Stand up KM: reflections on Asian conferences, masterclasses & Chinese Bullfrogs

It’s been a while!  But as those who look at my postings elsewhere will know I’ve been fully occupied with the launch of The KM Cookbook which ‘hit the stands’ last Friday.

A few month’s back I was in Asia (KL and HK – before events took a turn for the worse) and asked to write my reflections for Information Professional.  What follows is the full version of the truncated article that appears in the July / August edition.

Flying, food and fun!

Bottom: the author at dinner with Rupert Lescott (Dubai), John Hovell (Washington) and Janice Record (Hong Kong); top left, Patrick Lambe in action; and top right, Stand Up KM.

Q) What do these photos have in common? A) They were all taken at places I’ve been in the last few months sharing stories from the KM Cookbook.

From London to Lisbon, Kuala Lumpur to Hong Kong, people and organisations are actively engaged in knowledge management related activities.

And at each of the events there were a few stand out moments / presentations. Here’s a focus on Asia.

Asian adventures

In Kuala Lumpur for a Masterclass (my 4th) at the International Islamic University of Malaysia I was looking forward to teaming up with Straits Knowledge and Patrick Lambe. As organisers of the KM Exchange in KL they had assembled a large crowd from across South East Asia for a share and learn day which I had the pleasure of kicking off.

This Peer Assist technique stood out:

  • A session with a panel (I was a member) judging the most innovative solution to a set of “KM Challenges’ posed by pre-selected members of the audience (one was a regulatory organisation).

Some of the delegates working through the “before, during and after” of a KM Audit

The following day’s Masterclass on the KM Cookbook and ISO 30401 was a delight once I’d shifted location and rearranged the furniture to create the collaborative workspace environment an interactive event needs.

The “Are you audit ready?” session was lively with those delegates from a regulatory / quality background particularly prominent and willing to help the group come up with a set of ground rules to prepare for a potential future KM Standards audit.

So, to Hong Kong (officially the Hong Kong Special Administrative Region) for another Masterclass (run jointly with Eric Hunter and hosted by Janice Record Director of Knowledge at DLA Piper) and two sessions at the KM Asia event.

KM Asia was less well attended than KM Exchange. At one point, I was wondering if there were going to be more speakers than delegates, reflecting an apparent disinterest in the term KM. There were few local presentations and limited audience interaction.

Its Day Two, I am leading a mid-morning session on ISO KM Standards 30401 following presentations by Patrick Lambe, Hank Malik and I. I invite the audience to stand up and then find someone they’ve not met. We all continue to stand up for the rest of the 30-minute session hence Patrick’s description of it as “Stand Up KM.”

I penned this tweet as I left Hong Kong for London:

“Great way to end what has been a fascinating couple of weeks in Asia: Breakfast with Larry Campbell. While Knowledge Management as a title is not de rigueur in HK it was nice to note the activity is still very much alive in the way organisations use data, precedent and knowledge of their people.”

The working out Loud dilemma

It was notable that though presenters talked about “Working out Loud”, very few shared their reflections publicly and even fewer used Twitter. I’ve written much on this in the past. It’s a challenge working cross borders and culture to find a mechanism that works for all.

In the flippant “Stand Up KM” paragraph I noted how it’s Day Two before the delegates are encouraged to fully participate.   And that only worked when I encouraged people to change seats and wandered around the audience with a microphone inviting them to pass it onto others.

And finally – moments of laughter (eventually)

For many years when travelling east I like to get away from it all. Often it’s at Silvermine Bay on Lantau Island Hong Kong. 30-minutes from the airport it’s a world away from the bustle of Central but 40 minutes by fast ferry.

I arrived from KL early Saturday evening, took an early snack to get a peaceful night ahead of a busy week. As darkness fell I switched of the AC and opened the windows to let the sea breeze in. A mistake!

Picture by https://www.flickr.com/people/63048706@N06

There was a deafening sound rather like whales calling each other outside the window.

My curiosity stirred, I dressed and went in search of the source. I traced the noise to the drains and water courses that run into the sea.

The culprit, Giant Chinese Bullfrogs seeking a mate! Note to self: don’t go to a beach hotel in Silvermine in April!

 

 

Knowledge et al: view from 46K

I write this at Dubai airport. I left a very fractured and troubled nation that is the UK, torn apart by a futile attempt to sustain the unsustainable (maintain unity in the largest party in our parliament).
Without pinning my political colours to the mast I must confess I despair at the majority decision to abandon a group that has been in part responsible for peace in Europe these last 75 years. The rush towards right wing nationalism across the globe is in no one’s long term interest and terrifies me as does the bellicose rhetoric that passes for debate.
It’s a good time to reflect on what’s gone and what’s to come.

Knowledge Management: the future

I was interested to see James Robertson and his team at Step Two in Australia post this week that Knowledge management isn’t dead, it’s more important than ever!and describe a number of assignments they’ve done at the practical end of KM.  That they (an excellent Digital Workplace and Intranet focused group) should highlight the importance of their KM practice feels significant.

Knowledge Management (KM) has been around for over 20 years as a set of tools and methods for connecting, collecting and creating knowledge. Lots has been written, and there are tens of thousands of practitioners out there—in-company specialists and consultants. Unlike Lean, Agile and other business improvement methodologies, KM has never had a single agreed set of tools, or a commercial accreditation or standard.

ISO KM Standard

In many ways, the arrival of an internationally agreed standard and vocabulary, imbues fresh professional credibility to the field of Knowledge Management. It provides knowledge managers with a ‘brand-new kitchen’, and a moment during which they can pause for a moment and consider the service that they provide to their organisations. I sat on the UK’s BSI KM Standards Committee one of the international bodies that provided input to ISO as the KM Standards were developed and ultimately published in Q3 2018. I said at the start and still believe
“The arrival of the ISO KM Standards (albeit that adherence is voluntary) provides a framework against which KM Programs can be viewed. An independently assessed external accreditation is another key component of the KM practitioner’s path to corporate legitimacy.”

KM Cookbook

The KM Cookbook written by Chris Collison, Patricia Eng and I serves up a menu of success stories and strategies for organizations wanting to know more about Knowledge Management Standard ISO30401 – whether they intend to pursue certification, or simply seek to use it as a framework to review their existing programme and strategy.
In writing this book, we want to catch the excitement of the arrival of this ‘new kitchen’ and to demonstrate how the arrival of the ISO Knowledge Management System Standard (ISO 30401) provides so much more than a moment to certify a level of consistency in practice.
It provides a moment to re-evaluate, to return to first principles, and to learn from others. Imagine you had the opportunity, not just to enjoy a new, well-equipped and fully inspected kitchen – but also the chance to sit down with KM ‘chefs’ from around the world, across different industry sectors and listen to their stories.
That’s exactly what we have set out to do with the KM Cookbook.

Chartered Knowledge Manager Accreditation

Concurrently in my role as Knowledge & Information Management Ambassodor for CILIP I have been assisting them with the development of what we hope will become a globally recognised accreditation for Knowledge Managers. The first cohort of two dozen has being signed up and they are going through a process of submitting a KM portfolio of work for assessment in anticipation of the award of a Chartership in Knowledge Management.

Assignments, Masterclasses & Speeches

I am Asia bound to give the opening address at a Knowledge Exchange Roundtable event at Securities Commission in Kuala Lumpur and then to run a Masterclass (my 4th) at the International Islamic University of Malaysia
The next stop is then Hong Kong for another Masterclass this time with my good friend Eric Hunter followed by presentations / panel sessions at KM Asia 2019.with Patrick Lambe, Hank Malik on the ISO standard and Bruce Boyes, Rajesh Dhillon, John Hovell and Bill Kaplan on KM Accreditation.
At all these events I will be drawing on the soon to be published “KMCookbook: Stories and Strategies for organisations exploring Knowledge Management ISO Standard 30401” as well as the latest developments in the KM Chartership Accreditation.
Then it’s back to the UK for the Thomson Reuters Practical Law event where I will be running a session and speaking, then a co session with Victoria Ward (more of her in a minute) at the UK KM Summit followed by a trip to Lisbon for the launch of the KM Cookbook in Lisbon in early June at one of my favourite events, SocialNow.

2018: a varied and stimulating year

Looking back to 2018 I had the great pleasure of working alongside Victoria Ward (formerly of Spaknow) on a really interesting KM assignment for a global manufacturingl company. Involving the embedded of KM practices into an organisation undergoing rapid transformation it was challenging and stimulating in equal measure and the use of effective visualisation, personae and archetypes key to delivering on our mandate.

As if the above and researching, interviewing and coauthoring the KM Cookbook wasn’t enough I also managed to fit in a couple of Masterclasses in London and Stockholm around the soft skills (the critical 8 ‘ates) of the Knowledge Manager and deliver a few keynotes in Italy and Sweden.
Back in the UK it was the 2nd year of operations for the two businesses I helped establish and run, award winning Bees Homes  and Coastway Financial. Today is the end of both companies financial years so it’s great to report we are on target to where we wanted to be. 
Despite all the uncertainty, Brexit is proving less of a challenge as there is a move from vendors towards the type of quality service we are offering. A key statistic for us is “Property Views” online and it’s great to be able to report we are currently #1 in our region.
Transparency and trust are important values so we are running “How to sell your property in a post Brexit world” on April 16th at Eastbourne’s swankiest new boutique hotel to share some of the techniques we apply to dress a property to its optimum potential.

In the Community

Our initiative to help with the transformation of our town continues on a couple of fronts. The Urban Art idea has gathered momentum and support from the Municipalities CEO and I am helping him and the regeneration team to attract conferences to the town.

And finally

46k is my preferred seat on the Emirates A380 (and the Boeing 777). Check out Seat Guru.com to see why!

Combating the forces of fakism / Saucy dinner with Chefs Academy winner: Just 2 of the highlights from KM Summit 18

Last week was fun. It started with a Masterclass, jointly presented with Eric Hunter, and continued at the first combined KMUK / KM Legal event now styled the KM Summit expertly compiled by Nick Stone which I had the pleasure of closing.

I took away

  • A sense that KM’ers are becoming increasingly agile: despite the onrush of technological disintermediation there is still a role (especially around the 4 ‘ates – Facilitate, Collaborate, Communicate and Curate).
  • The need for KM’ers to take more ownership of such as Expertise Discovery and technological solutions. Failure to be in the centre will ensure you forever remain on the periphery.
  • The importance of Humanics: a technological literacy; a data literacy; and a human literacy; if you want to prosper in an AI environment. (See detailed comments below)
  • That ISO KM Standards are now in the final stages before publication end Q3 2018.

Preserving our history

“Never been more important to have reliable evidence we can trust. We are in an arms race with the forces of fakism” said John Sheridan, Digital Director of the National Archives, who gave the penultimate presentation at this year’s KM Summit. His topic:”Using blockchain to create trust in digital records” described their Project Archangel:

A two year project researching the long term sustainability of digital archives through new transformational DLT solutions that will ensure both accessibility and integrity of digital archives whilst maximizing their impact through novel models for commodification and open access.

As John noted, The National Archives, as custodian of a country’s past, need to have reliable digital records. Today it has never been easier to produce fake news or videos. Our past needs preserving in a secure environment so that history cannot be rewritten and laws ignored. This slide sums it up well.

So how might you well ask does that impact the Knowledge & Information Management profession?  Greatly I would suggest.  Organisations are not immune to fakism either and need trusted sources of content if they are to make effective decisions. I’ve banged on before about Curation (one of the 8 ‘ates – competencies – I suggest all good KM’ers need to have in their armoury) and this presentation underscored it’s importance. I shall be watching the outcomes with interest as the value of Blockchain (distributed ledger technology) apart from cryptocurrency is record keeping with significant potential as a receptical for Knowledge Assets.

I enjoyed

I missed

  • Much of the discussion around AI that took place in KM Legal where much of the automation of roles is taking place. The KM UK stream was noticeably quiet on the topic apart from a discussion around the replacement of call centres by chat bots. I did like one of Andrew Trickett’s tweets:
    • Is KMs role with AI to be like a Tamagotchi or in a few years time will it be completely different?
  • Any discussion about AI technology’s ability to mine and integrate with legacy systems. This, on the impact of AI and the discipline of Humanics, from AI expert, and the President of Northeastern University, Joseph Aoun, was in my mind having heard his presentation at Chatham House:
    • People are going to lose professions at all levels, not just blue collar or white collar. The AI revolution is colour-blind. Every profession that can be turned into a process will be turned into a process.

      Humanics is essentially the integration of three literacies: a technological literacy, a data literacy and a human literacy, and what I’m saying is that every learner should be – master the three literacies and integrate them. The technological literacy is the literacy that will allow the learner to understand computing, computers and how they operate. The data literacy is to understand how to navigate the sea of information that is generated by these artificial systems. And the human literacy is the literacy that is unique to human beings, that so far, artificial systems cannot emulate. And you know them, we practice them, it’s the ability to be innovative, to be entrepreneurial, the ability to be culturally agile, to work with people, to understand their body language when you work with them. To understand the global setting, to see opportunities to help people and to impact people. What I’m saying is that every learner should master the three literacies. That should be the base of knowledge.

I was surprised

  • EY have a giant ‘bucket’ (The Discover) platform for shareable content. It’s integrated with people profiles. But it was not clear to me whether or not Discover sits outside of the enterprise search platform.
  • That few people talked about how Social Enterprise Tools such as Workplace by Facebook are becoming “KM” in their organisations.
  • That KM’ers can still function in pockets of excellence in large organisations oblivious to others doing similar roles oftern called something different. It happened twice during the event (names witheld to avoid embarrassment).
  • That so few had considered the importance of ‘owning’ Expertise Discovery (see Martin White’s slide below)

From an Intranet Focus / Knowledge et al survey

I was pleased to see

A couple of really good opening keynotes from Kim Glover and Nicky Leijtens. These slides stood out as they descirbe in different ways how technology needs to enable good KM practices:

Technology in a KM World Kim Glover

“Why knowledge sharing initiatives fail” Nicky Leijtens

It was also interesting to see how KM is developing in the Middle East. Energy has always been a fertile hunting ground for Knowledge Managers with much emphasis on learning from doing. Hank Malik showed how PDO in Oman has taken Learning Before, During & After onto another level.

And I like that Ipsos (Market Research) have built a Knowledge Centre for the firm headed by CKO Simon Atkinson and remain focused on being great publishers.

Ipsos’ publishing model

Favourite quotes

  • “We have to be digitally savvy” – be there front and centre, embrace automation to do the analysis – be agile! Be in different places all at once. Focus on those that activities that cannot be automated. Sue Mucenieks at EY
  • Liz Hobbs of TfL Quoting McKinsey – 40% productivity surge if we learn and apply lessons from projects! “What creates a good lesson?” It can impact our future operations. What can we do to make the next project better and improve our StageGate process?
  • ISO KM Standard will not tell you how to do KM. It provides a framework that hopefully will help organisations get a good start, that doesn’t take months to implement. No mandatory requirement, no need to certify, primarily for internal use until the time comes when you can be audited by external assesors. Nick Milton
  • “Personalization lifts the burden… creates the feeling of being special and cared for…ensures loyalty”. Nicky Leitjens
  • “Challenge is for technology to help by improving the analytics so we can personalise curated knowledge”. Andrew Trickett
  • The KM team needs to be the enablers, facilitating and training others to deliver value from lessons learned and continuous improvements. Hank Malik
  • Role of KM is connecting. Help Desk run by Center of Excellence allows Global 24×7 support. Kim Glover

‘The Chartered Knowledge Manager’

Nick Poole CEO of CILIP made an appearance this year at my suggestion. If you’ve read “Navigating the Minefield: A Practical KM Companion” then you might recall that in Chapter 7 What surprised us, Surprise #8 was: Few KMers have formal KM qualifications. Having taught on various MBA’s / MSc’s in Knowledge Management that come and go I’ve long argued the case for an independent globally recognised accreditation from an industry body. Marketeers have CMI, HR professionals, CIPD but KM’ers? CILIP being established by Royal Charter is well placed to plug that gap.

Is there a need? I’d argue most definitely since 2/3rds of those in the room for his presentation expressed an interest in being part of the initial trial. Having run Masterclasses in Africa, Asia, Europe & The Middle East in the past decade I know how many of the attendees require certificates of attendance and completion. Such certificates might be prized but they carry limited weight with Human Resources / Personnel or an organisation’s senior executive cadre.

The imminent arrival of the ISO KM Standards (albeit that adherence is voluntary) provides a framework against which KM Programs can be viewed. An independently assessed external accreditation is another key component of the KM practitioner’s path to corporate legitimacy.

My KM Summit Wordle

I thought it might be interesting to run the top tweets from #KMSummit18 through a wordle to see what stood out. Interestingly it did not surface any of the 4 words that arose from my conversations:

  • Agile
  • Digital
  • Informed
  • Opportunistic

And finally

“Looking back to look forward”

The closing plenary session “KM competencies: A day in the life of a knowledge manager in 2020 which I ran was lively with lots of great ‘takeaways’.

The value of the exercise is giving people the chance to reflect individually, in groups and then with other groups.

It’s amazing how we all see and hear different things and this exercise gives people a chance to share and absorb.

To conclude I want to draw on Ipsos again. Simon noted it had taken them 3 years to achieve what they have. His tips are worth airing:

Ipsos’ Tips

A new way to share “old” knowledge & the launch of Expertise Discovery 2018

Its been a busy start to 2018 professionally and domestically. My mother turned 90 a few weeks back and we celebrated with a surprise event that involved her extended family age range 2-92 who braved the snow in the north to assemble in Eastbourne on the 20th.  Why you might understandably ask is that relevant. Here’s why:

Gatherings such as Mother’s 90th are usually characterised (like weddings) with people from both sides of a family / friends occupying different sides of the room with chance encounters at the food table or bar area.  So I used a technique I often employ to kick off events followed by a new way to share “old” knowledge.:

  1. Introductions: I invited people to assemble at the back of the hall and to go and stand next to someone they didn’t know.  At that point I then invited them to introduce themselves and say how they knew Mother. We did a couple of rounds and by the time Mother made her entrance there was a good feeling in the room and the 40 guests felt they knew more people than when they arrived.
  2. Paul reading out a question while Mother (and great grandchildren look on)

    Post dinner (which was an Iranian Buffet – quite an adventure for the over 70’s) I ran a quiz on Mother’s life. I’ve wanted to try this with someone who is leaving or retiring from a business so this was a dry run. Comprising of 5 rounds of 6 questions the quiz focused on: events; places; dates; likes; and true or false.

  3. I encouraged Mother to give the answers and where she felt comfortable to do so to tell a few stories that amplified the answer.
  4. It worked perfectly: everyone learned something about Mother’s life and we also got her take on some of the events we had only heard others speak about.
  5. Does it have a relevance for Knowledge Capture and Sharing? You bet. Imagine “An audience with…” session with someone who isn’t naturally voluble. A quiz based on a set of grouped questions is a fun yet insightful way of getting an insight into events, decisions or history.

and finally

I am delighted to be able to announce I will be participating in Masterclasses in Lisboa and London (x2) with Martin White and Eric Hunter in the coming months. The first of these “Expertise Discovery 2018” will be in the week of April 23rd and is expected to cost £395.

Here’s a few details:

Expertise Discovery 2018 – optimizing access to corporate knowledge

One of the major challenges for organisations is being able to find out who knows what. This is important when assembling client-facing teams, when facing a new challenge, when revisiting previous decisions, when acquiring or merging with another organisation.
Self-completed personal profiles are recognized as having relatively little value. Potentially the range of expertise discovery applications that are now available should solve the problem.
But do these IT solutions deliver?
This workshop will bring together consultants and practitioners to help you develop an expertise management strategy.
Attendance at Expertise Discovery 2018 will enable you to:

  • Build a business case for investment in expertise discovery applications
  • Assess the claims made by solution vendors
  • Understand the respective roles of IT, HR and KM managers in expertise discovery
  • Share experiences of specifying, testing and implementing these applications
  • Appreciate the potential impact of AI and machine learning on expertise finding

The workshop will be led by Paul Corney and Martin White. Paul started working with expertise discovery applications in the 1990s and is a leading authority on knowledge management good practice. Martin White specializes in enterprise search implementation and has written a recent report on People and Expertise Search. Both have published acclaimed works.

Martin and I are excited about how this is shaping up – we already have reservations despite not yet naming the venue or making it available on line for bookings.

More on the other events in my next posting.

Sophia, AI and the importance of curation: KIM is safe (for the time being)!

I’m lucky. I get to travel to some of the most interesting places on the planet and experience different cultures. These last few weeks for example I’ve been on a book / Masterclass / conference trip to Hong Kong, Kuala Lumpur and SIngapore.

Book launch hosted by Petronas KL

More on the issues that arose around KIM accreditation and the outcomes from KM Asia in separate blogs.

Over dinner in Hong Kong I got to talk about “Sophia” the locally based Hanson Robotics model that controversially has been given citizenship of Saudi Arabia. While hugely impressive and a major advance in sensory technology two quotes about Sophia stuck with me:

Why are we humans obsessed with creating life forms in our own image?” and

“Dogs are able to sense what their master’s mood is. Imagine if we could replicate that in Sophia?”

“Km has gone thru peak of inflated expectations which AI is now going thru”

This was one of KM Asia’s Day Two Chair Les Hales opening remarks.

It’s a good backdrop to focus on the ever increasing clamour I sense around the use of AI / machine learning technology to improve effiiciency and outcomes, reduce headcount +/or free up time for more added value work. In the Masterclasses and presentations I suggested AI is addressing 3 questions on expertise, transactions / news and process:

I noted there has been a lot more in the way of measurable progress on transactions / news and process enhancement than on expertise. In his presentation at KM Asia, Eric Chan of Hutchinson Global Communications showed examples of a couple of regionally based organisations who now used Chat Bots

His examples above which focused on the process question confirmed the widely held assumption that many industries are ripe for disintermediation by AI technology. I noted a couple of his comments:

“Replacing customer service agents by chatbots powered by AI. Achieves 9/10 satisfaction and not subject to selective memory and

1/3rd of work can be done by machines = disruptive stress”

What was really interesting about the Chatbot example? How the difficult customers (the ones who shout) get routed thru to a human!

So where does this leave Knowledge & Information Management? Actually not badly if Eric Hunter’s comment is to be believed:

“The rise of newer forms of technology is challenging the way codified knowledge is managed leading to the need for KM professionals to work with new types of colleagues such as business process improvement specialists and AI providers.”

Note the use of the phrase to work with not be replaced by. Here’s why I believe this to be the case.

The importance of Curation (…ate #7)

One of many positives to emerge from every stop on my Asian adventure was a reaffirmation of the importance of curation, a term Patricia Eng and I described in our book thus:

#7 Curate: So much of what passes for Knowledge Management is about creating and storing content and making it available for reuse. It’s more than the role formerly undertaken by Information Professionals and Librarians, here we are talking about being a custodian of organisational knowledge and organisational knowledge bases.

Technology has for some time been knocking at this door.  Indeed companies like Profinda have made significant strides so it was fascinating to read this very well written piece on Microsoft’s evolving Yammer strategy by Antony Cousins, Director of Customer Success which reflects my ongoing concern that Technology is not Knowledge Management:

Lost knowledge. With the same room structure as Yammer, there will be popular generic rooms where far too much is shared, too little is relevant to users and, should they ever want to find that document or that chat thread which was relevant to them, good luck. It’s lost in the never ending deluge of chat never to be seen again. If we can’t easily find previous answers and solutions or reference points, we’ll be as doomed on Microsoft Teams, as we were on Yammer, to ask the same questions over and over or worse, repeat the same mistakes…. So, in general, well done Microsoft for making things that were quite easy about 6% easier. Now can we please focus on the really big problems still faced by those of us trying to resolve the collaboration problem for big business?

I continue to argue that one of the key aspects of the role of KIM’ers is acting as Curators of organisational knowledge as well as signposts / navigators. In fact this was the premise behind my Masterclasses in Singapore and Kuala Lumpur and the need for those skills:

KIM’ers have to be good at understanding technology and its implications for the business. But they are one of the few groups organisationally who see across silos and should be able to analyse business needs!

And finally

My concern is that organisations increeasingly see technology in its new guise as KM and are jumpiing on the bandwagon to put social tools behind the firewall expecting staff to find the expertise / historical knowledge automatically. In previous pieces I’ve argued that assisted search is still important.

I can also see a shift towards HR / Talent Management as the logical resting place for the discipline where the driver is one of mitigating the risk of knowledge loss when people leave.

But I still see in the short to medium term at least a need for what good KIM’ers do.