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Converging or Diverging?
Knowledge Management
Records Management and
Information Management
Presented by:
Chris Tsouris
Strategic Computing, Inc.
 Founded 1993
 Denver Based
 Knowledge Management Focus
 Electronic Records Management
 Business Process Collaboration
 Data Analytics
About Me
 Over 30 years experience
 Technical and Organizational Consulting
 Industry and Government
 Regulatory Compliance
 Executive Board - Regis University
 College of Computer and Information Sciences
Knowledge Management
 What is it?
 What’s it worth?
 How does it work?
Image Credit - cenews.com
Knowledge Management
 "Knowledge management is a discipline that
promotes an integrated approach to identifying,
capturing, evaluating, retrieving, and sharing all
of an enterprise's information assets.”
Gartner Group
Knowledge Management
 What’s in the box?
 Databases
 Documents
 Policies and procedures
 Expertise and experience of individual workers
Knowledge Management
 What’s it worth?
 Everything!
Image Credit - forbes.com
Knowledge Management
 How does it work?
 Discussion/Debate
 Consensus
 Content Curation
 Publication
 Productize then Monetize!
Records Management
 What is it?
 Managing the records of an organization throughout
their life cycle
 From creation to final disposition
 Includes: identifying, classifying, storing,
securing, retrieving, tracking and destroying or
permanently preserving records
Records Management
 What’s it worth?
 Organization’s
 Governance
 Risk Management
 Compliance
 Managing the evidence of an organization's
activities as well as the reduction or mitigation of
associated risk
Records Management
 How does it work?
 Focus on Electronic Records
Image Credit – msu.edu
Records Management
 Classification - Taxonomy
 Structure
 Tags or Labels
 Governance
 Permissions and Authority
 File Plan
 Versions
 Audit Policy
 Disposition
Records Management
 Hierarchy
 Nested structure
 Think file shares
 Example:
 File by department
 Tag by type or record
 Vice versa
 Metadata
 Think tags or labels
 Think search engine
 Example:
 Tag by department
 File by type
 Vice versa
Classification
Records Management
 Contracts
 Dept A
 Services
 Land
 Dept B
 Services
 Land
 Construction
 Contracts
 Services
 Dept A
 Dept B
 Land
 Dept A
 Dept B
 Dept C
Information Management
 The thing before the record
 Database (atomic data)
 Reports (snapshots in time)
 Collaboration documents
 email, IM, wiki and discussion
 Media
 Content and components
Information Management
 What’s it worth?
Image Credit –www.tpsgc-pwgsc.gc.ca/
Information Management
 How does it work?
 The world of “Enterprise”
 Enterprise Data Models
 Enterprise Resource Planning
 Enterprise Data Warehouses
 Enterprise Content Management Systems
Are they converging or diverging?
 Records Management & Knowledge Management are
converging; they need to and are
 Records management needs a model in which the
records are utilized more for their knowledge content
 We need to think about records management issues
like version control and how that impacts our use of
the knowledge in records
Are they converging or diverging?
 Value of records management is efficiency and
can be applied to KM
 Need to reconcile different terminologies in KM
and RM practices
Are they converging or diverging?
 We have people problems, primarily, how to get
people to do both records management and KM have
similar problems)
 The retention policies of records management,
developed to mitigate risk, are in tension with the
need/desire to retain the knowledge that is
contained in records
Final thoughts
 What can KM learn from RM?
 Retention and Disposition
 Time vs. usage vs. relevancy
 What can RM learn from KM?
 Content re-purposing and curation
 Productize, Monetize
Thank You
Chris Tsouris
chris@scicomputing.com
303-796-0748 X21
www.scicomputing.com

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KM, RM, IM Converging or Diverging?

  • 1. Converging or Diverging? Knowledge Management Records Management and Information Management Presented by: Chris Tsouris
  • 2. Strategic Computing, Inc.  Founded 1993  Denver Based  Knowledge Management Focus  Electronic Records Management  Business Process Collaboration  Data Analytics
  • 3. About Me  Over 30 years experience  Technical and Organizational Consulting  Industry and Government  Regulatory Compliance  Executive Board - Regis University  College of Computer and Information Sciences
  • 4. Knowledge Management  What is it?  What’s it worth?  How does it work? Image Credit - cenews.com
  • 5. Knowledge Management  "Knowledge management is a discipline that promotes an integrated approach to identifying, capturing, evaluating, retrieving, and sharing all of an enterprise's information assets.” Gartner Group
  • 6. Knowledge Management  What’s in the box?  Databases  Documents  Policies and procedures  Expertise and experience of individual workers
  • 7. Knowledge Management  What’s it worth?  Everything! Image Credit - forbes.com
  • 8. Knowledge Management  How does it work?  Discussion/Debate  Consensus  Content Curation  Publication  Productize then Monetize!
  • 9. Records Management  What is it?  Managing the records of an organization throughout their life cycle  From creation to final disposition  Includes: identifying, classifying, storing, securing, retrieving, tracking and destroying or permanently preserving records
  • 10. Records Management  What’s it worth?  Organization’s  Governance  Risk Management  Compliance  Managing the evidence of an organization's activities as well as the reduction or mitigation of associated risk
  • 11. Records Management  How does it work?  Focus on Electronic Records Image Credit – msu.edu
  • 12. Records Management  Classification - Taxonomy  Structure  Tags or Labels  Governance  Permissions and Authority  File Plan  Versions  Audit Policy  Disposition
  • 13. Records Management  Hierarchy  Nested structure  Think file shares  Example:  File by department  Tag by type or record  Vice versa  Metadata  Think tags or labels  Think search engine  Example:  Tag by department  File by type  Vice versa Classification
  • 14. Records Management  Contracts  Dept A  Services  Land  Dept B  Services  Land  Construction  Contracts  Services  Dept A  Dept B  Land  Dept A  Dept B  Dept C
  • 15. Information Management  The thing before the record  Database (atomic data)  Reports (snapshots in time)  Collaboration documents  email, IM, wiki and discussion  Media  Content and components
  • 16. Information Management  What’s it worth? Image Credit –www.tpsgc-pwgsc.gc.ca/
  • 17. Information Management  How does it work?  The world of “Enterprise”  Enterprise Data Models  Enterprise Resource Planning  Enterprise Data Warehouses  Enterprise Content Management Systems
  • 18. Are they converging or diverging?  Records Management & Knowledge Management are converging; they need to and are  Records management needs a model in which the records are utilized more for their knowledge content  We need to think about records management issues like version control and how that impacts our use of the knowledge in records
  • 19. Are they converging or diverging?  Value of records management is efficiency and can be applied to KM  Need to reconcile different terminologies in KM and RM practices
  • 20. Are they converging or diverging?  We have people problems, primarily, how to get people to do both records management and KM have similar problems)  The retention policies of records management, developed to mitigate risk, are in tension with the need/desire to retain the knowledge that is contained in records
  • 21. Final thoughts  What can KM learn from RM?  Retention and Disposition  Time vs. usage vs. relevancy  What can RM learn from KM?  Content re-purposing and curation  Productize, Monetize

Editor's Notes

  1. What are these knowledge assets? Databases and reports that depict a data at a point in time. That’s a record definition!
  2. It’s the difference in organizations that evolve vs. those who don’t. The journey from “tribal knowledge” to the intelligent enterprise. Engagement, efficiency. Expected by the new work force. Google the company for anything you want to know on your first day on the job. Classic example is the mail distribution list. Save the emails and you build an individual knowledge base over time. As a new employee your archive of saved emails is zero.
  3. A good question. We have been doing it long enough to have a universal model. The basis of knowledge is simply raw data. Discussion, Debate, - Captured in Emails, Blogs, Wikis and their comments. Information results from this data through observation and consensus. Knowledge is curated by experts from the information. Could be in the form of White Papers, Datasheets, Guidelines, Process Descriptions. To me and from my experience, Wisdom is reached when the knowledge is shared for the good of a community. Beyond the organization. The great organizations will productize and then monetize their knowledge. Gartner Group is the poster child of this.
  4. Probably not the group for me to define this practice 
  5. Wikipedia: An organization's records preserve its corporate memory. In determining how long to retain records, their capacity for re-use is important. Many are simply kept as evidence of a transaction. Others document what happened and why. A record is something that represents proof of existence and that can be used to recreate or prove state of existence, regardless of medium or characteristics. A record is either created or received by an organization in pursuance of or in compliance with legal obligations, or in the transaction of business.[4] Records can be either tangible objects, such as paper documents like birth certificates, driver's licenses, and physical medical x-rays, or digital information, such as electronic office documents, data in application databases, web site content, and electronic mail (email).
  6. Very well electronically!
  7. These are not all the points. Just the main points that I try to hit in our engagements Let’s discuss them briefly
  8. Observations on Classification – As a rule: a record will be either structured by organization or function and tagged by type or vice versa
  9. Almost always structured one way and tagged the other.
  10. If it’s a record immediately, usually not the case, we will treat it as one. Otherwise it is information or content. This has been the central focus of business information management technology for the last fifty years. The creation, manipulation and representation of information. Rhyme not intended. Networks evolve as the transport vehicle
  11. Keeps the lights on? We have to ask that question since we asked it for the first two. This practice is certainly core value to business. It is also the “Vale of Tears” in failed projects and massive amounts of wasted money.
  12. Converging. I think so
  13. Adoption is key
  14. Is it time based, usage based, relevancy based.