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Knowledge Management in
  Software Development
        Karsten Jahn
        PhD Defence
     November 29, 2012
Knowledge Management
  Knowledge management enables the knowledge sharing
  between people, where one person transfers their
  knowledge to another one.


Support:
• Knowledge Management Strategy
                           (Hansen et al., 1999)
• Knowledge Management System
                   (Davenport & Prusak, 1998)
                                                       2
The KiWi Project
• Title: Knowledge in a Wiki
• Study the possibilities of a semantic wiki in
  knowledge management.




                                                  3
Project Knowledge Management
• Case with business partner: Logica
  – Providing IT & business solutions
  – ca. 800 IT & Software specialists in DK
• Issues regarding knowledge management in the
  case company
  – Analyze
  – Address

Research Question:
  How can IT systems support knowledge management in
  software development?

                                                       4
Action Design Research (ADR)
• Outlined by Sein et al. (2011)
  – Method of 4 stages
• Dual process
  – Support practitioners in application domain
  – Forming theory to be added to body of knowledge
• Ensemble view of IT artefacts



                                                  5
4 Stages of ADR




                  6
Ensemble View of IT Artefacts
• Traditionally: Focus on IT artefact
• Ensemble view includes e.g.
  – interaction with people
  – embedding in context




                                        7
My ADR
         Data collection
         fed from:
            – Ensemble view
            – Context
            – Design process




                           8
Data Collection
• Documents from the case company
• Interviews
  – Project visits
  – Part of final evaluation phase
• Meetings
  – Observations
  – Participants


                                     9
Data Analysis
• On-going process
• Important aspect of shaping process
• Feeding back into design process (stage 3)




                                               10
ADR 1: Problem Formulation




                             11
Isolated Islands of Knowledge
• Strong project-orientation isolates
  projects/project knowledge from one another
• Problems:
  – Projects internally encapsulate knowledge, which is
    created through project work (A1)
  – Finding experts within company is difficult (A2)
  – Employees do not share their knowledge with people
    from other projects (A3)
  – Documentation of project work is often inconsistent
    or incomplete (A4)

                                                          12
Inadequate Bridging of Knowledge
• Bridging of the knowledge isolation is not
  successfully implemented
• Problems:
  – Process descriptions are too complex and
    numerous (B1)
  – Communication between process designers and
    process executors is difficult to establish (B2)
  – Documentation provided by projects is not
    connected (B3)
                                                       13
ADR 2: BIE Circles
• Through constant iteration of BIE circles
  – Iterative approach
  – Consecutive phases
  – Continuously applied
• Outcome: Design
  – Based on 4 design ideas




                                              14
Knowledge Management Strategy
Codification              Personalization
• People to documents     • Person to person
• Similarity-based        • Goal-oriented
• Competitive strategy:   • Competitive strategy:
  Specialization in a       Customized & unique
  certain field             solutions
• System support: Heavy   • System support: Moderate
   – Archive                 – Facilitate conversations
   – Search




                                                          15
The Strategies
• Focus on one strategy only, reflecting the
  competitive strategy.
• Utilize the other strategy to support
  – In a 80-20 share




                                               16
Layers in Organization
Problem analysis showed:
  – Projects are personalized
  – Management is codified




                                17
Design Idea 1
 Supporting the two organizational layers
 with different knowledge management
 strategies: The management layer follows a
 codification strategy and the development
 layer the personalization.




                                              18
Connecting the Layers
Project managers are part of both layers
  – Reporting project status to management
  – Applying knowledge from management layer in
    development layer




                                                  19
Design Idea 2
 Connecting the two organizational layers in
 order to establish and support knowledge
 sharing between them.




                                               20
Supporting the Layers
  Design Idea 3:
         Utilizing a wiki in order to support the personalization
         strategy within the development layer.

  Design Idea 4:
         Utilizing a project management system (PMS) in order
         to support the codification strategy within the
         management layer.
PMS



Wiki                                                                21
KiWi Systems




               22
Workflow Scenario




                    23
Final Evaluation: Settings
• User test in usability lab
  – 2 test users
  – 3 iterations
• Procedure
  – Follow use cases
  – Interview
• Focus:
  – Usefulness
  – Not usability

                               24
Final Evaluation: Results
•   Poor usability
•   Improved information access
•   Processes easier to follow than to violate
•   Systems address issues and provide solution




                                                  25
ADR 3: Reflecting and Learning
Research Question:
  How can IT systems support knowledge
  management in software development?


• KiWi systems support knowledge
  management for case company.
• Design ideas are contribution to the
  body of knowledge

                                         26
Contribution: Design Idea 1
”Multiple strategies through layers”
• Division of problems reflects layers:
   – Development → Isolated islands of knowledge
   – Management → Inadequate bridging of knowledge
• Extending theory on strategies:
   – Acknolowging best fitting strategy in layer
   – More fine grained choice
   – 2 strategies in the same organization
• Perspectives of knowledge (Alavi & Leidner, 2001)
   – Context dependend
   – Predominant ones differ between layers
                                                     27
Contribution: Design Idea 2
”Connecting the layers”
• Addresses problems with connection:
  – B2, feedback circle. Focus: People.
  – B3, connected documentation. Focus: Strategies
• Aspects of knowledge management in software
  development (Rus & Lindvall, 2002)
  – Not equally spread in organization, yet supported
• Linking strategies to modes of knowledge creation
  (Nonaka, 1994)
• Extension to Experience Factory (Basili, 1989)
  – Enabling personalization
                                                        28
Contribution: Design Idea 3
”Wiki for personalization”
• Addresses different problems, because
   – Centralized system with easy access for everyone
   – Support for collaboration and communication
• Linking personalization to informal knowledge base
  (Davenport & Prusak, 1998)
• Personalized experience factory (Basili, 1989)
   – Not: People to system, system to people (indirect)
   – But: People through system to people (direct)
• IT support in personalization (Hansen et al., 1999)
   – 20% codification
   – Wiki is also: IT support to connect people
                                                          29
Contribution: Design Idea 4
”Project management system for codification”
• PMS necessity for case company and many
  other organizations
• Addresses problem of connecting
  documentation (B3)
• Linking codification to structured knowledge
  base (Davenport & Prusak, 1998)


                                                 30
Contribution: KiWi Systems
• Design ideas cannot be seen isolated only
• All problems are addressed
• Layered approach to focus on different strategies
  (Hansen et al., 1999)
• Implementation to knowledge sharing approach
  outlined by (Alavi & Leidner, 2001)
• Extension to experience factory (Basili, 1989)
   – No separation between project work and knowledge base
• Focus on social aspects, not IT (Kautz & Thaysen, 2001)
   – IT is part of social aspect

                                                             31
Thank you for your attention.




                                32
KiWi Platform




                33
Data Exchange Agent




                      34
Project Management Application




                                 35
Bibliography
•   Maryam Alavi and Dorothy E. Leidner. Review: Knowledge Management and
    Knowledge Management Systems: Conceptual Foundations and Research Issues.
    MIS Quarterly, 25(1):107-136, 2001.
•   Victor R. Basili. Software Development: A Paradigm for the Future. In Proceedings
    of the 13th Annual International Computer Software and Applications Conference
    (COMPSAC'89), 1989.
•   Thomas H. Davenport and L. Prusak. Working Knowledge: How Organizations
    Manage What They Know. Harvard Business School Press, Boston, MA, 1998.
•   Morten T. Hansen, Nitin Nohria, and Thomas Tierney. What's Your Strategy for
    Managing Knowledge? Harward Business Review, 77(2):106-116, 1999.
•   Karlheiz Kautz and Kim Thaysen. Knowledge, learning and IT support in a small
    software company. Journal of Knowledge Management, 5(4):349-357, 2001.
•   Ikujiro Nonaka. A Dynamic Theory of Organizational Knowledge Creation.
    Organization Science, 5:14-37, 1994.
•   Ioana Rus and Mikael Lindvall. Knowledge Management in Software Engineering.
    IEEE Software, 19(3):26-38, June 2002.
•   Maung K. Sein, Ola Henfridsson, Sandeep Purao, Matti Rossi, and Rikard Lindgren.
    Action Design Research. MIS Quarterly, 35(1):37-56, 2011.

                                                                                    36

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Knowledge Management in Software Development

  • 1. Knowledge Management in Software Development Karsten Jahn PhD Defence November 29, 2012
  • 2. Knowledge Management Knowledge management enables the knowledge sharing between people, where one person transfers their knowledge to another one. Support: • Knowledge Management Strategy (Hansen et al., 1999) • Knowledge Management System (Davenport & Prusak, 1998) 2
  • 3. The KiWi Project • Title: Knowledge in a Wiki • Study the possibilities of a semantic wiki in knowledge management. 3
  • 4. Project Knowledge Management • Case with business partner: Logica – Providing IT & business solutions – ca. 800 IT & Software specialists in DK • Issues regarding knowledge management in the case company – Analyze – Address Research Question: How can IT systems support knowledge management in software development? 4
  • 5. Action Design Research (ADR) • Outlined by Sein et al. (2011) – Method of 4 stages • Dual process – Support practitioners in application domain – Forming theory to be added to body of knowledge • Ensemble view of IT artefacts 5
  • 6. 4 Stages of ADR 6
  • 7. Ensemble View of IT Artefacts • Traditionally: Focus on IT artefact • Ensemble view includes e.g. – interaction with people – embedding in context 7
  • 8. My ADR Data collection fed from: – Ensemble view – Context – Design process 8
  • 9. Data Collection • Documents from the case company • Interviews – Project visits – Part of final evaluation phase • Meetings – Observations – Participants 9
  • 10. Data Analysis • On-going process • Important aspect of shaping process • Feeding back into design process (stage 3) 10
  • 11. ADR 1: Problem Formulation 11
  • 12. Isolated Islands of Knowledge • Strong project-orientation isolates projects/project knowledge from one another • Problems: – Projects internally encapsulate knowledge, which is created through project work (A1) – Finding experts within company is difficult (A2) – Employees do not share their knowledge with people from other projects (A3) – Documentation of project work is often inconsistent or incomplete (A4) 12
  • 13. Inadequate Bridging of Knowledge • Bridging of the knowledge isolation is not successfully implemented • Problems: – Process descriptions are too complex and numerous (B1) – Communication between process designers and process executors is difficult to establish (B2) – Documentation provided by projects is not connected (B3) 13
  • 14. ADR 2: BIE Circles • Through constant iteration of BIE circles – Iterative approach – Consecutive phases – Continuously applied • Outcome: Design – Based on 4 design ideas 14
  • 15. Knowledge Management Strategy Codification Personalization • People to documents • Person to person • Similarity-based • Goal-oriented • Competitive strategy: • Competitive strategy: Specialization in a Customized & unique certain field solutions • System support: Heavy • System support: Moderate – Archive – Facilitate conversations – Search 15
  • 16. The Strategies • Focus on one strategy only, reflecting the competitive strategy. • Utilize the other strategy to support – In a 80-20 share 16
  • 17. Layers in Organization Problem analysis showed: – Projects are personalized – Management is codified 17
  • 18. Design Idea 1 Supporting the two organizational layers with different knowledge management strategies: The management layer follows a codification strategy and the development layer the personalization. 18
  • 19. Connecting the Layers Project managers are part of both layers – Reporting project status to management – Applying knowledge from management layer in development layer 19
  • 20. Design Idea 2 Connecting the two organizational layers in order to establish and support knowledge sharing between them. 20
  • 21. Supporting the Layers Design Idea 3: Utilizing a wiki in order to support the personalization strategy within the development layer. Design Idea 4: Utilizing a project management system (PMS) in order to support the codification strategy within the management layer. PMS Wiki 21
  • 24. Final Evaluation: Settings • User test in usability lab – 2 test users – 3 iterations • Procedure – Follow use cases – Interview • Focus: – Usefulness – Not usability 24
  • 25. Final Evaluation: Results • Poor usability • Improved information access • Processes easier to follow than to violate • Systems address issues and provide solution 25
  • 26. ADR 3: Reflecting and Learning Research Question: How can IT systems support knowledge management in software development? • KiWi systems support knowledge management for case company. • Design ideas are contribution to the body of knowledge 26
  • 27. Contribution: Design Idea 1 ”Multiple strategies through layers” • Division of problems reflects layers: – Development → Isolated islands of knowledge – Management → Inadequate bridging of knowledge • Extending theory on strategies: – Acknolowging best fitting strategy in layer – More fine grained choice – 2 strategies in the same organization • Perspectives of knowledge (Alavi & Leidner, 2001) – Context dependend – Predominant ones differ between layers 27
  • 28. Contribution: Design Idea 2 ”Connecting the layers” • Addresses problems with connection: – B2, feedback circle. Focus: People. – B3, connected documentation. Focus: Strategies • Aspects of knowledge management in software development (Rus & Lindvall, 2002) – Not equally spread in organization, yet supported • Linking strategies to modes of knowledge creation (Nonaka, 1994) • Extension to Experience Factory (Basili, 1989) – Enabling personalization 28
  • 29. Contribution: Design Idea 3 ”Wiki for personalization” • Addresses different problems, because – Centralized system with easy access for everyone – Support for collaboration and communication • Linking personalization to informal knowledge base (Davenport & Prusak, 1998) • Personalized experience factory (Basili, 1989) – Not: People to system, system to people (indirect) – But: People through system to people (direct) • IT support in personalization (Hansen et al., 1999) – 20% codification – Wiki is also: IT support to connect people 29
  • 30. Contribution: Design Idea 4 ”Project management system for codification” • PMS necessity for case company and many other organizations • Addresses problem of connecting documentation (B3) • Linking codification to structured knowledge base (Davenport & Prusak, 1998) 30
  • 31. Contribution: KiWi Systems • Design ideas cannot be seen isolated only • All problems are addressed • Layered approach to focus on different strategies (Hansen et al., 1999) • Implementation to knowledge sharing approach outlined by (Alavi & Leidner, 2001) • Extension to experience factory (Basili, 1989) – No separation between project work and knowledge base • Focus on social aspects, not IT (Kautz & Thaysen, 2001) – IT is part of social aspect 31
  • 32. Thank you for your attention. 32
  • 36. Bibliography • Maryam Alavi and Dorothy E. Leidner. Review: Knowledge Management and Knowledge Management Systems: Conceptual Foundations and Research Issues. MIS Quarterly, 25(1):107-136, 2001. • Victor R. Basili. Software Development: A Paradigm for the Future. In Proceedings of the 13th Annual International Computer Software and Applications Conference (COMPSAC'89), 1989. • Thomas H. Davenport and L. Prusak. Working Knowledge: How Organizations Manage What They Know. Harvard Business School Press, Boston, MA, 1998. • Morten T. Hansen, Nitin Nohria, and Thomas Tierney. What's Your Strategy for Managing Knowledge? Harward Business Review, 77(2):106-116, 1999. • Karlheiz Kautz and Kim Thaysen. Knowledge, learning and IT support in a small software company. Journal of Knowledge Management, 5(4):349-357, 2001. • Ikujiro Nonaka. A Dynamic Theory of Organizational Knowledge Creation. Organization Science, 5:14-37, 1994. • Ioana Rus and Mikael Lindvall. Knowledge Management in Software Engineering. IEEE Software, 19(3):26-38, June 2002. • Maung K. Sein, Ola Henfridsson, Sandeep Purao, Matti Rossi, and Rikard Lindgren. Action Design Research. MIS Quarterly, 35(1):37-56, 2011. 36

Notas del editor

  1. EU founded FP7 Project7 partners from 4 countries
  2. Like Design ResearchCharacteristic
  3. 3. Reflects on 1 & 2 in parallelContributions to body of knowledgecanbeidentifiedResearch processcanbeadjusted4. No directinteraction with projectworkSharingfindingsMakingthemapplicable for future use
  4. Traditionally: In Design Science
  5. Traditionalareas of research: Design, Data Collection, Data analysis
  6. Identifiedknowledge management issues from case company.
  7. Following coversresults of all 3 phases.First: Detour. KM Strategies
  8. KM Strategy has to fit the competitivestrategy!
  9. Reasons forthatarehistoryCMM
  10. Codifiedknowledge in form of processesProblems show thatproject managers areoverwhelmed by work. Support neccessary!
  11. Making the life of a project managereasier
  12. Making the life of a project managereasier
  13. To gather more dataVeryfocussedTest users: Experienced professionals, representatives for company and rolesEnsemble view: Right people/scenario/data
  14. Perspectivesinfluence km approach and systemPerspectivescan’tbeseparated from eachothertotally. Depending on contextdifferentperspectivesapply (A&L).Design ideas set focus, confirming A&L
  15. Aspects:Core software developmentactivitiesProduct & projectmemoryLearning & improvementNonaka: Combination!
  16. Project management system => Enterprise systemContributionlimited: Traditional approach