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SharePoint – A Choice for Knowledge Management?

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Microsoft SharePoint is a common component in  IT environments. Often used as a content management and sharing platform SharePoint may be used to capture and share a wide range of information within organisations.  Does this make SharePoint a choice for knowledge management?

Working with clients that use SharePoint we have considered how SharePoint is used in relation to typical Knowledge Management processes. In our experience it is important to evaluate what each individual organisation requires from their Knowledge Management solutions.

As a result important features and capabilities can be identified and the question of whether SharePoint is the right choice for Knowledge Management can be answered specifically for each organization. We have collected some key points below, but for further details you can access our SharePoint and Knowledge Management fact sheet below:

 

What is SharePoint?

SharePoint is a collaboration and content management platform often used as a medium for sharing of information within organisations. Highly adaptable and relatively simple to implement, SharePoint can be a very effective information repository. Key features in SharePoint support the creation, editing and sharing of information.

What Is Knowledge Management?

Typically knowledge management solutions are focused on supporting a knowledge intensive  business process with clear and measurable outcomes. Often the process includes problem and solution management in a specialist field such as IT or customer service. Key features in knowledge management solutions support quick and accurate matching of solutions to specific questions. This helps process efficiency and speeds up time to resolution.

How is Knowledge Management Used?

Regardless of how and where information is stored, knowledge management systems  index all relevant sources of information. This enables the creation of a knowledge base where relevant information is accessed by asking specific questions. Responses are presented and matched to the question. Importantly the system collects feedback from the user so the most relevant responses are highlighted the next time a similar question is asked.

These core features of questions based searches and continuous improved matching of responses to questions, makes a knowledge management solution an ideal support tool for handling transactional based knowledge.  This becomes increasingly relevant where subject matter specific knowledge is critical for achieving a solution.

When is SharePoint a Choice for Knowledge Management?

Back to the original question, SharePoint has a very useful role to play.  As an information repository and content management system SharePoint is simple to implement and maintain. Information used in knowledge management solutions can come from SharePoint libraries  as well as from any other source of information. Knowledge management solutions will enhance the use of information in critical business processes. Working together SharePoint and knowledge management are complimentary.

Study our fact sheet to learn more about ways to get the most from SharePoint and your knowledge management process. Learn how different features and capabilities can be used to create a superior solution for supporting your critical business processes.

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KPS Knowledge Management Software Available on G-Cloud-5

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KPS has been awarded a place in the latest iteration of the UK Government G Cloud 5 framework. KPS is recognised as a supplier within the UK Government eSourcing programme.

The G-Cloud-5 programme enables central government and other agencies to acquire cloud based IT services from cloud based service providers across a range of IT and Software based services.

In addition to a traditional on-premise deployment, KPS Knowledge Management Solutions can be delivered as a cloud service offering even faster deployment and increased scalability for organisations looking to grow and enhance their knowledge management approach.

The aim of G Cloud 5 is to provide Central Government, Local Government and other agencies such as Health and Emergency Services with easy access to suppliers within a structured framework. The UK government digital marketplace and G-Cloud-5 initiative is designed to secure increased value together with a simpler and quicker public sector procurement process.

KPS is proud to be part of the G-Cloud CloudStore framework and to be a supplier to UK government agencies at the forefront of the move towards cloud based IT service provision. The KPS Knowledge Management Software ease of implementation and ease of use is enhanced through “ready to deploy” cloud availability.

If you would like to experience the benefits and usability of KPS knowledge management solutions, please contact us for an informal web based demo.

To learn more or request a demo, please contact us >>

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Social Media and Knowledge Management Tools

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Social media use is evolving rapidly. Users include almost any group or customer segment and social media is changing the landscape of customer service at an ever increasing rate. Customers are expecting to engage with organisations through channels of their choice leaving customer service with the challenge to work through multiple channels, such as Web, Facebook and Twitter as well as traditional agent based channels.

By embracing the challenges and opportunities of Social Media and Multichannel engagement,  organisations can gain an edge in providing seamless high quality customer service. At the same time there is opportunity to improve delivery efficiency.

Timely access to relevant knowledge is key to delivering effective customer service. This apply regardless of channel. Pursuing an integrated strategy to multichannel customer service requires a solid foundation for the organisations knowledge base, through a social media knowledge management platform. The greatest opportunities for integration can be found in some specific areas:

Channel Specific Presentation of Content

Content managed by knowledge base software can be optimised for delivery via multiple channels. Working with configurable templates allows knowledge to be defined and selected to be appropriate for each specific channel. Knowledge can then be pushed out to customers in a format that is appropriate for the channel. This approach will allow the core knowledge base to be used effectively by a wider range of users across a wider range of situations.

Sharing Knowledge Across On-line Channels

Providing access to your existing knowledge base via established social media sites such as Facebook can be easily achieved. The prospect of sharing your organisations core knowledge through social media channels may initially be daunting. By using social media knowledge management tool to index and filter your content, you have full control over which content can be viewed in each channel. The benefit of well managed knowledge sharing is that social media users will gain access to relevant knowledge from your organisation using a social media platform of their choice.

Accessing and Sharing Crowd Sourced Content

Much information and knowledge sharing takes place outside of organisational control. This is particularly true for consumer products and services, where specialist interest websites and forums offer well indexed access to product reviews, Q&A, analysis, user guidance, fault finding and other detailed information. Tapping into to user generated and crowd sourced information is a huge opportunity. The challenge is to manage the flow of information to merge the existing internal knowledge with external sources.

The knowledge management software provides the ability to include external sources of information, from forums, websites or social media platforms, which can then be indexed and searched as part of the knowledge base. Automatic index processes ensures only appropriate new information is posted on these channels is included as searchable knowledge.

Invest in Social Media Ready Knowledge Management Tools

As the popularity of social media continues to rise, ensure your social media knowledge management investment provides the tools to ensure content is authenticated and fit for purpose for each of your customer engagement channels. Make sure tools are capable of indexing and working with knowledge from any source and format, internally and externally. Finally make sure your knowledge management tool integrates seamlessly with your customer service desk applications to push knowledge where and when it is needed.

To find out more about our social media ready knowledge management software, please contact us >>

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Universal Knowledge Enabling Self Service

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KPS will be at the IQPC ( International Quality and Productivity Centre ) Executive Customer Contact Exchange conference. The conference focus on sharing of experiences around effective management of contact centres and and delivery of high quality customer service experiences. 

A theme of this years conference is self service which is rapidly emerging as a growing area in customer service delivery.  With the trend towards self service and increasing service expectations from customers, it is becoming essential for organisations to provide a seamless integrated service experience.

During the conference KPS will be introducing the Universal Knowledge solution and explain how knowledge management software can be used to enable and enhance self service and multi channel customer service delivery.

Universal Knowledge features will be explained in terms of how these can be used to implement improvements in service delivery short project implementation lead-times and long term benefits.

To learn more about Universal Knowledge and self service Contact KPS

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KPS will be at the Executive Customer Contact Exchange

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KPS will be at the executive customer contact exchange at the Hilton Hotel in Manchester on May 19th and 20th 2014. We look forward to exchanging views and perspectives around industry developments.

We will be sharing our findings in the rapidly evolving area of self-service contact technologies, from the recently published Inside Circle report covering many aspects of multichannel self service delivery.

Created by CONTACTBABEL the contact centre industry expert the report offer insight on self-service conversion rates and drivers by industry. The report also cover many of the challenges in multichannel service delivery together with solutions for how to address these.

 

So what is the Executive Customer Contact Exchange all about?

Customer expectations are increasing dramatically, leaving companies across all industries with the challenge of growing consumer demands. Rapid advancements in technology and the growing use of social media are changing the way in which consumers access information, changing the balance of how information is sourced. Customer contact and service delivery has to be consistently excellent across all channels.

Streamlining operational activities and creating a customer focused culture, have the potential to transform your customer service strategy and gain a crucial advantage in your marketplace. That’s why the leading minds in the customer contact arena will gather at the Executive Customer Contact Exchange (19 – 20 May 2014) to discuss best practice and learn how to implement the very latest tools and techniques required for delivering an excellent customer service.

The Executive Customer Contact Exchange 2014 is for those leading the customer contact transformation. Cutting edge-case studies, controversial debates and structured networking are in store during this exciting two day agenda.

Space is limited to just 80 attendees so please get in touch if you would like to attend.

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Web Self Service User Adoption – Carrot or Stick?

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Web based self-service for delivering customer service and technical support is one of the fastest growing areas in service delivery. In addition to the challenges in creating an effective self-service experience, the question often asked is:

“What do we have to do to ensure users adopt self service over the current approach?”

The underlying question is “ should we use carrot or stick? ” Can we and should we force our customer or user base towards self-service and if so, how do we implement the change without causing a customer backlash.

The Business Case?

Let’s get over the easy bit. Self-service has the potential of an 80% reduction in call centre traffic. Call centre and IT support traffic is expensive. Self-service saves money. Recent estimates of external customer support through call centres can be as high as £15 to £30 per call while web-chat may be £2 to £3 per interaction. Automated web self-service is almost exclusively setup cost with per transaction costs being insignificant.

Transaction based services such as banking, travel and delivery logistics are already forcing self-service by removing other options. Amazon is not losing sales and EasyJet is still growing despite removal of the service agent in the booking and ordering process. When users see other benefits such as low cost or convenience they are ready to switch. What is still required is focus and attention on delivering a slick and effective self-service experience to stimulate repeat business referrals and recommendations.

“If something is worth doing, it’s worth doing it well”

Self-service as a delivery channel seems an obvious choice. Well executed, the approach saves cost, time and is infinitely scalable: “If 90% of people are happy to use on-line banking, why are 90% of people not happy to self-service for internal IT support?” The answers could be summed up as:

Because people don’t like change and users don’t like being forced into a different channel unless they can see the benefit from their own perspective. The key to a successful self-service implementation is to focus on the user experience and user perspective. Which means making it simple to use and providing the information needed, when its needed.

Making the Web Self Service Experience Excellent – The Carrot

Working towards a natural conversion into self-service support channels is all about getting the user experience right and promoting the opportunity to self-serve to all users at all stages of the support interaction. Having worked with many clients across different sectors, we have gathered insights on how to create a self-service experience that encourages user adoption.

Amazon and eBay’s entire user experience is designed to be slick, user friendly and most importantly right first time. With users driving the action and suppliers being highly motivated to deliver good service (no supplier can afford poor ratings) there is little or no need for escalation to a call centre agent. This is handy, as the call centre escalation has been entirely removed from the service experience.

“So what happens when information intensive services such as IT support and customer service heads the same way?”

We have collected the user adoption insights and experiences from working with our customers across a wide range of sectors and made these available in our Web Self Service Whitepaper.  Download the white paper and find out.

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Help me Build a ‘Benefits of Knowledge Management’ Case Study

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We are often asked by our clients to help them build their business case for knowledge management investment for their contact centre / service desk operation or channel shift strategy.

What is a Knowledge Management Business Case?

Every organisation is unique and the starting point of every project is different, a business case is about predicting the impact and benefit of a project while at the same time foreseeing the relevant cost and time implications.  It is is a way to communicate the case for going ahead to budget holders and key decision makers.  Often this is where it ends.

At worst the business case is a glorified internal sales document, designed to “seal the deal” and obtain stakeholder support and a budget for implementing something that has already been defined. It need not be like that. A robust business case is an opportunity to validate the drivers for success and for identifying and reducing any project risks.

At best a business delivers a blueprint for implementation based on real experience that is obtained in the intended environment.  The business case becomes a tool for identifying and managing the risks associated with the implementation of knowledge management solutions.

Do I need a Business Case for Knowledge Management?

The importance of a Knowledge Management business case is fundamental. However, providing enough evidence to secure funding for a new IT project can begin before any engagement with potential vendors. There may be an existing knowledge management system, which is at the end of its life and needs replacing. Perhaps there is already buy-in from management due to previous experiences in implementing a knowledge management system and an understanding of the benefits and importance of Knowledge Management.  Knowledge Management may already be a vital component of your strategy to enhance self-service and increase efficiencies in the contact centre / service desk.

Any of the aforementioned scenarios may well be enough to build a Knowledge Management business case and secure budget for an investment.   If budget can be secured prior to an evaluation process a thorough bid process can determine the most suitable solution and vendor for the project. For other situations, there may be a need to take this a step further and evaluate the preferred solution through a trial deployment. This allows a Knowledge Management business case to be built and presented to stakeholders.

What are the Risks for Knowledge Management in Business?

We have all heard the statistics; 50% of IT projects end up costing more than was budgeted before they go live. Another 50% fail to deliver the promised benefits.  On top of that 80% of IT projects are behind schedule before they start delivering promised benefits.

With those odds, it is no wonder that more and more companies want to invest the time in developing a business case long before a software purchase is sanctioned. So what does it take to create a robust Knowledge Management business case that meaningfully predicts the cost and benefits for implementing such a system?

 

The white-paper explores the experiences and lessons learned from our customer base, the benefits of knowledge management and offers practical advice in the creation of a robust  Knowledge Management Business case in a customer service environment.

Join the discussion – What are your own experience of using a business case to drive your implementation? What insights did you get and what actions did you take as a result?

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Best Software for Knowledge Management

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You might ask; “What is the best software for knowledge management?” A flippant answer could be “there is no best software for knowledge management”  A more helpful response would be “It depends on your purpose?”

Knowledge management being such a wide topic, many solutions and approaches might meet your purpose and the challenge is to be clear at the outset about your needs.

Knowledge management ultimately is about the processes, disciplines and tools that allow information to be created, stored and most important retrieved at such time the specific information offer the most helpful insight for the user.  As information technology become more sophisticated, the capability of even basic systems such as a PC or a smart-phone increases.

Best Software for Knowledge Management – Individuals

Knowledge management applied to an individual may involve using a suitable cloud service for storing documents, emails and information.  Depending on the service, This may then be searched and accessed through multiple devices including smart phones, tablets, PC’s, Laptops and even web browsers.  Cloud hosting may be provided by IT vendors, Telecoms Vendors or dedicated cloud sharing vendors such as dropbox.

As an individual, storing is easy, just add the file to your folder. Retrieval is dependent on your ability to recall what you called the document or in some cases paragraphs or passages found in the document. Does this approach work in practice?  It certainly can work but relies a lot on the user remembering something about the information that allow it to be retrieved.  As the information source grows, the approach become less effective and of course this approach does not address the issues of version control, out of date information or the ability of others to find something you have stored.

To illustrate this point, try ask a colleague to find a specific document on your PC. Then reverse roles, its likely that the way you name and file documents is unique and personal. Herein lies the problem of knowledge management for teams and organisations.

Best Software for Knowledge Management – Teams and Smaller Organisations

Once information need to be shared across a team or a small organisation the challenge is to allow one user to create and share information in a format that allow another user to find it. Traditionally addressed by hierarchical file trees and and agreed naming conventions there are now better tools available.  Lotus notes has been the database of choice for sharing in many organisations. More recently Sharepoint, Wiki products and in some cases WordPress have been used as platforms for sharing.

In all cases the tool is only as good as the rules, processes and compliance by the team that uses them. Open platforms like these are versatile but at the same time its challenging to ensure that information is up to date, easy to find and made available in ways that suit the user. Most critically these tool do not offer insights into what information is most sought after or what searches take place where no relevant information is available.

Setting up the tools require attention to content management, taxonomy, work-flow and processes for maintaining the knowledge base. In this sense an enterprise knowledge management solution is no different. The difference is that dedicated knowledge management software offer built in features and capabilities to address these challenges.

Best Software for Knowledge Management – Enterprise and Large Organisations

As the scale of the organisation increase so will the volume and complexity of the knowledge base software and information sources users need access to. This applies to internal knowledge management where teams and employees require access to a wide range of information from a variety of sources.  It also apply to service organisations where front line service staff require ready access to relevant information in order to respond effectively to service requests. Complexity being the enemy of expediency, service organisations not only require access to relevant knowledge but need this with minimal delay.

At the same time relevant information may be found in many different systems and depositories. It is time and cost prohibitive to re-purpose all the information so it fits into a single system. Information need to be kept up to date and gaps in the knowledge base need to be identified so they can be filled.  With these challenges, dedicated knowledge management solutions come into play. When selecting a solution here are some of the features to look for:

Ability to Work with Many Information Sources – Across any enterprise, relevant information will be stored on different platform. A knowledge management solution with the capability to index and present information from multiple sources and form a wide range of depositories will eliminate the need to re-write, move or replace information that already exists.

Natural Language Search – When users are looking for information, they typically are asking a question. By facilitating natural language search and letting the system learn what information is best answering the question, the user experience and effective speed of response will improve.  This approach eliminates the need for the user to know anything about the way information is created and stored. Self learning means the responses become more and more accurate with use.

Ability to Report on Knowledge Gaps – As important as the questions that gets good answers are the questions with no answers. Knowledge management solutions that report on queries that are poorly supported by the current content allow content gaps quickly to be filled. By focusing specifically on the gaps as perceived by the users, content generation can be focused and directed towards critical needs.

Ability to Audit Content Sources – Keeping the knowledge base up to date is critical. Presenting out of date and incorrect information leads to service failure and dissatisfaction. Content audits can be extremely time consuming when applied to ALL available content.  Using a knowledge management system with audit functions allow the audit process to focus on the most frequently used content.  It also allows content gaps and updates to be implemented form one central point even when contributors of information are distributed across the organisation.

Best Software for Knowledge Management – Summary

Its “horses for courses” when deciding on the best knowledge management software. Scale and complexity of the user base and information is a key driver for deciding on the best approach.  In all cases the way the solution is applied including rules, processes, taxonomy and training has a big impact on the potential success. What are your own experiences of choosing software for knowledge management?  How did you make your choice and how did you approach implementation?

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Speed to Competency for Service Agents – Measurement or Action?

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Is increasing speed to competency in a contact centre environment about  measurement or action?  Maybe it is about a bit of both.  By taking advantage of knowledge management tools, service delivery managers can track and substantially improve speed to competency. 

In fact knowledge management tools offer the opportunity to become proactive and redefine the speed with which new employees can achieve competency.

Defining Speed to Competency

In discussions on service agent “speed to competency” the focus is often on the definition and measurement. The rationale is that with a defined and repeatable metric, the effectiveness of employee induction and training programmes can be compared and improved.

What Speed to Competency Measures can Tell You

At the same time the metric will inform on cost of employee attrition and the cost associated with recruiting and assimilating new employees into the organisation.  This helps with planning and budgeting during changes in workload, centre integrations and consolidations.  Speed to competency metrics also highlight the core costs associated with providing a competent team to service inbound call load.

Measuring Speed to Competency

In service desk environments measurement of service agent competency is often using service delivery metrics or KPI’s obtained by the call handling or CRM system.  The key metrics are applied across the team thus comparing the performance card of new team members against target KPI’s or the average performance of the team. Time to competency is defined as the time to achieve the target performance level.

Using Employee Scorecards

This approach can highlight employees that are either faster or slower at developing the skills required to meet the criteria set out in the performance card.  What it may not provide is any diagnostic insight into the reasons for the differences or ways to speed up the learning curve.

Using Call Monitoring

An alternative approach is for line managers and supervisors to monitor service agent interactions including by listening into calls and evaluating call performance on a call-by-call basis.  This approach can be effective and allow for immediate feedback to the service agent. It is also time consuming and risks absorbing time with service agents that are already competent.

Best of Both?

Use a combined approach with metrics used to identify any areas for concern and call monitoring used for diagnostics and feedback. This allows team leaders to focus their efforts towards the employees that need it the most. Whilst more effective this still remains a reactive approach.

Rewriting the “Competency” Rulebook – Let’s Get Proactive

For a start, lets consider what competency means in a service centre.  For the customer, it means getting an appropriate response to your enquiry.  For the service agent it means having ready access to relevant information to allow you to respond to and resolve the enquiry. In short speed to competency is about speed to access relevant knowledge, with the training concentrating on the call handling process, rather than the knowledge needed to resolve a call.

Getting the Information When You Need It

This is where knowledge management software will come in handy.  Not only do they facilitate the organisation of relevant information, they also help present this to the service agent quickly and accurately, especially when a natural language search can be undertaken. With the right information at their fingertips, ALL service agents become more competent.

Process Competency is Quicker than Acquiring Knowledge

This replaces the need for service agents to acquire the organisations knowledge to the much simple task of following the organisations process. Learning and following a process is much simpler and quicker than acquiring a body of knowledge.

Tools to Keep Track and Take Action

An added benefit of a knowledge management system is the analysis of enquiries across the team to identify where additional training could be of benefit, or where additional knowledge would be beneficial. This means that knowledge gaps can be plugged by pushing the most relevant information to individual agents.  For service centres that handle a wide range of tasks and require multi skilled agents, this process can be targeted individually, driving relevant knowledge improvements across the team.

Knowledge Management Tools – Integrating Measurement and Action

In summary, knowledge management tools reduce time to competency pro-actively, by eliminating or reducing the need for service agents to acquire knowledge in order to deliver high quality service. The tools also help track and improve performance through targeted interventions across the team based on the profile of incoming service request that the centre is faced with.

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