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AIIM Info360 2011: No ECM - No KM !
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AIIM Info360 2011: No ECM - No KM !

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My slides from my presentation at the AIIM Info360 conference in 2011. The main premise is that you cannot have KM, whatever definition you use without good information management, and that requires …

My slides from my presentation at the AIIM Info360 conference in 2011. The main premise is that you cannot have KM, whatever definition you use without good information management, and that requires an ECM strategy for unstructured information.

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  • Just a very quick over view to show that I have some background in the subject I am talking about
  • David Gurteen coined the term KM 2.0 in his 2007 Information Online Keynote in London. His main point was that KM1.0 failed because it consisted of additional tasks, like making sure you point the document into the RM system, or completed an entry in the separate Knowledge Base system etc. He suggested that web 2.0 / enterprise 2.0 “social” technologies would push forward a new way of looking at KM – hence KM2.0
  • So, returning to the full title of this presentation, where does ECM fit with respect to EIM and KM ? An holistic view of where ECM fits in the big picture, which also provides an indication of the value proposition
  • KM requires good EIM, which in turn requires an ECM strategy for unstructured informationKM is about people, and about taking an holistic “systems” view of the organizationECM is about taking an equally holistic view of our unstructured information assets in all their varied forms

Transcript

  • 1. No ECM – No KM !
    Or: How ECM fits into your Knowledge Management and Enterprise Information Management strategies
    Jed Cawthorne MBA MBCS CITP
    AIIM Info360 Conference 2011
  • 2. Slideshare.net version
    This is a variant of the slides used in my presentation at the 2011 AIIM Info360 conference
    The corporate branding of my employer has been removed from the slides
    I have removed a few slides and added some slides with comments – as with any presentation its difficult to provide the full flavor without the “audio track” provided by the presenter at the conference.
  • 3. My Experience in the ECM field
    The Open University: ESA, Mars Express Mission
    Science Data Archiving Manager, Beagle 2 Lander
    The Open University
    ECM Requirements and procurement Project Manager
    ECM Implementation Programme Manager
    Prescient Digital Media
    Intranet, CMS, Enterprise Search Consultant
    Canadian Tire Corporation
    Senior KM Specialist
    KPMG International
    Knowledge Manager, Global Quality & Risk Management
  • 4. My very simple assertion
    You can not achieve a knowledge enabled organization without good Information Management; this is independent of your working definition of Knowledge Management
    An ECM strategy is key to managing all your unstructured information within an overall Enterprise Information Management strategy.
  • 5. We need to fill in the gaps
    We need to fill in some of the gaps in the pyramid on the next slide.
    The pyramid is a simple visualization of the hierarchical progression from atomic items of data, that are transformed via data processing of some sort and have context applied to produce items of information.
  • 6.
  • 7. Definitions of Knowledge Management
    Prof. Michael Sutton, Gore School of Business at Westminster College reported to the 2008 International Conference on Knowledge Management that he had assembled a library of over 100 definitions !
    Original definition (?) – Thomas Davenport 1994: “Knowledge management is the process of capturing, distributing and effectively using knowledge”
    The point I would like to make, and will illustrate as we move ahead, is that the different definitions, indeed the different schools of thought on KM all still require good information management as an underpinning.
  • 8. A working definition of KM
    “KM is an effort to increase useful knowledge within an organization. Ways to do this include encouraging communication, offering opportunities to learn, and promoting the sharing of knowledge objects or artifacts”
    Dr Claire McInerny, Knowledge Management and the Dynamic Nature of Knowledge, Journal of the American Society for Information Science and Technology, 2002
    Knowledge Objects or artifacts: documents in an DM repository, institutional records, pages in a wiki, blog articles and comments, web pages on the intranet, emails etc…. In other words not just Knowledge Base entries.
  • 9. Definitions again !
    AIIM definition of ECM:
    “Enterprise Content Management (ECM) is the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management of an organization's unstructured information, wherever that information exists.”
    Strategies and methods to manage, store, preserve etc the ‘knowledge objects’ of the previous definition.
  • 10. The Stages of KM
    Stage 1 – Intranets & Intellectual Capital
    Stage 2 – Human Relations, cultural dimensions
    Stage 3 – Content & retrievability
    Stage 4 – Access to external information
    The Stages of KM: C.McInerny & M.Koenig, KM Processes in Organizations, Theoretical Foundations and Practice, Synthesis Lectures on Information Concepts, Retrieval and Services #18, Morgan & Claypool, 2011
  • 11. Stage 1: Intranets and IC
    IT driven
    Intellectual Capital
    Intranets and extranets
    Best Practices and Lessons Learned
    Stage 2: Human Relations; cultural dimensions
    Communities of Practice
    Organizational Culture
    The Learning Organization (Senge)
    Tacit Knowledge (Nonaka & Takeuchi – SECI)
  • 12. Stage 3: Content & Retrievability
    Structuring content & adding index terms (metadata)
    Content Management technologies
    Taxonomies
    Stage 4: Access to External Information
    Firewall-less universal access?
    Importance of context
    ‘Social Technologies’ ? KM 2.0 ?
  • 13. Comment on The Stages of KM
    • Stage 1 – Intranets & Intellectual Capital: heavy IT emphasis
    • 14. Stage 2 – Human Relations, cultural dimensions: introducing the key human aspects
    • 15. Stage 3 – Content & retrievability: introduction of content management related technologies !
    • 16. Stage 4 – Access to external information: KM 2.0?
    • 17. David Gurteen coined the term KM 2.0 in his 2007 Information Online Keynote in London. His main point was that KM1.0 failed because it consisted of additional tasks, like making sure you place a document into the RM system, or completed an entry in the separate Knowledge Base system etc. He suggested that web 2.0 / enterprise 2.0 “social” technologies would push forward a new way of looking at KM – hence KM2.0
  • Return to my simple assertion
    Going back to my simple assertion, I posit that whether your organisation is in KM Stage 1 or Stage 4, whether you believe in Nonaka’s SECI theory that you can convert tacit knowledge into explicit and then share it, or whether you believe that only information can be shared; this means to achieve some contextual form of KM in your organisation you need good enterprise information management, and therefore for unstructured information, a good enterprise content management strategy.
    So we can revisit the pyramid with the gaps filled in:
  • 18.
  • 19. The latest KM and ECM fashions…..
    Thomas Davenport writing recently on the need for companies to develop a new strategy for knowledge work discusses two approaches:
    The free access approach
    The structured provision of knowledge: “In corporate parlance, such technologies are often called case management systems” 1
    For exmaple IBM and EMC now talk about case management in an ECM context
    1. Rethinking Knowledge Work: A strategic approach, T. Davenport, McKinsey Quarterly, McKinsey & Company, February 2011
  • 20. Where ECM fits into KM perspective
  • 21. My simple assertion revisited
    KM requires good EIM, which in turn requires an ECM strategy for unstructured information
    Get back to the office and review your strategies and plans, if you have them
    Good place to start – a simple information charter:
    http://www.intranetfocus.com/about/information-charter
  • 22. Free learning: Knowledge Technologies in Context from OpenLearn.open.ac.uk
    Click on the graphic above to access a free online course !
  • 23. No ECM – No KM !
    Jed Cawthorne, MBA MBCS CITP
    www.ecm-stuff.blogspot.com
    www.twitter.com/jedpc
    http://www.cmswire.com/author/jed-cawthorne/