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Lyn Murnane
                    Knowledge Manager

    A KM JOURNEY
1   How I got to here?
Topics
2

       About Lyn
                                            Intranet redesign @ Medibank
       A journey
       KM stuff you‟ve heard before           The old view

           It‟s all about the stuff!          Analysing the info needed

       A framework based on experience        Card Sorting

       About Medibank                         Site architecture

           Medibank‟s approach to change      New site

           The players and process            Results
           What worked, what didn‟t           Future plans
       IDP Australia
       Telstra
           Challenges
           Opportunities
       Where might you start?
Quick CV                                                 130,000?
                                                            What‟s wrong
3                                                            with that?
       October 2011 – Current
           Knowledge Manager – IDP Education
           Manage a global knowledge system that supports 700 staff in 27
            countries
           Contains around 130,000 pieces of information
           Moderate a newly created community within IDP
           Member of the KMrt
       RMIT – MBIT Graduate 2011
       Telstra – Manager Knowledge Management
           Manager of KnowHow – website supporting 14,000 customer service
            staff
       FastTrack – Knowledge Manager
       Medibank Private: Knowledge Management Business Consultant
       FastTrack Software: Product Consultant, Support Desk Team
        Leader
       IT Trainer
One Gal‟s Journey


                                                                           Personal
                                                                           Networking
                                                         MBIT @ RMIT
                                                                           • 1st KM role
                                                         • Subjects of       discovered thru
                                                           keen interest     a fellow MBIT
                                      The Internet         • KM              student
                                      • Library of the     • BI
                                        World at my        • Change Mgt
                                        fingertips
                    Employment                             • Governance
                                      • Running chat
                    • Admin jobs        sessions in v1
                    • Data              of MSN (trivia
                      Management        quizzes)
        Childhood   • Computers
        Learning    • IT Training
                      • Interest in
        • The           KM began
          Library   • IT Support



4
My circle
5


    • Knowledge                    •   Blog - genverbosity
      Manager                      •   Twitter - @boffin66
    • KM Business                  •   RSS feeds
      Consultant                   •   Social networks
    • Stakeholder                  •   Networking
      engagement                   •   Communities of
    • Collaboration with               Practice
      SMEs                              • KMrt
    • Networking                        • KMLF




    • Instructional Design     • IT Training & support
    • E-learning development   • Technical Writing
    • User feedback            • KM Systems
What is a Knowledge Manager?
         From www.stevedenning.com
             The 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.
    Skills Required
    • Customer / User Orientation
    • Leadership
    • Communications
    • Facilitate sharing & collaboration
    • Teamwork
    • Learning and knowledge sharing
    • Analytical Thinking and Decisive Judgment
6
What is KM?
7

       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.
Some data
8


       56% of knowledge workers' time is spent either
        searching for information or gathering information.
        Only 25% is spent on the actual analysis.
       Organisations have focused on 'knowledge
        management' (KM) systems as the answer.



       http://www.google.com/enterprise/solutions/prof_s
        ervices/search_roi.html
           And sometimes I do remember to reference!
Knowledge Sharing
9


    Social Media
    Participants – a
    good alignment
    to measure
    knowledge
    sharing
Participation
10
Sites & Tools for fun & interest
11


        http://forrester.typepad.com/groundswell/
        http://www.useit.com/
        Social Media 2011 -
         http://youtu.be/3SuNx0UrnEo
        Using KM - http://youtu.be/97i-JAyx1zY
        Discover what you know – 2006
         http://youtu.be/f_x78XLBBVM
Lyn‟s KM Framework
12


                          Content
                          • Usable
                          • Desirable
                          • Useful




           Change &

                         Culture
                                        Tools
           improvement
                                        • Findable
           • Valuable
                                        • Accessible
           • Useful




                          Governance
                          • Credible
                          • Trust
13   Medibank Private
     Implementing KM at MBP
Medibank Private
14

        As at 2009                                    About private health insurance:
        Market share in PHI Australia                 Highly government regulated –
                                    29%                and the regulations change
        Number of people covered                       frequently
                                    3.5 million
                                                       Extremely complicated – for staff
        Number of memberships                          as well as customers
                                    1.8 million
                                                       Customers often don‟t really
        Total contribution income                      understand their cover until they
                                    $3.4 billion
                                                        claim
        Total benefits paid
                                    $2.9 billion      PHI is a high use insurance
                                     (84.8% of          compared to other insurances
                                     contribution
                                     s)

        Number of customer transactions
         in Call Centre and Retail
                                    6 million

        Number of staff
                                    3000
Medibank‟s culture – An approach
15
     to change
        “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.


                We embrace change better when we do it ourselves
In 2004 - The problems frontline
     faced
        Intranet – 1400 files, out of date, inconsistent, poor search, slow
        Many sources of information: Lotus Notes, shared drive (40,000 files), local info,
         Circulars
        20,000 internal staff helpdesk calls per month
        Communication to frontline staff ineffective – Circulars, Manuals, Guides, many
         emails
        Inconsistent information given to customers
        One size fits all communication – 400 page fund policy document!
        Feedback from exit interviews - staff leaving because not sufficiently supported to
         do their jobs effectively




                Access to knowledge is confusing, inaccurate and inconsistent.

16
Biggest problem – TMI!

         Departments       Modes              Staff           Customer

     • HR              • Email           • What do I do?   • Waiting
     • Marketing       • Intranet        • Inconsistent    • Frustrated
     • Compliance      • Policies          messages        • Leaving
     • Product         • Newsletters     • Complaints
     • PHI             • Mentors         • Silence
     • Fund Policy     • Helpdesk        • Complaints
     • Complaints      • Relationships   • Too much to
     • Corporate       • Training          read
       Affairs           courses         • Too much to
     • Finance         • Phone             change
     • Management



17
Opportunity costs and benefits
        Training – new starters
            $12.5Keach /30% turnover                  • On-going costs 6 staff and support.
        Staff Help Desks
            20,000 calls to 2 helpdesks.              • Benefit realisation within three
        Call Handling Time                              months.
            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 > Millions                      Ongoing savings ~ Millions

18
Desired state –
19
     Communication to frontline staff
          Departments           Modes               Staff            Customer

     •   HR                  • Knowledge    • I am in control   • More satisfied
     •   Marketing             Repository   • Consistent        • Better service
     •   Compliance                           messages
     •   Product                            • Reduced
     •   PHI                                  Complaints
     •   Fund Policy
     •   Complaints
     •   Corporate Affairs
     •   Finance
     •   Management

                         Knowledge
                          Enablers
And Medibank‟s KB was born
20


        Max and Molly – 2 different KB applications
          Max  was for customer facing processes
          Molly for corporate processes and support

        Both named by staff in a competition
        Sold using branded gadgets, stress balls,
         umbrellas etc
Max 2009




21
Growth
                           Max / Molly / Intranet


900000

800000

700000

600000                                                                            04-05
                                                                                  05-06
500000
                                                                                  06-07
400000                                                                            07-08
                                                                                  08-09
300000                                                                            09-10

200000

100000

     0
         Jul   Aug   Sep   Oct   Nov   Dec   Jan    Feb   Mar   Apr   May   Jun
What worked well…initial
23
     project
        Team                                      Tool
            Built by staff for staff                  good search
        Frontline engagement                          no bells and whistles
         Get the end users                             met requirements
         involved…make it a knowledge                  easy to use
         system
                                                   Ongoing support
            focus groups (New Starters,
             Experts, 20+ years service)               Feedback mechanism was and
                                                        still is the most popular feature
            super user group
            competitions                          Content
            pilot                                     Write it for the audience
            surveys                                   Write if for how they think about it
            road shows                                Avoid jargon
            video – of staff response to
             project
        Brand – identity
            stickers, soft balls, umbrellas
            quick reference guides/materials
What didn‟t work well….initial
     project

         Business experts & Management
          engagement - resistance
         Approval process – subject matter experts
          took three times longer than expected
         Training – self-paced workbook didn‟t work
          well for call centre / retail environment



24
25   IDP Education
IDP Education
26


        IDP – Education placements – market leader.
          Placements   in AU, US, CA, UK & NZ
        IDP Education also manages and part-owns
         the IELTS test – the leading test of English
         language proficiency for study and migration.
        IDP is 50% owned by IDP Education Limited, a
         company owned by 38 Australian universities,
         and 50% owned by SEEK.
        27 countries – 500 counsellors (Student
         Recruitment)
IDP Knowledge - OSCAR
27


        128,000 knowledge base pages
          99%  data collected about universities and their
           programs from publicly available information
          1600 manual knowledge articles
            Provided  by local
            Location based Visa information
            Presentations from universities
            Links to Uni sites & videos
            Info about scholarships & application requirements
Our Knowledge Base
28
IDP Key Issues
29

        Visibility of content
            Issues with accessibility & control of information
        Search
            How to return relevant results from so much content
        Navigation
            Where to find the content
        Governance
            Guidelines
            Review & Archiving process
        Learning Tool
            Research new destinations & locations
        Collaborative Learning
30   Telstra
Telstra
31


        KnowHow – an intranet based process and sales
         information tool that supports 14,000 users –
         onshore , offshore and industry partners.
        KnowHow‟s key focus is support of personal
         customers
        Includes some support for Telstra Business (Small
         Business)
        Telstra has 10 „official‟ KM systems
        100‟s of unofficial tools including spreadsheets,
         personalised web pages, databases etc
        My focus was on KnowHow
KnowHow
32


        Observations – content / information is
         verbose and not user friendly
        NO collaboration
        Feedback loop is sporadic and not transparent
        NO Governance, archiving or expiry of content
         unless requested
Changes
33


        User Feedback forums
          What  does KnowHow sound like / its character
          Understanding what works and what doesn‟t

          What‟s missing?

          Suggestions for inclusions

          Getting engagement / buy-in

        Assessment of value of outsourced publishing
          Outcome   – publishing was insourced again
Processes
34


        Governance model
        Audit process
        Expiry process
        Writing style guide
        Publishing style
        New content management system should
         automate some of these processes
Telstra Bigger picture
35


        Project to create a company wide KM strategy
        Aims to create a single source of truth
        High level governance model
        Has leadership support and cross business
         unit endorsement
        Project currently being scoped and mapped
        Identifying measures of success
Suggested KM Roadmap Overview

                                 Phase 2:             Phase 3:              Phase 4:
         Phase 1:
                               KM System             Deployment            Evaluation
      Infrastructure
                             Analysis, Design
        Evaluation
                             and Development

                             Design the Knowledge
                                 Management
                                 Infrastructure      Deploy, using the
      Analyse the Existing                            Results-driven
         Infrastructure          Audit Existing        Incremental
                              Knowledge Assets &       methodology
                                   Systems                                    Evaluate
                                                                            Performance,
                             Design the Knowledge                         Measure ROI and
                              Management Team                            Incrementally refine
                                                                              the KMS

                             Create the Knowledge
       Align Knowledge       Management Blueprint    Manage Change,
        Management &                                Culture and Reward
       Business Strategy                                 Structures
                                 Develop the
                                  Knowledge
                              Management System




36                  http://www.informit.com/articles/article.aspx?p=28766
 `
37


      “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 BP


     Interesting article on BP‟s knowledge management struggle
     http://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_Pet
     roleum/qx/display.htm
Questions?
38


        Are you still with me?
Time for a break?
39
DEVELOPING THE RIGHT
     INFORMATION
     ARCHITECTURE




40      for Medibank‟s Intranet
Topics for discussion – Medibank‟s
     Intranet
      About the process used to design the new Intranet

              Streamlining the information flow to meet
               diverse user needs

              Catering for intuitive user search and
               navigation

              Collaborating with customers for user
               satisfaction and efficiency

              Techniques and online tools for information
               architecture




41
About Medibank
                  About Knowledge Management:

                  •   Established in 2004

                  •   Team of 6 including:
                       –   Manager
                       –   KM Consultant
                       –   Senior Technical Writer
                       –   3 KM analysts

                  •   Manage the Intranet and 2 knowledge bases
                       –   Intranet – all staff
                       –   Max - 1200 member-serving staff (Retail,
                           Call centre, processing)
                       –   Molly – all staff policies, processes, forms
                           etc.


42
Overview – new Intranet project

     The Old Intranet:
      Intranet seen as static and not valued

      Technology last upgraded in 2000

      Unsupported by vendor

      No development environment

      Missing common features (eg functional search, forums, surveys, staff polls)

      No ability to segment content for different users (portals)

      Authoring is limited to those trained in HTML coding

      Most of the valued information lies in a separate knowledge
       base (called Molly) that is not seamlessly integrated
      Feedback from staff – “the tools are hard to use and
       confusing”

43
Aims
            • People will be able to find people (drill
              down by division, location, or search)

            • Will showcase company events, jobs,
              and encourage employee
              collaboration and networking

            • Content – the top 20% of information
              80% of employees need to know

            • Brand new design and architecture -
              user-centric




44
Classifying and presenting content
         in a logical way




     Start by mapping what we know:
        Map what is in scope (existing content) for Molly
         and Intranet




45
The OLD sitemap– Intranet



       And yes, it was
       just called the
       intranet!




46
Streamlining the information flow to meet diverse
     user needs
         Techniques                            Draw on what else you
             Determine current use (heat        know:
              map)
             Determine what people are          •   KM Employee
              looking for (search log                satisfaction surveys
              analysis)
             Listen to and capture your         •   KM Strategy staff
              users opinions (Affinity               interviews
              diagram)
             Create persona‟s
             Determine what can go (ROT
              analysis – Redundant, out of
              date, trivial)
             Determine what is missing
              (Gap analysis)
             Work with the content owners
              to convince them of a user
              centric design
47
Streamlining the information flow to meet diverse
     user needs

        Defining your users and        Techniques
         their needs                    Determine what they need –
        Define the different user       interviews
         segments                          What they need
           Board                          What they use
           GE
                                        Set tasks and observe use
           SET
                                           How they use it
           Managers
                                           How they search and find
           Corporate staff
                                        Get them to draw their ideal
           Retail                       Intranet
           Call Centre                    Crayons
           Claims                         Butchers Paper
           Member Liaison                 Coloured Pens

48
Segment, profile and interview our users




49
Affinity diagrams




50
Created cards from the top used
     content
        Create cards from the top content used
         (heat map)
        Performed card sorting exercises on
         different segments
            Open and closed




51                      http://www.boxesandarrows.com/view/card_sorting_a_definitive_guide
Analyse how they think – Open
     card sorting

     •Take the top
     content and get
     staff to openly
     verbalise what they
     would name it, how
     they would
     categorise it

     •Do this for multiple
     staff segments and
     notice the language
     used, and common
     trends




52
Defining search and navigation

         Observations
         Card sorting

         Search log analysis
         Search database mapping and
          rationalisation

         Look at Best practice navigation
          designs
53       Provide multiple ways to
          search/navigate
Search log analysis - Molly
     Molly




                         Intranet




54
Start to build your new structure




55
Design multiple ways to
      search/navigate

     Wireframes




56
Collaborating with customers for
     user satisfaction and efficiency

        Created Wireframes – to conceptualise the
         outcomes we wish to achieve in next three
         years
        Engaged all major stakeholders – 1:1
         interviews from Frontline staff to MD
        Published samples on the Intranet
        Displayed wireframes at all corporate
         inductions
        Displayed at senior executive meetings
57

        Recorded feedback – modified designs
What happened (Aug 2009)
      Project was delayed due to financial
       concerns
      Decided to upgrade the intranet based on all
       this work with current systems
      Built using html and then copying that into
       the CMS




58
Refine your designs

         Narrow down the designs – 1st phase (of
          3)
           Tested   these designs with stakeholders
         Road show the new designs with staff
           senior   managers to frontline, new inductions
         Take in feedback and modify the designs
         Create functional specification
         Receive more feedback from the project
          team
59
60
61
What happened?
        The writing / design / card sort process commenced
         early 2008

        We notified of impending change in early March via
         Intranet bulletin board.

        Removed all content apart from home page and
         intranet bulletin board at 31 March

        Completed all content pages on 8 June 2009

        Notified of change for 3 weeks prior to launch including
         an email with instructions on how to navigate

        Launched 15 June 2009hange Management

62
Summary - Techniques used to create new design




                                    Heat map
                   Map in scope       use         Search log
                     content                       analysis




        Affinity                  New design &
                                                                 ROT analysis
        diagram                    architecture




                   Closed card
                                                  Observations
                     sorting
                                    Open Card
                                     sorting


63
Questions?




64

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Lyn's knowledge journeyv5

  • 1. Lyn Murnane Knowledge Manager A KM JOURNEY 1 How I got to here?
  • 2. Topics 2  About Lyn Intranet redesign @ Medibank  A journey  KM stuff you‟ve heard before  The old view  It‟s all about the stuff!  Analysing the info needed  A framework based on experience  Card Sorting  About Medibank  Site architecture  Medibank‟s approach to change  New site  The players and process  Results  What worked, what didn‟t  Future plans  IDP Australia  Telstra  Challenges  Opportunities  Where might you start?
  • 3. Quick CV 130,000? What‟s wrong 3 with that?  October 2011 – Current  Knowledge Manager – IDP Education  Manage a global knowledge system that supports 700 staff in 27 countries  Contains around 130,000 pieces of information  Moderate a newly created community within IDP  Member of the KMrt  RMIT – MBIT Graduate 2011  Telstra – Manager Knowledge Management  Manager of KnowHow – website supporting 14,000 customer service staff  FastTrack – Knowledge Manager  Medibank Private: Knowledge Management Business Consultant  FastTrack Software: Product Consultant, Support Desk Team Leader  IT Trainer
  • 4. One Gal‟s Journey Personal Networking MBIT @ RMIT • 1st KM role • Subjects of discovered thru keen interest a fellow MBIT The Internet • KM student • Library of the • BI World at my • Change Mgt fingertips Employment • Governance • Running chat • Admin jobs sessions in v1 • Data of MSN (trivia Management quizzes) Childhood • Computers Learning • IT Training • Interest in • The KM began Library • IT Support 4
  • 5. My circle 5 • Knowledge • Blog - genverbosity Manager • Twitter - @boffin66 • KM Business • RSS feeds Consultant • Social networks • Stakeholder • Networking engagement • Communities of • Collaboration with Practice SMEs • KMrt • Networking • KMLF • Instructional Design • IT Training & support • E-learning development • Technical Writing • User feedback • KM Systems
  • 6. What is a Knowledge Manager?  From www.stevedenning.com  The 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. Skills Required • Customer / User Orientation • Leadership • Communications • Facilitate sharing & collaboration • Teamwork • Learning and knowledge sharing • Analytical Thinking and Decisive Judgment 6
  • 7. What is KM? 7  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.
  • 8. Some data 8  56% of knowledge workers' time is spent either searching for information or gathering information. Only 25% is spent on the actual analysis.  Organisations have focused on 'knowledge management' (KM) systems as the answer.  http://www.google.com/enterprise/solutions/prof_s ervices/search_roi.html  And sometimes I do remember to reference!
  • 9. Knowledge Sharing 9 Social Media Participants – a good alignment to measure knowledge sharing
  • 11. Sites & Tools for fun & interest 11  http://forrester.typepad.com/groundswell/  http://www.useit.com/  Social Media 2011 - http://youtu.be/3SuNx0UrnEo  Using KM - http://youtu.be/97i-JAyx1zY  Discover what you know – 2006 http://youtu.be/f_x78XLBBVM
  • 12. Lyn‟s KM Framework 12 Content • Usable • Desirable • Useful Change & Culture Tools improvement • Findable • Valuable • Accessible • Useful Governance • Credible • Trust
  • 13. 13 Medibank Private Implementing KM at MBP
  • 14. Medibank Private 14  As at 2009  About private health insurance:  Market share in PHI Australia  Highly government regulated –  29% and the regulations change  Number of people covered frequently  3.5 million  Extremely complicated – for staff  Number of memberships as well as customers  1.8 million  Customers often don‟t really  Total contribution income understand their cover until they  $3.4 billion claim  Total benefits paid  $2.9 billion  PHI is a high use insurance (84.8% of compared to other insurances contribution s)  Number of customer transactions in Call Centre and Retail  6 million  Number of staff  3000
  • 15. Medibank‟s culture – An approach 15 to change  “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. We embrace change better when we do it ourselves
  • 16. In 2004 - The problems frontline faced  Intranet – 1400 files, out of date, inconsistent, poor search, slow  Many sources of information: Lotus Notes, shared drive (40,000 files), local info, Circulars  20,000 internal staff helpdesk calls per month  Communication to frontline staff ineffective – Circulars, Manuals, Guides, many emails  Inconsistent information given to customers  One size fits all communication – 400 page fund policy document!  Feedback from exit interviews - staff leaving because not sufficiently supported to do their jobs effectively Access to knowledge is confusing, inaccurate and inconsistent. 16
  • 17. Biggest problem – TMI! Departments Modes Staff Customer • HR • Email • What do I do? • Waiting • Marketing • Intranet • Inconsistent • Frustrated • Compliance • Policies messages • Leaving • Product • Newsletters • Complaints • PHI • Mentors • Silence • Fund Policy • Helpdesk • Complaints • Complaints • Relationships • Too much to • Corporate • Training read Affairs courses • Too much to • Finance • Phone change • Management 17
  • 18. Opportunity costs and benefits  Training – new starters  $12.5Keach /30% turnover • On-going costs 6 staff and support.  Staff Help Desks  20,000 calls to 2 helpdesks. • Benefit realisation within three  Call Handling Time months.  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 > Millions Ongoing savings ~ Millions 18
  • 19. Desired state – 19 Communication to frontline staff Departments Modes Staff Customer • HR • Knowledge • I am in control • More satisfied • Marketing Repository • Consistent • Better service • Compliance messages • Product • Reduced • PHI Complaints • Fund Policy • Complaints • Corporate Affairs • Finance • Management Knowledge Enablers
  • 20. And Medibank‟s KB was born 20  Max and Molly – 2 different KB applications  Max was for customer facing processes  Molly for corporate processes and support  Both named by staff in a competition  Sold using branded gadgets, stress balls, umbrellas etc
  • 22. Growth Max / Molly / Intranet 900000 800000 700000 600000 04-05 05-06 500000 06-07 400000 07-08 08-09 300000 09-10 200000 100000 0 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
  • 23. What worked well…initial 23 project  Team  Tool  Built by staff for staff  good search  Frontline engagement  no bells and whistles Get the end users  met requirements involved…make it a knowledge  easy to use system  Ongoing support  focus groups (New Starters, Experts, 20+ years service)  Feedback mechanism was and still is the most popular feature  super user group  competitions  Content  pilot  Write it for the audience  surveys  Write if for how they think about it  road shows  Avoid jargon  video – of staff response to project  Brand – identity  stickers, soft balls, umbrellas  quick reference guides/materials
  • 24. What didn‟t work well….initial project  Business experts & Management engagement - resistance  Approval process – subject matter experts took three times longer than expected  Training – self-paced workbook didn‟t work well for call centre / retail environment 24
  • 25. 25 IDP Education
  • 26. IDP Education 26  IDP – Education placements – market leader.  Placements in AU, US, CA, UK & NZ  IDP Education also manages and part-owns the IELTS test – the leading test of English language proficiency for study and migration.  IDP is 50% owned by IDP Education Limited, a company owned by 38 Australian universities, and 50% owned by SEEK.  27 countries – 500 counsellors (Student Recruitment)
  • 27. IDP Knowledge - OSCAR 27  128,000 knowledge base pages  99% data collected about universities and their programs from publicly available information  1600 manual knowledge articles  Provided by local  Location based Visa information  Presentations from universities  Links to Uni sites & videos  Info about scholarships & application requirements
  • 29. IDP Key Issues 29  Visibility of content  Issues with accessibility & control of information  Search  How to return relevant results from so much content  Navigation  Where to find the content  Governance  Guidelines  Review & Archiving process  Learning Tool  Research new destinations & locations  Collaborative Learning
  • 30. 30 Telstra
  • 31. Telstra 31  KnowHow – an intranet based process and sales information tool that supports 14,000 users – onshore , offshore and industry partners.  KnowHow‟s key focus is support of personal customers  Includes some support for Telstra Business (Small Business)  Telstra has 10 „official‟ KM systems  100‟s of unofficial tools including spreadsheets, personalised web pages, databases etc  My focus was on KnowHow
  • 32. KnowHow 32  Observations – content / information is verbose and not user friendly  NO collaboration  Feedback loop is sporadic and not transparent  NO Governance, archiving or expiry of content unless requested
  • 33. Changes 33  User Feedback forums  What does KnowHow sound like / its character  Understanding what works and what doesn‟t  What‟s missing?  Suggestions for inclusions  Getting engagement / buy-in  Assessment of value of outsourced publishing  Outcome – publishing was insourced again
  • 34. Processes 34  Governance model  Audit process  Expiry process  Writing style guide  Publishing style  New content management system should automate some of these processes
  • 35. Telstra Bigger picture 35  Project to create a company wide KM strategy  Aims to create a single source of truth  High level governance model  Has leadership support and cross business unit endorsement  Project currently being scoped and mapped  Identifying measures of success
  • 36. Suggested KM Roadmap Overview Phase 2: Phase 3: Phase 4: Phase 1: KM System Deployment Evaluation Infrastructure Analysis, Design Evaluation and Development Design the Knowledge Management Infrastructure Deploy, using the Analyse the Existing Results-driven Infrastructure Audit Existing Incremental Knowledge Assets & methodology Systems Evaluate Performance, Design the Knowledge Measure ROI and Management Team Incrementally refine the KMS Create the Knowledge Align Knowledge Management Blueprint Manage Change, Management & Culture and Reward Business Strategy Structures Develop the Knowledge Management System 36 http://www.informit.com/articles/article.aspx?p=28766 `
  • 37. 37 “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 BP Interesting article on BP‟s knowledge management struggle http://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_Pet roleum/qx/display.htm
  • 38. Questions? 38  Are you still with me?
  • 39. Time for a break? 39
  • 40. DEVELOPING THE RIGHT INFORMATION ARCHITECTURE 40 for Medibank‟s Intranet
  • 41. Topics for discussion – Medibank‟s Intranet About the process used to design the new Intranet  Streamlining the information flow to meet diverse user needs  Catering for intuitive user search and navigation  Collaborating with customers for user satisfaction and efficiency  Techniques and online tools for information architecture 41
  • 42. About Medibank About Knowledge Management: • Established in 2004 • Team of 6 including: – Manager – KM Consultant – Senior Technical Writer – 3 KM analysts • Manage the Intranet and 2 knowledge bases – Intranet – all staff – Max - 1200 member-serving staff (Retail, Call centre, processing) – Molly – all staff policies, processes, forms etc. 42
  • 43. Overview – new Intranet project The Old Intranet:  Intranet seen as static and not valued  Technology last upgraded in 2000  Unsupported by vendor  No development environment  Missing common features (eg functional search, forums, surveys, staff polls)  No ability to segment content for different users (portals)  Authoring is limited to those trained in HTML coding  Most of the valued information lies in a separate knowledge base (called Molly) that is not seamlessly integrated  Feedback from staff – “the tools are hard to use and confusing” 43
  • 44. Aims • People will be able to find people (drill down by division, location, or search) • Will showcase company events, jobs, and encourage employee collaboration and networking • Content – the top 20% of information 80% of employees need to know • Brand new design and architecture - user-centric 44
  • 45. Classifying and presenting content in a logical way Start by mapping what we know:  Map what is in scope (existing content) for Molly and Intranet 45
  • 46. The OLD sitemap– Intranet And yes, it was just called the intranet! 46
  • 47. Streamlining the information flow to meet diverse user needs  Techniques  Draw on what else you  Determine current use (heat know: map)  Determine what people are • KM Employee looking for (search log satisfaction surveys analysis)  Listen to and capture your • KM Strategy staff users opinions (Affinity interviews diagram)  Create persona‟s  Determine what can go (ROT analysis – Redundant, out of date, trivial)  Determine what is missing (Gap analysis)  Work with the content owners to convince them of a user centric design 47
  • 48. Streamlining the information flow to meet diverse user needs  Defining your users and  Techniques their needs  Determine what they need –  Define the different user interviews segments  What they need  Board  What they use  GE  Set tasks and observe use  SET  How they use it  Managers  How they search and find  Corporate staff  Get them to draw their ideal  Retail Intranet  Call Centre  Crayons  Claims  Butchers Paper  Member Liaison  Coloured Pens 48
  • 49. Segment, profile and interview our users 49
  • 51. Created cards from the top used content  Create cards from the top content used (heat map)  Performed card sorting exercises on different segments  Open and closed 51 http://www.boxesandarrows.com/view/card_sorting_a_definitive_guide
  • 52. Analyse how they think – Open card sorting •Take the top content and get staff to openly verbalise what they would name it, how they would categorise it •Do this for multiple staff segments and notice the language used, and common trends 52
  • 53. Defining search and navigation  Observations  Card sorting  Search log analysis  Search database mapping and rationalisation  Look at Best practice navigation designs 53  Provide multiple ways to search/navigate
  • 54. Search log analysis - Molly Molly Intranet 54
  • 55. Start to build your new structure 55
  • 56. Design multiple ways to search/navigate Wireframes 56
  • 57. Collaborating with customers for user satisfaction and efficiency  Created Wireframes – to conceptualise the outcomes we wish to achieve in next three years  Engaged all major stakeholders – 1:1 interviews from Frontline staff to MD  Published samples on the Intranet  Displayed wireframes at all corporate inductions  Displayed at senior executive meetings 57  Recorded feedback – modified designs
  • 58. What happened (Aug 2009)  Project was delayed due to financial concerns  Decided to upgrade the intranet based on all this work with current systems  Built using html and then copying that into the CMS 58
  • 59. Refine your designs  Narrow down the designs – 1st phase (of 3)  Tested these designs with stakeholders  Road show the new designs with staff  senior managers to frontline, new inductions  Take in feedback and modify the designs  Create functional specification  Receive more feedback from the project team 59
  • 60. 60
  • 61. 61
  • 62. What happened?  The writing / design / card sort process commenced early 2008  We notified of impending change in early March via Intranet bulletin board.  Removed all content apart from home page and intranet bulletin board at 31 March  Completed all content pages on 8 June 2009  Notified of change for 3 weeks prior to launch including an email with instructions on how to navigate  Launched 15 June 2009hange Management 62
  • 63. Summary - Techniques used to create new design Heat map Map in scope use Search log content analysis Affinity New design & ROT analysis diagram architecture Closed card Observations sorting Open Card sorting 63

Editor's Notes

  1. MPL – met through RMIT – networkingFastTrack – headhunted back
  2. Let’s look at some of the tools I use to connectBlogTwitterFacebookLinked IN
  3. Each QAT consists of a group of volunteer staff from across all business divisions each with different experiences and interests.
  4. New look and feel since Sept 2008
  5. THEY COPIED ALL THAT THEY COULD FOLLOW BUT THEY COULD NOT COPY MY MIND, AND I LEFT 'EM SWEATING AND STEALING AND A YEAR AND HALF BEHIND. -RUDYARD KIPLING
  6. 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