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Albert Simard
Defence R&D Canada
Presented to
Knowledge Strategy Exchange Network
Toronto, ON May 13-14, 2013
New Approaches to Knowledge
Management (part 2)
The Knowledge Management Dichotomy
Structured Approach:
Systems and Technology
Unstructured Approach:
Social Interactions
Knowledge Services Architecture
Semi-
structured
TechnologyStructured
Work Processes
Social
StructuresUnstructured
Knowledge-Based
Products & Services
Outline
Organization
Architecture
Social Interaction
Sharing
Collaboration
Negotiation
Competition
Organizational Structure
Manage
InterfaceContent
Research
Social
Structure
CommonWork
Technology
support
Governance
context
Organization
Knowledge Work (DRDC)
Governance
Monitoring
Intelligence
Needs
Priorities
Establishment
Programs
Services
Acquire
Create
Develop
Mobilize
Learn
Report
Integration
Innovation
Mitigation
Advice
Adaptation
Clients
DND
(management)
(R & D)
Organization
Vertical Knowledge Flow
Organization
National Defence,
National Security,
Public Safety
Markets
Resources
Government
Application
Stock
Flow
Defence
R&D
Canada
Creation
Assets
Sharing
Work
Transfer
Infrastructure
Collaboration
Unstructured
Structured
Organizational Knowledge Flow
Creation Validation
OrganizationAuthorization
Organization
Knowledge Manageability
Management
levels
Authoritative
Hierarchy
Organizational
Infrastructure
Negotiated
Agreement
Responsible
Autonomy
Transfer Direction Products &
Services
Exchange Knowledge
markets
Work Mandate Process Agreement Self-interest
Collaboration Assignment Representation Partnership Participation
Sharing Vertical Horizontal Community Network
Assets Embed Sole IP rights Joint IP rights Open source
Infrastructure Authoritative Standardized Connective Enabling
Management Regimes
Organization
Outline
Organization
Architecture
Social Interaction
Sharing
Collaboration
Negotiation
Competition
Three Pillars of Knowledge Work
Technology
Processes
SocialStructures
Architecture
Technological Support
Telephony
Video conferencing
E-mail
Chat rooms
Bulletin boards
On-line forums
Web portal
Sharing sites
Collaboration sites
Expertise locator
Blogs, microblogs
Wikis
Architecture
Social Structures
Social Context
Individual attitudes (trust, values, beliefs)
Individual behavior (participation, sharing, voluntarism)
Interpersonal relationships (trust, safety, equality)
Organizational culture (norms, expectations, practices)
Social Interactions
Sharing (leveraging, passive, moderate trust)
Collaboration (peer production, partnership, high trust)
Negotiation (agreement, adversarial, nominal trust)
Competition (victory, aggressive, no trust)
Architecture
Work-Flow Processes
Linear
Hub and Spoke
Architecture
Parallel
Feedback /
Bypass
Branch Circular
Knowledge Services Architecture Hierarchy
Reference Architecture
Work
Organization
Specific Architecture
Function
(Meta View)
(View)
(Sub View)
Architecture
Knowledge Infrastructure
People
learning, motivation,
rewards, incentives,
staffing, skills
Content,
Services
data, risk analysis,
reports, monitoring,
operations, policies
Tools
systems to
capture, store,
share, and
process content
Architecture
roles, responsibilities,
authorities, resources
Governance
work routines
lessons learned,
best practices,
Processes
Architecture - Core Model
Who
Work
(What)
Input Output
Service
(How)
When
Where
Need
(Why)
Schedule
No schedule
Physical space
Cyberspace
Architecture
Zachman (1987)
Rudyard Kipling (1902)
User-Centric Architecture
Tools that are easy and intuitive use.
System interfaces that can be customized.
Systems that help people do their work.
Content that is easy to find and access.
Work processes that facilitate knowledge flow.
Knowledge flow that is primarily horizontal.
Diversity and flexibility are encouraged.
The architecture promotes desired behavior.
System architecture plays a key roll in individual
behavior, group dynamics, and cultural norms.
User-centric design can double employee participation
Architecture
Outline
Organization
Architecture
Social Interaction
Sharing
Collaboration
Negotiation
Competition
Social Interaction Framework
Competition
defence or victory
aggressive approach
no trust
secretive, hostile
Goals
Compatible Conflicting
Interests
Mutual
Autonomous
Collaboration
peer production
partnership approach
high trust
diverse, synergistic
Negotiation
mutual agreement
adversarial approach
nominal trust
structured, formal
Sharing
leverage knowledge
passive approach
moderate trust
benign, supportive Sports
Business
Military
Purchasing
Contracts
Merger
Conversation
Posting
Publication
Work Group
Community
Network
Sharing Attributes
Exchange content
Incentives and motivation
Trust and safety
Organizational culture
Content security
Individual privacy
Different expertise
Control and hoarding
Large distances
Different languages
(Autonomous interests, compatible goals)
Sharing Overview
Share
Provide
Incentives
Time & Place
Technology
Interact
Explicit tacit
Content
Access
Shared
Content
Social Structure
Technology
Input/Output
Sharing Explicit Content
Explicit
Content
Shared
Content
Provide
Incentives
engagement
motivation
compliance
reciprocity
Provide
Content
e-mail
publishing
distribution
content repository
metadata template
Retrieve
Content
web browser
web portal
content repository
search engine
help desk
Work Service
network
permission
interoperability
awareness
Enable
Access
Interact
telephone
meeting
collaboration
e-mail Social Structure
Technology
Input/Output
Service Framework for Sharing Explicit Content
Work Person / Group Input / Output Services
Provide Incentives manager, leader existing content /
sharing environment
engagement, motivation,
compliance, reciprocity
Provide Content provider, author, owner,
holder
available content e-mail, publishing,
distribution,
content repository,
metadata template
Enable Access content manager,
content security,
communicator,
network manager
accessible content network, permission,
interoperability,
awareness
Retrieve content repository manager,
application specialist,
content manager,
facilitator
transferred content web browser & portal,
content repository,
search engine, help desk,
facilitation
Interact provider, author,
recipient, user
recipient understanding,
capacity
telephone, e-mail,
meeting space,
collaboration site
Sharing Tacit Knowledge
Tacit
Knowledge
Shared
Knowledge
Provide
Incentives
engagement
motivation
compliance
reciprocity
Provide
Place
Technology
Support
Interact
meeting space
workshop
conference
site visit
classroomtelephone
on-line forum
group apps.
e-mail
web portal
expertise directory
collaboration site
social network apps.
conversation
after action review
capturing
extraction
advising
teaching
storytelling
demonstrating
presenting
mentoring
Work Service
Social Structure
Technology
Input/Output
Service Framework for Sharing Tacit Knowledge
Work Person / Group Input / Output Services
Provide Incentives manager, leader,
knowledge holder
tacit knowledge /
willingness to share
engagement,
motivation, compliance
Provide Place manager, facilitator,
coordinator
physical place, time facilities, scheduling
Technology Support network manager,
application specialist,
facilitator,
coordinator
connectivity,
digital site
telephone, e-mail,
on-line forum,
web portal,
expertise directory,
collaboration site,
social network apps.,
facilitation
Interact knowledge holder,
recipient, facilitator
shared knowledge conversation, dialogue,
after-action review,
capturing, teaching,
storytelling,
demonstrating,
presenting, mentoring
Collaboration Attributes
Synergy and joint production
Dialogue, conversations in groups
Sharing, exchanges among peers
Candor, freedom of expression
Trust, safety, honesty
Transparency, openness
Agreed rules of conduct
Diversity, flexibility, outliers
Equality, meritocracy of ideas
Collective, not individual benefit
(Mutual interests, compatible goals)
Collaboration Overview
Social
Context
Knowledge
Transformation
Technology
Support
Organizational
Work
Decision
Collaborate
Social Structure
Technology
Input/Output
Collaboration - Social Context
Organizational
Work
engagement
counseling
feedback
human resources
Work ServiceCollaborate
motivation
compliance
engagement
human resources
rules & norms
guidance
facilitation
support
Influence
Attitudes
Affect
Behavior
Foster
Relationships
Evolve
Culture
formation
change
org. learning
enjoyment
candor
openness
ethics
altruism
participation
commitment
involvement
creativity
trust & safety
equality
meritocracy
synergy
diversity
flexibility
freedom
learning
transparency Social Structure
Technology
Input/Output
Collaboration - Technology Support
Organizational
Work
Collaborate
Group Site
User Access
Connectivity
Security
architecture
server, site
expertise directory
search engine
content repository web portal
user interface
help files & desk
trainingInternet
Intranet
LAN & WAN
access control
network security
content security
Work Service
Operation
installation
maintenance
upgrades
recovery Social Structure
Technology
Input/Output
Negotiation Attributes
Reaching an agreement
Debate and discussion
Positions and interests
Bargaining and compromise
Proposal and response
Attempt to establish trust
Win/win vs. win/loose
(Mutual interests, conflicting goals)
Negotiation Overview
Preparation
Bargaining
Organization
Negotiate
Agreement
Social Structure
Technology
Input/Output
Negotiation - Preparation
decision
office app.
template
Goals
agreement
relationship
strategy
collaboration
decision
Interpret
values
options
intelligence
analysis app.
Establish
Position
alternatives
possibilities
collaboration
office app.
briefing template
Compile
Content
context
situation
monitoring
sharing
web portal
search engine
Revise
position
Negotiate
Preliminary
Analysis
Recommend
Position
decision support
analysis tools
out
Work Service
Social Structure
Technology
Input/Output
Negotiation - Bargaining
Social Structure
Technology
Input/Output
deception
ethics
emotions
distrust
embarrassment
negotiation service
content mgt.
Position
questions
assumptions
unknowns
uncertainty
Identify
Counter
Power
Influence
Benefits
coalition
leverage
attack
threats
multiple issues
expansion
total benefits
contingency
losses & gains
momentum
justification
references
concessions
Revise
position
Organization
new
information
?
important
no
routine
Conclude
negotiation service
office app.
agreement template
Work Service
Competition Attributes
Victory, gain, or defence
Act, sense, and respond
Speed of analysis and action are critical
No trust, secretive, misleading actions
Rules: dominant, important, minimal
Ongoing process, requires recurring analysis
(Autonomous Interests, conflicting goals)
Competition Overview
Compete
Decision
Intelligence
Action
Monitor
Outcomes
Adapt
End
Social Structure
Technology
Input/Output
Competition - Intelligence
Social Structure
Technology
Input/Output
usable
multi-media
evaluated
accessible
secure
Acquire
Organize
Analyze
public
non-public
SWOT
competition
mental models
present activity
human factor
soft info.
integration
collection repository
content management
content acquisition
knowledge mobilization
Synthesize
Response futures analysis
analysis apps.
statistical apps.
Direction
Action
Identify
Actions
synthesis apps.
systems analysis
expertise
collaboration
scenario analysis
gaming
Work Service
Competition - Action
Adapt
analysis apps.
synthesis apps.
Document
Store
Recommend
Authorize
Outcome
yes
no
decision
Monitor
content acquisition
knowledge mobilization
intelligence repository
office apps
template
Intelligence
Victory/
Defeat
Learn org. learning
Evaluate after-action review
Social Structure
Technology
Input/Output
Main Messages
Knowledge work is performed
by people in a context of social
and technological structures.
Social interaction involves
mutual or autonomous
interests as well as compatible
or conflicting goals.
Knowledge management must
consider all of these contexts.
albert.simard@drdc-rddc.gc.ca
New Approaches to Knowlege Management (part 2)

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New Approaches to Knowlege Management (part 2)