ikms km awards 09 - conference - handouts files/kmsg2009/t… · to institutionalize a systematic...

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page 1 Developing Knowledge Repositories & Collaborative Workspaces – The JTC Experience A dynamic industrial landscape; The choice investment location page 2 Agenda KM Vision & Mission The JTC KM Journey KM Framework Presentation and Demo CRISP – Corporate Reporting Information Services Portal SOBI – System of Business Information Workspaces

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Page 1: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 1

Developing Knowledge Repositories& Collaborative Workspaces

– The JTC Experience

A dynamic industrial landscape; The choice investment location

page 2

Agenda

KM Vision & MissionThe JTC KM JourneyKM FrameworkPresentation and Demo

CRISP – Corporate Reporting Information Services PortalSOBI – System of Business InformationWorkspaces

Page 2: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 3

KM Vision and Mission

KM VisionA knowledge-enabled organization wherein the work culture and supporting infrastructure nurture collaboration and sharing of knowledge

KM MissionTo formulate and drive corporate KM strategies and implement initiatives to transform JTC into a knowledge-enabled organization.

page 4

The JTC KM Journey

Agency for Science, Technology & Research

Sentosa Development Corporation

International Enterprise Singapore

Competition Commission of Singapore

Page 3: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 5

KM Framework

Content

Process

Tacit KnowledgeSubject matter experts,

“know-how”,action-based & experiential skills

Knowledge Creation

Knowledge Capture

Knowledge Re-Use

Collaboration, Data & Document Centric

Content Based

Workflow, Process & Project Centric

Process Based

Technology Culture / People

Explicit Knowledge Information

Documents, Procedures, Templates & Business

Intelligence

Explicit Knowledge Data

Structured data on customers, competitors,

market, clusters

Recognition & RewardKM Competency

Knowledge Organisation

KnowledgeUse

page 6

Corporate Reporting Information Services Portal (CRISP)

A dynamic industrial landscape; The choice investment location

Page 4: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 7

Presentation Outline

Agency for Science, Technology & Research

Sentosa Development Corporation

International Enterprise Singapore

Competition Commission of Singapore CRISP Demo

Benefits

Objectives

Background

What is CRISP?

page 8

What is CRISP?

Agency for Science, Technology & Research

Sentosa Development Corporation

International Enterprise Singapore

Competition Commission of Singapore

CRISP: A centralized system for Performance Analysis & Reporting

Balanced Scorecard

Business Performance Reports

Macroeconomic Indicators and Articles

Real Estate Reports

Business Statistics and Ad Hoc Query

Page 5: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 9

Background

Corporate Performance Reporting ProcessPrior CRISP, aggregation of performance data were manually compiled:

Multi-sourced of info – inconsistencies in terms of definitions, data values & inclusions/exclusion of cases

Basis of computation/exceptions are not proper documented and knowledge lost over time

Data and Info scattered everywhere. e.g. excel spreadsheet, individual officer’s hard disc etc

A need to make more systematic the governance of performance related data and information capturing process

page 10

Objectives of CRISP

Centralized system for performance analysis and reporting

Single reliable source of data – minimised inconsistencies

Quantitative data and qualitative analysis on JTC/ market performance

Enhanced corporate performance reporting process

Data verification/reconciliation by data owners built into the process

System of Controls

Establish systematic treatments of exceptions

Proper documentation should alternations occurs

Page 6: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 11

Benefits

Centralized platform that provide structured and unstructured info on JTC Corporate Performance

allow more holistic and comprehensive analysis

Data available to users is reliable – single source, minimized inconsistencies, verified and reconciled

users can self-help, trend analysis is possible

Knowledge capturing embedded into the process, not an additionalstep

tracking of history, including basis of BSC computation is possible

Process is institutionalized into system, and not human dependent

shorter learning curve, knowledge not lost

Set the starting point of our business intelligence (BI) journey

page 12

Moving Forward….

Datamart

•Integrated view with highlights of each module

•Single point of access to detailed portal

•Provide slice and dice tool

Corp Performance info

Sustained by Corporate Perf. Reporting Process

Portals• Int. n Ext.

Reports

• Charts n Analysis

• Time Series Info

• Data Extraction

Sour

ce S

yste

ms

n ex

t. D

ata

Executive Dashboard

Competitiveness Related Data

Competitiveness Info

Sustained by Corporate Pricing Reporting Process

…..

…..

Performance Related Data

• Approach to B.I Journey: By stages – focus on key areas, started with Corp Performance module

• Each Frontend portal – consists of structured (data) and unstructured info (analytical reports). Sustained by a process (to keep portal ‘alive’ and KM the process instead of human dependent)

• At Backend, datamart will be expanded with each add on module, with focus on data integration across modules => allows slice and dice (data mining).

• With more modules, aim to develop an Executive Dashboard that provides integrated view

Page 7: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 13

CRISP Demo

page 14

System of Business Information (SOBI)

A dynamic industrial landscape; The choice investment location

Page 8: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 15

Presentation Outlines

SOBI Demo

Benefits

Objectives

Background

What is SOBI?

page 16

What is SOBI?

SOBI: A centralized business information repository system

Industry Knowledge

Policies

Processes

After Action Reviews (AAR)

Presentation Repository

Land Planning Guidelines

Glossary

Page 9: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 17

Spearheaded by CS21 Steering Committee in late 90s.

To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single point of access to these documentations.

Widely used and accessible by staff of JTC

SOBI was developed using Lotus Notes platform Version 1 – 1998Version 2 – 2005

Last revamp of SOBI was develop using Microsoft Sharepoint Server 2007 in 2008 (Version 3).

Background

page 18

SOBI – Version 1

Lotus Notes Intranet - 90’s

Page 10: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 19

SOBI – Version 1

Client-based Lotus Notes application

page 20

SOBI – Version 2

Sharepoint Employee Portal / Intranet 2006

Page 11: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 21

SOBI – Version 2

Web-based Domino Lotus Notes

page 22

SOBI – Version 3 (latest)

JTC Employee Portal 2008

Page 12: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 23

SOBI – Version 3 (latest)

Total revamp using MOSS 2007

page 24

Objectives of SOBI

Centralized system for review of policies and processesSingle access to accurate source of data through proper categorization and search

Leverage on Technology to ensure effective rights control for readers, contributors and approvers and their roles in the review processes

Collaboration platform

Structured Review WorkflowPolicies and Process Documentation Initiation Workflow

Collect Feedback Workflow

Approval Workflow

AAR Submission Workflow

Document Expiration Workflow

Reminder Workflow

Owner Driven KMOwners’ responsibility to drive and ensure the currency, validity and relevance of the documentation.

Page 13: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 25

Benefits

Clear Ownership and ResponsibilityImprove awareness of the Policies and Procedure across the organization Encourage collaboration between the Subject Matter Experts (SMEs)Users’ confidence and trust

One Source and AccessibilityQuick and easy access to large pool of knowledge resourceSecure access by roles

Knowledge Enabled ProcessesCapturing of the document evolution make easy for future referenceAAR auto trigger to consolidate feedbackAlleviate the need for manual tracking of expired policies and processes for review

Scalability and Quick SetupExtension beyond Policies and Processes ClustersTemplate to enable quick setup

page 26

Clear Ownership and Roles

SOBI Workflow

SOBI Application

SOBIAdministration

SOBI

Contributor

AO

Approve / Reject Requests

Search

View PendingRequest

RerouteRequest

Reroute Request

IT Admin

View Audit Log

Restricted Document Users

Submit DocumentRestricted Section

User Admin

Manage Security & Roles

Create new sections/templates/categories

Page 14: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

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SOBI Workflow Chart

SOBI System – Workflow requirements for Policy cluster

Feedbackprovided

Rejected

ApprovedApproved/Reject

Create/Edit a Document

Record the user feedback into the

History list

Submit the document for approval

Send e-mail to Contributor/CC List/

Approver/User Administrator

Start

Choose users to provide feedback

Send e-mail to users/CC List/User Administrator

Collect Feedback for the document

Submit for Approval

A

B

A

Wait until users provide feedback

B

B D

D

No

Yes Create a AAR ContentInitiate Review ProcessReview Period

Reached

Send e-mail to Contributor

No

Yes Initiate Review Process

Initiate Document Expiration on Approved

Document

Send e-mail to Contributor/CC List/

Approver/User Administrator

Expiration Period

ReachedStart End

End

No

YesInitiate Reminder

Workflow on Approved Document

EndStartRemainder

Period Reached

Send e-mail to Contributor/CC List/

Approver/User Administrator

page 28

SOBI Demo

Page 15: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 29

Workspaces

A dynamic industrial landscape; The choice investment location

page 30

Presentation Outlines

Workspace Demo

Benefits & Issues

Objectives

Background

What is a Workspace?

Page 16: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 31

What is a Workspace?

Workspace: A platform that allows collaboration as well as

systematic capturing, use and re-use of knowledge

page 32

Started in 2002 and used as a platform for introduction of CoPs/Workspaces in JTC

To date, we have some 600 workspaces (including sub-sites) and widely used in JTC for projects, meetings, task force and SOPs

Requester apply for a workspace via a registration system. Except for initial configuration of the workspace, minimal IT support required.

Background

Page 17: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 33

Objectives of Workspaces

KM (Process)Embed documentation of content/knowledge into workspaces as part of a business/operational process => captured naturally andnot additional step

KM (Technology)Provide a platform for documentation of knowledge. With proper categorisation and search feature, facilitate easy re-use of knowledge

KM (People/Culture)Create awareness of workspace for collaboration. Quality of knowledge being re-used can be used as measures to recognisestaff’s contribution to share and impart knowledge to fellow colleagues

page 34

Benefits

Staff are familiar with this collaboration tool as it is easy-to-use and has useful features such as access control, creation of sub-sites, etc

Relevant information/knowledge are organised and captured

Knowledge are being used and reused especially benefiting new entrants or existing staff who are new to an area of work; ie shorter learning curve

List of Workspaces are centralised at Knowledge@Workwebsite and staff can quickly look for information in a particular area of work

Page 18: iKMS KM Awards 09 - Conference - handouts Files/KMSG2009/T… · To institutionalize a systematic approach to document JTC’s policies and processes, as well as, to serve as a single

page 35

Issues

No proper management of created workspaces (no categorisation, no life cycle management)

A number of inactive sites and information were outdated

No systematic tracking on change of owners and members of workspace

Lack of measure to assess the usefulness of information/ knowledge

Note: We have embarked on a project to address the above issues.

page 36

Workspace Demo