How to avoid “drinking from the fire hydrant” at Arup

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Taking a break can be therapeutic as well as challenging if the venue is so good it makes you reluctant to leave.

The world as viewed from within the walls of Portugal’s highest hill village Marvao seems different from the 24×7 connected envirnoment we all inhabit: Manners matter; avarice is not the driver for day to day life; food is to be savoured not devoured as a fuel between meetings; conversations are not superficial based on what each brings to the table and; the sky really is blue not pale blue impacted by pollution.

It was good to get away. These last few months have been hectic to say the least:

  • The launch of two new businesses Bees Homes and Bees Homes Financial Services
  • Arranging and planning an Asian Tour in November comprising Masterclasses, presentations and book launches – more soon!
  • Knee and dental surgery in Lisboa

As a portfolio worker you are often spinning plates and managing tight shifting schedules for clients. Yet every so often a ‘gig’ is both rewarding and stimulating as happened this week.

Knowledge in a Digital Age at Arup

A few months back the KM team at Arup asked if I’d kick off Day Two of their Global Skills Network get together. I was happy to accept. Arup get KM and do it as well as anyone being the recipient of a MAKE award. And yet working across generations and managing the risk of critical knowledge loss challenges them as it does everyone.

Like most businesses Arup has gone digital and is trying out many new technologies. It’s not a state secret, they want to be the best in the built environment. My remit was to act as a provocateur for the sessions that followed reflecting on what Knowledge in a Digital Age might look like and how they might respond to the opportunities it presents. I began as follows:

Some 20 years back Tesco Chairman Lord MacLaurin said when he saw the early results from analysis of the Clubcard holders spending patterns:

“What scares me about this is that you know more about my customers after 3 months that I know after 30 years”

Think of the modern digital economy as a massive extension of that Clubcard concept involving far more data points.

Recognising that today’s worker is deluged with ‘stuff’ and that few organisations have created an effective integrated dashboard that iincludes activities, skills, experiences, transactional data and social collaboration I addressed six basic questions:

  • Who or what should I trust? (Which sources, individual and team’s capacity to absorb and the need for trusted curated material)
  • What can I do? (To prevent Critical Knowledge loss)
  • Why should I? (Make better, more informed decisions)
  • Where do I find? (What ‘we’ know about a topic) nb Here I spoke about the recent judgement in the Trant vs Mott MacDonald case around a Common Data Environment (shared Knowledge Base)
  • When should I? (Incentivise / reward and in what format)
  • How do I go about it? (Engaging across generation and virtually)

My summary led into panel sessions whch it would be unfair to document in detail however I am sure Arup won’t mind if I paraphrase a bit since they are not uncommon:

  • People consume knowledge in different ways therefore its important to publish in a variety of forms across different platforms at different times.
  • There is a need to value team collaboration and authorship. Rewarding contributions in an environment where people believe knowledge is for everyone and not tradeable might be counterproductive.
  • There is a danger that in focusing on the digital environment and explosion of tools you lose sight of the importance of the person and networks. A way to prevent this is to develop an incubation lab to try out new technologies with beta users.
  • Knowledge bases and how to guides are important; new entrants rely on them for answers but often fail to ask “is it appropriate?”
  • Today’s youngster is comfortable with the search process having grown up immersed in technology. What can we do to bridge the gap, create effective knowledge transfer mechanisms with experienced Skill Network Leaders who struggle to articulate the question they are trying to ask of knowledge and information people and systems?
  • Knowledge informs research which drives client business.

And finally

Back to the title. It seems to me that although there are huge technological advances in the way individual, team, organisational and external knowledge, information and data is presented and we have access to, we are still struggling to absorb it all let alone keep up with the tools used. Despite technology giving us the ability to analyse data, information and knowledge to a higher level than ever before we are still hugely reliant on search to present the findings. Yet few seem to have cracked the ability to search across internal and external sources concurrently.

In a previous post I talked about the need for Assisted Search . My session this week reinforced that: A Knowledge Base is a form of curated assisted search where those responsible for it have assembled critical knowledge their organisation needs to sustain and grow its business.

The role of the knowledge professional in that remains vital and “curate” is one of the 8 ‘ates I describe in “Navigating the Minefield…” and will be going into more detail on when I visit Asia in November.

 

 

 

When AirAsia is not Air Asia: when you know it exists but can’t find it

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I’ve always believed in the principle of “Give / Get” underpinning the basic premise that we cannot all be takers and that sharing involves two or more to engage. So back in 2005 I signed up to Trip Advisor and for the last 12 years I like millions of others have shared my observations on travel, food and accommodation. Why?

In the same way as people contribute to WikiPedia which consolidates and curates the knowledge of the many of a given topic it seemed to me only fair that if I were taking from something then I should give back. As part of this ‘social contract’ Trip Advisor regularly updates me on my standing in their community and informs me I have contributed 170 reviews and received 234 helpful votes.

So yesterday having recently confirmed my participation in KM Asia 2017 and booked a flight from Hong Kong to Kuala Lumpur on AirAsia I decided to comment on a previous flight.

KIM’ers beware

To my surprise having typed in Air Asia into Trip Advisor’s search box I got this set of drop down choices. It made no sense so I emailed them:

I cannot find Air Asia which operates from KL across Asia. Is it listed elsewhere? If not can you please show it.

Today I got this response:

We do list Air Asia, please find all airlines here www.tripadvisor.com/Airlines.

We list “AirAsia” all as one word which is consistent with their official brand; however I realize that it makes it difficult to find on our site as it is not natural to spell these two words without a space. As a result, it was not coming up in our search box. We have changed this to appear as two separate words which should allow easier access from now on. This change will take place on our live site within 24 hours.

Thanks for bringing this to our attention and do look forward to your review!

and finally

Their response was helpful but it highlights an issue that many organisations might have but not realise and why Knowledge & Information Managers should be on their guard when delivering search via drop down boxes to help people find ‘stuff’.

If the search engine is not tweaked to do what Verity’s Topic did some 20 years back namely look at all the various derivations of a name or phrase and present those in the results then the searcher has no idea if the term is correct and if he/she is getting a comprehensive results list.

Who in your organisation ‘owns’ search? I’m guessing that search is seen as technology and falls under IT’s remit.  Yet it is a vital component of the KIM’ers tool set to help people in organisations know what it knows – the ‘Navigate’ competence I’ve written about previously.

AI driven expertise & profiling: hype, hope or déjà vu?

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May was a busy month. Apart from helping establish then launch a real estate and mortgage business (Bees Homes) I was in Lisboa for Social Now and London for KM Legal UK.

I attended both in the expectation of learning more about the onrush of Artificial Intelligence and its implications for the Knowledge Management profession.

Specifically, I wanted to see how the encouragingly styled Talent and Knowledge Matching / Profiling systems might tackle the challenges of knowledge loss when people depart, of onboarding when people arrive and identifying / ranking expertise that might otherwise be opaque when pulling together teams.

It’s not a new topic: back in the late 90’s I was Business & Strategy Advisor to Sopheon PLC when we acquired Organik (a technology for identifying expertise) and built systems for US Insurers looking to establish the best teams for clients based upon expertise. We never cracked it even though we knew what the issues were (usually motivation)!

Seeking answers at SocialNow Lisboa while Keynote speaker Ellen Trude watches.

Armed with a list of ‘use cases’ I’d worked on with Martin White I set off in search of answers to these questions from both vendors and KM practitioners?

  • Onboarding: A new employee with many years of highly relevant experience joins the firm. How long will it be before their experience is ranked at the same level as their predecessors?
  • Legal: Is the profiling process compatible with the provisions of the General Data Protection Regulation? The thoughts of the Information Commissioner on this are worth a look. Profiling & Automated Decision Making
  • Functionality: Do they offer the ability to present a list of people ranked by expertise?
  • Language: In multinational companies where it is especially difficult to know all the experts, how does the vendor coppe with the fact that documents, meetings and social media traffic will be in local languages?
  • Chinese Walls: How does the application cope with expertise gained on projects that are secure, a common issue in law, finance and R&D where walls need to be erected to prevent commercial information being divulged>
  • Testing: What User Testing is undertaken with a client before signing a contract to verify that the profiling system works?

So, what did I discover? Thierry de Bailllon in his closing Keynote put it very succinctly but with a caveat:

Embrace or die? 88% of technologies already include AI.

Self reinforcing bias?

it’s not Enterprise Social Networks (ESN)!

This Twitter exchange between Ana Neves and Luis Suarez prompted by a question I posed of the Workplace (Facebook at Work) team following their presentation is revealing:

May 12 there’s been a few questions about expertise location 2017 I don’t remember that being the case in previous years #SocialNow

May 12 Well, I think people are starting to understand how critical it is to know who is who within the org beyond just content, right?

Replying to totally! It surprises me it took so long. It’s amazing the role #ESN can have in unveiling that expertise #SocialNow

On the surface the case for ESN is compelling. Yet the majority of vendors at SocialNow focus on information exchange and conversation rather than the capturing and cataloguing of it. One,@mangoappsinc, had a neat tool (they won the “coolest app” prize) with the ability to upgrade comments from threaded discussions and posts to create ranked knowledge resources from the mass of information and conversation.

So, ESN can show who has answered what question, conduct searches across conversations and in many cases act as a project management tool, the new Facebook at Work (Workplace) now allows the creation of documents for example.

Provided the application is linked to HR systems it is possible to retrieve profiles and see what expertise an individual might have. As one vendor (@OrangeTrail showcasing Facebook at Work)) who uses bots to generate responses put it:

‘Questions’ is the key to find experts as people don’t keep profiles updated.

I concur and they are great facilitation platforms though with advanced features that will suffice for many. Yet I left Lisboa though feeling organisations will need to rely on assisted search for some time if they want to take a deep dive into expertise

know what you don’t know

Peer Assist “Problems” for discussion

So onto London and KM Legal UK. An interesting Day One ended with a psuedo Peer Assist in which AI was raised a lot.

One observation (facilitation tip): the session failed to commit the ‘owner’ of the problem to action so as a result the feedback loop to plenary became a series of “we said this.”

Again, as in previous years I felt the focus was on operational tools and techniques which means that KIM Professionals in Legal are more at risk from the onrush of technology.

It reminded me of the issue Librarians faced with the arrival of end user search in the mid 90’s which finished their monopoly of being the people who found stuff in organisations.

Day Two took a deeper dive into technology and its potential impact.

AI in Legal today

This slide sets out where AI is making a difference in Legal.

I tweeted having heard Cliff Fluet’s excellent presentation:

Paralegals beware. AI is coming. Adapt or die?

And I questioned:

How wide is scope of AI? More than Doc Analysis / Creation. Opportunity to broaden knowledge base

As yet no one had focused on expertise and profiling so when one presenter cited the case where a newly arrived CEO asked the Head of HR / Talent Management to let him have profiles / competencies of the staff using their system it got my attention.

I asked whether the results the HR head gave the CEO inferred a level of expertise. It didn’t which got thinking that if the data set is incomplete and the issue of self reinforcing bias is not addressed then over reliance on one source for identifying ‘experts’ is dangerous. Imagine your career prospects if for whatever reason your name wasn’t on the ‘expert’ list given to the CEO?

and finally

So where do I see the state of expertise and profiling systems? Patchy!

Yes there are certainly companies who ‘get it’ but can they do it?

I am indebted here to Martin White who in an excellent report “People and expertise seeking – an overview” summarises the predicament thus:

The most important lesson learned is the need for an expertise location strategy that is linked into HR processes, knowledge management, training, job appraisals and social media development. Finding people with expertise is not a ‘search problem’.  Good search tools can certainly help but without attention being paid to profile quality (even if other types of content are being searched) and a commitment by employees to share their knowledge expertise discovery will not be as successful as anticipated or required.

My takeaways:

  • KIM professionals need a clear strategy (working in partnership with other stakeholders such as HR and IT) and be clear on the questions being solved by any system;
  • They need to be clear what they are getting, what’s missing and how it mitigates the potential for self reinforcing bias when they enter discussions with vendors around automating expertise seeking and profiling;
  • They need to recognise the importance of their role in facilitating the adoption of such systems and accept this is just a part of a portfolio of approaches of identifying, capturing and retaining expertise;
  • They need to be clear what critical knowledge actually is in their organisation and who is likely to have it in order to assess the veracity of the results of any pilot;
  • It doesn’t matter what solution you adopt, if your environment is not conducive to the sharing of expertise and people don’t see the value in it then save the money; and
  • In any event you cannot capture everything people know; we learn and share through stories (failures rather than successes) and those often remain hidden.

When your environment speaks to who you are and what you do.

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An invited guest at KM Legal UK in Canary Wharf I was looking forward to a less participative role at Ark’s flagship event for Legal Knowledge Management professionals. But the keynote speaker was unable to attend and so at very short notice (2 hours) I agreed to talk about a topic which I’ve been spending a fair bit of time on these past few months namely “Developing Effective Collaborative Knowledge Spaces“.

A separate account of that event and the NetIKX afternoon I ran the previous week on a similar theme will appear in due course. Suffice to note both were very well attended with enthusiastic participants.

I want to focus instead on my visit last Thursday evening after KM Legal to Aecom‘s London office in Aldgate. I confess I knew nothing about them even though as I discovered I’d seen their work in many countries.  When Malcolm Weston, who was at the NetIKX event and gave an interesting description of his organisation’s building, asked if I’d like to see what they’ve done I jumped at the opportunity. And I’m glad I did.

In gauging how effective the space is I refer to some of the elements Neil Usher had used a few weeks ago in Lisboa at SocialNow in a great presentation describing the collaborative environment he created at Sky.

Here’s how 4 of his 12 stacked up at Aecom.

daylight

One of the prime contributors to an effective collaborative environment, it was noticeable how Aecom had maximised the use of natural daylight especially for breakout areas.

Ambient lighting is supported by excellent desk top lighting that can be adjusted for different tasks.

 

influence

I have always believed in the importance of plants. Aecom appear to agree as each ‘hub’ or work area is separated by plants not filing cabinets or screens as many organisations do.

refresh

Nutrition is key: few of today’s ‘factories’ house manual labour of the sort that was common twenty years ago.

 

 

 

It’s about refreshing the brain so Aecom provide great food at great prices in a wonderful setting.

space

Texture and soft materials are hugely important in creating moods and absorbing sound. Two great illustrations: canvass chairs for individual conference calls and soft furnishing and fabrics outside of the client meeting rooms.

and finally

I chose not to find out what Aecom did or what it stood for before I went hoping that it would become clear from the way their space is planned.

Words that came to mind as I toured their building: professional, quiet, understated, calm, dedicated, experienced, innovative.

Aecom’s office housed over 5 floors 4 of which are interconnected by an internal staircase (all protected by fire proof materials) had been really well thought through and feels like its a great place to work.

It serves as a great flagship for their London operation, part of a global organisation that in their words,

“Worldwide, we design, build, finance, operate and manage projects and programs that unlock opportunities, protect our environment and improve people’s lives.”

 

 

Collaborative Knowledge Space: Asian reflections & beyond

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International Islamic University of Malaysia Kuala Lumpur

I’ve been back a couple of weeks since the Masterclass I ran at the International Islamic University of Malaysia.in Kuala Lumpur.

Today I received some of the photos of the event so figured now is a good time to reflect and provide an update on the survey analysis and the timing of the report I promised to write.

It’s also a good time to remind Eileen Tan from Asia and Ciaran Joyce from Europe that they have not yet given me their addresses so I can send them “Navigating the Minefield: A Practical KM Companion” which is being printed as I write this.

survey report:

Last week I met with Professor Clive Holtham and Ningy (Jonny) Jiang at Cass Business School to review some of the responses.  We are now working on a report and paper to appear in May when I will share some of the findings at the 10th Anniversary Celebrations of NetIKX.

survey analysis in KL

Among a number of practical exercises the KL masterclass group undertook throughout the day was to look at the questions and 120 responses and decide which they thought most compelling.

One group chose Question 7: “What do you understand by the term digital workspace?”

They were asked to share their findings with the rest of the group which made for a very interesting discussion. Alongside is what they chose.

This one also stood out:

My office has all the things I need to work, computer (obviously), tools, my old notebooks, reference documents, books, address book/name card
case, telephone, toys, post it notes with reminders. Scrunch that all up and make it available anywhere and anytime via the internet and an interface.

What I found interesting: there were more definitions than you could throw a stick at!

What was also revealing from Question 2 Where do you have your most interesting work conversations: informal space is really important but there is no ‘one size fits all’ approach that will work since people are people and have different styles and ways of working.

masterclass takeaways:

The takeaway session

I was particularly delighted by the delegates response when I asked them to list 3 things / learning’s they would take away from the Masterclass.

Here’s what they said:

A conducive collaboration workspace can encourage innovation

Increase collaborative hub / breakout spaces

(I must) Go out of my room and meet more people

Technology is critical for virtual collaboration

(An understanding of) The digital space success factors

Mind shift is important to make change work in an organisation

Ask specific questions to area experts

Issues on establishing digital space including the importance of establishing it in promoting collaboration and knowledge sharing

The kind of approaches to establishing digital space.

How to create effective virtual team space and collaborative space

(An understanding of) The drivers for knowledge space

Understanding on the concept of an effective knowledge space design for collaboration and innovation

Space matters, either physical, digital or neutral and we are dealing with people.

Methods of sharing:

·       Postcards to the future

·       “let’s go for a walk”

·       Memory page to explain experience

How to make collaborative space work:

·       Conducive space (online/face to face)

·       The hybrid of both is important

Know the culture to avoid culture barriers and communication breakdown.

Virtual collaboration can only be effective if it is properly planned, everyone provided full training risks clearly identified.

A conducive collaborative workspace can encourage innovation.

Technology is critical for virtual collaboration.

Knowledge sharing can improve productivity.

It is important to know how to create the environment to encourage knowledge sharing.

Knowledge sharing and collaboration can happen anywhere, any time, any device.

It felt like everyone went away having had a great day. I certainly enjoyed it and am already looking forward to returning in November while I am in Asia for KM Asia.

Paul and the Masterclass delegates