14.3-32-32-32z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Using AI tools for research can risk introducing inaccurate content and assumptions, so if you use AI-based tools for code-answerable questions, prompt the tool to cite specific files (and check its work), include reminders about feature flags or other gates that might affect feature visibility, and verify any claims about the user interface with independent in-product explorations if possible. Consider standardizing guidance in a shared skill.&lt;/p&gt;
&lt;p&gt;When you perform product research, especially for a medium-sized project for net-new functionality, collect as much data as you can about the new feature, especially how it works:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;What is changing?&lt;/li&gt;
&lt;li&gt;What is being built?&lt;/li&gt;
&lt;li&gt;How complex is the feature?&lt;/li&gt;
&lt;li&gt;What is the entry point?&lt;/li&gt;
&lt;li&gt;Is the feature being added to an existing part of the product, or a new location?&lt;/li&gt;
&lt;li&gt;How easy is the feature to use?&lt;/li&gt;
&lt;li&gt;Are there missing steps or confusing workflows?&lt;/li&gt;
&lt;/ul&gt;




&lt;div class=&#34;callout callout-note&#34;&gt;
  &lt;div class=&#34;callout-header&#34;&gt;
    
      &lt;span class=&#34;callout-icon&#34;&gt;
        
          &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M464 256a208 208 0 1 0 -416 0 208 208 0 1 0 416 0zM0 256a256 256 0 1 1 512 0 256 256 0 1 1 -512 0zm306.7 69.1L162.4 380.6c-19.4 7.5-38.5-11.6-31-31l55.5-144.3c3.3-8.5 9.9-15.1 18.4-18.4l144.3-55.5c19.4-7.5 38.5 11.6 31 31L325.1 306.7c-3.3 8.5-9.9 15.1-18.4 18.4zM288 256a32 32 0 1 0 -64 0 32 32 0 1 0 64 0z&#34;/&gt;&lt;/svg&gt;
        
      &lt;/span&gt;
    
    &lt;div class=&#34;callout-title&#34;&gt;The value of a strategic product advocate&lt;/div&gt;
  &lt;/div&gt;
  Identifying issues like confusing product design or opportunities for alignment with preexisting product features in the planning stage is valuable so that you can give feedback about the design or implementation. As a customer advocate, you can make your strategic value as a technical writer clear.
&lt;/div&gt;
&lt;p&gt;Use this research to establish the scope of the feature that you plan to document. For a complex feature like a new authentication method for the product or anything that involves an integration with an Amazon product, writing documentation can take more effort. A simple feature, such as the tenth type of dashboard widget that has been added to the product, can be more straightforward to document.&lt;/p&gt;
&lt;p&gt;Defining the scope of the project is an iterative and interrogative process. Don&amp;rsquo;t take the initial scope that you discover as the planned forever scope. As feature development progresses, the scope of the feature can change. What you initially discovered at the start of your research might be an incomplete scope.&lt;/p&gt;
&lt;p&gt;These planning and research tasks share some similarities with those that you&amp;rsquo;d perform for a &lt;a href=&#34;https://thisisimportant.net/posts/data-informed-docs-large/&#34;&gt;large project&lt;/a&gt;, but they&amp;rsquo;re different for the feature. In a medium-sized project, where you&amp;rsquo;re documenting something like a new dashboard widget, there might be more design planning and definition of the future state of the content. The future state planning is present in a large project, and more elaborate due to size, but often more constrained by existing content or project scale. With a medium-sized project, you&amp;rsquo;re limited mostly by time and priority of the project—namely, what else you&amp;rsquo;re doing at the same time.&lt;/p&gt;
&lt;h4 id=&#34;competitive-analysis&#34;&gt;Competitive analysis&lt;/h4&gt;
&lt;p&gt;For a medium-sized documentation project, it sometimes makes sense to perform a small amount of competitive analysis to gather data to inform your documentation plan.&lt;/p&gt;




&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Research&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Competitive analysis&lt;/div&gt;
&lt;/details&gt;

&lt;p&gt;By performing a review of competitor documentation for similar features on the market, you can determine and validate use cases guiding feature development. This kind of review can also help you identify if there are interesting or relevant ways that competitors document the same kind of functionality. Maybe you want to borrow something from their content design, or identify a pattern that you want to avoid.&lt;/p&gt;
&lt;p&gt;A competitive review can also help you understand what terminology customers might be familiar with, identifying keywords that you might want to include when writing your content.&lt;/p&gt;
&lt;p&gt;Keep a competitive analysis short and contained for a medium-sized project, limiting it to validation and discovery.&lt;/p&gt;
&lt;p&gt;It might be tempting to use AI tools for a quick competitive analysis 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M352 0c0-17.7-14.3-32-32-32S288-17.7 288 0l0 64-96 0c-53 0-96 43-96 96l0 224c0 53 43 96 96 96l256 0c53 0 96-43 96-96l0-224c0-53-43-96-96-96l-96 0 0-64zM160 368c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zm120 0c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zm120 0c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zM224 176a48 48 0 1 1 0 96 48 48 0 1 1 0-96zm144 48a48 48 0 1 1 96 0 48 48 0 1 1 -96 0zM64 224c0-17.7-14.3-32-32-32S0 206.3 0 224l0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96zm544-32c-17.7 0-32 14.3-32 32l0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96c0-17.7-14.3-32-32-32z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt;, but I&amp;rsquo;d caution against relying fully on AI output for this research task. AI tools retrieve content according to what you prompt, thus making organic discovery of content display tactics less likely. It&amp;rsquo;s a best practice to review the cited sources manually to validate relevance and accuracy, so while you might use AI tools to identify relevant pages in competitor documentation, review the content yourself for relevant patterns and insights.&lt;/p&gt;
&lt;p&gt;After performing different kinds of research yourself, you can review other qualitative data sources available to you for some additional planning context.&lt;/p&gt;
&lt;h3 id=&#34;examine-customer-data&#34;&gt;Examine customer data&lt;/h3&gt;
&lt;p&gt;If you don&amp;rsquo;t have much opportunity to perform user research, or if you have a limited understanding of the business, you might want to review different qualitative data sources available to you.&lt;/p&gt;




&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Customer submissions&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Feature requests &lt;br/&gt; Customer success call transcripts &lt;br/&gt; GitHub issues or PRs &lt;br/&gt; Search terms &lt;br/&gt; Product reviews &lt;br/&gt; Community forum posts&lt;/div&gt;
&lt;/details&gt;

&lt;p&gt;Customer submissions can be a revealing data source for use cases, terminology, conceptual mental models, and expectations, all of which are valuable for informing your documentation plan.&lt;/p&gt;
&lt;p&gt;With data sources like feature requests, product reviews, or call transcripts with internal folks and customers, you can gather information about how customers talk about the new interactive workflow being developed, or the exciting new dashboard widget.&lt;/p&gt;
&lt;p&gt;For example, based on customer feature requests in support cases and GitHub issues, as well as customer success call transcripts, you recognize that customers are concerned about the performance of dashboard widgets, which is unclear for most widgets. As a result, you can add an item to your documentation plan to test and provide details about the performance of the new dashboard widget that animates a repeating image.&lt;/p&gt;
&lt;p&gt;You might not be able to prioritize that type of content for an early-stage, low priority feature, but by using data to inform your plan, you&amp;rsquo;re going beyond the basics of &amp;ldquo;document the feature&amp;rdquo; and instead being more strategic, planning to deliver more practical and relevant content to users.&lt;/p&gt;
&lt;p&gt;A risk with these data analysis phases, compiling business understanding and user research with customer-submitted data, is that you weight internal assumptions and plans for product positioning more heavily than your findings from user research and customer data. Just because your organization wants something to be true and wants your customers to understand something about the new feature based on the planned marketing and product positioning, doesn&amp;rsquo;t mean that they will. You need to understand the customer&amp;rsquo;s mental model and preexisting expectations to write effective content — and that can require more effortful research and data analysis.&lt;/p&gt;
&lt;h3 id=&#34;use-data-to-define-what-to-write-and-where-to-place-it&#34;&gt;Use data to define what to write and where to place it&lt;/h3&gt;
&lt;p&gt;After you use your expertise, research, and review of customer-submitted data to define the scope and identify customer expectations, use that information to plan what to write, how much to write, and where to place it.&lt;/p&gt;
&lt;p&gt;For example, identify the type of content to write based on the feature:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;An interactive workflow to create and assign tickets to specific users might require you to write a task, a use case, and requirements.&lt;/li&gt;
&lt;li&gt;The new dashboard widget might require you to write a task for how to add the widget, a reference for the available widget settings, and an example use case for the widget.&lt;/li&gt;
&lt;li&gt;A new SQL function might require you to write a reference topic about the arguments and output, as well as several examples of the function in use.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;For the content to be findable, you must identify where people (and AI agents) might look for information about the functionality. For example:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Content about an interactive workflow to create and assign tickets to specific users might be placed by existing triage and assign workflows, or organized with other content targeting the same audience.&lt;/li&gt;
&lt;li&gt;Content about a new type of widget that can be added to a dashboard might be placed by other widget docs and added to a parent reference list of available widgets.&lt;/li&gt;
&lt;li&gt;A new SQL function might be placed with similar types of functions, or even organized with the name of a competitor&amp;rsquo;s SQL function as an alias in the navigation to improve findability.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;To take a data-informed approach, you can use the following data sources to plan how to structure the content and where to place the content:&lt;/p&gt;

&lt;div class=&#34;data-sources&#34; role=&#34;group&#34; aria-label=&#34;Data sources referenced in this section&#34;&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M271.9 20.2c-9.8-5.6-21.9-5.6-31.8 0l-224 128c-12.6 7.2-18.8 22-15.1 36S17.5 208 32 208l32 0 0 208 0 0-51.2 38.4C4.7 460.4 0 469.9 0 480 0 497.7 14.3 512 32 512l448 0c17.7 0 32-14.3 32-32 0-10.1-4.7-19.6-12.8-25.6l-51.2-38.4 0-208 32 0c14.5 0 27.2-9.8 30.9-23.8s-2.5-28.8-15.1-36l-224-128zM400 208l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zM256 96a32 32 0 1 1 0 64 32 32 0 1 1 0-64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Expertise&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Business understanding&lt;/div&gt;
&lt;/details&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Research&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Product exploration &lt;br/&gt; Documentation exploration &lt;br/&gt; Competitive analysis&lt;/div&gt;
&lt;/details&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Customer submissions&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Search terms &lt;br/&gt;AI chatbot conversations &lt;br/&gt;Feature requests &lt;br/&gt;Community forum&lt;/div&gt;
&lt;/details&gt;





&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;System&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Documentation metadata&lt;/div&gt;
&lt;/details&gt;


&lt;/div&gt;

&lt;p&gt;Most of these data sources are qualitative. Because you&amp;rsquo;re writing something new, you want to identify existing patterns and mental models that might exist in the industry, but otherwise you&amp;rsquo;re largely relying on your expertise and understanding of the customer and business, plus research about the existing documentation content and new product feature when deciding where to place the new content.&lt;/p&gt;
&lt;p&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M160 144c0-79.5 64.5-144 144-144 8.8 0 16 7.2 16 16l0 152.2c15-5.3 31.2-8.2 48-8.2 79.5 0 144 64.5 144 144 0 8.8-7.2 16-16 16l-152.2 0c5.3 15 8.2 31.2 8.2 48 0 79.5-64.5 144-144 144-8.8 0-16-7.2-16-16l0-152.2c-15 5.3-31.2 8.2-48 8.2-79.5 0-144-64.5-144-144 0-8.8 7.2-16 16-16l152.2 0c-5.3-15-8.2-31.2-8.2-48zm96 144a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; You don&amp;rsquo;t need to use all of these sources to help inform your key content decisions. Use the approach that makes sense, given what you can do easily, quickly, or effectively based on your available tooling and analytics capacity.&lt;/p&gt;
&lt;p&gt;For example, to guide the following key content decisions as you define your plan of what to write, you can use the following data sources and analysis questions:&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th&gt;Key content decisions&lt;/th&gt;
&lt;th&gt;Questions to ask of the data&lt;/th&gt;
&lt;th&gt;Data source&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;What should I name the topics? What keywords should I mention in the opening of the topics?&lt;/td&gt;
&lt;td&gt;What terms do customers use today when looking for information about this? Are there unsuccessful searches for this concept already?&lt;/td&gt;
&lt;td&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Search terms&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;How should I frame the topic? What keywords should I mention throughout the topic? What terms should I make sure to use consistently? What use cases should I use for examples? What mental models should I make more explicit?&lt;/td&gt;
&lt;td&gt;What questions do people ask of an AI chatbot? What terms do they use when looking for information about the subject that you&amp;rsquo;re documenting? Are there questions with made up responses in the AI chatbot conversation data?&lt;/td&gt;
&lt;td&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; AI chatbot conversations&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;What use cases should I use for examples?&lt;/td&gt;
&lt;td&gt;Have customers asked for this functionality? What reasoning do they provide?&lt;/td&gt;
&lt;td&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Feature requests&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;What other features should I mention to disambiguate the jobs-to-be-done for the feature?&lt;/td&gt;
&lt;td&gt;What use cases are customers trying to accomplish already that this feature could address?&lt;/td&gt;
&lt;td&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Community forum&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;What information should I include in the introduction? What use cases should I use for examples?&lt;/td&gt;
&lt;td&gt;Why is this feature being built? Why now? What gap in the market does this feature fill?&lt;/td&gt;
&lt;td&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M271.9 20.2c-9.8-5.6-21.9-5.6-31.8 0l-224 128c-12.6 7.2-18.8 22-15.1 36S17.5 208 32 208l32 0 0 208 0 0-51.2 38.4C4.7 460.4 0 469.9 0 480 0 497.7 14.3 512 32 512l448 0c17.7 0 32-14.3 32-32 0-10.1-4.7-19.6-12.8-25.6l-51.2-38.4 0-208 32 0c14.5 0 27.2-9.8 30.9-23.8s-2.5-28.8-15.1-36l-224-128zM400 208l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zM256 96a32 32 0 1 1 0 64 32 32 0 1 1 0-64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Business understanding&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;How should I structure my content? What terms should I use in my content to improve findability&lt;/td&gt;
&lt;td&gt;What content do competitors have about similar functionality? What information do they provide?&lt;/td&gt;
&lt;td&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Competitive analysis&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;p&gt;Your documentation explorations can help you understand how and whether similar, but different, functionality is documented for your customers. That research can guide how much content design work you need to do in deciding how to document the new dashboard widget, as well as identifying what patterns your customers might expect from your dashboard documentation content.&lt;/p&gt;
&lt;p&gt;To help identify where to place the new page in the navigation and information architecture, answer the following questions:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M271.9 20.2c-9.8-5.6-21.9-5.6-31.8 0l-224 128c-12.6 7.2-18.8 22-15.1 36S17.5 208 32 208l32 0 0 208 0 0-51.2 38.4C4.7 460.4 0 469.9 0 480 0 497.7 14.3 512 32 512l448 0c17.7 0 32-14.3 32-32 0-10.1-4.7-19.6-12.8-25.6l-51.2-38.4 0-208 32 0c14.5 0 27.2-9.8 30.9-23.8s-2.5-28.8-15.1-36l-224-128zM400 208l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zM256 96a32 32 0 1 1 0 64 32 32 0 1 1 0-64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; How is the company positioning the new feature or functionality? Is there similar or existing functionality that is positioned in the same category?&lt;/li&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; What sections exist in your information architecture today? What architectures are possible with your tooling?&lt;/li&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Where do competitors place documentation about similar functionality, if it exists?&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;To help you assess page structure, answer the following questions:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Where do people searching for information about this functionality end up today? What terms do they use?&lt;/li&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; How long are the existing pages about a feature? Consider using page length as one indicator to help you decide whether to write a new page or update existing ones, in addition to content type.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;At this point in your medium-sized documentation project, you have a detailed plan outlining customer expectations, project scope, and a sense for what content to write, how to structure it, and where to place it.&lt;/p&gt;
&lt;p&gt;Your next step is to write the content.&lt;/p&gt;
&lt;h2 id=&#34;write-a-medium-sized-documentation-project&#34;&gt;Write a medium-sized documentation project&lt;/h2&gt;
&lt;p&gt;The writing process is where you focus on delivering on your data-informed plan — both writing the content itself and placing it in the designed structure. Planning and writing are intertwined, so as you continue using the product to draft your task, you continue reevaluating the scope and updating your plan for what to write and how.&lt;/p&gt;
&lt;p&gt;For example, start drafting a task outlining how to add the widget to a dashboard, featuring an example that combines with widget with another widget type, as well as a reference topic outlining the formatting options available for the widget. As you build an example dashboard to support your content about the new widget type, you might discover a missing setting that won&amp;rsquo;t be added in time for the release, so you write a note about it, updating your plan and your content in tandem.&lt;/p&gt;
&lt;p&gt;Before AI-enabled writing workflows were common, writing was the stage where using data to inform your process was the least relevant, but that&amp;rsquo;s no longer true. 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M352 0c0-17.7-14.3-32-32-32S288-17.7 288 0l0 64-96 0c-53 0-96 43-96 96l0 224c0 53 43 96 96 96l256 0c53 0 96-43 96-96l0-224c0-53-43-96-96-96l-96 0 0-64zM160 368c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zm120 0c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zm120 0c0-13.3 10.7-24 24-24l32 0c13.3 0 24 10.7 24 24s-10.7 24-24 24l-32 0c-13.3 0-24-10.7-24-24zM224 176a48 48 0 1 1 0 96 48 48 0 1 1 0-96zm144 48a48 48 0 1 1 96 0 48 48 0 1 1 -96 0zM64 224c0-17.7-14.3-32-32-32S0 206.3 0 224l0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96zm544-32c-17.7 0-32 14.3-32 32l0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96c0-17.7-14.3-32-32-32z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; If you draft content with AI agents in the loop, you can use the data from your planning stage as part of the context that you provide when creating a draft. For example, provide the specific use cases that the widget was designed to support, the terms used by customers and internal folks when describing the functionality, as well as references to existing similar pages to align structure and style of the content with existing dashboard widget task and reference pages.&lt;/p&gt;
&lt;p&gt;If you don&amp;rsquo;t use AI in your writing workflow, you can still use the data sources and metrics that you reviewed during the planning process to inform your writing process, especially to validate assumptions about the right approach to take during the writing process:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;As you write examples, consider the customer use cases to assess the relevance of the examples.&lt;/li&gt;
&lt;li&gt;As you write headers, titles, and introductions for pages, review the customer search terms and keywords used internally to describe the feature to evaluate the discoverability of the content and the consistency of your language.&lt;/li&gt;
&lt;li&gt;As you structure the content, evaluate if you&amp;rsquo;re matching the format of existing similar content types, or intentionally deviating.&lt;/li&gt;
&lt;/ul&gt;




&lt;div class=&#34;callout callout-note&#34;&gt;
  &lt;div class=&#34;callout-header&#34;&gt;
    
      &lt;span class=&#34;callout-icon&#34;&gt;
        
          &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M256.4 0c-17.7 0-32 14.3-32 32l0 32-160 0c-17.7 0-32 14.3-32 32l0 64c0 17.7 14.3 32 32 32l160 0 0 64-153.4 0c-4.2 0-8.3 1.7-11.3 4.7l-48 48c-6.2 6.2-6.2 16.4 0 22.6l48 48c3 3 7.1 4.7 11.3 4.7l153.4 0 0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96 160 0c17.7 0 32-14.3 32-32l0-64c0-17.7-14.3-32-32-32l-160 0 0-64 153.4 0c4.2 0 8.3-1.7 11.3-4.7l48-48c6.2-6.2 6.2-16.4 0-22.6l-48-48c-3-3-7.1-4.7-11.3-4.7l-153.4 0 0-32c0-17.7-14.3-32-32-32z&#34;/&gt;&lt;/svg&gt;
        
      &lt;/span&gt;
    
    &lt;div class=&#34;callout-title&#34;&gt;Decide whether to add screenshots&lt;/div&gt;
  &lt;/div&gt;
  &lt;p&gt;When you plan new content, you can use data to help you decide: &lt;a href=&#34;https://thisisimportant.net/posts/screenshots-in-documentation/&#34;&gt;Should you add screenshots to documentation?&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;Screenshots are most helpful when they are relevant to the readers and useful for the context of the documentation. How do you evaluate that? With data!&lt;/p&gt;
&lt;p&gt;For example, when adding documentation about a new dashboard widget that animates images in a repeating pattern:&lt;/p&gt;
&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Use on audience research:
&lt;ul&gt;
&lt;li&gt;Is this widget concept totally new to them?&lt;/li&gt;
&lt;li&gt;Do they know how dashboard widgets generally work?&lt;/li&gt;
&lt;li&gt;Are they familiar with a different configuration UI for widgets?&lt;/li&gt;
&lt;/ul&gt;
&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M416 208c0 45.9-14.9 88.3-40 122.7L502.6 457.4c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L330.7 376C296.3 401.1 253.9 416 208 416 93.1 416 0 322.9 0 208S93.1 0 208 0 416 93.1 416 208zM208 352a144 144 0 1 0 0-288 144 144 0 1 0 0 288z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Use product and documentation research:
&lt;ul&gt;
&lt;li&gt;Is the widget setup design confusing?&lt;/li&gt;
&lt;li&gt;Are you providing a reference, task, or example topic?&lt;/li&gt;
&lt;li&gt;What is the goal and learning objectives of the topic?&lt;/li&gt;
&lt;li&gt;Do similar topics have screenshots?&lt;/li&gt;
&lt;/ul&gt;
&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M271.9 20.2c-9.8-5.6-21.9-5.6-31.8 0l-224 128c-12.6 7.2-18.8 22-15.1 36S17.5 208 32 208l32 0 0 208 0 0-51.2 38.4C4.7 460.4 0 469.9 0 480 0 497.7 14.3 512 32 512l448 0c17.7 0 32-14.3 32-32 0-10.1-4.7-19.6-12.8-25.6l-51.2-38.4 0-208 32 0c14.5 0 27.2-9.8 30.9-23.8s-2.5-28.8-15.1-36l-224-128zM400 208l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zm-112 0l0 208-64 0 0-208 64 0zM256 96a32 32 0 1 1 0 64 32 32 0 1 1 0-64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Use your business understanding:
&lt;ul&gt;
&lt;li&gt;What resources exist to help you maintain the screenshots?&lt;/li&gt;
&lt;li&gt;Can you automate the screenshots with the tools available to you?&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;In this case, you might recognize that a new dashboard widget that animates images in a repeating pattern is a new concept for many readers, so adding a screenshot of how the widget looks when fully configured to the task documentation to illustrate an example can help support the business value of the feature.&lt;/p&gt;
&lt;p&gt;If you have a higher analytics capacity, you can use additional data sources to validate the decision to add one screenshot.&lt;/p&gt;
&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Review page quality feedback for dashboard widgets:
&lt;ul&gt;
&lt;li&gt;Are people requesting more screenshots?&lt;/li&gt;
&lt;li&gt;Do topics with screenshots get more or less page quality feedback?&lt;/li&gt;
&lt;/ul&gt;
&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Review website analytics for dashboard widget pages:
&lt;ul&gt;
&lt;li&gt;Compare the page views and referrer traffic for a high quality dashboard widget topic with screenshots to one without screenshots.&lt;/li&gt;
&lt;li&gt;Compare the click activity on the similar pages, do users click or hover over the screenshots on the page with screenshots?&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;With a data-informed understanding of the product, your audience, your business capabilities, and current user activity, you can make a sustainable decision about screenshots.&lt;/p&gt;

&lt;/div&gt;
&lt;p&gt;You&amp;rsquo;ll likely redo some product research as part of the writing and revision process, because the product has likely changed since you started planning and writing. For example, check the product to validate the accuracy of your documentation draft, ensuring that you reference accurate UI strings and navigation paths, as well as relevant option and parameter names for API workflows.&lt;/p&gt;
&lt;p&gt;After you write, revise, and publish your medium-sized documentation project, it&amp;rsquo;s time to evaluate it.&lt;/p&gt;
&lt;h2 id=&#34;evaluate-medium-sized-documentation-changes&#34;&gt;Evaluate medium-sized documentation changes&lt;/h2&gt;
&lt;p&gt;Were the docs useful to your customers? Are they accessing the docs? Are they asking questions answered in them and are the docs helping to answer? These are key questions to consider when evaluating medium-sized documentation changes.&lt;/p&gt;
&lt;p&gt;When you add content about a new feature, there isn&amp;rsquo;t a baseline to compare against, but you can still evaluate what you produced.&lt;/p&gt;
&lt;p&gt;First identify if you hit the most basic goal of delivering self-service support that is clear, useful, and relevant to your users.&lt;/p&gt;
&lt;p&gt;One good signal can be the volume of internal questions. Oftentimes, the first readers of documentation about a new feature are the sales and support folks that are trying to understand it on behalf of customers that they&amp;rsquo;re helping, or prospects that they&amp;rsquo;re pitching. If you don&amp;rsquo;t see that many questions, or if the vast majority of questions can be easily answered with a link to the documentation, that&amp;rsquo;s a good initial signal that your documentation is useful and relevant.&lt;/p&gt;
&lt;p&gt;However, the internal customers are not your primary audience, so you also want to evaluate more customer-specific metrics.&lt;/p&gt;
&lt;h3 id=&#34;short-term-evaluation&#34;&gt;Short-term evaluation&lt;/h3&gt;
&lt;p&gt;In the short term after the release, monitor support cases and chat volume, product bugs and GitHub issue reports, and search queries to identify missed opportunities in the content or validate successes. Medium-sized documentation changes, or any changes to support a new feature, are perhaps the only changes for which you can do some preliminary evaluation immediately after a release.&lt;/p&gt;
&lt;p&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M160 144c0-79.5 64.5-144 144-144 8.8 0 16 7.2 16 16l0 152.2c15-5.3 31.2-8.2 48-8.2 79.5 0 144 64.5 144 144 0 8.8-7.2 16-16 16l-152.2 0c5.3 15 8.2 31.2 8.2 48 0 79.5-64.5 144-144 144-8.8 0-16-7.2-16-16l0-152.2c-15 5.3-31.2 8.2-48 8.2-79.5 0-144-64.5-144-144 0-8.8 7.2-16 16-16l152.2 0c-5.3-15-8.2-31.2-8.2-48zm96 144a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; What you can evaluate, how effectively, easily, and coherently, depends on your analytics capacity. The higher your capacity, the easier it is to evaluate quantitative metrics like feature adoption, documentation page views, and support case volume together on a graph and evaluate correlations against baseline usage. If you have a lower analytics capacity, you might not have a quantitative baseline, or one that you can make much sense of to help you evaluate this medium-sized change. In that case, you can &lt;a href=&#34;#consider-qualitative-sources&#34;&gt;use a more qualitative approach&lt;/a&gt; to evaluating your success in the short term.&lt;/p&gt;
&lt;h4 id=&#34;correlate-quantitative-metrics&#34;&gt;Correlate quantitative metrics&lt;/h4&gt;
&lt;p&gt;After a release, you&amp;rsquo;re likely to see different post-release correlations across those three quantitative metrics:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Product telemetry&lt;/li&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Support case volume&lt;/li&gt;
&lt;li&gt;



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt; Website analytics&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-eval-med-changes.png&#34; alt=&#34;Four line charts labeled Different release patterns, with chart A having product usage, documentation page views, and support cases all trending upward at roughly the same slope, chart B having product usage go up with a downslope after a time, then up again, with documentation page views and support cases both trending upward. Chart C shows support cases going down while product usage and docs page views both go up. Chart D shows product usage, docs page views, and support cases all stay flat.&#34;&gt;&lt;/p&gt;
&lt;p&gt;For example, for a new dashboard widget that animates images in a repeating pattern, if a lot of customers were waiting for it and closely followed the release notes, you might see both feature usage and documentation page views for the new pages increase after the release, such as in charts A, B, or C.&lt;/p&gt;
&lt;p&gt;If the release was not hotly anticipated or perhaps is for a feature that was already broadly available and just reaching general availability, you might see a pattern like chart D in a short term evaluation. Compared to the product usage metrics generally, feature usage didn&amp;rsquo;t increase — not much has changed compared to before the release.&lt;/p&gt;
&lt;p&gt;&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-eval-med-change-d.png&#34; alt=&#34;Illustration of chart D showing product usage, documentation page views, and support cases all staying flat after the feature release.&#34;&gt;&lt;/p&gt;
&lt;p&gt;For a feature with immediate adoption, you can evaluate the short term success of your documentation by assessing the trend of the documentation usage and support case volume for pages and cases related to the new feature.&lt;/p&gt;
&lt;p&gt;&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-eval-med-change-a.png&#34; alt=&#34;Illustration of chart A showing product usage, documentation page views, and support cases all trending upward at roughly the same slope.&#34;&gt;&lt;/p&gt;
&lt;p&gt;For chart A, assuming a feature going from private preview to public preview, people are using both the newly public feature and its documentation, but still confused enough to contact support with roughly the same relative frequency as when the feature was available only to select customers privately.&lt;/p&gt;
&lt;p&gt;&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-eval-med-change-b.png&#34; alt=&#34;Illustration of chart B showing product usage go up with a brief downslope before trending up again, with documentation page views and support cases both trending upward&#34;&gt;&lt;/p&gt;
&lt;p&gt;For chart B, people are using the feature and its documentation, but a brief dropoff in feature usage could indicate a lack of success with the feature. The continued documentation and support usage likely indicate confusion with the feature that probably isn&amp;rsquo;t fully resolved by the documentation. If the dropoff was due to a seasonal holiday, you&amp;rsquo;d expect to see usage of all three metrics go down at the same time, which is why it&amp;rsquo;s important to review the metrics together.&lt;/p&gt;
&lt;p&gt;&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-eval-med-change-c.png&#34; alt=&#34;Illustration of chart C showing support cases going down while product usage and documentation page views both go up, erratically.&#34;&gt;&lt;/p&gt;
&lt;p&gt;For chart C, the usage is a bit noisier in the data, but it&amp;rsquo;s generally a good signal for product usage and documentation usage to go up while support cases either stay flat or go down, indicating that folks are using the product generally successfully with help from the documentation as needed, without needing to contact support for much help. You can also perform a spot review of support cases before the feature was widely available and after, to determine whether the higher volume was customers asking about the availability of the feature or asking for help with it.&lt;/p&gt;
&lt;p&gt;I recommend looking at all three metrics together. If you look only at documentation page views (as a way to proxy usage of the documentation pages that you added) you might draw misguided conclusions about the documentation usage.&lt;/p&gt;
&lt;p&gt;For example, if your new dashboard widget documentation has very few page views, you might think it&amp;rsquo;s not useful. But if feature usage for the new widget is also very low, that indicates that the low documentation usage is likely unrelated to your content.&lt;/p&gt;
&lt;p&gt;Instead, something else could be happening. If the feature wasn&amp;rsquo;t announced, or doesn&amp;rsquo;t address a gap in the product felt by a large segment of the product audience, product adoption might be slow. Discoverability of the feature itself influences interactions with your documentation, especially in the short term.&lt;/p&gt;
&lt;p&gt;If the only data you have access to is documentation page view data, you can reliably use it to evaluate &lt;em&gt;awareness&lt;/em&gt; of the feature, but not usage or success.&lt;/p&gt;
&lt;p&gt;Even if you don&amp;rsquo;t have only sparse and statistically insignificant quantitative data, it can still be useful for decision-making and informing your documentation practice. Bob Watson elaborates in his post: &lt;a href=&#34;https://docsbydesign.com/2022/01/15/if-its-not-statistically-significant-is-it-useful/&#34;&gt;If it’s not statistically significant, is it useful?&lt;/a&gt;.&lt;/p&gt;
&lt;h4 id=&#34;consider-qualitative-sources&#34;&gt;Consider qualitative sources&lt;/h4&gt;
&lt;p&gt;Beyond correlating three quantitative metrics together, you can assess more qualitative data sources to attempt to extract more intent-rich insights. For example:&lt;/p&gt;




&lt;details class=&#34;data-source&#34;&gt;
  &lt;summary&gt;
    &lt;span class=&#34;data-source-icon&#34; aria-hidden=&#34;true&#34;&gt;
      
        &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M0 240c0 54.4 19.3 104.6 51.9 144.9L3.1 474.3c-2 3.7-3.1 7.9-3.1 12.2 0 14.1 11.4 25.5 25.5 25.5 4 0 7.8-.6 11.5-2.1L153.4 460c31.4 12.9 66.1 20 102.6 20 141.4 0 256-107.5 256-240S397.4 0 256 0 0 107.5 0 240zM94 407.9c9.3-17.1 7.4-38.1-4.8-53.2-26.1-32.3-41.2-71.9-41.2-114.7 0-103.2 90.2-192 208-192s208 88.8 208 192-90.2 192-208 192c-30.2 0-58.7-5.9-84.3-16.4-11.9-4.9-25.3-4.8-37.1 .3L76 440.9 94 407.9zM144 272a32 32 0 1 0 0-64 32 32 0 1 0 0 64zm144-32a32 32 0 1 0 -64 0 32 32 0 1 0 64 0zm80 32a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
      
    &lt;/span&gt;
    &lt;span class=&#34;data-source-label&#34;&gt;Customer submissions&lt;/span&gt;
  &lt;/summary&gt;
  &lt;div class=&#34;data-source-detail&#34;&gt;Support cases &lt;br/&gt; Product bugs &lt;br/&gt; GitHub issues and PRs &lt;br/&gt; AI chatbot conversations &lt;br/&gt; Search terms&lt;/div&gt;
&lt;/details&gt;

&lt;p&gt;You don&amp;rsquo;t need to review every data source in this list, and you don&amp;rsquo;t need to review all content from each source. Reviewing a sample of just one qualitative source, especially if you have a basic or growing analytics capacity, can give you some useful information.&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th style=&#34;text-align:left&#34;&gt;Data source&lt;/th&gt;
&lt;th style=&#34;text-align:left&#34;&gt;What to look for in the short term&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;Support cases&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Do you get cases confused about the new feature, or with questions not addressed by the documentation? Is there a pattern to the questions? Are the questions about the feature more complex than before, indicating that perhaps more basic questions have been addressed by your documentation?&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;GitHub issues and pull requests&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Do people open issues asking about functionality supported by the feature? Are there problems with its functionality for some customer deployments?&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;AI chatbot conversations&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Are relevant questions being answered more accurately? How are the evaluation scores for the new content?&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;Product bugs&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Are there any bugs with the feature discovered by customers or QA after the feature launched?  Do any of them necessitate documentation updates? (Like a limitation that was missing from the docs)&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;Search terms&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Do search terms about the issue find results? Are there fewer unsuccessful searches? Do you have a higher % of clicks on the page that you updated? Is search volume higher?&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;p&gt;GitHub issues, and especially pull requests from contributors, can be an indication of product usage even if you don&amp;rsquo;t collect or have access to product telemetry. However, there is a risk of relying on those as a signal without correlation from other channels of data. People file issues and contribute pull requests for functionality that they&amp;rsquo;re using and want to improve — but a lack of issues doesn&amp;rsquo;t mean a lack of usage for a product feature — it might be frequently used but satisfactory in its current state.&lt;/p&gt;
&lt;p&gt;Another assumption to avoid when analyzing product telemetry data (either directly or implicitly through product bugs and GitHub issues) is assuming that current and past usage patterns are indicative of future usage patterns by a customer. A customer testing and planning to roll out the new functionality to their user base looks different in the usage patterns than a fully scaled production workflow.&lt;/p&gt;
&lt;p&gt;To mitigate these risks, correlate any decisions or conclusions drawn from product telemetry alone with user research, either by talking directly to customers using the capability, or at least the internal stakeholders that work directly with those customers, such as Customer Success Managers or Professional Services teams.&lt;/p&gt;
&lt;p&gt;In some cases, you might want to perform a longer-term evaluation of the content you added for your medium-sized project.&lt;/p&gt;
&lt;h3 id=&#34;longer-term-evaluation&#34;&gt;Longer-term evaluation&lt;/h3&gt;
&lt;p&gt;If your product customer base is largely enterprise-sized organizations with slower adoption curves, or you&amp;rsquo;re attempting to assess documentation that supported a relatively low-key unannounced feature, a longer-term evaluation is more useful than a short-term data check.&lt;/p&gt;
&lt;p&gt;In these cases, you can use the time immediately after the release as a pseudo-baseline, and correlate product telemetry for the feature with documentation usage to evaluate any patterns 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 640 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M448 205.8c-14.8 9.8-31.8 17.7-49.5 24-47 16.8-108.7 26.2-174.5 26.2S96.4 246.5 49.5 229.8c-17.6-6.3-34.7-14.2-49.5-24L0 288c0 44.2 100.3 80 224 80s224-35.8 224-80l0-82.2zm0-77.8l0-48C448 35.8 347.7 0 224 0S0 35.8 0 80l0 48c0 44.2 100.3 80 224 80s224-35.8 224-80zM398.5 389.8C351.6 406.5 289.9 416 224 416S96.4 406.5 49.5 389.8c-17.6-6.3-34.7-14.2-49.5-24L0 432c0 44.2 100.3 80 224 80s224-35.8 224-80l0-66.2c-14.8 9.8-31.8 17.7-49.5 24z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt;.&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th style=&#34;text-align:left&#34;&gt;Data source&lt;/th&gt;
&lt;th style=&#34;text-align:left&#34;&gt;What to look for in the longer term&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;Website analytics&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;The page views and click interactions with the page, such as clicks on code samples or clicks to highlight text, increase. User sessions and referrer traffic indicate that the journeys to get to relevant information (the pages you created or updated) are shorter.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;&lt;strong&gt;Product telemetry&lt;/strong&gt;&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Evaluate documentation usage with product adoption data to determine if there is a correlation.&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;p&gt;For example, for readers using search or other pages to access information in your documentation, their paths might go from messy and convoluted session activity patterns:
&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-med-long-messy.png&#34; alt=&#34;Illustration of a search bar, with an arrow pointing to a section of a generic webpage labeled your documentation site, an arrow pointing from that page to another similarly labeled intro, to a third subsection on a similarly labeled page, back to the second section of the original page, then a terminating line emanates from the page, indicating a user gave up and left.&#34;&gt;&lt;/p&gt;
&lt;p&gt;To a more streamlined and simple approach where they land directly on a relevant page:
&lt;img src=&#34;https://thisisimportant.net/images/2026/09/did-med-short-sweet.png&#34; alt=&#34;Illustration of a search bar, with an arrow pointing to a generic webpage labeled your documentation site, with a terminating line emanating from the webpage.&#34;&gt;&lt;/p&gt;




&lt;div class=&#34;callout callout-note&#34;&gt;
  &lt;div class=&#34;callout-header&#34;&gt;
    
      &lt;span class=&#34;callout-icon&#34;&gt;
        
          &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M256.4 0c-17.7 0-32 14.3-32 32l0 32-160 0c-17.7 0-32 14.3-32 32l0 64c0 17.7 14.3 32 32 32l160 0 0 64-153.4 0c-4.2 0-8.3 1.7-11.3 4.7l-48 48c-6.2 6.2-6.2 16.4 0 22.6l48 48c3 3 7.1 4.7 11.3 4.7l153.4 0 0 96c0 17.7 14.3 32 32 32s32-14.3 32-32l0-96 160 0c17.7 0 32-14.3 32-32l0-64c0-17.7-14.3-32-32-32l-160 0 0-64 153.4 0c4.2 0 8.3-1.7 11.3-4.7l48-48c6.2-6.2 6.2-16.4 0-22.6l-48-48c-3-3-7.1-4.7-11.3-4.7l-153.4 0 0-32c0-17.7-14.3-32-32-32z&#34;/&gt;&lt;/svg&gt;
        
      &lt;/span&gt;
    
    &lt;div class=&#34;callout-title&#34;&gt;Interpreting session length depends on topic type&lt;/div&gt;
  &lt;/div&gt;
  &lt;p&gt;A shorter session length makes sense only in context of the documentation content.&lt;/p&gt;
&lt;p&gt;A short web browsing session on the documentation site could mean any of the following:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Someone got frustrated and left without finding the answer they sought.&lt;/li&gt;
&lt;li&gt;Someone found what they needed quickly and left to return to their task.&lt;/li&gt;
&lt;li&gt;Someone was mid-exploration and they got interrupted by a surprise software update restarting their computer.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;When attempting to interpret user session activity, compare a specific session against a baseline session length for similar topic types and audiences.&lt;/p&gt;
&lt;p&gt;Someone with a long documentation session, visiting conceptual pages, reference pages, and task pages in the same session might be frustrated trying to find a specific piece of information, or they might be learning and trying to understand the feature before they start using it.&lt;/p&gt;
&lt;p&gt;For example, if the topics are all about configuring authentication and provisioning new users, the session might be more likely to represent a thorough reader when compared to a similar session journey through dashboard documentation — but it might not be! &lt;strong&gt;Quantitative data cannot encode intent, only activity and volume.&lt;/strong&gt;&lt;/p&gt;

&lt;/div&gt;
&lt;h3 id=&#34;evaluate-different-pages-differently&#34;&gt;Evaluate different pages differently&lt;/h3&gt;
&lt;p&gt;If, due to your analytics capacity 



&lt;span class=&#34;icon-inline&#34; aria-hidden=&#34;true&#34;&gt;
  &lt;svg role=&#34;img&#34; aria-hidden=&#34;true&#34; xmlns=&#34;http://www.w3.org/2000/svg&#34; viewBox=&#34;0 0 512 512&#34;&gt;&lt;path fill=&#34;currentColor&#34; d=&#34;M160 144c0-79.5 64.5-144 144-144 8.8 0 16 7.2 16 16l0 152.2c15-5.3 31.2-8.2 48-8.2 79.5 0 144 64.5 144 144 0 8.8-7.2 16-16 16l-152.2 0c5.3 15 8.2 31.2 8.2 48 0 79.5-64.5 144-144 144-8.8 0-16-7.2-16-16l0-152.2c-15 5.3-31.2 8.2-48 8.2-79.5 0-144-64.5-144-144 0-8.8 7.2-16 16-16l152.2 0c-5.3-15-8.2-31.2-8.2-48zm96 144a32 32 0 1 0 0-64 32 32 0 1 0 0 64z&#34;/&gt;&lt;/svg&gt;
&lt;/span&gt;, you rely primarily on page view analytics to evaluate your medium-sized documentation changes, you must evaluate different page types differently. You cannot derive one single metric to define the success of every documentation page that you publish. Instead, you can evaluate specific pages.&lt;/p&gt;
&lt;p&gt;If you don&amp;rsquo;t know what the goal of a specific page is, you cannot evaluate its success.&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th style=&#34;text-align:left&#34;&gt;Page&lt;/th&gt;
&lt;th style=&#34;text-align:left&#34;&gt;Goal&lt;/th&gt;
&lt;th style=&#34;text-align:left&#34;&gt;Measurement&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Documentation homepage&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Attract customers from search results &lt;br/&gt;Direct customers to other pages&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Track sessions started from organic traffic &lt;br/&gt;Track on-page click volume and targets&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Task (How to do X, Create and manage Y)&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Help customers accomplish a task &lt;br/&gt; Provide instructions&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Track support case volume &lt;br/&gt; Track search term volume landing on this page&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Landing page&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Provide a conceptual overview of content &lt;br/&gt; Direct customers to other relevant pages&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Track page views with this page as a referrer &lt;br/&gt; Track page rank in search results for generic search terms about the topic&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td style=&#34;text-align:left&#34;&gt;API or code reference&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Help customers write code&lt;/td&gt;
&lt;td style=&#34;text-align:left&#34;&gt;Track clicks to copy code examples &lt;br/&gt; Track successful endpoint requests performed on the documentation page.&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;p&gt;There are some universal data signals for documentation pages, but they require additional time-consuming analysis to be reliable, such as:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Tracking MCP server interactions that return the page, which requires validating the accuracy of the response to validate usefulness.&lt;/li&gt;
&lt;li&gt;Tracking AI chatbot conversations that reference the page as a source, which also requires validating the accuracy of the response to validate usefulness.&lt;/li&gt;
&lt;li&gt;Tracking page quality feedback on the page, which is a low-volume self-selecting signal that isn&amp;rsquo;t representative of all users.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;The goal of evaluating your changes over the short term and long term is to evaluate the success of your content decisions. Keep track of what worked for a specific project, note what you might want to repeat, and share it with your colleagues.&lt;/p&gt;
&lt;h2 id=&#34;use-data-to-inform-a-medium-sized-documentation-project&#34;&gt;Use data to inform a medium-sized documentation project&lt;/h2&gt;
&lt;p&gt;When you use data to inform a medium-sized documentation project, you can more effectively plan the scope of the work and design the content required. As you write and review the content, you can make decisions, iterate on the plan, and add context to AI-powered tools. When you attempt to evaluate the success of your project, the data you gather and analyze can validate the usefulness of your approach.&lt;/p&gt;
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