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A true “case story” about
 Knowledge Workers and
Information Professionals

      KCUK 2009
Story outline
Chapters

Part 1 - A global consultancy 3 years ago
          Gregory Culpin (Knowledge Plaza)

Part 2 - A global consultancy today, case study
          Scott Gavin (Applied Trends)
Meet Jeremy




He works as an
      external
   consultant.
Meet Charlotte




She works as
an internal analyst and information
broker.
Both work for a global consultancy
company.
Both are busy on the same
           problems




and could be of great help to each
              other
if only they knew
how to find each other.
Meet Marc, their
knowledge manager.




His job is to connect
Jeremy and Charlotte.
He observes Charlotte




• receiving sector-specific requests (input)
• finding/organizing information sources
• delivering summary reports and newsletters
(output)
Charlotte is
well organized and
has Gen X habits.




• corporate address book for locating people
• e-mail / phone for communication
• shared drive / CMS for electronic documents
• bookshelves for paper documents
He observes Jeremy




• translating customer needs (input)
• finding reliable information
• delivering relevant solutions
(output)
Jeremy is a digital native and uses many free
tools




          Delicious for bookmarking important sources
     Linkedin for colleagues’ past and current activities
               Twitter for tapping into a global mindset
                   Wikis for client project collaboration
As most knowledge workers, they follow
 a search-gather-and-deliver process



... and spend 1 day per week* searching
      for information and for people.



      * Source: Information@Work report, IDC, January 2007
Marc is trying everything to bring them
together
Wikipedia is doing so well on the Web,




He decides to roll-out similar Enterprise 2.0
tools.
What does Jeremy think about this ?
Jeremy is surprised at the low participation
rate
which is actually similar to the Web.
What did Charlotte think about this ?
Refindability issues due to bad scalability.
Collaboration is a beautiful
          dream
First serve the individual
Currently Jeremy and Charlotte
      manage many information items




websites     documents   e-mails   contacts   references




           in different ways and places.
First goal : help Jeremy and Charlotte
   organize their own information.
Second goal : help them access
information from people they know
Third goal : help them discover
new information and new people
Scott Gavin in conjunction with Knowledge Plaza




                                                        ca
                                                        se
                                                         st
                                                             ud
                                                             y
                    PART I
★ why we built knowledge plaza
★ which social software aspects were key
★ challenges and learnings



           KC UK 2009 London
global consultancy


knowledge
centre
$5bn annual revenue
Consultant
             Request



                                          Knowledge
                                            Center
                                          Researchers


              what they do
                                          Research




                                Network




                                                      Experts
 Package
                                          Knowledge
Knowledge
 Package
                         Research, gather, annotate, report
accurate timely
   consistent
relevant leveraged
            location
 experts

  info challenges
current pain points
current pain points
experts
identify +
leverage




             who are the experts?
current pain points
experts      search
identify +   internal and
leverage     external




         too many search boxes!!!
current pain points
experts      search         knowledge
identify +   internal and   getting it out of
leverage     external       the inbox




        centralizing and capturing
current pain points
experts       search          knowledge           discovery
identify +     internal and   getting it out of   enable passive
leverage       external       the inbox           discovery




             social requirements
sourcing a solution


     km         search
          doc management
      people directory
profiles
    collaboration
inspired by




                     we
                        b
                       2.
                          0
but not blinded by
ta
                Tagging               gg
                                         in
                                           g

on the web
del.icio.us
connotea
diigo
flickr
connectbeam
cogenz




 * tag knowledge items and people
 * easily discoverable by all
 * taxonomy & folksonomy
sh
            Sharing of info items        ar
                                            in
                                                 g

on the web
Twitter
Reddit
Digg
Blogs
Delicious
Flickr




* easily share links, docs, websites
* commenting on shared items
* get stuff out of email
su
                                           bs
        Subscribe to Information              cr
                                                 ib
                                                   e


on the web
Google Reader
Netvibes
Feed Demon
Newsgator
You browser!




 * trap information, create alerts
 * create personalized newswires
 * put users in control of information
pr
          Profiles and Networks           ofi
                                             le
                                               s

on the web
Facebook
LinkedIn
Most 2.0 apps
MySpace*




* connect with colleagues and share
* users to become a way to find information
* identify subject matter experts
ra
Ratings and Recommendations             tin
                                              gs


on the web
Amazon
Apple
ITunes
Digg




* find top content based on ratings
* influence order of search results
* allow consultants to rate reports
Dashboards and Newsfeeds




                                       ne
                                        w
                                            s
on the web
LinkedIn
Facebook
Twitter
MicroPlaza




* tracking network activity
* keeping on top of requests and comments
packaging of knowledge
unique req?
  find
  store
  annotate
  collate
  decide
  share




* for re-use, collaboration, publishing
* sale, brokerage, syndication
Culture Clash




KM vs Social Software?
two year dev
    pilot

 20,000 +
    tiles
★   do more with information
                 make it social
★




                                              se
                                              us e
                                               ar
                                                er ng
        be discoverable




                                                 ch
                                                  s a in
                                                     s es
    information and interactions lead back
                             to your profile
★   facilitate discovery
           intentionally or otherwise
★   package information
          gather, annotate and share
challenges/learnings
challenges/learnings
fatigue and
pessimism
don’t talk about
web 2.0 or social !

don’t offer solid
replacements,
instead enhance
processes

non-mandatory
challenges/learnings
fatigue and           stickiness
pessimism
don’t talk about      email digests
web 2.0 or social !
                      dashboards
don’t offer solid
replacements,         user interactions
instead enhance
processes             tie all these back
                      to platform
non-mandatory
challenges/learnings
fatigue and                                fear of
                      stickiness
pessimism                                  sharing
don’t talk about      email digests        put the roi on
web 2.0 or social !                        personal use
                      dashboards
don’t offer solid                          sharing is not the
replacements,         user interactions    primary user aim
instead enhance
processes             tie all these back   build the system
                      to platform          around sharing
non-mandatory
challenges/learnings
fatigue and                                fear of              sharepoint
                      stickiness
pessimism                                  sharing
                                           put the roi on       don’t compete,
don’t talk about      email digests
                                           personal use         integrate
web 2.0 or social !
                      dashboards
                                           sharing is not the   it’s part of the
don’t offer solid
                                           primary user aim     ecosystem
replacements,         user interactions
instead enhance
                                           build the system     let users choose
processes             tie all these back
                      to platform          around sharing
non-mandatory
group discussion

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Knowledge and Content UK 2009 (KCUK) presentation and case study

  • 1. A true “case story” about Knowledge Workers and Information Professionals KCUK 2009
  • 2. Story outline Chapters Part 1 - A global consultancy 3 years ago Gregory Culpin (Knowledge Plaza) Part 2 - A global consultancy today, case study Scott Gavin (Applied Trends)
  • 3. Meet Jeremy He works as an external consultant.
  • 4. Meet Charlotte She works as an internal analyst and information broker.
  • 5. Both work for a global consultancy company.
  • 6. Both are busy on the same problems and could be of great help to each other
  • 7. if only they knew how to find each other.
  • 8. Meet Marc, their knowledge manager. His job is to connect Jeremy and Charlotte.
  • 9. He observes Charlotte • receiving sector-specific requests (input) • finding/organizing information sources • delivering summary reports and newsletters (output)
  • 10. Charlotte is well organized and has Gen X habits. • corporate address book for locating people • e-mail / phone for communication • shared drive / CMS for electronic documents • bookshelves for paper documents
  • 11. He observes Jeremy • translating customer needs (input) • finding reliable information • delivering relevant solutions (output)
  • 12. Jeremy is a digital native and uses many free tools Delicious for bookmarking important sources Linkedin for colleagues’ past and current activities Twitter for tapping into a global mindset Wikis for client project collaboration
  • 13. As most knowledge workers, they follow a search-gather-and-deliver process ... and spend 1 day per week* searching for information and for people. * Source: Information@Work report, IDC, January 2007
  • 14. Marc is trying everything to bring them together
  • 15. Wikipedia is doing so well on the Web, He decides to roll-out similar Enterprise 2.0 tools.
  • 16. What does Jeremy think about this ?
  • 17. Jeremy is surprised at the low participation rate
  • 18. which is actually similar to the Web.
  • 19. What did Charlotte think about this ?
  • 20. Refindability issues due to bad scalability.
  • 21. Collaboration is a beautiful dream
  • 22. First serve the individual
  • 23. Currently Jeremy and Charlotte manage many information items websites documents e-mails contacts references in different ways and places.
  • 24. First goal : help Jeremy and Charlotte organize their own information.
  • 25. Second goal : help them access information from people they know
  • 26. Third goal : help them discover new information and new people
  • 27. Scott Gavin in conjunction with Knowledge Plaza ca se st ud y PART I ★ why we built knowledge plaza ★ which social software aspects were key ★ challenges and learnings KC UK 2009 London
  • 29. Consultant Request Knowledge Center Researchers what they do Research Network Experts Package Knowledge Knowledge Package Research, gather, annotate, report
  • 30. accurate timely consistent relevant leveraged location experts info challenges
  • 32. current pain points experts identify + leverage who are the experts?
  • 33. current pain points experts search identify + internal and leverage external too many search boxes!!!
  • 34. current pain points experts search knowledge identify + internal and getting it out of leverage external the inbox centralizing and capturing
  • 35. current pain points experts search knowledge discovery identify + internal and getting it out of enable passive leverage external the inbox discovery social requirements
  • 36. sourcing a solution km search doc management people directory profiles collaboration
  • 37. inspired by we b 2. 0 but not blinded by
  • 38. ta Tagging gg in g on the web del.icio.us connotea diigo flickr connectbeam cogenz * tag knowledge items and people * easily discoverable by all * taxonomy & folksonomy
  • 39. sh Sharing of info items ar in g on the web Twitter Reddit Digg Blogs Delicious Flickr * easily share links, docs, websites * commenting on shared items * get stuff out of email
  • 40. su bs Subscribe to Information cr ib e on the web Google Reader Netvibes Feed Demon Newsgator You browser! * trap information, create alerts * create personalized newswires * put users in control of information
  • 41. pr Profiles and Networks ofi le s on the web Facebook LinkedIn Most 2.0 apps MySpace* * connect with colleagues and share * users to become a way to find information * identify subject matter experts
  • 42. ra Ratings and Recommendations tin gs on the web Amazon Apple ITunes Digg * find top content based on ratings * influence order of search results * allow consultants to rate reports
  • 43. Dashboards and Newsfeeds ne w s on the web LinkedIn Facebook Twitter MicroPlaza * tracking network activity * keeping on top of requests and comments
  • 44. packaging of knowledge unique req? find store annotate collate decide share * for re-use, collaboration, publishing * sale, brokerage, syndication
  • 45. Culture Clash KM vs Social Software?
  • 46. two year dev pilot 20,000 + tiles
  • 47. do more with information make it social
  • 48. se us e ar er ng be discoverable ch s a in s es information and interactions lead back to your profile
  • 49. facilitate discovery intentionally or otherwise
  • 50. package information gather, annotate and share
  • 52. challenges/learnings fatigue and pessimism don’t talk about web 2.0 or social ! don’t offer solid replacements, instead enhance processes non-mandatory
  • 53. challenges/learnings fatigue and stickiness pessimism don’t talk about email digests web 2.0 or social ! dashboards don’t offer solid replacements, user interactions instead enhance processes tie all these back to platform non-mandatory
  • 54. challenges/learnings fatigue and fear of stickiness pessimism sharing don’t talk about email digests put the roi on web 2.0 or social ! personal use dashboards don’t offer solid sharing is not the replacements, user interactions primary user aim instead enhance processes tie all these back build the system to platform around sharing non-mandatory
  • 55. challenges/learnings fatigue and fear of sharepoint stickiness pessimism sharing put the roi on don’t compete, don’t talk about email digests personal use integrate web 2.0 or social ! dashboards sharing is not the it’s part of the don’t offer solid primary user aim ecosystem replacements, user interactions instead enhance build the system let users choose processes tie all these back to platform around sharing non-mandatory