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Brief a Translator on a Customer Story Without Losing the Customer’s Meaning

A customer story has been approved in English. A regional team now wants to use it in another language.

Sending only the final page leaves the translator to guess what product terms mean, which words belong to the customer and which claims need careful handling. A short handoff can prevent those guesses.

Send the context with the copy

Include the intended reader, the story’s purpose, the source version and the planned destination. Give the language specialist the relevant approved interview passages where a quotation depends on context.

Identify names, product terms and labels that should remain consistent. Explain an unfamiliar term instead of asking the translator to preserve an English phrase nobody in the new market would use.

Microsoft’s global-writing guidance recommends clear language and attention to idioms. That is useful preparation, but the final language still needs a reader who understands the audience.

Prepare a translation handoff

This fictional example concerns an operations customer story.

Field Handoff instruction
Source Approved English story, version 3
Reader Operations leaders assessing implementation effort
Destination Local website article
Customer quotation Preserve the limited statement about Friday reviews
Product term Use the approved local term for “workspace”
Numbers and units Retain the source period and currency unless an explicit conversion is agreed
Permission Confirm that the requested language and destination are covered
Review owner Named native-language editor plus the relevant customer approver

Translation is not permission to extend a claim or reuse the story in every channel.

Protect the meaning, not the English word order

Consider this fictional source sentence: “It helped our two-person team prepare the Friday review.”

A stronger version saying the product “automates all reporting” would change the meaning. A literal phrase that sounds awkward to the intended reader is also a poor result.

Give the reviewer the task: produce natural language that keeps the team size, the limited activity and the customer’s level of certainty intact.

Let the language specialist rewrite sentence structure. Ask them to flag ambiguity rather than resolve it by inventing detail.

Review more than the body text

Check the title, chart labels, captions, link text and social introduction. A careful article can be undermined by a promotional headline that makes a broader claim.

Review dates, decimal separators, job titles and units in the local context. If money is converted, state the agreed basis rather than silently replacing one currency symbol with another.

Approve the finished language version

Give the customer the actual language version and explain the intended use. Where a separate bilingual review is needed, agree who can provide it before setting the release date.

Keep the source and translated versions linked in the project record. Later factual corrections should reach both.

Use the approval map to allocate that responsibility and the evidence register to preserve the supporting material. The finished story should sound native to its reader while still representing the customer accurately.