The document discusses leveraging knowledge management (KM) as the foundation for artificial intelligence (AI). It describes several key elements of effective KM including taxonomy design, content cleanup, defining content types, content governance, knowledge sharing culture, and KM leadership. These elements establish the structure needed for AI and lay the groundwork for five levels of knowledge artificial intelligence (KAI): answer, recommend, combine, infer, and advise. When implemented together, KM and ontology can provide the context to enable more advanced artificial intelligence capabilities.

1. LEVERAGING KM AS THE FOUNDATION FOR AI
2019 DoD and Federal KM Symposium
May 15, 2019
@EKCONSULTING

2. ZACH WAHL
FOUNDER, PRESIDENT, AND CEO, EK
@ZACHARYWAHL, @EKCONSULTING
Technical expert in the areas of
Knowledge Management including:
KM Strategy, Taxonomy Design, Ontologies, Search,
Organizational Development

3. AGENDA
Understanding Knowledge Management (KM)
01
02 Discussing KM as the Foundation for AI
03 Uncovering the Five Levels of Knowledge Artificial Intelligence (KAI)
04 Visualizing KAI for Inter-American Development Bank (IDB)

4. KNOWLEDGE MANAGEMENT INVOLVES THE PEOPLE,
CULTURE, PROCESSES, AND ENABLING
TECHNOLOGIES NECESSARY TO CAPTURE, MANAGE,
SHARE, AND FIND INFORMATION.

5. DECONSTRUCTING KM
PEOPLE PROCESS CONTENT CULTURE TECHNOLOGY
• Flow of knowledge
through the
organization.
• Knowledge holders
and knowledge
consumers.
• Understanding of state
and disposition of
experts.
• Existence and
consistency of
processes.
• Awareness of and
adherence to
processes.
• Quality of processes.
• State and location of
content.
• Consistency of
structure and
architecture.
• Dynamism of content.
• Understanding of
usage (analytics).
• Senior support and
comprehension.
• Willingness to share,
collaborate, and
support.
• Maturity of “KM Suite.”
• Integration with and
between systems.
• Usability and user-
centricity.
@EKCONSULTING, @ZACHARYWAHL

6. FIND
CAPTURE
CREATE
CONNECT
MANAGEENHANCE
ACT
KM IN ACTION
Knowledge and Information
Management (KM) efforts exist on
the same spectrum, with
knowledge moving from tacit to
explicit, and then content moving
from unstructured to structured.
The most effective KM efforts are
those that are driven by business
value and end user needs.
KM can offer immediate value while
laying the foundation for advanced
search, customized knowledge
experience, and artificial intelligence.
@EKCONSULTING, @ZACHARYWAHL

7. BUSINESS OUTCOMESKM OUTCOMES
§ Improved findability and discoverability of
content.
§ Less time waiting, searching, and recreating
knowledge.
§ Increased use and reuse of information.
§ Decreased knowledge loss.
§ Improved organizational awareness and
alignment.
§ Culture of knowledge sharing.
§ Enhanced quality, availability, and speed of
learning.
§ Increased awareness of, and connection to,
experts.
§ Improved productivity.
§ Decreased cost (and cost avoidance).
§ Increased employee satisfaction and
retention.
§ Faster and better up-scaling of
employees.
§ Improved customer satisfaction and
retention.
§ Improved delivery.
§ Improved sales.
§ Increased collaboration and innovation.
§ Future readiness.
@ZACHARYWAHL, @EKCONSULTING

8. KM FOUNDATIONS
FOR AI
WHY KM MATTERS
CONTENT CLEANUP
CONTENT GOVERNANCE
TAXONOMY DESIGN
CONTENT TYPES
KNOWLEDGE SHARING
CULTURE
KM LEADERSHIP
@EKCONSULTING, @ZACHARYWAHL

9. TAXONOMY DESIGN
WHAT IS TAXONOMY DESIGN? WHAT IS THE VALUE TO AI?
Classification of an
organization's knowledge
and information for the
purposes of findability and
discoverability.
An effective business
taxonomy will span an
enterprise’s information,
users, and potential needs
as it is usable, intuitive, and
natural.
Ensure faceting works and
different types of content from
different sources can be
seamlessly integrated.
Provide a way for the
machine to understand an
organization’s vocabulary.
Taxonomies are the building
blocks to Ontologies, which
are foundational for building
relationships and context.
Ensures an organization
can effectively capture,
manage, and present their
growing store of
information.
Provides structure to
unstructured information.
Informs metadata and
content tagging efforts.
WHAT IS THE
INDEPENDENT VALUE?
@EKCONSULTING, @ZACHARYWAHL

10. CONTENT CLEANUP
WHAT IS CONTENT CLEANUP? WHAT IS THE
INDEPENDENT VALUE?
WHAT IS THE VALUE TO AI?
The review and cleaning of
outdated, obsolete,
incorrect, and duplicative
content.
Determine if content should
be maintained as-is,
updated, archived, or
removed.
Cleaned and enhanced
content, with tags, ensures
the right content surfaces for
the end user and is weighted
appropriately.
AI requires training
material. An organization
needs to provide quality
training material so that it
can get to a high quality
machine.
Improved KM is worthless
without the right information.
Increases productivity as
employees spend less time
shifting through inaccurate
and/or not actionable
content.
Decreases risk as
employees are presented
with accurate content.“Only 20-30% of all content stores should
be maintained during a content migration.”
@EKCONSULTING, @ZACHARYWAHL

11. CONTENT TYPES
WHAT IS A CONTENT TYPE? WHAT IS THE
INDEPENDENT VALUE?
WHAT IS THE VALUE TO AI?
The process of defining
common or standard
templates for the types of
content users interact with
within a specific system.
Includes the definition of
text fields and description
of what information should
be found in each field as
well as the definition of
which metadata fields apply
to a specific template.
Allows AI to surface
appropriate elements of
content in the most flexible
manner possible.
Enables different types of
content to be mapped
intelligently.
Enables granular tagging
for greater relationship
identification.
Standardizes and optimizes
the way content is captured
and presented, ensuring it
remains “fresh” and
accurate to best serve the
needs of the organization.
Decreases the amount of
time required to create new
content.
Increases the readability
and digestibility of content.
@EKCONSULTING, @ZACHARYWAHL

12. CONTENT GOVERNANCE
WHAT IS
CONTENT GOVERNANCE?
WHAT IS THE
INDEPENDENT VALUE?
WHAT IS THE VALUE TO AI?
A common set of standards
and processes that are
designed to maintain and
consistently improve the
content over time.
An effective governance
plan includes:
- Business Case
- Roles and Responsibilities
- Policies and Procedures
- Communication, Education,
and Marketing
Ensures accuracy of the
content.
Ensures the accuracy of
the ontology model.
Enables the appropriate
controls and flexibility to
serve evolving needs, user
behaviors, and clearer user
understanding.
Enables ongoing content
management and
continuous improvement of
content over time.
Increases the effectiveness
of the organization’s
content strategy efforts in
order to meet its business
objectives.
@EKCONSULTING, @ZACHARYWAHL

13. KM LEADERSHIP
WHAT IS KM LEADERSHIP? WHAT IS THE
INDEPENDENT VALUE?
WHAT IS THE VALUE TO AI?
Enables and promotes
knowledge processes such
as knowledge creation,
transfer, and dissemination,
and creates
environment/culture/
atmosphere which
stimulates and facilitates
active engagement in these
processes.
With KM Leadership, an
organization can better
strategize, budget, and
champion for the
implementation of the KM
elements foundational for
actionable AI.
Promotes the acceptance
of a new culture.
Promotes the value of
sound and systematic
knowledge sharing by
modeling best-practices,
signaling the strategic
importance of the
investment.
Encourages, recognizes,
and rewards knowledge
sharing in support of the
sustainment of KM efforts.
@EKCONSULTING, @ZACHARYWAHL

14. KNOWLEDGE SHARING CULTURE
WHAT IS A KNOWLEDGE
SHARING CULTURE?
WHAT IS THE
INDEPENDENT VALUE?
WHAT IS THE VALUE TO AI?
An organization that builds
knowledge sharing into the
day-to-day behaviors and
actions of its workforce.
Includes user-centric
processes and concepts,
such as Gamification, to
ignite collaboration and
learning.
Surfaces the newly shared
knowledge in a form that is
easy to find and discover.
All of the right knowledge is
seeded in the right place to
add the value.
Knowledge must be captured
to be related and surfaced.
Faster knowledge
dissemination.
Keeps knowledge workers
engaged, increases
productivity and innovation,
and fosters continuous
learning and growth.
Rewards good behavior.
@EKCONSULTING, @ZACHARYWAHL

15. THE FUTURE SOLUTION
+
ONTOLOGY
KNOWLEDGE GRAPHS
= ARTIFICIAL
INTELLIGENCE
@EKCONSULTING, @ZACHARYWAHL

16. FIVE LEVELS OF KAI
KNOWLEDGE ARTIFICIAL INTELLIGENCE (KAI)
IS THE APPLICATION OF ARTIFICIAL INTELLIGENCE CONCEPTS AND
THEORIES TO ENSURE THE APPROPRIATE CAPTURE, MANAGEMENT,
AND PRESENTATION OF THE FULL SPECTRUM OF KNOWLEDGE AND
INFORMATION.
@EKCONSULTING, @ZACHARYWAHL

17. FIVE LEVELS OF KAI
ANSWER
§ Basic query/response capabilities.
§ Action-oriented search, chatbots, and voice assistants.
@EKCONSULTING, @ZACHARYWAHL

18. FIVE LEVELS OF KAI
RECOMMEND
§ Recommendations based on user behavior, tags,
analytics, and a combination thereof.
§ “Push” capabilities to go beyond finding and enabling
discovery.
@EKCONSULTING, @ZACHARYWAHL

19. FIVE LEVELS OF KAI
§ Combination of different types, formats, and sources of
content into a contextualized whole.
§ Integrates parts and wholes of individual content types in
order to provide a cohesive answer.
COMBINE
@EKCONSULTING, @ZACHARYWAHL

20. FIVE LEVELS OF KAI
INFER
§ Goes a step beyond Combine and introduces
programmed decision-making logic into the mix.
§ Triggered based on intelligence or prompts in order to
build new content that doesn’t just answer a query, but
answers a need/want.
§ Results in the creation of new content, highly customized
for a specific user or case.
@EKCONSULTING, @ZACHARYWAHL

21. FIVE LEVELS OF KAI CONT.
§ Incorporates predictive capabilities to spot trends, identify
potential risks and opportunities, and provide actionable
guidance leveraging a complete view and understanding
of the knowledge and information that exists.
§ Generates and surfaces the right knowledge before you
even know you need it.
§ Spots demographic trends to fill gaps and needs before
they exist.
ADVISE
@EKCONSULTING, @ZACHARYWAHL

22. WE’LL BE ANSWERING QUESTIONS NOW
Q A&
THANKS FOR LISTENING
Q & A SESSION
@EKCONSULTING, @ZACHARYWAHL