Tuesday, October 31st

Track A - Building Knowledge-Sharing Organizations
Moderator: Stacy E. Land, Director of Performance Enhancement, Senior Medical Management, WellPoint & Author, Managing Knowledge-Based Initiatives: Strategies for Successful Deployment
All organizational knowledge initiatives begin with high enthusiasm and the best of intentions. Far too often, they go out with a whimper, disintegrating through inexperience, lack of leadership, and improper tools. Learn from experts who have implemented profoundly successful programs—with quantifiable results.
Innovation and Seeing What’s Next
9:00 a.m. - 10:00 a.m.
Steve Wunker, Partner

Steve WunkerWunker shares the results of 15 years of research that demonstrate clear patterns of where innovation is most fruitful and how it can change an industry. His talk explores unique ways to identify unmet needs, the implications of industry evolution, and principles for success across several categories of innovation.


A101: High Performance Workplaces: FAA
10:15 a.m. - 11:00 a.m.
Ronald Simmons, Scientific & Technical Advisor, Federal Aviation Administration
Andy Campbell, Senior Partner AKG, Subject Matter Expert, SharePoint User Adoption, Applied Knowledge Group, Inc.

This session explores the success of the Federal Aviation Administration’s Knowledge Services Network (KSN), a Microsoft Windows SharePoint Services KM network. It shares how KSN grew from less than 50 users to over 22,000 active participants over a 3-year period by utilizing a unique adoption versus deployment strategy. A traditional technology deployment strategy focuses on how fast one can construct and roll out the virtual technology environment, while a more affective adoption strategy measures how fast one can get sustained use and growth of the technology in the workforce. The adoption approach using Microsoft Windows SharePoint Services gave the FAA the tools to allow the agency to build on its own environment and add features that matched the maturity of the people and the process. The FAA created an evolving solution with a cumulative cost of $3.5 million over the 3-year period, with significant growth in user adoption rates. Cited by the Gartner Group with a High Performance Workplace award for Business Process and Innovation, hear about the agency’s strategies, challenges, experiences, and lessons learned.

A102: Initiating & Running a Successful Worldwide KM Program
11:15 a.m. - 12:00 p.m.
Stan Garfield, Knowledge Management Author, Speaker, and Community Leader, Deloitte Touche Tohmatsu, Limited Author, Proven Practices for Promoting a KM Program; Founder, SIKM Leaders Community

Based on his experience in launching and leading knowledge management programs at Digital, Compaq, and HP, Garfield shares his insights on what works best. He covers the people, process, and technology components needed for a successful KM program, as well as governance, team roles, collaboration methods, communications, and working across organization boundaries.

Lunch Break
12:00 p.m. - 1:15 p.m.
A103 & A104: KM in Action: Tips & Good Practices
1:15 p.m. - 3:00 p.m.
Gordon Vala-Webb, CEO, Building Smarter Organizations Board member, International Association of Innovation Professionals
David Carter, Founder and CTO, Awareness
Sanjay Swarup, Senior Specialist Knowledge Management, Ford Motor Company

This international panel of practitioners shares the critical success factors, tools, practices, and lessons learned for an active and successful KM initiative involving the capture, sharing, and reuse of knowledge. They provide examples and tips based on the experiences of their organizations.

A105: Customer Intimacy Using Knowledge-Sharing Ecosystems
3:15 p.m. - 4:00 p.m.
Darcy Lemons, Senior Advisor, Advisory Services, APQC

Successful organizations achieve market results by maximizing the effectiveness of their value chains. They treat the value chain as a knowledge-sharing ecosystem, using KM tools and principles to cross the boundaries. The resulting knowledge exchange and synthesis translates “customer intimacy” into reality and revenue for the organization. This session shares the key findings from APQC’s recent KM benchmarking study and illustrates how organizations such as Raytheon, Caterpillar, Tata Steel Ltd., Buckman Labs, and the Air Force Material Command share knowledge along their value chains, resulting in tangible, bottom line impacts for their organizations.

A106: Knowledge Enabled Pharmaceutical R&D
4:15 p.m. - 5:00 p.m.
Dave Hodgson, WW Head Knowledge Management Informatics, Pfizer

Pfizer’s global R&D division is one of the world’s largest medical research institutions with an annual budget above $6 billion. Creating a new medicine takes on average $1.3 billion and 12–15 years of development. Building a knowledge-sharing organization is critical in this environment, and Hodgson shares successes and learnings in driving a more knowledge-enabled organization inside Pfizer’s research unit. He illustrates how they’ve integrated several approaches into a holistic package by using explicit knowledge assembly to parachute new drug leads into the development pipeline, and creating online collaboration communities to connect global teams of research scientists, sponsoring tacit and cultural change programs designed to promote knowledge sharing and re-use.

Grand Opening Reception
5:00 p.m. - 7:00 p.m.

Join your friends and colleagues to view the latest products, services, and solutions for knowledge management, intranets, and portals in the Exhibit Hall. Enjoy light hors d’oeuvres and drinks while you visit with exhibitors and learn about their products.

Track B - Collaborative Strategies, Practices & Tools
Moderator: Tim DeWolf, Manager, Research Library, Federal Reserve Bank of San Francisco
Collaboration has moved from yesterday’s dream of “wouldn’t it be nice if…” to a current strategic imperative for organizations of all sizes. Discover how a collaborative attitude, combined with easy-to-implement enterprise-wide tools, can steer organizations toward a legitimate competitive advantage.
Innovation and Seeing What’s Next
9:00 a.m. - 10:00 a.m.
Steve Wunker, Partner

Steve WunkerWunker shares the results of 15 years of research that demonstrate clear patterns of where innovation is most fruitful and how it can change an industry. His talk explores unique ways to identify unmet needs, the implications of industry evolution, and principles for success across several categories of innovation.


B101: Tools for Social & Organizational Network Analysis (ONA)
10:15 a.m. - 11:00 a.m.
Patti Anklam, Principal Consultant Net Work & Author, NetWork, Net Work
Bruce Hoppe, President, Connective Associates

This session provides an overview of the tools available for conducting social network analysis (SNA) and ONA analysis. Using real-world examples, it discusses how to interpret visual diagrams from analysis data, generating and understanding the metrics, and more. Speakers discuss the impact of using these types of analysis tools in any organization.

B102: Managing Metadata in Collaboration Systems
11:15 a.m. - 12:00 p.m.
Jean Graef, Founder, The Montague Institute
Tom Reamy, Chief Knowledge Architect, KAPS Group, USA

With collaboration systems like Microsoft Sharepoint, Interwoven Worksite and IBM Workplace, teams can increase their productivity for project work. However, as team sites proliferate, enterprise information managers are wondering how to consolidate search for both team site and Intranet content, leverage existing taxonomies for the benefit of site creators and users, and synchronize enterprise taxonomies across all departments and team sites. This talk discusses three strategies that organizations are using to meet these challenges.

Lunch Break
12:00 p.m. - 1:15 p.m.
B103: Game Technology & Business Collaboration
1:15 p.m. - 2:00 p.m.
Steve Barth, Assistant Professor/Chair, Business & Entrepreneurship, Iovine and Young Academy for Arts, Engineering and the Business of Innovation, University of Southern California Reflected Knowledge Consulting

KM promises technologies to stimulate and extend learning and collaboration across distances, but virtual platforms such as discussion forums and knowledge repositories rarely achieve the critical mass to catalyze innovation. On the other hand, the intense and complex interactions of multiplayer game online environments are both more advanced and more productive than anything seen in the corporate world. While ethnographic and economic exploration in the new field of game studies show what makes games so compelling, new technologies are pointing to how game-based virtual spaces might influence both the operating systems and the work spaces of the future to make work time as engaging as playtime.

B104: Collaboration @ Statoil
2:15 p.m. - 3:00 p.m.
Hans Hysing Olsen, Sociologist, Computer Supported Collaborative Work, Statoil

Statoil has implemented new, corporatewide solutions for collaboration, enterprise content management, and search, going from a Notes-dominated solution to a mainly Microsoft-based solution. This session shares how they established best practices for collaboration and information sharing across organizational and geographical boundaries by improved work processes for producing and sharing information among work groups and project teams, supported by new IT-tools, established traceability as well as easy, correct and secure access of information through the information life cycle and with respect to legal requirements, and limited duplication of data by classifying information with metadata, enabling the new search engine to find all relevant information regarding a project, process, discipline, organization, etc., and improved search and retrieval of information to ensure sharing and reuse of information. It provides tips for changing the way people work.

B105: Making Search and KM More Accessible to the Enterprise
3:15 p.m. - 4:00 p.m.
Aaron R. Fulkerson, Co-Founder and Chief Executive Officer, MindTouch Inc.
Joel Waterman, Program Director, Enterprise Search Solutions, IBM Corporation

In this session, MindTouch and IBM will discuss how to reduce complexity, ease the adoption curve and improve the effectiveness of Knowledge Management, Search, and Discovery within your enterprise. The presentation will include specific customer case studies and technologies that range from capture to search that aid enterprises in improving the reusability of their company’s collective intelligence and knowledge.

B106: Piloting Collaboration Software
4:15 p.m. - 5:00 p.m.
Patti Anklam, Principal Consultant Net Work & Author, NetWork, Net Work
Joe Hutchinson, Principal, Hutchinson Associates

Global teams require global collaboration infrastructure: They are asking for better ways to share documents, capture communications, and coordinate work than piecemeal via e-mail transfers. Collaboration software technologies have reached a level of maturity in terms of performance, ease-of-use, and security. Companies understand that introducing new technology can be a risky proposition and will pilot the software with small groups before launching corporatewide efforts. Based on three case studies, this session discusses the critical factors for a successful pilot and provides a methodology that puts the end users at the center of the adoption process. Filled with tips and ideas, it includes models for working stakeholder and governance issues with IT and business sponsors, a pilot strategy that lays the foundation for collaboration software processes, and collaborative work practices that accelerate a company’s “time to collaborate.”

Grand Opening Reception
5:00 p.m. - 7:00 p.m.

Join your friends and colleagues to view the latest products, services, and solutions for knowledge management, intranets, and portals in the Exhibit Hall. Enjoy light hors d’oeuvres and drinks while you visit with exhibitors and learn about their products.

Track C - Innovation
Moderator: Marilyn Martiny, Vice President, IKnow
In the 21st century, every enterprise must have a robust culture of innovation permeating every corner of an organization—whatever its mission or function. For any enterprise to thrive—let alone survive—in today’s climate, innovation must be encouraged, supported, and rewarded.
Innovation and Seeing What’s Next
9:00 a.m. - 10:00 a.m.
Steve Wunker, Partner

Steve WunkerWunker shares the results of 15 years of research that demonstrate clear patterns of where innovation is most fruitful and how it can change an industry. His talk explores unique ways to identify unmet needs, the implications of industry evolution, and principles for success across several categories of innovation.


C101: Innovation: Putting Ideas into Action
10:15 a.m. - 11:00 a.m.
Marisa Brown, Practice Leader, Innovation and R&D, APQC

This session focuses on practical best practices learned in APQC’s 2005 “Innovation: Putting Ideas into Action” consortium benchmarking study. The best practice companies that were studied include Procter & Gamble, IBM Corp., the Mayo Clinic, Kennametal Inc., The Clorox Company, and Bausch & Lomb.

C102: From Innovation to Execution
11:15 a.m. - 12:00 p.m.
Steve Wunker, Partner

Once companies have identified industry-changing ideas, their biggest challenge often lies in commercialization. Wunker discusses proven techniques for overcoming internal roadblocks and neutralizing objections from external partners. He shows how to bring innovations to market quickly, inexpensively, and effectively.

Lunch Break
12:00 p.m. - 1:15 p.m.
C103: mbedding Innovation in Healthcare Knowledge Transfer
1:15 p.m. - 2:00 p.m.
Colleen Elliott, Director, Knowledge Transfer & Learning, Strategy & Businsess Development, Catholic Health Initiatives
Holly Pendleton, Organization Effectiveness Consultant and Spreader of Ideas, Independent Consultant

This session presents a case study of CHI, a large, national hospital system with 68 hospitals and 44 long-term care facilities in 19 states and $6 billion in annual revenues, which has implemented a comprehensive KM strategy to leverage the value of operating a national system of healthcare providers. Filled with real-life examples, it describes CHI’s innovation strategy including innovative leadership as a core competency, improving knowledge transfer to increase CHI’s ability to produce more innovations day to day, and researching and developing innovation in strategic priority areas. Elliott shares the details of the challenges and benefits of building an infrastructure that promotes both an organic, continuous knowledge exchange on a broad array of topics (pull) and strategically focuses this exchange and resources on a set of specific strategic initiatives in order to optimize results (push). Both discuss methods for discovering, fostering, and celebrating innovation
through: cultivating and measuring the value of knowledge communities; providing blended learning opportunities that include best practice sharing, online learning, and people to people connection; and applying knowledge transfer and learning consulting resources to specific initiatives.

C104: CoPs: Engines of Innovation
2:15 p.m. - 3:00 p.m.
Gia Preston, Director, Knowledge Management, Tripple I

In every organization there exists a series of informal communities of practice (CoPs), those groups of people who get together to share best practices and also create new ways of doing things (innovation). Buckley shares practical, real-world tips, tricks, and techniques derived from her work with the U.S. Army for creating structure around informal communities of practice. She discusses transforming CoPs from informal discussions with structure to create engines of innovation that impact the entire organization. She illustrates with examples from Battle Command Knowledge System, with CoP membership of over 20,000 active members, that supports soldiers and leaders in the performance of their respective operational missions. It also develops a “Teaching Organization,” one in which everyone teaches, everyone learns, and interactive teaching and judgment interpenetrate all decisionmaking and task execution.

C105: Structured Approach to Innovation
3:15 p.m. - 4:00 p.m.
Jose Claudio Terra, CEO, TerraForum

Innovation cannot depend only on serendipity. This session presents a number of cases of global and Brazilian organizations which pursued a very structured approach to foster new ideas and innovation projects. These initiatives were developed using a broad framework that covers strategic alignment, governance, change management, idea flows, and an idea management software. In all cases, tangible results were achieved. Specific measures covering participation of employees, process efficiency, and specific results were developed. Take away practical tips and solid strategies.

C106: CI 2.0: Competitive Innovation Intelligence
4:15 p.m. - 5:00 p.m.
Arik Johnson, Managing Director, Aurora WDC

Disruptive innovation presents a breathtakingly simple set of tools for understanding and anticipating industry change based on the job outcomes customers expect or desire from the products that they buy. At the same time, Web 2.0 technologies such as blogging, wikis, and social networks have enabled a new level of collaborative intelligence so that external industry changes are clearly seen as they emerge. This allows companies to both compete today and to position their innovation strategy for tomorrow in terms of technological development and generating competitively unique business models. This session demonstrates through case studies how the intersection of the two paramount trends in management today — innovation and collaboration — impact the modern business enterprise to enable sustainable competitive advantage and take competitive intelligence to a new level of strategic, operational, and tactical importance in corporate governance. It includes the tools and step-by-step processes to make competitive innovative intelligence work for your organization.

Grand Opening Reception
5:00 p.m. - 7:00 p.m.

Join your friends and colleagues to view the latest products, services, and solutions for knowledge management, intranets, and portals in the Exhibit Hall. Enjoy light hors d’oeuvres and drinks while you visit with exhibitors and learn about their products.

Planning & Design
Moderator: Martin White, Managing Director, Intranet Focus Ltd, UK

Realizing an intranet’s full potential depends on effective approaches to understanding which opportunities are the right ones. This track focuses on effective intranet planning and design.

Innovation and Seeing What’s Next
9:00 a.m. - 10:00 a.m.
Steve Wunker, Partner

Steve WunkerWunker shares the results of 15 years of research that demonstrate clear patterns of where innovation is most fruitful and how it can change an industry. His talk explores unique ways to identify unmet needs, the implications of industry evolution, and principles for success across several categories of innovation.


Design in the Age of Web 2.0
10:15 a.m. - 11:00 a.m.
Jeffrey Veen, Design Manager, Google Cloud

What does Web 2.0 mean in the world of design? What are the principles and practices that distinguish it from the past and how can we use it in meaningful ways? The project lead for Measure Map, recently acquired by Google, as well as the designer for social media applications and a Web innovator, Veen shares his insights on Web analytics, user experience, and design.

IA101: The Future of Intranets/Portals
11:15 a.m. - 12:00 p.m.
Martin White, Managing Director, Intranet Focus Ltd, UK

Where is this field of intranets and portals going, not only technologically, but organizationally and culturally? This session covers the future of remote access and hand-held/mobile intranets, as well as a vision of intranets being the central nervous system of an organization and changing the way work is done.

Lunch Break
12:00 p.m. - 1:15 p.m.
IA102: Portals: Ideas to Reality
1:15 p.m. - 2:00 p.m.
Janus Boye, Founder & Managing Director, J. Boye

It’s easy to like the idea of a portal, but what exactly are you getting? Despite consolidation, portal software remains a comparatively immature technology, with vendors and customers alike struggling to address chronic performance problems, usability shortcomings, and low adoption rates. Portal vendors target divergent use-cases, and no single platform excels across the broad spectrum of portal applications. This session looks at what the current use of portals is with reference to the hidden dangers. It covers making the business case, key portal areas, what you get, plus examples, weaknesses, and recommendations.

IA103: Planning & Implementing a Portal Migration
2:15 p.m. - 3:00 p.m.
Brett Borgeson, Senior Consultant, Program Manager, Molecular, Inc.

Portal initiatives are complex, but some of the reasons for failure or success are virtually universal. Using real-world examples from MFS Investment Management’s migration to IBM WebSphere portal and Interwoven’s TeamSite 6, Borgeson leads the audience through the step-by-step process of planning, requirements gathering, design and construction, testing, and deployment of a new portal system. He emphasizes how proper planning and orchestration of the project can reduce costs, improve operational efficiencies, and ensure easy access to content management services.

IA104: Designing an Intranet that Works with Your Business
3:15 p.m. - 4:00 p.m.
Billie Mandel, Principal, Information Architect, Openwave

Teams who are charged with designing and implementing their organization’s intranet generally know that to build a successful intranet, they are supposed to talk to their users, find out what they want, keep the content fresh and relevant, avoid jargon and label their navigation clearly. But how do we actually do this work? What are the steps to go through? What standard methodologies can we draw on? Are there common mistakes we can avoid? And, most importantly, how can we make sure that the product we are creating actually contributes real value to our business? Using as a case study the overhaul of the Openwave corporate intranet, Mandel shares her handson methodology to attack these enterprise-specific problems head-on, including stakeholder interviews, card sorting, search log analysis, content audits, as well as commenting on the ratholes to avoid and other horror stories.

IA105: Maximizing Intranet ROI: Tips & Tech
4:15 p.m. - 5:00 p.m.
H.A. Schade, VP Product Management, Unica Corp.

This session discusses how to generate tremendous business value from Web site traffic analysis as it pertains to intranets. Maximize your intranet operations—from planning to design to execution and tracking—in order to accelerate time to value, power better decisions, and drive more efficient operations. The top operational tips and technology requirements for bridging between IT investments in intranets are discussed in detail.

Grand Opening Reception
5:00 p.m. - 7:00 p.m.

Join your friends and colleagues to view the latest products, services, and solutions for knowledge management, intranets, and portals in the Exhibit Hall. Enjoy light hors d’oeuvres and drinks while you visit with exhibitors and learn about their products.

User Experience
Moderator: Craig St. Clair, Principal Consultant, Enterprise Knowledge LLC
Intranet users typically have sophisticated, well-developed, and often divergent expectations. Meeting end-user requirements is increasingly challenging. The track helps to frame both approaches and perspectives in meeting expectations.
Innovation and Seeing What’s Next
9:00 a.m. - 10:00 a.m.
Steve Wunker, Partner

Steve WunkerWunker shares the results of 15 years of research that demonstrate clear patterns of where innovation is most fruitful and how it can change an industry. His talk explores unique ways to identify unmet needs, the implications of industry evolution, and principles for success across several categories of innovation.


Design in the Age of Web 2.0
10:15 a.m. - 11:00 a.m.
Jeffrey Veen, Design Manager, Google Cloud

What does Web 2.0 mean in the world of design? What are the principles and practices that distinguish it from the past and how can we use it in meaningful ways? The project lead for Measure Map, recently acquired by Google, as well as the designer for social media applications and a Web innovator, Veen shares his insights on Web analytics, user experience, and design.

IB101: Information Architecture: A User-Centered Approach
11:15 a.m. - 12:00 p.m.
Joan Lasselle, President, Lasselle-Ramsay, Inc.
Mira Wooten, Client Business Manager, Lasselle-Ramsay, Inc.

Good information architecture (IA) design requires knowing your content and your users and how they make sense of things. This session provides real-life examples of using an IA methodology that focuses on users, including creating user personas, conducting task and content analysis, and mapping the content to the product life cycle. Find out how these techniques can help information architects more closely target the content users need. Speakers show how a user-centered approach to information architecture ensures increased reuse of content, high productivity among users, and a high user adoption rate of products.

Lunch Break
12:00 p.m. - 1:15 p.m.
IB102: Delivering Content Streams & Personalization
1:15 p.m. - 2:00 p.m.
Craig St. Clair, Principal Consultant, Enterprise Knowledge LLC

Personalization capabilities in today’s portal software offer huge amounts of flexibility to match the right content with the right people. But what they don’t tell you is with all this flexibility comes the danger of making a real content and governance mess that is difficult to maintain and impossible for users to figure out. This session deconstructs the principals and tools of personalization, describes the links between user analysis and content delivery, and provides models of content analysis and modeling that will make it all work.

IB103: Findability & User Experience in SharePoint
2:15 p.m. - 3:00 p.m.
Derek Schueren, GM Information Access & Governance, Recommind
Oz Benamram, Chief Knowledge Officer, White & Case LLP

This session discusses the journey of several clients to solve their search needs within a portal environment. It illustrates with concrete examples how SharePoint integrated with enterprise search technology increases the findability of enterprise content, enhances the capabilities of a portal, and improves the user experience.

IB104: User Experience: Lessons Learned
3:15 p.m. - 4:00 p.m.
Carmine Porco, Technology Strategist

This session is filled with case studies and examples of working with user experience in a number of different intranets. It shares the successes and failures, as well as the lessons learned by organizations such as Manulife Financial, Atomic Energy of Canada Ltd., British Columbia Lottery Corporation, and Ontario Realty Corporation.

IB105: How Do I Get People to Use the Content?
4:15 p.m. - 5:00 p.m.
Jay Budzik, CTO, Intellext

Knowledge management solutions were supposed to save organizations a bundle. Instead, they’ve been met by users who complain that KM is a hassle to use, leaving content within unused. Systems need to adapt to the way users behave to make it easy to get content out; this calls for reversing the current search paradigm from pull to push. Technology can offer a solution, with contextual search that proactively delivers information from the KM system to the user when it is most relevant. This in turn increases the use of content stored within KM systems, improves collaboration, and improves the ROI of these systems. Budzik discusses the impact that search technologies can have, using his extensive knowledge of technologies such as Watson that are helping transform the way users interact with KM systems.

Grand Opening Reception
5:00 p.m. - 7:00 p.m.

Join your friends and colleagues to view the latest products, services, and solutions for knowledge management, intranets, and portals in the Exhibit Hall. Enjoy light hors d’oeuvres and drinks while you visit with exhibitors and learn about their products.

Program Table of Contents

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