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THE YIN AND YANG OF 
KNOWLEDGE MANAGEMENT 
ALBERT SIMARD 
INTEGRATED KNOWLEDGE SERVICES 
PRESENTED TO 
SOCIETY FOR INFORMATION AND KNOWLEDGE MANAGEMENT 
DECEMBER 16, 2014
THE KNOWLEDGE MANAGEMENT 
DICHOTOMY 
Structured Approach: 
Systems and Technology 
Unstructured Approach: 
Social Interaction 
2
BUSINESS STRUCTURES 
Dynamic Social Structure 
(People) 
Adaptable Business Structure 
(Processes) 
Rigid Technology Structure 
(Technology) 
Knowledge 
Outputs 
3
OUTLINE 
•Architecture 
•Sharing 
•Collaboration 
•Negotiation 
•Competition 
4
KNOWLEDGE SERVICES ARCHITECTURE 
Context 
Interactions 
Governance 
Research Management 
Network 
Servers Desktops 
Applications 
Knowledge 
Content 
Flow Services 
Interfaces 
Social 
Business 
Knowledge 
Outputs 
Technology 
5
THREE PILLARS OF 
KNOWLEDGE WORK 
Technology 
Processes 
People 
Architecture 
6
CONNECTING THE STRUCTURES 
People 
Interfaces 
Processes Outputs 
Applications 
Technology 
Architecture 
7
PEOPLE 
Architecture 
•Individuals 
•Attitudes (values, beliefs, engagement) 
•Behavior (voluntarism, participation, sharing) 
•Groups 
•Relationships (trust, safety, equality) 
• Interaction (collaboration, negotiation, competition) 
• Organization 
• Culture (ethics, principles, values) 
• Practices (norms, rules, rewards) 
8
PROCESSES 
Linear 
Architecture 
Feedback / Parallel 
Bypass 
Hub and Spoke 
Circular 
9
TECHNOLOGY 
•Telephony 
•Video conferencing 
•E-mail 
•On-line forums 
•Webinars 
•Sharing sites 
•Collaboration sites 
•Expertise locator 
•Blogs, microblogs 
•Wikis 
Architecture 
10
ARCHITECTURE - 
CORE MODEL 
Who 
Work 
(What) 
Need 
(Why) 
Service 
(How) 
When 
Where 
Input Output 
Schedule 
No schedule 
Physical space 
Cyberspace 
Architecture 
Zachman (1987) 
Rudyard Kipling (1902) 
11
SOCIAL STRUCTURE COMPONENTS 
Context 
(scale) 
Attitudes 
Interactions 
Sharing 
Collaboration 
Negotiation 
Competition 
Behavior 
Culture 
Relationships 
Architecture 
12
SOCIAL INTERACTION FRAMEWORK 
Work Group 
Community 
Network 
Mutual 
Interests 
Autonomous 
Conversation 
Posting 
Publication 
Purchasing 
Contracts 
Merger 
Sports 
Business 
Military 
Collaboration 
peer production 
partnership approach 
high trust 
diverse, synergistic 
Sharing 
leverage knowledge 
passive approach 
some trust 
benign, supportive 
Compatible Conflicting 
Goals 
Negotiation 
mutual agreement 
adversarial approach 
some trust 
structured, formal 
Competition 
defence or victory 
aggressive approach 
no trust 
secretive, hostile 
Unclear 
Architecture 
13
OUTLINE 
•Architecture 
•Sharing 
•Collaboration 
•Negotiation 
•Competition 
14
SHARING ATTRIBUTES 
(Autonomous interests, compatible goals) 
• Exchange content 
• Incentives / motivation 
• Trust and safety 
• Organizational culture 
• Content security 
• Individual privacy 
• Different expertise 
• Control and hoarding 
• Large distances 
Sense, categorize, respond 
Sharing 
15
SHARING OVERVIEW 
Share 
Explicit tacit 
Provide 
Incentives 
Time & Place 
Technology 
Interact 
Content 
Access 
Shared 
Content 
Sharing 
16
SHARING EXPLICIT CONTENT 
Social 
Business 
Technology 
Knowledge 
Sharing 
Existing 
Content 
Shared 
Content 
Create 
Incentives 
engagement 
motivation 
compliance 
reciprocity 
Retrieve 
web browser 
web portal 
content 
repository 
search engine 
help desk 
Work Service 
network 
site content 
awareness 
Access 
Interact 
telephone 
meeting 
collaboration 
e-mail 
Provide 
Content 
e-mail 
publishing 
distribution collect 
content 
content repository 
search engine 
Protect 
network security 
site security 
content security 
Organize metadata 
info. mgt. 
17
FRAMEWORK FOR SHARING EXPLICIT CONTENT 
Work Person / Group Input / Output Services 
Create Incentives manager, leader existing content / sharing 
environment 
engagement, motivation, 
compliance, reciprocity 
Provide Content author, owner, provider, 
holder 
available content e-mail, publishing, 
distribution, 
content repository, 
metadata template 
Protect Content content manager, 
security specialist 
secure content content security site 
security network 
security 
Access Content content manager, 
communicator, network 
manager 
accessible content network, site, content, 
permission, awareness 
Retrieve Content repository manager, 
application specialist, 
content manager, 
facilitator 
transferred content web browser & portal, 
content repository, 
search engine, help desk, 
facilitation 
Interact provider, author, recipient, 
user 
recipient understanding, 
capacity 
telephone, e-mail, 
meeting space, 
collaboration site 
Sharing 
18
SHARING TACIT KNOWLEDGE 
Tacit 
Knowledge 
Work Service 
Shared 
Knowledge 
Provide 
Incentives 
engagement 
motivation 
compliance 
Support reciprocity 
Sharing 
Technology 
Support 
meeting space 
workshop 
conference 
site visit 
classroom 
permission 
telephone funding 
on-line forum 
group apps. 
e-mail 
web portal 
expertise directory 
collaboration site 
social network apps. 
conversation 
after action rev. 
capturing 
extraction 
advising 
teaching 
storytelling 
demonstrating 
presenting 
mentoring 
Interact 
Social 
Business 
Technology 
Knowledge 
Sharing 
19
FRAMEWORK FOR SHARING 
TACIT KNOWLEDGE Work Person / Group Input / Output Services 
Provide Incentives manager, leader, 
knowledge holder 
tacit knowledge / 
willingness to share 
Sharing 
engagement, 
motivation, compliance 
Provide Place manager, facilitator, 
coordinator 
physical place, time facilities, scheduling 
Technology Support network manager, 
application specialist, 
facilitator, 
coordinator 
connectivity, 
digital site 
telephone, e-mail, 
on-line forum, 
web portal, 
expertise directory, 
collaboration site, 
social network apps., 
facilitation 
Interact knowledge holder, 
recipient, facilitator 
shared knowledge conversation, dialogue, 
after-action review, 
capturing, teaching, 
storytelling, 
demonstrating, 
20 
presenting, mentoring
OUTLINE 
•Overview 
•Sharing 
•Collaboration 
•Negotiation 
•Competition 
21
Collaboration 
COLLABORATION ATTRIBUTES 
(Mutual interests, compatible goals) 
•Synergy and joint production 
• Dialogue, conversations in groups 
• Sharing, exchanges among peers 
• Candor, freedom of expression 
• Trust, safety, honesty, openness 
• Agreed rules of conduct 
• Diversity, flexibility, outliers 
• Equality, meritocracy of ideas 
• Collective, not individual benefit 
Sense, analyze, respond 
22
COLLABORATION 
OVERVIEW 
Social 
Context 
Collaborate 
Knowledge 
Transformation 
Technology 
Support 
Organizational 
Work 
Decision 
Shared 
Knowledge 
Collaboration 
23
Collaboration 
COLLABORATION - SOCIAL CONTEXT 
Work Individual Service 
Group 
Knowledge 
engagement 
counseling 
feedback 
human resources 
Knowledge 
motivation 
compliance 
engagement 
human resources 
rules & norms 
guidance 
facilitation 
support 
Influence 
Attitudes 
Affect 
Behavior 
Foster 
Relationships 
Evolve 
Culture 
formation 
change 
org. learning 
enjoyment 
openness 
ethics 
altruism 
participation 
commitment 
involvement 
creativity 
trust & safety 
equality 
meritocracy 
synergy 
diversity 
flexibility 
freedom 
transparency 
Social 
Business 
Technology 
Knowledge 
24
COLLABORATION TECHNOLOGY 
Collaborate 
Collaboration 
Site 
Group Site 
User Access 
Connectivity 
Security 
architecture 
server, site expertise 
directory search 
engine 
content repository web portal 
user interface 
help files & desk 
Internet training 
Intranet 
LAN, WAN access control 
authentication 
network security 
site security 
content security 
Work Service 
Operation 
installation 
maintenance 
upgrades 
recovery 
Social 
Business 
Technology 
Knowledge 
Collaboration 
25
OUTLINE 
•Architecture 
•Sharing 
•Collaboration 
•Negotiation 
•Competition 
26
NEGOTIATION ATTRIBUTES 
(Mutual interests, conflicting goals) 
•Reaching an agreement 
• Debate and discussion 
• Positions and interests 
• Bargaining and compromise 
• Proposal and response 
• Attempt to establish trust 
• Short-term / long-term 
•Win/win vs. win/loose 
Probe, sense, respond 
Negotiation 
27
NEGOTIATION OVERVIEW 
Negotiate 
Preparation 
Bargaining 
Approval 
Collaborate Agreement 
Negotiation 
28
NEGOTIATION - PREPARATION 
Negotiation 
decision 
office app. 
template 
Work Service 
Goals 
agreement 
relationship 
strategy 
collaboration 
decision 
Interpret 
values 
options 
intelligence 
analysis app. 
Establish 
Position 
alternatives 
possibilities 
BATNA 
ZOPA 
collaboration 
office app. 
template 
Compile 
Content 
context 
situation 
monitoring 
sharing 
web portal 
search engine 
Revise 
position 
Content 
Preliminary 
Analysis 
Recommend 
Position 
decision 
support 
analysis app. 
out 
Social 
Business 
Technology 
Knowledge 
29
NEGOTIATION - BARGAINING 
deception 
ethics 
emotions 
distrust 
embarrassed 
Social 
Business 
Technology 
Knowledge 
Work Service 
negotiation svc. 
content mgt. 
Position 
questions 
assumptions 
unknowns 
uncertainty 
Identify 
Counter 
Power 
Influence 
Benefits 
multiple issues 
expansion 
total benefits 
contingency 
coalition 
leverage 
attack 
threats 
losses & gains 
momentum 
justification 
references 
concessions 
Revise 
position 
new 
information? 
Draft 
Agreement 
important 
no 
routine 
Conclude 
negotiation svc. 
office app. 
agreement template 
Negotiation 
30
OUTLINE 
•Architecture 
•Sharing 
•Collaboration 
•Negotiation 
•Competition 
31
COMPETITION ATTRIBUTES 
•Victory, gain, or defence 
• Speed of analysis and action are critical 
• No trust, secretive, misleading actions 
• Rules: dominant, important, minimal 
• Ongoing process, requires recurring analysis 
(Autonomous Interests, conflicting goals) 
Act, sense, respond 
Competition 
32
COMPETITION OVERVIEW 
Compete 
Decision 
Intelligence 
Action 
Monitor 
Outcomes Adapt 
End 
Negotiate 
Competition 
33
COMPETITION - INTELLIGENCE 
Social 
Business 
Technology 
Knowledge 
usable 
multi-media 
evaluated 
accessible 
secure 
Acquire 
Organize 
Analyze 
public 
non-public 
SWOT 
competition 
mental models 
present activity 
human factor 
soft info. 
content acquisition 
knowledge mobilization 
integration 
collection 
repository 
content mgt. 
Synthesize 
analysis apps. 
statistical apps. 
Content 
Response futures analysis 
Intelligence 
Identify 
Actions 
synthesis apps. 
systems analysis 
expertise 
collaboration 
scenario analysis 
gaming 
Work Service 
Competition 
34
COMPETITION – ACTION & ADAPTATION 
Social 
Business 
Technology 
Knowledge 
Competition 
office apps 
competition template 
intelligence repository 
Adapt analysis apps. 
synthesis apps. 
Document 
Store 
Recommend 
Authorize 
Intelligence 
Success / failure 
Outcome 
decision 
Monitor 
content acquisition 
knowledge mobilize. 
Result 
Learn org. learning 
Evaluate after-action review 
Act resources 
inconclusive 
35 
out
Main Messages 
•Organizations consist of social, 
technological, and business 
structures. 
•Work may involve sharing, 
collaboration, negotiation, and/or 
competition. 
•Knowledge management must 
support all of these contexts. 
36
QUESTIONS? 
FURTHER DISCUSSION? 
MORE INFORMATION? 
37 
albert.simard@outlook.com 
https://www.linkedin.com/pub/albert-simard/61/75a/4b9 
http://www.slideshare.net/albertsimard 
http://www.slideshare.net/fullscreen/albertsimard/social-interaction-17/1

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Sikm yin and yang of km

  • 1. THE YIN AND YANG OF KNOWLEDGE MANAGEMENT ALBERT SIMARD INTEGRATED KNOWLEDGE SERVICES PRESENTED TO SOCIETY FOR INFORMATION AND KNOWLEDGE MANAGEMENT DECEMBER 16, 2014
  • 2. THE KNOWLEDGE MANAGEMENT DICHOTOMY Structured Approach: Systems and Technology Unstructured Approach: Social Interaction 2
  • 3. BUSINESS STRUCTURES Dynamic Social Structure (People) Adaptable Business Structure (Processes) Rigid Technology Structure (Technology) Knowledge Outputs 3
  • 4. OUTLINE •Architecture •Sharing •Collaboration •Negotiation •Competition 4
  • 5. KNOWLEDGE SERVICES ARCHITECTURE Context Interactions Governance Research Management Network Servers Desktops Applications Knowledge Content Flow Services Interfaces Social Business Knowledge Outputs Technology 5
  • 6. THREE PILLARS OF KNOWLEDGE WORK Technology Processes People Architecture 6
  • 7. CONNECTING THE STRUCTURES People Interfaces Processes Outputs Applications Technology Architecture 7
  • 8. PEOPLE Architecture •Individuals •Attitudes (values, beliefs, engagement) •Behavior (voluntarism, participation, sharing) •Groups •Relationships (trust, safety, equality) • Interaction (collaboration, negotiation, competition) • Organization • Culture (ethics, principles, values) • Practices (norms, rules, rewards) 8
  • 9. PROCESSES Linear Architecture Feedback / Parallel Bypass Hub and Spoke Circular 9
  • 10. TECHNOLOGY •Telephony •Video conferencing •E-mail •On-line forums •Webinars •Sharing sites •Collaboration sites •Expertise locator •Blogs, microblogs •Wikis Architecture 10
  • 11. ARCHITECTURE - CORE MODEL Who Work (What) Need (Why) Service (How) When Where Input Output Schedule No schedule Physical space Cyberspace Architecture Zachman (1987) Rudyard Kipling (1902) 11
  • 12. SOCIAL STRUCTURE COMPONENTS Context (scale) Attitudes Interactions Sharing Collaboration Negotiation Competition Behavior Culture Relationships Architecture 12
  • 13. SOCIAL INTERACTION FRAMEWORK Work Group Community Network Mutual Interests Autonomous Conversation Posting Publication Purchasing Contracts Merger Sports Business Military Collaboration peer production partnership approach high trust diverse, synergistic Sharing leverage knowledge passive approach some trust benign, supportive Compatible Conflicting Goals Negotiation mutual agreement adversarial approach some trust structured, formal Competition defence or victory aggressive approach no trust secretive, hostile Unclear Architecture 13
  • 14. OUTLINE •Architecture •Sharing •Collaboration •Negotiation •Competition 14
  • 15. SHARING ATTRIBUTES (Autonomous interests, compatible goals) • Exchange content • Incentives / motivation • Trust and safety • Organizational culture • Content security • Individual privacy • Different expertise • Control and hoarding • Large distances Sense, categorize, respond Sharing 15
  • 16. SHARING OVERVIEW Share Explicit tacit Provide Incentives Time & Place Technology Interact Content Access Shared Content Sharing 16
  • 17. SHARING EXPLICIT CONTENT Social Business Technology Knowledge Sharing Existing Content Shared Content Create Incentives engagement motivation compliance reciprocity Retrieve web browser web portal content repository search engine help desk Work Service network site content awareness Access Interact telephone meeting collaboration e-mail Provide Content e-mail publishing distribution collect content content repository search engine Protect network security site security content security Organize metadata info. mgt. 17
  • 18. FRAMEWORK FOR SHARING EXPLICIT CONTENT Work Person / Group Input / Output Services Create Incentives manager, leader existing content / sharing environment engagement, motivation, compliance, reciprocity Provide Content author, owner, provider, holder available content e-mail, publishing, distribution, content repository, metadata template Protect Content content manager, security specialist secure content content security site security network security Access Content content manager, communicator, network manager accessible content network, site, content, permission, awareness Retrieve Content repository manager, application specialist, content manager, facilitator transferred content web browser & portal, content repository, search engine, help desk, facilitation Interact provider, author, recipient, user recipient understanding, capacity telephone, e-mail, meeting space, collaboration site Sharing 18
  • 19. SHARING TACIT KNOWLEDGE Tacit Knowledge Work Service Shared Knowledge Provide Incentives engagement motivation compliance Support reciprocity Sharing Technology Support meeting space workshop conference site visit classroom permission telephone funding on-line forum group apps. e-mail web portal expertise directory collaboration site social network apps. conversation after action rev. capturing extraction advising teaching storytelling demonstrating presenting mentoring Interact Social Business Technology Knowledge Sharing 19
  • 20. FRAMEWORK FOR SHARING TACIT KNOWLEDGE Work Person / Group Input / Output Services Provide Incentives manager, leader, knowledge holder tacit knowledge / willingness to share Sharing engagement, motivation, compliance Provide Place manager, facilitator, coordinator physical place, time facilities, scheduling Technology Support network manager, application specialist, facilitator, coordinator connectivity, digital site telephone, e-mail, on-line forum, web portal, expertise directory, collaboration site, social network apps., facilitation Interact knowledge holder, recipient, facilitator shared knowledge conversation, dialogue, after-action review, capturing, teaching, storytelling, demonstrating, 20 presenting, mentoring
  • 21. OUTLINE •Overview •Sharing •Collaboration •Negotiation •Competition 21
  • 22. Collaboration COLLABORATION ATTRIBUTES (Mutual interests, compatible goals) •Synergy and joint production • Dialogue, conversations in groups • Sharing, exchanges among peers • Candor, freedom of expression • Trust, safety, honesty, openness • Agreed rules of conduct • Diversity, flexibility, outliers • Equality, meritocracy of ideas • Collective, not individual benefit Sense, analyze, respond 22
  • 23. COLLABORATION OVERVIEW Social Context Collaborate Knowledge Transformation Technology Support Organizational Work Decision Shared Knowledge Collaboration 23
  • 24. Collaboration COLLABORATION - SOCIAL CONTEXT Work Individual Service Group Knowledge engagement counseling feedback human resources Knowledge motivation compliance engagement human resources rules & norms guidance facilitation support Influence Attitudes Affect Behavior Foster Relationships Evolve Culture formation change org. learning enjoyment openness ethics altruism participation commitment involvement creativity trust & safety equality meritocracy synergy diversity flexibility freedom transparency Social Business Technology Knowledge 24
  • 25. COLLABORATION TECHNOLOGY Collaborate Collaboration Site Group Site User Access Connectivity Security architecture server, site expertise directory search engine content repository web portal user interface help files & desk Internet training Intranet LAN, WAN access control authentication network security site security content security Work Service Operation installation maintenance upgrades recovery Social Business Technology Knowledge Collaboration 25
  • 26. OUTLINE •Architecture •Sharing •Collaboration •Negotiation •Competition 26
  • 27. NEGOTIATION ATTRIBUTES (Mutual interests, conflicting goals) •Reaching an agreement • Debate and discussion • Positions and interests • Bargaining and compromise • Proposal and response • Attempt to establish trust • Short-term / long-term •Win/win vs. win/loose Probe, sense, respond Negotiation 27
  • 28. NEGOTIATION OVERVIEW Negotiate Preparation Bargaining Approval Collaborate Agreement Negotiation 28
  • 29. NEGOTIATION - PREPARATION Negotiation decision office app. template Work Service Goals agreement relationship strategy collaboration decision Interpret values options intelligence analysis app. Establish Position alternatives possibilities BATNA ZOPA collaboration office app. template Compile Content context situation monitoring sharing web portal search engine Revise position Content Preliminary Analysis Recommend Position decision support analysis app. out Social Business Technology Knowledge 29
  • 30. NEGOTIATION - BARGAINING deception ethics emotions distrust embarrassed Social Business Technology Knowledge Work Service negotiation svc. content mgt. Position questions assumptions unknowns uncertainty Identify Counter Power Influence Benefits multiple issues expansion total benefits contingency coalition leverage attack threats losses & gains momentum justification references concessions Revise position new information? Draft Agreement important no routine Conclude negotiation svc. office app. agreement template Negotiation 30
  • 31. OUTLINE •Architecture •Sharing •Collaboration •Negotiation •Competition 31
  • 32. COMPETITION ATTRIBUTES •Victory, gain, or defence • Speed of analysis and action are critical • No trust, secretive, misleading actions • Rules: dominant, important, minimal • Ongoing process, requires recurring analysis (Autonomous Interests, conflicting goals) Act, sense, respond Competition 32
  • 33. COMPETITION OVERVIEW Compete Decision Intelligence Action Monitor Outcomes Adapt End Negotiate Competition 33
  • 34. COMPETITION - INTELLIGENCE Social Business Technology Knowledge usable multi-media evaluated accessible secure Acquire Organize Analyze public non-public SWOT competition mental models present activity human factor soft info. content acquisition knowledge mobilization integration collection repository content mgt. Synthesize analysis apps. statistical apps. Content Response futures analysis Intelligence Identify Actions synthesis apps. systems analysis expertise collaboration scenario analysis gaming Work Service Competition 34
  • 35. COMPETITION – ACTION & ADAPTATION Social Business Technology Knowledge Competition office apps competition template intelligence repository Adapt analysis apps. synthesis apps. Document Store Recommend Authorize Intelligence Success / failure Outcome decision Monitor content acquisition knowledge mobilize. Result Learn org. learning Evaluate after-action review Act resources inconclusive 35 out
  • 36. Main Messages •Organizations consist of social, technological, and business structures. •Work may involve sharing, collaboration, negotiation, and/or competition. •Knowledge management must support all of these contexts. 36
  • 37. QUESTIONS? FURTHER DISCUSSION? MORE INFORMATION? 37 albert.simard@outlook.com https://www.linkedin.com/pub/albert-simard/61/75a/4b9 http://www.slideshare.net/albertsimard http://www.slideshare.net/fullscreen/albertsimard/social-interaction-17/1

Editor's Notes

  1. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  2. I kept six honest serving-men, They taught me all I knew; Their names are What and Why and When And How and Where and Who. Rudyard Kipling (1902)
  3. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  4. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  5. This presentation is divided into three parts. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.
  6. We’ll start by describing why and how the knowledge services framework was developed. The knowledge organization will compare content management and knowledge service approaches for structuring knowledge management in an organizational context. The knowledge environment will consider how an organization interacts with its clients and, in the case of governments, with all citizens. So, let’s look at how the framework was developed.