Documentation and checklists: How to sell as a product 1

Do you mean as in bolierplated or customized? The former doesn't seem particularly germane to me; the latter would seem to me to require inside knowledge of the client company's processes and specific contract requirements.

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Probably ability to customize, but more or less a ready-to-use sheet.

I guess the question then is how much value-added are you providing? I envision these documentations and checklists need to be customized to match client processes, nomenclature, etc., so other than providing a starting point, is your product worth that much to a potential client?

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I don't know how many copies of that are posted on this site

Cheers

Greg Locock


New here? Try reading these, they might help FAQ731-376

Yes, I hear you that they may need to be customized to a certain point. The goal would be to have a "booklet" of sorts that people download, use, and then modify or contact me to customize. Whether or not that is value-added or worthy, is something I would consider further.

Although I understand your line of question as a means to caution whether to put effort into a project, it doesn't really address my original question which has to deal with the publishing aspects of digital documents. I'm more interested in exploring the copyright facets of the question, and the locking/protecting of the document in question...I guess this could even carry over to something like a design tool or spreadsheet, and understanding if there is really an effective method to do this.

That's how my project notes started out... catch all for problems encountered... file size is now a 400K text file.

Rather than think climate change and the corona virus as science, think of it as the wrath of God. Feel any better?

-Dik

for PDF, there's at least this

Protect PDF documents no matter where they reside:

Stop unauthorized access
Stop sharing and distribution
Strong US Gov strength encryption, DRM and licensing controls

Click to expand...

There's something similar for Word

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I've been searching for a checklist management system, that allows us to register/sort checklists by project and type. With everything digital, it's hard enforcing a company standard based on a mix of old word and excel checklists. Especially when we're sending filled checklist to outside parties.

I haven't found any usable existing products that allows 2 (or more) signatures and checkboxes for peer review (national requirement), all existing apps and sites seems to be for groceries.
A few that could work, lacks functionality or are too expensive (~50 usd/user/month..).

We ended up creating our own in excel, but a database based system with customizable checklists could sell if prized correctly (in a fairly small market..)

We treat the standardisation that we've developed as intellectual property, and the money is in using it ourselves. Handing that out for others to use is not happening. I suspect I'm not alone!

@BrianPetersen: I agree. It is intellectual property, which is kind of why I wouldn't want to make it free-ware, open-source, etc. I also don't know how to handle the "audits" our firm(s) are scheduled for in the coming months. As in: an external auditor (hired by the regulator) basically reviews all processes/standards and rates your compliance. I'm not sure how to protect myself (and others) from possibly giving up intellectual property in that audit...

Ostensibly, auditors are bound by NDAs

Anything you consider to be IP should be marked with proprietary stampings, etc.

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You might do better as a consultant teaching modern quality methods and processes, assuming you have the requisite certifications and experience. IME engineers doing so are rather rare vs non-engineer PMs, not to suggest that the later cannot be extremely good with engineering processes. The documentation itself seems to be fairly ubiquitous, there are a bazillion nearly-identical templates online for everything from FMEAs to Pugh matrices and process overviews. Many mega-corps share them for the supply chain's use as do design consultants with clients. The various communication platforms like MS Teams today have all manner of cool features for sharing/using templates and automating workflows internally and externally.

JME but the main issue with companies not following modern standard process is a lackadaisical culture. Most seem to resolve that by hiring a consultant to teach a few days worth of either agile or lean philosophy to establish the reset/inflection point and set expectations going forward.

I don't know that it's necessarily "lackadaisical culture," per se; it's certainly at least a failure to adequately incorporate new initiatives into the existing culture, coupled with a failure to monitor and measure such incorporation. What had been incorporated was reasonably and rigorously followed. In some cases, the tools don't live up to the expectations required of them, making it essentially impossible to fully implement something such as MBSE (model-based systems engineering).

I've had one occasion where a PM was actually fired from a program for refusing to follow company procedure, but that was at our customer's level and not us.

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How do you plan to price docs? $ amount? $ per copy? $ for unlimited use by a company?

RE Pricing: not sure at this point. I envisioned this being a pay-per-download with the probability that the download would be somewhat substantial (ie. not just 1-page document). And then at this stage of thinking, I never considered licensing, so probably unlimited use.

@skeletron: I think you are onto something. At our small consulting firm we have our own checklists and documents that have been developed. Their purpose is both for quality checking and compliance with the regulator. They can be a pain to create, so I see the benefit in off the shelf documents which could be customized to your firm. If you do go forward with this, I could be your first customer!