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Knowledge Management An Action Research Project. Prof Hanifa Shah Professor of Information Systems Faculty of Computing, Engineering & Technology Staffordshire University. Introduction. Research took place in a major UK FMCG (Fast Moving Consumer Goods) manufacturer and distributor
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Knowledge ManagementAn Action Research Project Prof Hanifa Shah Professor of Information Systems Faculty of Computing, Engineering & Technology Staffordshire University
Introduction • Research took place in a major UK FMCG (Fast Moving Consumer Goods) manufacturer and distributor • Makes and distributes FMCG branded goods • Several brands in the 20 top-selling grocery brands in the UK • Holds major UK franchises • FCMG selected as: • Little reported KM work applied to manufacturing firms in UK • KM software was already being introduced in this company • The FMCG organisation was already quite knowledgeable about the domain and its technologies • What was missing was an understanding of what knowledge was in their own context and what was required of the KM technologies • Implications for IS planning and development strategy needed to be understood
FMCG KM Study: Action Research Approach • My research showed that many organisations were having knowledge management technologies ‘sold’ to them without a proper understanding of what KM meant for them • The KM project was formulated by me as a response to an actual problem that had the potential to be addressed by academic ideas that needed to be made available for practical use. • Key aspect of the KM project was this processing of academic theory and terminology into ideas and language that was appropriate to the business world • The work was conducted as an Action Research project which included a series of meetings, proposals, workshops and interviews involving a wide range of personnel at the FMCG organisation including a number of senior managers
Action Research • Combines in-depth theoretical ideas and learning with practical benefits and change for the organisation • Action research characteristics • Researchers are actively involved and collaborate on the project • Researchers and practitioners intend to bring about change and improvements • A conceptual framework for the research • Susman & Evered’s1 form of action research involves • Problem analysis • Planning of activities to address the problems • Executing the activities • Evaluation of the work (reflection on what has been achieved) • Capturing the learning • The learning leads to a further, improved action and reflection cycle 1Susman, G I and Evered, R D (1978), “An assessment of the scientific merits of Action Research”, Administrative Science Quarterly, 23:pp582-603
An Action Research based model for University-Industry collaboration Incubating Virtual Enterprise Networks in Yorkshire – An Action Research Approach Loh et al.,http://portal.cetim.org/file/1/62/103_Loeh_Booth_Faughy_Katzy_Thompson.pdf
Explicit vs tacit knowledge • Explicit knowledge can be precisely and formally articulated • Codified in organisational procedures, policies, manuals and programs • Tacit knowledge • Non-articulated and cannot be manifested as rules • Subconsciously understood and applied, difficult to articulate, developed from experience, beliefs , perspectives & values • Exists in domain expert’s skills, minds of employees, in established but uncodified organisational practices • FMCG Study • To understand • and elicit as much of the tacit knowledge as possible • To facilitate change • To foster a knowledge management culture • To develop KM academic ideas
FMCG: Key elements of research • Agree project context • Define knowledge for the project context • Identify knowledge sequences • Prioritise with senior managers • Determine impact on IS development • Recommend plan of action
Agreeing context and definition • Before agreeing a definition – need to understand context • After various discussions the context was agreed as: • Management of Brand X across marketing and sales functions for one year • Numerous definitions of knowledge in the literature • Many refer to the importance of the human element in creating, defining and understanding knowledge • Definition of knowledge recognised as being • Multi-faceted • Variable over time • Variable according to context • Shareable, reflectable if articulated • Increased in relevance by engaging users in defining knowledge for their context • In practice this can be done by a facilitated workshop
KM definition for FMCG study • Context • Management of Brand X across marketing and sales functions for one year • Definition - Knowledge in the above context is: • “The integration and reuse of ideas, experience , skills, intuition and lessons learned that influences our problem solving, decision making and the way we work to continually create tangible outcomes of brand value and business worth”
Identify Knowledge Triggers/Requirements • This elicitation is facilitated by questions of the form • What knowledge does the organisation need? • What knowledge does it need to use better? • What are the triggers for subsequent knowledge activities? • Employees are asked to prioritise the top five knowledge requirements • These top 5 are then considered further
Identify Knowledge Resources • For each knowledge sequence in its order of priority- what are the knowledge resources that need to be manipulated? • The employees are asked to consider a number of aspects of the organisation: • Purpose, strategy, culture, structure, knowledge contained in computer systems, employee knowledge, knowledge contained in other forms eg books, reports
Identify Knowledge Manipulation Activities • For each knowledge sequence – what are the knowledge manipulation activities that need to be carried out? • HOW produced By WHOM • WHAT produces artifact • HOW used by WHOM WHEN • The manipulation activity areas that need to be considered are • Acquisition • Selection • Generation • Internalisation • Externalisation • Other
Identify Management Influences • What are the management influences that would facilitate the knowledge manipulation activities? • Leadership • Effective management of knowledge resources & knowledge manipulation skills • Creation of conditions conducive to sharing relevant knowledge • Coordination • Scheduling knowledge flows and activities • Alignment with strategy • Development of integrated reward & incentive systems that encourage knowledge dissemination • Control • Managing the provision of knowledge resources (quantity, quality, security, constraints) • Measurement • Assessing and evaluation knowledge Resources, manipulation skills and activities and the results of KM
Identify Environmental Influences • What environmental influences constrain or facilitate the knowledge manipulation activities? • Areas to facilitate elicitation are • GEPSE (Government, Economic, Political, Social, and Economical) • Markets • Competitors • Suppliers • Customers • Other
FMCG Study – Knowledge Target • Improve awareness of potentially useful information/knowledge • Finding relevant databases and data in databases • Finding relevant work people have done • How other employees can help others do their jobs • Data that brand managers have that could be used to help channel marketing (eg create better sales presentations)
Improve awareness of potentially useful information/knowledge
Implications for IS development Strategy • Better Identify analytical capabilities of employees providing improved training in using the databases and provide better introduction to roles of current staff • Improve induction programme • Integrate systems so retailer and accounts systems data is consistent and finance provide marketing and sales with the same set of figures • Successful integration across the organisation of the KM system being piloted
KM - Learning • Facilitation of • Contextual definition of knowledge • Articulation of knowledge requirements • Prioritisation of knowledge requirements • Summary of Knowledge ResourcesPeople, Computer Systems, knowledge in soft form etc • Understanding of knowledge manipulation activities • IS development strategy • Identify problems • Focused investment
Collaborative research with industry - Learning • University-industry collaboration of this nature requires very careful negotiation of exactly what is involved • Expectations for both sides must be discussed and a realistic set agreed • Project contact points in both organisations must be agreed • Suitable context for study • Eg department, group of employees related to a project, a group of heads of departments • Sample of employees that are representative of the diversity and balance of the chosen context • Suitable decision maker(s) at senior level • Cooperation of participant employees for period of study • Awareness of the project and its purpose must be cascaded down the organisational structure • Practical support in terms of scheduling various interviews and workshops