Tag Archives: Expertise Discovery 2018

When someone with significant expertise joins the organisation, what happens?

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Not a lot if the responses to the survey Martin White and I ran are anything to go by. With most responses acknowledging importance of expertise to their organisation, and against a backdrop of reports suggesting that 1:5 of the workforce in the US will retire within 5 years and that 77% of employees are actively looking for a new job, it seems to us a good time to be taking a deep dive into the topic of Expertise Discovery.

How would you have answered this question? Your options are:

  1. We have a policy which values expertise sharing
  2. We have a Knowledge Management policy but there is no specific reference to expertise sharing
  3. We have a KM policy and are planning to include expertise sharing
  4. We do not have a KM policy but are planning to develop one
  5. We have no plans to develop a KM policy or a ploicy that values expertise sharing.

57% of responses ticked 4 or 5. There is much to discuss and yet the claims made today are that you can buy a product that will solve the issue at the press of a button. Maybe? Is your organisation like one I worked with a few years back who told a new senior employee that the knowledge they had acquired in previous roles was irrelevant as “we are unique”?

Those who attend our event on April 26th Expertise Discovery 2018 – optimising access to corporate knowledge will be able to

  • Appreciate how expertise profiling, expertise finding, expertise ranking and expertise sharing have to be integrated into an expertise discovery strategy
  • Understand the capabilities of the increasingly wide range of expertise finding applications
  • Apply the six crucial tests for evaluating these applications
  • Consider the respective roles of IT, HR, KM and legal managers in optimising the benefits of expertise discovery
  • Share successes and challenges with delegates under the Chatham House Rule

Over the past few years I have run a number of Masterclasses on the importance of effective Knowledge Capture & Retention and it was part of the thread that ran through “Navigating the Minefield: A Practical KM Companion” I co-authored with Patricia Eng last year. At the fulcrum of any organisational effort has to be a recogition that knowledge is not a commodity acquired at the drop of a hat. As a foreward to the chapter I wrote a few months back in “Knowledge Management Matters: Words of Wisdom from Leading Practitioners” I wrote:

As I was growing up and entering the workplace it was common for new joiners to have a probationary or apprenticeship period where you learned from watching then doing under supervision.

Depending on the profession that apprenticeship period could be anything from 6 months to a year and at the end rather like a pilot you were deemed competent to fly solo.

The assumption was that you were likely to be with that organization for a long period and that when you eventually did leave (or retire) your knowledge would have been passed on to those who would replace you.

Today employees are much more transient in nature and few organizations run apprenticeship programs: the c.v. is not about who you worked for, it is more about what you worked on (and achieved). It is highly likely that during their working life someone in their 20’s today will have worked for more than 5 employers (if not going solo as part of the ‘gig’ economy).

Organizations have to plan for this increasing turnover and changing demographics. Their systems have to cater for a transient workforce.

Part of that planning includes having thought about an approach to Expertise Discovery. I am sure you will be interested to learn why we are including this in our event.

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

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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.