Skip to main content

Customer Relationship Management (CRM)

🏢 Client Overview

Coheris by ChapsVision is a French software publisher specializing in CRM and analytics solutions.
Their flagship product, Coheris CRM, is a modular and scalable platform designed to optimize customer relationships, streamline sales and marketing operations, and enhance service quality.
With advanced features like omnichannel integration, GDPR compliance, business intelligence, and text mining, Coheris CRM empowers organizations to centralize customer data, personalize interactions, and make data-driven decisions across departments.

📇 Key Elements

CategoryData
ClientCoheris by ChapsVision
Project YearsSeptember 2022 to January 2023
LanguageFrench & English
Tools and Frameworks- Docusaurus 2.x
- ReDocusaurus
ApproachDocs-as-code methodology
RoleSenior Technical Writer & Consultant
Collaboration ModeDirect collaboration (no intermediary)

🧩 Project Overview

The mission: Redesign the Coheris CRM software Suite documentation in French and English, spanning installation, updates, integration (REST APIs, external data flows), configuration, and functional administration.

Consulting & Strategy

I assessed an obsolete, PDF-based deliverable produced with FrameMaker, Word, and AsciiDoc—tools that blocked timely updates and prevented R&D from contributing.

To unlock collaborative authoring, I proposed a docs-as-code approach powered by Docusaurus. This solution centralized content editing, version control, and site generation, all within the team’s existing GitLab environment.

Technical writing & Implementation

  • Conducted a full documentation audit and hands-on feature review, generating representative data sets for realistic examples.

  • Migrated all documentation to Markdown, set up individual Docusaurus sites for each application release, and enabled built-in i18n for seamless French/English delivery.

  • Updated every screenshot, diagram, and illustration to reflect the latest UI and workflows.

  • Completely overhauled the REST API section—rewrote endpoints, integrated ReDoc; for improved developer experience, and aligned specs with actual behavior.

  • Initiated GitLab CI/CD to automate builds, previews, and publication, ensuring continuous documentation updates alongside software releases.

This structured, bilingual documentation now empowers both developers and administrators with clear, up-to-date guidance—streamlined through a modern docs-as-code pipeline.

👩‍💻 My Role

As Senior Technical Writer & Consultant, I audited Coheris’ outdated FrameMaker and Word manuals and devised a docs-as-code approach using Docusaurus in GitLab.
I migrated all content to Markdown with integrated French/English i18n, revamped the REST API section with ReDoc, refreshed visuals, and set up CI/CD workflows across main, develop, and release branches to automate builds and publications in close collaboration with R&D.

🛰️ Technologies & Tools

Docusaurus, REST API, Swagger, ReDoc, Visual Studio Code, Markdown, GitLab, Sourcetree.

This documentation is not publicly available and therefore cannot be included in my portfolio.