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ALBERT SIMARD INTEGRATED KNOWLEDGE SERVICES PRESENTED TO SOCIETY FOR INFORMATION AND KNOWLEDGE MANAGEMENT DECEMBER 16, 2014 THE YIN AND YANG OF KNOWLEDGE MANAGEMENT

Sikm yin and yang of km

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An enterprise architecture approach is used to integrate social, business, technological, and knowledge structures. A social interaction framework (sharing, collaboration, negotiation, and competition) provides an example of the process.

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Page 1: Sikm yin and yang of km

ALBERT SIMARDINTEGRATED KNOWLEDGE SERVICES

PRESENTED TO

SOCIETY FOR INFORMATION AND KNOWLEDGE MANAGEMENT

DECEMBER 16, 2014

THE YIN AND YANG OF KNOWLEDGE MANAGEMENT

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THE KNOWLEDGE MANAGEMENT DICHOTOMYStructured Approach: Systems and Technology

Unstructured Approach: Social Interaction

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BUSINESS STRUCTURES

Dynamic Social Structure(People)

Rigid Technology Structure (Technology)

Adaptable Business Structure(Processes)

Knowledge Outputs

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OUTLINE•Architecture•Sharing •Collaboration•Negotiation•Competition

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KNOWLEDGE SERVICES ARCHITECTUREContext

Interactions

ManagementResearch

Governance

Network

Servers Desktops

Applications

Content

Flow Services

Interfaces

Knowledge

Social

Business

Technology

Knowledge Outputs

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THREE PILLARS OF KNOWLEDGE WORK

Tec

hn

olo

gy

Pro

cess

es

Peo

ple

Architecture

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CONNECTING THE STRUCTURESPeople

Interfaces

Technology

Applications

Processes Outputs

Architecture

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PEOPLE•Individuals

•Attitudes (values, beliefs, engagement)•Behavior (voluntarism, participation, sharing)

•Groups • Relationships (trust, safety, equality) • Interaction (collaboration, negotiation, competition)

• Organization• Culture (ethics, principles, values)• Practices (norms, rules, rewards)

Architecture

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PROCESSES

Linear

Hub and Spoke

Architecture

ParallelFeedback / Bypass

Circular9

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TECHNOLOGY•Telephony•Video conferencing•E-mail•On-line forums•Webinars•Sharing sites•Collaboration sites•Expertise locator•Blogs, microblogs•Wikis

Architecture

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ARCHITECTURE - CORE MODEL

Who

Work (What)

Input Output

Service (How)

When

Where

Need (Why)

Schedule No schedule

Physical space Cyberspace

Architecture

Zachman (1987)Rudyard Kipling (1902)

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SOCIAL STRUCTURE COMPONENTSContext (scale)

Interactions

Sharing Collaboration Negotiation Competition

Attitudes

Behavior Relationships

Culture

Architecture

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SOCIAL INTERACTION FRAMEWORK

Interests

Mutual

Autonomous

Work Group Community Network

Conversation Posting Publication

Purchasing Contracts Merger

Sports Business Military

GoalsCompatible Conflicting

Collaborationpeer production partnership approach high trust diverse, synergistic

Sharingleverage knowledge passive approach some trust benign, supportive

Negotiationmutual agreement adversarial approach some trust structured, formal

Competitiondefence or victory aggressive approach no trust secretive, hostile

Unclear

Architecture

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OUTLINE

•Architecture•Sharing •Collaboration•Negotiation•Competition

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SHARING ATTRIBUTES

• Exchange content

• Incentives / motivation• Trust and safety• Organizational culture• Content security • Individual privacy• Different expertise• Control and hoarding• Large distances

(Autonomous interests, compatible goals)

Sense, categorize, respond

Sharing

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SHARING OVERVIEWShare

Provide Incentives

Time & Place

Technology

Interact

Explicit tacit

Content

Access

Shared Content

Sharing

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SHARING EXPLICIT CONTENT

Social Business TechnologyKnowledge

Sharing

Existing Content

Shared Content

Create Incentives

engagementmotivationcompliance reciprocity

Retrieve

web browser web portalcontent repository search enginehelp desk

Work Service

networksite content awareness

Access

Interacttelephonemeetingcollaboration e-mail

Provide Content

e-mail publishingdistribution collect contentcontent repository search engine

Protectnetwork security site security content security

Organize metadata info. mgt.

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FRAMEWORK FOR SHARING EXPLICIT CONTENTWork Person / Group Input / Output ServicesCreate Incentives manager, leader existing content / sharing

environmentengagement, motivation, compliance, reciprocity

Provide Content author, owner, provider, holder

available content e-mail, publishing, distribution, content repository, metadata template

Protect Content content manager, security specialist

secure content content security site security network security

Access Content content manager, communicator, network manager

accessible content network, site, content, permission, awareness

Retrieve Content repository manager, application specialist, content manager, facilitator

transferred content web browser & portal, content repository, search engine, help desk, facilitation

Interact provider, author, recipient, user

recipient understanding, capacity

telephone, e-mail, meeting space, collaboration site

Sharing

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SHARING TACIT KNOWLEDGETacit

Knowledge

Shared Knowledge

Provide Incentives

engagementmotivation compliance reciprocitySupport

Sharing

Technology Support

meeting spaceworkshopconferencesite visitclassroom permission funding telephone

on-line forumgroup apps.e-mail web portal expertise directorycollaboration sitesocial network apps.

conversation after action rev.capturingextractionadvisingteachingstorytellingdemonstratingpresenting mentoring

Interact

Work Service

Social Business Technology Knowledge

Sharing

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FRAMEWORK FOR SHARING TACIT KNOWLEDGE

Work Person / Group Input / Output Services

Provide Incentives manager, leader, knowledge holder

tacit knowledge / willingness to share

engagement, motivation, compliance

Provide Place manager, facilitator, coordinator

physical place, time facilities, scheduling

Technology Support network manager, application specialist, facilitator, coordinator

connectivity, digital site

telephone, e-mail, on-line forum, web portal, expertise directory, collaboration site, social network apps., facilitation

Interact knowledge holder, recipient, facilitator

shared knowledge conversation, dialogue, after-action review, capturing, teaching, storytelling, demonstrating, presenting, mentoring

Sharing

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OUTLINE

•Overview•Sharing •Collaboration•Negotiation•Competition

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COLLABORATION ATTRIBUTES

•Synergy and joint production• Dialogue, conversations in groups • Sharing, exchanges among peers• Candor, freedom of expression• Trust, safety, honesty, openness• Agreed rules of conduct• Diversity, flexibility, outliers• Equality, meritocracy of ideas• Collective, not individual benefit

(Mutual interests, compatible goals)

Sense, analyze, respond

Collaboration

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COLLABORATION OVERVIEW

Social Context

Knowledge Transformation

Technology Support

Organizational Work

Decision

Collaborate

Shared Knowledge

Collaboration

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COLLABORATION - SOCIAL CONTEXT

Group Knowledge

engagement counseling feedback human resources

Work ServiceIndividual Knowledge

motivationcompliance engagement human resourcesrules & norms guidance facilitationsupport

Influence Attitudes

Affect Behavior

Foster Relationships

Evolve Culture

formation changeorg. learning

enjoyment openness ethics altruism

participation commitment involvement creativitytrust & safety equality meritocracy synergydiversity flexibility freedom transparency

Social Business Technology Knowledge

Collaboration

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COLLABORATION TECHNOLOGY

Collaboration Site

Collaborate

Group Site

User Access

Connectivity

Security

architecture server, site expertise directory search engine content repository web portal

user interface help files & desk trainingInternet

Intranet LAN, WAN access control

authentication network security site security content security

Work Service

Operation

installation maintenance upgrades recovery

Social Business Technology Knowledge

Collaboration

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OUTLINE

•Architecture

•Sharing

•Collaboration

•Negotiation

•Competition

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NEGOTIATION ATTRIBUTES

•Reaching an agreement• Debate and discussion • Positions and interests• Bargaining and compromise • Proposal and response• Attempt to establish trust• Short-term / long-term• Win/win vs. win/loose

(Mutual interests, conflicting goals)

Probe, sense, respond

Negotiation

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NEGOTIATION OVERVIEW

Preparation

Bargaining

Approval

Negotiate

AgreementCollaborate

Negotiation

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NEGOTIATION - PREPARATION

decision office app. template

Goalsagreement relationship strategy

collaboration decision

Interpretvalues options

intelligence analysis app.

Establish Position

alternatives possibilities BATNAZOPA

collaboration office app. template

Compile Content

context situation

monitoringsharing web portal search engine

Revise position

Content

Preliminary Analysis

Recommend

Position

decision support analysis app.

out

Work Service

Social Business Technology Knowledge

Negotiation

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NEGOTIATION - BARGAINING

Social Business Technology Knowledge

deception ethics emotions distrust embarrassed

negotiation svc.content mgt.

Positionquestions assumptions unknowns uncertainty

Identify

CounterPower

Influence

Benefits

coalition leverage attack threats

multiple issues expansion total benefits contingency

losses & gains momentum justification references concessions

Revise position

Draft Agreement

new information?

important

no

routine

Concludenegotiation svc.office app.agreement template

Work Service

Negotiation

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OUTLINE

•Architecture•Sharing •Collaboration•Negotiation•Competition

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COMPETITION ATTRIBUTES

•Victory, gain, or defence

• Speed of analysis and action are critical

• No trust, secretive, misleading actions

• Rules: dominant, important, minimal

• Ongoing process, requires recurring analysis

(Autonomous Interests, conflicting goals)

Act, sense, respond

Competition

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COMPETITION OVERVIEWCompete

Decision

Intelligence

Action

Monitor Outcomes

Adapt

End

Negotiate

Competition

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COMPETITION - INTELLIGENCE

Social Business Technology Knowledge

usable multi-media evaluated accessible secure

Acquire

Organize

Analyze

public non-public

SWOT competition mental models present activity human factor soft info.

integration collection repository content mgt.

content acquisition knowledge mobilization

Synthesize

Response futures analysis

analysis apps. statistical apps.

Content

Intelligence

Identify Actions

synthesis apps. systems analysisexpertise collaboration

scenario analysis gaming

Work Service

Competition

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COMPETITION – ACTION & ADAPTATION

Social Business Technology Knowledge

Competition

Adaptanalysis apps. synthesis apps.

Document

Store

Recommend

Authorize

Outcome

Success / failure

decision

Monitorcontent acquisition knowledge mobilize.

intelligence repository

office apps competition template

Intelligence

Result

Learn org. learning

Evaluate after-action review

Act resources

inconclusive

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out

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•Organizations consist of social, technological, and business structures.

•Work may involve sharing, collaboration, negotiation, and/or competition.

•Knowledge management must support all of these contexts.

Main Messages

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QUESTIONS?FURTHER DISCUSSION?MORE INFORMATION?

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