KM 1 – Knowledge and KM Introduction: Knowledge and KM Why is KM increasingly important? Knowledge: practical insights, descriptions and models Masterclass KM – SlideShare contribution, June 2014 http:// de.slideshare.net/HoferAlfeisJ/presentations Dr.-Ing. Josef Hofer-Alfeis Consulting on Knowledge & Innovation Management [email protected]Design: Ron Hofer
The Masterclass Knowledge Management (KM) is a set of six presentations describing and explaining KM via definitions, concepts, instruments and many practical examples, insights, stories and exercises as well as links and references. The material is the result of 25 years of research, consulting of challenging clients, discussions with appreciated peers and communities as well as ten years of lecturing on KM at various universities in Germany and Austria including discussions with many inspiring students. Contents: KM 1 – Knowledge and KM KM 2 – KM Processes 1 KM 3 – Soc.-t. KM Systems 1 / Processes 2 KM 4 – Socio-technical KM-Systems 2 KM 5 – Plan & Control Knowledge & KM KM 6 – KM and Idea / Innovation Mngt.
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KM 1 – Knowledge and KMIntroduction: Knowledge and KMWhy is KM increasingly important?Knowledge: practical insights, descriptions and models
Masterclass KM – SlideShare contribution, June 2014http://de.slideshare.net/HoferAlfeisJ/presentations
Dr.-Ing. Josef Hofer-AlfeisConsulting on Knowledge & Innovation [email protected]
The Masterclass Knowledge Management (KM) is a set of six presentations describing and explaining KM via definitions, concepts, instruments and many practical examples, insights, stories and exercises as well as links and references. The material is the result of 25 years of research, consulting of challenging clients, discussions with appreciated peers and communities as well as ten years of lecturing on KM at various universities in Germany and Austria including discussions with many inspiring students, e.g.: Zeppelin University, Friedrichshafen University of the German Army, Munich University of Applied Science, Munich University of Applied Sciences for Economics and
Management, Munich Donau University Krems, Austria University Augsburg
Contents:
KM 1 – Knowledge and KM
KM 2 – KM Processes 1
KM 3 – Soc.-t. KM Systems 1 / Processes 2
KM 4 – Socio-technical KM-Systems 2
KM 5 – Plan & Control Knowledge & KM
KM 6 – KM and Idea / Innovation Mngt.
Any questions, remarks and ideas for modification or improvement are appreciated – please contact me, see slide „contact“ at the end of the presentations.
Munich, May 2014, Josef Hofer-Alfeis
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 3
Consultancy clients, e.g.kubus IT, Continental, ThyssenKrupp, MunichRe,USEEDS, Roche, o2, Siemens, RHI, Erste Bank
Moderator of the WIMIP Community – 170 KM practitioners in industry / serviceorganizations
Lecturer on KM at University Augsburg and University Tehran (MAKE award program)
Program board member for the Journal of KM and the annual BITKOM KnowTech conference
Leading author of the BITKOM guideline for KM processes
Author‘s introduction – since 1990 consultant,researcher and lecturer in KM and Innovation Management
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 4
245
2014: >260 MM members de.linkedin.com/in/jhaconsult/
Focus: Knowledge - practical insights, descriptions and models
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 8
Knowledge is the capability for effective action
Peter Senge,
President, Society for Organizational Learning
The basic definitions in KM are still an ongoing discussion – some forum discussions to this topic: One Sentence Definition of Knowledge (30 comments, May 2012) http://www.linkedin.com/groupAnswers?viewQuestionAndAnswers=&
Knowledge vs. Information (43 comments, Aug. 2012) http://www.linkedin.com/groupItem?view=&srchtype=discussedNews&gid=89493&item=99140520&type=member&trk=eml-anet_dig-b_pd-ttl-cn&ut=3Qi0paofuyPl81
u“Knowledge“ in KM: a short definition for the practice
uKM is always an inter-disciplinary approach – KM partner disciplines (examples)
Knowledgethe capability for effective action
• individual competencies
• organizational capabilities
• codifiied knowledge /information
Enterprise
Customers, suppliers, partner, ... the worldrelationships ... knowledge
Ideas / Inno-vation opportunities
Patents ... (IntellectualProperty)
Standards,Regulations ...
KM partner:Personnel Development /
Talent Management, „Learning/Training“ …
KM partner:Organizational Development, Process Mngt., Quality Mngt.,
Community Mngt. … Social Networking Organization
KM partner:Information Mngt., Communication,
QM …, Information Services, …
additional KM partners
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 16
various partner disciplines of KM are already active to support, e.g. learning and training, inter-connection by collaboration, information formalizing and distribution,but they are driving a kind of one-dimensional KM
The value added by the meta-discipline KM:
provide models and processes for “orchestrated” solutions across all three types of knowledge carriers: individual, organization and information
evaluate, involve and integrate contributions of the various KM partner disciplines, i.e. combine their solutions to more powerful multi-dimensional approaches
Examples:
Transferring business-critical knowledge to another site of a company
Maturing company-specific knowledge for performance and innovation
KM is a Meta-Discipline – why is it useful?
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 17
Joint KM projects with Personnel Development / Talent Management
Expert Career System based on a Knowledge Strategy Expert Career System enriched by communities of practice Demography-orientiented KM
Joint KM projects with Innovation Management:
Network building for innovation managers and drivers (community of practice) Specific KM support for innovation managers
Collaboration areas for KM and Quality / Process Management:
Avoiding / learning from failure … Lesson-Learned- / Best-Practice-Sharing …
Reuse of product / service knowledge, e.g. via helpdesk „knowledge data bases“
Process modelling / improving … Lesson-Learned- / Best-Practice-Sharing …
Areas of inter-disciplinary collaboration – examples
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 18
KM comprises all management activities, which are concerned with knowledge systematically, goal-oriented and in most cases independent of the knowledge area, i.e. its content.Its objective is to drive for the effective, proficient, networking and learning organization.
my own definiton, for more see D-A-CH-WM-Glossar (in German)http://wm-wiki.wikispaces.com/file/view/D-A-CH_Wissensmanagement_Glossar_v1-1.pdf 2014-05
“Managing as if Knowledge were Important”
Nick Milton, Knoco Ltd.http://www.nickmilton.com/2014/03/managing-as-if-knowledge-is-important.html 2014-05
uKM definition – an approachold corny joke: you are KMer
KM definition: still in many discussions – examplehttp://www.linkedin.com/newsArticle?viewDiscussion=&articleID=136969185&gid=154868&trk=EML_anet_nws_c_ttle-0Rt79xs2RVr6JBpnsJt7dBpSBA
KM – why is it important now?an interplay of many factors …
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 22
Can KM create value? – MAKE dimension 8: Managingenterprise knowledge to generate shareholder/stakeholder value
Develop and deploy an enterprise knowledge-based strategy for increasing shareholder/stakeholder value KM 5
Develop and deploy enterprise knowledge-based programs for increasing shareholder/stakeholder value KM 5
Map and measure knowledge value chains KM 5
Develop and manage knowledge-based value creation MAKE competition
Measure change in enterprise shareholder/stakeholder value
Communicate/report on knowledge-based value creation
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Successfully managing enterprise knowledge yields big dividends.
The 2013 Global MAKE Winners trading on the NYSE/NASDAQ showed
• Total Return to Shareholders (TRS) for the ten-year period 2003-2012 of 22.8% - 2.3 times the average Fortune 500 company median.
• Return on Revenues (ROR) for the 2013 Global MAKE Winners was 12.3% - 3.8 times that of the Fortune 500 ROR median.
• Return on Assets (ROA) for the 2013 Global MAKE Winners was 9.8% - 4.6 that of the Fortune 500 ROA median.
source: Global MAKE report 2013
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 23
Knowledge is the major resource in high-income countriessource: http://www.bloomberg.com/slideshow/2014-01-21/best-countries-for-business-2014.html#slide16 22.01.2014
Focus: Knowledge - practical insights, descriptions and models
• overview and 3D space of knowledge quality• codified knowledge – defined, described, structured: examples• distributed and/or networked knowledge: examples• flat vs. deep knowledge – level of expertise / proficiency: examples• tangibility – explicit vs. implicit or even tacit knowledge: examples
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 28
Design: Ron Hofer
uKnowledge has different holders and specifities
knowledge holder – knowledge specifity
person – education, experiences, abilities, …
organization – distributed and/or networked capabilities in groups
collective: everybody knows it
complementarily connected: the group knows it only together (everybody has only a part of a „puzzle“)
information – codified (defined, described, structured) knowledge = described capability
information = knowledge??not disjunctive, but overlapping sets
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 29
e.g. knowledge abouta process, product, market, …
Example: knowledge holders and knowledge networking in a business knowledge area
expert
documents
files
jointdocuments
joint files
group(community, team,
org. unit, …)
IT-systems
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 30
uKnowledge specifities: dimensions and characteristics useful in KM
content / knowledge area / activity space / topic / theme / … „what are we talking about?“
quality (e.g. in a specific knowledge area) level of expertise level of distributedness and/or
uBasic concepts: 3D knowledge quality space andbasic KM processes improve/adapt knowledge quality
distrib./networkg.
codification exp
ertis
e/pr
ofic
ienc
y
world-classexpert
beginner
skilled &trained
profess’lexpert
in
divi
dual
c
olle
ctiv
e /
co
mpl
emen
tary
Sources: Max Boisot, CIBIT, Siemens, JHA
~head & stomach
~powerpoint
~guideline
~standard
Improve:describe, structure, define
Improve:deepen & detailabstract & enrich
Improve: share/distribute
and network/combine
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 33
unsystematical KM is nothing new in business and private life:
intuitively – personally – semi-professional
biased by one knowledge holder
separately driven by various KM key players* and/or support functions
too much fokused on specific KM instruments or solutions
professional approach:
systematic: KM theory, concepts, processes supported by practical experiences
balanced: all three knowledge holders and their interplaying are incorporated, i.e. balancing the three knowledge quality dimensions for the best joint solution
orchestrated: coordinated proceeding of KM with all involved partner disciplines
taylored: oriented on needs and possibillities of the organization(s. KM 5 Knowledge Strategy, KM-State-and-Needs-Analysis)
uWhy KM as a discipline for ist own? Characteristics for a professional KM approach?
often heard objection: „KM is nothing new!?“
* person, organization, information
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 34
Managing all knowledge holders – example HELIOS Kliniken GmbH „KM in health care – knowledge sharing drives to success“
source: Helios Kliniken internet homepage 2009
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 35
Introduction: Knowledge, KM – and why?
Focus: Knowledge - practical insights, descriptions and models
• overview and 3D space of knowledge quality• codified knowledge – defined, described, structured: examples• distributed and/or networked knowledge: examples• flat vs. deep knowledge – level of expertise / proficiency: examples• tangibility – explicit vs. implicit or even tacit knowledge: examples
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 36
Codified knowledge- examples (1)
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 37
Codified knowledge- examples (2)
17 advices, what to do / not to do with a candlecandle information, March 2014
photo advice, how to dress in foreign cultureIran, May 2014
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 38
room for legal studies in Munich townhall,
May 2014
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 39
Codifying knowledge – example:Expert Debriefing how to make apple strudel
your knowledge about„appropriate apples“?
notes about ingredients
and proceeding
plus video record, e.g.how to tear the dough thin and flat
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 40
Codified knowledge: Lessons Learned / Best Practices in Frequently Asked Questions on battery product page
Focus: Knowledge - practical insights, descriptions and models
• overview and 3D space of knowledge quality• codified knowledge – defined, described, structured: examples• distributed and/or networked knowledge: examples• flat vs. deep knowledge – level of expertise / proficiency: examples• tangibility – explicit vs. implicit or even tacit knowledge: examples
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 44
… imagine, we would make thefollowing two group exercises …
exercise 1 – everybody is on his own:
10 words are read to you
you try to keep them in mind
guess: how many will you remember to write down? *
exercise 2 – we build groups of ten:
15 words are read to the group
every group tries to keep them in mind
guess: how many will you remember to write down as a group? **
• house
• age
• wood
• story
• …
10 / 15words
list
* ty
pica
l res
ult:
5-8
wor
ds |
** 1
3-15
wor
ds
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 45
distributed and collective, e.g. joint language
distributed and complementary = networked – examples:
trivial – but surprising: in this room – who is next with birthday?
real – business-relevant:comprehensive knowledge about products and processes
fictive: in this room we surely could combine ourcomplementary knowledge to create an innovation
real – business-relevant: : collective intelligence / Crowd Intelligence
„Swarm Intelligence“ (many of the same kind with rules for cooperation)
symbiosis (many different complementing to something greater)
example: prediction markets, e.g. estimating the chip price at HP –employees bet anonymiously on the future price of memory chips in six months: <70% improved forecasting compared to usual expert team
uDistributed and/or networked knowledge: examples
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 46
Distributed networkedknowledge: example
Old towns are grown artefactsof distributed networked knowledge: no individual masterplan but the result of networking of many citizens
source: Suedd. Zeitung, 2014-05-12
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 47
Access – MM visitors / month source: WIKIMEDIA / SZ 15 May 2014
started 2001, currently >4,5MM articles in Englisch, >1MM in German, >200k in >1,5MM registered users and an unknown number
Distributed / networking knowledge of medical online consulting: measuring the level of expertise – example source: test 4/2003 (Stiftung Warentest)
similar test assessments: 01/2010 – user evaluation of hotel portals
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 53
Organizational forms with distributed and/or networked knowledge – examples
expert network /Community of Practice
customercompany
product / process knowledge,requested image / brand knowl.
reqirements, ideasfactual image, brand knowledge
businessrelationship
static &dynamicaspects
personal relationship partners
relationship knowledge… joint rituals
specificexpertise
department, project or process team
joint task& context
joint collectiveknowledge area
individualperspective
jointpersp.
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 54
Introduction: Knowledge, KM – and why?
Focus: Knowledge - practical insights, descriptions and models
• overview and 3D space of knowledge quality• codified knowledge – defined, described, structured: examples• distributed and/or networked knowledge: examples• flat vs. deep knowledge – level of expertise / proficiency: examples• tangibility – explicit vs. implicit or even tacit knowledge: examples
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 55
flat vs. deep knowledge – level of expertise / proficiency: examples of measurements reputation in media / expert communities / …
comparison viabenchmarking,
assessments, …
examination results, e.g. school, university, …
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 56
Individual level of expertise: measurement examplesource: test 2/2004 (Stiftung Warentest)
additional similar test assessments:test 04/2008 – gynecologisttest 05/2014 – pharmacists
20 urologists tested(in Germany)
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 57
Introduction: Knowledge, KM – and why?
Focus: Knowledge - practical insights, descriptions and models
• overview and 3D space of knowledge quality• codified knowledge – defined, described, structured: examples• distributed and/or networked knowledge: examples• flat vs. deep knowledge – level of expertise / proficiency: examples• tangibility – explicit vs. implicit or even tacit knowledge: examples
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 58
uBasic concepts: 3D knowledge quality space andbasic KM processes improve/adapt knowledge quality
distrib./networkg.
codification exp
ertis
e/pr
ofic
ienc
y
world-classexpert
beginner
skilled &trained
profess’lexpert
in
divi
dual
c
olle
ctiv
e /
co
mpl
emen
tary
Sources: Max Boisot, CIBIT, Siemens, JHA
~head & stomach
~powerpoint
~guideline
~standard
Improve:describe, structure, define
Improve:deepen & detailabstract & enrich
Improve: share/distribute
and network/combine
tacit … implicit … explicitincreasing level of knowledge codification
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 59
uExplicit and implicit / tacit knowledge*
to make knowledge explicit (externalized)is a question of effort –
theoretically you may even lift an iceberg
Sources: http://eisberg.know-library.net/
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 60
uExplicit and implicit / tacit knowledgeexamples
explicit knowledge – examples
informally articulated:
gossip … talk … discussion …
informally documented:
message … story … report …
formally documented:
FAQ … Lesson Learnt … Best Practice
product / process model
guideline … standard … patent
implicit knowledge (in person /group / information) – examples
not (yet) articulated … hard to articulate / describe … (still) tacit, because no trigger yet
(undocumented) experiences
art, craft, skill, e.g. sailboarding
characteristics, e.g. analytic or design thinking
values
relationship, context understanding
”between the lines” …in “Big Data”*
in artefact ...
*what has to be stocked in walmart stores before a hurricane, besides flashlights, water bottles and boots? strawberry pop tarts and beer http://www.linkedin.com/groups/Knowledge-embedded-in-big-data-77700.S.275624713?trk=group_search_item_list-0-b-ttl&goback=.gna_77700 Oct. 2013
Recommended KM Sources Dr.-Ing. Josef Hofer-Alfeis, 2014
BOOKS:
Hofer-Alfeis, J.: Entwicklung und Umsetzung einer Wissensstrategie. In: Pircher, R. (Hrsg.): Wissensmanagement, Wissenstransfer, Wissensnetzwerke - Konzepte, Methoden und Erfahrungen. Publicis Publishing Books, new edition 2013
Boisot, Max H.: Managing Knowledge Assets – Securing competitive advantage in the information economy. New York: Oxford University Press, 1998, ISBN: 0-19-829607-X
Learning to fly: practical knowledge management from leading and learning organisations – Nov 2004, Chris Collison, Geoff Parcell, ISBN: 1841125091
Doz, Yves, et al: From Global to Metanational. Harvard Business School Press, 2001. ISBN: 0-87584-870-2
Davenport, T. H., Probst, G.: Knowledge Management Case Book. Publicis Corp. Publishing ,2002. ISBN: 3895781819
Auer, T.: ABC der Wissensgesellschaft, Doculine-Verlag D-72766 Reutlingen, ISBN 978-3-9810595-4-0
JHAs 30 InnoLinks (regularily updated) http://delicious.com/hoferalfeisj/jhas-30-innolinks Important discussion forums for KM & Innovations Mngt. (selction):
http://delicious.com/hoferalfeisj/top_-_innom_-_wm_-_ foren
Journal of Knowledge Management (Fokus Forschung; englisch)
KM Review (Fokus Anwendung; englisch) http://www.melcrum.com/products/journals/kmr.shtml
COMMUNITIES OF PRACTICE / BODIES:
WIMIP – Community der KM Practitioners https://www.xing.com/net/wimip
Ges. für WM (GfWM); mit WM-Stammtischen zum Erfahrungsaustausch in vielen Städten,z.B. gfwm-regional München: http://www.gfwm.de/group/121
BITKOM ArbKreis Knowledge Management, organisiert die jährl. KnowTech-Konferenz
PAPERS, BOOK CONTRIBUTIONS, PRESENTATIONS FROM JHA: Improving Knowledge Management for Service Organizations, Munich Re,
Communities Meeting, Hohenkammer 2014
Wissensmanagement mit Twitter, gfwm-Knowl-edgeCamp, Karlsruhe, 2012, and more http://de.slideshare.net/HoferAlfeisJ/wissensmanagement-mit-twitter?from=new_upload_email
Hofer-Alfeis, J.: Wissensmanagement und Personalmanagement‑ Synergien, Projektbeispiele und Erfahrungen ‑ In: KnowTech Konferenzband 2011, www.knowtech.net
~: Firmeninterne Vernetzung und Zusammenarbeit der Innovations-Manager und –Haupttreiber. Und: Wissensvernetzung von Firmen und externen Forschern/Interessierten für Technologie-Innovation – „Technologie-Innovations-Communities“ gfwm-KnowledgeCamp, Potsdam, 17.9.2011, http://knowledgecamp.mixxt.org/networks/files/folder.10675
Hofer-Alfeis, J.: The Leaving Expert Debriefing to fight the retirement wave of the ageing workforce. Int. J. Human Resources Development and Management, Vol. 9, Nos. 2/3, 2009
~: Lässt sich der wirtschaftliche Erfolg von Wissensmanagement überhaupt nachweisen? Keynote zum Workshop " WIEM 2009 - Messen, Bewerten und Benchmarken des wirtschaftlichen Erfolgs von WM, WM2009, Solothurn
~: Das virtuelle Aktivitätstal bei sozialen Netzwerken - Diagnose und Therapie ‑ In: KnowTech Konferenzband 2008, www.knowtech.net
~: KM solutions for the Leaving Expert issue. JOURNAL OF KNOWLEDGE MANAGEMENT j VOL. 12 NO. 4 2008, pp. 44-54,
~: Was leistet WM? Wissensmanagement, Heft 1/2008, S. 38-39;
~, Keindl, K.: Die Prozess-Systematik im Unternehmenseinsatz. Wissensmanagement, Heft 2/2008, S. 38-39
~, Keindl, K. und BITKOM Ak KEM: BITKOM Leitfaden WM-Prozess-Systematik, 2007, http://www.bitkom.org/de/publikationen/38337_45785.aspx
~: Mehrwert und Zukunft von Wissensmgt. liegen im trans-disziplinären Vorgehen. In: KnowTech Konferenzband 2005, www.knowtech.net
~: Effective Integration of KM into the Business Starts with a Top-down Knowledge Strategy. J. of Universal Comput. Science, vol. 9, no. 7 2003, 719-728