mike mcgarry - experts telling relevant advice - april 2014

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EXTRA (Experts Telling Relevant Advice) Mike McGarry President, Socratic Arts April 22, 2014

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Mike McGarry, president of Socratic Arts demonstrated how a sophisticated indexing system supports decision making by bringing relevant stories to users as needed. Taking on the challenge of delivering tacit knowledge just in time, he will demonstrated ExTRA (Experts Telling Relevant Advice) as it's being used in healthcare to support patients facing a variety of health decisions.

TRANSCRIPT

Page 1: Mike MCGarry - Experts Telling Relevant Advice - April 2014

EXTRA (Experts Telling Relevant Advice)

Mike McGarry

President, Socratic Arts

April 22, 2014

Page 2: Mike MCGarry - Experts Telling Relevant Advice - April 2014

AGENDA

1 KM Open Discussion

2 The Value of Stories

3 The Role of Stories in Remindings

4 ExTRA Concept

5 An Example

Page 3: Mike MCGarry - Experts Telling Relevant Advice - April 2014

KM OPEN DISCUSSION

Strengths Shortcomings

Page 4: Mike MCGarry - Experts Telling Relevant Advice - April 2014

People exchange STORIES

• Stories are the essence of how people conceive of the world

• Stories are memorable – rules and abstract information are NOT

• The stories of others add to our repository of cases and experiences

So real learning is story-based

Page 5: Mike MCGarry - Experts Telling Relevant Advice - April 2014

THE VALUE OF STORIES

• Human decision-making is based on prior experience and

experiences are stored as “stories”

• The best advice is typically offered in the form of a story

• Experts have lots of experiences or “stories”

• Organizations have thousands of good stories

• How do we best share them???

Page 6: Mike MCGarry - Experts Telling Relevant Advice - April 2014

WHY STORIES? HOW ARE THEY USEFUL IN REMINDINGS?

The idea is simple and is based on everyday human interaction; people talk about their

problems and those with whom they are speaking offer solutions from their own

experiences, usually in the form of a story.

Experts behave similarly when they offer advice, willingly telling stories they feel are

germane to the concerns of the listener.

Stories are the way we have always learned about the world.

My favorite vacations have

always been those when I

stayed home…

Where should I go on vacation? The worst trip I ever took

was an all inclusive package where I didn’t have any

choices once I got there…

My most relaxing trip ever was a

cruise…

Did I ever tell you about the time I went to Maine

during mud season?

I once threw a dart at a map to

decide…

Page 7: Mike MCGarry - Experts Telling Relevant Advice - April 2014

REMINDINGS

• Tell Me a Joke

• Steak and a Haircut

Page 8: Mike MCGarry - Experts Telling Relevant Advice - April 2014

WHAT IS EXTRA?

EXTRA (Experts Telling Relevant Advice) is a knowledge management system that stores and

retrieves digitally recorded stories.

EXTRA has one intention -- to get a story to a user that will help him or her make a decision

just at the time that they are about to make a decision. These decisions could involve how to

fix a mistake, how to deal with a new situation, how to plan for the future, etc.

EXTRA is a Knowledge Management System

Page 9: Mike MCGarry - Experts Telling Relevant Advice - April 2014

LIKE TYPICAL HUMAN INTERACTION, ONLY BETTER.

In the old days, the advice you could get was limited to who you knew. Today the

world is different and new technology allows us to do something much better.

Video technology allows us to capture the best stories from all an organization’s

experts.

EXTRA organizes the stories and links them together based on common themes,

goals, problems, and outcomes and gives users a way to retrieve relevant stories that

match the situations they are facing.

EXTRA feels like a conversation with an expert.

We can collect the relevant advice that any expert or corporation might want to provide to anyone at any time and

deliver that advice to a person at just the right moment.

Page 10: Mike MCGarry - Experts Telling Relevant Advice - April 2014

HOW DOES EXTRA WORK?

To help users make decisions, EXTRA presents the most relevant stories it has to the user. These

stories might be directly related to the user’s problem, e.g., if the user is trying to make a decision

about drug development, the user might see stories from experts about situations where they were

facing similar problems or decisions with regard to drug development, and how these situations

played out.

But, after the first drug development story is found and after EXTRA is reminded of, and offers,

more stories from the same domain, it can do something else.

EXTRA, when it is has been fitted with stories from many domains of knowledge can find analogous

stories from one domain to another and can offer stories from different domains that might add a

new perspective for decision making. So for example, if a user is making a decision about whether

or not to move forward with the development of a drug, they might see an analogous story from a

restaurateur deciding whether to open another restaurant. These analogous stories can offer

completely new ways of seeing and solving problems and making decisions.

EXTRA relies on storytelling as the vehicle to impart knowledge.

Page 11: Mike MCGarry - Experts Telling Relevant Advice - April 2014

AN EXAMPLE

Medical ExTRA Demo

Page 12: Mike MCGarry - Experts Telling Relevant Advice - April 2014

©2013 Socratic Arts. All Rights Reserved.