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IKNS
Master of Science in Information
and Knowledge Strategy
Knowledge Management Strategy
QUIMMCO and Columbia University
Oscar Guerra
Jillian Irizarry
Kimberly Tableman
May 15, 2013
Agenda
 The Opportunity: Quimmco’s Quest for a KM Strategy, Background & Objectives
 Scope of Engagement
 Why Columbia University’s IKNS Program
 An Approach to Analysis and Research
 Time and Resources Needed
 Deliverables
 Quimmco Deliverables
 Columbia Deliverables
 Metrics, Milestones and Status Reporting
 Appendix:
 Case Study – Ecopetrol
The Opportunity : Quimmco’s Quest for A KM Strategy
Background and Objectives
 The Sustainability Policy was launched a in 2010, since then QUIMMCO are coordinating
resources within the companies towards complying with that Policy.
 Due to the level of maturity and the differences amongst the companies, their practices,
experiences, competences and knowledge varies, thus result vary. Thru the years
QUIMMCO have done many projects that could serve other companies as examples of
best practices to replicate and in that way QUIMMCO could move forward towards
having the same competence levels amongst all of the companies that comprise
QUIMMCO.
 Is necessary to design a mechanism, a methodology and maybe a tool where we can
capture, disseminate and enrich this knowledge creating a virtuous circle that provides
value to all of the companies.
 Is necessary to design a method for identifying key knowledge within the workers of
QUIMMCO coming to retirement and establish methods to transfer this knowledge.
Scope of Engagement
 Design an Overall Knowledge Management Strategy in QUIMMCO with
a focus on the following areas:
 Establish a framework to consolidate a culture in knowledge management in
QUIMMCO for a common language around knowledge management:
methods, tools, communications, training and recognition.
 Create a training video on knowledge management – what it is and why
people should care about it – building knowledge champions/change agents
 Establish a mentoring program framework
 Design methods or mechanisms for capturing lessons learned in projects
 Design a method for identification and capture of knowledge from very
experienced workers
Why Columbia University’s IKNS Program?
Oscar Guerro
Colombia
guerraperdomo@gmail.com
Chemical Engineer, Ecopetrol SA
+57-3162806317
“Chemical Engineer with experience in technology and
knowledge management and strategic planning within
the industrial sector.”
Kimberly Tableman
Connecticut
Kimberly.tableman@pfizer.com
Interim Registry Business Process Owner, Pfizer
203-589-0043
“Information Technology professional with expertise in
business analysis and business process redesign.”
Jillian Irizarry
New York City
Jillian.Irizarry@gmail.com
Customer Experience Software Sales, Pegasystems
843-327-5953
“6 + years’ experience in business process management
software sales with a focus on Return on Investment
through customer centricity projects.”
 The most critical challenge facing organizations
today is managing the analysis, evaluation and
dissemination of data, information and
knowledge for strategic decision making.
 The models of organization and management
that were successful yesterday are increasingly
irrelevant and impede progress and innovation
in the evolving knowledge-based economy. New
models are urgently needed to meet the demands
of today’s global market.
 Columbia University’s M.S. in Information and
Knowledge Strategy program trains students to
develop the leadership skills needed to address
this challenge.
 Ivy League Pedigree and Global by Design
An Approach to Analysis and Research
I. Research methods or tools in the literature to assess the current
state and design the future state strategy.
II. Research in the literature methods for capture and
documentation of lessons learned in projects.
III. Analysis of assessment data in QUIMMCO.
IV. Suggest KM strategy with the results of the assessment (culture,
tools, methods, mechanisms or process) including short term
activities and longer term activities.
V. Suggest specific method to transfer tacit knowledge for people
who retired.
Time and Resource Needs
 IKNS team weekly meeting: Saturday morning (8 a.m.) or Monday at night (8:30 p.m.).
 QUIMMCO and IKNS team meeting every two weeks: Wednesday at night (8:00 p.m.)
 Search literature for success stories and studies cases about tacit knowledge transfer
and lessons learned (preferably about practitioners).
 Four hours per week for IKNS team members to search and read the information as
well as prepare the weekly meetings.
 Is necessary to interview in QUIMMCO the strategic, tactical and operational levels
in the assessment of knowledge management, to have different perceptions about
knowledge management inside the company, at the same way it is necessary to
interview the areas of human resources, IT and corporate strategy.
 We require the accompaniment of Kate and Dale to verify the work performed and
validate the findings and proposals to deliver to QUIMMCO (every two weeks).
 Is necessary to have the endorsement and support of a project manager in
QUIMMCO (only one focal point)
QUIMMCO Deliverables
 Governance
 Communications
 Incentives
 Training
 Metrics
AGOS 09 DEC 2014 JUN 2015 DEC 2015 JUN 2016 DEC 207DEC 2016DEC 2013 JUN 2014
Goal 1
Goal 2
Goal 5
Goal 7
Goal 8
Goal 3
Goal 4
Goal 6
Goal 9
IMPLEMENTATION PLAN OF KM STRATEGY (SUGGESTED)
Columbia Deliverables
 Individual research papers completed by August 9th. Each student is
responsible for a piece of research related to the QUIMMCO strategy.
 Meetings IKNS team every weeks.
 Meetings with QUIMMCO every two weeks.
 Group projects after August 9th – bringing together everything we have
learned.
 Presentation to be provided at August Residency (August 27 – 31).
Include results of assessment in QUIMMCO
 Provide action plan and help with implementation where appropriate.
Measure, Milestones, and Status Reporting
 Compliance with the established milestones in our project plan.
 Once we solidify the areas for research. We will need to provide weekly updates to our
Columbia advisors and our Sponsors.
Appendix
 Case Study Review – Ecopetrol’s KM Strategy

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Quimmco may 15 2013v3 2

  • 1. IKNS Master of Science in Information and Knowledge Strategy Knowledge Management Strategy QUIMMCO and Columbia University Oscar Guerra Jillian Irizarry Kimberly Tableman May 15, 2013
  • 2. Agenda  The Opportunity: Quimmco’s Quest for a KM Strategy, Background & Objectives  Scope of Engagement  Why Columbia University’s IKNS Program  An Approach to Analysis and Research  Time and Resources Needed  Deliverables  Quimmco Deliverables  Columbia Deliverables  Metrics, Milestones and Status Reporting  Appendix:  Case Study – Ecopetrol
  • 3. The Opportunity : Quimmco’s Quest for A KM Strategy Background and Objectives  The Sustainability Policy was launched a in 2010, since then QUIMMCO are coordinating resources within the companies towards complying with that Policy.  Due to the level of maturity and the differences amongst the companies, their practices, experiences, competences and knowledge varies, thus result vary. Thru the years QUIMMCO have done many projects that could serve other companies as examples of best practices to replicate and in that way QUIMMCO could move forward towards having the same competence levels amongst all of the companies that comprise QUIMMCO.  Is necessary to design a mechanism, a methodology and maybe a tool where we can capture, disseminate and enrich this knowledge creating a virtuous circle that provides value to all of the companies.  Is necessary to design a method for identifying key knowledge within the workers of QUIMMCO coming to retirement and establish methods to transfer this knowledge.
  • 4. Scope of Engagement  Design an Overall Knowledge Management Strategy in QUIMMCO with a focus on the following areas:  Establish a framework to consolidate a culture in knowledge management in QUIMMCO for a common language around knowledge management: methods, tools, communications, training and recognition.  Create a training video on knowledge management – what it is and why people should care about it – building knowledge champions/change agents  Establish a mentoring program framework  Design methods or mechanisms for capturing lessons learned in projects  Design a method for identification and capture of knowledge from very experienced workers
  • 5. Why Columbia University’s IKNS Program? Oscar Guerro Colombia guerraperdomo@gmail.com Chemical Engineer, Ecopetrol SA +57-3162806317 “Chemical Engineer with experience in technology and knowledge management and strategic planning within the industrial sector.” Kimberly Tableman Connecticut Kimberly.tableman@pfizer.com Interim Registry Business Process Owner, Pfizer 203-589-0043 “Information Technology professional with expertise in business analysis and business process redesign.” Jillian Irizarry New York City Jillian.Irizarry@gmail.com Customer Experience Software Sales, Pegasystems 843-327-5953 “6 + years’ experience in business process management software sales with a focus on Return on Investment through customer centricity projects.”  The most critical challenge facing organizations today is managing the analysis, evaluation and dissemination of data, information and knowledge for strategic decision making.  The models of organization and management that were successful yesterday are increasingly irrelevant and impede progress and innovation in the evolving knowledge-based economy. New models are urgently needed to meet the demands of today’s global market.  Columbia University’s M.S. in Information and Knowledge Strategy program trains students to develop the leadership skills needed to address this challenge.  Ivy League Pedigree and Global by Design
  • 6. An Approach to Analysis and Research I. Research methods or tools in the literature to assess the current state and design the future state strategy. II. Research in the literature methods for capture and documentation of lessons learned in projects. III. Analysis of assessment data in QUIMMCO. IV. Suggest KM strategy with the results of the assessment (culture, tools, methods, mechanisms or process) including short term activities and longer term activities. V. Suggest specific method to transfer tacit knowledge for people who retired.
  • 7. Time and Resource Needs  IKNS team weekly meeting: Saturday morning (8 a.m.) or Monday at night (8:30 p.m.).  QUIMMCO and IKNS team meeting every two weeks: Wednesday at night (8:00 p.m.)  Search literature for success stories and studies cases about tacit knowledge transfer and lessons learned (preferably about practitioners).  Four hours per week for IKNS team members to search and read the information as well as prepare the weekly meetings.  Is necessary to interview in QUIMMCO the strategic, tactical and operational levels in the assessment of knowledge management, to have different perceptions about knowledge management inside the company, at the same way it is necessary to interview the areas of human resources, IT and corporate strategy.  We require the accompaniment of Kate and Dale to verify the work performed and validate the findings and proposals to deliver to QUIMMCO (every two weeks).  Is necessary to have the endorsement and support of a project manager in QUIMMCO (only one focal point)
  • 8. QUIMMCO Deliverables  Governance  Communications  Incentives  Training  Metrics AGOS 09 DEC 2014 JUN 2015 DEC 2015 JUN 2016 DEC 207DEC 2016DEC 2013 JUN 2014 Goal 1 Goal 2 Goal 5 Goal 7 Goal 8 Goal 3 Goal 4 Goal 6 Goal 9 IMPLEMENTATION PLAN OF KM STRATEGY (SUGGESTED)
  • 9. Columbia Deliverables  Individual research papers completed by August 9th. Each student is responsible for a piece of research related to the QUIMMCO strategy.  Meetings IKNS team every weeks.  Meetings with QUIMMCO every two weeks.  Group projects after August 9th – bringing together everything we have learned.  Presentation to be provided at August Residency (August 27 – 31). Include results of assessment in QUIMMCO  Provide action plan and help with implementation where appropriate.
  • 10. Measure, Milestones, and Status Reporting  Compliance with the established milestones in our project plan.  Once we solidify the areas for research. We will need to provide weekly updates to our Columbia advisors and our Sponsors.
  • 11. Appendix  Case Study Review – Ecopetrol’s KM Strategy