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Pragmatics of Knowledge
          Management
                             WK-9




Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Pragmatics of K and its M

• Where to start?
• How to get help?
• Mistakes to avoid


Enough Theory… Now Its Implementation…
Where the rubber meets the road…
And that is where the biggest challenges are!!

     Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Common Sense About KM

• Start with High Value K ?? Hi – Lo
• Focused Pilot Project – (remember IT and
  ERP implementation projects)
• Need for working on multiple fronts –
  Technology, Organization, Culture
• Preempt Problems – if you can Predict!
• Get help from in and out – if you can!


    Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Starting Points for KM

• Offshoot from IS, Organizational Change
    Management, HRM
•   KM co-exists with all practices – compare
    with IM, Finance (Value) ?
•   What K is most important to ‘manage’?
•   How to motivate to share and use K?
•   What will make a project succeed ????
•   K – customers, products, suppliers, value ?

      Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Getting Started in KM

• Identify business problems with high
  payback for solving a ‘feasible’ K problem
• Be clear about the ‘business case’ – just like
  for I and IS justifications
• Which K is most important? What (if
  anything) can be done about it? How soon
  is a ‘verifiable’ Payback? Interim
  checkpoints and surrogate measures of
  progress

     Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Leveraging Existing Approaches

• What’s New and What’s Old About KM?
• Lead with Technology – pros / cons (AC) ???
• Lead with Quality / Reengineering / Best Practices
  – pros / cons (TI) ???
• Lead with Organizational Learning ???
   – Systems Thinking, COPs and COLs, Personal
     Development & “Mastery”, Self-organizing structures,
     Envisioning Multiple Futures
   – Most important, most difficult to relate to IT and $
   – Need to bridge the disconnect between OL, LO, and
     KM

     Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Leveraging Existing Approaches

• Leading with Decision Making ???
   – Why it is important? Why it is difficult? How to make
     it work? Ex-post Rationalization ???
• Leading with Accounting                ???
   – Why it is important? Why it is difficult? How to make
     it work?
• Selecting the Right Anchor ???
   – Which Anchor(s) to Choose as Start Points?
   – Depends Upon Organizational Culture
   – Multiple Anchors

      Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
KM Pitfalls

• If We Build It… - Focus on IT vs More Critical
    issues – 4Cs, culture, motivation, etc.
•   Let’s Put the Personnel Manual On Line ??
•   None Dare Call it K – Damned if you do…
•   Every Man a K Manager – Need for CKO,
    Knowledge Managers vs. CFO, Finance
•   Justification by Faith – vs. Measures
•   From Access to Attention, Appetite, Affiliation
•   Balance of KM and other change approaches

       Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
10-Step / 4-Phase
              Phase 2 and Step5
     Designing the Knowledge
       Management Team
                            KMT-9




Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Designing the KM Team

• IT Project – End Users and IT Staff
• Expertise, knowledge, understanding, skills,
  and insights – internal and external
• Success of KM from “effective
  implementation and utilization for
  performance”
• Balance – Risk vs. Payoff, Short-Term vs.
  Long Term, Bottom Line vs. Strategic,
  Scope vs. Function

     Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Sources of Expertise

• Internal IT Departments
• Team Based Local Experts
• External Vendors, Contractors, Partners and
  Consultants (Laterality and COPs)
• End Users and Front Line Staff
• Managers, Champions and Movers



    Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Team Composition and Selection Criteria

• Functional Diversity – Pros and Cons
  (Remember ‘creative abrasion’)
• Temporary versus Permanent Teams / COPs
  – How to Decide?
  – KM vs. Business Restructuring or IT Project
• Core Team and Peripheral Players
• KM as Self-Eliminating Field ??? (cf: BPR)
• KM Leader – Facilitator ?? Control??

    Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
KM Breakpoints and Other Related Issues

• User Buy-In – most important – more
    challenging than IT Adoption projects
•   Prototypes – Stitch in Time ??? (Eternal)
•   Managing Stakeholders Expectations
•   Breakpoint – “Buy-In” Failure (REPEAT)
•   Risk Categorization – Customer Mandate,
    Environment (??), Scope and Execution (??)


      Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Managing Knowledge for e-Enterprise Performance

                       RADICAL DISCONTINUOUS CHANGE

                               DESIGN FOR AGILITY,
                           FLEXIBILITY AND ADAPTABILITY
  ERP, EAI, EEAI,                                         Communities
    CRM, SCM,                               SENSE-MAKING   of Practice,
                    INFO-PROCESSING
 Workflows, BPR,                                MODEL      Customers,
                           MODEL
Intelligent Agents,                                         Suppliers,
   Best Practices                                            Partners
                            KNOWLEDGE MANAGEMENT
                       for e-BUSINESS MODEL INNOVATION      Emergence
Engineering Design
                         B2C, B2B, B2E, P2P… and Beyond  ‘e-Agility’ Focus
  ‘Machine’ Focus
                   TIGHT SYSTEMS                          LOOSE SYSTEMS              Out of
 In Control         Optimization and                        Agility, Flexibility,    Control
                      Efficiencies                          and Adaptability
 INTEGRATION
                                                                                     CREATIVE
   OF DATA,          KNOWLEDGE                             KNOWLEDGE
                                                                                    ABRASION
  ACTIVITIES &      HARVESTING &                           CREATION &
                                                                                    & CREATIVE
  PROCESSES         EXPLOITATION                            RENEWAL
                                                                                     CONFLICT
                    Š Copyright 2002, Yogesh Malhotra, All Rights Reserved
Categorizing KM Risks – Missing Dynamics



   Hi

                         Customer                 Scope of the
                         Mandate                    Project


 RISK


                         Environment                 Execution

   Lo



                       Lo               CONTROL                 Hi


Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
e-Biz (R)evolution

   Rapid Fire Changes – IT Infrastructures
“The classic timeline of BPR – where consultants are
  brought in, models are drawn up, and plans are
  implemented gradually – just isn’t fast enough...”

“Many companies can’t go back to the ‘clean slate’
  and completely rearchitect critical systems such as
  order fulfillment and product databases from the
  bottom up because they greatly depend on existing
  infrastructures.”

   “E-Business is forcing companies to rearchitect all or
   part of their IT infrastructures – and to do it quickly.”

      Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Customer Driven                                                        e-Biz (R)evolution
Virtual Communities
                              FROM COMPLIANCE TO COMMITMENT
Supplier Coopetition
in Business Ecosystems        External Controls           Self Controls for
                              for Compliance               Commitment
  Human Capital
   as Key Enabler               Stable and
                                                          Self Control for
                                Predictable
            Knowledge                                       Knowledge
                               Organization
            Utilization                                     Utilization
                                    al
                                                             ‘Wicked’
                               Environment
                                                           Organizational
  KNOWLEDGE                                                 Environment
   PROCESS
                                Pre-specification         Self Control for
            Knowledge               of rules,               Knowledge
             Creation            procedures and              Creation
                                  best practices




        Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
Customer Driven
                                                                New & Improved e-Biz
                 Virtual Communities                          Customer-driven
 Customer                                                        e-Markets
  Driven         Supplier Coopetition
                     in Business
   Service          Ecosystems
  enhanced                                                      E-Business
customization        Human Capital                              Ecosystems
                     as Key Enabler

 Value                                         Cyber Corporation
Creation                                        Extended ‘Chains’
                                                  Tightly coupled
 Supplier
  driven             Industrial Age Corp.
                           Vertical
   Mass                Fully Integrated
production

                       Product – From atoms to bits
                       Channel – From bricks to clicks
                       Processes – From BPR to e-Agility
         Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved

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Working Knowledge9

  • 1. Pragmatics of Knowledge Management WK-9 Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 2. Pragmatics of K and its M • Where to start? • How to get help? • Mistakes to avoid Enough Theory… Now Its Implementation… Where the rubber meets the road… And that is where the biggest challenges are!! Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 3. Common Sense About KM • Start with High Value K ?? Hi – Lo • Focused Pilot Project – (remember IT and ERP implementation projects) • Need for working on multiple fronts – Technology, Organization, Culture • Preempt Problems – if you can Predict! • Get help from in and out – if you can! Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 4. Starting Points for KM • Offshoot from IS, Organizational Change Management, HRM • KM co-exists with all practices – compare with IM, Finance (Value) ? • What K is most important to ‘manage’? • How to motivate to share and use K? • What will make a project succeed ???? • K – customers, products, suppliers, value ? Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 5. Getting Started in KM • Identify business problems with high payback for solving a ‘feasible’ K problem • Be clear about the ‘business case’ – just like for I and IS justifications • Which K is most important? What (if anything) can be done about it? How soon is a ‘verifiable’ Payback? Interim checkpoints and surrogate measures of progress Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 6. Leveraging Existing Approaches • What’s New and What’s Old About KM? • Lead with Technology – pros / cons (AC) ??? • Lead with Quality / Reengineering / Best Practices – pros / cons (TI) ??? • Lead with Organizational Learning ??? – Systems Thinking, COPs and COLs, Personal Development & “Mastery”, Self-organizing structures, Envisioning Multiple Futures – Most important, most difficult to relate to IT and $ – Need to bridge the disconnect between OL, LO, and KM Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 7. Leveraging Existing Approaches • Leading with Decision Making ??? – Why it is important? Why it is difficult? How to make it work? Ex-post Rationalization ??? • Leading with Accounting ??? – Why it is important? Why it is difficult? How to make it work? • Selecting the Right Anchor ??? – Which Anchor(s) to Choose as Start Points? – Depends Upon Organizational Culture – Multiple Anchors Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 8. KM Pitfalls • If We Build It… - Focus on IT vs More Critical issues – 4Cs, culture, motivation, etc. • Let’s Put the Personnel Manual On Line ?? • None Dare Call it K – Damned if you do… • Every Man a K Manager – Need for CKO, Knowledge Managers vs. CFO, Finance • Justification by Faith – vs. Measures • From Access to Attention, Appetite, Affiliation • Balance of KM and other change approaches Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 9. 10-Step / 4-Phase Phase 2 and Step5 Designing the Knowledge Management Team KMT-9 Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 10. Designing the KM Team • IT Project – End Users and IT Staff • Expertise, knowledge, understanding, skills, and insights – internal and external • Success of KM from “effective implementation and utilization for performance” • Balance – Risk vs. Payoff, Short-Term vs. Long Term, Bottom Line vs. Strategic, Scope vs. Function Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 11. Sources of Expertise • Internal IT Departments • Team Based Local Experts • External Vendors, Contractors, Partners and Consultants (Laterality and COPs) • End Users and Front Line Staff • Managers, Champions and Movers Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 12. Team Composition and Selection Criteria • Functional Diversity – Pros and Cons (Remember ‘creative abrasion’) • Temporary versus Permanent Teams / COPs – How to Decide? – KM vs. Business Restructuring or IT Project • Core Team and Peripheral Players • KM as Self-Eliminating Field ??? (cf: BPR) • KM Leader – Facilitator ?? Control?? Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 13. KM Breakpoints and Other Related Issues • User Buy-In – most important – more challenging than IT Adoption projects • Prototypes – Stitch in Time ??? (Eternal) • Managing Stakeholders Expectations • Breakpoint – “Buy-In” Failure (REPEAT) • Risk Categorization – Customer Mandate, Environment (??), Scope and Execution (??) Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 14. Managing Knowledge for e-Enterprise Performance RADICAL DISCONTINUOUS CHANGE DESIGN FOR AGILITY, FLEXIBILITY AND ADAPTABILITY ERP, EAI, EEAI, Communities CRM, SCM, SENSE-MAKING of Practice, INFO-PROCESSING Workflows, BPR, MODEL Customers, MODEL Intelligent Agents, Suppliers, Best Practices Partners KNOWLEDGE MANAGEMENT for e-BUSINESS MODEL INNOVATION Emergence Engineering Design B2C, B2B, B2E, P2P… and Beyond ‘e-Agility’ Focus ‘Machine’ Focus TIGHT SYSTEMS LOOSE SYSTEMS Out of In Control Optimization and Agility, Flexibility, Control Efficiencies and Adaptability INTEGRATION CREATIVE OF DATA, KNOWLEDGE KNOWLEDGE ABRASION ACTIVITIES & HARVESTING & CREATION & & CREATIVE PROCESSES EXPLOITATION RENEWAL CONFLICT Š Copyright 2002, Yogesh Malhotra, All Rights Reserved
  • 15. Categorizing KM Risks – Missing Dynamics Hi Customer Scope of the Mandate Project RISK Environment Execution Lo Lo CONTROL Hi Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 16. e-Biz (R)evolution Rapid Fire Changes – IT Infrastructures “The classic timeline of BPR – where consultants are brought in, models are drawn up, and plans are implemented gradually – just isn’t fast enough...” “Many companies can’t go back to the ‘clean slate’ and completely rearchitect critical systems such as order fulfillment and product databases from the bottom up because they greatly depend on existing infrastructures.” “E-Business is forcing companies to rearchitect all or part of their IT infrastructures – and to do it quickly.” Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 17. Customer Driven e-Biz (R)evolution Virtual Communities FROM COMPLIANCE TO COMMITMENT Supplier Coopetition in Business Ecosystems External Controls Self Controls for for Compliance Commitment Human Capital as Key Enabler Stable and Self Control for Predictable Knowledge Knowledge Organization Utilization Utilization al ‘Wicked’ Environment Organizational KNOWLEDGE Environment PROCESS Pre-specification Self Control for Knowledge of rules, Knowledge Creation procedures and Creation best practices Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved
  • 18. Customer Driven New & Improved e-Biz Virtual Communities Customer-driven Customer e-Markets Driven Supplier Coopetition in Business Service Ecosystems enhanced E-Business customization Human Capital Ecosystems as Key Enabler Value Cyber Corporation Creation Extended ‘Chains’ Tightly coupled Supplier driven Industrial Age Corp. Vertical Mass Fully Integrated production Product – From atoms to bits Channel – From bricks to clicks Processes – From BPR to e-Agility Š Copyright 2002, Yogesh Malhotra, www.yogeshmalhotra.com, All Rights Reserved