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Knowledge Management
       and SharePoint
                      Willem Burger
          SharePoint Lead - Shoprite
   KM Areas to cover
   SharePoint and Knowledge Management
    capabilities
   Storeportal and headoffice & learning
    portal stories
   Our Knowledge Centre's SharePoint future
   Pervasive Knowledge Management in
    SharePoint
   Cultural Issues and Adoption


Agenda
   Understand the application of information
    and communication technologies in
    knowledge management
    ◦ SharePoint is one platform to apply this.

   Understand the strategic importance of both
    tacit and explicit knowledge
    ◦ SharePoint stores content and information created
      mostly by people
    ◦ Tacit knowledge (people) connectors can be stored
      in SharePoint. Challenges exist


Areas to cover
How SharePoint can help (dilbert)
SharePoint and Knowledge
Management capabilities
SharePoint in a nutshell
Place of
                                knowledge
                 artifact                     individual


structured         Document                 Expert User
                    libraries                 Profile
Nature of
knowledge
             Content Stores
                                              Free flow
                (i.e file
unstructured                                Collaboration
                shares)



             Enhanced knowledge content and time saving
               When searching for content in Sharepoint



Knowledge quadrant
SharePoint: Document Properties




SharePoint Metadata
A Powerful Combination

             SharePoint                          Taxonomy
 •Many content types and formats     •Methodical classification and
      •Documents                     categorization
      •Images / media                •Controlled tagging vocabulary
      •Wikis / blogs / discussions
                                     •Faceted; multiple points of access
      •People records
                                     •Systematically governed
      •Business data
      •Events                        •Maps organizational knowledge
 •Residing in a single system        •Contextualizes content
 •Created and managed through a      •Improves search precision and recall
 common process
                                     •Facilitates information discovery
 •Searchable through one search
 engine




            Findability  Actionability  Business value
 Reusable Columns that can be assigned to
  multiple Lists and sites
 Useful for maintaining consistent metadata
 Available to all sites within a hierarchy




Power Tool: Site Columns
   Create content templates
     By audience or originator (e.g., Finance Documents, HR
      Documents)
     By function or format (e.g., Analyst Report, Status Report)
   Pre-assign subsets of the taxonomy to specific Content Types
   Benefits:
     Consistency and relevance of metadata
     Improved findability and actionability
    Power Tool: Content Types
   Managed metadata is a hierarchical collection of
    centrally managed terms that you can define, and
    then use as attributes for items.

   Terms and term sets
    ◦ A term is a word or a phrase that can be associated with an
      item. (white, blue)
    ◦ A term set is a collection of related terms. (color)
    ◦ Global Terms (Across Site Collections) and Local Terms
      (single Site Collection)

   Folksonomy
    ◦ A folksonomy is the classification that results when Web site
      users collaboratively apply words, labels, or terms to
      content on a site. (tag Cloud)




Power Tool: Managed metadata
Power Tool: Managed metadata
Power Tool: Managed metadata
Power Tool: Managed metadata
 Interests section
 Organization
 Tags and Notes (social)
 Content
 Colleagues
 Membership


   User Profile Properties (i.e. Office, Language,
    County)


Powertool : My sites and user
profiles
   Blogs
    ◦ Personal sharing of information Tacit knowledge
   Forums
    ◦ Discussion Board (sharing and commenting)
   Wiki’s
    ◦ Team sites and quick building of content for
      sharing purposes




    Powertool Blogs and wiki’s
   Search helps people find the information they
    need to get their jobs done. It provides
    ◦ intranet search,
    ◦ people search,
    ◦ and a platform to build search-driven applications
   It’s combines relevance, refinement, and
    people
    ◦ Find Content Faster
    ◦ Help People Connect




Search
   Metadata-Driven Navigation
    ◦ Refiners (aka faceted search),tags etc
 People and Expertise Search
 Customize the Search Experience
 Microsoft FAST Search Server 2010 for
  SharePoint




Search - features
Traditional Approach




Headoffice portal Storeportal and
stories - KM
Head office
Store Portal
Traditional Approach




Knowledge Learning
Public Information Sharing
DEMO
   Something old , something new,
      something borrowed, something…




Our new approach
Head Office               Storeportal

                 Central
                Knowledge
                  Centre




Knowledge Centre's in SharePoint
tablets and mobile
Customers    Employees   Operations




                 Mobile




            Business Systems



Mobile Audiences
   Spreading widely throughout an area or a group
    of people, naturally


       Create/Source               Formalize/organize
       •    Anybody,               •   Taxonomy,
            share,tools            •   folksonomy




        Collaborate/feedback Distribute/consume
        •   Consumptions, Team,    •   Bubble up,
            Refinement Pervasive   •   integrated day to day




Pervasive Knowledge Management
Pervasive Knowledge Management
in SharePoint
A known sample of informal and pervasive knowledge,
information sharing and collaboration platform –The
Internet

What does the internet provide that makes it a popular,
indispensable platform?
 vast collection of tools to access
 tools to post, share and consume information
 Blogs and forums allow users to post ideas and opinions,
  involve professionals as well as informal experts
 Facebook ,twitter, LinkedIn (informed assumptions by
  utilizing the taxonomy and metadata of the user’s profile)
 Search engines like Google (in time information and
  knowledge, daily)




Everyday Pervasive Sample
Some thoughts on how organizations can overcome the cultural
issues and adoption roadblocks in their roadmap of moving from
traditional to pervasive knowledge management

   Focus on creating a pervasive environment within your
    organization

   Focus on enabling the users with the right set of tools and
    providing them in the right places

   Replicate the best of tools and applications on the internet in the
    context of your organization

   Analyze and identify the incentives and benefits for users to
    proactively use the tools


Cultural Issues and Adoption –
Some Thoughts.
   Cultures Question
    ◦ Am I forcing this onto a organization that is not ready for
      Pervasive approach
    ◦ Do I have the buy in from the right people
    ◦ What benefit will the choice makers get




Cultural Issues and Adoption –
Some Thoughts.
 Analyze your organizations needs in terms of
  pervasive knowledge management and learning
 How do you intend to use SharePoint in your
  organization and what is the roadmap?
 Develop a Strategy for Pervasive KM & Learning for
  your organization
 Build the framework and tools necessary to support
  the strategy




Getting Started
Recap
           &
          QA



                 Willem Burger
                 SharePoint Lead – Shoprite
                 wburger@shoprite.co.za
thanks           @willemburger

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Knowledge management and sharepoint

  • 1. Knowledge Management and SharePoint Willem Burger SharePoint Lead - Shoprite
  • 2. KM Areas to cover  SharePoint and Knowledge Management capabilities  Storeportal and headoffice & learning portal stories  Our Knowledge Centre's SharePoint future  Pervasive Knowledge Management in SharePoint  Cultural Issues and Adoption Agenda
  • 3. Understand the application of information and communication technologies in knowledge management ◦ SharePoint is one platform to apply this.  Understand the strategic importance of both tacit and explicit knowledge ◦ SharePoint stores content and information created mostly by people ◦ Tacit knowledge (people) connectors can be stored in SharePoint. Challenges exist Areas to cover
  • 4. How SharePoint can help (dilbert)
  • 6. SharePoint in a nutshell
  • 7. Place of knowledge artifact individual structured Document Expert User libraries Profile Nature of knowledge Content Stores Free flow (i.e file unstructured Collaboration shares) Enhanced knowledge content and time saving When searching for content in Sharepoint Knowledge quadrant
  • 9. A Powerful Combination SharePoint Taxonomy •Many content types and formats •Methodical classification and •Documents categorization •Images / media •Controlled tagging vocabulary •Wikis / blogs / discussions •Faceted; multiple points of access •People records •Systematically governed •Business data •Events •Maps organizational knowledge •Residing in a single system •Contextualizes content •Created and managed through a •Improves search precision and recall common process •Facilitates information discovery •Searchable through one search engine Findability  Actionability  Business value
  • 10.  Reusable Columns that can be assigned to multiple Lists and sites  Useful for maintaining consistent metadata  Available to all sites within a hierarchy Power Tool: Site Columns
  • 11. Create content templates  By audience or originator (e.g., Finance Documents, HR Documents)  By function or format (e.g., Analyst Report, Status Report)  Pre-assign subsets of the taxonomy to specific Content Types  Benefits:  Consistency and relevance of metadata  Improved findability and actionability Power Tool: Content Types
  • 12. Managed metadata is a hierarchical collection of centrally managed terms that you can define, and then use as attributes for items.  Terms and term sets ◦ A term is a word or a phrase that can be associated with an item. (white, blue) ◦ A term set is a collection of related terms. (color) ◦ Global Terms (Across Site Collections) and Local Terms (single Site Collection)  Folksonomy ◦ A folksonomy is the classification that results when Web site users collaboratively apply words, labels, or terms to content on a site. (tag Cloud) Power Tool: Managed metadata
  • 15.
  • 17.  Interests section  Organization  Tags and Notes (social)  Content  Colleagues  Membership  User Profile Properties (i.e. Office, Language, County) Powertool : My sites and user profiles
  • 18.
  • 19. Blogs ◦ Personal sharing of information Tacit knowledge  Forums ◦ Discussion Board (sharing and commenting)  Wiki’s ◦ Team sites and quick building of content for sharing purposes Powertool Blogs and wiki’s
  • 20. Search helps people find the information they need to get their jobs done. It provides ◦ intranet search, ◦ people search, ◦ and a platform to build search-driven applications  It’s combines relevance, refinement, and people ◦ Find Content Faster ◦ Help People Connect Search
  • 21. Metadata-Driven Navigation ◦ Refiners (aka faceted search),tags etc  People and Expertise Search  Customize the Search Experience  Microsoft FAST Search Server 2010 for SharePoint Search - features
  • 22.
  • 23. Traditional Approach Headoffice portal Storeportal and stories - KM
  • 26.
  • 29. DEMO
  • 30. Something old , something new, something borrowed, something… Our new approach
  • 31. Head Office Storeportal Central Knowledge Centre Knowledge Centre's in SharePoint tablets and mobile
  • 32. Customers Employees Operations Mobile Business Systems Mobile Audiences
  • 33. Spreading widely throughout an area or a group of people, naturally Create/Source Formalize/organize • Anybody, • Taxonomy, share,tools • folksonomy Collaborate/feedback Distribute/consume • Consumptions, Team, • Bubble up, Refinement Pervasive • integrated day to day Pervasive Knowledge Management
  • 35.
  • 36.
  • 37.
  • 38. A known sample of informal and pervasive knowledge, information sharing and collaboration platform –The Internet What does the internet provide that makes it a popular, indispensable platform?  vast collection of tools to access  tools to post, share and consume information  Blogs and forums allow users to post ideas and opinions, involve professionals as well as informal experts  Facebook ,twitter, LinkedIn (informed assumptions by utilizing the taxonomy and metadata of the user’s profile)  Search engines like Google (in time information and knowledge, daily) Everyday Pervasive Sample
  • 39. Some thoughts on how organizations can overcome the cultural issues and adoption roadblocks in their roadmap of moving from traditional to pervasive knowledge management  Focus on creating a pervasive environment within your organization  Focus on enabling the users with the right set of tools and providing them in the right places  Replicate the best of tools and applications on the internet in the context of your organization  Analyze and identify the incentives and benefits for users to proactively use the tools Cultural Issues and Adoption – Some Thoughts.
  • 40. Cultures Question ◦ Am I forcing this onto a organization that is not ready for Pervasive approach ◦ Do I have the buy in from the right people ◦ What benefit will the choice makers get Cultural Issues and Adoption – Some Thoughts.
  • 41.  Analyze your organizations needs in terms of pervasive knowledge management and learning  How do you intend to use SharePoint in your organization and what is the roadmap?  Develop a Strategy for Pervasive KM & Learning for your organization  Build the framework and tools necessary to support the strategy Getting Started
  • 42. Recap & QA Willem Burger SharePoint Lead – Shoprite wburger@shoprite.co.za thanks @willemburger

Notas del editor

  1. Microsoft SharePoint helps your organization to fill in the gaps that exist in collaboration, information utilization and management, knowledge management and process automation among others. SharePoint can be the one platform that can help bring together content, data, processes, knowledge and people in a centralized fashion –helping improve the organizational productivity and efficiency General
  2. Folksonomy: If you have ever seen a tag cloud on a Web site, then you have seen a visualization of a folksonomy.
  3. of your SharePoint user profile lists subjects that are important to youyour interests may appear in your public profile that people in your organization can see when they click your name or picture
  4. Benefits Find Content Faster , Help People Connect searchmakes SharePoint search very unique. This new approach to search provides an experience that is highly personalized, efficient, and effective
  5. New approach needed
  6. What are the challenges your organization faces today in terms of Knowledge Management & Learning?How do you deliver Knowledge Management artifacts to your community and how can social technologies help?What objectives are paramount to your organization in terms of Knowledge Management and Learning?Which Web 2.0 Technologies do you use and would need to be part of the Social Collaboration and Sharing framework in your organization?