Forum on Localization
Process:
the key of successful localization
Author: Cui
Qiliang
Date: 2005-06-05
To
realize internationalization, product localization is an
important step that needs to be solved preferentially. The
localization of products is not a simple language translation
process. Because of the diversification of product categories
and the different needs of different markets, different
localization processes need to be carried out.
Nowadays
product complication raises continuously, market competitive
pressure is also increasing, producers are more likely to
contract product localization externally to professional
localization service companies, so that producers are only
responsible for progress control and quality check. For the
producers, different factors need to be surveyed in the choice
of a localization service company, for example, scale, prestige,
successful experience, process, quality and production ability
etc.. Among them, process is the most important index in the
localization service ability, it is vitally related with the
localization quality. Controlling the localization process means
that product localization has achieved a half success.
Localization
is a newly arisen profession that is born along with the
internationalization tidal current. Because this profession is still
in the initial development stage, the market lacks a regular and
mature environment, and the localization service process each
localization service company provides has huge difference, this
increases the difficulty of the producers to chose a proper
localization service company. Complicated process is not necessarily
the best process, a process that satisfies the actual needs of a
localization program is the best one, the most suitable is the best.
Why
is the localization process so important
For
the producers which is the first time to carry on product
localization, they may possibly lack a deep comprehension to the
importance of localization process, and usually think that:
“Is
the localization process really so important?”
I only care whether a localization service company can hand over
localization products with satisfactory quality within the time
limits and budgets I set and is according to the product
localization plan, as for the details of adopting what process etc.,
I have no necessity to concern.
This
is a kind of more widespread mindset, it is mainly due to the
lack of understanding on the process and course of product
localization. Product localization process is a complicated and
systematic project, it needs the joint participation of
different kinds of people. For example, the joint cooperation of
the producers, localization service companies, the professional
reviewing agencies and persons in the target country, sometimes
several localization service companies may be needed to choose.
As
the content of localization products is regarded, taking software
localization as an example, the needed localization content may
include: software interface, online help, website page, user's
manual, packing materials, market propaganda materials etc.. The
consignation form of the localization may be mediums such as
electronic text file, printed paper, film and CD etc.. The needed
localization sectors include language processing procedures such as
translation, edition and checks etc.; desktop makeup; document
format conversion; product test; blemish correction; and management
work of program tracking and control.
For
such complicated localization work, if there is no standardized
localization process, it will be very difficult to assure
localization quality and normal execution of the program. Different
processes have direct influence on the quality of localization. For
example, as language translation is concerned, if only one
translation step is taken and lack of edition and check, then a
great deal of localization translation mistakes will be made; for
example mistaken translation, inconsistent format and expressions.
As
for the localization test, if the test is executed by engineers
whose mother tongue is the target language, the engineers can
discover and report more language and function blemishes; but if the
test is executed by unprofessional persons whose mother tongue is
not the target language, then they usually can only discover some
unimportant interface blemishes. Moreover, if the test has no
quality control personnel to carry out verification and examination,
then a high test coverage rate and accuracy is very difficult to
guarantee.
As
for large localization programs, exchange and feedback is
significant to program management. A program manager who has
abundant localization program management experience, can effectively
analyze and comprehend the producers’
need, allot localization resources reasonably, discover program
problems in time, and find out proper solutions; he can control the
program to be realized in
schedule through active exchange and feedback with producers and
internal personnel.
The
process is not imaginary conventions, but solid localization
implement standards. Because the localization profession development
is not mature, no matter how outstanding some localization service
companies may allege their localization process is, or their
localization process may be
“seemingly
very beautiful”,
they usually can't carry through the performance absolutely;
conceivably, no matter how standard such processes are, they can
only be
“fought
on paper”.
For
the producers, product localization needs to invest certain amount
of expenses and manpower; they certainly hope for best investment
repayment; facing numerous localization service companies of choice,
they may commence from comparing localization processes, and promote
smooth implement of the localization program through necessary
tracking and control means.
An
excellent localization service company will always lay great
emphasis on processes in all localization programs, and carry it
through various contents and sectors of any localization program:
text file, software, online help and translation, formatting, test
etc..
Through
the establishment and execution of professional localization
processes, the efficiency of localization service can be raised; the
consistency of product localization, the stability of the product
quality, and the flexibility of localization service can be
maintained; it will be easy to follow and control each process of
the localization work, making it progress orderly according to the
program plan.
Program
manager: The important role of the product localization process
For
many localization service companies, localization program managers
are a precious human resource; they play an important role in
assuring the realization of localization
programs and acquiring the trust of producers.
The
most important function of a localization program manager is the
program communication and exchanges and the delivery of program
information. He is the internal coordinator between producers and
localization companies; he also needs to analyze localization
programs; arrange personnel and work contents; follow program
progress; discover, resolve, and report
problems occurred in the program.
Valid
exchanges become an important link of the localization process; it
can even become the core link. Localization program managers not
only need to deliver producers' request on localization to the
localization company’s
inner program group timely and accurately, but also need to report
true circumstances and problems to the producers.
In
order to keep valid exchange, localization program usually adopts
the way of single point contact; namely, the localization service
company assigns a single program manager to contact with producers.
The producers will specify a program manager to inform localization
service companies such problems as program request etc.. In order to
keep from the program manager’s
accidental absence, a standby program manager must be assigned. This
kind of single exchange helps to keep the continuity of contact,
eradicate mutual evasiveness completely, guarantee the overall
understanding of both parties on program progress and problems.
In
order to guide and check the professionalism and consistency of
translation quality, producers usually choose language reviewers in
the target country who are responsible for establishing or reviewing
program glossary, collating the translated contents, providing the
localization company and producers with feedback on language
quality. Language reviewers are usually assumed by the producer’s
filiales or office personnel in the target country, or assumed
part-timely by experienced professionals in the target country.
For
the producer’s
program managers, they need to deliver program requirements to the
localization service companies accurately and clearly, which
includes the program’s
beginning and end dates, hand-over format and ways of the
localization contents; and in the program implement process, how to
hand over program progress report, how to carry on program
exchanges, to guarantee that the localization service company’s
program managers have complete comprehension of these requests and
carry out them. For the effective operation of the program, at the
program preparation phase, localization service companies should be
requested to provide such localization services as program implement
plan, product description text file, program technical term form,
translation style text file, the list of localization tools and
various program text files etc..
As
for the program managers of the localization service companies, they
need to comprehend accurately the producer’s
need on localization programs, analyze program characteristics,
review program budget, arrange the localization resources
(translation, typeset, test, engineering and quality control
personnel). To guarantee valid program communication, exchange
techniques need to be mastered, for example, the writing and oral
communication ability, especially English exchange ability.
Moreover, latent program problems must be foreseen properly; he
should also have clear logic thinking, solve problems in order of
priority, make the program team operate efficiently. He should feed
the implemented presence and problems of the program back to the
producers in time, strengthen the producers’
confidence, obtain the producers’
trust and the support.
Although
program managers do not carry out concrete localization work, their
function will be indispensable; to some extent we can say, the
choice of a suitable program manager has decisive function on the
smooth implement of a program; the program manager's valid
communication and exchange are important links to improve the
localization process.
The
process management of the product localization
After
the localization program’s
prophase preparation, implement stage becomes the key link of the
localization program. According to the complication degree and scale
of the localization program, the localization service company's
program managers need to assign program missions to language
department, desktop formatting department, localization engineering
department and localization test department; track the program
progress; and according to the plan and ways of the program, hand
over the stage localization products to other program members in the
company or producers.
As
for the localization translation, it should include three steps:
translation, edition and collation; each step needs to obey the
technical term form and the translation style text files provided by
the customers. If localization translation external contract is
needed, then it needs to show clearly to the external translation
contractors missions, hand-over time and formats, needed
tools and regulations; carry out language quality analysis
periodically on the external translation contractor’s
translation contents and formats ,and put forward improvement
measures.
After
the completion of localization translation, for the key text files,
if the program has a need, before handing over formally to the
producers, the files need to be handed over to target country
reviewers specified by producers for language quantity review, and
carry on modification according to the modification suggestions
after reviewing.
As
for the localization test program, it needs to build the test
environment regulated by the program, establish the program test
group, have mother tongue test personnel to test localization
software, execute test according to the test plan and provisions on
test examples while adopting handicraft test and/ or automatic test
means, provide software blemish report according to the blemish
management database specified by producers.
The
localization service company's program managers need to fill in the
program progress report everyday or every week according to the
provisions of the program, to reflect the existent program problems,
to provide resolution suggestions or ask for help from producers’
program managers.
In
addition to tracking program progress, producers’
program managers need to review the stage localization documents
provided by the localization service companies’
program managers, review the program condition report, give
necessary feedback, and provide methods to solve difficult program
problems.
If
products need various languages to carry on localization
simultaneously, then producers can choose a multi-language
localization service company, they can also choose a one-language
localization service company respectively for each language. Because
the management costs and localization expenses of the two cases are
different, comprehensive consideration is needed. Usually various
languages can be localized at the same time through the choice of
multi-language localization service companies and lower management
cost, but the price for the localization of each language may be
slightly higher. But if many one-language localization service
companies are adopted, then simultaneous exchanges with several
localization service companies’
program managers are needed; usually because each localization
service company's problem is dissimilar, and different time
differences exist, program exchange difficulty may increase,
unpredictable latent management cost may also increase.
“The
only unchangeable is change”,
alteration in the localization program
performance process usually takes place, program change
management is an important content of the localization process
management, the localization service companies and producers need to
deal with these changes in a common effort.
In
order to attain the purpose of synchronous release of English
products and localization
products, now the usual way of localization program is mostly the
concurrent operation of English product development and
localization. The biggest characteristic of the localization's mode
is the continuous perfection of English product contents and
functions, the contents of localization need to be renewed
continuously in correspondence.
For
the localization progress to be influenced be product renewal in the
least possible way, a few key English product renewal time points(
milestones) need to be decided in the program plan as best as
possible, how many milestones the products have and how to handle
these renewals in the plan also need to be decided .Moreover,
because of the existence of factors that can't be anticipated, the
program may need some renewals that are not planned, these abrupt
factors are one of the contents that constitute the program’s
risks; valid process of these renewals is the premise guaranteeing
smooth operation of the
program.
Because
the program’s
unplanned renewals may disrupt the original localization plan, cause
strain and difficulties to the localization service company's time
and personnel arrangement and increase localization cost, therefore,
the program manager of the localization service company, need to
superadd extra expenses to the producers and change the localization
program progress schedule, re-adjust personnel and other resources
in the localization company. The producer’s
program manager, should transit the program renewal information as
early as possible for the program content change to influence
localization progress and cost in the least possible way.
At
the localization program’s
late stage, especially after handing over all localization contents,
for the producers and localization service companies, it doesn't
mean the thorough end of a localization program, it is
still not the time to
“put
the weapons back in the arsenal and graze the war horses on the
hillside”.
At
the late final stage, summarizing the circumstances of a
localization program’s
preparation and execution is needed. It should be divided into inner
part summary and external part summary, to analyze every program
links for the localization service companies and producers, to find
out which part is satisfactory, which part has problems; and find
out reasons and solutions; and lay the foundation for both parties
to continue improvement in late programs. The program summary may be
carried out in such means as group discussion, telephone meeting and
filling in the program’s
late summary report, etc.. The program summary needs to be based on
objectivity and practicality, consider the case as it stands, not
only affirm merits, but also point out shortages and measures for
improvement.
The
program summary is not an unessential stage, but should be an
indispensable part included in the program localization process.
Through summaries, both parties will strengthen further
understanding and trust; it can also provide first-hand referential
materials for follow-up programs, and should become the knowledge
property of the company.
The
product localization process is an important factor to control the
localization product quality and the program’s
efficient operation. Through the adoption of effective localization
process proved by industry, professional localization service
companies can improve work efficiency, control production cost,
strengthen communication with producers, and provide excellent
localization service. The producers must investigate and confirm the
effectiveness and practicability of its localization program process
while choosing the localization service companies, for the purpose
of realizing higher investment repayment.
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