Localization Audit: What You Need to Know in Order to Assess the Shape of Your Localization Program

本地化审核:为了评估本地化程序的形状,您需要了解的内容

2021-07-22 20:00 Nimdzi Insights

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The business world was spinning round and round exceedingly fast even before COVID hit us. Now, with most companies recovering, their operations have returned to the whirlwind of activity that aims to secure more sales and growth. The added wrinkle is that where previously ideas of digital transformation were mapped out over several years, the pandemic forced companies to fast-track their plans. Today is the future. A future in which digital channels are not only the primary work tool for millions of professionals but also the privileged avenue for brands to reach their consumers. The business world today employs words such as hyper-personalization and user experience, all in the name of appealing to end-users. And the localization industry has a lot to say in this arena, playing a key role in international growth. Now is the time when organizations should ask themselves: Is our current localization strategy able to sustain our organization’s needs and objectives as well as the expectations of our customers? Strange as it may seem, right now, in a moment of crisis, is precisely the time companies should push the envelope on their localization strategy. But how, you ask? Enter the localization audit, the secret weapon that evaluates whether a localization strategy is valid and offers avenues to optimize it further. What is a localization audit? A localization audit is a comprehensive, systematic analysis of a company’s localization processes, dependencies and workflows, its supply chain, and technology stack. It assesses the organization's goals, objectives, strategies, and principles in order to identify how the localization program contributes to achieving them. Its aim is to uncover inefficiencies and blind spots and offer recommendations as to how to overcome them. A localization audit also offers a glimpse into areas of growth, the opportunities that lie ahead, and how to make the most of them. A localization strategy audit can (and should) be performed while taking into account the particular characteristics of an organization. There is not really a template or one-size-fits-all approach to deconstructing the ins and outs and the myriad dependencies of a localization program. Each company has different needs and objectives around the development of its international growth strategy. These in turn have a direct impact on the localization program, which grows as the company grows and are reflected in the areas covered during the auditing exercise. Each audit will be different depending on the desired aims and results. What type of audits are there? There are several methods for evaluating a company’s localization strategy. The most popular or common are internal audits or audits performed by an external audit firm, or third party. And while it’s true that an audit can be performed internally, it may not make for the most judicious choice. If the stakeholders are too involved in the day-to-day running of the typical localization activities, the risk is they may lack the necessary perspective to analyze what’s actually going on. In that situation, taking a step back and letting someone else step in with a clean slate and a mandate to provide a reality check can ultimately be a step towards making decisions the company has been putting off for a while. Reasons to conduct a localization audit If the company earns revenue from international markets, or intends to do so in the future, it is important to identify where the localization strategy is today and where it aspires to be a few months or years down the line. Identifying this gap is essential because the value of localization moving up the ladder in the company’s strategic priority list is that the company might be able to do more with less. Or maybe the focus is, rather than doing more with less, doing more in the markets that have the most impact on the company’s bottom line. In that sense, a thorough review of the target markets and the expansion strategy can speed up the process of attaining these global aspirations. That said, it’s quite common for teams or companies interested in auditing their activities to fear being on the receiving end of an assessment that points out their inefficiencies or leaves them staring at a mountain of possible improvements that will need to be implemented. The term "audit" carries a negative connotation for many, as it implies that the entity (the decision maker) demanding the audit doesn't trust the localization framework in place. But actually, that couldn’t be further from the truth. A localization audit can help to: Align localization activities with the company goals Many localization professionals are so focused on executing day-to-day localization-related activities that they may lose sight of the big picture and the business' long-term goals. When this happens, it can be difficult to remember the reasons why a specific localization strategy was originally put in place (staff turnover doesn’t help either in this respect). It can also be difficult to obtain an honest answer when trying to determine whether the business is applying this strategy successfully. Going down the road of a localization audit is an excellent approach to allow the stakeholders to take a step back, observe, and make sure that the daily activities, processes, and tools continue to efficiently support the organization’s goals. A localization audit can also be seen as a tool for internal alignment. The purpose of alignment is to move localization onto the upper management's radar by showing how localization activities support the greater company's business goals and those of their departments and/or business units. Demonstrating this through results obtained during an audit that highlights the positive impacts of localization can be a deal maker. These results might change the entire perception of the organization towards the localization team, shifting the perception of the localization team as trusted worker bees ceaselessly plugging away on the immediate translation deliverable, to localization considered a central function for the organization’s growth ambitions. Relevance for a localization program means the globalization and localization functions are firmly embedded in the company culture, DNA, and business goals. Relevance means that professionals delivering it are considered growth levers. Deep dive into areas of the localization program that might not be working An audit helps a localization team examine all current activities in order to understand whether they are successful. An audit is a time to look at the localization setup through the objective eyes of the auditor in order to identify where the localization plan might be underperforming. The outcome is a detailed list of areas to watch out for or improve to continue ticking off boxes in the company’s expansion plan. Get exposed to new ideas and different strategies A localization audit requires a significant amount of research into an organization. It generally demands several dozen hours and the potential involvement of a number of internal or external stakeholders who interact with the Localization team — from Marketing to Product to language vendors. Combined with an auditor's expertise, it can be a powerful method for discovering new ideas for the program to try out. For example, during the research the auditor may identify a tool that allows automating file transfers between localization PMs and translators, thus saving countless hours of manual work for the team. Improvements such as these, and the cost savings they generate, can justify the cost of hiring an auditor in the first place (likely many times over). Save time and/or money over the long run An audit is no different from a health checkup at the doctor’s. Without a regular checkup, a company may be unconsciously wasting time and money on localization activities that are producing few results. Conducting an audit helps to maximize the localization budget by focusing on the activities that produce the most meaningful results for an organization. A common misconception localization managers have is a compulsion to implement each of the areas of potential improvement identified during the audit. The reality is quite different. Auditing the localization program does not directly imply that the team must incorporate every suggestion that has been identified during the process. Actually, it doesn't have to commit to going ahead with any of the received recommendations if there is no buy-in or manpower to carry them out at the time. The objective of an audit is to identify areas for future improvement rather than to force their implementation.
甚至在新冠病毒袭击我们之前,商界就一直在飞快地旋转着。现在,随着大多数公司的复苏,它们的业务又回到了旨在确保更多销售和增长的旋风式活动中。附加的问题是,以前关于数字化转型的想法是在几年内制定出来的,但这次大流行迫使企业加快了他们的计划。 今天是未来。在未来,数字渠道不仅是数百万专业人士的主要工作工具,也是品牌接触消费者的特权途径。今天的商业世界使用超个性化和用户体验等词汇,所有这些都以吸引最终用户的名义。而本土化行业在这个领域有很多话要说,在国际增长中发挥着关键作用。现在是各组织应该问问自己的时候了: 我们目前的本地化战略是否能够维持我们组织的需求和目标,以及我们的客户的期望? 奇怪的是,在现在,在危机时刻,这正是企业应该突破其本土化战略的极限的时候了。但你是怎么问的呢?进入本地化审计,评估本地化策略是否有效,并提供进一步优化它的途径。 什么是本地化审计? 本地化审计是对一个公司的本地化流程、依赖关系和工作流程、其供应链和技术堆栈进行全面、系统的分析。它评估组织的目标、目标、策略和原则,以确定本地化程序如何有助于实现它们。它的目的是发现低低下和盲点,并为如何克服它们提供建议。本地化审计还可以让我们得以一窥增长领域、未来的机会以及如何充分利用这些机会。 可以(也应该)在执行本地化策略审计的同时,也要考虑到一个组织的特定特征。并没有一个真正的模板或一刀切的方法来解构本地化程序的进出和无数的依赖关系。每个公司对发展其国际增长战略都有不同的需求和目标。这些反过来又对本地化计划产生直接影响,本地化计划随着公司的发展而增长,并反映在审计工作中所涵盖的领域。每次审计都将根据不同的目标和预期的结果而有所不同。 有什么类型的审计? 有几种方法可以用来评估一个公司的本土化策略。最流行或最常见的审计是内部审计或由外部审计公司或第三方进行的审计。虽然审计确实可以在内部执行,但它可能不会做出最明智的选择。 如果利益相关者过于参与典型的本地化活动的日常运行,风险在于他们可能缺乏必要的视角来分析实际发生的事情。在这种情况下,退一步,让别人介入,并要求提供现实检查,最终可能是公司推迟了一段时间的决定的一步。 进行本地化审核的理由 如果公司从国际市场获得收入,或者打算在未来这样做,那么确定今天的定位战略以及几个月或几年后的目标是很重要的。 识别这一差距是至关重要的,因为本地化在公司的战略优先级清单中不断上升的价值在于,公司可能能够用更少的钱做更多的事情。或者,重点是在对公司的利润做更多,而不是在对公司利润影响最大的市场上做更多。从这个意义上说,全面审查目标市场和扩张战略可以加快实现这些全球愿望的进程。 也就是说,对于对审计其活动感兴趣的团队或公司来说,通常会担心会成为评估的接收对象,指出他们的效率低下,或者让他们盯着需要实施的大量可能的改进。“审计”一词对许多人来说都带有负面的含义,因为它意味着要求进行审计的实体(决策者)不信任现有的本地化框架。 但实际上,这与事实大相径庭。本地化审核有助于: 使本地化活动与公司目标保持一致 许多本地化专业人员非常专注于执行与本地化相关的日常活动,以至于他们可能会忽略大局和业务的长期目标。当这种情况发生时,可能很难记住最初实施特定本地化策略的原因(员工流失在这方面也没有帮助)。当我们试图确定企业是否成功地应用了这一策略时,也可能很难获得一个诚实的答案。进行本地化审计是一种很好的方法,可以让利益相关者退一步、观察并确保日常活动、流程和工具继续有效地支持组织的目标。 本地化审计也可以被看作是内部调整的工具。 调整的目的是通过显示本地化活动如何支持大公司的业务目标及其部门和/或业务单位的业务目标,将本地化转移到上层管理人员的雷达上。通过在审计过程中获得的强调本地化的积极影响的结果来证明这一点,可以进行交易。 这些结果可能会改变组织对本地化团队的整体看法,将本地化团队视为值得信赖的工人蜜蜂不停地插入即时翻译交付成果的看法转变为本地化被认为是组织增长雄心的核心功能。本地化计划的相关性意味着全球化和本地化功能牢牢地植根于公司文化、DNA 和业务目标中。相关性意味着提供它的专业人员被视为增长杠杆。 深入研究本地化计划中可能不起作用的领域 审计可以帮助本地化团队检查所有当前的活动,以了解它们是否成功。审计是通过审计员的客观眼光来查看本地化设置的时间,以确定本地化计划可能表现不佳的地方。其结果是一份详细的领域清单,以继续改进公司扩张计划的内容。 接触到新的思想和不同的战略 本地化审计需要对一个组织进行大量的研究。它通常需要几十个小时,以及一些内部或外部利益相关者的潜在参与,他们与本地化团队进行互动——从市场营销到产品,再到语言供应商。结合审计师的专业知识,它可以成为发现该项目要尝试的新想法的强大方法。例如,在研究过程中,审计员可以识别出一种工具,允许在本地化pm和翻译人员之间自动进行文件传输,从而为团队节省了无数小时的手工工作。诸如此类的改进,以及它们产生的成本节约,可以证明雇佣审计师的成本是合理的(可能是很多倍以上)。 从长远来看节省时间和/或金钱 审计和在医生家进行的健康检查没有什么不同。如果没有定期检查,一家公司可能会无意识地把时间和金钱浪费在那些效果不佳的本地化活动上。通过专注于对组织产生最有意义的结果的活动,进行审计有助于最大化本地化预算。 本地化经理有一个常见的误解,即强制实施审计期间发现的每个潜在改进领域。现实是完全不同的。审核本地化程序并不直接意味着团队必须包含在此过程中已经确定的每一个建议。事实上,如果当时没有人支持或没有人手去执行这些建议,政府便无须承诺执行这些建议。审计的目的是确定今后需要改进的领域,而不是强制执行这些领域。

以上中文文本为机器翻译,存在不同程度偏差和错误,请理解并参考英文原文阅读。

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