Every project begins with a short discovery session to understand your goals, target users, and success metrics.
From there, we confirm which ScaleDocs package best fits your needs, or explore options outside of our standard packages.
Our scoped Project Brief captures your package deliverables, timelines, acceptance criteria (the standard we’ll use for final approval), and sets the strategic foundation to ensure what success looks like from day one.
The result is a shared definition of success that anchors every draft, review, and launch decision.
Next, ScaleDocs gathers all essential project inputs and confirms access to non-production API keys, demo accounts, or admin logins, so technical work is never blocked. Project inputs are consolidated into a single source of truth (Notion, Confluence, or a shared drive), giving both sides one reliable reference point.
Project Inputs: Range from SME interviews, product demos, and repositories to sandbox environments, support tickets, and brand assets.
Finally, we establish a primary point of contact and preferred communication channel (email or MS Teams) to keep decisions unified and prevent delays.
Before drafting, ScaleDocs blueprints the exact content pieces, including Quickstart guides, setup instructions, FAQs, API references, explainer video scripts, or eLearning storyboards.
High-Level Design: Where the scope, audience, format, tone, structure (e.g., outlines, sections, and key flows), and acceptance criteria are defined.
The High-Level Design (HLD) requires approval to begin drafting and functions as the execution plan to prevent rework and scope drift.
The build runs in an Agile sprint cycle, where draft deliverables are created and shared for progress checks. Depending on scope, this includes Quickstarts, setup docs, FAQs, API references, explainer scripts, or eLearning storyboards.
Regular communication stays flexible; while weekly sprint updates keep work visible and momentum high. These are progress updates (not formal approvals) ensuring alignment before entering the two formal review windows.
Clients receive two review windows, beginning when drafts are shared. To ensure a smooth launch, all feedback is logged, tracked, and resolved before the final delivery.
Feedback must be clear, consolidated, and submitted by a single designated point of contact—via tracked edits in Google Docs/Word, inline comments in Notion/Confluence, or a single email/MS Teams note.
Review Window 1: The client review covers the first draft, where ScaleDocs will incorporate consolidated feedback into the second draft.
Review Window 2: Client feedback covers the second draft and confirms it meets the acceptance criteria defined in Steps 1 and 3.
Once both review windows are closed and all notes are resolved, the project moves into its final stage—Launch & Scale.
Clients receive the final, polished version of every deliverable, fully revised and ready for rollout.
Documentation Sets: Quickstarts, Setup Guides, or API references are delivered in clean, consistent formats your team can adopt immediately.
Explainer Videos: Exported as MP4s and packaged for easy sharing.
eLearning Modules: Storyline 360 builds, SCORM/xAPI packages, or Camtasia exports are finalized and tested to ensure smooth playback across platforms.
Knowledge Base Retainer: After delivery, clients may opt in for ongoing updates—refreshing docs as features change, refining videos for new workflows, and releasing updated eLearning modules in sync with your product roadmap.
This ensures your onboarding, support, and training content continues to scale as your product grows.