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April 10, 2001 A  performance-based  view of KMS . . .  for the sake of the enterprise shareholders,  customers, employees, and suppliers Push-Pull performance-based   Knowledge Management Systems P-1020 ISPI Conference San Francisco, April 2001 Presented by: Guy W. Wallace  EPPIC, Inc.
[object Object],Session Open Session Description ,[object Object],[object Object],[object Object],[object Object],[object Object]
Session Open Session Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Open Session Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Open Guy W. Wallace ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Guy has been in the T&D field since 1979 and an ISD consultant since 1982. He is the author of two books, more than 20 articles, and has presented more than 40 times at ISPI conferences and local chapters.  He is currently the treasurer and on the 1999–2000 Board of Directors of ISPI.
Session Open Guy W. Wallace’s ISD  via CAD Project  History ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Open Guy W. Wallace’s ISD  via CAD Project  History  (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Open Guy W. Wallace’s ISD  via CAD Project  History  (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Session Open What Worries Me about KMS ,[object Object],[object Object],[object Object],[object Object]
What Is KM and KMS? What Is KM and KMS? ,[object Object],[object Object],[object Object],KM is intellectual capital that is  captured, stored, and disseminated   to both protect and improve the enterprise For our purposes here
What Is KM and KMS? What Is Knowledge? ,[object Object],Explicit is easier to capture, tacit is harder to capture for Knowledge Product development/deployment ,[object Object],[object Object],[object Object],[object Object],[object Object],Tacit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Explicit
What Is KM and KMS? Examples of Content for KMS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The goals include reducing “reinventing the wheel” and/or “starting from ground zero” for each performance effort KM content for Knowledge Products can include
What Is KM and KMS?  What Is a KMS? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Is KM and KMS?  Why KM and KMS? ,[object Object],KMS – to protect and improve   the enterprise ,[object Object],[object Object],[object Object],[object Object]
What Is  performance-based  KMS?  Performance-based KMS ,[object Object],KMS – to protect and improve the enterprise This is where our ISD and HPT methodologies become part of the KMS effort  more on this later ,[object Object],[object Object],[object Object]
What Is  performance-based/Push-Pull  KMS?  Push-Pull ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Is  performance-based/Push-Pull  KMS?  Push-Pull performance-based KMS ,[object Object],[object Object],[object Object],[object Object],[object Object]
What Is  performance-based/Push-Pull  KMS?  KMS and E-learning ,[object Object],[object Object],There isn’t really much difference between KMS and e-learning today, or there really doesn’t have to be any difference! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Is  performance-based/Push-Pull  KMS?  KMS and E-learning ,[object Object],For our purposes here,  T&D, e-learning, and KMS are the same  in terms of their ability to become Knowledge Products ,[object Object],[object Object],[object Object]
What Is  performance-based / Push-Pull  KMS?  Finish KMS e-learning Modules? ,[object Object],The short answer is . . . Yes if “ Push ” . . . Maybe if “ Pull ” . . . but first things first . . . Is there business rationale for KMS  and module completion? Questions such as this are being asked endlessly in magazines and journals targeting training & development and e-learning
Four Stages of KMS Implementation  Planning the KMS Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object]
KMS Stage 1:  Business Case Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Four Stages of KMS Implementation  Business Case Content and Formats ,[object Object],Focus on ROI as well as the “costs for doing nothing” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Four Stages of KMS Implementation  Return on Investment ROI = Why invest $100.00 if you’ll only get $90.00 in return? Returns – Investment Costs Investment Costs
Four Stages of KMS Implementation  Potential “Returns” for KMS ,[object Object],[object Object],And, a $200M enterprise’s return would be $18M; a $2B would return $180M; and a $20B would return $1.8B 5 percent of $20 million revenues = $1 million 5 percent of $16 million expenses = $800,000.00
Four Stages of KMS Implementation   KMS Returns ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],In short:  better, faster, cheaper   and  new What are the potential returns for a performance-based KMS?
Four Stages of KMS Implementation   KMS Investment Costs? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],It is estimated that only 20 percent of the total costs of KMS is  related to hardware and software. The rest are for Capture – Administration – Maintenance  KMS investment costs must include both  first costs  and  life-cycle costs
Four Stages of KMS Implementation  ROI – Do Your Math for Your “R” ,[object Object],[object Object],Calculate a ___ percent potential  increase in revenues  if that “level” generates revenues (for profit centers) Calculate a ___ percent potential  decrease in costs  (for both profit and cost centers) Revenue Impact? $ Cost Impact? $
Four Stages of KMS Implementation  Do the ROI Math Potential  Returns   $: $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ Total “R”:  $___________ Potential  Investment   $: $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ Total “I”:  $____________ ( $________  Returns   minus   $_________ Investments)   divided by   $_________ Investments
KMS Stage 2:   KMS Processes & Infrastructure Development/Deployment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Development  and  deployment of the following processes and the required environmental and human infrastructure:
Four Stages of KMS Implementation  KMS Roles and Responsibilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The key teams for KMS include
Four Stages of KMS Implementation  Governance and Advisory ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],KMS – to protect and improve   the enterprise
Four Stages of KMS Implementation  Communities of Process/Performers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Note: Select one approach to addressing content capture— either processes or performers
Four Stages of KMS Implementation  Learners and Coaches ,[object Object],[object Object],[object Object],[object Object]
Four Stages of KMS Implementation  ISD Roles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
KMS Stage 3: Initial KMS Content Development and Implementation ,[object Object],[object Object],[object Object]
Four Stages of KMS Implementation   Using ISD/HPT for KMS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Four Stages of KMS Implementation  Traditional ISD via ADDIE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],A D D I E Analysis Design Development Implementation Evaluation
Four Stages of KMS Implementation  Nontraditional ISD ,[object Object],[object Object],[object Object],[object Object],This will facilitate reuse design strategies  that traditional ADDIE models/methods  don’t address
KMS Stage 4: Ongoing Operations and Maintenance ,[object Object],[object Object],[object Object],Note: Not all potential content should be shared over the enterprise KMS, as it might make it much easier to find its way to the competition or violate various laws/regulations and internal policies
[object Object],[object Object],[object Object],[object Object],[object Object],Session Close KMS WARNING ! Do the math – push content to key targets and make it accessible for nonkey targets. Don’t serve EVERYONE’S needs. Your enterprise can’t afford it! If your KMS “capture-store-dissemination” systems and processes allow just  any and all types of content  into your KMS, you might end up with
Session Close Session Close ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Thank you for your time, attention, and feedback

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Push Pull KMS - Knowledge Management Systems

  • 1. April 10, 2001 A performance-based view of KMS . . . for the sake of the enterprise shareholders, customers, employees, and suppliers Push-Pull performance-based Knowledge Management Systems P-1020 ISPI Conference San Francisco, April 2001 Presented by: Guy W. Wallace EPPIC, Inc.
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  • 24. Four Stages of KMS Implementation Return on Investment ROI = Why invest $100.00 if you’ll only get $90.00 in return? Returns – Investment Costs Investment Costs
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  • 29. Four Stages of KMS Implementation Do the ROI Math Potential Returns $: $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ Total “R”: $___________ Potential Investment $: $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ $__________ for _______ Total “I”: $____________ ( $________ Returns minus $_________ Investments) divided by $_________ Investments
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Editor's Notes

  1. Source = Internet KMS site chat room comment