What's in a name? Not your org chart.

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Enterprise Knowledge

Presented at Midwest KM Symposium by Guillermo Galdamez (Senior Consultant at Enterprise Knowledge), the presentation, "What's in a name? Not your Org chart", explores taxonomy design best practices, and offers usable solutions to tagging and organizing knowledge assets without relying on an organigram.

WHAT’S IN A NAME? NOT YOUR ORG CHART
Guillermo Galdamez
August 9, 2019
Midwest KM Symposium
#2019MWKM

#2019MWKM

Strengths
•Fast & easy to implement
•Intuitive to users
#2019MWKM

Drawbacks
•Inflexible hierarchy
•Frequent changes
•Too many levels
•Reinforces existing boundaries
•It can get political
#2019MWKM

More on Taxonomy Design
#2019MWKM

CONSIDERATIONS
Objective:
Facts and attributes
Subjective:
Perspectives & mental models
#2019MWKM

EXAMPLE: Music
Mood
Activity
Event
Genre
Record label
Decade
Objective
Facts and attributes
Subjective
Perspectives & mental models
#2019MWKM

#2019MWKM
WHAT IS YOUR GO-TO MUSIC FOR A ROAD TRIP?

What alternatives do we have?

Implement a multi-faceted taxonomy
Resource Type
Project Type
Process
Topic
Cycle
Quarter
Industry
Region
Year
Product
Service
Event
AND MORE!!!
#2019MWKM

Use generic functional areas
• Human Resources
• Sales
• Legal
• Accounting
• … etc.
#2019MWKM

Use the top-most level of the
org chart
#2019MWKM

Use the org chart, I guess?
#2019MWKM

#2019MWKM
QUESTIONS?

KEEP THE CONVERSATION GOING…
LINKEDIN.COM/IN/GUILLERMOGALDAMEZ/
@GGXKM GGALDAMEZ@ENTERPRISE-KNOWLEDGE.COM
(571) 403-1109

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Sara Nash and Urmi Majumder, Principal Consultants at Enterprise Knowledge, presented on April 19, 2023 at KM World in Washington D.C. on the topic of Scaling Knowledge Graph Architectures with AI. In this presentation, Sara and Urmi defined a Knowledge Graph architecture and reviewed how AI can support the creation and growth of Knowledge Graphs. Drawing from their experience in designing enterprise Knowledge Graphs based on knowledge embedded in unstructured content, Sara and Urmi defined approaches for entity and relationship extraction depending on Enterprise AI maturity and highlighted other key considerations to incorporate AI capabilities into the development of a Knowledge Graph. View presentation below in order to learn about how: Assess entity and relationship extraction readiness according to EK’s Extraction Maturity Spectrum and Relationship Extraction Maturity Spectrum. Utilize knowledge extraction from content to gather important insights into organizational data. Extract knowledge with three approaches: RedEx Rule, Auto-Classification Rule, Custom ML Model Examine key factors such as how to leverage SMEs, iterate AI processes, define use cases, and invest in establishing robust AI models.

Scaling Knowledge Graph Architectures with AI

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Enterprise Knowledge

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Enterprise Knowledge

Building for the KM Archetypes at Your Company Taylor Paschal, Knowledge and Information Management Consultant at Enterprise Knowledge, and Jessica Malloy, Senior Knowledge Manager at Harvard Business Publishing presented on April 19, 2023 at the APQC Conference in Houston, Texas on the topic of Building for the KM Archetypes at Your Company. In this presentation, Jessica and Taylor define common types of personalities that are often present when building a KM program. Jessica and Taylor prompted attendees to think through the root causes of various behaviors and the approaches for taking these into account when driving KM forward in round table discussions supported by this worksheet (link). Attendees left with the ability to: Describe the importance of focusing on the unique culture of an organization when building and iterating on a KM program Recognize organizational archetypes and know how to adapt their KM program to them Conduct a cultural assessment of their own organization to ensure their KM program is meeting them where they are

Building for the Knowledge Management Archetypes at Your Company

Building for the Knowledge Management Archetypes at Your Company

Building for the Knowledge Management Archetypes at Your Company

Enterprise Knowledge

At Knowledge Graph Forum 2022, Lulit Tesfaye and Sara Nash, Senior Consultant discuss the importance of establishing valuable and actionable use cases for knowledge graph efforts. The discussion draws on lessons learned from several knowledge graph development efforts to define how to diagnose a bad use case and outlined their impact on initiatives - including strained relationships with stakeholders, time spent reworking priorities, and team turnover. They also share guidance on how to navigate these scenarios and provide a checklist to assess a strong use case.

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For KM practitioners, Agile frameworks have long been important for optimizing stakeholder value and satisfaction in KM initiatives. Over 20 years ago, a group of software developers revolutionized their field by introducing the Agile Manifesto to guide their industry in adopting Agile values, frameworks, and practices. However, until now, KM practitioners have lacked a formal framework demonstrating how to apply Agility to KM. In short, it is time to codify these Agile principles in a manner suited for the KM profession. Leveraging the original Agile Manifesto for inspiration, Andrew Politi and Megan Salerno introduced “The Agile KM Manifesto” at KM World 2022. The presentation is designed to initiate a conversation amongst KM practitioners across the industry about this initial version of the Agile KM Manifesto (the 'AKM'), and solicit feedback on future iterations. Next, the presenters walked through three EK case studies demonstrating how the application of its principles could have saved significant time in those initiatives. First, we described how a global non-profit approached EK to address duplicate and outdated content, and the lack of content creation standards. Applicable AKM principle: "Content should only be available to users if it is new, essential, reliable, dynamic, and reusable. If these criteria are not met, the content must be cleaned-up or archived accordingly.”" Next was a discussion of how national nuclear research laboratory struggled to share and discover knowledge from retiring employees and compartmentalized silos. Applicable AKM principle: “Tacit knowledge and expertise should be proactively and formally captured and stored in the same manner as explicit knowledge.” Finally, the presenters described how one of the largest multinational athletic apparel companies struggled to help geographically separated teams collectively and collaboratively reuse knowledge and create content across the globe, even functionally similar focus roles. Applicable AKM principle: “All KM efforts must leverage a common language. Develop, socialize, and employ a common KM language so stakeholders don't speak past each other and can maintain consensus throughout your KM effort.” Ultimately, this presentation served to introduce The AKM to the broader community, demonstrate its value, and solicit input from across the industry.

Introducing the Agile KM Manifesto.pdf

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Enterprise Knowledge

Angela Pitts, Sr. Consultant at Enterprise Knowledge, and Dave Simmons, Sr. Records Officer at General Services Administration (GSA), presented a case study in federal electronic records management that detailed the success of the GSA's Enterprise Document Management Solution (EDMS). They detailed the strategies used to identify elements of organizational change management required to successfully transition standard functions of records management (RM)—capture, maintenance, disposal, transfer, assignment of metadata, and reporting—from manual, paper-based practices to more efficient and less costly electronic systems. Records Management is a necessary component of successful Knowledge Management as it systematically manages valuable content created and owned by the business. With technological advancements, most agencies have seen the volume of document records increase exponentially because they are now frequently born and managed as digital content through the records lifecycle. Acknowledging the challenge of managing more content with fewer people, Angela and Dave explained how the design of GSA's lean and agile systems and workflows enabled the agency to reduce the resources and attention needed to manage content collections while maintaining legal compliance and quality standards.

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Enterprise Knowledge

Todd Fahlberg of Enterprise Knowledge, and Amber Simpson, a Senior Manager at Walmart Academy, presented on November 9, 2022 at the KMWorld Conference in Washington, DC on the topic of Building an Innovative Learning Ecosystem at Scale with Graph Technologies. In this presentation, Todd and Amber share how they’re making it easier for Walmart’s learning organization to manage content used by 2.4 million global associates with a custom Digital Library. The presentation provides insight into the challenges they faced and the lessons they learned along the way, in addition to their approach to design and implement the Digital Library. Todd and Amber also detail how and why they used graph technologies to make certain their solution can continue to scale to meet the needs of Walmart’s massive workforce and evolving business needs.

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On Thursday, November 10, Joe Hilger and Sara Duane spoke at Text Analytics Forum about identifying secure and confidential information using auto-tagging. Information security continues to grow in importance in today's society. We hear stories all of the time about hackers accessing private information from companies and government agencies. Every organization struggles with employees who store confidential information on insecure network drives or cloud drives. Joe and Sara did a project with a federal research organization that used auto-tagging and text analytics to identify confidential information that needed to be moved to a secure location. During the presentation, we shared the approach we took to identify this information and how we made sure that the tagging and text analytics were accurate. Attendees learned best practices for designing a taxonomy for auto-tagging and tuning auto-tagging as well as ways to identify confidential information across the enterprise.

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Enterprise Knowledge

Zach Wahl and Sara Mae O'Brien-Scott spoke at the 2022 Taxonomy Boot Camp in Washington, D.C. on taxonomy's critical role in delivering what every end user now expects—a seamless and personalized experience. Personalization is harnessed by the most successful organizations to anchor their content experience by allowing users to connect with content based on key characteristics. O’Brien-Scott and Wahl provided an understanding of how taxonomy powers personalization by detailing real-world use cases and best practices for taxonomy design for personalization. They discussed the personalization maturity scale, including how taxonomy lays the groundwork for enabling cutting-edge solutions such as recommendation engines, automated content assembly, and omnichannel delivery. They also shared expected outcomes of personalization such as increased conversion rates, a decrease in employee turnover, and stronger user engagement.

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Enterprise Knowledge

Tatiana Baquero Cakici, Senior KM Consultant, and Jennifer Doughty, Senior Solution Consultant from Enterprise Knowledge’s Data and Information Management (DIME) Division presented at the Taxonomy Boot Camp (KMWorld 2022) on November 17, 2022. KMWorld is the world’s leading knowledge management event that takes place every year in Washington, DC. Their presentation “Climbing the Ontology Mountain to Achieve a Successful Knowledge Graph” focused on how ontologies have gained momentum as a strong foundation for resolving business challenges through semantic search solutions, recommendation engines, and AI strategies. Cakici and Doughty explained that taxonomists are now faced with the challenge of gaining knowledge and experience in designing and documenting complex solutions that involve the integration of taxonomies, ontologies, and knowledge graphs. They also emphasized that taxonomists are well poised to learn how to design user-centric ontologies, analyze and map data from various systems, and understand the technological architecture of knowledge graph solutions. After describing the key roles and responsibilities needed for a team to successfully implement Knowledge Graph projects, Cakici and Doughty shared practical ontology design considerations and best practices based on their own experience. Lastly, Cakici and Doughty reviewed the most common use cases for knowledge graphs and presented real world applications through a case study that illustrated ontology design and the value of knowledge graphs.

Climbing the Ontology Mountain to Achieve a Successful Knowledge Graph

Climbing the Ontology Mountain to Achieve a Successful Knowledge Graph

Climbing the Ontology Mountain to Achieve a Successful Knowledge Graph

Enterprise Knowledge

Previously at KMWorld 2021, EK joined JPL to share the vision, approach, and delivery of the Institutional Knowledge Graph (IKG), a centrally maintained, ever-evolving knowledge graph identifying and describing JPL’s enterprise-wide concepts, such as people, organizations, projects, and facilities, and the relationships between them. Since August 2020, the IKG has offered a single source of enterprise information that other JPL applications can leverage to reduce redundancy and out-of-date or inaccurate data. In production for 2 years and now with several releases under its belt, the IKG is beginning to fulfill its promise as a foundational layer in the semantic pyramid for additional taxonomies and knowledge graphs to build upon. At KM World 2022, Bess Schrader, Senior Solutions Consultant at EK, and Ann Bernath, Software Systems Engineer at JPL, shared a follow-up to the IKG journey including a description of the Enterprise Semantic Platform, a look at new taxonomies and knowledge graphs at JPL (enterprise-wide, others specific to engineering, technical, or science domains) and how they are beginning to leverage the IKG’s foundation of JPL concepts to enrich their dataset into a broader context. This presentation discussed different techniques to federate or synchronize multiple knowledge graphs and how these diverse integrations benefit not only the new datasets, but also the IKG as it continues to pursue its overarching dream--providing answers to questions such as, “Who did what when?”, “Who should you call?”, and “Where is the Robotics Lab?”

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What's in a name? Not your org chart.

1. WHAT’S IN A NAME? NOT YOUR ORG CHART Guillermo Galdamez August 9, 2019 Midwest KM Symposium #2019MWKM

3. Strengths •Fast & easy to implement •Intuitive to users #2019MWKM

4. Drawbacks •Inflexible hierarchy •Frequent changes •Too many levels •Reinforces existing boundaries •It can get political #2019MWKM

5. More on Taxonomy Design #2019MWKM

6. CONSIDERATIONS Objective: Facts and attributes Subjective: Perspectives & mental models #2019MWKM

7. EXAMPLE: Music Mood Activity Event Genre Record label Decade Objective Facts and attributes Subjective Perspectives & mental models #2019MWKM

8. #2019MWKM WHAT IS YOUR GO-TO MUSIC FOR A ROAD TRIP?

9. What alternatives do we have?

10. Implement a multi-faceted taxonomy Resource Type Project Type Process Topic Cycle Quarter Industry Region Year Product Service Event AND MORE!!! #2019MWKM

11. Use generic functional areas • Human Resources • Sales • Legal • Accounting • … etc. #2019MWKM

12. Use the top-most level of the org chart #2019MWKM

13. Use the org chart, I guess? #2019MWKM

14. #2019MWKM QUESTIONS?

15. KEEP THE CONVERSATION GOING… LINKEDIN.COM/IN/GUILLERMOGALDAMEZ/ @GGXKM GGALDAMEZ@ENTERPRISE-KNOWLEDGE.COM (571) 403-1109