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Matt Danda, MBA
Knowledge Management And The Technical Writer
   Knowledge Management Overview
   My Perspective on KM as a Technical Writer
   KM Initiatives for a Technical Writer
    (Discussion)
   Conclusion
   References
Knowledge Management And The Technical Writer
• Knowledge management is the systematic
  processes by which knowledge needed for an
  organization to succeed is
  created, captured, shared, and leveraged
  (Rumizen)
   Knowledge management comprises a range
    of practices used in organizations to
    identify, create, represent, distribute and
    enable adoption of insights and experiences.
    Such insights and experiences comprise
    knowledge, either embodied in individuals or
    embedded in organisational processes or
    practice. (wikipedia)
• Knowledge management is the leveraging of
  collective wisdom to increase responsiveness
  and innovation (Frappaola)
• KM draws from a wide range of disciplines and technologies
   •   Cognitive science
   •   Expert systems, artificial intelligence and knowledge base management systems
       (KBMS)
   •   Computer-supported collaborative work (groupware)
   •   Library and information science
   •   Technical writing
   •   Document management
   •   Decision support systems
   •   Semantic networks
   •   Relational and object databases
   •   Simulation
   •   Organizational science
   •   Object-oriented information modeling
   •   Electronic publishing technology, hypertext, and the World Wide Web; help-desk
       technology
   •   Full-text search and retrieval
 1959: Peter Drucker coined the term, “knowledge worker” in his
  book, Landmarks of Tomorrow.
 1966: Philosopher Michael Polanyi defined tacit and explicit
  knowledge.
 1982: Tom Peters and Robert Waterman, Jr., publish In Search of
  Excellence: Lessons from America’s Best-Run Companies.
     Successful organizations share a common set of values and practices
   1992: Michael Hammer and James Champy publish Reengineering
    the Corporation.
     Starts business process re-engineering craze
   1995: Ikujiro Nonaka published The Knowledge Creating Company.
     Popularize Knowledge Spiral model (tacit versus explicit)
   Late 1990s
     Leif Edvinsson became first Chief Knowledge Officer
      (CKO) of Swedish-based Skandia Corporation
     Explosive interest in knowledge management as
      Internet emerged
     Business process re-engineering craze meets
      headwinds
      ▪ Re-engineering is a one-time , short-term fix (but shouldn’t
        be!)
      ▪ Lots of business knowledge was “let go” in the re-engineering
     Most knowledge management post-1995 is to all
     intents and purposes content management
     (Snowden)
   2000 to present
     Technology ferver of 1990s waned quickly
     Acute recognition of the chaos and complexity of
      human organizations
     Next generation of panaceas emerge
      (B2B, Portals, e-learning enterprise content
      management, information
      architecture, taxonomies, etc.)
• Data: Simple facts
• Information: Data used in context to answer a question
• Knowledge: Information used to address novel situations
  for which no direct precedent exists. It is
  comprehension, understanding, and learning that go on in
  the mind. We often do not know what we know, until an
  opportunity arises to employ the knowledge to accomplish
  something.
• “Information management consists of predetermined
  responses to anticipated stimuli. Knowledge management
  consists of innovative responses to new opportunities and
  challenges.” (Frappaola)
   Explicit knowledge: What we know that can
    be put to words.
   Tacit knowledge: Know-
    how, judgment, experience, insights, rules of
    thumb, and skills. Difficult to
    express, capture, or transmit in any
    systematic or logical manner.
   “We know more than we can tell.”
    --Michael Polyani
 Socialization: transferring tacit knowledge from
  one person to another
 Externalization: making tacit knowledge
  explicit by people-to-people interaction
 Combination: transferring explicit knowledge to
  explicit knowledge. Making explicit knowledge
  available to others.
 Internalization: Learning through
  experience, transforming explicit knowledge to
  tacit knowledge
Knowledge Management And The Technical Writer
Technology
 Fits Here!
People-to-people   People-to-people




                     Technology
People-to-people
                      Fits Here!
   File Server Model
   Content Management System Model
   SharePoint Information Architecture Model
     Microsoft SharePoint is a collection of products
     and software elements that include Internet
     Explorer based collaboration functions, process
     management modules, search modules and a
     document-management platform.
Content is
                                                      easy to
          User classifies                         generate and
 User                            Content
          content by file                         store; difficult
creates                       stored/shared
            name and                              to search and
content                     through file server
              folder                                   find
Manual tagging
            User uploads        Content       is cumbersome,
  User     and classifies    stored/shared     leading to low
creates    manually using   through content    user adoption
content    organizational    management
 locally     taxonomy          application
Search can
     User                                         leverage IA
                                   Content and
 instantiates   Content inherits                   taxonomy
                                    taxonomy
   content      taxonomy with
                                        are
   through       no user action
                                   inextricably
SharePoint UI      required
                                      linked
   “KM has fallen victim to a mixture of bad
    implementation practices and software
    vendors eager to turn a complex process into
    a pure technology play. The result: like many
    a business concept, KM has evolved from a
    hot buzzword to a phrase that now evokes
    more skepticism than enthusiasm.”
    (CIO Magazine, May 2001)
   T.D. Wilson in his paper, The nonsense of
    ‘knowledge management’ (2002), notes that
    most journal articles on knowledge
    management have these tendencies:
     A concern with information technology
     A tendency to elide the distinction between
      ‘knowledge’ (what I know) and ‘information’ (what I
      am able to convey about what I know)
     Confusion of the management of work practices in
      the organization with the management of knowledge
   In practice, KM breaks down to two topics:
     Management of information
     Management of work practices
   “The conclusion is reached that
    ‘knowledge management’ is an umbrella
    term for a variety of organizational
    activities, none of which are concerned
    with the management of knowledge.”
    (T.D. Wilson)
   “Knowledge management has been easily
    dismissed by some as just the latest
    management fad. Dilbert has lampooned it.
    Untold software vendors slap the label of KM
    on their packages and tout miraculous cures
    for all our knowledge failings. Yet, behind all
    the jargon and the hype, we find companies
    engaged in serious efforts to manage their
    most precious asset—their working
    knowledge.
   “Managing knowledge is clearly one of the new
    fundamentals for success in the new economy. It
    is a tough job and few organizations do it well.
    Knowledge management involves many
    complex organizational issues; simplistic
    approaches will not work; nor will throwing
    technologies at people somehow magically
    make knowledge happen.”
    (Lawrence Prusak, Executive Director, IBM
    Institute for Knowledge Management, 2002)
Knowledge Management And The Technical Writer
   My current job:
     Lone technical writer in a team of subject matter
        experts
       The team has a strong interest in capturing
        knowledge
       Very limited development resources
       Zero budget for content/knowledge mgmt tools
       Can only develop solutions using existing tools
        ▪ Corporate intranet
        ▪ MS Office suite (Word, Excel, Access)
   I think that a Technical Writer can make an
    invaluable contribution to the monumental task
    of capturing and communicating knowledge
   The focus must go beyond writing
    – Facilitating the writing process (which in turn
      facilitates internalization and externalization)
     Managing content
     Organizing content
     Acting as a documentation consultant to help devise
      methods for capturing knowledge
   The Technical Writer may be the only one
    around who understands:
     Styles and standards in a team environment
     Working with very long documents
     Managing large numbers of documents
   The Technical Writer is highly focused on the
    actual content captured in the KM system
   Not as easily distracted with:
     The technology behind the system
     The narrow interests of highly specialized subject
     matter experts (whose unique needs can
     sometimes inadvertently sabotage the grand
     plan)
   The Technical Writer may be the only one really
    thinking about the audience
     Clearly identifying the audience/user
     Understanding the specific question or problem being
      addressed
     Adapting the content to serve as information
      (answering a specific, known question)
     Adapting the content to enable advancement of
      knowledge (to support a future, unexpected question)
   Instead of just slapping content together and
    publishing it
   The Technical Writer asks “people” and
    “workflow” questions that might otherwise
    get overlooked by developers
     Organization/architecture of information
     Writing and review process
     Publication process
      ▪ Simple (one click) or Complex (generate PDF, check
        in/out)
     Archival and versioning process
     Maintenance and update process
Knowledge Management And The Technical Writer
   In addition to being a member of a full-fledged
    KM initiative, the Technical Writer can make a
    difference by volunteering to solve these
    common business challenges:
     Reduce “lost file” syndrome (network folders)
     Improve email productivity (memos, rules)
     Improve writing productivity for non-writers
      (templates)
     Help develop Internal tools
     Write internal communications that help “sell” new
      management initiatives
   Use your normal projects as a showcase for your
    strict attention to best practices
     Content-centric perspective
      ▪ Never forget the audience
      ▪ Adapt content for re-use, rather meeting a one-time need
      ▪ Never let tools distract you from (or compensate for) creating
        good content
     Document management perspective
      ▪ Pay strict attention to basic document conventions
        ▪ File names
        ▪ Versioning
      ▪ Never let tunnel vision from one SME implement changes
        that affect bigger picture
   Knowledge Management has a spotty track
    record, but it is not going away
   In fact, KM is gaining in importance
   To succeed, a KM initiative must focus heavily
    on the people and processes
   The Technical Writer can make a valuable contribution to
    knowledge management projects
     Intense focus on the actual content that is being preserved
     Less susceptible to distractions related to tools and
        technologies
       Less susceptible to distractions from the narrow needs of
        particular SMEs
       Continually monitoring the overall structure of information
       Willing and able to help management craft the communications
        that are critical to achieving buy-in from key players
    •   Acutely aware of basic writing conventions that can make-or-
        break a document
   Finally, the Technical Writer can play a
    significant role in establishing an
    environment in which SMEs can focus more
    of their time on transferring knowledge to
    paper and less time on
    editing, formatting, retrieving, and publishing
    documents
   Koplowitz, R., and Owens, L. “SharePoint: the backbone of your
    information architecture.” KMWorld, June 2009.
   Frappaolo, C. (2006) Knowledge Management.
   Harvard Business School Press (1998), Harvard Business Review on
    Knowledge Management.
   Introduction to Knowledge Management
    <http://www.unc.edu/~sunnyliu/inls258/Introduction_to_Knowledge_Ma
    nagement.html>
   Rumizen, M.C. (2002), The Complete Idiot’s Guide to Knowledge
    Management.
   Snowden, D. (2002), “Complex Acts of Knowing: Paradox and Descriptive
    Self-Awareness”, Journal of Knowledge Management, Vol. 6 No. 2.
   Wilson, T.D. (2002), “The nonsense of ‘knowledge
    management’”, Information Research, Vol. 8 No. 1.
   Wikipedia <http://en.wikipedia.org/wiki/Knowledge_management>

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Knowledge Management And The Technical Writer

  • 3. Knowledge Management Overview  My Perspective on KM as a Technical Writer  KM Initiatives for a Technical Writer (Discussion)  Conclusion  References
  • 5. • Knowledge management is the systematic processes by which knowledge needed for an organization to succeed is created, captured, shared, and leveraged (Rumizen)
  • 6. Knowledge management comprises a range of practices used in organizations to identify, create, represent, distribute and enable adoption of insights and experiences. Such insights and experiences comprise knowledge, either embodied in individuals or embedded in organisational processes or practice. (wikipedia)
  • 7. • Knowledge management is the leveraging of collective wisdom to increase responsiveness and innovation (Frappaola)
  • 8. • KM draws from a wide range of disciplines and technologies • Cognitive science • Expert systems, artificial intelligence and knowledge base management systems (KBMS) • Computer-supported collaborative work (groupware) • Library and information science • Technical writing • Document management • Decision support systems • Semantic networks • Relational and object databases • Simulation • Organizational science • Object-oriented information modeling • Electronic publishing technology, hypertext, and the World Wide Web; help-desk technology • Full-text search and retrieval
  • 9.  1959: Peter Drucker coined the term, “knowledge worker” in his book, Landmarks of Tomorrow.  1966: Philosopher Michael Polanyi defined tacit and explicit knowledge.  1982: Tom Peters and Robert Waterman, Jr., publish In Search of Excellence: Lessons from America’s Best-Run Companies.  Successful organizations share a common set of values and practices  1992: Michael Hammer and James Champy publish Reengineering the Corporation.  Starts business process re-engineering craze  1995: Ikujiro Nonaka published The Knowledge Creating Company.  Popularize Knowledge Spiral model (tacit versus explicit)
  • 10. Late 1990s  Leif Edvinsson became first Chief Knowledge Officer (CKO) of Swedish-based Skandia Corporation  Explosive interest in knowledge management as Internet emerged  Business process re-engineering craze meets headwinds ▪ Re-engineering is a one-time , short-term fix (but shouldn’t be!) ▪ Lots of business knowledge was “let go” in the re-engineering  Most knowledge management post-1995 is to all intents and purposes content management (Snowden)
  • 11. 2000 to present  Technology ferver of 1990s waned quickly  Acute recognition of the chaos and complexity of human organizations  Next generation of panaceas emerge (B2B, Portals, e-learning enterprise content management, information architecture, taxonomies, etc.)
  • 12. • Data: Simple facts • Information: Data used in context to answer a question • Knowledge: Information used to address novel situations for which no direct precedent exists. It is comprehension, understanding, and learning that go on in the mind. We often do not know what we know, until an opportunity arises to employ the knowledge to accomplish something. • “Information management consists of predetermined responses to anticipated stimuli. Knowledge management consists of innovative responses to new opportunities and challenges.” (Frappaola)
  • 13. Explicit knowledge: What we know that can be put to words.  Tacit knowledge: Know- how, judgment, experience, insights, rules of thumb, and skills. Difficult to express, capture, or transmit in any systematic or logical manner.  “We know more than we can tell.” --Michael Polyani
  • 14.  Socialization: transferring tacit knowledge from one person to another  Externalization: making tacit knowledge explicit by people-to-people interaction  Combination: transferring explicit knowledge to explicit knowledge. Making explicit knowledge available to others.  Internalization: Learning through experience, transforming explicit knowledge to tacit knowledge
  • 17. People-to-people People-to-people Technology People-to-people Fits Here!
  • 18. File Server Model  Content Management System Model  SharePoint Information Architecture Model  Microsoft SharePoint is a collection of products and software elements that include Internet Explorer based collaboration functions, process management modules, search modules and a document-management platform.
  • 19. Content is easy to User classifies generate and User Content content by file store; difficult creates stored/shared name and to search and content through file server folder find
  • 20. Manual tagging User uploads Content is cumbersome, User and classifies stored/shared leading to low creates manually using through content user adoption content organizational management locally taxonomy application
  • 21. Search can User leverage IA Content and instantiates Content inherits taxonomy taxonomy content taxonomy with are through no user action inextricably SharePoint UI required linked
  • 22. “KM has fallen victim to a mixture of bad implementation practices and software vendors eager to turn a complex process into a pure technology play. The result: like many a business concept, KM has evolved from a hot buzzword to a phrase that now evokes more skepticism than enthusiasm.” (CIO Magazine, May 2001)
  • 23. T.D. Wilson in his paper, The nonsense of ‘knowledge management’ (2002), notes that most journal articles on knowledge management have these tendencies:  A concern with information technology  A tendency to elide the distinction between ‘knowledge’ (what I know) and ‘information’ (what I am able to convey about what I know)  Confusion of the management of work practices in the organization with the management of knowledge
  • 24. In practice, KM breaks down to two topics:  Management of information  Management of work practices  “The conclusion is reached that ‘knowledge management’ is an umbrella term for a variety of organizational activities, none of which are concerned with the management of knowledge.” (T.D. Wilson)
  • 25. “Knowledge management has been easily dismissed by some as just the latest management fad. Dilbert has lampooned it. Untold software vendors slap the label of KM on their packages and tout miraculous cures for all our knowledge failings. Yet, behind all the jargon and the hype, we find companies engaged in serious efforts to manage their most precious asset—their working knowledge.
  • 26. “Managing knowledge is clearly one of the new fundamentals for success in the new economy. It is a tough job and few organizations do it well. Knowledge management involves many complex organizational issues; simplistic approaches will not work; nor will throwing technologies at people somehow magically make knowledge happen.” (Lawrence Prusak, Executive Director, IBM Institute for Knowledge Management, 2002)
  • 28. My current job:  Lone technical writer in a team of subject matter experts  The team has a strong interest in capturing knowledge  Very limited development resources  Zero budget for content/knowledge mgmt tools  Can only develop solutions using existing tools ▪ Corporate intranet ▪ MS Office suite (Word, Excel, Access)
  • 29. I think that a Technical Writer can make an invaluable contribution to the monumental task of capturing and communicating knowledge  The focus must go beyond writing – Facilitating the writing process (which in turn facilitates internalization and externalization)  Managing content  Organizing content  Acting as a documentation consultant to help devise methods for capturing knowledge
  • 30. The Technical Writer may be the only one around who understands:  Styles and standards in a team environment  Working with very long documents  Managing large numbers of documents
  • 31. The Technical Writer is highly focused on the actual content captured in the KM system  Not as easily distracted with:  The technology behind the system  The narrow interests of highly specialized subject matter experts (whose unique needs can sometimes inadvertently sabotage the grand plan)
  • 32. The Technical Writer may be the only one really thinking about the audience  Clearly identifying the audience/user  Understanding the specific question or problem being addressed  Adapting the content to serve as information (answering a specific, known question)  Adapting the content to enable advancement of knowledge (to support a future, unexpected question)  Instead of just slapping content together and publishing it
  • 33. The Technical Writer asks “people” and “workflow” questions that might otherwise get overlooked by developers  Organization/architecture of information  Writing and review process  Publication process ▪ Simple (one click) or Complex (generate PDF, check in/out)  Archival and versioning process  Maintenance and update process
  • 35. In addition to being a member of a full-fledged KM initiative, the Technical Writer can make a difference by volunteering to solve these common business challenges:  Reduce “lost file” syndrome (network folders)  Improve email productivity (memos, rules)  Improve writing productivity for non-writers (templates)  Help develop Internal tools  Write internal communications that help “sell” new management initiatives
  • 36. Use your normal projects as a showcase for your strict attention to best practices  Content-centric perspective ▪ Never forget the audience ▪ Adapt content for re-use, rather meeting a one-time need ▪ Never let tools distract you from (or compensate for) creating good content  Document management perspective ▪ Pay strict attention to basic document conventions ▪ File names ▪ Versioning ▪ Never let tunnel vision from one SME implement changes that affect bigger picture
  • 37. Knowledge Management has a spotty track record, but it is not going away  In fact, KM is gaining in importance  To succeed, a KM initiative must focus heavily on the people and processes
  • 38. The Technical Writer can make a valuable contribution to knowledge management projects  Intense focus on the actual content that is being preserved  Less susceptible to distractions related to tools and technologies  Less susceptible to distractions from the narrow needs of particular SMEs  Continually monitoring the overall structure of information  Willing and able to help management craft the communications that are critical to achieving buy-in from key players • Acutely aware of basic writing conventions that can make-or- break a document
  • 39. Finally, the Technical Writer can play a significant role in establishing an environment in which SMEs can focus more of their time on transferring knowledge to paper and less time on editing, formatting, retrieving, and publishing documents
  • 40. Koplowitz, R., and Owens, L. “SharePoint: the backbone of your information architecture.” KMWorld, June 2009.  Frappaolo, C. (2006) Knowledge Management.  Harvard Business School Press (1998), Harvard Business Review on Knowledge Management.  Introduction to Knowledge Management <http://www.unc.edu/~sunnyliu/inls258/Introduction_to_Knowledge_Ma nagement.html>  Rumizen, M.C. (2002), The Complete Idiot’s Guide to Knowledge Management.  Snowden, D. (2002), “Complex Acts of Knowing: Paradox and Descriptive Self-Awareness”, Journal of Knowledge Management, Vol. 6 No. 2.  Wilson, T.D. (2002), “The nonsense of ‘knowledge management’”, Information Research, Vol. 8 No. 1.  Wikipedia <http://en.wikipedia.org/wiki/Knowledge_management>