The Knowledge Management Infrastructure Prof.E.Vandijck “ If we only knew what we know at TI “ Jerry Junkins Former chairman , President and CEO of TI Knowledge Knowledge is a broader and more difficult to define concept than information. We obtain knowledge when the information is also interpreted and therefore made usable. We get knowledge by creating associations and by earning insight. The Pyramid Wisdom Knowledge Information Data Types of Knowledge We can distinguish between two major types of knowledge Tacit Knowledge Explicit Knowledge Tacit Knowledge Tacit knowledge: resides in someone´s head, it does not exist in explicit form and is not easily transferred to others. Undocumented In people´s heads A source of explicit knowledge The highest-value knowledge is that held by employees Experience Insight expertise Explicit Knowledge Explicit knowledge is stored in digitized form so that it can be viewed, read, used and applied. Structured Books, reports Databases Drawings Methodologies Trend analysis Unstructured Illustrations Articles E-mails, news More directly usable Forms of Knowledge Conversion Tacit knowledge Explicit knowledge Tacit Knowledge Socialization Externalization Explicit Knowledge Internalization Combination Externalization of Tacit Knowledge Best for: Advantage: Limits: Examples: Source: Gartner group Provide guide to experts Capture and Codify Knowledge Innovative Unique solutions Multiple, Repeatable solutions Low KM solution cost Sharable by many Demand on availability of experts Major conversion and maintenance Investment banking Strategic consulting Supply chain mngt SAP install Benefits of Explicit Knowledge Payoff: Asset Management New Intelligence Reuse elements Protect from loss Discover trends Anticipate Improve strategic action Internal Sources: Key employees Critical databases Critical business processes Employees, product, service and customer analysis E-commerce feedback External Sources: Market analysis Internet research New feeds Internet research Source: Gartner group Benefits of Tacit Plus Explicit Knowledge Solution support Applying pragmatic experience to replicate decision making for complex problems Examples Complex contracts or decisions Diagnosis and treatment in healtcare Building direct-marketing campaigns Payoff Improve process and service performance Best practices databases Knowledge Management What is Knowledge Management ? Knowledge management is not The implementation of a technology Knowledge management is a multidisciplinary approach that integrates • Business strategy • Cultural values • Work processes Good technological support is crucial, but is not enough to create a good knowledge environment. Knowledge Management The broad process of identifying, capturing, organizing, transferring and using knowledge . Knowledge management promotes collaborative Process approach and group work. Framework: Enablers Leadership Apply Adapt Measurement Share Create Organizational Leadership Knowledge Organize Culture Identify Collect Technology Source: American Productivity & Quality Center - Carla O’Dell, C.Jackson Grayson Facts Enterprise invested in KM-relevant technology Intranets Groupware Data warehouses Data mining Enterprises forgot the non-technical work Aligning knowledge to business goals Mapping knowledge content Creating networks of knowledge users Changing culture and defining KM role Business Benefits of KM KM generates economic and business benifits by: Providing broad and easy access to enterprise knowledge Leveraging knowledge trough improved collaboration processes and technologies Integrating KM into work tasks and processes of employees Stimulating innovation and the creation of new knowledge Gartner group study showed that 60% of knowledge management programs resulted in success Aspects of Knowledge Management Knowledge discovery Generating knowledge from data Knowledge representation Human-readable knowledge Machine-readable knowledge Ontologies (study of being, general properties) Knowledge filtering Knowledge searching Search engines Intelligent agents Visualization models Within the Company Companies try to manage and use this knowledge in a more systematic way. Required actions. define which knowledge is required in order to define and execute the strategic business plan; organizations must implement a system that assures a continuous flow from the members of the organization, the knowledge workers, towards the infrastructure that supports the knowledge management; there has to be an integration of the strategy, the processes, the cultural and technical aspects of knowledge management . Setup of an Enterprise Knowledge Architecture. KM Success Is Focused on the Business Do first Determine role of knowledge in achieving company goals Select mission-critical business areas for high KM impact Knowledge-enable key processes and decision making Try to make the link between improved knowledge and business results Start small projects within the business culture Do then Encyclopedia of R&D or operations knowledge Know-how of departing experts Capture tacit knowledge in explicit form Business Architecture Knowledge Architecture Enterprise Architecture Information Architecture Data Architecture IT Architecture The Enterprise Architecture The IT architecture: basis for the other components. Hardware. Network and communication environment. The system management tools. The middleware and the basic software. The data architecture. How data will be collected, stored and distributed. Those data are raw data in an updateable form, needed for later interpretation and usage. Important aspects here are reliability, integrity and security. The Enterprise Architecture In the information architecture: basis and the guideline for the ICT-management. The ICT-strategy of the enterprise is captured. It is the translation of the enterprise business strategy into high-level information needs. A set of applications that are build to fulfil business needs. The knowledge architecture. How and where the organization creates and distributes knowledge in all the forms. The business architecture. The way the enterprise planned to achieve its business strategy. This strategy includes goals and objectives, seen in the context of the environment of stakeholders, employees, competitors and other internal and external factors. Gathering. Document management. Office systems. Data entry. Dissemination. Email, voice mail, … Web. Inquiry systems. Data warehouse, data mart. Networks. Lan, wan, Internet, intranet, extranet. Storage. Knowledge Management Infrastructure •extract •combine •transform •derive •analyze •present Databases, files, ... Meta data, dictionaries, … Groupware. Collaboration tools. Conferencing tools. Analysis. Data mining. OLAP. Knowledge Architecture Data Layer Metadata - Data Structure - Data Content - Taxonomy - Knowledge maps - Thesaurus Data Sources Data Types Data Formats • Groupware repository • Relational databases • XML • Document management • Text files • HTML • Intranets • Audio/video • ASCII • File servers • Web pages • GIF • WWW • E-mails • MPEG • … • … • … Portals Provide a window into information, systems and processes of an organization Portals are essential to support KM Enterprise portals Personal portals A portal provides a uniform access to Documents (unstructured data) Databases (structured data) Applications … Based on a knowledge map, repositories and indexes Build-in filtering mechanisme To be combined with Push Technology The Knowledge Framework in Practice The components of a technologic knowledge architecture Knowledge repositories and libraries Knowledge carthography Communities of knowledge workers The Knowledge Flow Knowledgerepositories and Libraries Organizing available Explicit knowledge e.g. case based reasoning Also tacit knowledge of specific experts Source:Borghoff 1998 The Knowledge Flow Communities of knowledgeworkers Technological applications for exchanging tacit knowledge Technology that supports conversion from tacit to explicit knowledge and the other way around Knowledge Carthography Meta-knowledge. Map of knowledge domains Explicit Knowledge in Document Format Documents is a traditional method for the codification of knowledge Better usage of already available documents On-line document databases Lessons-learned archives Best practices databases Document knowledge bases for knowledge domains without unique answers Development of a knowledge repository Setup of a Knowledge Repository What documents are we going to store, and why? Manuals to support maintenance Client documentation for marketing … Avoid overload Selection based on predefined criteria Alternatives Special task to select documents Everybody can add documents Organizing Documents Values in an index or meta-knowledge Attributes of a knowledge document Activities Keywords Type of document Product or service Authority (owner, usability, quality, …) of the knowledge Time and validity period The Knowledge Flow Support the knowledge flow is the basic goal of knowledge management. It is the central component in the framework, and the the link between the three other components. It stimulates the interaction between: The tacit knowledge generated and exchanged between the community of the knowledge workers; The explicit knowledge in the knowledge repositories; The explicit meta-knowledge used as the corporate knowledge map. The basis for the technological structure. are the itelligent agents. Intelligent Agents Intelligent agents: perform tasks on behalf of something else like e.g. a person, a system or a business proces;. it is a small computerprogram that can perform tasks on his own, including take some decissions; an agent can react on events; it can contain simple rules or it can be based on more complex techniques like neural networks; they run in background, often without being seen by the users. Useful in two of the components of the framework: in knowledge repositories; in knowledge carthography. Intelligent Agents in Knowledge Repositories Personal agents To master information overload; To switch from pull to push mode; Personalized content filtering; User profile, based on a personal thesaurus and intelligent search algorithms; Technical agents Automatic document indexing; Important in case-based reasoning systems; Intelligent Agents in Communities of Knowledge Workers Personal agents Responsible for activity planning (workflow environments); Interaction with actor agents that define the role of the worker in the business process; A workflow agent tries to find a personal agent that can perform a certain task; Asks the personal agent whether this task fits in planning of the specific knowledge worker; A deliberation agent will check the requests against the availability of the personal agents; An instance of the actor, containing the goals and activities of the task, is added to the personal agents. Integration of the Components Using Intelligent Agents Knowledge repositories • Technical agent (e.g.indexing) •Personal agents Knowledge Workers 2. Inquiry for explicit knowledge 1. Add explicit knowledge Explicit Explicit • Technical agent (e.g.workflow agent) •Personal agents Tacit Tacit 4. Input for profiles of people and communities 6. Input for profiles of people, communities and processes Dynamic adaption and creation 3. Inquiry for profiles of people and communities Knowledge carthography • Agents / Profiles Definition •Personal agents •Communities •Processes 5. Inquiry for profiles of people, communities and processes Building the Environment Decision Framework for KMproject Identify Key Values Define KM strategy Evaluate Enterprise Strategy/direction for KM « Values » • Business model • Service goals • Identify business goals for KM • Select a knowledge recovery strategy • Evaluate potential for Cultural and business shift • Evaluate potential benefits Analyse Benefits/measures • Set performance measures • Determine cost and other resources for KM • Ensure business unit support and funding Source: Gartner Group Set KM performance goals •Explicit knowledge apps. •Tacit knowledge apps. •Combined apps. •Set performance goals Critical Success Factors KM strategy Mission, goals, vision, alternatives, responsibilities, … Resources Budget for staff, development, … Technology Network, user delivery, tools, maintenance, storage Motivation For sharing knowledge Promotion and Training Cultural Success Factors Combine value contributed by individual with value of contributions by groups. Face-to-face meetings are still required to bring contributers together. Consistent terminology and models are critical. Communities of practice and experience on processes and knowledge. Cultural change is required. Citation There is nothing more difficult to plan , more doubtful of success, nor more dangerous to manage than the creation of a new system. For the initiator has the enmity of all who would profit by the preservation of the old system and merely lukewarm defenders in those who would gain by the new one. Machiavelli, 1513 Computer Technologies for KM Groupware: mail, Lotus Notes, Intranet,Chat boxes, … Multimedia, video, … Documentation systems and XML Expert systems Artificial Intelligence systems Data Warehousing, OLAP, data mining, statistics Search engins, encyclopedia, in-text search Case-based reasoning Agents Computer based training Mentioned reasons for KM In decreasing order of importance: Integrate multiple sources of data Marketing and sales Growth and innovation Business process inprovement People orientation Service improvement IT orientation Information Management orientation Cost savings Source: Gartner group Think about this ! Knowledge management technology does not equal Knowledge management for the same reason that an exercise machine does not equal exercise