CHAPTER 8 Helping Organizations Access, Share And Use Information Opening Case: Leveraging Knowledge at Bell Canada McGraw-Hill-Ryerson ©2011 The McGraw-Hill Companies, All Rights Reserved 8-2 Chapter Eight Overview • SECTION 8.1 – TURNING INFORMATION INTO KNOWLEDGE – – – – – – – Teams, Partnerships, and Alliances Collaboration Content Management Systems Workflow Management Systems Groupware Systems Knowledge Management KM and Social Networking • SECTION 8.2 – ENTERPRISE PORTALS – What are Enterprise Portals – The Potential of Enterprise Portals – Factors Affecting Enterprise Portal Adoption and Use Copyright © 2011 McGraw-Hill Ryerson Limited 8-3 Learning Outcomes 1. Explain how information systems can help companies turn information into knowledge, and build partnerships, teams and alliances. 2. Describe what is meant by a collaboration system, and how such systems can support both structured and unstructured collaboration. 3. Explain the differences between, and business advantages of, various types of collaboration systems, such as groupware, content management systems, and workflow management systems. Copyright © 2011 McGraw-Hill Ryerson Limited 8-4 Learning Outcomes 4. Understand the difference between knowledge management and knowledge management systems. 5. Explain how enterprise portals can help organizations access, share, and utilize information better. Copyright © 2011 McGraw-Hill Ryerson Limited SECTION 8.1 TURNING INFORMATION INTO KNOWLEDGE McGraw-Hill-Ryerson ©2011 The McGraw-Hill Companies, All Rights Reserved 8-6 TEAMS, PARTNERSHIPS, AND ALLIANCES • Organizations create and use teams, partnerships, and alliances to: – Undertake new initiatives – Address both minor and major problems – Capitalize on significant opportunities • Organizations create teams, partnerships, and alliances both internally with employees and externally with other organizations Copyright © 2011 McGraw-Hill Ryerson Limited 8-7 TEAMS, PARTNERSHIPS, AND ALLIANCES • Collaboration system – supports the work of teams by facilitating the sharing and flow of information Copyright © 2011 McGraw-Hill Ryerson Limited 8-8 TEAMS, PARTNERSHIPS, AND ALLIANCES • Organizations form alliances and partnerships with other organizations based on their core competency – Core competency – an organization’s key strength, a business function that it does better than any of its competitors – Core competency strategy – organization chooses to focus specifically on its core competency and forms partnerships with other organizations to handle nonstrategic business processes Copyright © 2011 McGraw-Hill Ryerson Limited 8-9 TEAMS, PARTNERSHIPS, AND ALLIANCES • Information technology can make a business partnership easier to establish and manage – Information partnership – occurs when two or more organizations cooperate by integrating their IT systems, thereby providing customers with the best of what each can offer • The Internet has dramatically increased the ease and availability for IT-enabled organizational alliances and partnerships Copyright © 2011 McGraw-Hill Ryerson Limited 8-10 COLLABORATION • Collaboration system: An IT-based set of tools that supports the work of teams by facilitating the sharing and flow of information • Collaboration solves specific business tasks such as telecommuting, online meetings, deploying applications, and remote project and sales management Copyright © 2011 McGraw-Hill Ryerson Limited 8-11 COLLABORATION • Two categories of collaboration 1. Unstructured collaboration (information collaboration) - includes document exchange, shared whiteboards, discussion forums, and e-mail 2. Structured collaboration (process collaboration) - involves shared participation in business processes such as workflow in which knowledge is hardcoded as rules Copyright © 2011 McGraw-Hill Ryerson Limited 8-12 CONTENT MANAGEMENT SYSTEMS • Content management system (CMS) – provides tools to manage the creation, storage, editing, and publication of information in a collaborative environment • CMS marketplace includes: – Document management system (DMS) – Digital asset management system (DAM) – Web content management system (WCM) Copyright © 2011 McGraw-Hill Ryerson Limited 8-13 CONTENT MANAGEMENT SYSTEMS • Common types of content management systems Copyright © 2011 McGraw-Hill Ryerson Limited 8-14 CONTENT MANAGEMENT SYSTEMS • Content management system vendor overview Copyright © 2011 McGraw-Hill Ryerson Limited 8-15 WORKFLOW MANAGEMENT SYSTEMS • Work activities can be performed in series or in parallel and involve people and automated computer systems • Workflow – defines all the steps or business rules, from beginning to end, required for a business process • Workflow management system – facilitates the automation and management of business processes and controls the movement of work through the business process Copyright © 2011 McGraw-Hill Ryerson Limited 8-16 WORKFLOW MANAGEMENT SYSTEMS • Messaging-based workflow system – sends work assignments through an email system • Database-based workflow system – stores documents in a central location and automatically asks the team members to access the document when it is their turn to edit the document Copyright © 2011 McGraw-Hill Ryerson Limited 8-17 GROUPWARE SYSTEMS • Groupware technologies Copyright © 2011 McGraw-Hill Ryerson Limited 8-18 GROUPWARE SYSTEMS • Groupware – software that supports team interaction and dynamics including calendaring, scheduling, and videoconferencing Copyright © 2011 McGraw-Hill Ryerson Limited 8-19 GROUPWARE SYSTEMS • Instant messaging application Copyright © 2011 McGraw-Hill Ryerson Limited 8-20 KNOWLEDGE MANAGEMENT • Knowledge management (KM) – involves capturing, classifying, evaluating, retrieving, and sharing information assets in a way that provides context for effective decisions and actions • Knowledge management system (KMS) – supports the capturing, organization, and dissemination of knowledge (“know-how”) throughout an organization Copyright © 2011 McGraw-Hill Ryerson Limited 8-21 Explicit and Tacit Knowledge • Intellectual and knowledge-based assets fall into two categories 1. Explicit knowledge – consists of anything that can be documented, archived, and codified, often with the help of IT 2. Tacit knowledge - knowledge contained in people’s heads Copyright © 2011 McGraw-Hill Ryerson Limited 8-22 Explicit and Tacit Knowledge • The following are two best practices for transferring or recreating tacit knowledge – Shadowing – less experienced staff observe more experienced staff to learn how their more experienced counterparts approach their work – Joint problem solving – a novice and expert work together on a project Copyright © 2011 McGraw-Hill Ryerson Limited 8-23 Explicit and Tacit Knowledge Reasons why organizations launch knowledge management programs Copyright © 2011 McGraw-Hill Ryerson Limited 8-24 KM Technologies • Knowledge management systems include: – – – – – Knowledge repositories (databases) Expertise tools E-learning applications Discussion and chat technologies Search and data-mining tools Copyright © 2011 McGraw-Hill Ryerson Limited 8-25 KM and Social Networking • Finding out how information flows through an organization – Social networking analysis (SNA) – a process of mapping a group’s contacts (whether personal or professional) to identify who knows whom and who works with whom – SNA provides a clear picture of how employees and divisions work together and can help identify key experts Copyright © 2011 McGraw-Hill Ryerson Limited 8-26 OPENING CASE QUESTIONS Leveraging Knowledge at Bell Canada 1. What type of information does the MKC portal collect and distribute as a means of promoting knowledge sharing and learning? How is this type of information different than that found in transactional databases and data warehouses containing summarized information? 2. Give examples of decision-making scenarios where information obtained from the MKC portal would be used. How would these decision-making scenarios differ from those where employees use transactional information obtained from databases? From summarized information obtained from data warehouses and data marts? Copyright © 2011 McGraw-Hill Ryerson Limited 8-27 OPENING CASE QUESTIONS Leveraging Knowledge at Bell Canada 3. How has a centralized MKC portal improved knowledge sharing and information partnerships within Bell Canada and across the BCE family of companies? What is the ROI of centralizing the MKC portal solution? 4. What enhancements could be made to the MKC portal to further promote collaboration among project teams at Bell? 5. What enhancements could be made to the MKC portal to further promote employees understanding the information obtained from the portal and their ability to potentially put that information into action? That is, what features or functions added to the portal would help employees glean insights, make deductions, and forge new insights? Copyright © 2011 McGraw-Hill Ryerson Limited SECTION 8.2 ENTERPRISE PORTALS McGraw-Hill-Ryerson ©2011 The McGraw-Hill Companies, All Rights Reserved 8-29 What are Enterprise Portals? • Enterprise Portals - Are single-point Web browser interfaces used within an organization to promote the gathering, sharing, and dissemination of information throughout an enterprise. • Web browser interface facilitates navigation of the Enterprise Portal via: – Enterprise taxonomy or classification of information categories – Search engine – Hyperlinks to both internal and external resources Copyright © 2011 McGraw-Hill Ryerson Limited 8-30 Enterprise Portals Features • Publishing facility • Automatic indexing facility • Subscription facility • Intelligent agents Copyright © 2011 McGraw-Hill Ryerson Limited 8-31 The Potential of Enterprise Portals • Potential of Enterprise Portals – Facilitate knowledge creation, distribution, and use – Promote Collaboration • Portals must comprise three distinct areas to be effective Copyright © 2011 McGraw-Hill Ryerson Limited 8-32 Factors Affecting Enterprise Portal Adoption and Use Major factors affecting adoption and use of Enterprise Portals are not technical in nature Lesson Description Lesson #1 •In terms of information politics, the human struggle over an enterprise portal’s content and functionality can lead to resultant designs that favour certain stakeholder groups rather than address end-user needs. Lesson #2 •In terms of the system development process, a perceived slowness in changes to an enterprise portal’s design or information content can lead to user dissatisfaction. Copyright © 2011 McGraw-Hill Ryerson Limited 8-33 Factors Affecting Enterprise Portal Adoption and Use In terms of information culture, there are several lessons to be learned: Lesson Description Lesson #3A •With respect to information sharing, the provision of protected, secure areas in an enterprise portal to pre-defined individuals or groups can lead to greater exchange of documents and ideas. Lesson #3B •With respect to information overload, the filtering of information within an enterprise portal can lead to greater user acceptance of the system. Lesson #3C •With respect to information access, providing quick and universal access to an enterprise portal can lead to heightened usage. Lesson #3D •With respect to information control, offering a means to tailor the display and presentation of information on an enterprise portal can increase user satisfaction with the system. Lesson #3E •With respect to attitude towards using an enterprise portal, a positive perception towards and awareness of an enterprise portal’s functionality can lead to greater user adoption. Copyright © 2011 McGraw-Hill Ryerson Limited 8-34 Factors Affecting Enterprise Portal Adoption and Use • Insights from Computer Supported Cooperative Work (CSCW) on adoption and use of Enterprise Portals – Ensure that everyone benefits – Create incentives for use – Promote multiple perspectives – Understand current work practice Copyright © 2011 McGraw-Hill Ryerson Limited 8-35 OPENING CASE QUESTIONS Leveraging Knowledge at Bell Canada 6. Is the MKC portal an enterprise portal? Explain why or why not. 7. What features or functions could be added to the MKC portal to improve its potential as an enterprise portal? 8. Assume Bell Canada has an enterprise portal (let’s call it Bellnet) that is independent of the MKC portal. In this sense, the MKC portal would be a sub-portal of Bellnet. What are the advantages of setting things up this way? The disadvantages? 9. Using the lessons and insights listed in Figures 8.12 and 8.13 as a guide, what advice would you give Bell Canada to promote the avid use of the MKC portal? Copyright © 2011 McGraw-Hill Ryerson Limited 8-36 CLOSING CASE ONE DreamWorks Animation Collaboration 1. How can companies use Halo to increase their business efficiency? 2. Explain how a company like PepsiCo can use Halo to gain a competitive advantage in its industry. 3. How can knowledge management be increased by using a product such as Halo? 4. Why would a company like DreamWorks, that is not IT focused, be interested in collaboration systems? 5. What are a few of the security issues surrounding this type of information system? Copyright © 2011 McGraw-Hill Ryerson Limited 8-37 CLOSING CASE TWO Enterprise Content Management at Statoil 1. Why do you think content management is such a critical part of Statoil’s strategy? 2. Comment on the utility and importance of Statoil’s use of an information portal to promote enterprise-wide content management. 3. To what extent do you think Statoil’s predicament of information overload is typical for organizations in Canada? 4. What lessons learned and insights from the chapter's discussion on the factors affecting the adoption and use of enterprise portal could help promote Statoil’s adoption and use of its content management initiative? Copyright © 2011 McGraw-Hill Ryerson Limited 8-38 CLOSING CASE THREE Open Text Gets Social 1. Do you think the employment of social networking software will be commonplace in corporate environments in the future? What are the drivers of the use of such software? What are the inhibitors of use? 2. Why is e-mail not conducive to collaborative work? How are Web 2.0 technologies better suited to support collaborative work? 3. What is the advantage of having Web 2.0 software functionality built upon a strong underlying ECM platform? 4. What factors contribute to the current low levels of adoption of enterprise content management software by corporations? Copyright © 2011 McGraw-Hill Ryerson Limited