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Streamlining documentation: Share your workflow tips!

  • April 25, 2024
  • 1 reply
  • 26 views

Tayan H
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Hey everyone! Alright, so we all know how crucial documenting technical requirements is. When you’re working on product development and UX design, it’s easy to get lost in the weeds of a project. Plus, there are often so many talented team members coming from diverse backgrounds (engineers, designers, product managers, etc.), and it’s important to make sure they’re all on the same page.

So, with that in mind, we want to know your workflows for documenting technical requirements! 

On our teams at Lucid, we (roughly) follow these three steps:

  • Product and design teams use wireframes to visualize desired experiences. This also helps engineers understand the project and identify the technical systems that will be affected.
  • Then the engineers create data flows and visualize architecture in Lucidchart. They can automatically generate UML or ER diagrams to quickly visualize plans.
  • From there, engineer teams can align and relay technical requirements. Using the product diagrams as a reference, engineering and design can come together to clarify complex systems and align on UX solutions all in one place.

Check out more ways our product and UX teams use Lucid.

Do your teams follow a general process for documentation? What are your best tips for creating great documentation? Share all the details in the comments below! 👇

Ria S
Lucid Legend Level 8
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  • Lucid Legend Level 8
  • May 17, 2024

Hi @Tayan H 

Our teams follow guidance from ISO 9001 (Quality Management System Standard) for our document management. We follow structured guidelines that ensure clarity, consistency, and accessibility. Here are the best tips to achieve this:

  1. Start with a detailed table of contents that outlines the document structure. This helps readers navigate the document easily.

    • Use consistent heading levels and styles to break down information into digestible sections and subsections.
  2. Use Clear and Concise Language that is easy to understand. Use active voice to make the content more direct and engaging.

  3. Incorporate Visual Aids such as diagrams, charts, screenshots and infographics to illustrate complex ideas and processes. Visual aids help in better comprehension and retention of information

  4. Provide necessary background information to give context to the content. This helps in understanding the relevance and application of the information.

  5. Use Standardized Templates for different types of documentation. This ensures a uniform look and feel across all documents. Templates should include predefined sections like introduction, objectives, procedures, and conclusions.

  6. Conduct periodic reviews of the documentation to ensure it remains current and relevant. Involve stakeholders and subject matter experts in the review process

  7. Implement a mechanism for collecting feedback from users. This can be done through surveys, feedback forms, or direct communication.

  8. Store documentation in a centralized, easily accessible repository.

  9. Provide training to team members on how to create and maintain documentation. This includes writing skills, using templates, and understanding best practices.


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