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Global Knowledge Management

           An Introduction


 Jan M. Pawlowski, Markus Bick, Franz Lehner
                Spring 2012
Licensing: Creative Commons
You are free:
   to Share — to copy, distribute and transmit        Collaborative Course Development!
      the work
                                                      Thanks to my colleagues Prof. Dr.
   to Remix — to adapt the work                       Markus Bick and Prof. Dr. Franz
                                                      Lehner who have developed parts of
                                                      the Knowledge Management Course
Under the following conditions:                       which we taught together during the
                                                      Jyväskylä Summer School Course
     Attribution. You must attribute the work in      2011.
         the manner specified by the author or
         licensor (but not in any way that suggests
                                                      Prof. Dr. Markus Bick (Introduction,
         that they endorse you or your use of the     CEN Framework)
         work).                                       ESCP Europe Campus Berlin
                                                      Web: http://www.escpeurope.de/wi
     Noncommercial. You may not use this
         work for commercial purposes.                Prof. Dr. Franz Lehner (Assessment,
                                                      Process Integration)
     Share Alike. If you alter, transform, or build   University of Passau
         upon this work, you may distribute the       Web: http:// www.wi.uni-passau.de/
         resulting work only under the same or
         similar license to this one.
http://creativecommons.org/licenses/by-nc-
    sa/3.0/
The License in plain words…
All slides in this set can be used for non-commercial
purposes (academic, general)
If you like to use my slides, just inform one of the
authors by sending a mail (eg to jan.pawlowski@jyu.fi)
If you modify the slides, please send usyour version
If you use the slide for a commercial course, contact
us and we agree how to arrange this
…Jyväskylä, Finland…




Source: [http://www.jyu.fi/, http://www.jyvaskyla.fi/]
…Jyväskylä, Finland…




Source: [http://commons.wikimedia.org/, http://www.jyvaskyla.fi/,
                   http://www.laajavuori.com/]
University of Jyväskylä
Founded in 1934
Nearly 15.000 degree students in seven faculties.
Approximately 2.500 Staff members.
– About 700 Research Staff
Excellence Centre nominated by the Finnish Academy
e.g. in Learning and Motivation Research
Global Information Systems, University of Jyväskylä
                 (JYU) - The Team


      Kati                    Philipp                Denis Kozlov
      Clements                Holtkamp




                                                        Henri
             Jan M.                                     Pirkkalainen
             Pawlowski
 My background
   Ph.D. Business Information Systems, University of Essen
   Habilitation ―Quality Management / Integration of Knowledge
   Management and E-Learning‖
   Professor in ―Global Information Systems‖
   Chair CEN/ISSS Workshop Learning Technologies
   ISO/IEC JTC1 SC36 Project Editor
JYU: Global Information Systems
Focus areas                         Projects
  Global Information Systems          OpenScout: OER for
  Supporting globally distributed     Management
  workgroups                          TELMAP: Technology
  Open Educational Resources          Forecasting
  Reference Modeling                  NORDLET: Nordic Baltic
                                      Network for Learning,
                                      Education and Training
E-Learning
                                      COSMOS, Open Science
   Supporting international           Resources: Exchange of
   education settings                 Scientific Content
   Cultural adaptation                ASPECT: Open Content
   Standardization & Quality          and standards for schools
   Management                         iCOPER: New standards for
   Mobile & Ambient Learning          educational technologies
   Innovative tools and solutions     LaProf: Language learning
                                      in ICT and agriculture
Global Information Systems
What can you expect?
Understand the different concepts of knowledge ,
knowledge management and knowledge sharing
Analyze global influence factors to knowledge
management
Design and develop knowledge management
systems, processes and instruments in a systematic
way
Assess and optimize knowledge management
systems
Course Organization
Lecture 1   Introduction
Lecture 2   Conceptual Foundation
            The context of KM: Understanding the starting
            situation (context and strategies)
Lecture 3   Case Study introduction
Lecture 4   KM Frameworks: The components of KM
            KM & Culture
Lecture 5   Process Management: Integration of Knowledge,
            Learning and Business Processes
Lecture 6   Assessment of KM Success
            KM Instruments and Tools
Lecture 7   Global Social Knowledge Management
Lecture 8   Final presentations
Approach
Course outline
–   Lecture
–   Guiding Questions
–   Discussion
–   Assignment / Case Study & Presentation
–   Examination
Interaction & Discussion
– Preparation: Slides, readings & recent papers
– Preparation (2): Questions on Papers
– Questions: E-Mail, Forum, Skype (jan_m_pawlowski)
Your expectations?
Why did you choose this course?
Which experiences do you have in the field?
Which issues would you like to discuss?
A first question



What is common
  knowledge?
Sauna: German instructions
Sauna: American instructions
Sauna: Finnish instructions
A first questions


Why is Knowledge a
  Global Success
      Factor?
Just a simple product?
Business Process Management
           in a Networked Business
                              Management                              Processing
R&D
                                                                       A
 Marketing                          R&D
       Sales                          Marketing                    Processing          Marketing
                                           Production                 B
                                                                                            Sales


                                                        IT
                                                        Services




                     Sales


                                      IT
                                      Services
                                                                           Marketing




               Material Flow
               Knowledge/ Information /
               Data Flow
Some random questions…
Decision questions
– Where to produce?
– How to build partnerships (joint ventures, contractors, …)
– Which systems to exchange knowledge?
Operational questions
– How to process wood?
– When will the next shipment arrive?
– How to market the product in Japan?
– How to explain the concept and advantages of Finnish
  saunas?
– How to find the main problems of customers?
– Which are import and safety regulations?
This means…
Knowledge is a key to global success

Global KM managers need to understand the value
chain and knowledge requirements
Global KM managers need to understand
knowledge processes and culture
Global KM managers are the main hubs for smooth
operations in production and service enterprises
Contents
Introduction
Knowledge Management Foundations
– Conceptual foundation
– Theoretical Frameworks
– Practical Frameworks
Global KM
– Influence factors
– Cultural Barriers
Solutions
– Strategies
– Processes
– Tools
Types and Classes of Knowledge

                          Knowledge
         ―high flyer‖                   interpretation/
                                        cross-Linking
                          Information

 stock price: 81,60 €                   context

                          Data

                81,60                   syntax

                          Characters
  ―1―, ―6―, ―8― and ―,―                 character set
Related Concepts (modified,
                North, 1998)

                                                                       Competitiveness

                                                                                +
                                                          Competence       uniqueness

                                                            +applying to
                                                 Skill      new settings


                                   Knowledge       +use



                     Information      +context



          Data          +meaning


Symbol     +syntax
Myths of Knowledge
              Management
Myth 1:
KM technologies can deliver the right information to the right
person at the right time

Myth 2:
KM technologies can „store― human knowledge, intelligence or
experience

Myth 3:
KM technologies can distribute or multiply human intelligence

Myth 4:
Organizations are not able to learn, only individuals learn
Video

Ford Learning Network



   Slide 27
Introduction: What is Knowledge Management?
      Knowledge Management in Practice
                             Ford Learning Network
What is (in your opinion) the message of this case?




How important is the so called “Virtual Librarian” for the FLN solution?




What does impress and what does irritate you about the KM solution mostly?
Some issues…
How do you organize the development process?
How to find components which need to be changed, how to
develop different versions?
How qualified are the development partners? How good are their
language and communication skills? Will they understand your
codes?
How to keep track of the changes and versioning?
How to change the development environment (e.g. new release)
in a coordinated way?
How to find out country-/market-specific needs?
How to coordinate prototype validations?
What are communication standards?
How are problems communicated?
How is the development process and specific aspects
documented?
Introduction – What is Knowledge
    Management? Main Drivers
  Co-evolution of society, organization, products, services, work and
  workers
  Globalization of business
  Distribution of organizations
  Fragmentation of knowledge
  Need for speed and cycle-time reduction
  Need for organizational growth
  Complex organizational interlacings
  Increasing pace of organisational redesign and increasing employee
  mobility
  Business process reengineering and lean management
  New information and communication technologies
Introduction – Global Knowledge
          Management
 Geographic dispersion          Some Issues
  – Level of dispersion           Coordination
  – Synchronicity                 Communication
 Organizational issues
                                  Culture and Awareness
  – Type of stakeholders
  – Type of projects              Technology Support
  – Complexity                    Process Alignment
 Individual Issues                …
  – Perceived distance
  – Trust
 Methodology and processes
  – Systems methodology
  – Policy and standards
 Culture
  – Knowledge & communication
So, what is the problem…?
What is common and crucial knowledge in different
communities?
How can we organize knowledge sharing across
borders?
Which technologies can we use?
Which problems might occur?

Potential solutions
– Theories and frameworks
– Practical methods and instruments
Context                            Stakeholders

                create
                                                       Society                     Organization                  Individual




                                                                                                                                                             Instruments
                                                             influences                 runs
                                                                                                                  perform

                                                           Intervention A     Intervention B    Intervention N




                                                                                                                                 Human-based
                                                                                                                                  instruments
                                   Resources
                                                                          embedded in                              influences

                                                         Processes              External Processes




                                                                                                                                                                                    Infrastructures
              enable
                                                                               Business Processes
 Strategies




                                                change
                                                                                                                       Support
                                                                                 Knowledge
                                               guide                             Processes




                                                                                                                                    Technologies and tools
                                                                                                                                                                           enable
                                   Problems




                                                use
                       Knowledge




                                                                                                                 Measured
                                                       influences                                                by
                                                                                         Improved by


                                                                     Validation, Feedback, Improvement
                                   Measured
                                   by                                                      measures
                   influences              Results

                                                       Performance                      Knowledge                       …



                                                                                         Culture
Culture
                   •Barrier 1: Understanding of Common Knowledge
                   •Barrier 2: Lack of understanding of partner organization /
                   country




Knowledge / problems                                               Intervention 1-3
• Common knowledge on                                             • Create Reflection Process
the organization                                                  • Visualize communication paths
• Communication patterns                                          • Create culture wiki / allocate
• Process knowledge                                                task




                  Results
                  Metric 1: #interrupted communication processes
                  Metric 2: #shared visualizations
                  Metric 3: avg. wiki usage / employee
                  Metric 4: staff satisfaction
     Framework as tool box for barrier identification, intervention
     selection, metrics, process design
     Recommendation of possible solutions
Summary
Knowledge as a critical success factor
Knowledge management to support businesses
Global aspects
–   Understanding the context
–   Process design
–   Systems and tool support
–   Cultural aspects
References (required readings)
Conceptual Foundations: Baskerville R and Dulipovici A (2006) The theoretical
foundations of knowledge management. Knowledge Management Research and
Practice 4, 83–105.
Frameworks: Pawlowski, J. & Bick, M. (2012). The Global Knowledge Management
Framework: Towards a Theory for Knowledge Management in Globally Distributed
Settings. Electronic Journal of Knowledge Management, 2012
Context/Barriers and Culture: Leidner D, Alavi M, Kayworth T. 2006.The role of
culture in knowledge management: a case study of two global firms. International
Journal of e-Collaboration 2: 17–40.
Processes: Remus, U.; Schub, S. A Blueprint for the Implementation of Process-
oriented Knowledge Management. In: Journal of Process- and Knowledge
Management. 10 No. 4, (2003)
Knowledge and Knowledge Representation: A. Abecker and L. van Elst, Ontologies
for Knowledge Management, in Handbook on Ontologies second edition, International
handbooks on information systems, Heidelberg: Springer, 2009, pp. 713-734.
Tools and Social Software: ZHENG Y, LI L and ZHENG F (2010) Social Media
Support for Knowledge Management. In Proceedings of the International Conference
on Management and Service Science. pp 1-4, IEEE, Wuhan, China
Assessment of KM: Lehner, F.: Measuring KM Success and KM Service Quality with
KnowMetrix–First Experiences from a Case Study in a Software Company. Knowledge
Science, Engineering and Management, 2009 - Springer.
Bose, R. (2004), "Knowledge management metrics", Industrial Management & Data
Systems, Vol. 104 No.6, pp.457-68.
References (practical issues,
        good practices)
APQC (1996): Knowledge Management, a Consortium Benchmarking Study Final
Report.
CEN/ISSS (2004): European Guide to Good Practice in Knowledge Management,
Bruxelles 2004.
http://www.cenorm.be/cenorm/businessdomains/businessdomains/isss/about_iss
s/km.asp
Eppler, M. J. (2002): Knowledge Management Light. In O. Sukowski, and M. J.
Eppler (Eds): Knowledge Management Case Studies. Project Experiences,
Implementation Insights, Key Questions. NetAcademy Press, St. Gallen.
Maier, R. (2002): Knowledge Management Systems. Springer, Stuttgart.
References (theory and
               background)
Bick, M. (2004): Knowledge Management Support System. University
Duisburg-Essen, 2004. http://miless.uni-duisburg-
essen.de/servlets/DocumentServlet?id=11663 (in German)
Kalkan, V.D. (2008): An overall view of knowledge management
challenges for global business, Business Process Management Journal,
14 (3), pp.390 – 400
Desouza, K.C., Awazu, Y., Baloh, P. (2006): Managing Knowledge in
Global Software Development Efforts: Issues and Practices, IEEE
Software, 23 (5), pp. 30-37
McDermott, R., O‘Dell, C. (2001): Overcoming cultural barriers to sharing
knowledge, Journal of Knowledge Management, 5 (1), pp.76 – 85
Bhagat, R.S., Kedia, B.L., Harveston, P.D., Triandis, H.C. (2002):
Cultural Variations in the Cross-Border Transfer of Organizational
Knowledge: An Integrative Framework, The Academy of Management
Review, 27 (2), pp. 204-221
Holden, NJ. (2002): Cross-cultural Management: A Knowledge
Management Perspective. London: Financial Times/ Prentice Hall.
References (theory and
               background)
Desouza, K., Evaristo, R. (2003): Global Knowledge Management Strategies,
European Management Journal, 21 (1), pp. 62-67
Richter, T., Pawlowski, J.M. (2007): Adaptation of E-Learning Environments:
Determining National Differences through Context Metadata. TRANS - Internet
Journal for Cultural Studies, 17.
De Long, D. W., Fahey, L. (2000): Diagnosing cultural barriers to knowledge
management. Academy of Management Executive, 14(4), pp.113-128.
Pauleen, D. (Ed.) (2006). Cross-cultural perspectives on knowledge management,
Westport, Conn.: Libraries Unlimited.
Vaidyanathan, G. (2007). Networked Knowledge Management Dimensions in
Distributed Projects, In: Tan, F.: Global Information Technologies: Concepts,
Methodologies, Tools and Applications, Idea Group, 2007.
Dawes, S.S., Gharawi, M., Burke, B. (2011). Knowledge and
Information Sharing in Transnational Knowledge Networks: A
Contextual Perspective, Proceedings of the 44th Hawaii International
Conference on System Sciences, 2011.

More references given on request and during the lecture
Global Knowledge Management

              Case Study


 Jan M. Pawlowski, Markus Bick, Franz Lehner
                28.10.2011
Evaluation / Credits
(Final) Evaluation
   – 50 % Final examination
   – 25% case study presentation
      • ―active‖ presentation (in case related sessions)
   – 25% final assignment
      • -10 pages (Times New Roman 12pt, single spacing, ―common
        margin‖)
      • finally revised presentations
      • ppt/pdf + doc/pdf
      • provide the full names and email of all group members
Global Knowledge Management
>> Case – Part I <<
Case – Part I
                  Group Work (1/2)
                                                     Next ≈ 60min

Please form groups of four to five

Read the case study carefully.
 – The Pragmatic Development And Use Of Know-How:
   Knowledge Management Light At Securitech LTD

Answer the first four questions, making some notes
 – Basic Questions 1-4



This Group Work is the basis for the next parts of this case and
thereby crucial for the final assignment.
Case – Part I
                             Group Work (2/2)
              Knowledge Management Light At Securitech LTD.
1.) Why do you think it was these five measures Furrer proposed?
    (Discuss with reference to the details given in the case study.)
    Please allocate Furrer’s measures to the problems illustrated in the
    case study wherever possible.

2.) Which measures do you consider to be appropriate solutions to the illustrated
    problems? Which measures do you view with concern, and why?

3.) What are the central findings (in the sense of success factors) with regard to the
    process of introducing knowledge management which can be deduced from
    Furrer’s actions?

4.) Which of Furrer’s ideas did you consider to be the best? Could this idea have
    emerged and been implemented even without any involvement of knowledge
    management?
Integrated Knowledge Management
>> Case – Part II <<
Case – Part II
                   Group Work (1/2)
                                                         Next ≈ 60min

Please stick to your group

Re-Read the case study carefully.
 – The Pragmatic Development And Use Of Know-How:
   Knowledge Management Light At Securitech LTD

Answer the following questions, preparing a presentation (.ppt, etc.)
 – See questions next slide




This Group Work is the basis for Part III of this case
Case – Part II
                             Group Work (2/2)
               Knowledge Management Light At Securitech LTD.
5.) Which next steps would you propose to Mr. Furrer for the coming six months?
    How can he ensure the continued success of the undertaken measures, and
    achieve the continuation of knowledge management in the approaching business
    management meeting?

6.) With regard to this mornings session, what do you think about the knowledge
    cockpit? What about the criteria / indicators? Are these sufficient and tailored to
    the companies needs?

7.) Discuss the difficulties of measuring Knowledge Management success or
    impacts in general and more specifically concerning Knowledge Management
    Light At Securitech LTD.

8.) Which aspects of the given context should Furrer pay more attention to in his
    next steps? Which factors has he given too little consideration until now?
Case – Part III
                  Group Work
                                        Next ≈ 4 weeks

Please stick to your group

Discuss the extension of the case study – which
changes to the previous situation can you identify
Answer the questions of the case extension, we
support the case work
Prepare a presentation of the overall solution until
13.12.2011
Contact Information

Prof. Dr. Jan M. Pawlowski
 jan.pawlowski@jyu.fi
 Skype: jan_m_pawlowski

 Office: Room 514.2
 Telephone +358 14 260 2596
 http://users.jyu.fi/~japawlow
Global Knowledge Management

      Conceptual foundation


 Jan M. Pawlowski, Markus Bick, Franz Lehner
                28.10.2011
Licensing: Creative Commons
You are free:
   to Share — to copy, distribute and transmit        Collaborative Course Development!
      the work
                                                      Thanks to my colleagues Prof. Dr.
   to Remix — to adapt the work                       Markus Bick and Prof. Dr. Franz
                                                      Lehner who have developed parts of
                                                      the Knowledge Management Course
Under the following conditions:                       which we taught together during the
                                                      Jyväskylä Summer School Course
     Attribution. You must attribute the work in      2011.
         the manner specified by the author or
         licensor (but not in any way that suggests
                                                      Prof. Dr. Markus Bick (Introduction,
         that they endorse you or your use of the     CEN Framework)
         work).                                       ESCP Europe Campus Berlin
                                                      Web: http://www.escpeurope.de/wi
     Noncommercial. You may not use this
         work for commercial purposes.                Prof. Dr. Franz Lehner (Assessment,
                                                      Process Integration)
     Share Alike. If you alter, transform, or build   University of Passau
         upon this work, you may distribute the       Web: http:// www.wi.uni-passau.de/
         resulting work only under the same or
         similar license to this one.
http://creativecommons.org/licenses/by-nc-
    sa/3.0/
Types and Classes of Knowledge

                          Knowledge
         ―high flyer‖                   interpretation/
                                        cross-Linking
                          Information

 stock price: 81,60 €                   context

                          Data

                81,60                   syntax

                          Characters
  ―1―, ―6―, ―8― and ―,―                 character set
Related Concepts (modified,
                North, 1998)

                                                                       Competitiven
                                                                       ess
                                                                                +
                                                          Competence       uniqueness

                                                            +applying to
                                                 Skill      new settings


                                   Knowledge       +use



                     Information      +context



          Data          +meaning


Symbol     +syntax
Definition – Knowledge
“Knowledge comprises all cognitive expectancies – observations
that have been meaningfully organized, accumulated and
embedded in a context through experience, communication, or
inference – that an individual or organizational actor uses to interpret
situations and to generate activities, behavior and solutions no matter
whether these expectancies are rational or used intentionally.”
                                                                (Maier 2002)



“A set of data and information (when seen from an Information
Technology point of view), and a combination of, for example know-
how, experience, emotion, believes, values, ideas, intuition, curiosity,
motivation, learning styles, attitude, ability to trust, ability to deal with
complexity, ability to synthesize, openness, networking skills,
communication skills, attitude to risk and entrepreneurial spirit to
result in a valuable asset which can be used to improve the capacity
to act and support decision making.”                               (CEN 2004)
Definition – Knowledge
                   Management
―Knowledge management is defined as the management function responsible for
the regular selection, implementation and evaluation of goal-oriented
knowledge strategies that aim at improving an organization’s way of handling
knowledge internal and external to the organization in order to improve
organizational performance. The implementation of knowledge strategies
comprises all person-oriented, organizational and technological instruments
suitable to dynamically optimize the organization-wide level of competencies,
education and ability to learn of the members of the organization as well as to
develop collective intelligence.―                               (Maier 2002)

”Planned and ongoing management of activities and processes for
leveraging knowledge to enhance competitiveness through better use and
creation of individual and collective knowledge resources.”       (CEN
2004)
Types and Classes of Knowledge
Declarative Knowledge:                     Procedural Knowledge:
• knowing that                             • knowing how




                                                            [Source:
                                                            http://kartta.jkl.fi]

                           My
                         position



                                    How to get
                                       to the
                                     lecture…
      Position, room                         Navigation
      Lecture time                           Lecture behavior
      Traffic rules                          Traffic behavior
Types and Classes of Knowledge

Organizational Knowledge:
                                     Individual Knowledge:
• consists of the critical intel-
                                     • knowledge of each person
  lectual assets within an
                                       (employee)
  organization




   Building cars….                  Steering / using
                                    production facilities
[Picture Source:
http://commons.wikimedia.org]
Types and Classes of Knowledge

                                                             Implicit / Tacit Knowledge:
Explicit Knowledge:
                                                             • knowledge that people carry in
• codified knowledge that can be
                                                              their minds and is, therefore,
 easily shared and understood
                                                              difficult to access


    Traffic rules                                               Traffic customs
    Driving instructions                                        Interpretations
    …                                                           …




                                   Global / cultural
                                   differences


                                           [Picture Source:
                                           http://commons.wikimedia.org]
SECI Model (Nonaka & Takeuchi, 1996)


                          Socialization
                          Externalization
                          Combination
                          Internationalization
SECI Processes
Socialization: Transfer tacit knowledge from one
person to another person
Externalization: Translate tacit knowledge into
explicit knowledge in a repository
Combination: Combine different bodies of
explicit knowledge to create new explicit
knowledge
Internalization: Extract the explicit knowledge
from a repository that is relevant to a particular
person‘s need and deliver it to that person where
it is translated into tacit knowledge
Cognition: Apply tacit knowledge to a business
problem
Person     Group       Organisation


    Person



    Group               from team A
                        to team B



Organisation



        Basic Processes
        Knowledge Sharing
        Knowledge Exchange
        Knowledge Transfer
Selected Knowledge Exchange
Models
• Know-How transfer model (after Boeglin)
• Szulanski‘s stepwise model of Best Practices
Transfer
• Internal Knowledge Transfer model (Krogh)
• Richter‘s Transfer Potential Absorption model
• Zander & Kogut‘s Transfer and Imitation model
Boeglin‘s model of Know-How Transfer
                  Sender                                       Receiver
             willing      unwilling                        willing         unwilling


      able   A&W         A/UW                              A&W         A/UW            able
                                       Know-How
                                        Transfer
    unable                                                                             unable
             W/UA            Ux2                           W/UA            Ux2



                       A/UW           Leadership Problem         A/UW


                       W/UA        Communication Problem         W/UA



                       Ux2         Combined L/C Problem              Ux2
The Step-Model of Best-Practices
Transfer (Szulanski, 1996)
 Influence Factors           Characteristics
Knowledge            Ambiguity
Characteristics
                     Unproven
Sender Qualities     Lack of Motivation
                     Perceived as unreliable
Receiver Qualities   Lack of Motivation
                     Insufficient Absorptive
                     Capacity
                     Insufficient Retentive Capacity
Context              Barren Organisational Context                            Integration
                     Arduous Relationship

                                                                Ramp-up
                                                                 Achieving
                                                Installation       Target      Building
                                                   Prototypes   Performance    ‘Routine’
                              Initiation             Pilots        Level
Richter‘s Absorption Potential Model

   Transfer Potential              Absorption Potential
     Transfer                      Implementation
      Power                             Power
     Mediation          Learning     Absorption
     Resources                        Resources
   Communication                    Interpretation
     Capability                       Capability
       Subsidiary                         Centre
Overview of the factors that influence speed of transfer
and early imitation risk (Zander and Kogut, 1995)
      Influence Factors                         Hypothesis
      Codifiability; how far can the required   The higher codifiability, the faster the
      knowledge be articulated into software    transfer and the higher the risk of
      and/or documents                          early imitation
      Complexity; the number of capabilities    The higher the complexity, the more
      and competencies required                 difficult (and slow) the transfer and
                                                imitation
      Teachability; how easy/hard it is to      The easier it is to teach, the faster the
      disseminate, teach and demonstrate the    transfer – and imitation
      required knowledge
      System Dependence; the effort             The higher the systems dependence,
      required to assemble the necessary        the longer before the transfer can be
      groups of experts and the technology      effected and imitations could be
      needed                                    started.
      Parallel Development; the number of       The higher the competitive pressure,
      competitors engaged in similar transfer   the faster the transfer and the earlier
      and/or product development projects       the risk of imitation
      Product Observability; how easy is it     The more observability, the sooner
      to ‘reverse engineer’ the product in      imitations may be expected; (this
      question or reconstruct it from           factor does not apply to internal
      published Information?                    transfers)
Overview of the factor structure of the Zander
and Kogut transfer model
           Internal Transfer             Imitation
             Codifiability             Codifiability
              Complexity                Complexity
             Teachability              Teachability
          Systems Dependence       Systems Dependence
         Parallel Development      Parallel Development
                                   Product Observability


                                Proprietary vs. Outsourcing


                                 Key Employee Turnover


                                 Continuous Development
Some history of KM
Historical Roots: Durkheims school of sociology
Late 70 s, early 80 s: simple structural theories,
knowledge representation (AI), group remembering
(Hartwick et al.)
Late 80 s, 90 s: Transactive Memory System
(Wegner et al.), Organisational Memory (Walsh/Ungson),
OM Architecture (Stein, Stein/Zwass), Technical
Approaches of OM
Late 90 s: Growing Importance of Knowledge
Architectures (eg. Borghoff/Pareschi et al.)
-2011: Human-technology balance, social aspects, social
KM, …
Review of KM Field (1)
We find a lot of companies with no or little conscious
KM-activities – KM ―happens―          (nevertheless the
question arises in which situations an active conscious
knowledge management is above simply letting things
happen).
The practically necessary activities do not refer to
shared knowledge, resp. do not require the measures
recommended in KM literature (theory – practice gap)
KM-activities are intentionally introduced but are not
known to all (resp. not to all that should know about
them). Especially in bigger organisations uncoordinated
KM-activities can be the consequence. TKM in this
sense can mean a reduction of knowledge deficits
about KM-activities.
KM activities concentrate on information sharing, while
knowledge processes and knowledge sharing are
neglected (nevertheless they exist)
Review of KM Field (2)
Consequences of            existing but not explicitly
communicated goals of knowledge management
(hidden agenda of KM resp. Management)
essential KM-processes are             understood as
―autopoietical‖ (self-organising)
significance of hidden knowledge structures; i.e.
informal structures and relationships, which have a
specific meaning and which are actually more important
than formal structures and tasks (under control of KM)
Lack of consciousness about the knowledge with
business relevance (as a consequence it is not clear
what should be addressed by KM)
Explicit KM activities are related to the business
activities – and contrast to hidden and not
communicated expectations (e.g. related to unexpected
events)
Types and Classes of Knowledge




               (Mentzas et al.
               2001)
Conceptual Roots (Maier, 2002)
                                                  Knowledge Management
                       Knowledge goals                                Knowledge strategy
             Intellectual                                                             Knowledge
             asset                human-oriented         technology-oriented          management
             management                             Contents,             E-Learning systems
                            Knowledge               structures,
                                       Roles and                Knowledgesystems
                            processes               ontology
                                       organization             economics

 Translation to business               Goal-oriented design of handling of knowledge,          Use of supporting infor-
 and management con-                   capabilities and competences                            mation and communica-
 cepts and terminology                                                                         tion technologies
                                         OL as dynamic process             Individual
                                                                                         Group
                 Single/double loop Learning                                                     Organization
                                                                       Organizational
          Identification            Organizational                                                       Feedback
                                                                       knowledge base/
                                    learning
                Intuition                                              memory                     Application
     Innovation             Interpretation
                                                 Diffusion            Integration                        Artificial
     management                                                                                          intelligence
                           Sociology                                                       System
 Strategic                 of knowledge           Organization        Organizational
 management                                       development         intelligence         dynamics
                    Organizational
Management          psychology                                 Organizational                      Systems
by ...                                       Evolution of      culture        Organizational       theory
                  Cognitive
                  psychology                 organization    Organized        change
                                                             chaos
Conceptual Roots
                                 Strategy


           Organizational                        KM tools
           knowledge
                               Knowledge
                               life cycle
human-oriented                                     technology-oriented
knowledge management                               knowledge management
                            Business and know-
                            ledge processes


            Individual
                                                 Platforms
            knowledge

                               Integrating
                               instruments
Conceptual Roots:
        Knowledge Management Approaches

                               human-oriented              technology-oriented
 knowledge management
                      personalization                    codification
             approach
      comprehension of knowledge is contained in         documented knowledge;
            knowledge peoples head                       detached from employees
                           knowledge worker, networks,   authors, experts,
            actors/roles
                           and communities of interest   knowledge broker
knowledge managements interactive knowledge              integrative knowledge
         systems (KMS) managements systems               management systems
                                                         publication, structuring and
       prior knowledge communication and co-
                                                         integration, search, presen-
    management system operation, locating of
                                                         tation and visualization of
              functions experts, community-support
                                                         knowledge elements
Knowledge Management Systems
                 Technological roots and influences
                Skill            Extended         Knowledge        Knowledge Push
                Database         CRM Cooperating  Maps E-Learning
                      Knowledge         Portals
                      Portal                               Platform
                          Meta-Search KM Suite Community
 Organizational           Engine                     Homespace
                                  Integrative Interactive
 Knowledge Base
      Enterprise Knowledge        KMS           KMS                Organizational Learning
      Medium                         Knowledge
 Transactive Memory                  Management System         Knowledge
 System                              (KMS)                     Management
      Organizational Memory                                             Organizational
      System                             AI-technology                  Memory
Organizational Memory
                                Search             Visualization
Information System
                                Engines            Systems
                       Business       Intranet/Groupware CBT/
                       Intelligence Platform                Learning
                       Tools                                Environments
   (Maier   Data Warehouse   Document Workflow        Group Communication Systems
   2002)                     Management   ManagementSupport e-mail, video conferences)
                                                            (e.g..
                             Systems Systems          Systems
Conceptual Roots: KM activities
        Knowledge        Knowledge
          Goals         Measurement




        Knowledge       Knowledge
       Identification      Use



  Knowledge                   Knowledge
  Acquisition                Preservation



        Knowledge       Knowledge
       Development      Distribution


                         (Probst & Romhardt 2000)
Practical implementation of technologies for
           knowledge management
   30%
         25%    23%      23%
   25%
   20%                           18%

   15%                                    12%     10%      9%      9%
   10%                                                                      6%      5%       5%
   5%
   0%
        Ps         ET        g           ls   s          s     ls     es nces          et   es
     Co        AN rainin porta logie forum n too ngi n                          t r an    ag
              R
        INT ing,
                      t       IP,         hno           atio rch e confe
                                                                         re   Ex llow p
                         P,
                            E          ec             or                            ye
              ar n      K           gt            lab       sea Tel e
         e- l
             e
                             ha
                                rin            col
                           s


               Technologies for knowledge sharing
Samples of KMS
Many types of systems

Issues
–   Integration in Processes
–   User acceptance
–   Usage frequency
–   Multilinguality
–   …
Samples…Content Management




                             http://demo.openkm.com/
Samples…Content Management




                             http://www.kbdemo.com/
Social Software
Umbrella of technologies under a fuzzy concept
Easy way to spread, distribute, and disseminate
information to a wide community
Encourage people to dialogue and discourse
Easy content creation and sharing
Aggregating wisdom of the crowds
Transparent
Samples: Social Networks




                           http://sometu.ning.com/
Ready for Use?
Is there management support in all parts of an
enterprise?
Does a system fit the users‘ work behavior?
Does a system fit the purpose? What kind of
knowledge needs to be shared?
Are there incentives for knowledge sharing?
Are there communication options fitting the users
needs?
…
Ready for Global Use?
Is the process clear, within and outside the
organization?
Are there clear procedures for inter-organizational
knowledge exchange (who shares with whom?)
Is the system multilingual?
– Multilingual ontologies
– Tag / Query translations
– …
Are there communication options support multi-
lingual communication (e.g. translation support,
facilitation)?
…
Global aspects to KM
Coordination: In international team work several
problems such as time differences have to be taken
into consideration and managed.
Communication: Common ways of communication
including language need to be agreed on.
Collaboration: Team work has to be facilitated by
providing suitable mechanisms and support.
Knowledge Management including knowledge
sharing and transfer is crucial to establish a common
knowledge base of all team members
– KM as a horizontal aspect!
Global aspects to KM (2)
Challenges
–   Lack of Trust
–   Different vocabularies, frames of reference
–   Status and rewards of knowledge owners
–   Behavior towards mistakes…
Global aspects to KM (Vaidyanathan, 2007)
Preliminary Summary
Broad field with
–   …a variety of conceptual foundations
–   …interdisciplinary approaches
–   …different viewpoints
–   …possibilities of interventions
–   …uncertain success probabilities
–   …unknowns!
Need for frameworks and comparable models!
Guiding questions
What is the different between knowledge and
competence?
Give an example for explicit and implicit knowledge.
Find an example where explicit knowledge in one
culture is implicit in another.
Do you know international communities on the web
where knowledge on a certain topic is shared – is this
human- or technology oriented? Give an example.
In a development process for mobile applications,
which knowledge is organizational, which is personal?
Global Knowledge Management

  Frameworks and Strategies


 Jan M. Pawlowski, Markus Bick, Franz Lehner
                28.10.2011
Licensing: Creative Commons
You are free:
   to Share — to copy, distribute and transmit        Collaborative Course Development!
      the work
                                                      Thanks to my colleagues Prof. Dr.
   to Remix — to adapt the work                       Markus Bick and Prof. Dr. Franz
                                                      Lehner who have developed parts of
                                                      the Knowledge Management Course
Under the following conditions:                       which we taught together during the
                                                      Jyväskylä Summer School Course
     Attribution. You must attribute the work in      2011.
         the manner specified by the author or
         licensor (but not in any way that suggests
                                                      Prof. Dr. Markus Bick (Introduction,
         that they endorse you or your use of the     CEN Framework)
         work).                                       ESCP Europe Campus Berlin
                                                      Web: http://www.escpeurope.de/wi
     Noncommercial. You may not use this
         work for commercial purposes.                Prof. Dr. Franz Lehner (Assessment,
                                                      Process Integration)
     Share Alike. If you alter, transform, or build   University of Passau
         upon this work, you may distribute the       Web: http:// www.wi.uni-passau.de/
         resulting work only under the same or
         similar license to this one.
http://creativecommons.org/licenses/by-nc-
    sa/3.0/
Knowledge Management Frameworks
Framework
– Conceptual models describing and relating potential
  influencing aspects, such as systems, processes or
  instruments
– Understanding the inter-relations in global settings
– Learning how to apply in in practice…
Utilization:
– Guideline which aspects should be taken into account
– Research tool
Knowledge Management
Framework (CEN, 2004)
KM Architecture (Maier, 2007)
Context
             Stakeholders
                                                                                                                                                 Global
                            Society                 Organization                  Individual                                                   Knowledge
                                                                                                                                              Management




                                                                                                              Instruments
                                       Intervention A    Intervention B   Intervention N




                                                                                               Human-based
                                                                                                                                              Framework




                                                                                                instruments
                          Resources



                                      Processes
                                                   External Processes




                                                                                                                            Infrastructures
                                                  Business Processes
Strategies




                                                     Knowledge
                                                     Processes




                                                                                               Technologies
             Knowledge




                                                                                                 and tools
                          Problems




                                            Validation, Feedback, Improvement


             Results
                         Performance                    Knowledge                          …

                                                          Culture
Knowledge…
   Category              Description                       Sample Values / Attributes
                                                Subject area
                    Description of knowledge    Type (procedural, factual, …)
Knowledge element
                     areas of an organization   Representation / codification
                                                Culture specifics (common, contextualized, …)
                                                Knowing that / knowing how
                                                Tacit / implicit / explicit
   Knowledge type    What kind of knowledge
                                                Knowledge as object / knowledge as process
                                                …
                                                Problem description
                                                Context
                          Problems to which
         Problem                                Related knowledge
                        knowledge is applied
                                                Related competences
                                                Related actors
Global Knowledge                                     Context

 Management Framework
Context
– Society: (National, regional) culture, legal aspects,
  infrastructure, …
– Organization: Culture, Strategies, Structure, Processes, …
– Individuals: Characteristics, preferences, knowledge / skills /
  competences, barriers
Context.
                                                            Organization /
                                                            Individuals

                    Barriers to KM
Lack of time                                            70,1%
Lack of understanding KM & its corresponding benefits   67,7%
Ignorance of knowledge demand                           39,4%
Attitude knowledge is power                             39,0%
Missing transparency                                    34,6%
Missing reward system                                   34,4%
Too high specialization of personnel                    32,2%
No organized knowledge exchange                         28,7%
Inappropriate IT-Infrastructure                         28,3%
Hierarchical structures                                 28,0%
Interdepartmental competition                           27,6%
Missing business culture                                26,7%
Global barriers                                                 Context.
                                                                                              Organization /
                                                                                              Individuals
                                      Challenges faced in global processes
Challenges in Communication         Challenges in coordination       Challenges information sharing
   Delayed responses                Lack of overlapping working          Lack of opportunities to share
   Communication         requires   hours                                information
   extra efforts                    Less possibilities to coordinate a   Difficulties to find correct
   Misunderstandings with the       synchronous meeting                  contact to get the information
   use of email for complex         Extra     effort    requires    in   Lack of opportunities to learn
   topics                           coordination and which can           about other peoples skills and
   Lack         of      informal    increase the coordination cost.      capabilities
   communication                    Reduced trust                        Effect of organizational and
   Extra effort to Initiate         Lack of group awareness and          national culture towards the
   contacts and networking          team spirits                         difference     in    information
   Troubles in finding the          Incompatible views of the            sharing practices
   correct contact                  problem
   Language differences can         Doubts about other team
   force team to asynchronous       members capabilities and skills
   method of communication;         Not easy to enforce standards
   cause misunderstandings,         and process for the people from
   extra delays and errors.         different working environments
   Differences in negotiations      Hard to synchronize the work
   and accepting work               between different locations
                                    Different formalities including
                                    different laws, traditions, and
                                    regulations.
                                    Different hierarchy and authority
                                    Difficulty of changing usual
                                    practices from the past
Sample attributes on the context
   Category                  Description                         Sample Values / Attributes
                                                      Demographic data (name, age, gender, …)
                                                      Qualifications
Individual: Personal   Description of individuals’    Competences
     Characteristics               characteristics    Globalization competences
                                                      Educational preferences
                                                      …
                                                      lack of time
                                                      fear about job security;
                                                      Lack of awareness
                                                      use of strong hierarchy, position-based status
                                                      insufficient capture, evaluation, feedback,
                                                      communication
                        Potential barriers towards
                                                      differences in experience levels;
Individual: Barriers     knowledge management
                                        utilization   lack of time and interaction
                                                      poor verbal/written communication and interpersonal
                                                      skills;
                                                      age and gender differences;
                                                      Lack of networking skills
                                                      Lack of trust
                                                      …
Sample attributes on the context
                                                 Name
                                                 Size
     Context:                                    Type (private, government, NGO, …)
                  Description of organization
Organizational                                   Sector (healthcare, automotive, …)
                               characteristics
Characteristics                                  Vision
                                                 Strategy
                                                 …
                                                 lack of leadership and managerial direction / strategies
                                                 shortage of formal and informal spaces to share, reflect
                                                 and generate (new) knowledge;
                                                  lack of a transparent rewards and recognition
                     Potential organizational    insufficient corporate culture
     Context:
                            barriers towards     shortage of appropriate infrastructure supporting
Organizational
                     knowledge management        sharing practices;
      Barriers
                                   utilization   deficiency of company resources
                                                  communication and knowledge flows are restricted
                                                 physical work environment and layout of work areas
                                                 internal competitiveness within business units,
                                                 …
Sample attributes on the context
Context: Success    Success factors for KM in   Integrated Technical Infrastructure
          factors               organizations   Knowledge Strategy that identifies users, sources,
                                                processes, storage strategy, knowledge
                                                Clear knowledge structure
                                                Motivation and Commitment
                                                Organizational culture supporting sharing and use of
                                                knowledge
                                                Senior Management support including allocation of
                                                resources, leadership, and providing training
                                                Measures are established to assess the impacts
                                                Clear goal and purpose for the KMS
                                                Search, retrieval, and visualization functions
                                                Work processes incorporate knowledge capture and
                                                use
                                                Learning Organization
                                                Security/protection of knowledge
                                                …
Knowledge Management                     Context.
                                                        Organization



                     Strategies
                      Knowledge
                      Management as
                      business strategy


Personal
                                            Transfer of
responsibility for
                                            knowledge and
Knowledge
                                            best practices
Management              Knowledge
                        Management

                         Strategies
Management of                              Customer-focused
intellectual assets                        Knowledge
(human capital)                            Management



                      Innovation and                (APQC
                      knowledge creation            1996)
Knowledge Management                                                     Context.
                                                                              Organization


           Strategies
Knowledge management as a business strategy:
 – most comprehensive and enterprise approach
 – KM is central to the ability to grow and compete
 – knowledge is seen as a product with significant and direct impact on the
   profitability and viability of the enterprise
 – firms pursuing this strategy mostly align their KM strategies closely with the other
   major directions of the enterprise



Transfer of knowledge and best practice:
 – key strategy that mostly all of the companies: transfer not only has tremendous
    intuitive appeal and face validity but also leads to rapid, demonstrated successes
 – focuses on systematic approaches to knowledge reuse and transfer for best
    practices and knowledge to where companies can use them to improve
    operations or include them in products and services
 – documentation of a practice does not itself produce transfer, but the importance
    of teams, relationships, and networks is the basis for effective transfer
 – various approaches in this strategy: the learning organization, networking,
                                                                           (APQC
    practice centers and communities of practice, and lessons learned 1996)
Knowledge Management                                             Context.
                                                                       Organization



            Strategies
Customer-focused Knowledge Management:
 – focuses on capturing knowledge about customers
 – developing and transferring knowledge and understanding of
   customers‘ needs, preferences, and businesses
 – to increase sales, and bringing the knowledge of the organization to
   bear on customer problems
 – belief that if a company could make their customers successful, their
   own success would be secured as well

Innovation and knowledge creation:
 – emphasizes innovation and the creation of new knowledge through
    basic and applied research and development
 – example: NSA set aside a multi-million-dollar annual funding pool for
    high-risk research and development to provide a simple, fast, and
    streamlined process for sponsoring exploration of technical innovation

                                                                   (APQC
                                                                   1996)
Knowledge Management
             Strategies
Management of intellectual assets (human capital):
 – emphasizes enterprise-level management of specific intellectual assets such
   as patents, technologies, operational and management practices, customer
   relations, organizational arrangement, and other structural knowledge assets
 – management focus may center on renewing, organizing, evaluating,
   marketing, and increasing the availability of these assets

Personal responsibility for Knowledge Management:
 – people are the engine of knowledge and should be supported as such,
 – individuals are personally responsible for identifying, maintaining, and
    expanding their own knowledge as well as understanding, renewing, and
    sharing their knowledge assets
 – reasons for this strategy: perception of the value of having employees who
    are broadly knowledgeable and able to perform competent work, and the
    understanding that successful development of knowledge in individuals
    cannot be micromanaged and must be done by the individual
 – strategy is in line with the emerging paradigm that employees are the
    ultimate source of new knowledge in a firm and that they are responsible for
    their own knowledge development
                                                                      (APQC
                                                                    1996)
Knowledge Management
             Strategies
Global Aspects of Strategies
 – Which partners are strategic & trusted in terms of knowledge exchange?
 – How to align strategies for knowledge in all parts of the globe?
 – Which knowledge makes competitive advantages?


Guidance
 – Develop national / regional strategies
 – Provide strategies in local languages
 – Let partners participate in strategy development
 – Define procedures for strategy implementation




                                                                 (APQC
                                                                 1996)
Knowledge Management Framework                                    Context
                                                                  Processes
   Business Focus (CEN, 2004)

  The business focus should be in the centre of any KM
  initiative and represents the value-adding processes of an
  organization, which may typically include
   – strategy development
   – product/service innovation and
   – development, manufacturing and service delivery, sales and
     customer support.
  Processes represent the organizational context, creating
  critical knowledge on
   –   products and services
   –   Customers
   –   technology
   –   …
  Processes are inter-organizational in distributed networks
                                            (CEN
                                               2004)
Knowledge Management Framework                                                             Processes

          Business Focus
Process orientation
  knowledge-intensive (operative) business                               strategy
  process
   –   denotes a business process that relies
       substantially ‗more‘ on knowledge; regarding
       organizations core competencies on the          processes
       operative level: e.g., design products and
       services, produce products and services.

  knowledge process                                                             instruments/
                                                             content/             systems
   –   refers to a dedicated service or support               topic
       process which supports the flow of
       knowledge within and between knowledge-
       intensive (operative) business processes:      knowledge base
       e.g., search, acquisition.
                                                       processes                    knowledge
                                                                                     life cycle
  knowledge management process
   –   kind of a ‗meta‘-process that is responsible
       for the extensive implementation of the
       knowledge management initiative: e.g.,
       organizational instruments, ICT instruments,
       controlling.                                                     (Remus 2002)
Knowledge Management Framework                            Processes

Core Knowledge Activities (CEN, 2004)


 Five core knowledge activities:
  – identify, create, store, share and use.
  – Supported by the right KM methods and tools
 Requirements have to be fulfilled to achieve
 improvements
  – Integration / alignment of core activities with
    organizational processes and daily tasks.
  – Carefully balanced in accordance with the
    specificities of each business process and
    organization. A KM solution should not focus only on
    one or two activities in isolation.
Knowledge Management Framework                                                      Processes

     Core Knowledge Activities
Knowledge Management
  Tasks (Maier, 2004)                                  Knowledge             Knowledge
                                                         Goals              Measurement
  creation, building, anticipation or
  generation
                                                       Knowledge             Knowledge
  acquisition, appropriation or adoption              Identification            Use

  identification, capture, articulation or
  extraction                                     Knowledge                        Knowledge
                                                 Acquisition                     Preservation
  collection, gathering or accumulation
  (legally) securing                                   Knowledge            Knowledge
                                                      Development           Distribution
  conversion
  organization, linking and embedding
  formalization                                                    (Probst & Romhardt 2000)
  storage
  refinement or development
  distribution, diffusion, transfer or sharing
  presentation or formatting
  application, deploying or exploiting
  review, revision or evolution of knowledge
Knowledge Management Framework:                                                    Instruments

            Enabler
Knowledge Services
  Knowledge Services support the work of knowledge workers and their organizations

                                  Knowledge       Knowledge
                                 Identification      Use



                            Knowledge                   Knowledge
                                                                        Human
         IT-Tools           Acquisition                Preservation   Ressources
                                                                      Management
                                  Knowledge       Knowledge
                                 Development      Distribution



IT-Tools                                           Human- & Structure-oriented
• Document Management                              Tools
• E-Mail
• CSCW                                             • Mentoring
• Search                                           • Open Space
• Data Mining                                      • Job Rotation, Job Enlargement
• List-Server
• Multi-Point-Videoconference
                                                   • Career Planning
• News-Channel / News-Feed                         • Team Development
• Application Sharing                              • Simulation Games
• Social Software
                                                   • Future Search Conference
• etc.
                                                   • etc.
Knowledge Management
                   Framework: Results
                                           Acceptance of knowlede management systems (KMS)
                                           Usability / usefulness of KMS
                                           Knowledge assets (number, usefulness,
                        Measurement of     complexity, …)
   Knowledge         knowledge and core    Knowledge sharing (number of knowledge elements,
                              processes    motivation, know
                                           Knowledge utilization (usage of knowledge elements,
                                           number of users per element, perceived usefulness, …)
                                           …
                                           Improvement of global competences
                                           Awareness and sensitivity
                 Measuring international
Global aspects                             Team understanding, team-related aspects
                                 aspects
                                           Number of interrupted communications
                                           …
GKM Step by Step: Strategy and Requirements

  Assess organization‘s strategy
  and vision regarding KM
  Assess core knowledge of the
  organization
   – Knowledge cluster
  Assess core (business)
  processes
   – Business Process Model
  Specify and improve the strategy
   – Strategy specification
GKM Step by Step: Context

Describe key context aspects
  Stakeholders and roles
   – Organization / individual profiles
   – Knowledge and competence profiles
  Culture
   – Culture profiles
  IT Infrastructure
   – Regional infrastructure
   – Enterprise Architecture
GKM Step by Step: GKM Design (1)

Design Knowledge Processes
Aligned with the context, you
   should…
   Design potential knowledge
   processes
   – Specify processes
   – Embed with business processes
   – Agree / integrate with international
     collaborators
   – Prepare change processes
  Knowledge description
   – Develop knowledge descriptions /
     standards
   – Incorporate collaborators
   – Develop problem specifications
GKM Step by Step: GKM Design (2)

Design interventions
  Choose a barrier / success factor
  Identify candidate instruments
  Integrate process
  Identify influences / context
  Validate process – context –
  instrument impact
  Validate, refine, improve…
GKM Step by Step: Realization

Deploy & adopt
  Initiate change processes
  Integrate processes
  Realize interventions
  Validate results
   –   Short term and long term
   –   Staff knowledge
   –   Productivity
   –   …
  Develop improvement
  recommendations
Summary
Successful Global KM is still a creative, explorative
design activity
Factors are identified but their interdependencies
and context-correlations are unclear
Step by step, participatory approaches with
validations and continuous improvement
More research to be done…
Guiding questions
How to embed knowledge management in a strategy?
How could knowledge processes be integrated in work
processes?
What are promising tools?
How can knowledge sharing be embedded in a
collaborative environment?
Contact Information

Prof. Dr. Jan M. Pawlowski
 jan.pawlowski@jyu.fi
 Skype: jan_m_pawlowski

 Office: Room 514.2
 Telephone +358 14 260 2596
 http://users.jyu.fi/~japawlow
Global Knowledge Management

            Context and Barriers


Jan M. Pawlowski, Henri Pirkkalainen, Markus Bick, Franz
                        Lehner
                     15.11.2011
Licensing: Creative Commons
  You are free:                                           Collaborative Course Development!
       to Share — to copy, distribute and transmit
           the work                                       Thanks to my colleagues Prof. Dr.
                                                          Markus Bick and Prof. Dr. Franz Lehner
       to Remix — to adapt the work
                                                          who have developed parts of the
                                                          Knowledge Management Course which
  Under the following conditions:                         we taught together during the Jyväskylä
         Attribution. You must attribute the work in      Summer School Course 2011.
             the manner specified by the author or
             licensor (but not in any way that
             suggests that they endorse you or your       Prof. Dr. Markus Bick (Introduction,
             use of the work).                            CEN Framework)
         Noncommercial. You may not use this              ESCP Europe Campus Berlin
             work for commercial purposes.                Web: http://www.escpeurope.de/wi
         Share Alike. If you alter, transform, or build
                                                          Prof. Dr. Franz Lehner (Assessment,
             upon this work, you may distribute the
                                                          Process Integration)
             resulting work only under the same or
                                                          University of Passau
             similar license to this one.
                                                          Web: http:// www.wi.uni-passau.de/
  http://creativecommons.org/licenses/by-nc-sa/3.0/
Contents
Context
– What is it?
– Context Models
Cultural context
– Culture Models
– Organizational culture analysis
Barriers and Success Factors
– KM Barriers
– Global Barriers
– Social Software Barriers
Context




Context denotes all influence factors which have an
impact on KM situations but which are not
immediately affected by the design of KM project
–   Cultural context
–   Strategy
–   Infrastructure
–   Policies
–   Barriers, ….
Context
Purpose
– Understanding the situation of KM and its potentials
– Adapting interventions and tools to this situation
Challenges
– What are the aspects that matter (most)?
– What are models to be used?
– How to distinguish the important and irrelevant aspects?
Global KM Context
Societal
–   Culture
–   Policies
–   Legislation
–   Technology infrastructure (networks, access, …)
Organization
–   Type of organization
–   Sector / products / services
–   Organizational culture
–   Partnership structure
Individual
– Barriers
– Language
– ICT / Globalization competences
An initial context model (Richter &
             Pawlowski, 2010)




Starting points for society level
Pick & choose list of aspects
What influences partnerships & external KM?
Samples of Context Influences
Human-oriented instruments
 – How are KM interventions perceived (culture)
 – How is concrete knowledge shared (e.g. legislation:
   critical technologies), how is privacy / IPR perceived?
Technology-oriented instruments
 – Which technologies can be used (infrastructure)
 – Which technologies are well adopted (e.g. mobile video
   streaming, google vs baidu, …)
Process design
 – Culture & organizational practices influence business
   processes
 – Roles and responsibilities (culture, who is responsible for
   KM, who owns KM)
 – External processes: trust aspects
Definitions of Culture
―Culture is the collective programming of the mind
which distinguishes the members of one category of
people from another.‖ (Hofstede, 1984)
―Most social scientists today view culture as
consisting primarily of the symbolic, ideational, and
intangible aspects of human societies. The essence of
a culture is not its artifacts, tools, or other tangible
cultural elements but how the members of the group
interpret, use, and perceive them. It is the values,
symbols, interpretations, and perspectives that
distinguish one people from another in modernized
societies; it is not material objects and other tangible
aspects of human societies. People within a culture
usually interpret the meaning of symbols, artifacts,
and behaviors in the same or in similar ways‖ (Banks
et al. 1989)
Definitions of Culture
Culture is defined as the ―[…] definitive, dynamic
purposes and tools (values, ethics, rules, knowledge
systems) that are developed to attain group goals‖
(Mabawonku, 2003)
Culture includes ―[..]every aspect of life: know-how,
technical knowledge, customs of food and dress,
religion, mentality, values, language, symbols, socio-
political and economic behavior, indigenous methods
of taking decisions and exercising power, methods of
production and economic relations, and so on."
(Verhelst, 1990)
The system of shared beliefs, values, customs,
behaviours, and artifacts that the members of society
use to cope with their world and with one another, and
that are transmitted from generation to generation
through learning (Bates, Plog, 1990)
How does culture influence KM?

Impact on
–   Working style
–   Group behavior
–   Communication
–   Design
–   …
How to represent culture / which aspects should be
analyzed?
How do these aspects influence KM processes?
More perspectives on ―culture‖
Organizational or corporate culture: Management
style, rewards, working atmosphere
Professional culture: Formal education within a group
of professionals
Functional culture: functional roles within the
organization
Team culture: common work experiences
Culture Levels
             Regional / National


                Organizational
                      Individual
             Individual
                Individual
                        Individual
Organizational
                        Organizational




            Professional
Hofstede‘s ―Dimensions of Culture‖ (1)
    Model to compare cultures
    Culture as a set of typical attributes / behaviours
    (manifestations of culture)
     – Values
     – Rituals
     – Heroes
     – Symbols
    Based on a study for IBM in 64 countries / follow-up
    studies
    http://www.geert-
    hofstede.com/hofstede_dimensions.php

                      Symbols
                      Heroes
                      Rituals
                      Value
                         s
Hofstede‘s ―Dimensions of Culture‖ (2)
 Analysis dimensions
   Power distance index (PDI): Common
   position to diversities within a country and the
   people‘s position towards authorities.
   individualism-index (IVD): Degree, to which
   individuals in a country wish to be free from
   dependencies to other persons and the
   authorities
   masculinity index (MAS): Degree to represent
   gender-roles as part of common norm,
   school, family and workplace as well as
   politics
   Uncertainty avoidance index (UAI): How do
   individuals feel threatened by uncommon or
   insecure situations
   Long term orientation (LTO): Time-orientation
   of a society (e.g., planning horizon)
Hofstede‘s ―Dimensions of Culture‖
Country/Region
  Germany
                Score Rank
                 26    70     Germany   (3) 18 Country/Region Score
                           Country/Region Score Rank
                                           67        Germany   66
                                                                                                                Rank
                                                                                                                11-13
  Austria                11      74            Austria           55      27            Austria           79       4
  France                 68     27-29          France            71     13-14          France            43     47-50
  Spain                  57     45-46          Spain             51      30            Spain             42     51-53
  Portugal               63     37-38          Portugal          27     49-51          Portugal          31      65
  South Korea            60     41-42          South Korea       18      63            South Korea       39      59
  Brazil                 69      26            Brazil            38     39-40          Brazil            49      37
  Guatemala              95      3-4           Guatemala         6       74            Guatemala         37     61-62

Values for Power Distance Index (PDI)      Values for Individualism Index (IDV)     Values for Masculinity Index (MAS)
              Country/Region Score Rank                        Country/Region Score Rank
                 Germany       65   43                            Germany      31   25-27
                 Austria       70  35-38                          Austria      31   25-27
                 France        86  17-22                          France       39    19
                 Spain         86  17-22                          Spain        19   35-36
                 Portugal     104    2                            Portugal     30   28-30
                 South Korea   85  23-25                          South Korea   75    6
                 Brazil        76  31-32                          Brazil       65     7
                 Guatemala    101    3                            Guatemala    n.a.  n.a.

          Values for Uncertainly Avoidance Index (UAI)
                                                          Values for Long-Term Orientation Index (LTO)

           [Source: http://www.geert-hofstede.com/hofstede_dimensions.php]
Power distance index (PDI)
Small                                    large



• Equal treatment of all employees       • Team members dependent on
                                         leaders
• Employee centered education
                                         • Team members treat their boss with
• Team members initiate some             respect
communication and discourse
                                         • Training suggested by boss
• Leaders (in terms of position) are
experts who transfer impersonal truths   • Leaders initiate all communication
                                         and discourse
• KM activities between different
hierarchy levels                         • Bosses transfer personal wisdom

                                         • KM activities between similar levels
Individualism index (IVD)
Individualism                            Collectivism




• Team members‘ individual initiatives   • Team members‘ individual initiatives
encouraged                               discouraged
• Team members are expected to           • Team members only speak up in
speak up when seeing communication       class when sanctioned by group
needs / issues                           • Tasks are associated according to
• Team members get tasks according       groups
to interests                             • Successful KM activities provide
• Successful KM activities increase      entry to higher-status group
economic opportunities and/or self-      • Knowledge ownership by groups /
respect                                  group leaders
• Knowledge ownership by individuals     • Group knowledge should be valued
• Individual knowledge should be
valued and rewarded
Masculinity index (MAS)
Masculinity                        Femininity




• Brilliant bosses are admired     • Friendly bosses most liked

• Best performer is norm           • Average performer is norm

• Competition in the work place,   • Over-ambition impopular
increased barriers to knowledge
sharing                            • Team members under-rate own
                                   performance
• Team members over-rate own
performance                        • Failing is a minor incident

• Failing is a disaster
Uncertainty avoidance index (UAI)
Strong                                weak




• Team members want to know right     • Team members want good
answers                               discussions

• Leaders / colleagues are supposed   • Leaders may say ―I don‘t know‖
to have all answers
                                      • Emotions should be controlled
• Emotions can be expressed           anywhere

• Pressure among team members to      • Tolerance for differences
conform
                                      • Knowledge sharing in problematic
• Knowledge sharing as future         situations
investment
Long term orientation (LTO)
Long team orientation                     Short term orientation




• Team members attribute success to       • Team members attribute both
effort and failure to lack of effort      success and failure to luck and fate

• Working hard is norm                    • Enjoyment is norm

• Talent for applied, concrete sciences   • Talent for theoretical, abstract
                                          sciences
• Children learn to save
                                          • Children learn to spend
Some issues based on Hofstede…

PDI: How is knowledge shared between hierarchy
levels?
IVD: Who ―owns‖ knowledge, is it a common good in
an organization?
MAS: Are there different ways of sharing knowledge?
UAI/LTO: Is knowledge management seen as help for
future problems?
Critical Analysis
Empirical study in a corporate culture
Results were evaluated in hundreds of settings
Relative values seem to be stabile (while absolute values
are changing)
Not applicable to all contexts
Interpretations for KM and specific components (e.g.,
communication) are questionable (see previous slides )
KM should take those categories as guidelines for
discourse
KM should be designed based on more detailed cultural
aspects (e.g. media / software use, communication
behavior, roles and responsibilities, …)
Analyzing culture: Characteristics   Context.
                                     Society / Culture

   (De Long & Fahey, 2000)
Context.
KM Success Factors and Guidance (De Long                   Organization /
                                                           Individuals
            & Fahey, 2000)                                  Instruments

 Cultural assumptions
  – Which knowledge is common & useful?
  – Analyze cultural influences on priorities (e.g. knowledge
    sharing vs project management)
  – Identify critical knowledge tasks (e.g., customer knowledge)
  – Identify current practices
 Understanding and defining knowledge
  – How do different groups define (important, common, priority)
    knowledge
  – Identify skills / motivation for different instruments (e.g.
    knowledge repositories)
 Importance of individual knowledge
 Enable cross-function knowledge sharing
Context.
                                                       Organization /
KM Success Factors and Guidance                        Individuals

    (De Long & Fahey, 2000)                             Instruments


Enable cross-function knowledge sharing
 – Changes of ownership of knowledge?
 – Which new behavior patterns are needed by leaders
 – Provide examples of practices
Culture as context for social interaction
 –   Vertical interactions
 –   Approachability
 –   Horizontal interactions
 –   Interactivity
 –   Sharing and teaching
 –   Dealing with mistakes
Analyzing culture: Distance   Context.
                              Society / Culture

   (Dawes et al., 2011)
Summary
Culture models are abstract, focusing (in most
cases) on national culture
Take the models as an orientation
– General orientation: Abstract models such as Hofstede
– Detailed design decisions based on organizational and
  detailed cultural characteristics
Use the models as a discussion issue: observe,
reflect, ask, discuss and share!
GKMF provides selected attributes for societal,
organizational and individual influence factors
– Base for adaptation
– Templates and representation of attributes
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Global knowledge management_pawlowski_2012

  • 1. Global Knowledge Management An Introduction Jan M. Pawlowski, Markus Bick, Franz Lehner Spring 2012
  • 2. Licensing: Creative Commons You are free: to Share — to copy, distribute and transmit Collaborative Course Development! the work Thanks to my colleagues Prof. Dr. to Remix — to adapt the work Markus Bick and Prof. Dr. Franz Lehner who have developed parts of the Knowledge Management Course Under the following conditions: which we taught together during the Jyväskylä Summer School Course Attribution. You must attribute the work in 2011. the manner specified by the author or licensor (but not in any way that suggests Prof. Dr. Markus Bick (Introduction, that they endorse you or your use of the CEN Framework) work). ESCP Europe Campus Berlin Web: http://www.escpeurope.de/wi Noncommercial. You may not use this work for commercial purposes. Prof. Dr. Franz Lehner (Assessment, Process Integration) Share Alike. If you alter, transform, or build University of Passau upon this work, you may distribute the Web: http:// www.wi.uni-passau.de/ resulting work only under the same or similar license to this one. http://creativecommons.org/licenses/by-nc- sa/3.0/
  • 3. The License in plain words… All slides in this set can be used for non-commercial purposes (academic, general) If you like to use my slides, just inform one of the authors by sending a mail (eg to jan.pawlowski@jyu.fi) If you modify the slides, please send usyour version If you use the slide for a commercial course, contact us and we agree how to arrange this
  • 5. …Jyväskylä, Finland… Source: [http://commons.wikimedia.org/, http://www.jyvaskyla.fi/, http://www.laajavuori.com/]
  • 6. University of Jyväskylä Founded in 1934 Nearly 15.000 degree students in seven faculties. Approximately 2.500 Staff members. – About 700 Research Staff Excellence Centre nominated by the Finnish Academy e.g. in Learning and Motivation Research
  • 7. Global Information Systems, University of Jyväskylä (JYU) - The Team Kati Philipp Denis Kozlov Clements Holtkamp Henri Jan M. Pirkkalainen Pawlowski My background Ph.D. Business Information Systems, University of Essen Habilitation ―Quality Management / Integration of Knowledge Management and E-Learning‖ Professor in ―Global Information Systems‖ Chair CEN/ISSS Workshop Learning Technologies ISO/IEC JTC1 SC36 Project Editor
  • 8. JYU: Global Information Systems Focus areas Projects Global Information Systems OpenScout: OER for Supporting globally distributed Management workgroups TELMAP: Technology Open Educational Resources Forecasting Reference Modeling NORDLET: Nordic Baltic Network for Learning, Education and Training E-Learning COSMOS, Open Science Supporting international Resources: Exchange of education settings Scientific Content Cultural adaptation ASPECT: Open Content Standardization & Quality and standards for schools Management iCOPER: New standards for Mobile & Ambient Learning educational technologies Innovative tools and solutions LaProf: Language learning in ICT and agriculture
  • 10. What can you expect? Understand the different concepts of knowledge , knowledge management and knowledge sharing Analyze global influence factors to knowledge management Design and develop knowledge management systems, processes and instruments in a systematic way Assess and optimize knowledge management systems
  • 11. Course Organization Lecture 1 Introduction Lecture 2 Conceptual Foundation The context of KM: Understanding the starting situation (context and strategies) Lecture 3 Case Study introduction Lecture 4 KM Frameworks: The components of KM KM & Culture Lecture 5 Process Management: Integration of Knowledge, Learning and Business Processes Lecture 6 Assessment of KM Success KM Instruments and Tools Lecture 7 Global Social Knowledge Management Lecture 8 Final presentations
  • 12. Approach Course outline – Lecture – Guiding Questions – Discussion – Assignment / Case Study & Presentation – Examination Interaction & Discussion – Preparation: Slides, readings & recent papers – Preparation (2): Questions on Papers – Questions: E-Mail, Forum, Skype (jan_m_pawlowski)
  • 13. Your expectations? Why did you choose this course? Which experiences do you have in the field? Which issues would you like to discuss?
  • 14. A first question What is common knowledge?
  • 18. A first questions Why is Knowledge a Global Success Factor?
  • 19. Just a simple product?
  • 20. Business Process Management in a Networked Business Management Processing R&D A Marketing R&D Sales Marketing Processing Marketing Production B Sales IT Services Sales IT Services Marketing Material Flow Knowledge/ Information / Data Flow
  • 21. Some random questions… Decision questions – Where to produce? – How to build partnerships (joint ventures, contractors, …) – Which systems to exchange knowledge? Operational questions – How to process wood? – When will the next shipment arrive? – How to market the product in Japan? – How to explain the concept and advantages of Finnish saunas? – How to find the main problems of customers? – Which are import and safety regulations?
  • 22. This means… Knowledge is a key to global success Global KM managers need to understand the value chain and knowledge requirements Global KM managers need to understand knowledge processes and culture Global KM managers are the main hubs for smooth operations in production and service enterprises
  • 23. Contents Introduction Knowledge Management Foundations – Conceptual foundation – Theoretical Frameworks – Practical Frameworks Global KM – Influence factors – Cultural Barriers Solutions – Strategies – Processes – Tools
  • 24. Types and Classes of Knowledge Knowledge ―high flyer‖ interpretation/ cross-Linking Information stock price: 81,60 € context Data 81,60 syntax Characters ―1―, ―6―, ―8― and ―,― character set
  • 25. Related Concepts (modified, North, 1998) Competitiveness + Competence uniqueness +applying to Skill new settings Knowledge +use Information +context Data +meaning Symbol +syntax
  • 26. Myths of Knowledge Management Myth 1: KM technologies can deliver the right information to the right person at the right time Myth 2: KM technologies can „store― human knowledge, intelligence or experience Myth 3: KM technologies can distribute or multiply human intelligence Myth 4: Organizations are not able to learn, only individuals learn
  • 28. Introduction: What is Knowledge Management? Knowledge Management in Practice Ford Learning Network What is (in your opinion) the message of this case? How important is the so called “Virtual Librarian” for the FLN solution? What does impress and what does irritate you about the KM solution mostly?
  • 29. Some issues… How do you organize the development process? How to find components which need to be changed, how to develop different versions? How qualified are the development partners? How good are their language and communication skills? Will they understand your codes? How to keep track of the changes and versioning? How to change the development environment (e.g. new release) in a coordinated way? How to find out country-/market-specific needs? How to coordinate prototype validations? What are communication standards? How are problems communicated? How is the development process and specific aspects documented?
  • 30. Introduction – What is Knowledge Management? Main Drivers Co-evolution of society, organization, products, services, work and workers Globalization of business Distribution of organizations Fragmentation of knowledge Need for speed and cycle-time reduction Need for organizational growth Complex organizational interlacings Increasing pace of organisational redesign and increasing employee mobility Business process reengineering and lean management New information and communication technologies
  • 31. Introduction – Global Knowledge Management Geographic dispersion Some Issues – Level of dispersion Coordination – Synchronicity Communication Organizational issues Culture and Awareness – Type of stakeholders – Type of projects Technology Support – Complexity Process Alignment Individual Issues … – Perceived distance – Trust Methodology and processes – Systems methodology – Policy and standards Culture – Knowledge & communication
  • 32. So, what is the problem…? What is common and crucial knowledge in different communities? How can we organize knowledge sharing across borders? Which technologies can we use? Which problems might occur? Potential solutions – Theories and frameworks – Practical methods and instruments
  • 33. Context Stakeholders create Society Organization Individual Instruments influences runs perform Intervention A Intervention B Intervention N Human-based instruments Resources embedded in influences Processes External Processes Infrastructures enable Business Processes Strategies change Support Knowledge guide Processes Technologies and tools enable Problems use Knowledge Measured influences by Improved by Validation, Feedback, Improvement Measured by measures influences Results Performance Knowledge … Culture
  • 34. Culture •Barrier 1: Understanding of Common Knowledge •Barrier 2: Lack of understanding of partner organization / country Knowledge / problems Intervention 1-3 • Common knowledge on • Create Reflection Process the organization • Visualize communication paths • Communication patterns • Create culture wiki / allocate • Process knowledge task Results Metric 1: #interrupted communication processes Metric 2: #shared visualizations Metric 3: avg. wiki usage / employee Metric 4: staff satisfaction Framework as tool box for barrier identification, intervention selection, metrics, process design Recommendation of possible solutions
  • 35. Summary Knowledge as a critical success factor Knowledge management to support businesses Global aspects – Understanding the context – Process design – Systems and tool support – Cultural aspects
  • 36. References (required readings) Conceptual Foundations: Baskerville R and Dulipovici A (2006) The theoretical foundations of knowledge management. Knowledge Management Research and Practice 4, 83–105. Frameworks: Pawlowski, J. & Bick, M. (2012). The Global Knowledge Management Framework: Towards a Theory for Knowledge Management in Globally Distributed Settings. Electronic Journal of Knowledge Management, 2012 Context/Barriers and Culture: Leidner D, Alavi M, Kayworth T. 2006.The role of culture in knowledge management: a case study of two global firms. International Journal of e-Collaboration 2: 17–40. Processes: Remus, U.; Schub, S. A Blueprint for the Implementation of Process- oriented Knowledge Management. In: Journal of Process- and Knowledge Management. 10 No. 4, (2003) Knowledge and Knowledge Representation: A. Abecker and L. van Elst, Ontologies for Knowledge Management, in Handbook on Ontologies second edition, International handbooks on information systems, Heidelberg: Springer, 2009, pp. 713-734. Tools and Social Software: ZHENG Y, LI L and ZHENG F (2010) Social Media Support for Knowledge Management. In Proceedings of the International Conference on Management and Service Science. pp 1-4, IEEE, Wuhan, China Assessment of KM: Lehner, F.: Measuring KM Success and KM Service Quality with KnowMetrix–First Experiences from a Case Study in a Software Company. Knowledge Science, Engineering and Management, 2009 - Springer. Bose, R. (2004), "Knowledge management metrics", Industrial Management & Data Systems, Vol. 104 No.6, pp.457-68.
  • 37. References (practical issues, good practices) APQC (1996): Knowledge Management, a Consortium Benchmarking Study Final Report. CEN/ISSS (2004): European Guide to Good Practice in Knowledge Management, Bruxelles 2004. http://www.cenorm.be/cenorm/businessdomains/businessdomains/isss/about_iss s/km.asp Eppler, M. J. (2002): Knowledge Management Light. In O. Sukowski, and M. J. Eppler (Eds): Knowledge Management Case Studies. Project Experiences, Implementation Insights, Key Questions. NetAcademy Press, St. Gallen. Maier, R. (2002): Knowledge Management Systems. Springer, Stuttgart.
  • 38. References (theory and background) Bick, M. (2004): Knowledge Management Support System. University Duisburg-Essen, 2004. http://miless.uni-duisburg- essen.de/servlets/DocumentServlet?id=11663 (in German) Kalkan, V.D. (2008): An overall view of knowledge management challenges for global business, Business Process Management Journal, 14 (3), pp.390 – 400 Desouza, K.C., Awazu, Y., Baloh, P. (2006): Managing Knowledge in Global Software Development Efforts: Issues and Practices, IEEE Software, 23 (5), pp. 30-37 McDermott, R., O‘Dell, C. (2001): Overcoming cultural barriers to sharing knowledge, Journal of Knowledge Management, 5 (1), pp.76 – 85 Bhagat, R.S., Kedia, B.L., Harveston, P.D., Triandis, H.C. (2002): Cultural Variations in the Cross-Border Transfer of Organizational Knowledge: An Integrative Framework, The Academy of Management Review, 27 (2), pp. 204-221 Holden, NJ. (2002): Cross-cultural Management: A Knowledge Management Perspective. London: Financial Times/ Prentice Hall.
  • 39. References (theory and background) Desouza, K., Evaristo, R. (2003): Global Knowledge Management Strategies, European Management Journal, 21 (1), pp. 62-67 Richter, T., Pawlowski, J.M. (2007): Adaptation of E-Learning Environments: Determining National Differences through Context Metadata. TRANS - Internet Journal for Cultural Studies, 17. De Long, D. W., Fahey, L. (2000): Diagnosing cultural barriers to knowledge management. Academy of Management Executive, 14(4), pp.113-128. Pauleen, D. (Ed.) (2006). Cross-cultural perspectives on knowledge management, Westport, Conn.: Libraries Unlimited. Vaidyanathan, G. (2007). Networked Knowledge Management Dimensions in Distributed Projects, In: Tan, F.: Global Information Technologies: Concepts, Methodologies, Tools and Applications, Idea Group, 2007. Dawes, S.S., Gharawi, M., Burke, B. (2011). Knowledge and Information Sharing in Transnational Knowledge Networks: A Contextual Perspective, Proceedings of the 44th Hawaii International Conference on System Sciences, 2011. More references given on request and during the lecture
  • 40. Global Knowledge Management Case Study Jan M. Pawlowski, Markus Bick, Franz Lehner 28.10.2011
  • 41. Evaluation / Credits (Final) Evaluation – 50 % Final examination – 25% case study presentation • ―active‖ presentation (in case related sessions) – 25% final assignment • -10 pages (Times New Roman 12pt, single spacing, ―common margin‖) • finally revised presentations • ppt/pdf + doc/pdf • provide the full names and email of all group members
  • 42. Global Knowledge Management >> Case – Part I <<
  • 43. Case – Part I Group Work (1/2) Next ≈ 60min Please form groups of four to five Read the case study carefully. – The Pragmatic Development And Use Of Know-How: Knowledge Management Light At Securitech LTD Answer the first four questions, making some notes – Basic Questions 1-4 This Group Work is the basis for the next parts of this case and thereby crucial for the final assignment.
  • 44. Case – Part I Group Work (2/2) Knowledge Management Light At Securitech LTD. 1.) Why do you think it was these five measures Furrer proposed? (Discuss with reference to the details given in the case study.) Please allocate Furrer’s measures to the problems illustrated in the case study wherever possible. 2.) Which measures do you consider to be appropriate solutions to the illustrated problems? Which measures do you view with concern, and why? 3.) What are the central findings (in the sense of success factors) with regard to the process of introducing knowledge management which can be deduced from Furrer’s actions? 4.) Which of Furrer’s ideas did you consider to be the best? Could this idea have emerged and been implemented even without any involvement of knowledge management?
  • 45. Integrated Knowledge Management >> Case – Part II <<
  • 46. Case – Part II Group Work (1/2) Next ≈ 60min Please stick to your group Re-Read the case study carefully. – The Pragmatic Development And Use Of Know-How: Knowledge Management Light At Securitech LTD Answer the following questions, preparing a presentation (.ppt, etc.) – See questions next slide This Group Work is the basis for Part III of this case
  • 47. Case – Part II Group Work (2/2) Knowledge Management Light At Securitech LTD. 5.) Which next steps would you propose to Mr. Furrer for the coming six months? How can he ensure the continued success of the undertaken measures, and achieve the continuation of knowledge management in the approaching business management meeting? 6.) With regard to this mornings session, what do you think about the knowledge cockpit? What about the criteria / indicators? Are these sufficient and tailored to the companies needs? 7.) Discuss the difficulties of measuring Knowledge Management success or impacts in general and more specifically concerning Knowledge Management Light At Securitech LTD. 8.) Which aspects of the given context should Furrer pay more attention to in his next steps? Which factors has he given too little consideration until now?
  • 48. Case – Part III Group Work Next ≈ 4 weeks Please stick to your group Discuss the extension of the case study – which changes to the previous situation can you identify Answer the questions of the case extension, we support the case work Prepare a presentation of the overall solution until 13.12.2011
  • 49. Contact Information Prof. Dr. Jan M. Pawlowski jan.pawlowski@jyu.fi Skype: jan_m_pawlowski Office: Room 514.2 Telephone +358 14 260 2596 http://users.jyu.fi/~japawlow
  • 50. Global Knowledge Management Conceptual foundation Jan M. Pawlowski, Markus Bick, Franz Lehner 28.10.2011
  • 51. Licensing: Creative Commons You are free: to Share — to copy, distribute and transmit Collaborative Course Development! the work Thanks to my colleagues Prof. Dr. to Remix — to adapt the work Markus Bick and Prof. Dr. Franz Lehner who have developed parts of the Knowledge Management Course Under the following conditions: which we taught together during the Jyväskylä Summer School Course Attribution. You must attribute the work in 2011. the manner specified by the author or licensor (but not in any way that suggests Prof. Dr. Markus Bick (Introduction, that they endorse you or your use of the CEN Framework) work). ESCP Europe Campus Berlin Web: http://www.escpeurope.de/wi Noncommercial. You may not use this work for commercial purposes. Prof. Dr. Franz Lehner (Assessment, Process Integration) Share Alike. If you alter, transform, or build University of Passau upon this work, you may distribute the Web: http:// www.wi.uni-passau.de/ resulting work only under the same or similar license to this one. http://creativecommons.org/licenses/by-nc- sa/3.0/
  • 52. Types and Classes of Knowledge Knowledge ―high flyer‖ interpretation/ cross-Linking Information stock price: 81,60 € context Data 81,60 syntax Characters ―1―, ―6―, ―8― and ―,― character set
  • 53. Related Concepts (modified, North, 1998) Competitiven ess + Competence uniqueness +applying to Skill new settings Knowledge +use Information +context Data +meaning Symbol +syntax
  • 54. Definition – Knowledge “Knowledge comprises all cognitive expectancies – observations that have been meaningfully organized, accumulated and embedded in a context through experience, communication, or inference – that an individual or organizational actor uses to interpret situations and to generate activities, behavior and solutions no matter whether these expectancies are rational or used intentionally.” (Maier 2002) “A set of data and information (when seen from an Information Technology point of view), and a combination of, for example know- how, experience, emotion, believes, values, ideas, intuition, curiosity, motivation, learning styles, attitude, ability to trust, ability to deal with complexity, ability to synthesize, openness, networking skills, communication skills, attitude to risk and entrepreneurial spirit to result in a valuable asset which can be used to improve the capacity to act and support decision making.” (CEN 2004)
  • 55. Definition – Knowledge Management ―Knowledge management is defined as the management function responsible for the regular selection, implementation and evaluation of goal-oriented knowledge strategies that aim at improving an organization’s way of handling knowledge internal and external to the organization in order to improve organizational performance. The implementation of knowledge strategies comprises all person-oriented, organizational and technological instruments suitable to dynamically optimize the organization-wide level of competencies, education and ability to learn of the members of the organization as well as to develop collective intelligence.― (Maier 2002) ”Planned and ongoing management of activities and processes for leveraging knowledge to enhance competitiveness through better use and creation of individual and collective knowledge resources.” (CEN 2004)
  • 56. Types and Classes of Knowledge Declarative Knowledge: Procedural Knowledge: • knowing that • knowing how [Source: http://kartta.jkl.fi] My position How to get to the lecture… Position, room Navigation Lecture time Lecture behavior Traffic rules Traffic behavior
  • 57. Types and Classes of Knowledge Organizational Knowledge: Individual Knowledge: • consists of the critical intel- • knowledge of each person lectual assets within an (employee) organization Building cars…. Steering / using production facilities [Picture Source: http://commons.wikimedia.org]
  • 58. Types and Classes of Knowledge Implicit / Tacit Knowledge: Explicit Knowledge: • knowledge that people carry in • codified knowledge that can be their minds and is, therefore, easily shared and understood difficult to access Traffic rules Traffic customs Driving instructions Interpretations … … Global / cultural differences [Picture Source: http://commons.wikimedia.org]
  • 59. SECI Model (Nonaka & Takeuchi, 1996) Socialization Externalization Combination Internationalization
  • 60. SECI Processes Socialization: Transfer tacit knowledge from one person to another person Externalization: Translate tacit knowledge into explicit knowledge in a repository Combination: Combine different bodies of explicit knowledge to create new explicit knowledge Internalization: Extract the explicit knowledge from a repository that is relevant to a particular person‘s need and deliver it to that person where it is translated into tacit knowledge Cognition: Apply tacit knowledge to a business problem
  • 61. Person Group Organisation Person Group from team A to team B Organisation Basic Processes Knowledge Sharing Knowledge Exchange Knowledge Transfer
  • 62. Selected Knowledge Exchange Models • Know-How transfer model (after Boeglin) • Szulanski‘s stepwise model of Best Practices Transfer • Internal Knowledge Transfer model (Krogh) • Richter‘s Transfer Potential Absorption model • Zander & Kogut‘s Transfer and Imitation model
  • 63. Boeglin‘s model of Know-How Transfer Sender Receiver willing unwilling willing unwilling able A&W A/UW A&W A/UW able Know-How Transfer unable unable W/UA Ux2 W/UA Ux2 A/UW Leadership Problem A/UW W/UA Communication Problem W/UA Ux2 Combined L/C Problem Ux2
  • 64. The Step-Model of Best-Practices Transfer (Szulanski, 1996) Influence Factors Characteristics Knowledge Ambiguity Characteristics Unproven Sender Qualities Lack of Motivation Perceived as unreliable Receiver Qualities Lack of Motivation Insufficient Absorptive Capacity Insufficient Retentive Capacity Context Barren Organisational Context Integration Arduous Relationship Ramp-up Achieving Installation Target Building Prototypes Performance ‘Routine’ Initiation Pilots Level
  • 65. Richter‘s Absorption Potential Model Transfer Potential Absorption Potential Transfer Implementation Power Power Mediation Learning Absorption Resources Resources Communication Interpretation Capability Capability Subsidiary Centre
  • 66. Overview of the factors that influence speed of transfer and early imitation risk (Zander and Kogut, 1995) Influence Factors Hypothesis Codifiability; how far can the required The higher codifiability, the faster the knowledge be articulated into software transfer and the higher the risk of and/or documents early imitation Complexity; the number of capabilities The higher the complexity, the more and competencies required difficult (and slow) the transfer and imitation Teachability; how easy/hard it is to The easier it is to teach, the faster the disseminate, teach and demonstrate the transfer – and imitation required knowledge System Dependence; the effort The higher the systems dependence, required to assemble the necessary the longer before the transfer can be groups of experts and the technology effected and imitations could be needed started. Parallel Development; the number of The higher the competitive pressure, competitors engaged in similar transfer the faster the transfer and the earlier and/or product development projects the risk of imitation Product Observability; how easy is it The more observability, the sooner to ‘reverse engineer’ the product in imitations may be expected; (this question or reconstruct it from factor does not apply to internal published Information? transfers)
  • 67. Overview of the factor structure of the Zander and Kogut transfer model Internal Transfer Imitation Codifiability Codifiability Complexity Complexity Teachability Teachability Systems Dependence Systems Dependence Parallel Development Parallel Development Product Observability Proprietary vs. Outsourcing Key Employee Turnover Continuous Development
  • 68. Some history of KM Historical Roots: Durkheims school of sociology Late 70 s, early 80 s: simple structural theories, knowledge representation (AI), group remembering (Hartwick et al.) Late 80 s, 90 s: Transactive Memory System (Wegner et al.), Organisational Memory (Walsh/Ungson), OM Architecture (Stein, Stein/Zwass), Technical Approaches of OM Late 90 s: Growing Importance of Knowledge Architectures (eg. Borghoff/Pareschi et al.) -2011: Human-technology balance, social aspects, social KM, …
  • 69. Review of KM Field (1) We find a lot of companies with no or little conscious KM-activities – KM ―happens― (nevertheless the question arises in which situations an active conscious knowledge management is above simply letting things happen). The practically necessary activities do not refer to shared knowledge, resp. do not require the measures recommended in KM literature (theory – practice gap) KM-activities are intentionally introduced but are not known to all (resp. not to all that should know about them). Especially in bigger organisations uncoordinated KM-activities can be the consequence. TKM in this sense can mean a reduction of knowledge deficits about KM-activities. KM activities concentrate on information sharing, while knowledge processes and knowledge sharing are neglected (nevertheless they exist)
  • 70. Review of KM Field (2) Consequences of existing but not explicitly communicated goals of knowledge management (hidden agenda of KM resp. Management) essential KM-processes are understood as ―autopoietical‖ (self-organising) significance of hidden knowledge structures; i.e. informal structures and relationships, which have a specific meaning and which are actually more important than formal structures and tasks (under control of KM) Lack of consciousness about the knowledge with business relevance (as a consequence it is not clear what should be addressed by KM) Explicit KM activities are related to the business activities – and contrast to hidden and not communicated expectations (e.g. related to unexpected events)
  • 71. Types and Classes of Knowledge (Mentzas et al. 2001)
  • 72. Conceptual Roots (Maier, 2002) Knowledge Management Knowledge goals Knowledge strategy Intellectual Knowledge asset human-oriented technology-oriented management management Contents, E-Learning systems Knowledge structures, Roles and Knowledgesystems processes ontology organization economics Translation to business Goal-oriented design of handling of knowledge, Use of supporting infor- and management con- capabilities and competences mation and communica- cepts and terminology tion technologies OL as dynamic process Individual Group Single/double loop Learning Organization Organizational Identification Organizational Feedback knowledge base/ learning Intuition memory Application Innovation Interpretation Diffusion Integration Artificial management intelligence Sociology System Strategic of knowledge Organization Organizational management development intelligence dynamics Organizational Management psychology Organizational Systems by ... Evolution of culture Organizational theory Cognitive psychology organization Organized change chaos
  • 73. Conceptual Roots Strategy Organizational KM tools knowledge Knowledge life cycle human-oriented technology-oriented knowledge management knowledge management Business and know- ledge processes Individual Platforms knowledge Integrating instruments
  • 74. Conceptual Roots: Knowledge Management Approaches human-oriented technology-oriented knowledge management personalization codification approach comprehension of knowledge is contained in documented knowledge; knowledge peoples head detached from employees knowledge worker, networks, authors, experts, actors/roles and communities of interest knowledge broker knowledge managements interactive knowledge integrative knowledge systems (KMS) managements systems management systems publication, structuring and prior knowledge communication and co- integration, search, presen- management system operation, locating of tation and visualization of functions experts, community-support knowledge elements
  • 75. Knowledge Management Systems Technological roots and influences Skill Extended Knowledge Knowledge Push Database CRM Cooperating Maps E-Learning Knowledge Portals Portal Platform Meta-Search KM Suite Community Organizational Engine Homespace Integrative Interactive Knowledge Base Enterprise Knowledge KMS KMS Organizational Learning Medium Knowledge Transactive Memory Management System Knowledge System (KMS) Management Organizational Memory Organizational System AI-technology Memory Organizational Memory Search Visualization Information System Engines Systems Business Intranet/Groupware CBT/ Intelligence Platform Learning Tools Environments (Maier Data Warehouse Document Workflow Group Communication Systems 2002) Management ManagementSupport e-mail, video conferences) (e.g.. Systems Systems Systems
  • 76. Conceptual Roots: KM activities Knowledge Knowledge Goals Measurement Knowledge Knowledge Identification Use Knowledge Knowledge Acquisition Preservation Knowledge Knowledge Development Distribution (Probst & Romhardt 2000)
  • 77. Practical implementation of technologies for knowledge management 30% 25% 23% 23% 25% 20% 18% 15% 12% 10% 9% 9% 10% 6% 5% 5% 5% 0% Ps ET g ls s s ls es nces et es Co AN rainin porta logie forum n too ngi n t r an ag R INT ing, t IP, hno atio rch e confe re Ex llow p P, E ec or ye ar n K gt lab sea Tel e e- l e ha rin col s Technologies for knowledge sharing
  • 78. Samples of KMS Many types of systems Issues – Integration in Processes – User acceptance – Usage frequency – Multilinguality – …
  • 79. Samples…Content Management http://demo.openkm.com/
  • 80. Samples…Content Management http://www.kbdemo.com/
  • 81. Social Software Umbrella of technologies under a fuzzy concept Easy way to spread, distribute, and disseminate information to a wide community Encourage people to dialogue and discourse Easy content creation and sharing Aggregating wisdom of the crowds Transparent
  • 82. Samples: Social Networks http://sometu.ning.com/
  • 83. Ready for Use? Is there management support in all parts of an enterprise? Does a system fit the users‘ work behavior? Does a system fit the purpose? What kind of knowledge needs to be shared? Are there incentives for knowledge sharing? Are there communication options fitting the users needs? …
  • 84. Ready for Global Use? Is the process clear, within and outside the organization? Are there clear procedures for inter-organizational knowledge exchange (who shares with whom?) Is the system multilingual? – Multilingual ontologies – Tag / Query translations – … Are there communication options support multi- lingual communication (e.g. translation support, facilitation)? …
  • 85. Global aspects to KM Coordination: In international team work several problems such as time differences have to be taken into consideration and managed. Communication: Common ways of communication including language need to be agreed on. Collaboration: Team work has to be facilitated by providing suitable mechanisms and support. Knowledge Management including knowledge sharing and transfer is crucial to establish a common knowledge base of all team members – KM as a horizontal aspect!
  • 86. Global aspects to KM (2) Challenges – Lack of Trust – Different vocabularies, frames of reference – Status and rewards of knowledge owners – Behavior towards mistakes…
  • 87. Global aspects to KM (Vaidyanathan, 2007)
  • 88. Preliminary Summary Broad field with – …a variety of conceptual foundations – …interdisciplinary approaches – …different viewpoints – …possibilities of interventions – …uncertain success probabilities – …unknowns! Need for frameworks and comparable models!
  • 89. Guiding questions What is the different between knowledge and competence? Give an example for explicit and implicit knowledge. Find an example where explicit knowledge in one culture is implicit in another. Do you know international communities on the web where knowledge on a certain topic is shared – is this human- or technology oriented? Give an example. In a development process for mobile applications, which knowledge is organizational, which is personal?
  • 90. Global Knowledge Management Frameworks and Strategies Jan M. Pawlowski, Markus Bick, Franz Lehner 28.10.2011
  • 91. Licensing: Creative Commons You are free: to Share — to copy, distribute and transmit Collaborative Course Development! the work Thanks to my colleagues Prof. Dr. to Remix — to adapt the work Markus Bick and Prof. Dr. Franz Lehner who have developed parts of the Knowledge Management Course Under the following conditions: which we taught together during the Jyväskylä Summer School Course Attribution. You must attribute the work in 2011. the manner specified by the author or licensor (but not in any way that suggests Prof. Dr. Markus Bick (Introduction, that they endorse you or your use of the CEN Framework) work). ESCP Europe Campus Berlin Web: http://www.escpeurope.de/wi Noncommercial. You may not use this work for commercial purposes. Prof. Dr. Franz Lehner (Assessment, Process Integration) Share Alike. If you alter, transform, or build University of Passau upon this work, you may distribute the Web: http:// www.wi.uni-passau.de/ resulting work only under the same or similar license to this one. http://creativecommons.org/licenses/by-nc- sa/3.0/
  • 92. Knowledge Management Frameworks Framework – Conceptual models describing and relating potential influencing aspects, such as systems, processes or instruments – Understanding the inter-relations in global settings – Learning how to apply in in practice… Utilization: – Guideline which aspects should be taken into account – Research tool
  • 95. Context Stakeholders Global Society Organization Individual Knowledge Management Instruments Intervention A Intervention B Intervention N Human-based Framework instruments Resources Processes External Processes Infrastructures Business Processes Strategies Knowledge Processes Technologies Knowledge and tools Problems Validation, Feedback, Improvement Results Performance Knowledge … Culture
  • 96. Knowledge… Category Description Sample Values / Attributes Subject area Description of knowledge Type (procedural, factual, …) Knowledge element areas of an organization Representation / codification Culture specifics (common, contextualized, …) Knowing that / knowing how Tacit / implicit / explicit Knowledge type What kind of knowledge Knowledge as object / knowledge as process … Problem description Context Problems to which Problem Related knowledge knowledge is applied Related competences Related actors
  • 97. Global Knowledge Context Management Framework Context – Society: (National, regional) culture, legal aspects, infrastructure, … – Organization: Culture, Strategies, Structure, Processes, … – Individuals: Characteristics, preferences, knowledge / skills / competences, barriers
  • 98. Context. Organization / Individuals Barriers to KM Lack of time 70,1% Lack of understanding KM & its corresponding benefits 67,7% Ignorance of knowledge demand 39,4% Attitude knowledge is power 39,0% Missing transparency 34,6% Missing reward system 34,4% Too high specialization of personnel 32,2% No organized knowledge exchange 28,7% Inappropriate IT-Infrastructure 28,3% Hierarchical structures 28,0% Interdepartmental competition 27,6% Missing business culture 26,7%
  • 99. Global barriers Context. Organization / Individuals Challenges faced in global processes Challenges in Communication Challenges in coordination Challenges information sharing Delayed responses Lack of overlapping working Lack of opportunities to share Communication requires hours information extra efforts Less possibilities to coordinate a Difficulties to find correct Misunderstandings with the synchronous meeting contact to get the information use of email for complex Extra effort requires in Lack of opportunities to learn topics coordination and which can about other peoples skills and Lack of informal increase the coordination cost. capabilities communication Reduced trust Effect of organizational and Extra effort to Initiate Lack of group awareness and national culture towards the contacts and networking team spirits difference in information Troubles in finding the Incompatible views of the sharing practices correct contact problem Language differences can Doubts about other team force team to asynchronous members capabilities and skills method of communication; Not easy to enforce standards cause misunderstandings, and process for the people from extra delays and errors. different working environments Differences in negotiations Hard to synchronize the work and accepting work between different locations Different formalities including different laws, traditions, and regulations. Different hierarchy and authority Difficulty of changing usual practices from the past
  • 100. Sample attributes on the context Category Description Sample Values / Attributes Demographic data (name, age, gender, …) Qualifications Individual: Personal Description of individuals’ Competences Characteristics characteristics Globalization competences Educational preferences … lack of time fear about job security; Lack of awareness use of strong hierarchy, position-based status insufficient capture, evaluation, feedback, communication Potential barriers towards differences in experience levels; Individual: Barriers knowledge management utilization lack of time and interaction poor verbal/written communication and interpersonal skills; age and gender differences; Lack of networking skills Lack of trust …
  • 101. Sample attributes on the context Name Size Context: Type (private, government, NGO, …) Description of organization Organizational Sector (healthcare, automotive, …) characteristics Characteristics Vision Strategy … lack of leadership and managerial direction / strategies shortage of formal and informal spaces to share, reflect and generate (new) knowledge; lack of a transparent rewards and recognition Potential organizational insufficient corporate culture Context: barriers towards shortage of appropriate infrastructure supporting Organizational knowledge management sharing practices; Barriers utilization deficiency of company resources communication and knowledge flows are restricted physical work environment and layout of work areas internal competitiveness within business units, …
  • 102. Sample attributes on the context Context: Success Success factors for KM in Integrated Technical Infrastructure factors organizations Knowledge Strategy that identifies users, sources, processes, storage strategy, knowledge Clear knowledge structure Motivation and Commitment Organizational culture supporting sharing and use of knowledge Senior Management support including allocation of resources, leadership, and providing training Measures are established to assess the impacts Clear goal and purpose for the KMS Search, retrieval, and visualization functions Work processes incorporate knowledge capture and use Learning Organization Security/protection of knowledge …
  • 103. Knowledge Management Context. Organization Strategies Knowledge Management as business strategy Personal Transfer of responsibility for knowledge and Knowledge best practices Management Knowledge Management Strategies Management of Customer-focused intellectual assets Knowledge (human capital) Management Innovation and (APQC knowledge creation 1996)
  • 104. Knowledge Management Context. Organization Strategies Knowledge management as a business strategy: – most comprehensive and enterprise approach – KM is central to the ability to grow and compete – knowledge is seen as a product with significant and direct impact on the profitability and viability of the enterprise – firms pursuing this strategy mostly align their KM strategies closely with the other major directions of the enterprise Transfer of knowledge and best practice: – key strategy that mostly all of the companies: transfer not only has tremendous intuitive appeal and face validity but also leads to rapid, demonstrated successes – focuses on systematic approaches to knowledge reuse and transfer for best practices and knowledge to where companies can use them to improve operations or include them in products and services – documentation of a practice does not itself produce transfer, but the importance of teams, relationships, and networks is the basis for effective transfer – various approaches in this strategy: the learning organization, networking, (APQC practice centers and communities of practice, and lessons learned 1996)
  • 105. Knowledge Management Context. Organization Strategies Customer-focused Knowledge Management: – focuses on capturing knowledge about customers – developing and transferring knowledge and understanding of customers‘ needs, preferences, and businesses – to increase sales, and bringing the knowledge of the organization to bear on customer problems – belief that if a company could make their customers successful, their own success would be secured as well Innovation and knowledge creation: – emphasizes innovation and the creation of new knowledge through basic and applied research and development – example: NSA set aside a multi-million-dollar annual funding pool for high-risk research and development to provide a simple, fast, and streamlined process for sponsoring exploration of technical innovation (APQC 1996)
  • 106. Knowledge Management Strategies Management of intellectual assets (human capital): – emphasizes enterprise-level management of specific intellectual assets such as patents, technologies, operational and management practices, customer relations, organizational arrangement, and other structural knowledge assets – management focus may center on renewing, organizing, evaluating, marketing, and increasing the availability of these assets Personal responsibility for Knowledge Management: – people are the engine of knowledge and should be supported as such, – individuals are personally responsible for identifying, maintaining, and expanding their own knowledge as well as understanding, renewing, and sharing their knowledge assets – reasons for this strategy: perception of the value of having employees who are broadly knowledgeable and able to perform competent work, and the understanding that successful development of knowledge in individuals cannot be micromanaged and must be done by the individual – strategy is in line with the emerging paradigm that employees are the ultimate source of new knowledge in a firm and that they are responsible for their own knowledge development (APQC 1996)
  • 107. Knowledge Management Strategies Global Aspects of Strategies – Which partners are strategic & trusted in terms of knowledge exchange? – How to align strategies for knowledge in all parts of the globe? – Which knowledge makes competitive advantages? Guidance – Develop national / regional strategies – Provide strategies in local languages – Let partners participate in strategy development – Define procedures for strategy implementation (APQC 1996)
  • 108. Knowledge Management Framework Context Processes Business Focus (CEN, 2004) The business focus should be in the centre of any KM initiative and represents the value-adding processes of an organization, which may typically include – strategy development – product/service innovation and – development, manufacturing and service delivery, sales and customer support. Processes represent the organizational context, creating critical knowledge on – products and services – Customers – technology – … Processes are inter-organizational in distributed networks (CEN 2004)
  • 109. Knowledge Management Framework Processes Business Focus Process orientation knowledge-intensive (operative) business strategy process – denotes a business process that relies substantially ‗more‘ on knowledge; regarding organizations core competencies on the processes operative level: e.g., design products and services, produce products and services. knowledge process instruments/ content/ systems – refers to a dedicated service or support topic process which supports the flow of knowledge within and between knowledge- intensive (operative) business processes: knowledge base e.g., search, acquisition. processes knowledge life cycle knowledge management process – kind of a ‗meta‘-process that is responsible for the extensive implementation of the knowledge management initiative: e.g., organizational instruments, ICT instruments, controlling. (Remus 2002)
  • 110. Knowledge Management Framework Processes Core Knowledge Activities (CEN, 2004) Five core knowledge activities: – identify, create, store, share and use. – Supported by the right KM methods and tools Requirements have to be fulfilled to achieve improvements – Integration / alignment of core activities with organizational processes and daily tasks. – Carefully balanced in accordance with the specificities of each business process and organization. A KM solution should not focus only on one or two activities in isolation.
  • 111. Knowledge Management Framework Processes Core Knowledge Activities Knowledge Management Tasks (Maier, 2004) Knowledge Knowledge Goals Measurement creation, building, anticipation or generation Knowledge Knowledge acquisition, appropriation or adoption Identification Use identification, capture, articulation or extraction Knowledge Knowledge Acquisition Preservation collection, gathering or accumulation (legally) securing Knowledge Knowledge Development Distribution conversion organization, linking and embedding formalization (Probst & Romhardt 2000) storage refinement or development distribution, diffusion, transfer or sharing presentation or formatting application, deploying or exploiting review, revision or evolution of knowledge
  • 112. Knowledge Management Framework: Instruments Enabler Knowledge Services Knowledge Services support the work of knowledge workers and their organizations Knowledge Knowledge Identification Use Knowledge Knowledge Human IT-Tools Acquisition Preservation Ressources Management Knowledge Knowledge Development Distribution IT-Tools Human- & Structure-oriented • Document Management Tools • E-Mail • CSCW • Mentoring • Search • Open Space • Data Mining • Job Rotation, Job Enlargement • List-Server • Multi-Point-Videoconference • Career Planning • News-Channel / News-Feed • Team Development • Application Sharing • Simulation Games • Social Software • Future Search Conference • etc. • etc.
  • 113. Knowledge Management Framework: Results Acceptance of knowlede management systems (KMS) Usability / usefulness of KMS Knowledge assets (number, usefulness, Measurement of complexity, …) Knowledge knowledge and core Knowledge sharing (number of knowledge elements, processes motivation, know Knowledge utilization (usage of knowledge elements, number of users per element, perceived usefulness, …) … Improvement of global competences Awareness and sensitivity Measuring international Global aspects Team understanding, team-related aspects aspects Number of interrupted communications …
  • 114. GKM Step by Step: Strategy and Requirements Assess organization‘s strategy and vision regarding KM Assess core knowledge of the organization – Knowledge cluster Assess core (business) processes – Business Process Model Specify and improve the strategy – Strategy specification
  • 115. GKM Step by Step: Context Describe key context aspects Stakeholders and roles – Organization / individual profiles – Knowledge and competence profiles Culture – Culture profiles IT Infrastructure – Regional infrastructure – Enterprise Architecture
  • 116. GKM Step by Step: GKM Design (1) Design Knowledge Processes Aligned with the context, you should… Design potential knowledge processes – Specify processes – Embed with business processes – Agree / integrate with international collaborators – Prepare change processes Knowledge description – Develop knowledge descriptions / standards – Incorporate collaborators – Develop problem specifications
  • 117. GKM Step by Step: GKM Design (2) Design interventions Choose a barrier / success factor Identify candidate instruments Integrate process Identify influences / context Validate process – context – instrument impact Validate, refine, improve…
  • 118. GKM Step by Step: Realization Deploy & adopt Initiate change processes Integrate processes Realize interventions Validate results – Short term and long term – Staff knowledge – Productivity – … Develop improvement recommendations
  • 119. Summary Successful Global KM is still a creative, explorative design activity Factors are identified but their interdependencies and context-correlations are unclear Step by step, participatory approaches with validations and continuous improvement More research to be done…
  • 120. Guiding questions How to embed knowledge management in a strategy? How could knowledge processes be integrated in work processes? What are promising tools? How can knowledge sharing be embedded in a collaborative environment?
  • 121. Contact Information Prof. Dr. Jan M. Pawlowski jan.pawlowski@jyu.fi Skype: jan_m_pawlowski Office: Room 514.2 Telephone +358 14 260 2596 http://users.jyu.fi/~japawlow
  • 122. Global Knowledge Management Context and Barriers Jan M. Pawlowski, Henri Pirkkalainen, Markus Bick, Franz Lehner 15.11.2011
  • 123. Licensing: Creative Commons You are free: Collaborative Course Development! to Share — to copy, distribute and transmit the work Thanks to my colleagues Prof. Dr. Markus Bick and Prof. Dr. Franz Lehner to Remix — to adapt the work who have developed parts of the Knowledge Management Course which Under the following conditions: we taught together during the Jyväskylä Attribution. You must attribute the work in Summer School Course 2011. the manner specified by the author or licensor (but not in any way that suggests that they endorse you or your Prof. Dr. Markus Bick (Introduction, use of the work). CEN Framework) Noncommercial. You may not use this ESCP Europe Campus Berlin work for commercial purposes. Web: http://www.escpeurope.de/wi Share Alike. If you alter, transform, or build Prof. Dr. Franz Lehner (Assessment, upon this work, you may distribute the Process Integration) resulting work only under the same or University of Passau similar license to this one. Web: http:// www.wi.uni-passau.de/ http://creativecommons.org/licenses/by-nc-sa/3.0/
  • 124. Contents Context – What is it? – Context Models Cultural context – Culture Models – Organizational culture analysis Barriers and Success Factors – KM Barriers – Global Barriers – Social Software Barriers
  • 125. Context Context denotes all influence factors which have an impact on KM situations but which are not immediately affected by the design of KM project – Cultural context – Strategy – Infrastructure – Policies – Barriers, ….
  • 126. Context Purpose – Understanding the situation of KM and its potentials – Adapting interventions and tools to this situation Challenges – What are the aspects that matter (most)? – What are models to be used? – How to distinguish the important and irrelevant aspects?
  • 127. Global KM Context Societal – Culture – Policies – Legislation – Technology infrastructure (networks, access, …) Organization – Type of organization – Sector / products / services – Organizational culture – Partnership structure Individual – Barriers – Language – ICT / Globalization competences
  • 128. An initial context model (Richter & Pawlowski, 2010) Starting points for society level Pick & choose list of aspects What influences partnerships & external KM?
  • 129. Samples of Context Influences Human-oriented instruments – How are KM interventions perceived (culture) – How is concrete knowledge shared (e.g. legislation: critical technologies), how is privacy / IPR perceived? Technology-oriented instruments – Which technologies can be used (infrastructure) – Which technologies are well adopted (e.g. mobile video streaming, google vs baidu, …) Process design – Culture & organizational practices influence business processes – Roles and responsibilities (culture, who is responsible for KM, who owns KM) – External processes: trust aspects
  • 130. Definitions of Culture ―Culture is the collective programming of the mind which distinguishes the members of one category of people from another.‖ (Hofstede, 1984) ―Most social scientists today view culture as consisting primarily of the symbolic, ideational, and intangible aspects of human societies. The essence of a culture is not its artifacts, tools, or other tangible cultural elements but how the members of the group interpret, use, and perceive them. It is the values, symbols, interpretations, and perspectives that distinguish one people from another in modernized societies; it is not material objects and other tangible aspects of human societies. People within a culture usually interpret the meaning of symbols, artifacts, and behaviors in the same or in similar ways‖ (Banks et al. 1989)
  • 131. Definitions of Culture Culture is defined as the ―[…] definitive, dynamic purposes and tools (values, ethics, rules, knowledge systems) that are developed to attain group goals‖ (Mabawonku, 2003) Culture includes ―[..]every aspect of life: know-how, technical knowledge, customs of food and dress, religion, mentality, values, language, symbols, socio- political and economic behavior, indigenous methods of taking decisions and exercising power, methods of production and economic relations, and so on." (Verhelst, 1990) The system of shared beliefs, values, customs, behaviours, and artifacts that the members of society use to cope with their world and with one another, and that are transmitted from generation to generation through learning (Bates, Plog, 1990)
  • 132. How does culture influence KM? Impact on – Working style – Group behavior – Communication – Design – … How to represent culture / which aspects should be analyzed? How do these aspects influence KM processes?
  • 133. More perspectives on ―culture‖ Organizational or corporate culture: Management style, rewards, working atmosphere Professional culture: Formal education within a group of professionals Functional culture: functional roles within the organization Team culture: common work experiences
  • 134. Culture Levels Regional / National Organizational Individual Individual Individual Individual Organizational Organizational Professional
  • 135. Hofstede‘s ―Dimensions of Culture‖ (1) Model to compare cultures Culture as a set of typical attributes / behaviours (manifestations of culture) – Values – Rituals – Heroes – Symbols Based on a study for IBM in 64 countries / follow-up studies http://www.geert- hofstede.com/hofstede_dimensions.php Symbols Heroes Rituals Value s
  • 136. Hofstede‘s ―Dimensions of Culture‖ (2) Analysis dimensions Power distance index (PDI): Common position to diversities within a country and the people‘s position towards authorities. individualism-index (IVD): Degree, to which individuals in a country wish to be free from dependencies to other persons and the authorities masculinity index (MAS): Degree to represent gender-roles as part of common norm, school, family and workplace as well as politics Uncertainty avoidance index (UAI): How do individuals feel threatened by uncommon or insecure situations Long term orientation (LTO): Time-orientation of a society (e.g., planning horizon)
  • 137. Hofstede‘s ―Dimensions of Culture‖ Country/Region Germany Score Rank 26 70 Germany (3) 18 Country/Region Score Country/Region Score Rank 67 Germany 66 Rank 11-13 Austria 11 74 Austria 55 27 Austria 79 4 France 68 27-29 France 71 13-14 France 43 47-50 Spain 57 45-46 Spain 51 30 Spain 42 51-53 Portugal 63 37-38 Portugal 27 49-51 Portugal 31 65 South Korea 60 41-42 South Korea 18 63 South Korea 39 59 Brazil 69 26 Brazil 38 39-40 Brazil 49 37 Guatemala 95 3-4 Guatemala 6 74 Guatemala 37 61-62 Values for Power Distance Index (PDI) Values for Individualism Index (IDV) Values for Masculinity Index (MAS) Country/Region Score Rank Country/Region Score Rank Germany 65 43 Germany 31 25-27 Austria 70 35-38 Austria 31 25-27 France 86 17-22 France 39 19 Spain 86 17-22 Spain 19 35-36 Portugal 104 2 Portugal 30 28-30 South Korea 85 23-25 South Korea 75 6 Brazil 76 31-32 Brazil 65 7 Guatemala 101 3 Guatemala n.a. n.a. Values for Uncertainly Avoidance Index (UAI) Values for Long-Term Orientation Index (LTO) [Source: http://www.geert-hofstede.com/hofstede_dimensions.php]
  • 138. Power distance index (PDI) Small large • Equal treatment of all employees • Team members dependent on leaders • Employee centered education • Team members treat their boss with • Team members initiate some respect communication and discourse • Training suggested by boss • Leaders (in terms of position) are experts who transfer impersonal truths • Leaders initiate all communication and discourse • KM activities between different hierarchy levels • Bosses transfer personal wisdom • KM activities between similar levels
  • 139. Individualism index (IVD) Individualism Collectivism • Team members‘ individual initiatives • Team members‘ individual initiatives encouraged discouraged • Team members are expected to • Team members only speak up in speak up when seeing communication class when sanctioned by group needs / issues • Tasks are associated according to • Team members get tasks according groups to interests • Successful KM activities provide • Successful KM activities increase entry to higher-status group economic opportunities and/or self- • Knowledge ownership by groups / respect group leaders • Knowledge ownership by individuals • Group knowledge should be valued • Individual knowledge should be valued and rewarded
  • 140. Masculinity index (MAS) Masculinity Femininity • Brilliant bosses are admired • Friendly bosses most liked • Best performer is norm • Average performer is norm • Competition in the work place, • Over-ambition impopular increased barriers to knowledge sharing • Team members under-rate own performance • Team members over-rate own performance • Failing is a minor incident • Failing is a disaster
  • 141. Uncertainty avoidance index (UAI) Strong weak • Team members want to know right • Team members want good answers discussions • Leaders / colleagues are supposed • Leaders may say ―I don‘t know‖ to have all answers • Emotions should be controlled • Emotions can be expressed anywhere • Pressure among team members to • Tolerance for differences conform • Knowledge sharing in problematic • Knowledge sharing as future situations investment
  • 142. Long term orientation (LTO) Long team orientation Short term orientation • Team members attribute success to • Team members attribute both effort and failure to lack of effort success and failure to luck and fate • Working hard is norm • Enjoyment is norm • Talent for applied, concrete sciences • Talent for theoretical, abstract sciences • Children learn to save • Children learn to spend
  • 143. Some issues based on Hofstede… PDI: How is knowledge shared between hierarchy levels? IVD: Who ―owns‖ knowledge, is it a common good in an organization? MAS: Are there different ways of sharing knowledge? UAI/LTO: Is knowledge management seen as help for future problems?
  • 144. Critical Analysis Empirical study in a corporate culture Results were evaluated in hundreds of settings Relative values seem to be stabile (while absolute values are changing) Not applicable to all contexts Interpretations for KM and specific components (e.g., communication) are questionable (see previous slides ) KM should take those categories as guidelines for discourse KM should be designed based on more detailed cultural aspects (e.g. media / software use, communication behavior, roles and responsibilities, …)
  • 145. Analyzing culture: Characteristics Context. Society / Culture (De Long & Fahey, 2000)
  • 146. Context. KM Success Factors and Guidance (De Long Organization / Individuals & Fahey, 2000) Instruments Cultural assumptions – Which knowledge is common & useful? – Analyze cultural influences on priorities (e.g. knowledge sharing vs project management) – Identify critical knowledge tasks (e.g., customer knowledge) – Identify current practices Understanding and defining knowledge – How do different groups define (important, common, priority) knowledge – Identify skills / motivation for different instruments (e.g. knowledge repositories) Importance of individual knowledge Enable cross-function knowledge sharing
  • 147. Context. Organization / KM Success Factors and Guidance Individuals (De Long & Fahey, 2000) Instruments Enable cross-function knowledge sharing – Changes of ownership of knowledge? – Which new behavior patterns are needed by leaders – Provide examples of practices Culture as context for social interaction – Vertical interactions – Approachability – Horizontal interactions – Interactivity – Sharing and teaching – Dealing with mistakes
  • 148. Analyzing culture: Distance Context. Society / Culture (Dawes et al., 2011)
  • 149. Summary Culture models are abstract, focusing (in most cases) on national culture Take the models as an orientation – General orientation: Abstract models such as Hofstede – Detailed design decisions based on organizational and detailed cultural characteristics Use the models as a discussion issue: observe, reflect, ask, discuss and share! GKMF provides selected attributes for societal, organizational and individual influence factors – Base for adaptation – Templates and representation of attributes

Editor's Notes

  1. Relation from the paper + one maybe from Jan’s slides
  2. Don’t go too deeply on the first lecture.
  3. Don’t go too deeply on the first lecture.
  4. Can support various stagesRelated to barrier knowledge explained later.
  5. Informal networks are getting more visible. If communities are bundled to knowledge networks, the advantages of peripherally orga- nized communities can be combined with the advantages of centrally organized approaches, such as content management (Bach, 2000, p. 81). By defining roles and responsibilities within knowledge networks, communities can be closely linked to business processes. Directory and skill management. Skill management is based on expert directories that are maintained by the process ‘knowledge documentation,’ how- ever, not only the storing of information about pro- fessionals is of interest. In addition, knowledge profiles should be managed and assessed in such a way that a skill management is able to contribute to the planning of measures.
  6. Different models and approaches where can be utilized-KM &amp; PM (different phases)-Designing systems for KM-selecting systems for KM (show evaluation strategies (thesis, WS papers etc))
  7. Multiple entry points depending on what do you want to focus on (improving the process, application of technologies, communication channels, communication flow etc.)
  8. Here from thesis and other evaluation frameworks