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Successful Knowledge Management | @CloudExpo #AI #ML #DX #CloudNative

A sound knowledge base eliminates the need to rediscover or reformulate knowledge

Simple Secrets of Successful Knowledge Management
By LeAnn Smiles, Product Analyst, ManageEngine

Knowledge that doesn't serve is knowledge wasted. And for knowledge gained from experience and research to be useful, IT enterprises need to organize, manage and offer it in the best way possible. Fortunately, the best way isn't a Herculean task when you employ simple tricks to build a profound knowledge base (KB). A sound knowledge base eliminates the need to rediscover or reformulate knowledge and improves the support process. With that in mind, consider these best practices to help build a successful knowledge base.

1. Collect information to build your KB.
The most important part of knowledge management is building knowledge itself. The first step is to identify prospective areas from which knowledge can be derived and extract information. Resolutions on common issues can be used as templates if they are added to the KB as knowledge items. Converting tacit knowledge to explicit knowledge is essential for a successful knowledge management system, but the conversion requires collaborative efforts with careful investigation and input from experienced technicians. Also, to achieve a comprehensive KB, encourage your IT technicians to move resolutions directly to the KB. A good IT help desk application will allow the creation of knowledge articles right from ticket resolution. This significantly reduces the percentage of repeat incidents and keeps the KB up to date.

2. Categorize to identify, retrieve and use knowledge.
Organizing and categorizing existing data can be challenging, especially when handling large KBs with wide scopes. However, it is important to group knowledge items and place them under relevant topics so that information is not lost in a pool of data. There are different ways in which you can organize knowledge, depending on what suits your organization best. Grouping can be based on document type, such as guidelines or bug fixes, or on the subject matter, such as hardware issues or software updates. Creating logical hierarchies is a method that will ease user navigation. The hierarchy should begin with broad topics and move on to categories and subcategories.

3. Implement a knowledge approval process.
Creating a well-structured piece of information that is relevant to the user is crucial. The quality of the content should be peer reviewed by subject matter experts for accuracy and relevance. Ultimately, information cannot be published as knowledge without a proper knowledge approval process. The content that is generated must go through peer review and be improved. Along those lines, you can configure an automated approval workflow that prevents a solution from being published without peer approval. Create a unique knowledge manager role with permissions to approve solutions. Configuring an automatic trigger for notifications to approvers on submission of a solution will make the approval process easier. Approval processes eliminate ambiguity, making knowledge items more accurate and minimizing any reopening of closed tickets. For instance, there may be multiple solutions to troubleshoot a printer issue (network issue, hardware issue, etc.). However, the approval committee should be able to decide on the appropriate solution.

4. Choose your audience for each solution.
Not every piece of information in the KB is relevant to all users. By choosing the right audience for a knowledge item, you can eliminate clutter in the end users' self-service portal. For technicians, create specific roles and groups based on their field of expertise and share only relevant topics. For example, finance documents are always confidential and therefore should be accessible only to related users. Along the same lines, documents on registry settings or swapping hardware parts are only relevant to IT experts in the field and can be restricted from end users. However, make sure your technicians have full access to the KB, especially when the services are integrated in the help desk application.

5. Prompt end users effectively with relevant knowledge items.
No matter how elaborate a KB is, it cannot be effective if it is out of reach. Making the KB easily accessible to end users in the self-service portal will help them arrive at solutions without assistance from a technician, lowering the number of incidents. This can be done in the following ways.

  • When the end user logs in to the application, the recently viewed or used solutions are listed.
  • When an end user tries to log a ticket, relevant knowledge articles are suggested based on keywords.
  • In the self-service portal, end users have easy access to the KB articles that have been made visible to them.
  • Relevant KB articles are automatically emailed to the end user in response notifications (as auto suggestions) when the ticket is logged.

Likewise, the sooner an IT technician can get to a resolution in the KB, the easier it is to reduce the mean time to resolve incidents and improve first call resolution rates. This can be achieved by adding keywords and tags to solutions to make items easily searchable.

6. Widen the KB's horizon.
A well-built KB should not be limited to storing resolutions for incidents. Use the KB as a repository of important checklists that keep a particular service up and running. Commonly used information, such as checklists on regular server housekeeping tasks or changes that require restarting the server, will keep technicians from missing crucial steps in change implementation. The KB should also be used to save important workflows in IT services, training material for technicians, user guides and even FAQs. This, in turn, helps reduce incident response time and will help technicians keep up with pre-defined SLAs.

7. Establish a knowledge management team.
When it comes to creating a knowledge management (KM) system as a key resource in your organization, a knowledge management team certainly has its advantages. One of the most significant advantages is the added ownership and accountability in the KM process. You can create a user group of technicians who are well trained in the proposed KM model for your organization. This team should be assigned to supervise the approval process. They should also be able to streamline KM workflows, identify possible areas of extension and be responsible for collecting information from resources. The whole KM process is cyclical, and the KM team should oversee it. This will help avoid chaotic roles and prevent any missed information.

8. Evaluate your KB's performance.
Constantly monitoring the efficiency of your KM system with relevant metrics will help you evaluate its performance. The following are the metrics and methodologies generally used in KM to identify its strengths and weaknesses.

  • Customer surveys on the quality and accessibility of the KB content
  • Identifying zero click-throughs where KM content exists
  • Evaluation of knowledge gaps (where KM content does not exist)

Reports from your help desk application on ticket response and resolution times, as well as reopen rates, show you the statistics required to improve your knowledge management system.

After you've built your knowledge base and have a good knowledge management system running, sit back and reap the benefits. Whether it's just a few tweaks to an existing knowledge base or a brand new one, it shouldn't be long before customers and employees say, "It's on fleek!"

As first published on Cloud Strategy Magazine.

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LeAnn Smiles is a product analyst for ServiceDesk Plus at ManageEngine, a division of Zoho Corporation. She writes strategic IT service management related content, which includes blogs and white papers. For more information on ManageEngine, the real-time IT management company, please visit www.manageengine.com; follow the company blog at http://blogs.manageengine.com, on Facebook at http://www.facebook.com/ManageEngine and on Twitter @ManageEngine.

With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend 21st Cloud Expo, October 31 - November 2, 2017, at the Santa Clara Convention Center, CA, and June 12-14, 2018, at the Javits Center in New York City, NY, and learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.

Track 1. Enterprise Cloud | Cloud-Native
Track 2.
Big Data | Analytics
Track 3. Internet of Things | IIoT | Smart Cities

Track 4. DevOps | Digital Transformation (DX)

Track 5. APIs | Cloud Security | Mobility

Track 6.
AI | ML | DL | Cognitive
Track 7.
Containers | Microservices | Serverless
Track 8. FinTech | InsurTech | Token Economy

Cloud Expo | @ThingsExpo 2017 Silicon Valley
(October 31 - November 2, 2017, Santa Clara Convention Center, CA)

Cloud Expo | @ThingsExpo 2018 New York 
(June 12-14, 2018, Javits Center, Manhattan)

Download Show Prospectus ▸ Here

Every Global 2000 enterprise in the world is now integrating cloud computing in some form into its IT development and operations. Midsize and small businesses are also migrating to the cloud in increasing numbers.  

Companies are each developing their unique mix of cloud technologies and services, forming multi-cloud and hybrid cloud architectures and deployments across all major industries. Cloud-driven thinking has become the norm in financial services, manufacturing, telco, healthcare, transportation, energy, media, entertainment, retail and other consumer industries, and the public sector.

Cloud Expo is the single show where technology buyers and vendors can meet to experience and discus cloud computing and all that it entails. Sponsors of Cloud Expo will benefit from unmatched branding, profile building and lead generation opportunities through:

  • Featured on-site presentation and ongoing on-demand webcast exposure to a captive audience of industry decision-makers.
  • Showcase exhibition during our new extended dedicated expo hours
  • Breakout Session Priority scheduling for Sponsors that have been guaranteed a 35-minute technical session
  • Online advertising in SYS-CON's i-Technology Publications
  • Capitalize on our Comprehensive Marketing efforts leading up to the show with print mailings, e-newsletters and extensive online media coverage.
  • Unprecedented PR Coverage: Editorial Coverage on Cloud Computing Journal.
  • Tweetup to over 75,000 plus followers
  • Press releases sent on major wire services to over 500 industry analysts.

For more information on sponsorship, exhibit, and keynote opportunities, contact Carmen Gonzalez by email at events (at) sys-con.com, or by phone 201 802-3021.

The World's Largest "Cloud Digital Transformation" Event

@CloudExpo | @ThingsExpo 2017 Silicon Valley
(Oct. 31 - Nov. 2, 2017, Santa Clara Convention Center, CA)

@CloudExpo | @ThingsExpo 2018 New York 
(June 12-14, 2018, Javits Center, Manhattan)

Full Conference Registration Gold Pass and Exhibit Hall ▸ Here

Register For @CloudExpo ▸ Here via EventBrite

Register For @ThingsExpo ▸ Here via EventBrite

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Sponsorship Opportunities

Sponsors of Cloud Expo | @ThingsExpo will benefit from unmatched branding, profile building and lead generation opportunities through:

  • Featured on-site presentation and ongoing on-demand webcast exposure to a captive audience of industry decision-makers
  • Showcase exhibition during our new extended dedicated expo hours
  • Breakout Session Priority scheduling for Sponsors that have been guaranteed a 35 minute technical session
  • Online targeted advertising in SYS-CON's i-Technology Publications
  • Capitalize on our Comprehensive Marketing efforts leading up to the show with print mailings, e-newsletters and extensive online media coverage
  • Unprecedented Marketing Coverage: Editorial Coverage on ITweetup to over 100,000 plus followers, press releases sent on major wire services to over 500 industry analysts

For more information on sponsorship, exhibit, and keynote opportunities, contact Carmen Gonzalez (@GonzalezCarmen) today by email at events (at) sys-con.com, or by phone 201 802-3021.

Secrets of Sponsors and Exhibitors ▸ Here
Secrets of Cloud Expo Speakers ▸ Here

All major researchers estimate there will be tens of billions devices - computers, smartphones, tablets, and sensors - connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades.

With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend @CloudExpo@ThingsExpo, October 31 - November 2, 2017, at the Santa Clara Convention Center, CA, and June 12-4, 2018, at the Javits Center in New York City, NY, and learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.

Delegates to Cloud Expo | @ThingsExpo will be able to attend 8 simultaneous, information-packed education tracks.

There are over 120 breakout sessions in all, with Keynotes, General Sessions, and Power Panels adding to three days of incredibly rich presentations and content.

Join Cloud Expo | @ThingsExpo conference chair Roger Strukhoff (@IoT2040), October 31 - November 2, 2017, Santa Clara Convention Center, CA, and June 12-14, 2018, at the Javits Center in New York City, NY, for three days of intense Enterprise Cloud and 'Digital Transformation' discussion and focus, including Big Data's indispensable role in IoT, Smart Grids and (IIoT) Industrial Internet of Things, Wearables and Consumer IoT, as well as (new) Digital Transformation in Vertical Markets.

Financial Technology - or FinTech - Is Now Part of the @CloudExpo Program!

Accordingly, attendees at the upcoming 21st Cloud Expo | @ThingsExpo October 31 - November 2, 2017, Santa Clara Convention Center, CA, and June 12-14, 2018, at the Javits Center in New York City, NY, will find fresh new content in a new track called FinTech, which will incorporate machine learning, artificial intelligence, deep learning, and blockchain into one track.

Financial enterprises in New York City, London, Singapore, and other world financial capitals are embracing a new generation of smart, automated FinTech that eliminates many cumbersome, slow, and expensive intermediate processes from their businesses.

FinTech brings efficiency as well as the ability to deliver new services and a much improved customer experience throughout the global financial services industry. FinTech is a natural fit with cloud computing, as new services are quickly developed, deployed, and scaled on public, private, and hybrid clouds.

More than US$20 billion in venture capital is being invested in FinTech this year. @CloudExpo is pleased to bring you the latest FinTech developments as an integral part of our program, starting at the 21st International Cloud Expo October 31 - November 2, 2017 in Silicon Valley, and June 12-14, 2018, in New York City.

@CloudExpo is accepting submissions for this new track, so please visit www.CloudComputingExpo.com for the latest information.

Speaking Opportunities

The upcoming 21st International @CloudExpo@ThingsExpo, October 31 - November 2, 2017, Santa Clara Convention Center, CA, and June 12-14, 2018, at the Javits Center in New York City, NY announces that its Call For Papers for speaking opportunities is open.

Submit your speaking proposal today! ▸ Here

About SYS-CON Media & Events
SYS-CON Media (www.sys-con.com) has since 1994 been connecting technology companies and customers through a comprehensive content stream - featuring over forty focused subject areas, from Cloud Computing to Web Security - interwoven with market-leading full-scale conferences produced by SYS-CON Events. The company's internationally recognized brands include among others Cloud Expo® (@CloudExpo), Big Data Expo® (@BigDataExpo), DevOps Summit (@DevOpsSummit), @ThingsExpo® (@ThingsExpo), Containers Expo (@ContainersExpo) and Microservices Expo (@MicroservicesE).

Cloud Expo®, Big Data Expo® and @ThingsExpo® are registered trademarks of Cloud Expo, Inc., a SYS-CON Events company.

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ManageEngine believes IT management can be simple and affordable. Our authors share insights and how-to tips for SMBs and large enterprises. Over 120,000 companies around the world – including three of every five Fortune 500 companies – trust our products to manage their networks, data centers, business applications, and IT services, and security. We take a straightforward, customer-centric approach to IT management software. Our customers' needs drive our product philosophy. And we've built a strong, in-house R&D team to support our product team and turn customer requests into product realities. We look forward to hearing from you.

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