Transferring Knowledge and Strategies for Managing Change with Kathy Hagen

Thursday, February 16, 2012, 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

SPEAKER: Kathy L Hagen, Principal, K.L. Hagen

TOPIC: With over fourteen years of experience in companies across the world, Kathy Hagen has plenty of stories to share about how companies manage the delicate balance of managing employee expertise and continuing to leverage the value of those who have retired or are about to retire. Her model for managing and leveraging transfer of knowledge will be the top topic for the interview on February 16th. You will have plenty of time to engage this KM “thought-leader,” who is visiting from Minnesota, at the meeting about all of her professional experiences, successes and challenges.

BIOGRAPHY: Kathy L. Hagen is the Principal of K. L. Hagen, which specializes in Intellectual Capital Strategies.  Kathy Hagen focuses on the areas of knowledge transfer, intellectual capital and intellectual asset management, process improvement and cultural change. Her knowledge management strategies and knowledge transfer methods have been successfully implemented and used extensively by global companies facing the challenges of an aging workforce with the need to capture and transfer knowledge to a new generation of workers. Kathy’s current work concentrates on methods of managing strategic, deeply held, or tacit knowledge; leveraging intellectual assets; and developing collaborative processes across functional, geographic, or cultural boundaries during times of organizational transition.

Kathy has held positions that combined knowledge management, process improvement, change management, and information technology in the life sciences, manufacturing, and retail industries. Kathy worked with Deloitte as a Senior Manager heading the Intellectual Capital Practice and served as the Assistant Director of Exploratory Development Informatics and Knowledge Management at Pfizer Pharmaceuticals in Groton, Connecticut, and earlier she was the principal leading the Global Knowledge Management Practice for Health Care at Computer Science Corporation. Kathy is also a member of the Twin Cities Knowledge Management Forum. She teaches Knowledge Transfer at the Minnesota State College and University System and is a guest lecturer at St. Thomas University Graduate School of Business.

PLEASE Register even if you are not certain you can attend so we have an accurate estimate of attendees for handouts. If you then make a decision not to attend, please use the registration link and note in the comments field that you will not attend.

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Role of Informatics in R&D, Strategy Formulation and Business Development

Thursday, January 19, 2012 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

SPEAKER: Dr. Otto Ritter, IS Informatics Science Director, R&D Information, AstraZeneca Pharmaceuticals

TOPIC: Dr. Ritter applies his scientific expertise, work as a researcher in the biotech and pharmaceuticals sector, and mathematical training, to address complex problems across R&D at AstraZeneca. A relatively new field with a close relationship to leveraging knowledge, informatics is a growing area of interest in organizations with strong research and development operations. We will interview Otto to learn about his professional path, the roots of informatics at AstraZeneca and how it might be applied in other industries and fields of endeavor. Whether you are interested in stimulating science innovation or trying to find better ways of analyzing and applying your internal knowledge assets, your questions for Dr. Ritter will be welcomed in the audience Q&A portion of the meeting. TRANSCRIPT of INTERVIEW

BIOGRAPHY:  Dr. Otto Ritter has been IS Informatics Science Director, Global Discovery Information, at AstraZeneca Pharmaceuticals. He is responsible for the development and application of tailored decision analytics in R&D, strategy, and business development.  In his work, he evaluates and internalizes innovation in complex systems research and computational sciences. His long-term vision is to leverage information in R&D science, technology, and business by systematically and economically decreasing uncertainty about specific key drug-hunting questions. In his prior work at AstraZeneca, Otto used advanced analysis techniques to frame, solve, and interpret complex decision problems; developed a novel method to quantitatively evaluate intangible R&D assets under imperfect information; and oversaw a number of technical projects in text mining, gene expression analysis, and molecular pathway analysis.

Prior to joining AstraZeneca in 1999, Otto was a scientist and principal investigator at the Brookhaven National Laboratory (NY) and at the German Cancer Research Center (Heidelberg, Germany), where he has been a tenured faculty member since 1995.

Otto’s professional interests include R&D process modeling and decision analysis; the application of mathematics and computation in life sciences and business process modeling; and knowledge representation and reasoning. He has designed and developed large-scale, distributed data and knowledge management systems; dynamic system models and simulations; and CASE tools for automatic generation of parsers, translators, and remote user interfaces.

Otto holds a M.S. in Mathematics with highest honors and a Ph.D. from Charles University in Prague, Czech Republic.

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Perspectives on KM in Management Education, and Information Sharing Systems in China

Thursday, December 15, 2011, 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

SPEAKER: Wei Zhang, Associate Professor, College of Management, Univ. of Mass, Boston

TOPIC: We have invited Dr. Wei Zhang back to the Boston KM Forum to be interviewed on his current research and the challenges of teaching KM to management students in higher education. In the summer of 2010, Dr. Zhang shared his experiences while on sabbatical in China where he found wide and interesting disparity in knowledge sharing behaviors when comparing two corporations’ operations. The presentation Knowledge Management in China: A Tale of Two Companies, stimulated great discussion and intense interest and we want to hear more about his research and thoughts on knowledge sharing behaviors. We will interview him to learn more about those experiences and new insights on the topic.

BIOGRAPHY: Wei Zhang earned his doctorate in management information systems from Boston University. His research interests include knowledge management, cultural issues in Information Systems, and Information Systems Education. Dr. Zhang has published in journals such as Journal of Association for Information Systems, Social Work, Communications of the Association for Information Systems, Behavior and Information Technology, and Journal of Information Systems Education. Dr. Zhang earned his ME at Renmin University of China and BE in computer science at University of Science and Technology of China.
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An Interview with Mary Lee Kennedy: How Knowledge Strategies can Impact Global Educational and Business Landscapes

Thursday, November 17, 2011, 5:00 - 7:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

SPEAKER: Mary Lee Kennedy, Senior Associate Provost for the Harvard Library at Harvard University

TOPIC: The topics we will explore with Mary Lee will include:

  • How her professional track and experiences formed her professional philosophy
  • The competencies, expertise and business aptitudes required for  information professionals to excel in a knowledge-centric enterprise
  • What is needed to create  alignment between higher education and enterprise knowledge/information work
  • Goals for her new position at Harvard to influence education to better educate the  21st century workforce

BIOGRAPHY: Mary Lee Kennedy has arrived at her  Senior Associate Provost for the Harvard Library after almost seven years as Executive Director, Knowledge and Library Services at Harvard Business School. She has global experience in multi-national corporations and international organizations including Microsoft Corporation where she was Director, Knowledge Network Group, and Digital Equipment Corporation where she led the Information Research Services and Corporate Library Group after working as an Information Scientist at Sherritt Inc. in Edmonton, Alberta. She began her professional career at  Universidad Autonoma de Yucatan as Deputy Director, Library and Information Services.

More about Mary Lee Kennedy

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Topics of Interest to Boston KM Forum Community

We had numerous suggestions of topics to cover at future breakfast meetings after a survey of our active mailing list. A sample of the suggestions is digested. As you will see, some topics are very broad but more are extremely specific and there is not a lot of overlap. Click here to see the digest.

There were even more responses that were enthusiastic about past topics and meetings. However, the most consistent comment and lament was the timing of meetings and the desire to attend at a different time. These breakfast meetings have been staged to be very informal, at a regular time and location that requires no special logistics or parking arrangements. The leaders settled on the 1st Friday of every month to avoid the end of business quarters and take advantage of the arrangements many have to work remotely on Friday’s.

Only a hand-full of people were willing to lead a discussion and none in the short term; others were enthusiastic about attending in the past and future but not as leaders.

Given the focus on practices, methods and processes that stimulate, encourage, and foster knowledge exchange (the mission of our community of practice), who is going to pick the topics and lead the discussions?

This is about providing a forum for like-minded professionals to have informal discussions, or as practiced elsewhere in the world, meet-ups. Should breakfast meetings continue, or not?

Here is the dilemma we face: can we change the time, format (new leaders), and pick topics to attract a regular critical mass? Six to 12 people is a good number for discussion to flourish.

We established this blog to enable an exchange of ideas. Please read the suggestions and add your own through the comments to this posting. Based on responses, we’ll revisit the resumption in early 2012.

Meanwhile, 3rd Thursday of the month afternoon meetings with featured guests will continue at the Microsoft facility in Waltham.

No Meeting Dec. 2 - see topic notes below

Friday, Dec. 2, 2011 (cancelled - see below) at 7:30 - 9:30 a.m. Rebecca’s Cafe at Reservoir Place, Trapelo Road, Waltham.

TOPIC: We are currently evaluating comments from members and trying to assess the options for topics, topic leaders, and a possible time change. This is as a result of responses from our questionnaire sent on Tuesday, October 25.

If you did not see the message please respond to info@kmforum.org with comments for these questions:

1.    What is a compelling knowledge management related topic that would inspire you to come to a breakfast roundtable discussion?

2.    Would you like to choose a “1st Friday” of some month in the future to lead the discussion? Tell us when.

We have decided to table discussions for the present and come back later to you with a new agenda, new leaders, and perhaps a new schedule. In the meantime, please share your inspirations and thoughts on whether breakfast meetings should continue.

Who “Owns” Knowledge Assets, Content and Search in the Enterprise?

Thursday, October 20, 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

Moderator: Lynda Moulton, Senior Analyst and Consultant at Outsell’s Gilbane Services

TOPIC: KM World and the Enterprise Search Summit are coming up Nov. 1 - 3 in Washington, D. C. and one of the topics on the program is an interactive session to be lead by Moulton, Who Owns (Or Should Own) Search in Your Enterprise? It was launched with a LinkedIn topic on that theme on the Enterprise Search Engine Professionals group. The discussion has been constant for several months and surfaces a lot of issues we need to talk about. Join the group (requires registration) if you want to follow it, and join us for the expansion of the topic on October 20th to include all content related technology projects. We need to know where to position this stuff in our own organizations. The options are endless but not always clear. This will be a highly interactive session - bring your comments and questions.

BIOGRAPHY: Lynda Moulton is Senior Analyst for Enterprise Search Outsell’s Gilbane services. She is also principal at LWM Technology Services. Her professional accomplishments include implementing search related technologies, and designing systems for managing enterprise content, beginning with the release of BiblioTech software in 1980.  Lynda also blogs and writes on knowledge management. Her commentary on search can be seen at: http://gilbane.com/search_blog/. Other projects and writings on knowledge and information management are at http://www.lwmtechnology.com. In 2008 she played a lead role in producing the Gilbane report: Enterprise Search Markets and Applications; Capitalizing on Emerging Demand. She was the principal writer for the July 2010 study, Semantic Software Technologies; Landscape of High Value Applications for the Enterprise. In addition to analyst work, Lynda consults to enterprises on search and content strategies, taxonomy development and management, and product evaluations and implementations.

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Staying Secure While Sharing & Acquiring Knowledge While Reflecting on Job’s Persona

Friday, October 7, 2011 at 7:30 - 9:30 a.m. Rebecca’s Cafe at Reservoir Place, Trapelo Road, Waltham.

TOPIC: Whether you are supplying comments on blog postings, signing up for content downloads, or sharing your thoughts or whereabouts via social media, you have exposed some personal information. What are the consequences and benefits? What are the tradeoffs for operating in an open media environment versus maintaining an anonymous or arms’ length relationship with your contacts and correspondents. What are the operational and technological options for sharing while ensuring a high level of personal security? This is a big topic that we we revisit in a future longer program but this discussion will get the ideas flowing.

In sync with the sad news of Steve Jobs death, let’s begin with a discussion of what is helpful to share publicly and what knowledge requires the utmost security in the enterprise and our personal/professional lives.

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Where is the “Knowledge” for the Knowledge Worker?

Thursday, September 15, 2011, 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

Speaker: Carl Ascenzo, CEO & Consultant, Ascention Consulting

BIOGRAPHY: Carl Ascenzo has been successfully leading IT organizations for over 20 years.  He brings a unique, comprehensive perspective based on his diverse experience, including commercial and internal software development, data center operations, being a chief information officer, leading a professional services P&L practice, and as a board member and investor.  Previously, he was Senior Vice President and Chief Information Officer at Blue Cross Blue Shield of Massachusetts.  Prior to to that he was a Partner/Principal with PricewaterhouseCoopers and a Vice President with Aetna, Inc.

TOPIC: When defining knowledge essentials for the knowledge worker, Carl Ascenzo will focus on the challenges to optimizing structural capital, including knowledge and business practices. These he views as critical for improved business operations performance. The need for new knowledge is unrelenting and constant. Key elements of the presentation will be a discussion of the pressures of new technologies and also offer several areas of Business Practice Guidance. Wrapping up the program will be case studies in banking and health insurance. PRESENTATION

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Transitioning to a KM Service Operation

Friday,  September 2, 2011, at 7:30 - 9:30 a.m. Rebecca’s Cafe at Reservoir Place, Trapelo Road, Waltham.

TOPIC:  It is not unusual for departments or business units with responsibility for managing content, business document collaboration, intranets, or technical libraries to be asked to function as an umbrella for organizing, managing and making accessible knowledge assets. You may be in one of these units that has decided to take on greater enterprise responsibility for a wide range of knowledge content management processes and collaborative operations. We will discuss what it means to become a Knowledge-based Service Operation, with a name that includes “knowledge” or in function only. How did you or will you position your role in the process? [For those who wanted to and could not attend, we will re-visit this topic again at a later time.]

For those interested in the topic you might want to check out the discussions on KM Edge, hosted by APQC, on LinkedIn. Here is a recent post and if you join you can view the comments: On LinkedIn:      KM Edge [http://www.linkedin.com/groups?home=&gid=102072&trk=anet_ug_hm]

What is the origin of “knowledge management” expression?
I have done some quick research in Scopus database and I found “knowledge management” in a couple IT articles about document management in late 80′. But when and where was the expression “knowledge management” was used for the first very time as we know today?

Two Books of interest:

Srikantaiah, T. Kanti, ed. Knowledge Management in Practice: Connections and Context, edited by T. Kanti Srikantaiah and Michael E. D. Koenig. Information Today, 03/2008, 519p. 9781573873123

Knowledge Management in Practice: Connections and Context is the third entry in an ambitious, highly regarded KM book series edited by T. Kanti Srikantaiah and Michael E. D. Koenig. Where Knowledge Management for the Information Professional (2000) offered information professionals an introduction to KM and Knowledge Management Lessons Learned (2004) assessed KM applications and innovations, this book looks at how KM can be and is being implemented in organizations today.

The insights of more than 20 experts are featured in 26 chapters, organized in these nine parts:
The Three-Dimensional Expansion of KM
Identifying the Knowledge
KM Strategy
KM Techniques and Technology
Knowledge Sharing
KM Measurement and Assessment
KM and Project Management
Knowledge Preservation
KM in Government

Knowledge Management in Practice is unique in surveying the efforts of KM professionals to extend knowledge beyond their organizations and in providing a framework for understanding user context. The result is a must-read for any professional seeking to connect organizational KM systems with increasingly diverse and geographically dispersed user communities.  This includes chapters by Patti Anklam, Laurence Chait and Lynda Moulton (Knowledge Audits) http://books.infotoday.com/asist/KnowledgeManagementInPractice.shtml

Tiwana, Amrit. Knowledge management toolkit: orchestrating IT, strategy, and knowledge platforms. 2nd ed. Upper Saddle River, NJ: Pearson Education, Inc., 2002, 383p.

Focus on infrastructure planning; CD-ROM with sample software applications (demo versions).
http://www.amazon.com/Knowledge-Management-Toolkit-Practical-Techniques/dp/0130128538

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