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KMap: Providing Orientation for Practitioners when
Introducing Knowledge Management
Stefanie Lindstaedt1, Markus Strohmaier1, Herwig Rollett1, Janez Hrastnik1,
Karin Bruhnsen2, Georg Droschl3, Markus Gerold4
1Know-Center, Graz, Austria
{slind, mstrohm, hrollett, jhrastnik}@know-center.at
http://www.know-center.at
2Gosch Consulting, Graz, Austria
kbruhnsen@gosch.com
http://www.gosch.com
3Hyperwave, Graz, Austria
gdroschl@hyperwave.com
http://www.hyperwave.com
4Leykam Medien AG, Graz, Austria
markus.gerold@leykam.com
http://www.leykam.com
Abstract. One of the first question each knowledge management project faces
is: Which concrete activities are referred to under the name of knowledge
management and how do they relate to each other? To help answer this question
and to provide guidance when introducing knowledge management we have
developed KMap. KMap is an environment which supports a practitioner in the
interactive exploration of a map of knowledge management activities. The
interaction helps trigger interesting questions crucial to the exploration of the
solution space and makes hidden argumentation lines visible. KMap is not a
new theory of knowledge management but a pragmatic “object to think with”
and is currently in use in two case studies.
1 Introduction
In recent years knowledge management has gained importance in the business world.
For more and more managers it is now a priority to introduce knowledge management
into their organizations. They have heard a lot about knowledge management, its
benefits, and especially the technology and believe that this knowledge-oriented
perspective will help solve many of the reoccurring communication and information
problems they face. More than that, they often enough expect something magical to
occur to their organization at the moment they introduce knowledge management.
Maybe hidden treasures will be found which will raise the profits or at least the
organization will become highly efficient over night? These expectations are not
surprising since the field is highly interdisciplinary, drawing from very different
2 Stefanie Lindstaedt, Markus Strohmaier, Herwig Rollett, Janez Hrastnik, Karin Bruhnsen,
Georg Droschl, Markus Gerold
disciplines such as organizational development, business sciences, psychology, all the
way to computer science – and the solutions offered are typically rather fragmented.
People in general feel overwhelmed by the broadness of the topic, do not know how
to communicate the value of knowledge management to their superiors, and do not
know where to start. In our experience this confusion expresses itself through the
following three questions which typically arise at the beginning of any knowledge
management project:
1. Which concrete activities are referred to under the name of knowledge
management and how do they relate to each other?
2. How can top management be convinced that knowledge management activities are
instrumental to reach business goals?
3. How can knowledge management be introduced effectively into an organization?
While a lot of research has been conducted to design new knowledge management
theories [1,2,3], methods [4,5], systems [6,7], etc. little has been published on how to
address a broad range of pragmatic, down to earth problems and questions involved in
introducing knowledge management into an organization. This paper aims at helping
to close this gap and provide answers to the three questions above by giving
pragmatic guidance to practitioners.
The work reported in this paper rests on our long-year experience as knowledge
management researchers and consultants. We have introduced knowledge
management into a number of very different organizations ranging from large
automobile companies, over medium sized governmental institutions, to small
consulting companies – even into our own firm. We have captured and documented
the experiences we have gained throughout the different projects and have condensed
them into KMap (Knowledge Management Map) – a tool which helps to interactively
explore the possibilities of knowledge management and “serves as an object to think
with” [8] during the early phase of introduction.
In the following we first illustrate a typical knowledge management introduction
process and explain which role KMap can play within this process. Section 3 explains
why we chose concrete knowledge management activities as the focus of our work.
The KMap structure is then introduced in Section 4 and in Section 5 we explain the
features of KMap on usage scenarios illustrating corresponding to the introduction
process of Section 2. Finally, in Section 6 you find the conclusion and outlook of
future work.
2 Introduction Process of Knowledge Management
Typically a project for the introduction of knowledge management follows four
phases:
KMap: Providing Orientation for Practitioners when Introducing Knowledge Management 3
KMap is intended to be used within the first two phases of the introduction process in
order to provide an overview, to clarify the relationships between possible knowledge
management activities, to improve the communication to the practitioners, and most
importantly to help select concrete knowledge management activities to be
introduced. In the later phases of implementation and roll-out, KMap serves as a
crystallization point for documenting experiences, success stories, and return on
investment (ROI) measures. Feeding the obtained experiences back into the tool
ensures a living artefact whose value to the user will grow over time.
3 Focus on Knowledge Management Activities
In our work we have found that by arranging our thinking around concrete knowledge
management activities – the ones which are applicable within a given situation – we
are able to communicate effectively and efficiently with our customers. A business
goal or problem typically can be addressed by introducing one or a number of
interconnected knowledge management activities, a success story can illustrate the
effectiveness of a knowledge management activity, and ROI measures only make
sense in the context of a concrete activity and the corresponding business goal which
it is supposed to achieve.
So what is a knowledge management activity? We consider activities which range
from human-oriented approaches such as skills management, to organization-oriented
activities such as establishing knowledge management roles and process-oriented
such as business process modelling, to technology support such as groupware
systems. Applying these activities to an organization they all support knowledge
management in some way or another. However, many of them could also be used to
achieve very different goals and might already be used within the organization – but
in a different context. Knowledge management activities are concrete enough to
provide a basis for an interesting discussion and to ask intelligent questions but they
are also general enough to leave sufficient room for interpretation and adaptation to a
specific situation.
By talking about concrete knowledge management activities we are able to
communicate better with our customers and to give them a “hands on” feeling on
what can be done to solve their problems. But most importantly, by making
knowledge management concrete and viable we are able to control expectations. The
side effect is that people also become disenchanted with knowledge management and
realize how much work they themselves have to contribute in order to make it a
success. Suddenly knowledge management is not perceived anymore as something
which is introduced by consultants and consumed by employees, but something which
4 Stefanie Lindstaedt, Markus Strohmaier, Herwig Rollett, Janez Hrastnik, Karin Bruhnsen,
Georg Droschl, Markus Gerold
is owned by the organization and which can only be of benefit if it is of benefit to
every single person working there.
Concrete knowledge management activities are essential for the communication with
the customer: They are easily understood, solve problems, control expectations,
encourage the customer to contribute and help to own the solution.
4 KMap
Building KMap we started out by collecting about 130 typical knowledge
management activities ranging from human- and organization-oriented approaches to
technology support. Over time this collection developed into a systematic graph and
later was implemented in an interactive environment. The name KMap refers to the
union of the graph and its environment, together providing a map of knowledge
management.
Obviously any collection of knowledge management activities can never be complete.
A user will always be able to come up with new activities which are not included or
she will find relationships between activities which are not represented. However, this
is not a bug but a feature. By providing a reasonable large number of activities and
bringing them in relationship to each other we are able to provide an overview to the
user, enable her to explore the possible solution space, and help her to come up with
new ideas which can be easily added to the collection.
Fig. 1. KMap
KMap consists of six large areas (business goals, process-, learning-, culture- and
technology-oriented knowledge management activities) in order to group the provided
KMap: Providing Orientation for Practitioners when Introducing Knowledge Management 5
KMap elements into coarse clusters. The geometric position of knowledge
management activities is determined by means of their relationship to one of the five
knowledge management activity areas and their relationships among each other. The
sixth area contains business goals.
The interactive environment of KMap allows for effective filtering, visualization,
extension, modification, customisation, and personalization of information. In
addition to knowledge management activities, KMap contains a number of success
stories and ROI considerations. Currently we are using KMap within two case studies.
As indicated in Section 2 the experiences gained will in turn flow back into KMap
and enrich it even further.
KMap Structure
KMap consists of the following main elements:
• business goals
• knowledge management activities
• success stories
• ROI approaches
Elements in KMap are interconnected via directed lines that express “X supports Y”
relationships between two elements and are called argumentation lines since they can
be used to support argumentation of knowledge management activities.
Fig. 2. UML diagram and corresponding KMap structure
The UML diagram on the left of Figure 2 describes the structure of and relationships
between these main elements. The graph on the right shows the concrete
representation used in KMap. In the interactive version of KMap, thick lines indicate
business goals while ROI approaches and success stories are color coded.
6 Stefanie Lindstaedt, Markus Strohmaier, Herwig Rollett, Janez Hrastnik, Karin Bruhnsen,
Georg Droschl, Markus Gerold
To distinguish between different abstraction levels in KMap, two types of elements
exist: Abstract elements provide a conceptual summarization of contributing elements
(along argumentation lines to reduce complexity and to enable easy navigation) while
regular elements describe concrete knowledge management activities or business
goals.
Knowledge Management Activities
Knowledge management activities are activities that contribute to the overall goal of
introducing knowledge management into an organization (for instance “Communities
of Practice”, “Portals”, and “Knowledge Maps”). For each activity a generalized
description and pointers to further reading are provided, and a classification along
organization- and activity-specific criteria is suggested.
The following set of criteria is available for each of the provided knowledge
management activities:
• Number of employees
to classify knowledge management activities which are most useful in e.g.
larger organizations
• Attitude of the employees concerning knowledge management
to classify knowledge management activities which are not appropriate e.g.
for employees with a negative attitude concerning knowledge management
• Initial time of implementing the knowledge management activity
to classify knowledge management activities which e.g. can be implemented
very quickly in an organization
• Potential decision level for the knowledge management activity
to classify knowledge management activities which e.g. need the top-
management’s commitment
• Costs of implementing the knowledge management activity
to classify e.g. very costly knowledge management activities
• Focus of the knowledge management activities
to classify knowledge management activities which e.g. primarily have
effects on an organization’s culture
These criteria enable the classification and structuring of activities and allow for
effective filtering in the interactive environment. To provide a clear description of the
reasons that led to a certain classification of a knowledge management activity, a text
field for rationale is provided. Additionally, each of the knowledge management
activities can be annotated.
Through information hiding, all of this additional information described above is only
available “on demand”; that is the user has to click on an element in KMap and after
that, a separate browser window appears containing the requested information. (see
Figure 3)
KMap: Providing Orientation for Practitioners when Introducing Knowledge Management 7
Business Goals
Business goals (like “Company Growth”, “Reduction of Expenses” or “Improvement
of Customer satisfaction”) are described via descriptive names. Because the value of
potential knowledge management projects strongly depends on how much they
contribute to organizational business goals, knowledge management activities are
related to business goals via argumentation lines.
Success Stories
Success stories (from companies like Chevron, McKinsey, and Sun) consist of textual
descriptions and references to the sources of the success stories. Because success
stories document successful knowledge management implementations, they contain
experiences and best practices and thus are important to be included in KMap.
ROI Approaches
ROI approaches (like “Reduction of travel expenses”, “Reduction of education costs”
or “Reduction of maintenance costs”) provide a textual description of measures that
allow for effective calculation of ROIs for certain activities. ROI approaches take the
financial aspects of knowledge management projects in account and thus are
important in planning stages of knowledge management projects.
By default both success stories and ROI approaches are not visible in KMap, their
visibility is controlled separately. Also, success stories and ROI approaches are
related to knowledge management activities (via a n:n relationship) and vice versa,
thus enabling navigational aid (through Hypertext links) from knowledge
management activity descriptions (displayed in the browser window) to related
success stories and back to other related knowledge management activity descriptions.
5 KMap Implementation
KMap itself is an example of how complexity in a broad problem domain can
effectively be reduced with the support of technology. KMap builds on an authoring
and representation tool for complex graphics (Microsoft Visio ®) and uses its
development environment to fulfil the KMap system requirements. KMap is
visualized through graphical elements and connections which are located on static
geometric positions even when they get greyed-out by the provided filtering
mechanism. This ensures that users do not get lost in the complexity of the provided
information or loose orientation after filtering knowledge management activities and
thus reduces the cognitive burden. Detailed element descriptions are provided via
generated HTML pages that can be accessed through KMap.
Although KMap comes with a large set of already structured, classified and described
elements, it also focuses on the support of easy modification. The interactive
environment aids in extending and altering both the structure and the content of
KMap through an intuitive graphical interface. Thus, KMap can be tailored to specific
8 Stefanie Lindstaedt, Markus Strohmaier, Herwig Rollett, Janez Hrastnik, Karin Bruhnsen,
Georg Droschl, Markus Gerold
needs of a variety of potential users and ensures personalization of the provided
knowledge.
6 KMap Application Scenarios
In this section three scenarios are introduced that demonstrate the typical usage and
potential benefits of KMap.
Scenario 1: “Providing orientation in the broad field of knowledge management”
The Case: Bill is a manager who wants to implement knowledge management
activities in his division. Because he is new to the field of knowledge management he
needs to get a quick overview of potential knowledge management activities and how
they can be implemented effectively. Also, he needs to get a deeper understanding of
how certain activities depend on each other and where to find further information.
Fig. 3. Details of a knowledge management activity description. After clicking on elements in
KMap, a browser window appears containing: the knowledge management activity’s textual
description, assigned criteria, links to other KMap elements (such as business goals, knowledge
management activities, success stories, ROI approaches), reasoning concerning the assigned
criteria and annotations.
Application of KMap: Because of the coarse positioning of the KMap elements in
six large areas, Bill is able to quickly get an overview over the main domains
KMap: Providing Orientation for Practitioners when Introducing Knowledge Management 9
involved in knowledge management. By focussing on the provided abstract elements
of KMap, Bill recognizes basic concepts of knowledge management. One concept that
grasps Bill’s attention is “Early recognition of opportunities and threats”. To learn
more about this concept, Bill follows the provided argumentation lines to more
concrete knowledge management activities (e.g. “Current Awareness and Trend
Scouting”) and thus he understands various relationships between concepts and
activities involved. Now Bill wants to read more details about certain activities. By
clicking on “Current Awareness and Trend Scouting”, he gets more background
information on this specific knowledge management activity as well as links to
related success stories that contain experiences and best practices (see Figure 3).
Benefits of using KMap: In this scenario, KMap supports knowledge management
practitioners in getting an overview of a large set of knowledge management activities
and thus aids practitioners in building mental models of involved relationships and
dependencies.
Scenario 2: “Supporting the planning stage of knowledge management projects”
The Case: Arthur is a knowledge management consultant and is responsible for
developing knowledge management concepts and project plans for his customers. In
order to optimize the knowledge management concepts, he tailors his proposed
solutions to specific needs of his customers. To accomplish that, he has to take
customer-specific parameters (for example the size of the company, preferred
knowledge management activity domain, …) in account. His customer in this case is
“THIS-SME Inc.”, a medium enterprise with about 100 employees which demands
technology-oriented knowledge management activities that can be implemented in
less than 6 months.
Application of KMap: Arthur uses KMap filtering mechanism to filter out activities
that are not relevant for THIS-SME Inc. He does that by choosing the following set of
criteria in the KMap filtering form down below.
Fig. 4. The filtering form that enables filtering of knowledge management activities based on
organization- and activity-centric criteria.
10 Stefanie Lindstaedt, Markus Strohmaier, Herwig Rollett, Janez Hrastnik, Karin
Bruhnsen, Georg Droschl, Markus Gerold
After filtering, KMap now only visualizes knowledge management activities (and
relations between them and business goals) that are potentially suitable for THIS-
SME Inc.; knowledge management activities that do not fit these criteria are greyed
out.
Fig. 5. An example of filtering KMap: On the left, KMap is in an unfiltered condition while on
the right side, non-appropriate knowledge management activities are greyed out by the filtering
mechanism and thus, the set of potential knowledge management activities is reduced.
Subsequently, Arthur matches the business goals of THIS-SME Inc. to the provided
KMap business goals. By following the argumentation lines that link to the remaining
knowledge management activities, he can effectively work out a customer-centric
knowledge management project plan that includes a set of appropriate knowledge
management activities which contribute to THIS-SME Inc.’s business goals. Related
success stories support Arthur with successful examples which can act as templates
for his concepts.
Benefits of using KMap: This scenario demonstrates how KMap can effectively be
utilized to provide guidance in the introduction stage of a knowledge management
project by supporting the development of concepts which are tailored to specific
needs of an organization.
Scenario 3: “Supporting knowledge management practitioners in convincing
(top) management of the necessity of knowledge management projects”
The Case: Kris is a sales representative of a company which sells groupware systems.
In order to sell his products, he has to convince the customer’s top management,
division managers and technical staff. Also, he has to find and introduce knowledge
management activities that complement his products.
Application of KMap: Kris browses KMap for groupware-related knowledge
management activities. In order to convince top management, he follows the provided
links from the “Groupware” knowledge management activity to related ROI
approaches (e.g. “reduction of communication costs”). Based on that, Kris can work
out a set of arguments that focus on financial aspects of introducing groupware, which
is appropriate for convincing top management. When talking to division managers,
KMap: Providing Orientation for Practitioners when Introducing Knowledge
Management 11
Kris uses KMap to find success stories which aid in demonstrating potential benefits.
Thus, Kris can draw up a picture of the future that describes how groupware can
increase effectiveness of work in a division. Also, through argumentation lines, Kris
finds related knowledge management activities like “community building” that are
necessary in order to successfully implement the new groupware system. These
arguments are suitable to use when talking to division managers. When talking to
technicians, KMap aids Kris in keeping an overview over various technical concepts
of knowledge management. This enables him to be well prepared for a broad range of
discussions with customers that cover aspects of knowledge management that are not
addressed by his product.
Benefits of using KMap: In this scenario, KMap supports sales representatives via a
large set of arguments that aid in convincing top management of the necessity of
knowledge management projects.
7 Conclusion and Outlook
We have introduced KMap – a tool which can be used within the early stages of
knowledge management introduction (as described in Section 2) to answer the three
questions typically asked in each knowledge management project (as described in
Section 1):
1. KMap offers a collection of over 130 concrete knowledge management activities to
the user and allows an interactive exploration of the field. The rich content and
context of KMap enables a practitioner to gain an overview of the complex,
interdisciplinary field in a short time.
2. KMap visualizes argumentation lines which start from concrete business goals and
lead to knowledge management activities which could be applied to reach this
goal. These argumentation lines serve to trigger important questions, open the
mind to different solutions and thus help a practitioner to design his/her thread of
argumentation in support of knowledge management.
3. KMap provides success stories and ROI approaches for the knowledge
management activities. This information enables a practitioner to judge the
introduction context of the activity and helps her to set up efficient evaluation
processes to measure the benefits.
This paper also provides additional guidance to the practitioner by illustrating a
typical knowledge management introduction process and by explaining which role
KMap can play within this process.
Future Functionality
During the use of KMap in different projects, two additional technical features
emerged and will be implemented soon:
12 Stefanie Lindstaedt, Markus Strohmaier, Herwig Rollett, Janez Hrastnik, Karin
Bruhnsen, Georg Droschl, Markus Gerold
• Spotlight-filtering allows to visualize the n-neighbourhood (based on the
connections between elements) of a certain knowledge management activity or
business goal. This can further reduce complexity in cases where users of
KMap are only interested in a single knowledge management activity and its
related KMap elements (neighbours).
• Visualising changes made to a KMap is necessary to compare multiple
instances (created through extension or customization) of KMaps.
In addition, we consider customizing or personalizing the names of the knowledge
management activities to the vocabulary of the organization in which it is in use. In
the application projects it has become obvious that the adjustment of the vocabulary
can significantly increase the acceptance of the tool.
Acknowledgments
The Know-Center is a Competence Center funded within the Austrian Competence
Center program K plus under the auspices of the Austrian Ministry of Transport,
Innovation and Technology (www.kplus.at).
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