KM, Continuous Improvement, Process Re-engineering, and Six-Sigma

Last week (January 28-29, 2015) I was in Amsterdam for KM Legal Europe, I provided some thoughts on that in my previous blog. Also in that blog post I mentioned that the subject of where KM fits with Continuous Improvement, Process Re-engineering, and Six-Sigma came up. We had a discussion about it, but we ran out of time and I’m not sure that we really came to any conclusions.

First lets start off with some general definitions/explanations.

While Continuous Improvement, Process Re-engineering, and Six-Sigma are all different activities and initiatives, and there are books and courses on each of them separately for the purposes of this blog post I am going to group them all together because for the purposes of this discussion their touch-point with KM is the same. So what are they? They are activities that have the objective of aligning organizational processes with the needs and objectives of the organization. They seek to remove inefficiencies and streamline work processes; they aim for standardization and the reduction of variability.

Knowledge Management, on the other hand, is about learning and sharing, and making sure people have the knowledge they need to do their jobs.

On the face of it, it doesn’t seem that there is much in common, but as they say, “the devil is in the details.”

Let me ask you this, “why do we learn?” and “what are we hoping to accomplish by learning?” Some organizations will say to be more efficient and effective, provide better customer/client service, to be better at what we do, whether that is provide a product, service, economic development, or something else. Hmmm…don’t those sound similar to what Continuous Improvement, Process Re-engineering, and Six-Sigma are all about?

There are many ways to learn, Stan Garfield compiled a list of 80+ activities that can be considered KM activities. Where does learning overlap with Continuous Improvement, Process Re-engineering, and Six-Sigma? In my mind, it’s in the Lessons Learned processes and activities. In Lessons Learned we are trying to understand what worked, what didn’t work, what we should do differently next time and what we need to do to make sure “next time” is better than the last time. That sounds like Continuous Improvement, Process Re-engineering, and Six-Sigma to me.

Now in Continuous Improvement, Process Re-engineering, and Six-Sigma we may actually create the redesigned process. Whereas in Lessons Learned we may recognize that the process needs to be redesigned or a checklist created or some other such outcome and kick-off a sub-process that does the creation. But the Lessons Learned process does do a check and ensure that the outcome was completed and implemented, thus closing the loop on the whole cycle.

I know I have over simplified this, but I do believe the two sets of activities are very closely linked, and I wanted to get across that it’s just a change in perspective that’s needed.

KM isn’t something separate from everything else, it’s a key component of everything and recognizing that makes the implementation that much more complete.

Published: Designing a Successful KM Strategy

Advance copies of our book, Designing a Successful KM Strategy are now available from our publisher, Information Today, Inc.

It will officially be published in mid-January, so if you buy it before that, you get 40% of the regular price.

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I did a workshop based on the book at KM World, on Nov 4th, that was well received, as well as a couple of book signings–it was great to talk to everyone about the book and how it can help them regardless of whether they are just starting with KM or at a point where they are re-evaluating their strategy after implementing KM for a few years.

Information Today has also made a chapter available for preview, you can access it here https://books.infotoday.com/books/Designing-a-Successful-KM-Strategy/Making-the-Case-for-a-Knowledge-Management-Strategy.pdf

Nick (my co-author) also has some helpful links up over on his blog at https://www.nickmilton.com/p/blog-page.html

I hope you enjoy it. Be sure to get in touch if you have any comments or questions.

(Left to right) Ian Thorpe, Stephanie Barnes, Patti Anklam, Connie Crosby at KM World book signing for, "Designing a Successful KM Strategy"
(Left to right) Ian Thorpe, Stephanie Barnes, Patti Anklam, Connie Crosby at KM World book signing for, “Designing a Successful KM Strategy”

 

Designing a Successful KM Strategy

I guess I have been busy, it’s been 6 months since my last post. One of the things that I have been busy with is finishing the book that I have co-authored with my Knoco colleague, Nick Milton.

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Nick and I have written and book called, “Designing a Successful KM Strategy,” it’s being published by Information Today, Inc. Advance copies will be available at KM World, where I will be doing a workshop based on the book (Workshop W4) and a book signing.

I’ll post a link to their website once it’s available for order.

Also, I’m doing a second workshop at KM World called, “W14: Sparking Innovation: Creative KM,” in case any of you are interested in that.

KM Standards vs. Principles

Wow, it’s been a long time since I posted a blog; I’ve been busy working with new clients and I just haven’t had any earth-shattering KM thoughts to share; no ba in my schedule lately.

[Aside: I wrote this for a side-project that I’m working on, so it may eventually appear somewhere in another format.]

There seems to be a lot of talk about KM standards lately, so here are some initial thoughts I had…

What does “standards” mean? According to Wikipedia, standards are “any norm, convention or requirement.”

What does “principles” mean? Again, according to Wikipedia, principles are “a law or rule that has to be, or usually is to be followed, or can be desirably followed, or is an inevitable consequence of something.”

How are they different? Principles are abstract, whereas standards provide something to be compared to/measured against; standards are more tangible.

How are they the same? They can both be used to provide direction, guidance, and/or insight into a situation.

As with everything we have to come to a common understanding, a common lexicon. We have to figure out what terms and ideas mean in our own context and in the context of the organization or group that we are working with.

Does KM need a common lexicon? Yes

Do we need a common understanding of what KM is? Yes

Do we need a common understanding of what isn’t KM? Yes

Should we be inclusive or exclusive? I believe inclusive, knowledge is a system, and it has many interconnected parts, excluding a part means we don’t have an accurate picture of what is happening. If one of the goals of knowledge management is to improve an organization’s efficiency and effectiveness with its knowledge, isn’t  it better to have an understanding of the whole system rather than one pillar of that system. Decision making will be that much better for understanding the system; innovation will be that much more successful for understanding the system. While having a more holistic view may be more challenging it will result in more comprehensive solution; a solution that is more workable and accepted.

Do we need hard and fast Knowledge Management rules to live by? No. Knowledge is a system, an organization is a system. In order to be successful we must be able to adapt to the needs and requirements of each system. There is no one “right” way to “do” KM. KM has to be adjusted to the culture and nature of the organization. There are similarities among KM implementations, but no two implementations are identical, because the needs of each organization are not identical.

KM has to be by design to be successful.

Design thinking is characterized by being purposive; human centered; a balance of analytical and creative; uses abductive reasoning, i.e. inference from best available explanation; and iterative, it uses prototyping and play testing to achieve success.

Here’s how these principles are applied in knowledge management:

Purposive: we look at the organization’s strategy, goals, and objectives and assess how knowledge management best supports those activities. The knowledge management strategy outlines how the organization’s goals and objectives are furthered through the application of knowledge management activities.

Human centered: the best knowledge management implementations consider the people of the organization, e.g. how they work, what makes their work-lives easier, what the culture of the organization is like and works with those requirements to make the organization more efficient and effective in its knowledge processes and activities.

A balance of analytical and creative: KM should be a balance of analytical and creative. It should capture knowledge and make it reusable, but it also needs to leave space, ba, to allow for knowledge creation. This space can look like lots of different things, e.g. giving employees 10% of their time for projects they want to work on/explore, foosball tables, basketball courts, gyms, art/creativity space, and communities of interest; activities that encourage different connections to be made.

Abductive reasoning: this sums up the belief in KM in general. It can be very difficult to prove a causal link between improved knowledge activities and improved organizational performance, metrics and ROI continue to be a significant hurdle for many organizations. However, anyone who has experience with implementing knowledge management successfully knows that efficiency and effectiveness in an organization are improved through the use of knowledge management activities.

Iterative: successful KM starts small and grows. It starts with an over-all strategy and plan, but then moves to pilots, which bring in small parts of the organization, so that lessons can be learned and adjustments made as the people, process, and supporting technology are implemented across the organization.

In conclusion, KM needs principles, a common lexicon, and a common understanding of what is and isn’t KM, but it does not need standards.