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Relating (or Integrating) KM,
          IM and IT

   Suggested Enterprise or Sector
            Workshop
     David G. Jones, Principal
   Shibumi Management Canada
Welcome! Let’s Talk……….
Workshop Plan
   Introductions: participants /organization /role
   Preliminary identification of issues / interests
   Term definitions / concepts / models
   A little history of IM/IT and now, “KM”
   The issues of vocabulary and perception
   Situation: IT – IM – KM
   Projects and Problems
   Where do we go from here?
Workshop Rules
 Frankness and Confidentiality
 Privacy (names of individuals)
 Liability (names of companies)
 Good ideas and Good Questions
 Probing and Comprehension
 Team approach and equality
 Post Workshop
First Step: Start with an Org or Sector
    Survey…..
    And try to gather:
   Personal functions
   Elevator List of Views
   Organization size, scope
   IT sector role / performance
   IM defined?
   Any KM underway?
   Leads, governance and checks / balance
   Successes?
   Are you in a “Continually learning organizations of excellence in a
    knowledge-based global environment?” If not, what then?
Define the Business Outlook, Actual and Emerging
Issues
   The Bottom Line (how important in relation to
    other variables?)
   Competing Interests for limited resources
   Adaptability, competition and sustainability
   New customers, new methods
   Tracking (audit and performance measurement
    and other related issues)
   Benchmarking and “Best Practices”
Some things you can expect.

   Today, organizations are be-devilled by discrete
    function dysfunction
      Information and knowledge technologies

      Human Resources

      Corporate Communications

      Webmasters

      Client Services

      Employee Relations

      Marketing
Management is troubled
by…….
   Increasing isolation, division, gaps
   Decreasing aptitude, commitment and energy
   Increasing costs and decreasing returns


And burdened with “solutions”:
   How-to tools, methods and processes
   Metrics, benchmarks, “best” practices
   Information and knowledge as product
Business-side Challenges
   Unenthused about penetrating the complexity and
    dedicating a lot of time to IT issues
   Tends to view whole thing as “plumbing” – not as
    business factor
   Leery of costs, high risks (of doing and not doing),
    profile, the unknown
   Unable to respond quickly and effectively to
    sector defined urgencies
Key Business – Tech Issues
 Major trends, thrusts and initiatives
 Organizational and issue complexity
 Environments and Interfaces
 Urgency
 Integration (and the “alignment issue”
 Comprehension – as in lack of same
State of the IT Industry &
Function
 Products
 Projects
 Professionalism
 Practice and Theory (architecture among
  other things)
 Process
 Performance
Worldwide IT Trends and Benchmark Report:



   85% of North American IT organizations are
   failing to meet their organizations’ strategic
   business needs. Only a fraction of companies
   are seeing visible returns on their e-commerce
   investments.
   “IT departments need to be working hand in
   glove with business units to achieve business
   performance goals.”
Two hundred and five companies participated in ProSci's
benchmarking study on the future role of IT in business process
reengineering.




      Current IT role and performance
      In nearly 50% of reengineering projects, IT
      managers or staff had conflicts with the
      project team, and almost 80% of operational
      managers and staff rated IT support and
      performance as mediocre to poor. IT managers
      gave themselves slightly higher performance
      reviews, but still only 40% considered their
      performance very good or excellent.
Participants stated that the primary contributor to IT's
poor reputation was their lack of operational knowledge
and understanding of business needs. In some cases, IT
failed to match technology to the desired business
processes, was unable to meet commitments, or was not
customer-service oriented.


IT managers and staff indicated that IT should be the driver
in reengineering. In strong disagreement, operational
managers and consultants stated that IT should be an
enabler, a team member and a partner in the reengineering
process.
Competing missions / functions?

        Program        Organization
        Management     and results
        Information    Infrastructure
        Technology     and process
        Information    Tools and
        Management     products
        Knowledge      Values, methods
        Management     and learning
Different Drivers…………..

IT – well, it just makes sense
IM – if you order it ………. you can
find it
KM – exactly what are we trying to
achieve here?
Project success depends on…. (besides
strict ROI)….


“impacts on customer
relationships, intellectual capital
growth, and organizational
learning and process improvement.”

Howard Rubin
Business - IT: An elusive alignment

    Enablers                       Inhibitors
    Senior exec support for IT     IT/business lack close relationships

    IT involved in strategic       IT does not prioritize well
    development

    IT understands the business    IT fails to meet its commitments

    Business-IT partnership        IT does not understand business

    Well-prioritized IT projects   Senior execs do not support IT

    IT demonstrates leadership     IT management lacks leadership
Simplified Voltron Design
A KM Initiative Sampler
-Technical Base-
Information                             Knowledge

Document and records management      On-line centres of expertise (loaded
Repositories                        i.e. static) and interactive (i.e.
Mail management
                                     “virtual mentoring”)
                                     “knowledge tools” CIRLIB (eg.)
Enterprise directories
                                     Workgroup computing
Architecture and standards
                                     INFOWEB
Portals
                                     Employee skills and interests
Media inter-operability
                                     database (with relationship to
Search engines and automatic
                                     succession planning)
analysis tools                       Forums and E-POWPMs
Databases and business applications
                                     Conference debriefs
                                     Exit interviews
A KM Initiative Sampler
    -Non Technical Base-
         Information                            Knowledge


Libraries and learning centres        Communities of Practice
Vertical files                        Interactive Presentations
Classifications (Metadata,            De-briefs (events, experiences,
taxonomies, ontologies)                situations, locations, etc. etc.)
Meeting places                        Best practices
Experience sharing (interesting and   “Explorations” (as in “what if”?)(as
potentially useful articles, books)    in “what do we know, what don’t we
Information management including      know, what do we need to know”?)
sharing (e.g. roles and                Clients, partners and relationship
responsibilities)                      profiles) (Corporate intelligence)
Clients and partners (who)            Scenarios, models, frameworks
Enterprise FAQs and templates
AFM Is A Core Component of AKO

                                                                           Army
                                                                            Knowledge
                                                                                                                                   AKO Vision
                                                                             Online
                                                                                                 • 27,000 + Users            Transform the Institutional
                                                                                                 • The Army’s Intranet       Army into an information-age,
                                                                                                                             networked organization that
                                                                                                                             leverages its intellectual capital
                                                                               Army                    • Averages
                                                                                                                             to better organize, train, equip,
                                                                                                         65,000 visits
                                                                                Home                     per day             and maintain a strategic land
                                                                                 Page                  • The Army’s
                                                                                                                             combat Army Force.
                                                                                                         Public Website


                                                                                     Army
Actionable                                                                           Flow Model
  Decisions                                                                                          • In use at HQDA
                                                                                                        and the Army Force
           Decision Packaging
                                                                                                        Management School
         Knowledge                   HQDA Dat a S haring I nitiat ive
                                                                               Specialized
                                                                                                    Data
      Professional Judgment
                                                                                                    Sharing
                                                      Integrated Data        Business Views
                                   Operational Data                        (Synchronized Data)

                                                                                   FORCES
         Intelligence
                                                                                                    Initiative
     Analysis / Inference                                                                               • 37 Army databases
        Information                                                                                       consolidated by DISC4
                                   SOURC
            Context
                                              E
                                                                                                   AKO Pilot Projects
             Data                                                                                       Staff Officer’s
                                Personnel                               Finance                                                  PEO C3S
                                                                                                        Knowledge
                                                                                                        Tool
Contact Information
   Shibumi.management@gmail.com
   David G. Jones, Ottawa, Canada
   @shibumimc



   The roots of Knowledge Management
    and Strategic Planning are here:
    http://www.slideshare.net/ShibumiMC/a
    sst-press-release-01-2013

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Conducting a Knowledge - Business workshop

  • 1. Relating (or Integrating) KM, IM and IT Suggested Enterprise or Sector Workshop David G. Jones, Principal Shibumi Management Canada
  • 3. Workshop Plan  Introductions: participants /organization /role  Preliminary identification of issues / interests  Term definitions / concepts / models  A little history of IM/IT and now, “KM”  The issues of vocabulary and perception  Situation: IT – IM – KM  Projects and Problems  Where do we go from here?
  • 4. Workshop Rules  Frankness and Confidentiality  Privacy (names of individuals)  Liability (names of companies)  Good ideas and Good Questions  Probing and Comprehension  Team approach and equality  Post Workshop
  • 5. First Step: Start with an Org or Sector Survey….. And try to gather:  Personal functions  Elevator List of Views  Organization size, scope  IT sector role / performance  IM defined?  Any KM underway?  Leads, governance and checks / balance  Successes?  Are you in a “Continually learning organizations of excellence in a knowledge-based global environment?” If not, what then?
  • 6. Define the Business Outlook, Actual and Emerging Issues  The Bottom Line (how important in relation to other variables?)  Competing Interests for limited resources  Adaptability, competition and sustainability  New customers, new methods  Tracking (audit and performance measurement and other related issues)  Benchmarking and “Best Practices”
  • 7. Some things you can expect.  Today, organizations are be-devilled by discrete function dysfunction  Information and knowledge technologies  Human Resources  Corporate Communications  Webmasters  Client Services  Employee Relations  Marketing
  • 8. Management is troubled by……. Increasing isolation, division, gaps Decreasing aptitude, commitment and energy Increasing costs and decreasing returns And burdened with “solutions”: How-to tools, methods and processes Metrics, benchmarks, “best” practices Information and knowledge as product
  • 9. Business-side Challenges  Unenthused about penetrating the complexity and dedicating a lot of time to IT issues  Tends to view whole thing as “plumbing” – not as business factor  Leery of costs, high risks (of doing and not doing), profile, the unknown  Unable to respond quickly and effectively to sector defined urgencies
  • 10. Key Business – Tech Issues  Major trends, thrusts and initiatives  Organizational and issue complexity  Environments and Interfaces  Urgency  Integration (and the “alignment issue”  Comprehension – as in lack of same
  • 11. State of the IT Industry & Function  Products  Projects  Professionalism  Practice and Theory (architecture among other things)  Process  Performance
  • 12. Worldwide IT Trends and Benchmark Report: 85% of North American IT organizations are failing to meet their organizations’ strategic business needs. Only a fraction of companies are seeing visible returns on their e-commerce investments. “IT departments need to be working hand in glove with business units to achieve business performance goals.”
  • 13. Two hundred and five companies participated in ProSci's benchmarking study on the future role of IT in business process reengineering. Current IT role and performance In nearly 50% of reengineering projects, IT managers or staff had conflicts with the project team, and almost 80% of operational managers and staff rated IT support and performance as mediocre to poor. IT managers gave themselves slightly higher performance reviews, but still only 40% considered their performance very good or excellent.
  • 14. Participants stated that the primary contributor to IT's poor reputation was their lack of operational knowledge and understanding of business needs. In some cases, IT failed to match technology to the desired business processes, was unable to meet commitments, or was not customer-service oriented. IT managers and staff indicated that IT should be the driver in reengineering. In strong disagreement, operational managers and consultants stated that IT should be an enabler, a team member and a partner in the reengineering process.
  • 15. Competing missions / functions? Program Organization Management and results Information Infrastructure Technology and process Information Tools and Management products Knowledge Values, methods Management and learning
  • 16. Different Drivers………….. IT – well, it just makes sense IM – if you order it ………. you can find it KM – exactly what are we trying to achieve here?
  • 17. Project success depends on…. (besides strict ROI)…. “impacts on customer relationships, intellectual capital growth, and organizational learning and process improvement.” Howard Rubin
  • 18. Business - IT: An elusive alignment Enablers Inhibitors Senior exec support for IT IT/business lack close relationships IT involved in strategic IT does not prioritize well development IT understands the business IT fails to meet its commitments Business-IT partnership IT does not understand business Well-prioritized IT projects Senior execs do not support IT IT demonstrates leadership IT management lacks leadership
  • 20. A KM Initiative Sampler -Technical Base- Information Knowledge Document and records management On-line centres of expertise (loaded Repositories i.e. static) and interactive (i.e. Mail management “virtual mentoring”) “knowledge tools” CIRLIB (eg.) Enterprise directories Workgroup computing Architecture and standards INFOWEB Portals Employee skills and interests Media inter-operability database (with relationship to Search engines and automatic succession planning) analysis tools Forums and E-POWPMs Databases and business applications Conference debriefs Exit interviews
  • 21. A KM Initiative Sampler -Non Technical Base- Information Knowledge Libraries and learning centres Communities of Practice Vertical files Interactive Presentations Classifications (Metadata, De-briefs (events, experiences, taxonomies, ontologies) situations, locations, etc. etc.) Meeting places Best practices Experience sharing (interesting and “Explorations” (as in “what if”?)(as potentially useful articles, books) in “what do we know, what don’t we Information management including know, what do we need to know”?) sharing (e.g. roles and Clients, partners and relationship responsibilities) profiles) (Corporate intelligence) Clients and partners (who) Scenarios, models, frameworks Enterprise FAQs and templates
  • 22. AFM Is A Core Component of AKO Army Knowledge AKO Vision Online • 27,000 + Users Transform the Institutional • The Army’s Intranet Army into an information-age, networked organization that leverages its intellectual capital Army • Averages to better organize, train, equip, 65,000 visits Home per day and maintain a strategic land Page • The Army’s combat Army Force. Public Website Army Actionable Flow Model Decisions • In use at HQDA and the Army Force Decision Packaging Management School Knowledge HQDA Dat a S haring I nitiat ive Specialized Data Professional Judgment Sharing Integrated Data Business Views Operational Data (Synchronized Data) FORCES Intelligence Initiative Analysis / Inference • 37 Army databases Information consolidated by DISC4 SOURC Context E AKO Pilot Projects Data Staff Officer’s Personnel Finance PEO C3S Knowledge Tool
  • 23. Contact Information  Shibumi.management@gmail.com  David G. Jones, Ottawa, Canada  @shibumimc  The roots of Knowledge Management and Strategic Planning are here: http://www.slideshare.net/ShibumiMC/a sst-press-release-01-2013

Editor's Notes

  1. This workshop plan assumed that participants have a general familiarity with information and data management; though their knowledge of the business might be slight. So two of the planned outcomes of this exercise are a heightened understanding the the key driver – i..e. the business (NOT information or technology) and a tightened link between business and information
  2. Whatever the rules of engagement, get them talked out and posted on the wall. You are seeking comprehension and commitment. That won’t come if you do not have a collective synergy right from the get-go
  3. You need knowledge to talk about knowledge. So to start, your workshop group is going to undertake a team exercise. It’s going to do a survey….which you will consolidate, asses and discuss its implications.
  4. Be prepared for some surprises. One surprise is the gap between first line workers and their supervisors and middle and upper management. And you will soon get an understanding that movement resistance is to a large extent driven by a simple failed ability to communicate. One critical issue is that technologists use terms that don’t mean a thing to non tech people; or worse, they mean something else altogether. The best example of this is the technical word “client” – which has a dazzling different meaning to a business manager.
  5. This will assist you in getting a profile – but also an underlying understanding of the view, of the IT industry. Its role and rules are not at all well understood outside their business. IT professionals think they Are in the information business. General managers think IT professionals are in the storage and transmission business: like water, is information.
  6. There is a discouraging (and disquieting) view of IT expressed by the industry itself.
  7. Here is a crib note on what there is an IT – IM/KM credibility gap. Key organizational functions see themselves (and others) with quite different purpioses……..
  8. Those purposes are articulated in value statements that can really, really get in the way of moving forward collaboratively.
  9. Here is another framework for dissonance.
  10. Another mental model. In the IT world cause = effect. Input = output. Beginning inevitably leads to an end. Control the variables and you control progress. “This makes sense!” In the business mind life is filled with options, opportunities and challenges, some of which are not made on mathematical formulae – but are the result of competent intuition. “I am convinced this is the way to go!”
  11. IM and IT need to learn that there are no inherent technical solutions in the information and knowledge domains. And in fact, one does not move with a “solution” until; one knows with a high degree of certainty that the problem has been defined, and the outcomes are known.
  12. KM is an integrated element in the management of the US Army. But sadly, they are still married to the quite silly “knowledge pyramid”