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© 2004 by Annie Green© 2004 by Annie Green Slide Slide 11
Knowledge Engineering/Science
Curricula – What is it?
Knowledge Engineering/Science
Curricula – What is it?
Dr. Annie GreenDecember 1, 2005
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 22
Outline
• Introduction• The Environment• System Thinking• Information Systems• Intangible Assets (What we need to know)• Performance (Metrics)• Enterprise Knowledge Management Engineering• Knowledge Management Infrastructure Methodology• Science Curricula (What’s needed)
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 33
Core CompetenciesPossess, Develop, Buy
Organizational StructureCentralized Decentralized, Hierarchical, Horizontal
Enterprise EnvironmentEase of Entry, Cost Structures, Product Families
Market EnvironmentCustomers, Competitors, Distribution Channels
Global EnvironmentRegulatory, Customs Duties, Trade Agreements
The Environment (Infrastructure)
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 44
Parker, Marilyn M., Strategic Transformation and Information Technology - Paradigms for Performing While Transforming, Prentice Hall, Upper Saddle River,
NJ, 1996
• Core competencies:
– Do we currently possess the necessary core competencies to produce the Product/Service;
– Must we develop them internally;
– Should we buy them from someone else?
• Organizational structure:
– Given our current (hierarchical) organization, should the function responsible for producing this Product/Service be at headquarters (centralized), or
– In an appropriate line of business (decentralized)?
• Enterprise operating environment:
– Is this compatible with our current family of Product/Services?
– Will our current cost structures allow profitability?
– How easily can we offer this Product/Service as compared to our competitors?
• Market environment:
– Who are our customers?
– Who are our competitors?
– Do favorable distribution channels currently exist?
• Global environment:
– Are there any existing regulatory agencies or tariffs and trade agreements that might inhibit our entry and competitiveness in this market?
The Environment (Infrastructure)
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 55
ARCHITECTURE•What are the components of the system that performs the work?•Who uses the work product? •How are the components linked?•How do the components operate together?
PERFORMANCE•How well do the components operate individually?•How well does the system operate? (How well is the work performed?)•How well should the system operate?
INFRASTRUCTURE•What technical and human infrastructure does the work rely on? •In what ways does infrastructure present opportunities or obstacles?
CONTEXT•What are the impacts of the organizational and technical context?•In what ways does the context present opportunities or obstacles?
RISKS•What foreseeable things can prevent the work from happening, can make the work inefficient, or can cause defects in the work product?•What are the likely responses to these problems?
Five Perspectives
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 66
Information System
InterfaceInterface
Business Logic (Rules)Business Logic (Rules)
Data/Information/Knowledge(Content)
Data/Information/Knowledge(Content)
Portals
Databases
Search and Retrieval, KDD
Maintenance
Send/Broadcast
Share/Collaborate
Databases Documents
Employees Brain
Other
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 77
Contemplative Questions
• How does the field of information systems benefit from concepts of systems theory?
• How can we use these concepts in the real world?
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 88
Applying Systems Thinking to Information Systems
• Information systems are subsystems in larger organizational systems
• Data flow diagrams represent information systems as systems– Inputs– Outputs– System boundaries– Environment– Subsystems– Interrelationships
2.82.8
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1010
Systems ThinkingImportant System Concepts
• Decomposition– The process of breaking down a system into
smaller components
– Allows the systems analyst to:• Break a system into small, manageable subsystems
• Focus on one area at a time
• Concentrate on component pertinent to one group of users
• Build different components at independent times
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1111
Systems Thinking
• Benefits– Identification of a system leads to abstraction
– From abstraction you can think about essential characteristics of specific system
– Abstraction allows analyst to gain insights into specific system, to question assumptions, provide documentation and manipulate the system without disrupting the real situation
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1212
Implications to the Enterprise
• Assess where you are
• Plan where you want to be
• Identify what resources you need to get there
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1313
An Intangible Asset TaxonomyAn Intangible Asset TaxonomyAn Intangible Asset TaxonomyAn Intangible Asset Taxonomy
Business Enterprise Value Sources Business Enterprise Value Sources
Sources of Non-Financial Indicators and Indices Balance Scorecard Models
Sources of Non-Financial Indicators and Indices Balance Scorecard Models
++
==Initial Integrated Set of Sources of Intangible Assets
Business Enterprise Value Sources Initial Integrated Set of Sources of Intangible Assets
Business Enterprise Value Sources
__RedundancyRedundancy
==
COMPETITORCOMPETITORCUSTOMERCUSTOMER EMPLOYEEEMPLOYEE INFORMATIONINFORMATION PARTNERPARTNER PROCESSPROCESS PRODUCT/SERVICEPRODUCT/SERVICE TECHNOLOGYTECHNOLOGY
Framework of Intangible Valuation Areas (FIVA)
To define and codify common principle valuation sources of intangible assets for use in enterprise valuation practices
To define and codify common principle valuation sources of intangible assets for use in enterprise valuation practices
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1414
Drivers of Intangible AssetsDrivers of Intangible Assets
SOURCE DEFINITION
1 CUSTOMER Associations an enterprise has built with consumers of its goods and services.
2 COMPETITOR Position a enterprise has built in the business market place.
3 EMPLOYEE Collective capabilities of an enterprise’s employees
4 INFORMATION An enterprise’s ability to collect and disseminate information and knowledge in the right form and content to the right people at the right time
5 PARTNER Associations an enterprise has established with external individuals and organizations in pursuit of advantageous outcomes.
6 PROCESS An enterprise’s ability to leverage the ways in which the enterprise operates and creates value for its employees and customers
7 PRODUCT/SERVICE An enterprise’s ability to develop and deliver its offerings that reflects anunderstanding of market and customer( requirements, expectations and desires
8 TECHNOLOGY Hardware and software an enterprise has invested in to support its operations, management and future renewal.
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1515
Why?Why? A framework for organizing and a structure for surfacing
measurement and performance indicators. A discrete set of common value drivers of intangible assets A view of intangible assets within the context of the business
enterprise value chain. A common set of business dimensions to construct a KM
business model An evolutionary path that can serve as a base case by which a
business can measure its intangible asset position and progress. The identification of leverage areas to provide a business with
strategic focal points.
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1616
Improving the PerformanceImproving the Performance
Product/Service
Processes
Information
Technology
Partners(Alliances)
Participants
It All Depends on What You Want to Know………….
Customers
Competitor
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1717
PROCESSES OUTPUTS OUTCOMES
OPERATING EFFICIENCYIndicators
EFFECTIVENESSIndicators
STRATEGIC CONGRUENCE(alignment of resources with performance)
Employees
Partners
Information
Technology
Product/
Service
Customer
Competitors
Value Added
(emphasis onprocesses that
are on the value chain
of an organization)
PerformanceStandards
(evidence-basedindicators & performance
measures)
Improvement
(time-seriesindicators describing business
Operations Improvements)
CompetenciesEnabled
Policiesenforced
StructuresEstablished
INPUTS
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1818
Capitalize on Knowledge
• Know-how - skill, procedures
• Know-who - can help me with this question or task
• Know-what - structural knowledge, patterns
• Know-why - a deeper kind of knowledge understanding the wider context
• Know-when - a sense of timing
• Know-where - a sense of place
- Charles Savage
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 1919
Name the Intangible Assets
Technology
Product/Service
Process
Partner
Information
Competitor
Customer
Employee
TechnologyProduct/Service
ProcessPartnersInformationCompetitorCustomerEmployee
Human Capital Knowledge Asset Performance Index (HCKAPI)
Next step: Identify the measurements and indicators of the value drivers and the factors that contribute to them.
•What are these areas of knowledge called?•How do these knowledge areas impact organizational performance?
Next step: Identify the measurements and indicators of the value drivers and the factors that contribute to them.
•What are these areas of knowledge called?•How do these knowledge areas impact organizational performance?
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2020
EnterpriseEnterpriseGoals/ObjectivesGoals/Objectives
EnterpriseEnterpriseGoals/ObjectivesGoals/Objectives
OrganizationalOrganizationalPerformancePerformance
OrganizationalOrganizationalPerformancePerformance
Enterprise Knowledge Enterprise Knowledge Management Engineering Management Engineering
(EKME)(EKME)
IntelligenceIntelligence
KnowledgeKnowledge
LearningLearning
ChangeChange
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2121
KM Infrastructure Evolution
Enterprise Knowledge Management Infrastructure
Steps to Build a Successful
Intelligence Representation
Intelligence Capture
Knowledge Assurance
Knowledge Capture
Knowledge Retention
Knowledge Transfer
Knowledge Utilization
Knowledge Evaluation
Knowledge Representation
INTELLIGENCE (Long Term Memory)
KNOWLEDGE (Short Term Memory)
LEARNING (Decode)
CHANGE (encode)
Intangible Assets
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2222
User experience. How content is presented and how users experience and interact with it dictates its perceived and actual value.
Content architecture: Scalable metadata framework to enable content reuse, and handle changes in organization goals, user needs, and retrieval concerns.
Tools and technology. The information supply-chain platform that enables workflows, and supports organizational and operational concerns.
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2323
COMPETITORCOMPETITORCUSTOMERCUSTOMER EMPLOYEEEMPLOYEE INFORMATIONINFORMATION PARTNERPARTNER PROCESSPROCESS PRODUCT/SERVICEPRODUCT/SERVICE TECHNOLOGYTECHNOLOGY
VALUE DRIVERS - Capacity Drivers (Measurements and Indicators (Leading and Lagging)
Operational Data Bases(Financial &Non-Financial)
Objectives
Measures
Targets
Initiatives
______________________________
CustomerObjectives
Measures
Targets
Initiatives
______________________________
StructureObjectives
Measures
Targets
Initiatives
_________________________
Human
Operational Intelligence(Contribution of Value Drivers)
Strategic Intelligence(Strategic Focus)
Tactical Intelligence (Relationships between Value
Drivers that Contribute to Capital Accumulation
Existing Data and Information
CustomerCompetitorEmployeeInformationPartnerProcessProduct/ServiceTechnology
Co
mp
etit
or Em
plo
yee
Info
rm
ati
on Par
tn
er
Pro
ces
s
Pro
du
ct/ S
erv
ice
Tec
hn
ol
og
y
Culture
CustomerCompetitorEmployeeInformationPartnerProcessProduct/ServiceTechnology
Co
mp
eti
tor
Em
plo
yee In
for
mat
io
nP
art
ner
Pro
cess
Pro
du
ct/ S
erv
ice
Tec
hn
ol
og
y
Socialization
CustomerCompetitorEmployeeInformationPartnerProcessProduct/ServiceTechnology
Co
mp
eti
tor
Em
plo
yee In
for
mat
io
n
Par
tn
er
Pro
ces
s
Pro
du
ct/ S
erv
ice
Tec
hn
ol
og
y
Organization
CustomerCompetitorEmployeeInformationPartnerProcessProduct/ServiceTechnology
Co
mp
etit
or Em
plo
yee In
for
mat
io
n Par
tn
er
Pro
ces
s
Pro
du
ct/
Ser
vic
eT
ech
no
lo
gy
Innovation
TechnologyMeasurement & Indicators
10090 80 70 60 50 40
CompetitorMeasurement & Indicators
10090 80 70 60 50 40
CustomerMeasurement & Indicators
10090 80 70 60 50 40
PERFORMANCE DASHBOARD - Accountability of Intangible Assets
Accounting of Intangible Assets
Meta Data
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2424
Enterprise Metadata Repository
Core Systems
RDBMS:Oracle, DB2, Sybase, etc.
MAINFRAME:Adabas/Natural,CICS, IMS, etc.
ERP/CRM:SAP, Siebel,
Peoplesoft, etc.
APPLICATIONS:Datawarehouses, Datamarts, etc.
DEV TOOLS:Java, .NET,
JSP/HTML, etc
BusinessSystems
Publishing
ContentManagement
Communication & Collaboration
Analysis Tools
InternetPortals
Delivering Knowledge
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2525
CKO - The KnowledgeController
Monitor and Track KnowledgeMonitor and Track Knowledge
What WhereWhenWhoWhy
Enterprise Knowledge Management Information System (KMIS)
IntelligenceMeasures & Indicators
Performance
Internal& External
Data Sources
Decision Makers•Strategy•Policy•Process•Operating Procedures
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2626
Knowledge Management Infrastructure Methodology
Phase II – Institutionalize
Phase I – Build Knowledge Repository
Knowledge Repository
Prototype
Proof of Concept
Business Problem/Opportunity
Communities OfPractice (CoPs)
Content Management
Communication
Metrics
Focus Groups
Training
Rewards/Recognition
Systems
I
I
I
I
I I
II
II
II
II
II
II
II
II
© 2004 by Annie Green© 2004 by Annie Green Slide Slide 2727
Science Curricula
Strategy Engineer Actualize Sustain Dissolve
Knowledge Repository
Content Management
Communication
Metrics
Focus Groups
Training
Rewards and Recognition
Systems
Communities