Best practices in knowledge management<br />SharePoint in DoD Joint Environments<br />Marie-Michelle Strah, PhD<br />
Who am i?<br />Marie-Michelle Strah, PhD<br />Twitter: @cyberslate<br />Email: michelle AT lifeincapslock DOT com<br />Wor...
Twitter: #bpc11<br />Live Blogging:<br />http://womeninsharepoint.org/SitePages/BPC11LiveBlog.aspx<br />
Overview<br />Introduction<br />Objectives<br /><ul><li>Clarity: What is Knowledge Management?
Direction: Operationalize effective policy and governance
Confidence: Align organizational knowledge needs and IT infrastructure to enable effective “knowledge management”</li></ul...
What is knowledge management?<br />And what does it mean for SharePoint?<br />
KM: Beyond the Buzzwords<br />
KM is not…<br />“Social Computing” …what is this anyway?<br />Collaboration …what is this anyway?<br />Feature-driven (i.e...
KM and Strategy<br />
KM and SharePoint<br />
Case Study Format<br />Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury (DCoE for PH/TBI)...
Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury 2009-2010<br /><ul><li>Pain Points
New organization with little to no established processes (management)
Clinical research
Joint services
Integration with existing civilian agencies (including VA/NIH)</li></li></ul><li>Defense Centers of Excellence for Psychol...
Command adoption (DCoE)
Robust knowledge management initative:
TMA (Tricare Management Activity) records management
Subject matter expertise
   Champion: Chief of Staff</li></li></ul><li>Define the Scope<br /><ul><li>CoP: Communities of Practice
Information Architecture and Site Taxonomy
Social Network Analysis
Latent Semantic Analysis
Interprofessional Collaboration
Taxonomies
Folksonomies
Behavioral Sciences</li></li></ul><li>User-Generated Content: KM and Boundaries…<br />
DoD: KM and Security… LOL<br />
Changing Regulatory Environment<br />
KM: It’s a Brave New World<br />
Best Practice 1: SCOPE<br />Define what KM means for the organization<br />
Portfolio Management and CoP<br /><ul><li>Factor 1: Gather - do a project inventory
Factor 2: Identify – projects that match a strategic objective
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Best Practices in SharePoint for Knowledge Management

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Day Two Presentation at SharePoint Best Practices Conference in La Jolla, CA March 8, 2011.

Great interactive session on looking at "big picture" of formal and informal knowledge capture and transfer and how to scope, architect and project manage realistic solution in complex and highly regulated environment.

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Best Practices in SharePoint for Knowledge Management

  1. 1. Best practices in knowledge management<br />SharePoint in DoD Joint Environments<br />Marie-Michelle Strah, PhD<br />
  2. 2. Who am i?<br />Marie-Michelle Strah, PhD<br />Twitter: @cyberslate<br />Email: michelle AT lifeincapslock DOT com<br />Work: mstrah AT broadpoint DOT net<br />Blog: http://lifeincapslock.com<br />Linkedin: www.linkedin.com/in/drstrah<br />SharePoint Solutions Architect and Practice Lead, BroadPoint Technologies www.broadpoint.net<br />Women in SharePoint DC<br />www.meetup.com/womeninspdc<br />Women in SharePoint<br />www.womeninsharepoint.org<br />
  3. 3. Twitter: #bpc11<br />Live Blogging:<br />http://womeninsharepoint.org/SitePages/BPC11LiveBlog.aspx<br />
  4. 4. Overview<br />Introduction<br />Objectives<br /><ul><li>Clarity: What is Knowledge Management?
  5. 5. Direction: Operationalize effective policy and governance
  6. 6. Confidence: Align organizational knowledge needs and IT infrastructure to enable effective “knowledge management”</li></ul>Case Study Format – Longitudinal Perspective<br />Best Practices (3)<br />Worst Practice<br />Tradeoff<br />
  7. 7. What is knowledge management?<br />And what does it mean for SharePoint?<br />
  8. 8. KM: Beyond the Buzzwords<br />
  9. 9. KM is not…<br />“Social Computing” …what is this anyway?<br />Collaboration …what is this anyway?<br />Feature-driven (i.e. Team Sites, MySites)<br />Platform-driven (it’s not a SharePoint “thing”)<br />
  10. 10. KM and Strategy<br />
  11. 11. KM and SharePoint<br />
  12. 12. Case Study Format<br />Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury (DCoE for PH/TBI)<br />
  13. 13. Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury 2009-2010<br /><ul><li>Pain Points
  14. 14. New organization with little to no established processes (management)
  15. 15. Clinical research
  16. 16. Joint services
  17. 17. Integration with existing civilian agencies (including VA/NIH)</li></li></ul><li>Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury 2009-2010<br /><ul><li>Processes
  18. 18. Command adoption (DCoE)
  19. 19. Robust knowledge management initative:
  20. 20. TMA (Tricare Management Activity) records management
  21. 21. Subject matter expertise
  22. 22. Champion: Chief of Staff</li></li></ul><li>Define the Scope<br /><ul><li>CoP: Communities of Practice
  23. 23. Information Architecture and Site Taxonomy
  24. 24. Social Network Analysis
  25. 25. Latent Semantic Analysis
  26. 26. Interprofessional Collaboration
  27. 27. Taxonomies
  28. 28. Folksonomies
  29. 29. Behavioral Sciences</li></li></ul><li>User-Generated Content: KM and Boundaries…<br />
  30. 30. DoD: KM and Security… LOL<br />
  31. 31. Changing Regulatory Environment<br />
  32. 32. KM: It’s a Brave New World<br />
  33. 33. Best Practice 1: SCOPE<br />Define what KM means for the organization<br />
  34. 34. Portfolio Management and CoP<br /><ul><li>Factor 1: Gather - do a project inventory
  35. 35. Factor 2: Identify – projects that match a strategic objective
  36. 36. Factor 3: Prioritize – score and categorize your projects
  37. 37. Factor 4: Manage – actively manage the portfolio</li></li></ul><li>Defense Centers of Excellence for Psychological Health and Traumatic Brain Injury 2009-2010<br /><ul><li>Processes
  38. 38. Command adoption (DCoE)
  39. 39. Robust knowledge management initative:
  40. 40. TMA (Tricare Management Activity) records management
  41. 41. Subject matter expertise
  42. 42. Champion: Chief of Staff</li></li></ul><li>Solutions for Collaboration<br />Solution Timeline:<br /><ul><li>Phase I – continuous - Branding – SharePoint 2007 portal
  43. 43. Phase II – 3 months - Identification of KM team and strategic planning
  44. 44. Phase III – 3 months - Identification of Power Users and training
  45. 45. Phase IV – 3 months and ongoing – Content Migration and Integration with civilian agencies (SharePoint 2003 and 2007)</li></li></ul><li>BEST PRACTICE 2: Critical success factors for Cop in healthcare<br />5 Key Critical Success Factors<br />
  46. 46. Solutions for Collaboration<br />Critical Success Factors for CoP in Healthcare:<br /><ul><li>CSF1: Cohesion and Levels of Trust
  47. 47. CSF2: Technology
  48. 48. CSF2.1: Performance
  49. 49. CSF2.2: Reliability
  50. 50. CSF2.3: Accessibility
  51. 51. CSF3: Governance
  52. 52. CSF 3.1 Knowledge Management
  53. 53. CSF 3.2 Content Management Strategy
  54. 54. CSF4: Leadership Support and Incentivization
  55. 55. CSF5: Credibility and Retention</li></ul>Li, Grimshaw et al. June 2009<br />Roger January-March 2005<br />http://www.slideshare.net/cyberslate/tricky-fit-spsdc-may-2010-strah-slide-deck<br />
  56. 56. Overarching CSF<br />User adoption<br />Quick wins<br />Look and feel<br />Must facilitate formal and informal collaboration<br />Ease of use<br />
  57. 57. BEST PRACTICE 3: Evaluate km ecosystem<br />SharePoint Ecosystem and Composite Applications<br />
  58. 58. Solutions for Collaboration<br />SharePoint 2007 Quick Wins:<br /><ul><li>TMA Records Management and Content Migration (“file share”)
  59. 59. SharePoint 2003 Site Migration
  60. 60. Infrastructure: Server Farm (Army/TMA)
  61. 61. Document Management
  62. 62. Team Sites
  63. 63. Content Management and Publication
  64. 64. Announcements
  65. 65. Calendaring and events management</li></li></ul><li>Transforming Toolkit – SharePoint and Composite Solutions<br />http://www.buckleyplanet.com/2011/03/sharepoints-social-computing-scorecard.html<br />
  66. 66. Solutions for Collaboration<br /><ul><li>Results:
  67. 67. 100% adoption within 3 months
  68. 68. Integration of 8 directorates and 6 component centers as a unified command within 6 months
  69. 69. Groundbreaking at NICoE (National Intrepid Center of Excellence) 2010</li></li></ul><li>Lessons Learned<br />After Action Report<br />Challenges:<br /><ul><li>Staffing
  70. 70. IPT (Integrated Product Team)
  71. 71. Infrastructure and server farm implementation
  72. 72. Data architecture
  73. 73. Authentication
  74. 74. Project Planning: Make or Buy and Business Case Analysis</li></li></ul><li>WORST PRACTICE<br />Failure to evaluate infrastructure<br />Fractured enterprise architecture<br />Fractured contracting environment<br />
  75. 75. Lessons Learned (2)<br />After Action Report<br />Enablers:<br /><ul><li>Staffing
  76. 76. Agile/Scrum Methodologies
  77. 77. SharePoint SDLC
  78. 78. Executive Support
  79. 79. Phased/Iterative Deployments
  80. 80. Flexibility/Adaptability</li></li></ul><li>TRADEOFF<br />Quick Wins<br />The “good enough” solution<br />The “good enough” solution for “right now”<br />
  81. 81. SUMMARY<br />BP1: Scope<br />BP2: Follow critical success factors for knowledge management in healthcare<br />BP3: Effectively evaluate knowledge management ecosystem<br />Worst Practice: Failure to plan or adequately assess infrastructure to support knowledge management<br />Tradeoff: Limited scope for “good enough”<br />
  82. 82. Marie-Michelle Strah, PhDTwitter: @cyberslateEmail: michelle AT lifeincapslock DOT comWork: mstrah AT broadpoint DOT netBlog: http://lifeincapslock.comLinkedin: www.linkedin.com/in/drstrah<br />Contact Information and Follow Up<br />See also: Live Blogging:<br />http://womeninsharepoint.org/SitePages/BPC11LiveBlog.aspx<br />
  83. 83. THANK YOU!<br />Please be sure to fill out your session evaluation!<br />
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