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November 6 - 8, 2007
San Jose McEnery Convention Center
San Jose, CA |
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| KMWorld & Intranets 2007 — Final Program
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KMWorld & Intranets 2007 - Pre-Conference Workshops
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Pre-Conference Workshops
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Workshop 1 - Knowledge Transfer: Using Narrative & Stories
9:00 a.m. – 4:30 p.m.
Dave Snowden, Founder & Chief Scientific Officer - Cognitive Edge Pte Ltd
Michael Cheveldave, Principal - NuOptiks Consulting
This interactive learning workshop focuses on understanding the role of narrative
(stories and anecdotes) in practical approaches for facilitating effective
knowledge exchange between individuals and teams within organizations. During
the learning process, participants explore the key topics of the conference
to reveal perspectives, biases, and diverse understandings so they are better
prepared to absorb, challenge, and learn from the conference with “new eyes.”
In addition, attendees will take away a new process for knowledge transfer to
use in their own organizations.
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Workshop 2 - KM 2.0 Unconference: How to Save Knowledge Management (or, Can KM Change the World?) [CANCELLED]
9:00 a.m. – 12:00 p.m.
Dave Pollard, CKO - KM Consultant, & Author, Working Naturally
Siona van Dijk, Director of Communications - Zaadz, Inc.
Join Dave Pollard, VP Knowledge Development, CICA and author of the "How to Save the World" weblog, and Open Space Facilitator Siona van Dijk, as they lead an experiential, collaborative investigation into what it might take to rescue KM—and how such a changed KM might change the world.
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Workshop 3 - Critical Success Factors for KM Initiatives
9:00 a.m. – 12:00 p.m.
Larry Chait, Managing Director - Chait and Associates, Inc
Leveraging knowledge is a critical factor in operational effectiveness and organizational
innovation. Yet with all of its importance, far too many KM initiatives
fall short or fail outright. In this hands-on, interactive session, attendees work
through a series of exercises to understand this paradox in order to identify the
requirements for success and to answer these questions: Why do so many KM
initiatives fail to measure up? What makes KM unique? What is required for success?
What tools and techniques can be used to help? Full of practical examples,
lessons learned, tips, and insights, this workshop will help you move your
KM initiative forward.
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Workshop 4 - Dealing with Change & Building the Enterprise of the Future
9:00 a.m. – 12:00 p.m.
Art Murray, CEO of Applied Knowledge Sciences, Inc., & Chief Fellow - George Washington University Institute for Knowledge and Innovation
Rudy Garrity, Consultant, & Director, Learning and Assessment Programs - George Washington University Institute for Knowledge and Innovation
One of the greatest challenges to transforming a legacy organization into an
“enterprise of the future” is resistance to change. Plans are written, motivational
rallies held, workshops and training sessions conducted. People are energized.
Yet the execution doesn’t follow. Upon returning to the day-to-day pressures of
crises, deadlines, and full e-mail boxes, everyone quickly reverts back to their
old habits. How can we break free from the daily grind that is draining our productivity,
our energy, our creativity and causing us to fall hopelessly behind?
This workshop deals with overcoming obstacles and barriers to change. Based
on more than 20 years of academic research, field testing, and real-world application,
some of the actionable techniques discussed include changing the way
people think about their work, the critical role of leadership and the core mission,
constant reinforcement using embedded change agents as catalysts,
applying technology, and making learning a habitual part of every work process.
By applying the techniques learned, you will quickly begin to see results, including
increased organizational performance, quicker response to changes, faster
business decision making, faster knowledge flows, and other benefits. Get the
action steps that will help you speed up your organization’s transformation.
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Workshop 5 - Knowledge Capture: Getting Beyond the Theoretical KM Approach
9:00 a.m. – 12:00 p.m.
Kaye Atkins, Senior Information Analyst - Washington Savannah River Company
This workshop covers the basics of capturing Subject Matter Expert (SME) content
using off-the-shelf applications with low overhead and rapid results for sharing.
Attendees construct a Knowledge Capture product by the end of the workshop
and participate in the composition of the elements towards producing the
deliverable using worksheets and tools provided by the instructor. The implementation
model for the workshop is based on using a community of practice
(CoP) or group of individuals selected by their organization, trained and supported
by the KM team via monthly user group meetings, technical support,
and online information bulletins. This workshop is similar to the initial orientation
to Knowledge Capture that is provided to new individuals joining a CoP.
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Workshop 6 - Intranets & Portals: Strategies & Best Practices
9:00 a.m. – 12:00 p.m.
Carmine Porco, Vice-President - Prescient Digital Media
Successful intranets and portals promote and institute change within an enterprise
by supporting the way users and management approach and perform
work. A widely deployed, highly interactive site/portal leaves few internal
processes and business functions untouched. It changes the way work is performed
— whether searching for product information, finding experts, enrolling
or completing training, or submitting expenses. The site/portal becomes the
center of the workday for knowledge workers and those dependent on the site
for tools and information. With many real-world examples, this interactive workshop
focuses on strategies and best practices for governing and managing an
intranet/portal for success and productivity. Discussions center around standards
and policies, staffing, branding, style guidelines, enterprise support, and
more. Join us for insights and ideas for improving your intranet or portal.
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Workshop 7 - Taxonomy 101
9:00 a.m. – 12:00 p.m.
Alice Redmon-Neal, Chief Taxonomist - Access Innovations, Inc.
The foundation of successful information architecture is a well-built taxonomy.
This workshop addresses the basics, including identifying concepts and collecting
and organizing terms to describe your domain. It covers the steps for
constructing a taxonomy or full thesaurus to suit your organizational needs.
Learn about domain analysis, sources for terminology, and organizational strategies.
Major focal points include relationships between terms, the logic of inheritance,
and more, with attention given to established taxonomy construction
standards. Several practical exercises help reinforce concepts presented and
provide a solid introduction or skills refresher for other sessions.
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Workshop 8 - Creating Effective CM & Search Strategies
9:00 a.m. – 12:00 p.m.
Seth Earley, President - Earley & Associates
In many cases content management and search strategy are not considered
from an integrated perspective, but they should be. However, strategy is an
ambiguous term. What does a CM strategy mean? Is it the business strategy
and how business needs are supported by content? The strategy for developing
content, messaging and branding? Is it the technical strategy for implementing
the CMS? The strategy for selecting a tool? Strategy for migrating and tagging
content? And so on. How should search be considered when developing
a CM strategy? Organizations are struggling with unifying their content management
tools, enterprise information and search systems so that information
can evolve with changing markets and business processes yet remain in context
to user needs. How can you create a content and search strategy that will
address diverse business and technical requirements without creating redundant
integration points as new repositories and applications are developed?
This session provides practical approaches to developing an actionable content
strategy including checklists and example questionnaires as well as illustrative
findings and approaches.
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Workshop 9 - Developing a Taxonomy within an Enterprise Context
9:00 a.m. – 12:00 p.m.
Tom Reamy, Chief Knowledge Architect - KAPS Group
An enterprise taxonomy is not developed in a vacuum. This workshop looks at
how to develop a taxonomy within an enterprise context that includes content
management and enterprise search. Attendees study how to create the right
enterprise taxonomy with the right blend of formal taxonomy structure, multiple
browsing taxonomy structures, and faceted taxonomies. The agenda covers
how to research the organization’s content, user communities and their information
behaviors, and business process to expand the taxonomy model into a
full platform to support multiple applications and looks at developmental issues
that arise when attempting an enterprise-wide taxonomy. It ends with the design
issues that need to be decided upon to support ongoing maintenance and governance
of such a complex entity. The workshop also covers what not to do:
lessons gleaned from what did not work well in hands-on projects.
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Workshop 10 - Taking Advantage of Web 2.0 Applications
9:00 a.m. – 12:00 p.m.
Cindy Gordon, CEO - Helix Commerce International Inc.
John Jainschigg, VP/Director, CMP World2World - CMP Technology, LLC
Kim Smith, Manager - CMP Technology, LLC
Ron McKenzie, CEO - Ocotpz
This workshop provides participants with an introduction to next-generation
social media and collaboration experiences, leveraging new design experiences.
For the creative professional who would like to see how the next generation of
collaboration and flash solutions can be used, practical experiences of how to
delight your customers are shared from case studies of leading retailers,
telecommunication and creative media design organizations. If you are a trailblazing
leader and your online media experiences now are exploring the value
of virtual worlds and avatars, join the discussion on how Second Life and avatars
can create a unique customer interactive experience. This highly interactive session
focuses on rich collaboration and social media experiences and discusses
the Web 2.0 market landscape and implications for KM professionals, user
design experience criteria and best practices, lessons learned and more. Join
this workshop for a lively learning experience.
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Workshop 11 - The KM Unworkshop
1:30 p.m. – 4:30 p.m.
David Gurteen, Gurteen Knowledge Community
This is a workshop with a difference. Like the concept of the unconference in
which the content of the sessions is driven and created by the participants, this
is an unworkshop where you determine what is discussed. This unworkshop
brings together people who are responsible in some way within their organizations
for making “knowledge productive” in order that they may learn from each
other, improve their performance, and become more effective in their jobs. It is
not just about learning in the traditional sense but about gaining support and
inspiration from each other and building confidence to tackle seemingly insurmountable
challenges. This KM Unworkshop is for people who are like-minded
but from diverse industries, looking to share their knowledge, looking for inspiration
and want to think more imaginatively, wish to learn from each other, would
like to support and motivate each other, and have a burning desire to make a
difference in their organizations. The workshop focuses on participants’ challenges
and needs and is all about “action” — getting things done; business outcomes;
and the practical and pragmatic, not the theoretical.
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Workshop 12 - Knowledge Worker Productivity: Strategies & Techniques
1:30 p.m. – 4:30 p.m.
Steve Barth, Author and Consultant - Reflected Knowledge
Eric Mack, eProductivity Specialist - ICA.COM, Inc.
Personal KM (PKM) explores how expertise and effectiveness scale up to organizational
value with a focus on the capabilities and contributions of each and
every knowledge worker. PKM starts with individual priorities and processes
that lead to self-organization in the workplace with values, skills, and tools to
build stronger teams and networks from the ground up. Successful companies
know they have to evolve. Executives consider knowledge worker productivity
to be a priority for bottom-line results. Knowledge workers need to make
informed decisions, but then they need to translate decisions into successful
actions. This workshop teams PKM pioneer Steve Barth with e-productivity
expert Eric Mack for solutions that will work for you and your organization.
Together, they offer a framework for sustainable personal and team effectiveness
that blends learning and collaboration-oriented tools and practices with
the kinds of action and outcome-focused habits and behaviors found in action
management methodologies, such as David Allen’s Getting Things Done or
Stephen Covey’s 7 Habits.
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Workshop 13 - Developing an Effective Content Framework
1:30 p.m. – 4:30 p.m.
Ann Rockley, President - The Rockley Group Inc.
A content framework is the underlying structure for your content that enables
you to effectively create, manage, and deliver content. It provides the common
structures for content creation that support the customer relationship management
lifecycle and ensures that content is consistently structured, written, and
reused and can be automatically reformatted for multichannel delivery. This
workshop provides the methodologies and best practices for the definition of
customer relationship management life cycles; techniques in mapping content
types to the life cycle; design of modular content types; design of content components
that allow for both consistency of structure and delivery while still allowing
for flexibility and creativity where appropriate; and developing a realistic content
reuse strategy. This methodology focuses on the creation of XML-ready
models and addresses the question of whether to adopt existing industry standards
or create custom content models. Participants will view real examples of
models and work through the development of one.
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Workshop 14 - Global Intranet Maturity Workshop: Lessons and Opportunities
1:30 p.m. – 4:30 p.m.
Jane McConnell, President - NetStrategyJMC
This workshop is structured around an intranet maturity grid developed specifically
for large, complex organizations. Data on the grid comes from 2 years of
results of the Global Intranet Strategies Survey (conducted in 2006 and 2007),
showing where different types of enterprises and intranets are positioned. Participants
walk through the grid step by step, comparing the global data with
their own contexts. Numerous best practices and lessons learned collected in
the 2007 survey are presented and discussed. Participants will get a clearer
understanding of what other organizations are doing, how they are positioned,
and a list of ideas and practices contributed by survey participants and other
members of the workshop. Topics covered include strategy planning, governance,
content management, 2.0 technologies, localization, collaboration, application
integration, search and findability, customization and personalization,
and budgets and resources.
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Workshop 15 - Enterprise Search Engines: Critical Success Factors
1:30 p.m. – 4:30 p.m.
Avi Rappoport, Consultant - Search Tools Consulting
Search engines may seem like a black box. Queries go in, answers come out.
But search engines are just software, and the more you know about what makes
yours work, the more you can tune it to solve your users’ real information needs.
This practical workshop describes the various aspects of search: index structure,
robot spiders and other indexers, query parsing, retrieval, relevance ranking,
and designing usable search interfaces and suggests solutions for common
problems and best practices. It covers the critical factors for successful
implementations of enterprise search engines and offers suggestions for choosing
a search engine or evaluating an existing one.
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Workshop 16 - When ECM & Enterprise Search Collide
1:30 p.m. – 4:30 p.m.
Alan Pelz-Sharpe, Principal & ECM Practice Lead - Wipro
Search remains critical to the efficacy of content management systems, but how
do enterprise content management (ECM) and search technologies fit together?
While bulging document repositories put new demands on enterprise search, the
two disciplines of ECM and search remain quite separate. ECM expert Alan Pelz-
Sharpe looks at search in an ECM context, interpreting what’s going on behind
the scenes. He answers such questions as: What types of search technologies
do the major ECM suites on the marketplace offer? Where are ECM vendors partnering
with search suppliers, and when and why are they rolling out their own?
How are large enterprises integrating search and content management strategies?
Do you need to invest in a separate search solution if you invest in ECM?
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Workshop 17 - Getting Started with Business Taxonomy Design
1:30 p.m. – 4:30 p.m.
Lisa Butcher, Principal Analyst - Project Performance Corporation
Joseph Busch, Principal - Taxonomy Strategies LLC
In today’s knowledge management systems, business users are more active
than ever in the publication and consumption of information. However, many
organizations are struggling to also engage business users in managing the
information they create and consume so that it can easily be found and used
more than once. Information retrieval methods such as metadata and controlled
vocabularies, historically used only by librarians, now need to be made accessible
for typical businesspeople. Many organizations have failed to adjust the
design and strategy of taxonomies, as the audience and uses have changed.
As a result, taxonomies are often overly complex and far from intuitive for end
users. This workshop provides an introduction to taxonomy and metadata benefits,
design concepts, and implementation strategies. It also provides a practical
design methodology that allows you to begin designing a business taxonomy
for your own organization.
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Workshop 18 - Rich Text Processing: Can It Fix Broken Search? [CANCELLED]
1:30 p.m. – 4:30 p.m.
Stephen E. Arnold, Managing Director - ArnoldIT.COM
This tutorial addresses rich text processing (RTP), which refers to content processing
systems that discover, extract, apply, and interpret metadata. RTP has
emerged as one way to minimize the pain of an overstressed search implementation
by adding additional points of entry to content so that users can point
and click (not type queries) to locate information. RTP also can add superindexes
that weave together content scattered across different repositories and
in different file types. This tutorial covers four key topics: 1) definitions of RTP,
including several brief examples of effective RTP implementations; 2) review of
20 vendors of RTP systems with a strengths/weaknesses review of six prominent
vendors; 3) identification of cost realities, including the three areas most
likely to generate the unfortunate cost spikes that plague search-related systems;
4) pitfalls and tips for effective deployment of RTP systems. Anyone
involved in enterprise search, taxonomy development, or semantic initiatives will
find this workshop helpful. Investors, financial professionals, and CTOs will benefit
from the cost and management information presented in the tutorial.
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Workshop 19 - Taxonomy & Search: Using Taxonomies to Improve Search
1:30 p.m. – 4:30 p.m.
Seth Earley, President - Earley & Associates
What are the various ways that taxonomy can be applied to search? Faceted
search is one, but what are others? Since taxonomy is a core organizing principle
of a content management application and related search tools, there are
numerous ways to influence search recall and precision by using thesaurus
structures and taxonomies. Even search appliances can leverage taxonomies,
and integrated search applications can maintain context of federated search
using taxonomies. This practical workshop covers a variety of ways that you can
integrate and fully leverage large public taxonomies as well as apply small controlled
vocabularies in search applications and search systems. It discusses
examples of advanced and innovative integrated search environments that leverage
metadata and taxonomies with various classes of search tools.
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Workshop 20 - Learnership: Developing Knowledge Worker Skills for the Future
1:30 p.m. – 4:30 p.m.
Art Murray, CEO of Applied Knowledge Sciences, Inc., & Chief Fellow - George Washington University Institute for Knowledge and Innovation
Rudy Garrity, Consultant, & Director, Learning and Assessment Programs - George Washington University Institute for Knowledge and Innovation
To remain competitively employed as a valued “enterprise of the future”
resource, workers in all career fields must become better learners, leaders, and
contributors to their organizations and communities. This workshop focuses on
the fundamentals of “learnership” and the competencies of learnership practitioners
that empower thinking, learning, knowing, and leading and pursue significant
improvement in tomorrow’s organizations and communities. By applying
the techniques learned in this workshop, you will be able to improve the
performance of your personal microsystem as well as the performance of your
organizational macrosystem and contribute to the performance of your community
megasystem as well as everyone’s societal metasystem. Join our speakers
and gain insights and techniques for developing knowledge worker skills
in your organization.
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Monday Evening Session
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Knowledge Café
7:30 p.m. – 9:00 p.m.
David Gurteen, Gurteen Knowledge Community
This informal and interactive KMWorld & Intranets learning community brings together attendees to learn from each other in order that they may make a difference in their organizations. Gurteen starts off with a short introduction to the knowledge cafe process — a simple means for a group of people to have an open, creative conversation on a topic of mutual interest to gain a deeper collective understanding of a subject and the issues involved. Join us for a discussion about what the barriers to knowledge sharing and innovation are within organizations, how we can overcome them, KM2.0 and the enterprise of the future. Enjoy networking and knowledge sharing with colleagues and fellow attendees. A great and energetic way to get to know the KMWorld & Intranets 2007 community and share insights! Better still, the cafe format is one that you can take back and use in your own organization to help create a more collaborative and innovative culture.
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