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Leveraging KM and the Foundation for Artificial Intelligence

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This presentation by EK's Zach Wahl, originally presented at the annual DoD/Federal KM Symposium on May 15, 2019, discusses how knowledge management serves as a key foundation for Knowledge AI.

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Leveraging KM and the Foundation for Artificial Intelligence

  1. 1. LEVERAGING KM AS THE FOUNDATION FOR AI 2019 DoD and Federal KM Symposium May 15, 2019 @EKCONSULTING
  2. 2. ZACH WAHL FOUNDER, PRESIDENT, AND CEO, EK @ZACHARYWAHL, @EKCONSULTING Technical expert in the areas of Knowledge Management including: KM Strategy, Taxonomy Design, Ontologies, Search, Organizational Development
  3. 3. AGENDA Understanding Knowledge Management (KM) 01 02 Discussing KM as the Foundation for AI 03 Uncovering the Five Levels of Knowledge Artificial Intelligence (KAI) 04 Visualizing KAI for Inter-American Development Bank (IDB)
  4. 4. KNOWLEDGE MANAGEMENT INVOLVES THE PEOPLE, CULTURE, PROCESSES, AND ENABLING TECHNOLOGIES NECESSARY TO CAPTURE, MANAGE, SHARE, AND FIND INFORMATION.
  5. 5. DECONSTRUCTING KM PEOPLE PROCESS CONTENT CULTURE TECHNOLOGY • Flow of knowledge through the organization. • Knowledge holders and knowledge consumers. • Understanding of state and disposition of experts. • Existence and consistency of processes. • Awareness of and adherence to processes. • Quality of processes. • State and location of content. • Consistency of structure and architecture. • Dynamism of content. • Understanding of usage (analytics). • Senior support and comprehension. • Willingness to share, collaborate, and support. • Maturity of “KM Suite.” • Integration with and between systems. • Usability and user- centricity. @EKCONSULTING, @ZACHARYWAHL
  6. 6. FIND CAPTURE CREATE CONNECT MANAGEENHANCE ACT KM IN ACTION Knowledge and Information Management (KM) efforts exist on the same spectrum, with knowledge moving from tacit to explicit, and then content moving from unstructured to structured. The most effective KM efforts are those that are driven by business value and end user needs. KM can offer immediate value while laying the foundation for advanced search, customized knowledge experience, and artificial intelligence. @EKCONSULTING, @ZACHARYWAHL
  7. 7. BUSINESS OUTCOMESKM OUTCOMES § Improved findability and discoverability of content. § Less time waiting, searching, and recreating knowledge. § Increased use and reuse of information. § Decreased knowledge loss. § Improved organizational awareness and alignment. § Culture of knowledge sharing. § Enhanced quality, availability, and speed of learning. § Increased awareness of, and connection to, experts. § Improved productivity. § Decreased cost (and cost avoidance). § Increased employee satisfaction and retention. § Faster and better up-scaling of employees. § Improved customer satisfaction and retention. § Improved delivery. § Improved sales. § Increased collaboration and innovation. § Future readiness. @ZACHARYWAHL, @EKCONSULTING
  8. 8. KM FOUNDATIONS FOR AI WHY KM MATTERS CONTENT CLEANUP CONTENT GOVERNANCE TAXONOMY DESIGN CONTENT TYPES KNOWLEDGE SHARING CULTURE KM LEADERSHIP @EKCONSULTING, @ZACHARYWAHL
  9. 9. TAXONOMY DESIGN WHAT IS TAXONOMY DESIGN? WHAT IS THE VALUE TO AI? Classification of an organization's knowledge and information for the purposes of findability and discoverability. An effective business taxonomy will span an enterprise’s information, users, and potential needs as it is usable, intuitive, and natural. Ensure faceting works and different types of content from different sources can be seamlessly integrated. Provide a way for the machine to understand an organization’s vocabulary. Taxonomies are the building blocks to Ontologies, which are foundational for building relationships and context. Ensures an organization can effectively capture, manage, and present their growing store of information. Provides structure to unstructured information. Informs metadata and content tagging efforts. WHAT IS THE INDEPENDENT VALUE? @EKCONSULTING, @ZACHARYWAHL
  10. 10. CONTENT CLEANUP WHAT IS CONTENT CLEANUP? WHAT IS THE INDEPENDENT VALUE? WHAT IS THE VALUE TO AI? The review and cleaning of outdated, obsolete, incorrect, and duplicative content. Determine if content should be maintained as-is, updated, archived, or removed. Cleaned and enhanced content, with tags, ensures the right content surfaces for the end user and is weighted appropriately. AI requires training material. An organization needs to provide quality training material so that it can get to a high quality machine. Improved KM is worthless without the right information. Increases productivity as employees spend less time shifting through inaccurate and/or not actionable content. Decreases risk as employees are presented with accurate content.“Only 20-30% of all content stores should be maintained during a content migration.” @EKCONSULTING, @ZACHARYWAHL
  11. 11. CONTENT TYPES WHAT IS A CONTENT TYPE? WHAT IS THE INDEPENDENT VALUE? WHAT IS THE VALUE TO AI? The process of defining common or standard templates for the types of content users interact with within a specific system. Includes the definition of text fields and description of what information should be found in each field as well as the definition of which metadata fields apply to a specific template. Allows AI to surface appropriate elements of content in the most flexible manner possible. Enables different types of content to be mapped intelligently. Enables granular tagging for greater relationship identification. Standardizes and optimizes the way content is captured and presented, ensuring it remains “fresh” and accurate to best serve the needs of the organization. Decreases the amount of time required to create new content. Increases the readability and digestibility of content. @EKCONSULTING, @ZACHARYWAHL
  12. 12. CONTENT GOVERNANCE WHAT IS CONTENT GOVERNANCE? WHAT IS THE INDEPENDENT VALUE? WHAT IS THE VALUE TO AI? A common set of standards and processes that are designed to maintain and consistently improve the content over time. An effective governance plan includes: - Business Case - Roles and Responsibilities - Policies and Procedures - Communication, Education, and Marketing Ensures accuracy of the content. Ensures the accuracy of the ontology model. Enables the appropriate controls and flexibility to serve evolving needs, user behaviors, and clearer user understanding. Enables ongoing content management and continuous improvement of content over time. Increases the effectiveness of the organization’s content strategy efforts in order to meet its business objectives. @EKCONSULTING, @ZACHARYWAHL
  13. 13. KM LEADERSHIP WHAT IS KM LEADERSHIP? WHAT IS THE INDEPENDENT VALUE? WHAT IS THE VALUE TO AI? Enables and promotes knowledge processes such as knowledge creation, transfer, and dissemination, and creates environment/culture/ atmosphere which stimulates and facilitates active engagement in these processes. With KM Leadership, an organization can better strategize, budget, and champion for the implementation of the KM elements foundational for actionable AI. Promotes the acceptance of a new culture. Promotes the value of sound and systematic knowledge sharing by modeling best-practices, signaling the strategic importance of the investment. Encourages, recognizes, and rewards knowledge sharing in support of the sustainment of KM efforts. @EKCONSULTING, @ZACHARYWAHL
  14. 14. KNOWLEDGE SHARING CULTURE WHAT IS A KNOWLEDGE SHARING CULTURE? WHAT IS THE INDEPENDENT VALUE? WHAT IS THE VALUE TO AI? An organization that builds knowledge sharing into the day-to-day behaviors and actions of its workforce. Includes user-centric processes and concepts, such as Gamification, to ignite collaboration and learning. Surfaces the newly shared knowledge in a form that is easy to find and discover. All of the right knowledge is seeded in the right place to add the value. Knowledge must be captured to be related and surfaced. Faster knowledge dissemination. Keeps knowledge workers engaged, increases productivity and innovation, and fosters continuous learning and growth. Rewards good behavior. @EKCONSULTING, @ZACHARYWAHL
  15. 15. THE FUTURE SOLUTION + ONTOLOGY KNOWLEDGE GRAPHS = ARTIFICIAL INTELLIGENCE @EKCONSULTING, @ZACHARYWAHL
  16. 16. FIVE LEVELS OF KAI KNOWLEDGE ARTIFICIAL INTELLIGENCE (KAI) IS THE APPLICATION OF ARTIFICIAL INTELLIGENCE CONCEPTS AND THEORIES TO ENSURE THE APPROPRIATE CAPTURE, MANAGEMENT, AND PRESENTATION OF THE FULL SPECTRUM OF KNOWLEDGE AND INFORMATION. @EKCONSULTING, @ZACHARYWAHL
  17. 17. FIVE LEVELS OF KAI ANSWER § Basic query/response capabilities. § Action-oriented search, chatbots, and voice assistants. @EKCONSULTING, @ZACHARYWAHL
  18. 18. FIVE LEVELS OF KAI RECOMMEND § Recommendations based on user behavior, tags, analytics, and a combination thereof. § “Push” capabilities to go beyond finding and enabling discovery. @EKCONSULTING, @ZACHARYWAHL
  19. 19. FIVE LEVELS OF KAI § Combination of different types, formats, and sources of content into a contextualized whole. § Integrates parts and wholes of individual content types in order to provide a cohesive answer. COMBINE @EKCONSULTING, @ZACHARYWAHL
  20. 20. FIVE LEVELS OF KAI INFER § Goes a step beyond Combine and introduces programmed decision-making logic into the mix. § Triggered based on intelligence or prompts in order to build new content that doesn’t just answer a query, but answers a need/want. § Results in the creation of new content, highly customized for a specific user or case. @EKCONSULTING, @ZACHARYWAHL
  21. 21. FIVE LEVELS OF KAI CONT. § Incorporates predictive capabilities to spot trends, identify potential risks and opportunities, and provide actionable guidance leveraging a complete view and understanding of the knowledge and information that exists. § Generates and surfaces the right knowledge before you even know you need it. § Spots demographic trends to fill gaps and needs before they exist. ADVISE @EKCONSULTING, @ZACHARYWAHL
  22. 22. WE’LL BE ANSWERING QUESTIONS NOW Q A& THANKS FOR LISTENING Q & A SESSION @EKCONSULTING, @ZACHARYWAHL

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