Daniel Dawson
← all work
2019NCR CorporationPlatform Experience ArchitectTransition council · halted by 2020

When the right recommendation still failed.

Earning trust across factionsReading the real constraint
A recommendation that didn’t land · 6 min read
In brief
  • 01Years of acquisitions had left NCR’s technical writers documenting products in a tangle of formats and tools. New IT leadership set out to consolidate everyone onto GitHub and Markdown.
  • 02IT framed it as discovery and a POC, but had already decided. The writers’ objections sounded like complaints; embedded with them, I found the concerns were legitimate and specific.
  • 03My recommendation was sound — and it still failed, because it didn’t reckon with an immovable executive decision. The honest lesson is in what I’d do differently.
§ 01The problem

A consolidation decided before the discovery began.

NCR’s product portfolio spanned point of sale, self-checkout, ATM, and backend processing across many industries, and all of it needed documentation for internal and external support and professional services. Years of acquisitions had created a mess — teams writing documentation in multiple formats on multiple tools. New IT leadership set out to consolidate everything into a GitHub-and-Markdown system, and as owner of NCR.com and the MyNCR customer portal, I was put on the transition council.

IT wanted to centralize and simplify. Migration to GitHub for software projects was already underway, and physical-product technical documentation was next — which meant everyone would adopt Markdown. The technical writers began voicing concerns, unspecified at first. IT proposed discovery and a proof of concept, but behind closed doors the conclusion was already settled: a GitHub-and-Markdown workflow would be the answer.

§ 02What I uncovered

The complaints were specific, and they were right.

The writers’ gripes came across as two vague lines — “Markdown’s going to make everything take longer” and “I need to publish for different people.” To IT, that sounded like challenges to solve at best, and a spoiled group resisting change at worst. I suspected there was more to it, so I spent time working alongside the writers and briefly embedding with them to see how tools like Adobe FrameMaker and MadCap Flare actually addressed their work.

The first concern unpacked into real things: content reuse through snippets, variables, and components for single-source-of-truth writing; clean export across XML, HTML, and PDF that purpose-built tools were designed for and Markdown would require custom code to match; and link management and topic governance built into the writing tools that Markdown would push back onto the writer. The second concern was just as concrete — documentation isn’t monolithic. Conditional publishing for internal versus external, admin versus basic, was mandatory, and translation multiplied it. Where translation was legally required, like French Canadian, it created real risk for the writers responsible.

There was a cultural layer underneath. The writers were wary of changes imposed by non-experts that might end in staff reduction — recent layoffs had unsettled all of them. Their concerns were valid, but they’d dug into their position and were doing a poor job explaining the reality of where Markdown complicated the workflow.

§ 03What failed

A sound framework that ignored the real constraint.

I didn’t lead the effort, but I’d built a trusted position with both the technical writers and IT leadership. My recommendation was to prioritize the writers’ shift into GitHub while allowing continued use of MadCap Flare and Adobe FrameMaker, and to charter a technical-writer guild around a centralized toolset and ongoing research into fuller Markdown adoption.

The recommendation was sound, and it created a framework change could proceed through. But it failed to address the reality that IT was making an executive change and was willing to force the writers to adopt it regardless. In the end no change happened at all — months later the world met the COVID-19 pandemic, and the effort dissolved into it.

“The recommendation was right on paper. What it lacked was a proof that made the right answer undeniable.”
§ 04What I’d do differently

Bring an engineer, and build the proof.

Once I understood both the legitimacy of the writers’ publishing concerns and the immovability of IT’s position, I should have asked for an engineer and built a docs-as-code publishing system as the proof. An automation server like Jenkins could have addressed the first concerns directly — format publishing and link management — turning the debate from opinion into a working demonstration. That might have produced a more productive consensus: IT giving credence to the writers’ concerns, and the writers gaining an engineering resource to meet their legitimate needs. The recommendation was right on paper; what it lacked was a proof that made the right answer undeniable.

Trust earned
Held a credible position with both the technical writers and IT leadership through a contested transition — the rare seat both sides would talk honestly to.
Real diagnosis
Reframed two vague complaints into concrete, legitimate constraints — content reuse, multi-format output, conditional and legally-mandated translation publishing.
Where it fell short
A sound phased recommendation that didn’t reckon with an immovable executive decision — and produced no change before the pandemic ended the effort.
The lesson
Against an immovable position, an opinion loses to a proof. A docs-as-code POC — Jenkins automating publishing and link management — would have answered IT in their own terms.
A note on metrics

This one didn’t ship, and it isn’t a win. There are no numbers to claim — the honest value is the diagnosis, the trust held across two factions, and a clear-eyed account of why a correct recommendation still failed.

Next case · NCR Corporation · 2022
Folding the world’s largest ATM network into NCR.com — by Q2, under budget.