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KNOWLEDGE
MANAGEMENT SYSTEMS
     LIFE CYCLE

     Raymond Koh
CHALLENGES IN BUILDING
KM SYSTEMS
 Culture — getting people to share knowledge
 Knowledge evaluation — assessing the worth
  of knowledge across the firm
 Knowledge processing — documenting how
  decisions are reached
 Knowledge implementation — organizing
  knowledge and integrating it with the
  processing strategy for final deployment

                                           3-2
CONVENTIONAL VERSUS
KM SYSTEM LIFE CYCLE
Key differences:
 Systems analysts deal with information from
  the user; knowledge developers deal with
  knowledge for company specialists
 Users know the problem but not the solution;
  company specialists know the problem and
  the solution
 System development is primarily sequential;
  KMSLC is incremental and interactive
 System testing normally at end of cycle; KM
  system testing evolves from beginning of the
  cycle                                       3-3
Conventional Versus KM
System Life Cycle (cont’d)
 System   development more extensive
  than for KMSLC
 Conventional system life cycle is
  process-driven “specify then build”;
  KMSLC is result-oriented “start slow
  and grow”
 Conventional system life cycle does not
  support rapid prototyping; KMSLC does

                                        3-4
Rapid Prototyping Process

                 Structure
                the Problem
Reformulate
the Problem                   Repeated
                              Cycle(s)
                 Structure
                  a Task
Make                           Repeated
Modifications
                               Cycle(s)
                 Build
                 a Task
                                          3-5
Conventional Versus KM
System Life Cycle (cont’d)
Key similarities:
 Both begin with a problem and end with a
  solution
 Both begin with information gathering or
  capture
 Testing is essentially the same to make sure
  the system is right and it is the right system
 Both developers must choose the appropriate
  tool(s) for designing their respective systems


                                              3-6
Users Versus Knowledge
Workers
Attribute                 User                  Expert
Dependence on system      High                  Low to nil

Cooperation               Usually cooperative   Cooperation not
                                                required

Tolerance for ambiguity   Low                   High

Knowledge of problem      High                  Average/low

Contribution to system    Information           Knowledge/expertise

System user                Yes                  No

Availability for system
  builder                  Readily available    Not readily available


    Table 3.1 Comparison of users and experts
                                                                        3-7
KM System Development
Life Cycle
 Evaluate existing infrastructure
 Form the KM team
 Knowledge capture
 Design KM blueprint (master plan)
 Test the KM system
 Implement the KM system
 Manage change and reward structure
 Post-system evaluation


                                       3-8
Evaluate Existing
Infrastructure
System justification:
 Will current knowledge be lost through
  retirement, transfer, or departure to other
  firms?
 Is the proposed KM system needed in several
  locations?
 Are experts available and willing to help in
  building a KM system?
 Does the problem in question require years of
  experience and cognitive reasoning to solve?

                                             3-9
System Justification (cont’d)
 When undergoing knowledge capture, can
  the expert articulate how problem will be
  solved?
 How critical is the knowledge to be captured?
 Are the tasks nonalgorithmic?
 Is there a champion in the house?




                                             3-10
The Scope Factor
 Consider breadth and depth of the project
  within financial, human resource, and
  operational constraints
 Project must be completed quickly enough for
  users to foresee its benefits
 Check to see how current technology will
  match technical requirements of the proposed
  KM system



                                            3-11
The Feasibility Question
A feasibility study addresses several questions:
 Is the project doable?
 Is it affordable?
 Is it appropriate?
 Is it practicable?




                                              3-12
The Feasibility Question (cont’d)
Areas of feasibility:
 Economic feasibility determines to what
  extent a new system is cost-effective
 Technical feasibility is determined by
  evaluating hardware and supportive software
  within company’s IT infrastructure
 Behavioral feasibility includes training
  management and employees in the use of the
  KM system


                                           3-13
The Feasibility Question (cont’d)
Traditional approach to conducting a feasibility
  study:
 Form a KM team
 Prepare a master plan
 Evaluate cost/performance of proposed KM
 Quantify system criteria and costs
 Gain user support throughout the process




                                               3-14
Role of Strategic Planning
  Risky to plunge with a new KM system
  without strategizing. Consider the following:
 Vision — Foresee what the business is trying
  to achieve, how it will be done, and how the
  new system will achieve goals
 Resources — Check on the affordability of
  the business to invest in a new KM system
 Culture — Is the company’s political and
  social environment amenable to adopting a
  new KM system?

                                             3-15
Matching Business Strategy
With KM Strategy
         Business                                  Strategic
         Environment                                 Plan

     Competitive threats;     Impacts    Regarding products
     government                          or services, market,
     regulations; customer               customers, suppliers,
     threats                             etc.
                             Enables
              Impacts
                                          Drives

                                                        KM
              KM                                        Strategy
            Technology
     Quality and                        Focus on competitive
     reliability of the                 advantage, role of IT,
     infrastructure and IT              and level of creativity
     staff and resources                and knowledge
                                        innovation




                                                                   3-16
KM Team Formation
 Identify the key stakeholders in the
  prospective KM system.
 Team success depends on:
    Caliber of team members
    Team size
    Complexity of the project
    Leadership and team motivation
    Promising more than can be
     realistically delivered
                                         3-17
KNOWLEDGE CAPTURE
 Explicit knowledge captured in repositories
  from various media
 Tacit knowledge captured from company
  experts using various tools and
  methodologies
 Knowledge developers capture knowledge
  from experts in order to build the knowledge
  base
 Knowledge capture and transfer often carried
  out through teams, not just individuals

                                            3-18
Knowledge Capture and Transfer
Through Teams


  Team performs                                     Evaluate relationship
                                 Outcome
  a specialized task                                between action and
                                 Achieved
                                                    outcome




                                                                     Knowledge
           Feedback
                                            Knowledge                Developer
                       Knowledge            transfer method
                       stored in a form     selected
                       usable by others
                       in the
                       organization




                                                                                 3-19
Selecting an Expert
 Knowledge base should represent expertise
  rather than the expert
 Questions facing knowledge developer:
    How does one know the expert is in fact an
     expert?
    How would one know that the expert will
     stay with the project?
    What backup should be available in case
     the project loses the expert?
    How would the knowledge developer know
     what is and what is not within the expert’s
     area of expertise?                         3-20
Role of the Knowledge
Developer
 The   architect of the system
 Job requires excellent communication
  skills, knowledge capture tools,
  conceptual thinking, and a personality
  that motivates people
 Close contacts with the champion
 Rapport with top management for
  ongoing support

                                           3-21
Central Role of the Knowledge Developer

                    KNOWLEDGE
                    WORKER                                           CHAMPION
                                                       Progress
                                                       Reports
                                          Prototypes              Demos
                                                                           Support
                               Feedback
                Solutions
  Interactive
  Interface                                   KNOWLEDGE
                            User              DEVELOPER
                            Acceptance

                                Rules                                 Knowledge
                                           Testing


                                                                          KNOWER
                   KNOWLEDGE
                      BASE




                                                                                     3-22
Design of the KM Blueprint
The KM system design (blueprint) addresses several issues:
 System interoperability and scalability with existing company IT
  infrastructure
 Finalize scope of proposed KM system with realized net benefits
 Decide on required system components
 Develop the key layers of the KM architecture to meet company
  requirements. Key layers are:
    User interface
    Authentication/security layer
    Collaborative agents and filtering
    Application layer
    Transport Internet layer
    Physical layer



                                                               3-23
Testing the KM System
 Verificationprocedure: ensures that the
  system is right
 Validation procedure: ensures that the
  system is the right system
 Validation of KM systems is not
  foolproof



                                       3-24
Implementing the KM System
   Converting a new KM system into actual operation
   This phase includes conversion of data or files
   This phase also includes user training
   Quality assurance is paramount, which includes
    checking for:
      Reasoning errors
      Ambiguity
      Incompleteness
      False representation (false positive and false
       negative)



                                                        3-25
Resisters of Change
 Experts
 Regular employees (users)
 Troublemakers
 Narrow-minded superstars
 Resistance via projection, avoidance, or
  aggression




                                             3-26
KNOWLEDGE
MANAGEMENT SYSTEMS
     LIFE CYCLE

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Knowledge management systems life cycle

  • 1. KNOWLEDGE MANAGEMENT SYSTEMS LIFE CYCLE Raymond Koh
  • 2. CHALLENGES IN BUILDING KM SYSTEMS  Culture — getting people to share knowledge  Knowledge evaluation — assessing the worth of knowledge across the firm  Knowledge processing — documenting how decisions are reached  Knowledge implementation — organizing knowledge and integrating it with the processing strategy for final deployment 3-2
  • 3. CONVENTIONAL VERSUS KM SYSTEM LIFE CYCLE Key differences:  Systems analysts deal with information from the user; knowledge developers deal with knowledge for company specialists  Users know the problem but not the solution; company specialists know the problem and the solution  System development is primarily sequential; KMSLC is incremental and interactive  System testing normally at end of cycle; KM system testing evolves from beginning of the cycle 3-3
  • 4. Conventional Versus KM System Life Cycle (cont’d)  System development more extensive than for KMSLC  Conventional system life cycle is process-driven “specify then build”; KMSLC is result-oriented “start slow and grow”  Conventional system life cycle does not support rapid prototyping; KMSLC does 3-4
  • 5. Rapid Prototyping Process Structure the Problem Reformulate the Problem Repeated Cycle(s) Structure a Task Make Repeated Modifications Cycle(s) Build a Task 3-5
  • 6. Conventional Versus KM System Life Cycle (cont’d) Key similarities:  Both begin with a problem and end with a solution  Both begin with information gathering or capture  Testing is essentially the same to make sure the system is right and it is the right system  Both developers must choose the appropriate tool(s) for designing their respective systems 3-6
  • 7. Users Versus Knowledge Workers Attribute User Expert Dependence on system High Low to nil Cooperation Usually cooperative Cooperation not required Tolerance for ambiguity Low High Knowledge of problem High Average/low Contribution to system Information Knowledge/expertise System user Yes No Availability for system builder Readily available Not readily available Table 3.1 Comparison of users and experts 3-7
  • 8. KM System Development Life Cycle  Evaluate existing infrastructure  Form the KM team  Knowledge capture  Design KM blueprint (master plan)  Test the KM system  Implement the KM system  Manage change and reward structure  Post-system evaluation 3-8
  • 9. Evaluate Existing Infrastructure System justification:  Will current knowledge be lost through retirement, transfer, or departure to other firms?  Is the proposed KM system needed in several locations?  Are experts available and willing to help in building a KM system?  Does the problem in question require years of experience and cognitive reasoning to solve? 3-9
  • 10. System Justification (cont’d)  When undergoing knowledge capture, can the expert articulate how problem will be solved?  How critical is the knowledge to be captured?  Are the tasks nonalgorithmic?  Is there a champion in the house? 3-10
  • 11. The Scope Factor  Consider breadth and depth of the project within financial, human resource, and operational constraints  Project must be completed quickly enough for users to foresee its benefits  Check to see how current technology will match technical requirements of the proposed KM system 3-11
  • 12. The Feasibility Question A feasibility study addresses several questions:  Is the project doable?  Is it affordable?  Is it appropriate?  Is it practicable? 3-12
  • 13. The Feasibility Question (cont’d) Areas of feasibility:  Economic feasibility determines to what extent a new system is cost-effective  Technical feasibility is determined by evaluating hardware and supportive software within company’s IT infrastructure  Behavioral feasibility includes training management and employees in the use of the KM system 3-13
  • 14. The Feasibility Question (cont’d) Traditional approach to conducting a feasibility study:  Form a KM team  Prepare a master plan  Evaluate cost/performance of proposed KM  Quantify system criteria and costs  Gain user support throughout the process 3-14
  • 15. Role of Strategic Planning Risky to plunge with a new KM system without strategizing. Consider the following:  Vision — Foresee what the business is trying to achieve, how it will be done, and how the new system will achieve goals  Resources — Check on the affordability of the business to invest in a new KM system  Culture — Is the company’s political and social environment amenable to adopting a new KM system? 3-15
  • 16. Matching Business Strategy With KM Strategy Business Strategic Environment Plan Competitive threats; Impacts Regarding products government or services, market, regulations; customer customers, suppliers, threats etc. Enables Impacts Drives KM KM Strategy Technology Quality and Focus on competitive reliability of the advantage, role of IT, infrastructure and IT and level of creativity staff and resources and knowledge innovation 3-16
  • 17. KM Team Formation  Identify the key stakeholders in the prospective KM system.  Team success depends on:  Caliber of team members  Team size  Complexity of the project  Leadership and team motivation  Promising more than can be realistically delivered 3-17
  • 18. KNOWLEDGE CAPTURE  Explicit knowledge captured in repositories from various media  Tacit knowledge captured from company experts using various tools and methodologies  Knowledge developers capture knowledge from experts in order to build the knowledge base  Knowledge capture and transfer often carried out through teams, not just individuals 3-18
  • 19. Knowledge Capture and Transfer Through Teams Team performs Evaluate relationship Outcome a specialized task between action and Achieved outcome Knowledge Feedback Knowledge Developer Knowledge transfer method stored in a form selected usable by others in the organization 3-19
  • 20. Selecting an Expert  Knowledge base should represent expertise rather than the expert  Questions facing knowledge developer:  How does one know the expert is in fact an expert?  How would one know that the expert will stay with the project?  What backup should be available in case the project loses the expert?  How would the knowledge developer know what is and what is not within the expert’s area of expertise? 3-20
  • 21. Role of the Knowledge Developer  The architect of the system  Job requires excellent communication skills, knowledge capture tools, conceptual thinking, and a personality that motivates people  Close contacts with the champion  Rapport with top management for ongoing support 3-21
  • 22. Central Role of the Knowledge Developer KNOWLEDGE WORKER CHAMPION Progress Reports Prototypes Demos Support Feedback Solutions Interactive Interface KNOWLEDGE User DEVELOPER Acceptance Rules Knowledge Testing KNOWER KNOWLEDGE BASE 3-22
  • 23. Design of the KM Blueprint The KM system design (blueprint) addresses several issues:  System interoperability and scalability with existing company IT infrastructure  Finalize scope of proposed KM system with realized net benefits  Decide on required system components  Develop the key layers of the KM architecture to meet company requirements. Key layers are:  User interface  Authentication/security layer  Collaborative agents and filtering  Application layer  Transport Internet layer  Physical layer 3-23
  • 24. Testing the KM System  Verificationprocedure: ensures that the system is right  Validation procedure: ensures that the system is the right system  Validation of KM systems is not foolproof 3-24
  • 25. Implementing the KM System  Converting a new KM system into actual operation  This phase includes conversion of data or files  This phase also includes user training  Quality assurance is paramount, which includes checking for:  Reasoning errors  Ambiguity  Incompleteness  False representation (false positive and false negative) 3-25
  • 26. Resisters of Change  Experts  Regular employees (users)  Troublemakers  Narrow-minded superstars  Resistance via projection, avoidance, or aggression 3-26