EK uses an agile approach in everything we do. In this presentation, Joe Hilger shares how we apply agile across all of our KM projects. Learn how EK uses agile to develop a KM Strategy. Once the strategy is in place, Joe explains how we design agile roadmaps that include a number of smaller projects to ensure rapid ROI and organizational buy-in. Joe also talks about how we use Agile to deliver the technical and business KM solutions in the roadmap. Finally, Joe shares how Agile supports change management on every initiative we deliver. Agile and KM are a natural combination that leads to successful KM initiatives.

1. AGILE KNOWLEDGE MANAGEMENT
What is it and why should I care?
January 18, 2018
@jhilgerbc, @ekconsulting, #KMShow18

2. WHO AM I?
Joe Hilger is a principal at Enterprise
Knowledge, LLC. He is a Certified
Scrum Master with over 20 years
experience implementing Knowledge
Management solutions for
commercial and public sector
customers.
JOE HILGER
@jhilgerbc, @ekconsulting, #KMShow18

3. EK’S AGILE QUIZ
1. Agile is a new process or methodology
to improve the way IT Projects are run.
True
False
2. Agile can be used to transform both
business and technology groups.
True
False
3. Agile projects are more risky because
they start without a detailed plan.
True
False
4. Agile projects are always less
expensive than waterfall projects.
True
False
@jhilgerbc, @ekconsulting, #KMShow18

4. BONUS QUESTIONS
1. Name at least two of the four values of the Agile Manifesto.
2. According to Agile principles what is the maximum team size
on an agile project.
INDIVIDUALS AND INTERACTIONS over processes and tools.
WORKING SOFTWARE over comprehensive documentation.
CUSTOMER COLLABORATION over contract negotiation.
RESPONDING TO CHANGE over following a plan.
9
@jhilgerbc, @ekconsulting, #KMShow18

5. 5
INDIVIDUALS AND INTERACTIONS over processes and tools.
Agile is more about interactions than
technology
WORKING SOFTWARE over comprehensive documentation.
Focus efforts on creating a usable end
product with business value
CUSTOMER COLLABORATION over contract negotiation
Engaging with customers is the best
way to build trust
RESPONDING TO CHANGE over following a plan.
Leave room for emergent
solutions
AGILE MANIFESTO ACCORDING TO EK
@jhilgerbc, @ekconsulting, #KMShow18

6. WHAT IS AGILE IN PRODUCT DEVELOPMENT?
• Time boxed product
delivery
• Incremental product
development
• Continuous
delivery
• Analysis
• Design
• Code
• Test
@jhilgerbc, @ekconsulting, #KMShow18

7. TRADITIONAL WATERFALL PROJECTS
2017Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Planning Complete Development Complete
Ready to
Launch
Requirements
Design
Development
Testing
Launch
• Six months of planning before development begins.
• Nine months before your customers are interacting with what was developed.
• No time to change course along the way. By the time people provide feedback, it is
too late.
@jhilgerbc, @ekconsulting, #KMShow18

8. AGILE AND KNOWLEDGE MANAGEMENT
▪ Focus on continuous improvement.
▪ Rely on transparency and
collaboration.
▪ Attempt to break down cross
functional silos.
▪ Goal is to improve performance
and job satisfaction.
▪ Facilitation is critical in both
practices.
▪ Agile is focused on projects and
delivery.
▪ Agile encourages small focused
groups.
▪ KM has an enterprise focus.
Similarities Differences
@jhilgerbc, @ekconsulting, #KMShow18

9. HOW EK USES AGILE AND KM
KM Strategy
and Roadmaps
KM Delivery
KM Change
Management
@jhilgerbc, @ekconsulting, #KMShow18

10. AGILE KM STRATEGY
DEFINE
DEVELOP
RELEASE
EVALUATE
ITERATE
AGILE
Process = Two-week sprints to maximize stakeholder engagement and buy-in.
Week = 3 Days of Interviewing/Investigation + 2 Days of Analysis and Reporting
@jhilgerbc, @ekconsulting, #KMShow18

11. AGILE KM ROADMAPS
▪ Iterative, task-based plans
that show value quickly and
provide measurable
success criteria to help
drive change and build
momentum.
▪ Faster ROI to ensure
continued funding.
▪ Plan for change as we learn
more about the impact of
KM to work styles.
@jhilgerbc, @ekconsulting, #KMShow18

12. KM DELIVERY
▪ Regular iterations engage
users and make them feel
involved.
▪ Allows the solution to adapt
to processes and the
processes to adapt to the
solution.
▪ Solutions are delivered
faster.
▪ Regular measurement
allows for better visibility.
Naviga on
Findability
Taxonomy &
Tags
Search
Func onality
Types of
Content
Content
Format of
Content
(by Type)
Content
Workflow
(Crea on, Edi ng,
Archiving)
Users and
Groups
Access/Permissions
Content
Management
Collabora on
Func onality
Apps
Integra on
Colors and
Styles
Look and Feel
Images
© Enterprise Knowledge, LLC
@jhilgerbc, @ekconsulting, #KMShow18

13. GOVERNANCE PROCESSES• DOCUMENT MANAGEMENT
▪ 5-year plan to migrate an entire
Agency onto a single document
management platform.
▪ Agile process allows for
successful delivery and buy-in.
▪ Rolling out governance
organizations at a major
Insurance company.
▪ Search product owner has an
initial set of reports (MVP) that
she is iterating to continue to
improve content and findability
on the Intranet.
▪ The governance team is also
changing over time.
@jhilgerbc, @ekconsulting, #KMShow18

14. CHANGE MANAGEMENT
• Transparency
ensures people
know what is
happening.
• Spirit of
openness
creates trust.
• Changes come
in smaller
increments.
• Solutions and
people can
adjust based on
the changes.
• Collaboration as
opposed to
negotiation.
• Joint problem
solving leads to
greater buy-in.
• Metrics allow for
continued
positive
communication.
• Change is
tracked and
validated.
• Retrospectives
allow for
continued
improvement.
• Each new
iteration fixes a
prior problem.
ITERATIONS
TRANSPARENCY
COLLABORATION
MEASUREMENT
CONTINUOUS
IMPROVEMENT
@jhilgerbc, @ekconsulting, #KMShow18

15. KEY POINTS
▪ Agile is a mindset that can be applied to business and technical
problems.
▪ Agile and KM have many similarities that help them work well
together.
▪ KM Initiatives are best implemented using an Agile Approach.
▪ Strategy and Roadmaps
▪ Delivery
▪ Change Management
@jhilgerbc, @ekconsulting, #KMShow18

16. WE’LL BE ANSWERING QUESTIONS NOW
Q A&
THANKS FOR LISTENING
Q & A SESSION
@jhilgerbc, @ekconsulting, #KMShow18