Software Partner Technical Guide — Professional Work

A long-form technical guide created in a professional SaaS environment to help software partners complete tasks and find answers within a complex billing and payment platform. The project required task analysis, information architecture, procedural writing, screenshot planning, and translating technical functionality into clear, usable documentation.

The guide combines procedural writing with visual guidance so users understand both what a feature does and how to use it. It demonstrates my ability to learn complex software, organize substantial technical information, and turn it into practical documentation.

Software partners and their support staff working directly in the platform, alongside internal teams who assist them.

Not every performance need requires a course. Technical documentation can provide durable, searchable support at the moment of need.

Partners work in the platform intermittently and across many different tasks, so the right solution was reference material they could return to rather than training they would have to remember.

The guide is organized around common functions and the tasks partners perform within them, so someone can find the section that matches their situation instead of learning the system's internal organization first.

Each procedure pairs written steps with the interface it describes, which is what makes documentation usable at the moment of need rather than only during a read-through.

The original guide was created as part of my professional work for a former employer and is not publicly distributed. To protect employer-owned materials and internal system information, this portfolio presents the design approach, documentation strategy, and skills demonstrated rather than pages from the original guide.