In-Country Review:
Underlying Mines and Added Value
             by Alex Lik
              A-CLID
Overview
2




       ‘What”s and “Why”s
       Workflow
       Virtual team
       Underlying mines
       Combat engineering
       Added value
       Take away
3   In-Country Review is…

    … critical for regulatory compliance and process reliability. Inaccuracy of
    translated materials can put at risk patient or user safety, the company’s
    reputation, revenues, and profitability, which can be damaged by a product recall.
                                                                            Bert Esselink
In-Country Review
4


       What
         Language  Quality Service (LQS)
         Marketing Review
         Regulatory Review
         Product Quality Assurance

       Why
         Collect Your Arguments (CYA)
         Compliance
         Local buy-in
         Better Product
Players
5



       LBU (ICR)
       Marketing
       RA
       LSP
       LM
       ISO 13485
       EN 15038
       Common Sense
Translation Effort Necessity                                                            Project Plan by LM
                      Recognized; LM Informed                                                          (engage Marketing, RA, and TC)

        Plan                                                            Kick-off
                                                                                                              Translation vendor selected;
                   What documents and what languages?                                               ICR instructions and personnel lists refreshed;
                          (Marketing and QA/RA)                                                                      SLA Verified




                        Contract + Preps with
                                                               Content Ready by TC                         Translation Package by LM
                         Translation Agency

        Prep
                         Quote received; PO issued;
                  instructions given to ICR and translators;   Docs to be translated ready        Files to be translated are packed and delivered to the
                  Glossary and TM updated and approved               at Draft 1 level                      translation vendor; ICR standing by
                                   by ICR;



                               Translation                          ICR + Draft 2                                 Final Translation

        Make
                                                                                                    In-Country Review comments and other feedback
                                                                  In-Country Review;                                 implemented.
                      TEP->Test DTP->QA->Final DTP
                                                                  Content Updates, etc.                        Content deltas translated.
                                                                                                         Final Translation QAed by the agency



                          Translation Signed                   Approval and Release                                  Post-Mortem

        Release
                                                                                                Parties analyze specific points of success or lack thereof
                  Updated translation undergoes ICR and        Final translation is Approved,
                                                                                                during the project. Particular attention is paid to the TM
                         last changes if necessary                Released, and Archived
                                                                                                changes that are deemed necessary for future activities.




6   Workflow: Stages
Workflow: Parties
7


            PM             QARA US             QARA EMEA           QARA CAPLA




     Tech            Localization Management Team
    Comm

            Translation Agency       Local Business Units


                                                            ICR Staff
Virtual Team: Must Have
8



       Players
         Knowing who’s on board
         Knowing who reports to whom

       Communication
         Neither lacking
         Nor noisy

       Scheduling
         Differentiatebetween TC and translation
         Product allocation plans -> Saving on iterations
9   Underlying Mines
Planning
10

        Translation quality            Product
          Perfect                        Stable
          … not perfect                  Dynamically changing
        Reviewers                      Content delivery
          Trained, dedicated,            Timely
           available                      Ridiculously late
          Fresh, overloaded, it’s      Content
           August                         Translation-friendly
                                          Excuse me?
                                        Executive
                                          Buy-in
                                          Drive-by
11




     Biosense Webster Confidential
Axiom
12




     There's never enough time and budget to do it properly
            but always enough of both to do it again.
            (I believe I heard Bernard Aschwanden say that about 3 years ago at STC conference)
So, we do it or what?
13


        Inaccuracy of translation can
         put at risk the company’s
         reputation, revenues, and
         profitability.
        ICR is a major slow-down
         factor for TTM, which can put
         at risk the company’s
         reputation, revenues, and
         profitability.
14   Combat Engineering
     “In-Country reviews do not have to be onerous if you clearly
     define the process and the reviewer’s responsibilities, and if
     upper management recognizes the importance of the reviews
     and provides the infrastructure to support them.”
                                      “Managing virtual teams”
                   by M. Katherine Brown, Brenda Huettner, and Char James-Tanny
Spin the Wheel
15
Load your guns
16


        Deploy CCMS
        Set material delivery mechanism
        Give ICRs their toolbox
        Explain tasks and checklists
        Make sure you’ve been heard
Shake your … [beep]
17


        Communicate
        Establish procedures
        Run your virtual team
        Get involved in project planning
        Communicate
        Continuously optimize process
        No such months as July and August 

        Communicate
Stir Your Boss
18


        Engage upper management
        Get buy-in for centralized LM
        Make ICR part of job description
        Make it to the core team meetings
        Communicate
Added Value
19

        Better TM
                            Cheaper Localization
        Better docs
                            Happy customer
        Better compliance
                            Happy auditor
        Do more in less time
                            Happy boss
        Less recalls
                            Happy CEO

                        BETTER PRODUCT
Three “eyes”
20


        Centralize
        Optimize
          Training

          Communication

        Formalize
          Team   structure
          Procedures

          Certification

          Audits
Accomplished all that?
21




     Get your raise!
22




     Take Away
In-Country Review – Personnel
23

        Key skills
          Native speaker of target language
          Adequate language training
          Dialect awareness
          Fluent in source language
          Product knowledge
          Target audience knowledge
          Team player
        Staffing
          Assigned by LBU
          Approved by RA
          Trained and tested by LM
Applicability Criteria
24

             Document Type     Previously         Product/Content          Translator   ICR
                               Approved
                                                                           N/A
        Instructions for Use

                                  No                     New
                                                                           N/A
                                                                           Same
                                            Existing + new features
                                                                           New          Yes
                                                                           Same
                                            Existing + new cautions and
                                            warnings                       New
                                  Yes
                                                                           Same
                                                                                        No
                                            Existing + minor textual
                                                                           New
                                            changes/corrections/edits

                                                                           Same
                                                                                        Yes
        Release notes




                                            Items related to safe and
                                                                           New
                                            effective use of the product

                                  No                                       Same
                                            No items related to safe and
                                                                           New          No
                                            effective use of the product
Checklist
25


        Know why you are doing this
        Have reviewers permanently assigned
        Give heads-up as early as possible
        Create glossaries and style guides before the translation begins
        Communicate early, often, and widely
        Document the processes and track review metrics
        Establish delivery dates for when reviewers will receive materials for review
        Establish deadlines for when the reviewers’ feedback is due
        Establish the method in which review comments are captured
        Provide specific guidelines for reviewers to follow
        Consolidate multiple reviewer comments
        Facilitate communication between the translators and in-country reviewers when questions
         arise
        Put in place a training program for keeping the ICR mechanism greased and warmed-up
        Put in place a continuous improvement process specifically for in-country reviews
Thank you!
Who is…
27


        Alex Lik
            Interpreter and translator
            Technical communicator
            Editor
            Localization Manager
            Auditor
        A-CLID™
            LSP Assessment and Certification
            Localization Management
            Information Design
        Contact:
            alex@a-clid.com
            www.a-clid.com

In-country Review: Underlying Mines and Added Value

  • 1.
    In-Country Review: Underlying Minesand Added Value by Alex Lik A-CLID
  • 2.
    Overview 2  ‘What”s and “Why”s  Workflow  Virtual team  Underlying mines  Combat engineering  Added value  Take away
  • 3.
    3 In-Country Review is… … critical for regulatory compliance and process reliability. Inaccuracy of translated materials can put at risk patient or user safety, the company’s reputation, revenues, and profitability, which can be damaged by a product recall. Bert Esselink
  • 4.
    In-Country Review 4  What  Language Quality Service (LQS)  Marketing Review  Regulatory Review  Product Quality Assurance  Why  Collect Your Arguments (CYA)  Compliance  Local buy-in  Better Product
  • 5.
    Players 5  LBU (ICR)  Marketing  RA  LSP  LM  ISO 13485  EN 15038  Common Sense
  • 6.
    Translation Effort Necessity Project Plan by LM Recognized; LM Informed (engage Marketing, RA, and TC) Plan Kick-off Translation vendor selected; What documents and what languages? ICR instructions and personnel lists refreshed; (Marketing and QA/RA) SLA Verified Contract + Preps with Content Ready by TC Translation Package by LM Translation Agency Prep Quote received; PO issued; instructions given to ICR and translators; Docs to be translated ready Files to be translated are packed and delivered to the Glossary and TM updated and approved at Draft 1 level translation vendor; ICR standing by by ICR; Translation ICR + Draft 2 Final Translation Make In-Country Review comments and other feedback In-Country Review; implemented. TEP->Test DTP->QA->Final DTP Content Updates, etc. Content deltas translated. Final Translation QAed by the agency Translation Signed Approval and Release Post-Mortem Release Parties analyze specific points of success or lack thereof Updated translation undergoes ICR and Final translation is Approved, during the project. Particular attention is paid to the TM last changes if necessary Released, and Archived changes that are deemed necessary for future activities. 6 Workflow: Stages
  • 7.
    Workflow: Parties 7 PM QARA US QARA EMEA QARA CAPLA Tech Localization Management Team Comm Translation Agency Local Business Units ICR Staff
  • 8.
    Virtual Team: MustHave 8  Players  Knowing who’s on board  Knowing who reports to whom  Communication  Neither lacking  Nor noisy  Scheduling  Differentiatebetween TC and translation  Product allocation plans -> Saving on iterations
  • 9.
    9 Underlying Mines
  • 10.
    Planning 10  Translation quality  Product  Perfect  Stable  … not perfect  Dynamically changing  Reviewers  Content delivery  Trained, dedicated,  Timely available  Ridiculously late  Fresh, overloaded, it’s  Content August  Translation-friendly  Excuse me?  Executive  Buy-in  Drive-by
  • 11.
    11 Biosense Webster Confidential
  • 12.
    Axiom 12 There's never enough time and budget to do it properly but always enough of both to do it again. (I believe I heard Bernard Aschwanden say that about 3 years ago at STC conference)
  • 13.
    So, we doit or what? 13  Inaccuracy of translation can put at risk the company’s reputation, revenues, and profitability.  ICR is a major slow-down factor for TTM, which can put at risk the company’s reputation, revenues, and profitability.
  • 14.
    14 Combat Engineering “In-Country reviews do not have to be onerous if you clearly define the process and the reviewer’s responsibilities, and if upper management recognizes the importance of the reviews and provides the infrastructure to support them.” “Managing virtual teams” by M. Katherine Brown, Brenda Huettner, and Char James-Tanny
  • 15.
  • 16.
    Load your guns 16  Deploy CCMS  Set material delivery mechanism  Give ICRs their toolbox  Explain tasks and checklists  Make sure you’ve been heard
  • 17.
    Shake your …[beep] 17  Communicate  Establish procedures  Run your virtual team  Get involved in project planning  Communicate  Continuously optimize process  No such months as July and August   Communicate
  • 18.
    Stir Your Boss 18  Engage upper management  Get buy-in for centralized LM  Make ICR part of job description  Make it to the core team meetings  Communicate
  • 19.
    Added Value 19  Better TM  Cheaper Localization  Better docs  Happy customer  Better compliance  Happy auditor  Do more in less time  Happy boss  Less recalls  Happy CEO BETTER PRODUCT
  • 20.
    Three “eyes” 20  Centralize  Optimize  Training  Communication  Formalize  Team structure  Procedures  Certification  Audits
  • 21.
  • 22.
    22 Take Away
  • 23.
    In-Country Review –Personnel 23  Key skills  Native speaker of target language  Adequate language training  Dialect awareness  Fluent in source language  Product knowledge  Target audience knowledge  Team player  Staffing  Assigned by LBU  Approved by RA  Trained and tested by LM
  • 24.
    Applicability Criteria 24 Document Type Previously Product/Content Translator ICR Approved N/A Instructions for Use No New N/A Same Existing + new features New Yes Same Existing + new cautions and warnings New Yes Same No Existing + minor textual New changes/corrections/edits Same Yes Release notes Items related to safe and New effective use of the product No Same No items related to safe and New No effective use of the product
  • 25.
    Checklist 25  Know why you are doing this  Have reviewers permanently assigned  Give heads-up as early as possible  Create glossaries and style guides before the translation begins  Communicate early, often, and widely  Document the processes and track review metrics  Establish delivery dates for when reviewers will receive materials for review  Establish deadlines for when the reviewers’ feedback is due  Establish the method in which review comments are captured  Provide specific guidelines for reviewers to follow  Consolidate multiple reviewer comments  Facilitate communication between the translators and in-country reviewers when questions arise  Put in place a training program for keeping the ICR mechanism greased and warmed-up  Put in place a continuous improvement process specifically for in-country reviews
  • 26.
  • 27.
    Who is… 27  Alex Lik  Interpreter and translator  Technical communicator  Editor  Localization Manager  Auditor  A-CLID™  LSP Assessment and Certification  Localization Management  Information Design  Contact:  [email protected]  www.a-clid.com