Tag Archive for 'Content management'

Organizing Content & Expert Knowledge without Spending a Million Bucks

Thursday, May 16, 2013, 4 - 6 p.m., Bentley University, Morison Hall, Morison Boardroom #300, 175 Forest Street, Waltham, MA 02451. Campus Map.

SPEAKER: Larry Chait, Discussion Leader

TOPIC: Small/medium businesses (SMBs) are heavily represented within our KM community of practice; we also have members who work within groups in larger enterprises with limited resources to pursue their knowledge initiatives. The theme of this meeting came recently from a single member, but over the years, similar inquiries have frequently appeared. The discussion will focus on practices for gathering, sharing, and leveraging knowledge through minimally invasive, lower-tech, less-expensive solutions. Larry has been harvesting examples and experiences for a couple of decades – and he is sure you have your own. Typical situations with cautions and remedies for handling them will round out the topic. Whether you support ten, a hundred, or a few thousand people, there are sure to be ideas that will prove of value to you from this discussion!

BIOGRAPHY: In addition to being the President of the Boston KM forum, Larry Chait is Managing Director of Chait and Associates, Inc., a consultancy that advises senior managers and their teams on achieving and sustaining high performance. He has over forty years of business-management experience. In his consulting work, Larry has helped executives and organizations manage change. His focus is on knowledge management, change management, and business process improvement. In addition, Larry supports clients as an executive and team coach. Prior to Chait and Associates, Larry was Vice President and Director of Arthur D. Little, Inc. He held positions including chief knowledge officer, director, and principal consultant. Before ADL, Larry was president of his own retail organization and vice president of product development for a national IT services company. Larry has authored three books, is a contributing author of “Managing the Learning Process of the Corporation” and “Knowledge Management in Practice: Connections and Context,” and is co-author with Lynda Moulton of an upcoming book on practical knowledge management. Larry received his A.B. in Economics from Cornell University and his M.B.A. from Harvard Business School.

PLEASE 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.

NOTE: The registration page has changed and you will be directed to another site where the registration form resides. It is now hosted by lwmtechnology.com and is legitimate.

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Peter O’Kelly on How Big Data Becomes Actionable Information and Other Gilbane Conference Output

Thursday, Dec, 20, 2012, 4 - 6 p.m., Bentley University, Morison Hall, Morison Boardroom #300, 175 Forest Street, Waltham, MA 02451. Campus Map.

SPEAKER: Peter O’KellyPrincipal Analyst, O’Kelly Associates

TOPIC: Having shared a session with Peter O’Kelly on “Big Data” at the Gilbane Conference, we learned about his background and found his comments interesting on the topic and other content related sessions at the conference. We always like to share some of the take-aways from the meetings and we know that Peter will be able to give some great perspectives on the technology related sessions. It appears that leveraging technology to “meaningfully” analyze all that big stuff is finally receiving “big” attention. But to hear more, you will need to come and listen as we interview Peter about his professional history and how he sees content management evolving across industries. As always, audience Q&A will round out the session and the 2012 Boston KM Forum Season. Discussion slides with speaker notes.

BIOGRAPHY: Peter O’Kelly has been working in the software industry since the early 1980s, as an enterprise application developer and database architect, software product manager, strategist, and industry analyst. He has been consistently focused on information management and collaboration domains throughout his career, spanning roles at Procter & Gamble, Lotus Development Corp., IBM, Groove Networks, the Patricia Seybold Group, Macromedia, Burton Group, Microsoft, and Altova. As an independent industry analyst and consultant, Peter has worked with a wide variety of enterprises and product vendors focused on information management and collaboration/social solutions. Peter also shares perspectives on his Reality Check blog (http://pbokelly.blogspot.com/)

PLEASE 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.

NOTE: The registration page has changed and you will be directed to another site where the registration form resides. It is now hosted by lwmtechnology.com and is legitimate.

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SharePoint Roundup - Sentri Panel

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

SPEAKER: Mike Gilronan, Senior VP Business Development, Sentri; Evan Riser, SharePoint Consultant at Sentri.

TOPIC: Sentri is an IT consulting and managed services Microsoft Gold Certified partner providing Business Technologies and Services to organizations in the areas of IT Infrastructure, Unified Communications, Collaboration, Contact Center, Dynamics CRM, SharePoint and Cloud Services. We will interview Mike and his colleague to learn the latest SharePoint developments, what will be coming in future releases, and how other applications and services contribute to implementation successes.

GUEST BIOGRAPHIES: Mike Gilronan was recently named Senior Vice-President of Business Development at Sentri, a Microsoft solutions partner. Mike has spent his whole career in professional services and technology, has worked in the Microsoft consulting community since 1999, previously focusing on  SharePoint solutions at KMA beginning in 2006. Mike’s financial background (“recovering” CPA) and active project manager certification (PMP) make him a bit of a “process geek,” focused on themes like measurement and ROI with key strengths in aligning business challenges with technologies. In addition to being active in Boston-area KM and SharePoint communities, Mike is a Microsoft Virtual Technology Solutions Professional, a member of the Project Management Institute Mass Bay Chapter, and a member of the Society for Information Management Boston Chapter.  Mike also has nearly a decade of experience as Board member and Treasurer for a variety of not-for-profit organizations.

Evan Riser is a SharePoint Architect for the SharePoint Practice at Sentri. Evan designs, architects and implements SharePoint solutions based on customer business needs utilizing proven best practices, delivering cost effective comprehensive solutions that bring lower TCO and higher efficiency. Evan develops implementation methodologies for complete comprehensive solutions for emerging technologies. Evan has over 6 years of experience working with SharePoint as an administrator, pre-sales engineer and architect. His SharePoint experience covers Windows SharePoint Services 2.0, Microsoft Office SharePoint Server 2007 and SharePoint Server 2010.

PLEASE 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.

NOTE: The registration page has changed and you will be directed to another site where the registration form resides. It is now hosted by lwmtechnology.com and is legitimate.

Registration Form for Thursday

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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.

PLEASE Register even if you are not certain you can attend so we have an accurate estimate of attendees for handouts. NOTE: The registration page has changed and you will be directed to another site where the registration form resides. It is now hosted by lwmtechnology.com and is legitimate.

Registration Form for Thursday

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Embedding Knowledge Assets into the Workflow of the Physician

Thursday, August 18, 2011, 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

SPEAKER: Judy Jaffe, Knowledge Manager,  CRICO/Risk Management Foundation of the Harvard Medical Institutions

TOPIC: We will interview Judy Jaffe to learn about her transition from librarian and medical researcher to KM innovator at CRICO, and how she approached and expanded her role at the Risk Management Foundation. CRICO is the malpractice insurer for the Harvard medical community of hospitals and physicians.  Its mission is to provide a superior medical malpractice insurance program to its members, and to assist them in delivering the safest health care in the world. In addition to representing physicians in malpractice claims, CRICO develops patient safety guidelines and education programs based on high severity signals generated from claims data analysis.

In addition to learning how Ms. Jaffe has met the KM challenges of CRICO, we will inquire about establishing a platform for capturing, organizing and disseminating knowledge assets for the community of physicians that she serves. Then the audience will be invited to engage and ask questions of their own.

BIOGRAPHY: Judy Jaffe is the Knowledge Manager at CRICO/Risk Management Foundation of the Harvard Medical Institutions. Knowledge Management was a newly-created position when Judy joined CRICO 7 years ago to help the organization realize the vision to embed its knowledge assets into the workflow of the physician.  Her initial KM focus was on document and content management for both internal and external audiences, currently expanding to address capture of tacit knowledge as well as strategic analysis.

Judy holds a MSLIS degree from Simmons College. She has almost two decades of experience working in the medical and corporate arenas, and has been involved in KM for about 15 years.  Prior to joining CRICO, Judy was the Director of Research for a medical business consulting firm.

PLEASE Register even if you are not certain you can attend so we have an accurate estimate of attendees for handouts. NOTE: The registration page has changed and you will be directed to another site where the registration form resides. It is now hosted by lwmtechnology.com and is legitimate.

Registration Form for Thursday

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Fitting SharePoint to Knowledge Initiatives

Boston Knowledge Management Forum at Bentley University
A Symposium on Leveraging Knowledge

Wednesday, July 20, 2011, 8:00 AM - 4:30 PM,

Room 325 in LaCava Campus Center, Bentley Univ., Waltham, MA (Bldg. B52/B53 on Map) Directions

$50 Pre-Registration Deadline July 15 [click here to register and pay online OR bring cash/check; $60 for walk-ins with no pre-registration] The fee, includes a light breakfast and full lunch.

Moderator, Larry Chait, Managing Partner of Chait & Associates and former Chief Knowledge Officer of Arthur D. Little

The upcoming Boston KM Forum symposium will leverage the experiences and knowledge of SharePoint from our local community of experts and practitioners, and they are numerous. It has been over five years since Microsoft SharePoint came on the scene and the groundswell of adoption has not abated. However, the practical aspects of implementing this tool often overwhelm the reasons for doing so. Architecture and design expectations get derailed as business and political agendas, or complexities emerge with multiple third-party products layered on the SharePoint platform.

This session will serve up a mixture of  experiences and insights about using the SharePoint tool to promote knowledge sharing,  from “what was learned about SharePoint that we didn’t know when we started” to “here are its best and worst features.”

Readings and Resources for SharePoint

8:15- 8:40 Registration and Continental Breakfast

8:40 - 9:30 Opening and Introductions [Attendee Self-Introductions with Each Person stating One Question they want to have answered at the meeting ]

What is SharePoint and When do you need a 3rd-party add-in?, Analyst Perspective (9:30 – 10:15) – Leslie Owens, Senior Analyst, Forrester Research

Break: 10:15 – 10:30

The Process for Selecting any Collaboration/Content tool, Recommendations for the Buyer (10:30 – 11:15) – Jarrod Gingras , Analyst, Real Story Group

A Case Study featuring SharePoint, User/Implementer Perspective (11:15 – 12:00) – Glynys Thomas, Senior Knowledge Manager, The Parthenon Group

Lunch: 12: – 12:45

Planning for SharePoint: SharePoint Maturity Model (12:45– 1:45) - Sadie Van Buren, Senior Software Engineer, BlueMetal Architects

Panel of Experts: Marc Anderson, Sympraxis Consulting, Mike Gilronan, KMA LLC, Michele Smith, The MITRE Corporation, Marc Solomon, PRTM

Moderator, Larry Chait, set the stage for SharePoint preparedness,  then introduced the panelists by asking each one a question to set the stage for their perspectives.

Suggested Topical Areas for the Q & A

  • Selection and justification [MS is offering many non-profits “free” SharePoint.  Should you take them up on it?]
  • Implementation and integration [What is the best implementation approach after choosing SharePoint as the platform?]
  • Interface design and usability [What features in SharePoint 2010 contribute the most usability benefits in your organization?]
  • What have you learned about SharePoint that makes it valuable in a knowledge sharing environment?
  • Taxonomy and search [How is the taxonomy being developed and implemented to support better search?]
  • Security, scaling and support [Where are the bottlenecks and what are the issues that had to be confronted in your enterprise?

Wrap-up: Larry Chait, Chait & Associates

3:15 - 4:00 - Wrap Up

NOTE: The Boston Chapter of SIKM is encouraging participation in a post meeting dinner. After the forum anyone who is interested is welcome to join an informal dinner at Naked Fish on Totten Pond Road, Waltham. We'll make our way over to the restaurant at about 5:00. Please let Kate Pugh (katepugh@alum.mit.edu ) know if you would like to join, so we can give the restaurant a count. (We're a nonprofit, so people will pay for their own meals.)

After meeting posts

[Room is available for audience to network until 4:30 pm]

Registration

Speaker Biographies

Marc Anderson is the Co-Founder and President of Sympraxis Consulting LLC, located in the Boston suburb of Newton, MA, USA.  Sympraxis focuses on enabling collaboration throughout the enterprise using the SharePoint application platform. Marc was awarded the Microsoft MVP Award for SharePoint in January, 2011. Marc has over 25 years of experience in technology professional services and software development. Over a wide-ranging career in consulting as well as line manager positions, Marc has proven himself as a problem solver and leader who can solve difficult technology problems for organizations across a wide variety of industries and organization sizes.

Prior to launching Chait & Associates, Larry Chait was a Corporate Vice President of Arthur D. Little, Inc. He built ADL’s internal, global Knowledge Management function and served as the firm’s first Chief Knowledge Officer. In that role, he oversaw the design, development, and implementation of the firm’s multi-million-dollar KM initiative. In his earlier consulting role at ADL, Larry led major engagements in change management, process improvement, and strategic IT planning for domestic and international clients ranging from start-ups to the Global 100. Larry has also authored 20 articles published in the US and abroad, lectured in MBA and post-graduate programs in five universities, and spoken at over 40 conferences on topics including knowledge management, process improvement, and the management of change. He is currently President of The Boston KM Forum, a community of practitioners that offers over 25 KM-knowledge-sharing events each year.

Mike Gilronan is a partner at Knowledge Management Associates, LLC, a regional consulting firm specializing in making organizations more collaborative, insightful, and productive with Microsoft technologies. Mike has spent his whole career in professional services and technology, has worked in the Microsoft consulting community since 1999, and has exclusively focused on SharePoint solutions at KMA since 2006. Mike’s financial background (“recovering” CPA) and active project manager certification (PMP) make him a bit of a “process geek,” focused on themes like measurement and ROI with key strengths in aligning business challenges with technologies. In addition to being active in Boston-area KM and SharePoint communities, Mike is a Microsoft Virtual Technology Solutions Professional, a member of the Project Management Institute Mass Bay Chapter, and a member of the Society for Information Management Boston Chapter.  Mike also has nearly a decade of experience as Board member and Treasurer for a variety of not-for-profit organizations.

Jarrod Gingras is an Analyst at the Real Story Group,  covering technology across the enterprise information landscape including web content management and enterprise content management. Jarrod has more than 12 years experience in the content technology industry. Prior to joining The Real Story Group in 2007, Jarrod worked as an information architect and user interface designer at a systems integration firm, where he developed user-focused content management strategies and solutions for clients in the financial services, retail, healthcare, insurance, and manufacturing industries. Since joining The Real Story Group, Jarrod has contributed to research across the enterprise information landscape, with a special focus on the end-user experience for the technologies we evaluate. He has also advised clients such as the Children’s Hospital of Philadelphia, Nokia, Penn Medicine, Disney, Mayo Clinic, and MIT-Sloan Business School on their enterprise information challenges.

Leslie Owens

Michele Smith is the SharePoint support service manager at the MITRE Corporation, a non-profit in Bedford, MA, and a federally funded research and development center (FFRDC) for the U.S. government. Michele has been with MITRE for 10 years and has worked with SharePoint since 2004. Michele leads a team that trains, provides support, and creates custom solutions for end-users. She directs MITRE’s SharePoint upgrade projects and work program in partnership with teams focused knowledge management, system administration, and software development. She received an MS from Syracuse University in Information Management with a concentration in project and resource planning, and has been published in the Journal of Enterprise Architecture.

Marc Solomon is a Knowledge Planner at PRTM, a global operational strategy consulting group recently acquired by PwC. He has presented on recent series of SharePoint implementations he has led there at the Boston KM Forum, Enterprise Search Summit, Gilbane, SIKM (Systems Integrators KM Leaders), and KMA Associates.  He is an adjunct professor in Boston University’s Professional Investigation Program where he trains budding PIs on using the web to crack criminal cases. Mr. Solomon is also a contributing columnist to several trade magazines on enterprise knowledge tools, practices and business cases including Searcher, Baseline, and KM World where he contributed a year-long “reality series” of SharePoint case deployment profiles. Solomon continues to address the realities of day-to-day content management as an expert blogger in the AIIM SharePoint Community and at ututilis.com.

Glynys Thomas is Senior Knowledge Manager for The Parthenon Group, a global strategic advisory firm based in Boston.  In her role, she focuses on internal data  and document collection and dissemination, and internal process management for the company.  She is responsible for internal information systems development and deployment and corporate information provision.  Glynys has been a knowledge manager in professional services firms for 11 years with experience in systems analysis & design, project management, training, documentation and more recently, SharePoint Administration.  She holds an MSLIS from Simmons GSLIS and has been an academic librarian with a business and communications specialty.

Sadie Van Buren is a Senior Software Engineer at BlueMetal Architects, a Gold-Certified Microsoft Partner based in Watertown, MA.  She designs SharePoint solutions and leads deployments, with a strong focus on strategy, usability, information architecture, and business process improvement. Sadie has a Bachelor’s degree from Wesleyan University and a Certification in Project Management from Boston University, and is a Microsoft Certified Information Technology Professional.  She is a member of the Boston Area SharePoint User Group, the Boston Knowledge Management Forum and the Boston chapter of SIKM (System Integrator Knowledge Managers).  She is the creator of the SharePoint Maturity Model, and blogs about SharePoint and technology at http://amatterofdegree.typepad.com/

EXHIBITORS: Is there interest? Respond to info@kmforum.org.

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Advance registration is required to be eligible for the $50 for the full-day rate. Registration includes continental breakfast and lunch. After filling out the registration form, you may elect to pay using PayPal or you can mail your check to the address provided. Make the check payable to Boston KM Forum. We would appreciate prepayment to speed the on-site registration process. Note that this event is heavily subsidized by The Boston KM Forum to keep the cost within the reach of all KM practitioners. For walk-ins, $60 at the door, cash or check only. Click here to register.

Boston KM Forum wishes to thank the
Bentley University, Elkin B. McCallum Graduate School of Business
for its continued support of the KM series.

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To receive notices of upcoming events send a message to info@kmforum.org.

Using Text Analytics to Understand Social Media Content

Friday, June 3, at 7:30 - 9:30 a.m. Rebecca’s Cafe at Reservoir Place, Trapelo Road, Waltham.

TOPIC: A popular theme at the Text Analytics Summit in Boston May 18-19 was text analytics applied to social media commentary both within and outside the enterprise. There was consensus that, when judiciously considered, the content can provide valuable knowledge related to markets, voice of the customer, trends, internal operations and competitors.

What tools are used your organization and what insights have been gained from all the commentary and noise that fills our feeds and “in-boxes” on a daily basis? Are there applications that work or just confuse decision-making? What analytics results are worthy of consideration and what is the context for judging value?

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What is Content Context & Why is it Important in Organizational Effectiveness?

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

TOPIC:  We often discuss the importance of metadata for improving content retrieval. State-of-the-art content management and collaboration systems support the addition of metadata to enhance content; some extract default metadata (Author, Date created, Send to) information to speed document processing.

Metadata is one type of context, but there are other, often overlooked, contextual data that could enrich the flow of communications and information throughout an organization. Bring your list of contextual metadata necessities from which we will build a framework of requirements that no content software vendor should ignore in their specifications.

In the discussion, we’ll try to elicit business justifications and why these data are so important to running an efficient operation.

Readings and links

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Intelligent Decision Making: It’s not just about Finding Information; It’s about Context, Insight and Perspective

Thursday, December 16, 2010, 4:00 - 6:00 p.m., Microsoft, 201 Jones Rd., Sixth Floor, Waltham, MA 02451. Directions.

SPEAKER: Samir Batla, Principal Product Manager, Search & Analytics, EMC

TOPIC: It is abundantly clear that the need for intelligent decision making is becoming more and more pertinent as information and demands on fast and accurate decision making increases. The ability to find information intelligently has not kept pace with the exploding growth of information and the high demand on knowledge workers to disseminate the information.

As a knowledge worker, you would probably agree there is a high cost associated with spending most of your time searching for information and not finding what you need.

But, what if you thought you found what you were looking for and still could not draw a conclusion? Or you made the wrong decision anyway? What is the cost of making the wrong decision because you lacked context, insight and perspective?

In this discussion, I will present a real-life story that highlights how context, insight and perspective may have saved the life of a young person. I will also suggest that in most instances we need “just enough” context, insight and perspective to make intelligent decisions.

BIOGRAPHY: Samir Batla is the Principal Product Manager of Search & Analytics in the Information Intelligence Group at EMC. For the past eight years, Mr. Batla has been an avid practitioner of search and analytics technologies as well as Semantic Technology.

Currently, Mr. Batla is responsible for the definition and scope of search and analytics in EMC’s case management platform and is developing the overall analytics strategy in case management to support better decision making.

PLEASE Register even if you are not certain you can attend so we have an accurate estimate of attendees for handouts.

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How Text Analytics, BI and Data Mining/Text Mining Contribute to KM

Friday, November 6, 2009 at 7:30 - 9:30 a.m. Rebecca’s at Reservoir Place, Trapelo Road, Waltham.

TOPIC:  Our discussion will focus on tools and techniques employed by participants for gaining new insights by extracting, manipulating and analyzing all types of information resources at their disposal. Here are some simple definitions to begin the discussion:

•    Text Analytics: Text Data that helps track business trends; Records that describe part of a larger domain sophisticated version of data.
•    BI (Business Intelligence):Technologies that gather, store, analyze and make accessible data to help enterprise users make better business decisions. It includes decision support, query and reporting, online analytical processing, statistical analysis, forecasting and data mining. Viewed by some as the umbrella for other technologies including text mining and analytics.
•    Data Mining: Computerized process for extracting content from structured repositories
•    Text Mining: Extracting interesting and non-trivial information and knowledge from unstructured text. Interdisciplinary field that draws upon: Information retrieval, Data mining, Machine learning, Statistics, Fact extraction, Computational linguistics

Readings:

Executive Summary: ForeTell®: The Future of Business Intelligence by DecisionPath

5 Tips for Using Predictive Analytics Software. Predictive analytics can help you make better business decisions, but only if you understand its limitations, by David Carr.

Text Analytics Takes Business Insight To New Depths; An Obscure Technology Has Found Its Killer App
by Leslie Owens

Why Will Analytics Be the Next Competitive Edge? , by Gary Cokins 11/12/2009 Information Management.
November 12, 2009 [Once a “nice-to-have,” applying analytics is now mission-critical]
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