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IRMSTRATEGIES
IRMSTRATEGIES FOCUS ON PEOPLE




                                   MANAGING KNOWLEDGE:
                                   INFORMATION TO THE POWER OF PEOPLE
                                   If Tom Peters is correct in saying that the currency of      success. Building a knowledge-focused business
                                   the 21st Century is knowledge, then any business             is, simply, good management.
                                   with an eye to the future needs its staff to invest in
                                                                                                     A timely balance between the competing
                                   that currency. And companies need to create the
                                                                                                interests of quality, risk, compliance and innovation
                                   kind of environment and culture in which employees
                                                                                                is key. Worry less about media and more about
                                   make that choice.
                                                                                                meaning and value. Think about what information
                                       People gain knowledge through lessons learned            could be captured to reveal potential, as well as
                                   from experience. With an unconscious ownership of            actual past performance.
                                   the knowledge they use, they may share it,
                                                                                                     Develop the capabilities of people and current
                                   appropriately or not. They may not share it at all.
                                                                                                technologies to leverage the information that is
                                         Knowledge management is not a theoretical fad.         already captured in existing systems. When
                                   It has little value unless it can be put it into practice.   technology supports people who create and
                                   It is not a matter of directing staff to start sharing. It   reference authentic, reliable records, it is the best of
                                   is not a matter of buying a technology “solution”.           both worlds.
                                   Knowledge is a resource, an aspect of corporate
                                                                                                    The business can know what it knows. It can
                                   intellectual capital that is put to use every day,
                                                                                                defend its actions. It can learn, build capacity for
                                   effectively or not, through the observable behaviours
                                                                                                growth, innovation and achievement.
                                   of people on the job.
                                                                                                      It can truly put its knowledge into practice.
                                      Successful managers know that harvesting the
                                   knowledge of a willing workforce is key to business
                                  IRM Strategies - China	         	   	                         IRM Strategies - Thailand	
                                  39/F One Exchange Square	       T	 +852 3101 7359	            29/F Offices@Centralworld	     T	 +66 (0) 2207 2530
                                  8 Connaught Road, Central	      F	 852 3101 7350	             999/9, Rama I Road 	          T	 +66 (0) 2207 2626
                                  Hong Kong SAR, PRC E 	          info@irmstrategies.com	       Bangkok 10330, Thailand 	     E 	 info@irmstrategies.com
                                  	

   © 2009 Information Resource Management (IRM) Strategies. All rights reserved. 
                                                     irmstrategies.com
IRMSTRATEGIES FOCUS ON EXPERTISE   The leading edge
                                   practically applied
                                   Put a practical focus on delivering results
                                   together with leading edge concepts and
                                   a total of over 40 years of wide-ranging
                                   experience, and you have a powerful
                                   combination.

                                        IRM Strategies combines the broad
                                   backgrounds of its principals in a niche
                                   consultancy that is more a trusted
                                   partner than an outsourced service
                                   provider.

                                        Directors at IRM Strategies have
                                   experienced almost everything possible
                                   on the client side of the table. That
                                   awareness informs our work, supporting
                                   decision makers who face challenging
                                   issues that call for a roadmap and
                                                                                 John James O’Brien                           Robert Tornack
                                   competent support in taking action.
                                                                                 John brings over 20 years’ experience        Robert is a seasoned leader of large
                                        Engagements may involve our                                                           scale governance and service delivery
                                                                                 managing multimedia information
                                   principals in projects with your teams in a                                                transformation initiatives (USD millions).
                                                                                 resources for risk and cost savings.
                                   model that builds sustainable capacity
                                   within your business. Place us on retainer        His experience includes projects of           He brings more than 20 years of
                                   for advisory support for strategy and         large scope (USD millions, 500+ offices)      expertise in informatics and outcome-
                                   transformation planning. Join us in onsite    involving enterprise-wide analysis and       based performance management applied
                                   and online learning.                          audit, mergers, outsourcing, institutional   in multi-disciplinary business and
                                                                                 closures, litigation response, e-records     professional environments, from concept
                                                                                 systems requirements, program design         development through implementation to
                                                                                 and evaluation in a variety of contexts.     evaluation.

                                                                                      He represents Asia on the ARMA               As administrator of three hospitals,
                                                                                 International Relations Committee, is        he integrated organizational systems to
                                                                                 former Government Records Services           close a 300 bed facility while maintaining
                                           Bunginji                              Director, HKSARG, past President,            quality services during patient relocation.
                                           Learning          Tree                Institute of Certified Records Managers       A seasoned practitioner with senior level
                                                                                 and Executive Board Member, Hong             experience, his approach delivers
                                       IRM Strategies invests significantly in    Kong Knowledge Management Society.           strategic results that work practically on
                                   continuous learning. Our principals meet                                                   the ground.
                                                                                     John has lectured at the University
                                   regularly with thought leaders, academics     of Hong Kong, Hong Kong Polytechnic               Robert is an Adjunct Assistant
                                   and consultants world-wide. A broad           University. University of Victoria, and      Professor in the School of Health
                                   network of corporate. government and          Camosun College. He is developing            Information Science at the University of
                                   non-profit business leaders, paired with       courses for the Bunginji Learning Tree,      Victoria, Canada.
                                   personal experience, keeps the focus on       IRM Strategies’ Online Learning Centre.
                                   practical results. We guarantee it!


                                                                                 Hong Kong based
                                                                                 International in reach
                                                                                 IRM Strategies is headquartered in Hong Kong and is available world-wide. We use the
                                                                                 latest technologies, virtual teams and space for maximum flexibility to meet our needs—
                                                                                 and yours.

                                                                                     In 2009 will expand our international focus to build upon involvement in the ARMA
                                                                                 International Relations Committee and forums such as the World Bank sponsored
                                                                                 Intellectual Capital for Nations, States and Communities held in Paris. IRM Strategies is
                                                                                 a professional development resource for Demos Group in Beijing and Shanghai.
                                    IRM Strategies is a Hong Kong registered
                                    consultancy introducing innovative              Current projects include development of a graduate level course for the health sector
                                    solutions to Asia and beyond.                and development of an institute to ground recognition of the RIM profession in Asia.


             © 2009 Information Resource Management (IRM) Strategies. All rights reserved. 
                                                            irmstrategies.com
IRMSTRATEGIES FOCUS ON KNOWLEDGE




                                                                                                                                                 IRM Strategies



                                    Our Philosophy is
                                    STRAIGHTFORWARD
                                             People are key: solutions that do not work                   Information is both an asset and a liability—
                                             for people will not work for business.                       whether locked inside people or recorded in
                                                                                                          multimedia “containers”. It is the life-blood of
                                             Knowledge is grown by integrating human
                                                                                                          business, the source of corporate knowledge.
                                             experience and recorded information—
                                             informatics finds the meaning in data and puts               Technology enables knowledge-focused business
                                             it to use in technology enabled environments.               for risk, compliance and learning management.

                                        Harness and protect the power of your corporate memory. IRM Strategies applies specialized knowledge to
                                        assess your organizational context and practices, partnering with senior management and your teams for
                                        sustainable results. We bridge user and technical teams for strategic and tactical solutions that build capacity.


                                    Key services
                                        Readiness Assessment                                             Informatics Audit
                                        Evaluate the current state of knowledge and                      Review the effectiveness of data collection and use
                                        information resource management.                                 to identify system functionality and workforce
                                                                                                         learning needs for improved decision making and
                                        Standards & Process Compliance Audit
                                                                                                         defensible, quality outcomes.
                                        Examine business processes for evidence of
                                        conformity to relevant industry and international                Innovation & Learning Capacity
                                        standards to ground recommendations for                          Assess workplace culture and practices to ground
                                        correction and improvement.                                      competency development, continuous learning and
                                                                                                         innovation capacity. Develop programs to meet
                                        Records Management
                                                                                                         needs and construct new knowledge.
                                        Manage evidence of corporate decision making and
                                        action that is captured in multiple media.                       Organizational Development
                                        Establish comprehensive governance and practices                 Strengthen governance and human resource
                                        for systematic management of access, use,                        management within a collaborative, knowledge
                                        protection, sharing, retention and disposition of                valuing culture on an agreed path of change. Build
                                        recorded information resources.                                  a competency-based performance management
                                                                                                         framework.
                                        Education & Training
                                        Methods draw from the Harvard Business School’s ongoing study into learning effectiveness to demand more
                                        from students—and teachers. Courses, workshops and facilitated Agora sessions are available onsite or online.



                                     TRANSITION THROUGH-LINES	        KNOWLEDGE TO BRING LEARNERS THROUGH TO THE NEXT LEVEL:WHAT IS TO BE KNOWN AFTER LEARNING?


                                     GENERATIVE TOPICS	               CENTRAL IDEAS AND RESOURCES TO HOLD THE INTEREST FOR STUDY FROM MANY ANGLES


                                     GOALS FOR UNDERSTANDING
         KSAS TO BE GAINED, EXPRESSED AS “LEARNERS WILL UNDERSTAND…” OR “LEARNERS WILL BE ABLE TO…”


                                     PERFORMANCE OF UNDERSTANDING	    DEMONSTRATED THROUGH ACTION IN THE EXPLORATORY, FORMATIVE AND SUMMATIVE STAGES OF LEARNING


                                     ONGOING ASSESSMENTS	             EVALUATION AGAINST PUBLIC CRITERIA WITH STATUS REPORTS, MEANS AND OPPORTUNITY TO IMPROVE




                                   © 2009 Information Resource Management (IRM) Strategies. All rights reserved. 
                               irmstrategies.com
IRMSTRATEGIES FOCUS ON LEARNING



                                                                                                                                       IRM Strategies



                                  The Currency of the 21 st Century
                                  KNOWLEDGE
                                  And like money in a pocket, it can walk out the door.              The best and most available source of knowledge
                                                                                                     is already at hand: your teams, your customers
                                  Hewitt Asia reported a cross sector employee turnover
                                  rate of 16% for 2007, with 26% in the banking and                  People take ownership of the knowledge they build
                                  finance sectors. That’s a loss in expertise, knowledge
                                                                                                     and choose to invest it in your success—or not
                                  and productivity. Work-life balance is increasingly
                                  important to knowledge workers, even more than                     Learning organizations create an environment in
                                  higher pay. Increasingly, staff want more than money.
                                                                                                     which people want to invest
                                  Learning organizations value their knowledge
                                                                                                     Learning organizations invest in the transition from
                                  resources: people and the information they receive,
                                  create, use, share and keep to conduct business.                   command and control to knowledge-focused,
                                                                                                     evidence-based practices for provable results
                                  They are guided by the following four insights.



                                  Underpinning the knowledge focused
                                  business are three management disciplines
                                                                                                Organizational Development
                                                                                                Organizational development to build a knowledge
                                                        OD                                      aware culture and competencies for leveraging
                                                                                                capacity.

                                                                                                Recorded Information Management
                                                                                                Strategic management of information assets and
                                                                                                liabilities recorded in multiple media for business
                                                        KM                                      continuity; risk, compliance and quality management;
                                                                                                accountability and defensible practices.

                                          ICT                         RIM                       Information and Communication Technologies
                                                                                                Transition from gateway to enabler through a range of
                                                                                                technologies that support multimedia collaboration and
                                                                                                knowledge building while maintaining the reliability of
                                                                                                transaction processes for compliance and response to
                                                                                                litigation.

                                  As the daily habits of personal life shift toward SMS, IM, blogs and more, so the practices of business are changing.
                                  Offering value as communication and collaboration tools, these and other applications are gradually, sometimes
                                  unexpectedly, moving into corporate space. Ease of access and rich functionality available to workers outside the
                                  intranet can mean the transfer of knowledge beyond corporate control.

                                  IRM Strategies’ proprietary KLARIS™ PENDING model is the foundation for governance and a knowledge focused,
                                  information-protection aware culture, key to harvesting collective intelligence and mitigating risk.

© 2009 Information Resource Management (IRM) Strategies. All rights reserved. 
                                                        irmstrategies.com
IRMSTRATEGIES FOCUS ON BUSINESS




                                                                                                                         IRM Strategies


                                  Knowledge Engagements
                                  Representative Clients
                                              Readiness assessment and implementation roadmap for transition to electronic
                                              health services for 700 practitioners in a multi-disciplinary, multi-cultural context


                                              Assessment and advisory consultation to identify knowledge sharing potential
                                              and risks inherent in Web 2.0 and mapping of business needs and knowledge
                                              content, recommendations on a way forward using technology already in place


                                              Discovery and Analysis and Recommendation Report for enhanced information
                                              protection practices in support of strategic and tactical planning



                                              Graduate level course design and development focused on Knowledge
                                              Management in Health Care; implementation projected for 2009/10 cohort



                                              Research, development and delivery of a recorded internet seminar for the
                                              10,000 member professional association for records managers; facilitation of a
                                              live post seminar session for an international audience.

                                              Needs analysis; privacy/access compliance review; ground up policy and
                                              program development for managing corporate information resources in multiple
                                              media; taxonomy design; project management and executive coaching
                                                                             * as Interactive Strategies, Inc., British Columbia registration

                                              Education services in graduate and undergraduate programs in information
                                              management disciplines; sponsoring organization: ICKM 2009


                                              Industry training on management of storage facilities for preservation of
                                              corporate record holdings stored in tropical climates for members of the
                                              premier storage industry trade association world-wide.


                                              Knowledge management framework and implementation roadmap; operations
                                              and training manual development and implementation; expansion planning



                                              Curriculum development in recorded information management and education
                                              services in knowledge and records management; sponsoring organization
                                              KMAP 2006; K 2.0 Workshop, Knowledge Management Resource Centre


                                              Interactive management level workshop design and delivery in both knowledge
                                              and recorded information management specializations



        © 2009 Information Resource Management (IRM) Strategies. All rights reserved. 
                                   irmstrategies.com

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IRM Strategies

  • 1. IRMSTRATEGIES IRMSTRATEGIES FOCUS ON PEOPLE MANAGING KNOWLEDGE: INFORMATION TO THE POWER OF PEOPLE If Tom Peters is correct in saying that the currency of success. Building a knowledge-focused business the 21st Century is knowledge, then any business is, simply, good management. with an eye to the future needs its staff to invest in A timely balance between the competing that currency. And companies need to create the interests of quality, risk, compliance and innovation kind of environment and culture in which employees is key. Worry less about media and more about make that choice. meaning and value. Think about what information People gain knowledge through lessons learned could be captured to reveal potential, as well as from experience. With an unconscious ownership of actual past performance. the knowledge they use, they may share it, Develop the capabilities of people and current appropriately or not. They may not share it at all. technologies to leverage the information that is Knowledge management is not a theoretical fad. already captured in existing systems. When It has little value unless it can be put it into practice. technology supports people who create and It is not a matter of directing staff to start sharing. It reference authentic, reliable records, it is the best of is not a matter of buying a technology “solution”. both worlds. Knowledge is a resource, an aspect of corporate The business can know what it knows. It can intellectual capital that is put to use every day, defend its actions. It can learn, build capacity for effectively or not, through the observable behaviours growth, innovation and achievement. of people on the job. It can truly put its knowledge into practice. Successful managers know that harvesting the knowledge of a willing workforce is key to business IRM Strategies - China IRM Strategies - Thailand 39/F One Exchange Square T +852 3101 7359 29/F Offices@Centralworld T +66 (0) 2207 2530 8 Connaught Road, Central F 852 3101 7350 999/9, Rama I Road T +66 (0) 2207 2626 Hong Kong SAR, PRC E info@irmstrategies.com Bangkok 10330, Thailand E info@irmstrategies.com © 2009 Information Resource Management (IRM) Strategies. All rights reserved. irmstrategies.com
  • 2. IRMSTRATEGIES FOCUS ON EXPERTISE The leading edge practically applied Put a practical focus on delivering results together with leading edge concepts and a total of over 40 years of wide-ranging experience, and you have a powerful combination. IRM Strategies combines the broad backgrounds of its principals in a niche consultancy that is more a trusted partner than an outsourced service provider. Directors at IRM Strategies have experienced almost everything possible on the client side of the table. That awareness informs our work, supporting decision makers who face challenging issues that call for a roadmap and John James O’Brien Robert Tornack competent support in taking action. John brings over 20 years’ experience Robert is a seasoned leader of large Engagements may involve our scale governance and service delivery managing multimedia information principals in projects with your teams in a transformation initiatives (USD millions). resources for risk and cost savings. model that builds sustainable capacity within your business. Place us on retainer His experience includes projects of He brings more than 20 years of for advisory support for strategy and large scope (USD millions, 500+ offices) expertise in informatics and outcome- transformation planning. Join us in onsite involving enterprise-wide analysis and based performance management applied and online learning. audit, mergers, outsourcing, institutional in multi-disciplinary business and closures, litigation response, e-records professional environments, from concept systems requirements, program design development through implementation to and evaluation in a variety of contexts. evaluation. He represents Asia on the ARMA As administrator of three hospitals, International Relations Committee, is he integrated organizational systems to former Government Records Services close a 300 bed facility while maintaining Bunginji Director, HKSARG, past President, quality services during patient relocation. Learning Tree Institute of Certified Records Managers A seasoned practitioner with senior level and Executive Board Member, Hong experience, his approach delivers IRM Strategies invests significantly in Kong Knowledge Management Society. strategic results that work practically on continuous learning. Our principals meet the ground. John has lectured at the University regularly with thought leaders, academics of Hong Kong, Hong Kong Polytechnic Robert is an Adjunct Assistant and consultants world-wide. A broad University. University of Victoria, and Professor in the School of Health network of corporate. government and Camosun College. He is developing Information Science at the University of non-profit business leaders, paired with courses for the Bunginji Learning Tree, Victoria, Canada. personal experience, keeps the focus on IRM Strategies’ Online Learning Centre. practical results. We guarantee it! Hong Kong based International in reach IRM Strategies is headquartered in Hong Kong and is available world-wide. We use the latest technologies, virtual teams and space for maximum flexibility to meet our needs— and yours. In 2009 will expand our international focus to build upon involvement in the ARMA International Relations Committee and forums such as the World Bank sponsored Intellectual Capital for Nations, States and Communities held in Paris. IRM Strategies is a professional development resource for Demos Group in Beijing and Shanghai. IRM Strategies is a Hong Kong registered consultancy introducing innovative Current projects include development of a graduate level course for the health sector solutions to Asia and beyond. and development of an institute to ground recognition of the RIM profession in Asia. © 2009 Information Resource Management (IRM) Strategies. All rights reserved. irmstrategies.com
  • 3. IRMSTRATEGIES FOCUS ON KNOWLEDGE IRM Strategies Our Philosophy is STRAIGHTFORWARD People are key: solutions that do not work Information is both an asset and a liability— for people will not work for business. whether locked inside people or recorded in multimedia “containers”. It is the life-blood of Knowledge is grown by integrating human business, the source of corporate knowledge. experience and recorded information— informatics finds the meaning in data and puts Technology enables knowledge-focused business it to use in technology enabled environments. for risk, compliance and learning management. Harness and protect the power of your corporate memory. IRM Strategies applies specialized knowledge to assess your organizational context and practices, partnering with senior management and your teams for sustainable results. We bridge user and technical teams for strategic and tactical solutions that build capacity. Key services Readiness Assessment Informatics Audit Evaluate the current state of knowledge and Review the effectiveness of data collection and use information resource management. to identify system functionality and workforce learning needs for improved decision making and Standards & Process Compliance Audit defensible, quality outcomes. Examine business processes for evidence of conformity to relevant industry and international Innovation & Learning Capacity standards to ground recommendations for Assess workplace culture and practices to ground correction and improvement. competency development, continuous learning and innovation capacity. Develop programs to meet Records Management needs and construct new knowledge. Manage evidence of corporate decision making and action that is captured in multiple media. Organizational Development Establish comprehensive governance and practices Strengthen governance and human resource for systematic management of access, use, management within a collaborative, knowledge protection, sharing, retention and disposition of valuing culture on an agreed path of change. Build recorded information resources. a competency-based performance management framework. Education & Training Methods draw from the Harvard Business School’s ongoing study into learning effectiveness to demand more from students—and teachers. Courses, workshops and facilitated Agora sessions are available onsite or online. TRANSITION THROUGH-LINES KNOWLEDGE TO BRING LEARNERS THROUGH TO THE NEXT LEVEL:WHAT IS TO BE KNOWN AFTER LEARNING? GENERATIVE TOPICS CENTRAL IDEAS AND RESOURCES TO HOLD THE INTEREST FOR STUDY FROM MANY ANGLES GOALS FOR UNDERSTANDING KSAS TO BE GAINED, EXPRESSED AS “LEARNERS WILL UNDERSTAND…” OR “LEARNERS WILL BE ABLE TO…” PERFORMANCE OF UNDERSTANDING DEMONSTRATED THROUGH ACTION IN THE EXPLORATORY, FORMATIVE AND SUMMATIVE STAGES OF LEARNING ONGOING ASSESSMENTS EVALUATION AGAINST PUBLIC CRITERIA WITH STATUS REPORTS, MEANS AND OPPORTUNITY TO IMPROVE © 2009 Information Resource Management (IRM) Strategies. All rights reserved. irmstrategies.com
  • 4. IRMSTRATEGIES FOCUS ON LEARNING IRM Strategies The Currency of the 21 st Century KNOWLEDGE And like money in a pocket, it can walk out the door. The best and most available source of knowledge is already at hand: your teams, your customers Hewitt Asia reported a cross sector employee turnover rate of 16% for 2007, with 26% in the banking and People take ownership of the knowledge they build finance sectors. That’s a loss in expertise, knowledge and choose to invest it in your success—or not and productivity. Work-life balance is increasingly important to knowledge workers, even more than Learning organizations create an environment in higher pay. Increasingly, staff want more than money. which people want to invest Learning organizations value their knowledge Learning organizations invest in the transition from resources: people and the information they receive, create, use, share and keep to conduct business. command and control to knowledge-focused, evidence-based practices for provable results They are guided by the following four insights. Underpinning the knowledge focused business are three management disciplines Organizational Development Organizational development to build a knowledge OD aware culture and competencies for leveraging capacity. Recorded Information Management Strategic management of information assets and liabilities recorded in multiple media for business KM continuity; risk, compliance and quality management; accountability and defensible practices. ICT RIM Information and Communication Technologies Transition from gateway to enabler through a range of technologies that support multimedia collaboration and knowledge building while maintaining the reliability of transaction processes for compliance and response to litigation. As the daily habits of personal life shift toward SMS, IM, blogs and more, so the practices of business are changing. Offering value as communication and collaboration tools, these and other applications are gradually, sometimes unexpectedly, moving into corporate space. Ease of access and rich functionality available to workers outside the intranet can mean the transfer of knowledge beyond corporate control. IRM Strategies’ proprietary KLARIS™ PENDING model is the foundation for governance and a knowledge focused, information-protection aware culture, key to harvesting collective intelligence and mitigating risk. © 2009 Information Resource Management (IRM) Strategies. All rights reserved. irmstrategies.com
  • 5. IRMSTRATEGIES FOCUS ON BUSINESS IRM Strategies Knowledge Engagements Representative Clients Readiness assessment and implementation roadmap for transition to electronic health services for 700 practitioners in a multi-disciplinary, multi-cultural context Assessment and advisory consultation to identify knowledge sharing potential and risks inherent in Web 2.0 and mapping of business needs and knowledge content, recommendations on a way forward using technology already in place Discovery and Analysis and Recommendation Report for enhanced information protection practices in support of strategic and tactical planning Graduate level course design and development focused on Knowledge Management in Health Care; implementation projected for 2009/10 cohort Research, development and delivery of a recorded internet seminar for the 10,000 member professional association for records managers; facilitation of a live post seminar session for an international audience. Needs analysis; privacy/access compliance review; ground up policy and program development for managing corporate information resources in multiple media; taxonomy design; project management and executive coaching * as Interactive Strategies, Inc., British Columbia registration Education services in graduate and undergraduate programs in information management disciplines; sponsoring organization: ICKM 2009 Industry training on management of storage facilities for preservation of corporate record holdings stored in tropical climates for members of the premier storage industry trade association world-wide. Knowledge management framework and implementation roadmap; operations and training manual development and implementation; expansion planning Curriculum development in recorded information management and education services in knowledge and records management; sponsoring organization KMAP 2006; K 2.0 Workshop, Knowledge Management Resource Centre Interactive management level workshop design and delivery in both knowledge and recorded information management specializations © 2009 Information Resource Management (IRM) Strategies. All rights reserved. irmstrategies.com