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Transcript of Km masterclass part5 plan & control knowledge & km ha20140530sls
KM 5 – Plan & Control Knowledge & KM
Knowledge Strategy – task of the Management TeamMeasuring knowledge and KM – state, quality, value and importanceKM strategy – task of the KM support organizationKM program to successfully implement KM
Masterclass KM – SlideShare contribution, June 2014http://de.slideshare.net/HoferAlfeisJ/presentations
Dr.-Ing. Josef Hofer-AlfeisConsulting on Knowledge & Innovation [email protected]
Design: Ron Hofer
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 2
KM Masterclass – Preface
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
Knowledge Strategy – task of the Management Team
Focus: Measuring knowledge and KM – state, quality, value and importance
KM strategy – task of the KM support organization
Focus: KM program to successfully implement KM
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 4
Ranking of the main enablers for KM and conclusionssource: 2014 Knoco Global Survey of KM, 369 contributions www.knoco.com
Knowledge Strategy
KM State &Needs Analysis
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 5
KM1 revisited:KM actions and KM key players – perspective on knowledge
K AreaService XX
bereitstellen
K AreaPLM
K AreaCRM
K AreasQuality mgt.,
Risk Mgt.,…
...
person
organization information
Knowledge Worker
KM Support Org.
strategic control, culture, resources,
mngt. energy
Management
KM key player
subject matter actions in specific knowledge area
general KM measures for any knowledge area
K
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 6
KM Support Org.
Improve / adaptKM system
Socio-technical KM system: Have we the right KM systems and do they work well?
KM System
KM2 revisited:KM core processes – perspective on KM measures
Knowledge and KM:Do we focus on the business-critical knowledge and the right KM?
Management
Plan & control strategically Knowledge and KM systems
Improve / adapt knowledge quality
X noKnowledge
as-is
Knowledgeto-be
Knowledge Worker
yes
Knowledge :available in adequate quality
(depth, distribution/networking,codification)?
Action (process, proceeding, activity, …), requiringknowledge (capability for effective action) before-during-after
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 7
uManagement processes for KM
Plan & control KM(supported by KM support org.)
• define Knowledge Strategy … … KM program and drive & controlits implementation and operation
• optionally define Intellectual Capital / Knowledge Balance reportand derive & implement KM measures
• appoint, enable & control (inter-disciplinary) KM support organization and other KM resources
• live and promote KM
strategic know-ledge portfolio
see reading material:IntegrKMintoBusiness Luzern-JournUCS HA.pdf
delicious tags: Strategie W-WM-planen-steuern WM-System-bereitstellen
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 8
Knowledge portfolio: ranking and focusing knowledge areasby the management team – example for an IT organization
prio 1
strategicCommunity Portfolio,
see Community Mngt. in KM3
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 9
Kn
ow
led
ge
Po
rtfo
lio
uKnowledge Strategy Process – overview and major results: Knowledge Portfolio knowledge objectives KM measures
10
20
30
40 CRM
ICapM
R&D Marketing
Program Mgmt
Understanding
EU R&D Markets
Process Mgt.
personnel development …strategic learning & training
social networking& communities of practice
knowledge risks debriefing …measures for innovation … patents … standardization
KM processes forcodified knowledge:• Idea management• FAQ; Tipps & Tricks• Lesson Learnt• Best Practice• Process modelling• Product modelling• Knowledge map …
derived KM measures – examples:
bu
sin
ess
stra
teg
y
knowledge objectives
optionally: input from KM Analysis
prio 1
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 10
(Simplified) Example: Solar AG (1) – business transformation objective: „Sell lower-priced mounting systems in international markets in 12 months“
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 11
Example: Solar AG (2) – collecting related knowledge areas in a brainstroming, e.g. documented in a mindmap
Produkt-nah
Lieferkette-nah
Kunden-nah
Mgt.&Support
Hintergrund
ENTWURFWissensgebiete
Produkt-Weiterentw.25.04.2008 - v7
P: Solarzellen-Systeme entwickeln
P: Montagesysteme entwickeln
Brandschutz-?/Diebstahl-Sicherheit verstehen
Materialen-Fragen und Recycling verstehen
Vorschriften ... verstehen
P: Pre- & After-Sales leisten
L: Montage planen & ggf. durchführen
L: Produkte & Montage-systeme herstellen
K: Kundenbetreuung & -Unterstützung
K: Kunden verstehen
K: Produkte verkaufen
K: Endkunden verstehen
MS: QM
MS: PR-Management
Hg: Intern. KMU-Geschäfte mit Produktenfür erneuerbare Energien verstehen
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 12
Example: Solar AG (3) – Knowledge Portfoliowith respect to planned business transformation
focusing to concentratepower for KM
for this knowledge area„develop mounting system“
knowledge objectives and KM measures are shown in the next slides
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 13
Example: Solar AG (4) – knowledge objectives for the selected knowledge area „develop mounting system“
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 14
Example: Solar AG (5) – knowledge objectives for the selected knowledge area „develop mounting system“
Levels of proficiency4 = world class expert3 = expert2 = skilled & trained1 = beginner
Levels of codification4 = complete & strongly formalized (e.g. standard)3 = ~ formalized (e.g. guideline)2 = ~ informal (e.g. report)1 = „in the heads and stomaches“
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 15
Example: Solar AG (6) – knowledge objectives for the selected knowledge area „develop mounting system“
Network of internal k. shareholders Learner
(Potential) external knowledge shareholders
Sources
Sources
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 16
Example: Solar AG (7) – proposing KM measures in selected knowledge area
typically task mainly for subject matter experts
combined task for KM team and subject
matter experts
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 17
Applying the Knowledge Strategy Process
key requirements:
business owner and management team
KM support organization, related KM partnersand eventually subject matter experts
professional moderator
major result:
prioritzed plan of KM-related measures, which can be consolidated into a KM program driven by the management team & KM support organization
3x focusing via k. portfolio, k. objectives & KM measures
a Knowledge Strategy is recommended for
any business size, e.g. for individuals (personal KM), too
for any business transformation
for more information:
detailed description of Knowledge Strategy Process, see (in German)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
the Knowledge Strategy Process has been developped partly with CIBIT and Siemens AG, see e.g.Hofer-Alfeis, J., van der Speck, R. in
C. W. Holsapple (ed.): Handbook on KM, Springer, 2002, pp. 443-466. (in English)
Davenport, T. H., Probst, G.: Knowledge Management Case Book. Publicis Corp. Publishing, 2002. ISBN: 3895781819 (in German)
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 18
Knowledge Strategy – task of the Management Team
Focus: Measuring knowledge and KM – state, quality, value and importance
KM strategy – task of the KM support organization
Focus: KM program to successfully implement KM
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 19
uFramework for measurements & controlling in KM:examples for indicators and objects to measure
knowledge KM
state /quality
value / impact /importance
via knowledge holders:• experts• teams, CoP‘s, …• infor-
mationvia knowl.portfolio…
via KM result analysis:• success stories• performance correlations• ROI … ROK• …
KM State& NeedsAnalysisvia k. objectives
delicious tags: Strategie W-WM-planen-steuern Metriken
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 20
• Locate expert | team/network | document/information & learn
• Debrief & transfer knowledge from expert-to-expert | team-to-team
• Network, share knowledge and collaborate in cross-organizational community | ad hoc group …
Processes Reference: Catalogue with over 225 KM processes/instruments in BITKOM Wissensmanagement-Prozesssystematik; free download: http://www.bitkom.org/de/publikationen/54938_61676.aspx
important ok
very important
medium
very important
unsuffi-cient
importance? effectivity?
KM State and Needs Analysis:Example questions and answers
From instruments catalogue:
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 21
• 2-hours-interviews with
key persons of the organization
• different organizational units,
support functions (KM partners) and
top subject matter experts
• different organizational / hierarchical levels
• analysis – and at the same time
• intensive communication for a shared understanding on KM
• reflection of organization-specific KM needs and possibilities
• building of steering board … KM supporters … CoP KM
KM State and Needs Analysis: approach
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 22
apply meta data
continuous expert knowl. retention
locate information and learn
leaving expert debriefing
improve idea management
share/promote innovation strategy
locate expert and learn
locate team/work group/community
customer/partner relationship mngt
improve for social intranet
build community & collaborate
Analysis result (example)KM instruments with urgent need for action
transform this ranking list into a KM Roadmap
case for internal experience exchange
case for more information & discussion
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 23
Result: Draft roadmap for important KM processes - example
Transfer Knowledge Find & Navigate Social Networking
locate expertand learn
locate team/work group/community
locate informationand learn
applymeta data
improve for social intranet
build community & collaborate
share/promote innovation strategy
reuseLessons Learned
Team Briefing & Debriefing
continuous expert knowl. retention
leaving expertdebriefing
improve idea management
customer/partner relationship mngt.
2013
2015
major effort
quick win
case for internal experience exchange
medium criticalKM instrument
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 24
KM State & Needs Analysis: balance checks of the knowledge and innovation culture – example from 3 interviews see KM4
?
?
?
backup slide
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 25
Additional examples for measurements & controlling in KM
knowledge KM
state /quality
value / impact /importance
via knowledge holders:• experts• teams, CoP‘s, …• infor-
mationvia knowl.portfolio…
via k. objectives
via result analysis:• success stories• performance correlations• ROI … ROK• …
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 26
Measurements for k. quality and value / impact – examples
KM 5 / K. Strategy: estimating knowledge quality to define knowledge objectives
KM 1 / Evaluating expertise and codification level
Pricing for knowledge - examples:
• online health consulting: 5,99 € / minute
• mngt. consulting: 1650 € / day
• hiring an expert, e.g. football … 30MM € ?
• knowledge auctions
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 27
Additional examples for measurements & controlling in KM
knowledge KM
state /quality
value / impact /importance
via knowledge holders:• experts• teams, CoP‘s, …• infor-
mationvia knowl.portfolio…
via k. objectives
•performance
•progress
•maturity
•…
via result analysis:• success stories• performance correlations• ROI … ROK• …
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 28
DETECON Consulting – example for use of knowledge base MERLIN
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 29
Locate knowledge & learn – Yellow Pages Figures:
Example CONTINENTAL
New entries per month
Hits on Search Button per day
Updated Profiles
Most Hit Page
source: http://de.slideshare.net/ahemre/cartoons-34913910?utm_source=slideshow&utm_medium=ssemail&utm_campaign=upload_digest
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 30
# members | % active members
# meetings / events (f2f and virtual)
# content/documents | # page visits | # comments
# communication actions, e.g. mailing, posting on pinboard of other members, …
# contacts, e.g. in a social network
# contributions to discussions | # responses | # summaries
# urgent requests | # useful responses | time-to-1st-response | # summaries | # feedback
# re-recommendations
interesting videocast of Nancy White https://www.youtube.com/watch?v=0wi5fhHXbk0
describing four perspectives to evaluate quality and success of a CoP
Measuring state and quality of communities of practicesource, see Boris Jäger, https://www.xing.com/net/pri3b94dax/knowledgemanagement/fragen-an-die-spezialisten-des-wissensmanagements-638/was-braucht-eine-gute-km-community-seite-34985801/38016098/?reagent=systemmail%2Fnewarticle#38016098
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 31
Community Health Check - improvement instrument for a specific community of practice
Process:
2-hours-interviews
with key members
of the CoP
discussion along
the checklist of CoP
success factors
defining jointly
improvement
actions for the most
urgent deficiencies /
renewal ideas
Six CoP success factor dimensions:
strategy: knowledge area & business relevance | objectives and value proposition …
group: moderator, members, sponsor, … | member needs and motivation (WIFM)
organization: roles | processes | relationship mngt. | support |
offering: program, meeting design, Q&A forum, … | infrastructure (specific tools, platform, …)
culture: openness, care, appreciation, …
results: activities in / between meetings | networks, learnings, innovation | member satisfaction | success stories | “products” | reputation, organizational influence | ...
example ROCHE / Innovation Manager CoP
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 32
Social / Organizational Network Analysis – example from a dispersed R&D organization (42 members) source: Whelan, E., et al: Managing talent in knowledge-intensive settings. Journal of KM, Vol. 14, N0. 3, 2010, pp 486-504
km4dev, Oct 13: mapping a knowledge
holder network with pencil and paper to
investigate unknown influence structures
http://netmap.wordpress.com
Page 33 May 2014 Corporate Technology Unrestricted © Siemens AG 2014. All rights reserved
In most cases, Urgent Request responses also come from other Sectors
Trigger Cross-Sector Collaboration
Number of Urgent Requests with X Number of Sectors Sectors considered: Energy, Healthcare, Industry, Infrastructure & Cities, CT + Others
Sectors of users who have been deleted from the database (per April 17, 2014) are assigned to ‘CT + Others’
1 2 3 4 50
50
100
150
200
250
300
350
400
450
263
424
390
252
142
Number of Sectors
Nu
mb
er o
f U
rgen
t R
equ
est
Avg. # of Sectors per Urgent Request:
2.7
0 1 2 3 54
source: http://www.slideshare.net/heisss/wima-siemens-v11public
TechnoWeb
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 34
Benchmarking and contests to evaluate KM state / maturity in general – examples for SIEMENS AG
International consortium benchmarks by American
Productivity & Quality Center (APQC ) – Siemens elected
for Best Practice Partner:
‘99/’00 Successfully Implementing KM
‘00/’01 Communities of Practice
‘01/’02 Retaining valuable Knowledge
‘02/’03 Using KM to drive Innovation
’03/’04 Best Practice Transfer
2007 Siemens Blogosphere und
"References@SBT”
2008 Evolving Technologies
accelerating Collaboration and
Knowledge Transfer
International contest
Most Admired Knowledge
Enterprise (MAKE):
Approaches Used
Communities of practice/interest
Internal conferences for knowledge-sharing
Interviews (e.g., with SMEs)
Documentation of workflow/process
Project milestone reviews
Lessons learned exercises
After action reviews
Mentoring programs
Apprenticeship programs
Expertise locators
Knowledge maps
Collaboration workspaces (e.g., eRoom™, etc.)
Decision support systems
Content management systems
Case-based reasoning systems
Shared folders/drives
Physical files/library
Employee development programs
Strategic staffing
Succession planning
Workforce analysis
Storytelling
Social network analysis
Other (please specify):
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 35
2014 MAKE NOMINATIONS www.knowledgebusiness.com/KnowledgeBusiness/Screens/MakeSurvey.aspx?siteId=1&menuItemId=43
my nomination
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 36
MAKE base – a structured systematics for KM processes („best practice knowledge processes“)Source: The KNOW Network – Best Practice Knowledge Process Registry
backup slide
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 37
Global MAKE winners 2013Overall winner: Samsung (Korea) in green: consulting firms
- Accenture (Ireland)
- Amazon.com
- Apple
- ConocoPhillips
- Deloitte (Global)
- Ernst & Young
(Global)
- Fluor
- IBM
- Infosys (India)
- McKinsey & Comp. (Global)
- Microsoft
- POSCO (South Korea)
- PwC (Global)
- Samsung Group
(South Korea)
- Schlumberger (France, …)
- Tata Group (India)
- Toyota (Japan)
- Vale S.A. (Brazil)
- Wipro (India)
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.
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 38
Global MAKE rankings for SIEMENS AG:distance from top ranking 1-6 over years 1998-2010
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
11121314151 #1-6
# 6
# 47
# 6
# 13
effective CoP KM … Corporate KM started
effective CoP KM … Corporate KM shut down
effective CoP KM … strong support for social network-ing, e.g. by CTO
KM Casebook published
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 39
Additional examples for measurements & controlling in KM
knowledge KM
state /quality
value / impact /importance
via knowledge holders:• experts• teams, CoP‘s, …• infor-
mationvia knowl.portfolio…
via k. objectives
via result analysis:• success stories• performance correlations• ROI … ROK• … ?
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 40
Summary with many success storiesk from a km4dev discussion 2009
http://wiki.km4dev.org/wiki/index.php/Benefitting_from_CoPs
Aug. 2011
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 41
Suggestions for KM success stories – CONTINENTAL example
By access to info and knowledge & rapid comm. Channels
By a fast access to experts, knowledge assets, and information about customers, markets and branches
By an optimized collaboration of all employees
By reducing the quantity of more or less useless email communication
By reusing working products
By not repeating costly mistakes
By faster integration of new employees
By reduced training costs
By a homogenous IT-infrastructure
By reduced travel expenses
By leveraging world-wide competence(smaller locations profit from know-how of bigger locations)
By exchanging best practices and quality-proofed solutions
By using communities as international think tanks
Reduce Costs Save Time Increase SalesImprove Quality General Benefits
High-quality work due to reduction of pitfalls
Networking with colleagues worldwide provides opportunities for personal development
Knowledge transfer without an overload for one expert
Job security and career advance-ment – shared knowledge helps you to perform well
By a fast access to experts, knowledge assets, and information about customers, markets and branches
By improving work efficiency due to more qualified employees
By doing more projects per time
By cross selling through a high customer satisfaction
By using KM as a strong sales argument
Success stories have to be absolutely reliable – experiences from SANOFI-AVENTIS:• clear concrete calculation of value contributions• absolutely careful „conservative“ evaluations• transparent sources, e.g. authors & contributors• approvement by related management (with
names)
rich resources for KM Success Stories, e.g. http://www.nickmilton.com/search/label/success%20story
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 42
This paper focuses on knowledge sharing as an important area in the study of knowledge management (KM). The paper's primary goal is to
examine how health-care practices employ knowledge sharing tools and processes to the benefit of their daily work processes. In
addition, the study seeks to understand how knowledge sharing would contribute to practices' performance. Adopting a qualitative approach,
four health care practices were selected from within a research network to represent larger and smaller practices with different performance
levels, two high-performing practices (HP) and two low-performing practices (LP), using standard clinical and health care practice
measures. Data collection and analysis involved several iterative steps including interviews and field notes of observations. Four case studies
were developed reflecting how each practice implemented knowledge sharing tools and processes and how this implementation influenced
performance. The study found that all of the four practices manifested and implemented knowledge sharing tools including knowledge
artifacts; sharing social tools, meetings, and communication channels; and processes including training and apprenticeship and communities
of practices; however, the level of implementation varied among the four practices. A comparison of the high-performing and low-performing
practices showed that even though the high-performing practices implemented and invested more in knowledge
sharing, knowledge sharing processes and tools were not completely integrated throughout the practices
including the high performing ones. Moreover, in all practices there was little evidence of encouragement to
efficiently use knowledge sharing tools either among staff members or between patients and the practice.
Performance correlations: comparing organizations in KM and business performance – examples: US Health Care Practices (2008) & firms survey (2011)McInerney, C. R., et al: Knowledge management tools and processes in U.S.A. primary health care: Analysis of four case studies . Knowledge management: Competencies and professionalism, Proceedings of the International Conference on Knowledge Management 2008, Hawamdeh, S. et. al. (Eds.), Hackensack, NJ: World Scientific.
Key results from 3200 firms: KM is correlated with …
• highest relevance: employee motivation
• strong relevance: innovation capability
• significantly positive: competitive ability
• relatively weak: monetary indicatorssource: KM study, Pawlowski et al. 2011 (in German)
Page 43 May 2014 Corporate Technology Unrestricted © Siemens AG 2014. All rights reserved
Most Urgent Requests receive a response within the first 30 minutes
Corporate Problem Solving Success
Median for first response time (moving window over 365 days)
Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-140
10
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60
42 Ecosystem Expansion
Month
Med
ian
Urg
ent
Req
ues
t F
irst
Res
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nse
Tim
e (m
inu
tes)
TechnoWeb KM performance
source: http://www.slideshare.net/heisss/wima-siemens-v11public
Page 44 May 2014 Corporate Technology Unrestricted © Siemens AG 2014. All rights reserved
The higher the Business Impact level, the higher the probability that it is answered
Corporate Problem Solving Success
Monitoring of Business Impact Level (BI) of unanswered Urgent Requests
Oct-1
1
Nov-1
1
Dec-1
1
Jan-
12
Feb-1
2
Mar
-12
Apr-1
2
May
-12
Jun-
12
Jul-1
2
Aug-1
2
Sep-1
2
Oct-1
2
Nov-1
2
Dec-1
2
Jan-
13
Feb-1
3
Mar
-13
Apr-1
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May
-13
Jun-
13
Jul-1
3
Aug-1
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Sep-1
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Oct-1
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Nov-1
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Jan-
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Feb-1
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Mar
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Apr-1
40
1
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BI € 1000 BI € 10 000 BI € 50 000 BI € 250 000 BI € 1 000 000
1)
1) Unanswered Urgent Request was too specific
TechnoWeb KM impact
Key Figures
Corporate Problem Solving: Urgent Request Ø 30 Mio.€/year accumulated business impact Ø 7 Replies / Urgent Request
(w/o Author’s comment) Median: 31 minutes for first response
source: http://www.slideshare.net/heisss/wima-siemens-v11public
Page 45 May 2014 Corporate Technology Unrestricted © Siemens AG 2014. All rights reserved
Strategy: value steering focuses on the value (RIP) – the benefit (ROI) follows as a consequence
Driver Tree for the TechnoWeb Balanced Score Card 2014
GrowthActivity
Value (RIP) Benefit (ROI)
Attract New Users# of new users per month,
total # of users
Foster Cross-SectorCommunication
Avg. # of sectors / network (quarterly)
Enrich Targeting Information (Digital Trace)
Avg. level, histogram of tag assigned (quarterly)
Corporate Problem Solving SuccessUrgent Request Success Rate (including monitoring1)
of Business Impact level of unanswered Urgent Requests), median of first response time (moving window over 12 months)
GenerateBusiness Impact
Σ Business Impact in €of Urgent Request with reply
(moving accumulation over 12 months) 1)
Increase Retentionretention rate (%) of not new userswithin 1 full month / 12 months 2)
Trigger Cross-SectorCollaboration
Avg. # of sectors / Urgent Request
Provide Targeted Audience for Written Content (Write)
write rate (%) of not new userswithin 1 full month / 12 months 2)
Increase Recommendations# of invite activities / month
Increase Moderated Content
Total # of Technology Portals
Provide Simple Interactions (Activity)
activity rate (%) of not new users within 1 full month / 12 months2)
Encourage Users toJoin Networks
# of users with network memberships
1) Details in monthly analysis 2) Details per cohort monthly and annually An improvement of A leads to an improvement of B (thick lines: strong dependency) BA
TechnoWeb KM impact
source: http://www.slideshare.net/heisss/wima-siemens-v11public
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 46
Does knowledge management produce practical outcomes?Peter Rex Massingham and Rada K. Massingham, VOL. 18 NO. 2 2014 JOURNAL OF KNOWLEDGE MANAGEMENT PAGE 251
“… Third, do not focus on financial gain. While you can try to identify the cost savings or return on investment from KM, it is very difficult to convince senior practitioners that KM can directly influence the bottom line” May 2014
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 47
top-down Knowledge Strategy- management –
middle-top-down KM Strategy- KM support organization –
bottom-up K & KM Strategy- knowledge worker –
higher
business
performance ?
measuringbusiness state
& value
measuring k qualityand impact
measuring KMstate & impact
improvedk quality
higher k work performance
improvedKM systems
impact of other support/ mngt. disciplines & …
no mono-causalrelationship
uWhy is there no direct causal connectionbetween KM performance and business performance?
k = knowledge
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 48
Exercise: quick & dirty KM State & Needs Analysis – how is the situation in your organization today?
KM process comment importance effectivity
Find the appropriate document / information
Find the appropriate CoP
Find the appropriate expert
Leaving Expert Debriefing
Lessons Learned Sharing
Creating a COPand collaborating within
very important important not relevant ok medium unsufficient
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 49
Knowledge Strategy – task of the Management Team
Focus: Measuring knowledge and KM – state, quality, value and importance
KM strategy – task of the KM support organization
Focus: KM program to successfully implement KM
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 50
uKM strategy – objectives and implementation plans of the KM support organization – examples
see KM4 – KM support organization
mid-term KM roadmap?
there have to be strategies for those tasks,e.g. … for k marketplaces we will changeto SharePoint combined with social media… and co-operate with …;
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 51
Knowledge Strategy – task of the Management Team
Focus: Measuring knowledge and KM – state, quality, value and importance
KM strategy – task of the KM support organization
Focus: KM program to successfully implement KM
Agenda
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 52
Knowledge Strategy most urgent KM actionsfor the business KM requirements from management perspective
KM Analysis as-is/to-be Which KM instruments are necessary /have to be improved? KM requirements fromall knowledge workersperspective
Revision: Knowledge Strategy and KM Analysis – interplay
Prio-1
?
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 53
Integrating Knowledge Strategy results anddraft roadmap as basis for the KM program – example
Transfer Knowledge Find & Navigate Social Networking
locate expertand learn
locate team/work group/community
locate informationand learn
applymeta data
improve for social intranet
build community & collaborate
share/promote innovation strategy
reuseLessons Learned
Team Briefing & Debriefing
continuous expert knowl. retention
leaving expertdebriefing
improve idea management
customer/partner relationship mngt.
2013
urgent in Prio-1 k. areas: knowledge area A
knowledge area B
knowledge area C
additionally from the management team‘s Knowledge Strategy
• additional KM tasks, e.g. for subject matter experts
• additional managerial and organizational improvement measures, e.g. concerning k. & innovation culture
example: urgent in 3 business-critical
knowledge areas re-arrange KM
roadmap?
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 54
knowledgeas-is
KM systems – as-is KM systems – to-be
vision – mission – strategy
uSummarizing:K Strategy … KM Strategy …KM Program … KM systems
knowledgeto-be
?
businessto-be
business transformation
Knowledge Strategy
shared under-standing …modification
businessas-is
KM State & Needs Analysis (mid-term) KM roadmap … KM Strategy
KM Programas-is
KM Programto-be
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 55
uRecommendation: Successful KM implementation / improvement for a business unit / sector / organization
preliminary KM-Roadmapknowledge worker buy-in
KM State & Needs Analysis
Knowledge & KM measures focused by business strategy management involvement
Knowledge Strategy
KM-Mentor … steering board?
KM community
inter-disciplinary KM team
implementation& „operation“
taylored KM Program+ mid-term KM-Roadmap
KM programdefinition
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 56
Intellectual Capital Statement – Knowledge Balance reporting and improvement
define relevant indicators forHuman Capital | Structural Capital | Relationship Capital
measure / evaluate as-is indicators and define to-be
derive important drivers related to business and relate with indicators
derive KM / Intellectual Capital Mngt. measures
more information …
Rory L Chase: Intellectual capital reporting. Emerald, 2007
http://www.akwissensbilanz.org/index-en.htm
Guideline and free software (in German):http://www.akwissensbilanz.org/Infoservice/Infomaterial/WB-Leitfaden_2.0.pdf
see papers / books fromLeif Edvinson
Other K and KM planning instruments – example
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examples:(HC) # annual training days / employee(SC) # processes with reference model(RC) # customer visits / year
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 57
Knowledge Strategy – task of the Management Team
Measuring knowledge and KM –
state, quality, value and importance
KM strategy – task of the KM support organization
KM program to successfully implement KM
Summary & discussion
Prio-1
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 58
Contact
Dr.-Ing. Josef Hofer-AlfeisConsulting for Knowledge and Innovation Management
Josef-Sterr-Str. 4, 81377 München, GermanyT +49 89 85661623M +49 173 9775943Email [email protected]
Skype JHofer-AlfeisBrainGuide http://www.brainguide.de/dr-ing-josef-hofer-alfeis/persondetail,1,,,,,69354.html
XING https://www.xing.com/profile/Josef_HoferAlfeis
Public Maven profile: http://www.maven.co/profile/5Anc2u3D
Twitter HoferAlfeisJBookmarking http://del.icio.us/HoferAlfeisJ
Facebook http://www.facebook.com/profile.php?id=1800807835#!/
yasni http://person.yasni.de/josef-hofer-alfeis-17021.htm
PartnerCompetence Center Knowledge | Innovation | Intellectual Capital Mgt.Amontis Consulting AGKurfürsten Anlage 34D-69115 Heidelbergwww.amontis.com
Dr.-Ing. Josef Hofer-Alfeis, 2014 - 59
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
LINKS:
www.knowledgebusiness.com www.apqc.org/membership-knowledge-management www.pwm.at www.c-o-k.de/index.htm www.xing.com/net/pri3b94dax/knowledgemanagement/ www.xing.com/net/wm www.wissenmanagen.net/ www.cogneon.de www.eknowledgecenter.com Bookmark services from JHA:
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
JOURNALS:
Wissensmanagement (Fokus Anwenndung, Beratung, Anbieter)
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., et al: D-A-CH Wissensmanagement Glossar ... ‑ In: KnowTech Konferenzband 2009, www.knowtech.net
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
~: Wissensmanagement im prozess-orientierten Unternehmen. Beitrag in: KnowTech Konferenzband 2006, www.knowtech.net
~: 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
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Dr.-Ing. Josef Hofer-Alfeis, 2014 - 60
Analysis of KM / InnoM state and needs via interviews with key people and design of an inter-disciplinary KM / InnoM program
Moderation of developing a knowledge strategy with the business strategy by the management team
Support of KM strategy definition, KM implementation and controlling
Systematic and transparent design of expert career systems based on a knowledge strategy
Support with specific KM / InnoM instruments – examples:
Debriefing of teams or leaving experts
Development and improvement of communities of practice and other social networks
Coaching by development of an individual knowledge strategy / KM program
Dr.-Ing. Josef Hofer-Alfeis:Consulting Offerings for KM and Innovation Mngt. (InnoM)
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