Knowledge ManagementMy journeyLyn MurnaneKnowledge Manager
About LynWhat is a Knowledge Manager?About TelstraChallengesOpportunitiesAbout MedibankMedibank’s approach to changeThe players and processWhat worked, what didn’tLessons’ learntTopics Intranet redesign @ MedibankThe old view
Analysing the info needed
Card sorting
Site architecture
New site
Results
2010 plansBlog - genverbosityTwitter - @boffin66RSS feedsSocial networksThe journeyKnowledge Manager
KM Business Consultant
Stakeholder engagement
Collaboration with SMEs
NetworkingIT Training & support Technical WritingInstructional DesignE-learning development
1999 – 2005IT trainer: needs analysis, developing outcomes, writing guides, producing & delivering training2005 – 2008FastTrack Software: Product Consultant, Support Desk Team Leaderneeds analysis, developing outcomes, writing guides, producing & delivering trainingSupporting clients incidents and providing solutions2008 – 2010Medibank Private: Knowledge Management Business ConsultantStakeholder engagement, collaboration with SMEs, building solutionsJuly 2010FastTrack – Knowledge Manager - Building e-learning modulesJanuary 2011Telstra – Manager Knowledge ManagementManager of KnowHow – website supporting 14,000 customer service staffQuick CV
From www.stevedenning.comThe main function of the knowledge sharing position would be to help champion organization-wide knowledge sharing, so that the organization's know-how, information and experience is shared inside and (as appropriate) outside the organization with clients, partners, and stakeholders.What is a Knowledge Manager?
Skills RequiredLeadershipCommunicationsCustomer / User OrientationFacilitate sharing & collaborationTeamworkLearning and knowledge sharingAnalytical Thinking and Decisive Judgment
Thomas Davenport defines knowledge as what happens at the moment in time when information becomes valuable to the individual seeking it. In call centres, help desks, and other support environments, that individual is either the support agent seeking information to help a customer, or a customer (product user, employee, partner, or vendor) seeking answers in a web-based self-help environment.Thomas Davenport, the author of several works on the subject including, Information Ecology: Mastering the Information and Knowledge Environment and Working Knowledge: How Organizations Manage What They Know.What is KM?
The elements of a Knowledge Sharing Culture can typically be broken into: People, Process & TechnologyKnowledge Sharing
Participation
Participation - Australia
http://forrester.typepad.com/groundswell/http://www.useit.com/Sites & Tools that might help
KnowHow – an intranet based process and sales information that supports 14,000 users – onshore , offshore and industry partners. KnowHow’s supports consumer customers Including support for Telstra Business (Small Business)Telstra has 10 ‘official’ KM systems100’s of unofficial tools including spreadsheets, personalised web pages, databases etcMy focus is  on KnowHow Telstra
Observations – content / information is verbose and not user friendlyNO collaborationFeedback loop is sporadic and not transparentNO Governance, archiving or expiry of content unless requestedKnowHow
User Feedback forumsWhat does KnowHow sound like / its characterUnderstanding what works and what doesn’tWhat’s missing?Suggestions for inclusionsGetting engagement / buy-inChanges
Governance modelAudit processExpiry processWriting style guidePublishing styleNew content management system should automate some of these processesProcesses
Project to create a company wide KM strategyAims to create a single source of truth High level governance modelHas leadership support and cross business unit endorsementProject currently being scoped and mappedIdentifying measures of successTelstra Bigger picture
Suggested KM Roadmap Overview<TELSTRA DOCUMENT ID>17`
Pause for breathAny questions?
 About private health insurance:Highly government regulated – and the regulations change
Extremely complicated – for staff as well as customers
Customers often don’t really understand their cover until they claim
PHI is a high use compared to other insurancesAs at 2009Market share in private health insurance in Australia - 		29%Number of people covered	3.5 millionNumber of memberships 	1.8 millionTotal contribution income 	$3.4 billionTotal benefits paid 		$2.9 billion (84.8% of contributions)Number of customer transactions in Call Centre and Retail 		6 millionNumber of staff 		3000Medibank Private
“Empowerment for Ground crew”“We don’t need a McKinsey or a Boston Consulting to tell us how to improve the business – we’ve got over 1200 ‘ground crew’ staff who know exactly where the real gaps are to be addressed in the business,”  George Savvides – MD. Medibank’s culture - approach to changeWe embrace change better when we do it ourselves
Intranet – 1400 files, out of date, inconsistent, poor search, slowMany sources of information: Lotus Notes, shared drive (40,000 files), local info, Circulars20,000 internal staff helpdesk calls per month Communication to frontline staff ineffective – Circulars, Manuals, Guides, many emailsInconsistent information given to customersOne size fits all communication – 400 page fund policy document!Feedback from exit interviews - staff leaving because not sufficiently supported to do their jobs effectivelyIn 2004 - The problems frontline facedAccess to knowledge is confusing, inaccurate and inconsistent.
Biggest problem – too much information!
Training – new starters $12.5Keach /30% turnoverStaff Help Desks 20,000 calls to 2 helpdesks. Call Handling Time The Pilot Program statistics demonstrated a reduction of 6.3% in Call Handling Time.Ex Gratia Payments Cost MPL $500,000 in FY03.  Consistent, complete and accurate information in a central repository has the ability to reduce this cost.Opportunity costs > MillionsOpportunity costs and benefit realisationOn-going costs 6 staff and support.
Benefit realisation within three months. Ongoing savings ~ Millions
building a learning environment
knowledge sharing
trustPeoplesupport the capture of explicit knowledge
continual learning and improvingKnowledge ManagementProcessContentMedibank’s elements of KMorganisation & meaning
accuracy
consistency
currency
databases
search engines
intranets
portalsTechnology
Desired state – Communication to frontline staffKnowledge Enablers
TeamBuilt by staff for staffFrontline engagementGet the end users involved…make it a knowledge systemfocus groups (New Starters, Experts, 20+ years service)super user groupcompetitions pilotsurveysroad showsvideo – of staff response to projectBrand – identitystickers, soft balls, umbrellasquick reference guides/materialsToolgood searchno bells and whistlesmet requirementseasy to useOngoing supportFeedback mechanism was and still is the most popular featureContentWrite it for the audienceWrite if for how they think about itAvoid jargonWhat worked well…initial project
What didn’t work well….initial projectBusiness experts & Management engagement - resistanceApproval process – subject matter experts took three times longer than expectedTraining – self-led through a workbook doesn’t work for call centre / retail environment
A quick peek at Max
Growth Max / Molly / Intranet
“We share knowledge with our colleagues to deliver professional excellence.”Where are we headed?Let’s take a lookCreate a Knowledge Management System (KMS) that is the single point of reference for all learning and knowledge materials, updates and alerts so staff are not trawling multiple mediums for information.Identify what knowledge is critical to the effectiveness of the Contact Centre and where gaps exist.  Work closely with Operations Managers, front line staff and other stakeholders to identify the priorities for inclusion in the KMS.ahm KM implementation
“Anyone in the organization who is not directly accountable for making a profit should be involved in creating and distributing knowledge that the company can use to make a profit” Sir John Browne – CEO of BPInteresting article on BP’s knowledge management strugglehttp://www.ikmagazine.com/xq/asp/sid.0/articleid.750C40CD-3510-47CA-9827-5403ADCE1D93/eTitle.Greater_than_the_sum_of_its_parts_Knowledge_Management_in_British_Petroleum/qx/display.htm
Are you still with me?Questions?
Time for a break?
Developing the right information architecturefor Medibank’s Intranet
About Medibank, KM and the old IntranetAbout the process we have used to design our new IntranetStreamlining the information flow to meet diverse user needsCatering for intuitive user search and navigationCollaborating with customers for user satisfaction and efficiency Techniques and online tools for information architectureTopics for discussion – Medibank’s new Intranet

Lyn's knowledge journey v2

  • 1.
    Knowledge ManagementMy journeyLynMurnaneKnowledge Manager
  • 2.
    About LynWhat isa Knowledge Manager?About TelstraChallengesOpportunitiesAbout MedibankMedibank’s approach to changeThe players and processWhat worked, what didn’tLessons’ learntTopics Intranet redesign @ MedibankThe old view
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
    2010 plansBlog -genverbosityTwitter - @boffin66RSS feedsSocial networksThe journeyKnowledge Manager
  • 9.
  • 10.
  • 11.
  • 12.
    NetworkingIT Training &support Technical WritingInstructional DesignE-learning development
  • 13.
    1999 – 2005ITtrainer: needs analysis, developing outcomes, writing guides, producing & delivering training2005 – 2008FastTrack Software: Product Consultant, Support Desk Team Leaderneeds analysis, developing outcomes, writing guides, producing & delivering trainingSupporting clients incidents and providing solutions2008 – 2010Medibank Private: Knowledge Management Business ConsultantStakeholder engagement, collaboration with SMEs, building solutionsJuly 2010FastTrack – Knowledge Manager - Building e-learning modulesJanuary 2011Telstra – Manager Knowledge ManagementManager of KnowHow – website supporting 14,000 customer service staffQuick CV
  • 14.
    From www.stevedenning.comThe mainfunction of the knowledge sharing position would be to help champion organization-wide knowledge sharing, so that the organization's know-how, information and experience is shared inside and (as appropriate) outside the organization with clients, partners, and stakeholders.What is a Knowledge Manager?
  • 15.
    Skills RequiredLeadershipCommunicationsCustomer /User OrientationFacilitate sharing & collaborationTeamworkLearning and knowledge sharingAnalytical Thinking and Decisive Judgment
  • 16.
    Thomas Davenport definesknowledge as what happens at the moment in time when information becomes valuable to the individual seeking it. In call centres, help desks, and other support environments, that individual is either the support agent seeking information to help a customer, or a customer (product user, employee, partner, or vendor) seeking answers in a web-based self-help environment.Thomas Davenport, the author of several works on the subject including, Information Ecology: Mastering the Information and Knowledge Environment and Working Knowledge: How Organizations Manage What They Know.What is KM?
  • 17.
    The elements ofa Knowledge Sharing Culture can typically be broken into: People, Process & TechnologyKnowledge Sharing
  • 18.
  • 19.
  • 20.
  • 21.
    KnowHow – anintranet based process and sales information that supports 14,000 users – onshore , offshore and industry partners. KnowHow’s supports consumer customers Including support for Telstra Business (Small Business)Telstra has 10 ‘official’ KM systems100’s of unofficial tools including spreadsheets, personalised web pages, databases etcMy focus is on KnowHow Telstra
  • 22.
    Observations – content/ information is verbose and not user friendlyNO collaborationFeedback loop is sporadic and not transparentNO Governance, archiving or expiry of content unless requestedKnowHow
  • 23.
    User Feedback forumsWhatdoes KnowHow sound like / its characterUnderstanding what works and what doesn’tWhat’s missing?Suggestions for inclusionsGetting engagement / buy-inChanges
  • 24.
    Governance modelAudit processExpiryprocessWriting style guidePublishing styleNew content management system should automate some of these processesProcesses
  • 25.
    Project to createa company wide KM strategyAims to create a single source of truth High level governance modelHas leadership support and cross business unit endorsementProject currently being scoped and mappedIdentifying measures of successTelstra Bigger picture
  • 26.
    Suggested KM RoadmapOverview<TELSTRA DOCUMENT ID>17`
  • 27.
  • 28.
    About privatehealth insurance:Highly government regulated – and the regulations change
  • 29.
    Extremely complicated –for staff as well as customers
  • 30.
    Customers often don’treally understand their cover until they claim
  • 31.
    PHI is ahigh use compared to other insurancesAs at 2009Market share in private health insurance in Australia - 29%Number of people covered 3.5 millionNumber of memberships 1.8 millionTotal contribution income $3.4 billionTotal benefits paid $2.9 billion (84.8% of contributions)Number of customer transactions in Call Centre and Retail 6 millionNumber of staff 3000Medibank Private
  • 32.
    “Empowerment for Groundcrew”“We don’t need a McKinsey or a Boston Consulting to tell us how to improve the business – we’ve got over 1200 ‘ground crew’ staff who know exactly where the real gaps are to be addressed in the business,” George Savvides – MD. Medibank’s culture - approach to changeWe embrace change better when we do it ourselves
  • 33.
    Intranet – 1400files, out of date, inconsistent, poor search, slowMany sources of information: Lotus Notes, shared drive (40,000 files), local info, Circulars20,000 internal staff helpdesk calls per month Communication to frontline staff ineffective – Circulars, Manuals, Guides, many emailsInconsistent information given to customersOne size fits all communication – 400 page fund policy document!Feedback from exit interviews - staff leaving because not sufficiently supported to do their jobs effectivelyIn 2004 - The problems frontline facedAccess to knowledge is confusing, inaccurate and inconsistent.
  • 34.
    Biggest problem –too much information!
  • 35.
    Training – newstarters $12.5Keach /30% turnoverStaff Help Desks 20,000 calls to 2 helpdesks. Call Handling Time The Pilot Program statistics demonstrated a reduction of 6.3% in Call Handling Time.Ex Gratia Payments Cost MPL $500,000 in FY03. Consistent, complete and accurate information in a central repository has the ability to reduce this cost.Opportunity costs > MillionsOpportunity costs and benefit realisationOn-going costs 6 staff and support.
  • 36.
    Benefit realisation withinthree months. Ongoing savings ~ Millions
  • 37.
  • 38.
  • 39.
    trustPeoplesupport the captureof explicit knowledge
  • 40.
    continual learning andimprovingKnowledge ManagementProcessContentMedibank’s elements of KMorganisation & meaning
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
    Desired state –Communication to frontline staffKnowledge Enablers
  • 49.
    TeamBuilt by stafffor staffFrontline engagementGet the end users involved…make it a knowledge systemfocus groups (New Starters, Experts, 20+ years service)super user groupcompetitions pilotsurveysroad showsvideo – of staff response to projectBrand – identitystickers, soft balls, umbrellasquick reference guides/materialsToolgood searchno bells and whistlesmet requirementseasy to useOngoing supportFeedback mechanism was and still is the most popular featureContentWrite it for the audienceWrite if for how they think about itAvoid jargonWhat worked well…initial project
  • 50.
    What didn’t workwell….initial projectBusiness experts & Management engagement - resistanceApproval process – subject matter experts took three times longer than expectedTraining – self-led through a workbook doesn’t work for call centre / retail environment
  • 51.
  • 52.
    Growth Max /Molly / Intranet
  • 53.
    “We share knowledgewith our colleagues to deliver professional excellence.”Where are we headed?Let’s take a lookCreate a Knowledge Management System (KMS) that is the single point of reference for all learning and knowledge materials, updates and alerts so staff are not trawling multiple mediums for information.Identify what knowledge is critical to the effectiveness of the Contact Centre and where gaps exist. Work closely with Operations Managers, front line staff and other stakeholders to identify the priorities for inclusion in the KMS.ahm KM implementation
  • 54.
    “Anyone in theorganization who is not directly accountable for making a profit should be involved in creating and distributing knowledge that the company can use to make a profit” Sir John Browne – CEO of BPInteresting article on BP’s knowledge management strugglehttp://www.ikmagazine.com/xq/asp/sid.0/articleid.750C40CD-3510-47CA-9827-5403ADCE1D93/eTitle.Greater_than_the_sum_of_its_parts_Knowledge_Management_in_British_Petroleum/qx/display.htm
  • 55.
    Are you stillwith me?Questions?
  • 56.
  • 57.
    Developing the rightinformation architecturefor Medibank’s Intranet
  • 58.
    About Medibank, KMand the old IntranetAbout the process we have used to design our new IntranetStreamlining the information flow to meet diverse user needsCatering for intuitive user search and navigationCollaborating with customers for user satisfaction and efficiency Techniques and online tools for information architectureTopics for discussion – Medibank’s new Intranet

Editor's Notes

  • #4 Let’s look at some of the tools I use to connectBlogTwitterFacebookLinked IN
  • #5 MPL – met through RMIT – networkingFastTrack – headhunted back
  • #7 Communications: Ability to get consensus and collaboration across many business units; ability to explain complex concepts in layman&apos;s language; ability to generate enthusiasm; ability to communicate with all levels of management and staff. establishing straightforward, productive relationships; treating all individuals with fairness and respect, demonstrating sensitivity for cultural and gender differences; showing great drive and commitment to the organization s mission; inspires others: Maintaining high standards of personal integrity;Client Orientation: Understands clients&apos; needs and concerns; responds promptly and effectively to client needs; Customizes services and products as appropriateDrive for Results: Makes things happen; Is proactive; balances &quot;analysis&quot; with &quot;doing&quot;; sets high standards for self; Commits to organizational goalsTeamwork: Collaborates with others in own unit and across boundaries; acknowledges others&apos; contributions; works effectively with individuals of different culture and gender; willing to seek help as needed. Influencing and resolving differences across organizational boundaries: Gaining support and commitment from others even without formal authority; resolving differences by determining needs and forging solutions that benefit all parties; promoting collaboration and facilitating teamwork across organizational boundaries.Learning and knowledge sharing: open to new ideas; shares own knowledge; applies knowledge in daily work; builds partnerships for learning and knowledge sharingAnalytical Thinking and Decisive Judgment: Analyzing issues and problems systematically, gathering broad and balanced input, drawing sound conclusions and translating conclusions into timely decisions and actions.
  • #9 People - Focus on billable hours - In order to maximize the bottom line, professional services firms have a laser-sharp focus on billable hours, or chargeability, for each and every practice professional. Although practice professionals are &apos;encouraged&apos; to post relevant project documents to the KM system once a project is complete, more often than not, these same practice professionals are reassigned to another project immediately or shortly thereafter.KM not tied to performance - Again, while KM is encouraged, practice professionals&apos; performance goals or compensation are rarely tied to knowledge management. This provides for little real incentive on the part of the practice professional.Process - Dedicated KM teams - In order to sustain the KM effort, larger firms have tried to maintain a dedicated KM staff. This staff typically consists of IT personnel to maintain the systems, as well as business analysts and librarians to organize and update all of the documents. The median KM cost per employee is $784 among many professional services firms, with some of the largest ones even having a dedicated staff of 40 FTE. This is hardly cost-effective.Information Organization - While experienced practice professionals are typically generating the content, the organization is often left to inexperienced business analysts or librarians. This leads to improper categorization and a loss of quality information. Further, should there really be an &apos;arbiter of information&apos; - someone that decides what is important and what isn&apos;t? Technology - Multiple file repositories - Typically, for each project in a professional services firm, there is some type of online repository so that project members can share files. Typically, the &apos;knowledge management&apos; database might be separate from project repositories -- it might only include a subset of all project files, those that are the end deliverables. And as mentioned, in many cases the end deliverables are not even uploaded. In the end, this not only creates multiple databases and systems, but also creates a vastly incomplete &apos;KM system&apos;.High cost of legacy systems (e.g. Lotus Notes) - Through the early and mid-nineties, most large professional services firms deployed Lotus Notes - a comprehensive e-mail and knowledge management platform. However, over time, the system has become cumbersome and expensive. The larger firms can often spend millions of dollars annually on Lotus Notes maintenance and dedicated staff -- which is cost prohibitive from generating a real knowledge management ROI.
  • #15  THEY COPIED ALL THAT THEY COULD FOLLOW BUT THEY COULD NOT COPY MY MIND, AND I LEFT &apos;EM SWEATING AND STEALING AND A YEAR AND HALF BEHIND. -RUDYARD KIPLING
  • #18 Each QAT consists of a group of volunteer staff from across all business divisions each with different experiences and interests.
  • #26 New look and feel since Sept 2008
  • #43 Open Card Sorting: Participants are given cards showing site content with no pre-established groupings. They are asked to sort cards into groups that they feel are appropriate and then describe each group. Open card sorting is useful as input to information structures in new or existing sites and products.Closed Card Sorting: Participants are given cards showing site content with an established initial set of primary groups. Participants are asked to place cards into these pre-established primary groups. Closed card sorting is useful when adding new content to an existing structure, or for gaining additional feedback after an open card sort. http://www.boxesandarrows.com/view/card_sorting_a_definitive_guide