=Paper= {{Paper |id=Vol-34/paper-2 |storemode=property |title=Collaborative Knowledge Management: Theory and practice of a successful commercial application (slides) |pdfUrl=https://ceur-ws.org/Vol-34/gruber_slides.pdf |volume=Vol-34 }} ==Collaborative Knowledge Management: Theory and practice of a successful commercial application (slides)== https://ceur-ws.org/Vol-34/gruber_slides.pdf
  Collaborative Knowledge Work:
Theory and Practice of a Successful
           Commercial Application

                     Thomas Gruber
            CTO, Intraspect Software
        How well do organizations think?

      How long does it take for new                                 Does the left hand know what
      people to come up to speed?                                   the right hand is doing?


       ❚ Does knowledge walk                                         How do organizations
         out the door when                                           communicate and coordinate
         someone leaves?                                             their activities?

     ❚ How long does it take to                                     How do organizations maintain
       find the right person for                                    relationships as employees
       the task?
                                                                    change?

© 2000 Intraspect Software. Do not distribute without permission.
      Some Important Ideas


        ❚ Knowledge Capture and Reuse
        ❚ Corporate Memory
        ❚ Organizational Learning
        ❚ Virtual Communities
        ❚ B2B Collaboration across Value Chains


© 2000 Intraspect Software. Do not distribute without permission.
      Some Business Realities
        ❚ Rampant workforce turnover
                – need for organizational memory
        ❚ Scarcity of talent
                – need to find and leverage experts
        ❚ Pressure for fix-fee services
                – need to capture and reuse best practices
        ❚ Need for Speed: Outsource and Partner
          or Die
                – need for B2B knowledge communities
© 2000 Intraspect Software. Do not distribute without permission.
      A Success Story for Collaboration
      and KM
          ❚ Intraspect was designed and built for
            collaborative knowledge management.
          ❚ It actually works.
                 – People use it.
          ❚ It is a commercial success.
                 – They pay for it.
          ❚ It is bringing new capabilities to
            mainstream business areas:
                 – CRM, BI, PSA, HR, Supply Chain
© 2000 Intraspect Software. Do not distribute without permission.
 Some Intraspect Customers
Web & System Integrators   Marketing Services     Financial Services




                                                Other Vertical Markets



                               High Tech


        Telecom
            OK, ENOUGH MARKETING!

            WHAT DOES IT DO AND HOW
            DOES IT WORK?



© 2000 Intraspect Software. Do not distribute without permission.
      The Challenge:


                    ❚ How can technology foster
                      organizational intelligence?

    How to create an environment where
           – people naturally build on each other’s work
           – a corporate memory is created and maintained
           – virtual communities emerge and thrive

© 2000 Intraspect Software. Do not distribute without permission.
      Existing Technical Approaches
      Don’t Solve the Problem




                              Portals                               Point-to-point Email




© 2000 Intraspect Software. Do not distribute without permission.
      The Solution:
      Memory Mediated Collaboration



                                                                    ❚   Shared Online Environment
                                                                        –   Integrate All Information Sources
                                                                    ❚   Many-On-Many Collaboration
                                                                        –   Not Just Teams and Rooms
                                                                    ❚   Community Knowledge Base
                                                                        –   Build on Previous Work




© 2000 Intraspect Software. Do not distribute without permission.
      How It Works:
      The Intraspect Group Memory

                discover                                                 keep informed


        contribute                                          Intraspect        disseminate
                                                              Group
                                                             Memory
           discuss
                                                                          re-use!
                       share


                                  Email Files Web Notes Reports
© 2000 Intraspect Software. Do not distribute without permission.
      Collaborative Knowledge Work in
      Professional Services

                                   Capture & Distribute                   Interact with
                                     Best Practices                        Customers

                                                                                     Generate
                              Manage                                                 Proposals
                            Deliverables

                                                                                          Source
                                Track                                                     and Hire
                               Issues


                                                                                Ramp New
                                     Collaborate on                             Consultants
                                      Engagement                     Find
                                                                    Experts
© 2000 Intraspect Software. Do not distribute without permission.
      Enterprise Deployment on a
      Federation of Intraspect servers
   Professional Services                            Collaborative Portal              Customer and
       Applications                                      Services                    Partner Extranets




 Content Managers                  Management                Engagement Teams   Outsource Partners   Customer Teams



© 2000 Intraspect Software. Do not distribute without permission.
      Product Functionality
                 ❚ Collection, Linking, Organization
                 ❚ Discussion and Commenting
                 ❚ Document Management & Sharing
                 ❚ Full-text & Metadata Search
                 ❚ Universal Subscription
                 ❚ Distribution over web and email
                 ❚ Access Control & Security
                 ❚ Customization and Personalization
© 2000 Intraspect Software. Do not distribute without permission.
      Example: Workspaces for
      Collaborative Engagements




© 2000 Intraspect Software. Do not distribute without permission.
      Information is always In Context




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      Contribute directly to workspace
      from e-mail, browser or desktop

                                                                    Quickly find email
                                                                     addresses with
                                                                    LDAP integration
                                                                                            Unique
                                                                                          customized
                                                                                            e-mail
                                                                                           address




                                                                              Full text
                                                                             search of
                                                                            attachments


© 2000 Intraspect Software. Do not distribute without permission.
      Contribute directly from Microsoft
      Office 2000 or Windows Desktop




                                                                    WebDAV allows
                                                                       Intraspect
                                                                    presentation as
                                                                     web folders.




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  Personalized information
  management space
                           Personal workspaces
                            and client accounts                     Navigation Bar

                                                                                                       Urgent
      User-                                                                                          Notifications
    controlled
    command
       bar




                     Links to news and items of interest                       Tasks, events, etc.


© 2000 Intraspect Software. Do not distribute without permission.
   Search and you will find.




© 2000 Intraspect Software. Do not distribute without permission.
      Find important client information

                                                                    Templates
                                                                    to sort and
                                                                      analyze
                                                                      across
                                                                     accounts
                                                                                           Review
     Adds a                                                                                project
     project                                                                               history
   workspace
    with just
    one click
                                                                                    Links to
                                                                                  live reports
                                                                                     in other
                                                                                    systems




© 2000 Intraspect Software. Do not distribute without permission.
      Subscribe to stay informed of
      relevant activity
                                                                     Notified on
                                                                    his Personal
                                                                        Page




    Notified
      by
     email




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      Subscribe and be kept informed.




© 2000 Intraspect Software. Do not distribute without permission.
      Apply best practices to create a
      new project workspace



              Select
             project
            members;
             assign                                                    Apply
             access                                                   existing
             policies                                               methodology




         Replicate
        vital project
         statistics
        w/ c-spaces


© 2000 Intraspect Software. Do not distribute without permission.
      Structured project spaces to run
      and manage the engagement



                                                                    Quick project
                                                                    overview with
                                                                     searchable
                                                                      metadata




             Project
             member                                                     Use pre-
             security                                                  formatted
             policies.                                              methodologies or
                                                                    create new ones




© 2000 Intraspect Software. Do not distribute without permission.
  Custom Searches combine
  metadata and full-text query

                                                                      Search by
                                                                    document type
                                                                     and custom
                                                                      attributes




© 2000 Intraspect Software. Do not distribute without permission.
      The Ontology of Context and
      Collaboration
              ❚ Context hierarchy with typed nodes
                      – allow multiple parents, no inheritance
              ❚ Conversational relations
                      – next-in-thread/in-reply-to
                      – context-sensitive annotation
              ❚ Implicit metadata
                      – contributor, date, content type
              ❚ Explicit metadata
                      – titles and descriptions
                      – user-defined types and attributes
© 2000 Intraspect Software. Do not distribute without permission.
    How it works: the principles


           ❚ Design for organizational intelligence.
           ❚ Create a knowledge ecology.
           ❚ Motivate by enlightened self-interest.
           ❚ Support existing work practice.
           ❚ Collaboration is king.


© 2000 Intraspect Software. Do not distribute without permission.
      1. People are part of the killer app!
        What People do well                                         What Machines do well
        ❚ Create lots of                                            ❚ Remember lots of
          things to remember                                          things
        ❚ Make sense of data                                        ❚ Search large bodies
                                                                      of data and
          and information                                             information
        ❚ Communicate to                                            ❚ Deliver messages to
          solve problems                                              large audiences
        ❚ What they are                                             ❚ What they are told
          motivated to do                                             to do

© 2000 Intraspect Software. Do not distribute without permission.
      2. An Ecology of Knowledge Reuse

                 ❚ Capture knowledge at its source
                         – get it while it’s hot!
                 ❚ Capture knowledge in context
                         – don’t dump and try to sort it later
                 ❚ Grow the corporate memory as a
                   product of people working on-line
                         – corporate memory emerges


© 2000 Intraspect Software. Do not distribute without permission.
      3. Enlightened self-interest

        ❚ Make it easier to re-use than to reinvent.
        ❚ Make it easier to work together, on-line.
        ❚ Global benefit emerges from local action.
        and…
        ❚ The more people use it, the more valuable
          it is to everyone!

© 2000 Intraspect Software. Do not distribute without permission.
      Not a Field of Dreams


                       “If you build it, they will come.”



                     “If they use it, it will build itself.”




© 2000 Intraspect Software. Do not distribute without permission.
      4. Support existing work practice

            ❚ Reach out to existing toolsets
                   – email, web, desktop
            ❚ Support existing business processes
                   – workflow and metadata for routine tasks
            ❚ Don’t turn knowledge workers into
              librarians!
                   – don’t expect IT staff to do it, either.


© 2000 Intraspect Software. Do not distribute without permission.
      5. Collaboration is King!

          ❚ Knowledge management is driven by
            collaborative work.
                 – the source of knowledge creation
                 – the context for knowledge reuse
                 – the main reason to be working over the net
          ❚ KM without participation will fail.
          ❚ Collaboration in knowledge-based
            communities is the way we work in the
            new economy.
© 2000 Intraspect Software. Do not distribute without permission.