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ba-beyond.eu — #BABeyond19
Tom Colpaert
Knowledge Management and
Knowledge Transfers
1
Knowledge Management
and Transfers
Tom Colpaert
2
Why knowledge management
▪ Knowledge is the primary asset for a business analyst
▪ Loss of knowledge in companies
▪ Knowledge is often existing but not available
▪ Processes to acquire this knowledge are often:
Not existing
Not up to date
Too generic Ad hoc
Time pressured
Last minute
Need for an organized way of transferring knowledge F.e.: Trade Finance Case
3
Most transfers are a combination of following situations
Types of knowledge transfers
Replacement
Orchestrator
Knowledge holder Knowledge receiver
Upstaffing
Orchestrator
Team members
Knowledge receiver
as a team member
Dividing
Orchestrator
One knowledge
holder
Multiple Knowledge
receiver
Combination
Orchestrator
Multiple knowledge
holders
One knowledge
receiver
Gathering
Maintaining
Identification
Processing
Knowledge Transfer Process
Workshop sessions
Define knowledge minimum
Define focus areas
Free up time Knowledge inventory
Sector knowledge
Technical skills
PM skills
Tasks
Role
Corporate processes
Release management
Detailed topic knowledge
Etc.
Company knowledge
Soft skills
Domain knowledge
Applicationknowledge
Organizationknowledge
Detailed Topics
Landscape knowledge
Identifying knowledge
Kick-off
Identifying expected knowledge: “shaping your receiver”
Identifying existing knowledge and knowledge gaps
Identify knowledge holders
Identify practitioners
Identify gaps
Knowledge inventory
Knowledge
contact list
GAP 1
GAP 2
External
No Action
Knowledge inventory
Identifying knowledge
Gathering knowledge
Knowledge location
Knowledge inventory + location
Set guidelinesMap out knowledge
holder channels
Use established
documents
Knowledge contact list
Knowledge inventory
SME
Document Digital
documents
External trainings/
knowledge
Documentation
standard
Storage
medium
GAP 1
GAP 2
Fill in location and channel
Processing knowledge
Establish knowledge process plan
Methods
Sharing
sessions
Test casesReading in Detailed
discussion
(f.e. new topics)
Brainstorming
sessions for
knowledge gaps
Availability Complexity Knowledge
gaps
Variety Prerequisites Urgency AccessibilityTime
Dependent on
Reverse
Engineering
Wrap-up: knowledge process plans
▪ Build up in increments
▪ State clear deliverables
▪ Keep in mind prerequisites
▪ Be flexible and open to changes
▪ Have retention for processing
▪ If possible, foresee multiple methods to process a topic
Processing knowledge
Maintaining knowledge
Maintaining and preparing for future knowledge transfer
Contributing
Knowledge
Maintain and
prepare KT
Receiving
Knowledge
Strengthen
existing/add
knowledge
Review
documents/
availability
Fill in gaps
Create
availability
Documentation
standard
Storage medium
11
Take-aways
▪ Identify the knowledge challenges in your company
▪ Be aware of bus-factors
▪ Information is available in multiple dimensions
▪ Knowledge management is an educational process
▪ Method before tools
▪ Knowledge management is a BAU activity

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BA and Beyond - Tom Colpaert - Knowledge management and knowledge transfers

  • 1. ba-beyond.eu — #BABeyond19 Tom Colpaert Knowledge Management and Knowledge Transfers
  • 3. 2 Why knowledge management ▪ Knowledge is the primary asset for a business analyst ▪ Loss of knowledge in companies ▪ Knowledge is often existing but not available ▪ Processes to acquire this knowledge are often: Not existing Not up to date Too generic Ad hoc Time pressured Last minute Need for an organized way of transferring knowledge F.e.: Trade Finance Case
  • 4. 3 Most transfers are a combination of following situations Types of knowledge transfers Replacement Orchestrator Knowledge holder Knowledge receiver Upstaffing Orchestrator Team members Knowledge receiver as a team member Dividing Orchestrator One knowledge holder Multiple Knowledge receiver Combination Orchestrator Multiple knowledge holders One knowledge receiver
  • 6. Workshop sessions Define knowledge minimum Define focus areas Free up time Knowledge inventory Sector knowledge Technical skills PM skills Tasks Role Corporate processes Release management Detailed topic knowledge Etc. Company knowledge Soft skills Domain knowledge Applicationknowledge Organizationknowledge Detailed Topics Landscape knowledge Identifying knowledge Kick-off Identifying expected knowledge: “shaping your receiver”
  • 7. Identifying existing knowledge and knowledge gaps Identify knowledge holders Identify practitioners Identify gaps Knowledge inventory Knowledge contact list GAP 1 GAP 2 External No Action Knowledge inventory Identifying knowledge
  • 8. Gathering knowledge Knowledge location Knowledge inventory + location Set guidelinesMap out knowledge holder channels Use established documents Knowledge contact list Knowledge inventory SME Document Digital documents External trainings/ knowledge Documentation standard Storage medium GAP 1 GAP 2 Fill in location and channel
  • 9. Processing knowledge Establish knowledge process plan Methods Sharing sessions Test casesReading in Detailed discussion (f.e. new topics) Brainstorming sessions for knowledge gaps Availability Complexity Knowledge gaps Variety Prerequisites Urgency AccessibilityTime Dependent on Reverse Engineering
  • 10. Wrap-up: knowledge process plans ▪ Build up in increments ▪ State clear deliverables ▪ Keep in mind prerequisites ▪ Be flexible and open to changes ▪ Have retention for processing ▪ If possible, foresee multiple methods to process a topic Processing knowledge
  • 11. Maintaining knowledge Maintaining and preparing for future knowledge transfer Contributing Knowledge Maintain and prepare KT Receiving Knowledge Strengthen existing/add knowledge Review documents/ availability Fill in gaps Create availability Documentation standard Storage medium
  • 12. 11 Take-aways ▪ Identify the knowledge challenges in your company ▪ Be aware of bus-factors ▪ Information is available in multiple dimensions ▪ Knowledge management is an educational process ▪ Method before tools ▪ Knowledge management is a BAU activity