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    2007 Hewlett-Packard Development Company, L.P.The information contained herein is subject to change without notice

    Knowledge Management in

    the Real WorldLecture given at Lawrence Technological UniversityStan GarfieldOctober 20, 2007

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    4 20 Oct 2007

    Why manage knowledge?2. Avoid repeating past mistakes

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    Why manage knowledge?3. Take advantage of what others already know

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    How to Do Knowledge Management

    1. Share what you have learned,created, and proved

    2. Innovate to be more creative,inventive, and imaginative

    3. Reuse what others havealready learned, created, andproved

    4. Collaborate with others to takeadvantage of what they know

    5. Learn by doing, from others,and from existing information

    http://images.google.com/imgres?imgurl=http://www.gotostedwards.com/Images/photospot_collaborate.jpg&imgrefurl=http://www.gotostedwards.com/x241.xml&h=170&w=230&sz=49&hl=en&sig2=ZBfQtvVYQFiVuaYQzFHK9A&start=145&um=1&tbnid=ppCRSoXr-dJI4M:&tbnh=80&tbnw=108&ei=G-MkRvqBE4SshQSL2_3fBw&prev=/images%3Fq%3Dcollaborate%26start%3D140%26ndsp%3D20%26svnum%3D10%26um%3D1%26hl%3Den%26rls%3DGGLG,GGLG:2006-29,GGLG:en%26sa%3DNhttp://images.google.com/imgres?imgurl=http://www.weiterbildungsblog.de/archives/revolution%2520in%2520knowledge%2520sharing.jpg&imgrefurl=http://www.rageboy.com/blogger.html&h=281&w=439&sz=21&hl=en&sig2=0Ap44Wm9oN6qwVY9sdWfnA&start=32&um=1&tbnid=9NSIs8jKHcqqZM:&tbnh=81&tbnw=127&ei=J98kRtayBqDAhQSWhbXgBw&prev=/images%3Fq%3Dsharing%26start%3D20%26ndsp%3D20%26svnum%3D10%26um%3D1%26hl%3Den%26rls%3DGGLG,GGLG:2006-29,GGLG:en%26sa%3DN
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    Share Ask questions and request

    help others will benefitfrom the answers

    Answer questions andprovide help being thewhite knight is gratifying

    Offer tips, insights, anduseful links pay itforward, build your reputation

    http://images.google.com/imgres?imgurl=http://update.estrategy.ubc.ca/wp-content/images/0512-tips-lrg.png&imgrefurl=http://update.estrategy.ubc.ca/2007/03/05/tips-tricks-15&h=230&w=300&sz=17&hl=en&start=2&sig2=jNvoylFutsu_XK11cgIEmA&um=1&tbnid=fe8GiWuzxrXVYM:&tbnh=89&tbnw=116&ei=0q9IRrO8H4GghAS5_sG5Cw&prev=/images%3Fq%3Dtips%2Band%2Btricks%26svnum%3D10%26um%3D1%26hl%3Den%26rls%3DGGLG,GGLG:2006-29,GGLG:enhttp://images.google.com/imgres?imgurl=http://www.observationdeck.org/lip_images/vytis.gif&imgrefurl=http://silverchips.mbhs.edu/inside.php%3Fsid%3D5885&h=400&w=344&sz=49&hl=en&start=6&sig2=a7hBCMTBUWyUWKEKIswuxA&um=1&tbnid=nbW-vc-ELxrAlM:&tbnh=124&tbnw=107&ei=aa9IRpCRNoWMggS7-vmNCw&prev=/images%3Fq%3Dwhite%2Bknight%26svnum%3D10%26um%3D1%26hl%3Den%26rls%3DGGLG,GGLG:2006-29,GGLG:enhttp://images.google.com/imgres?imgurl=http://www.optimist.org/Graphics/Just_Ask_JOOI.jpg&imgrefurl=http://www.optimist.org/default.cfm%3Fcontent%3Djooi/jooi10.htm&h=488&w=579&sz=50&hl=en&start=4&sig2=6a4xED-DghV1vovD1rMIXw&um=1&tbnid=H1Tw_u8azGbP1M:&tbnh=113&tbnw=134&ei=Aa9IRqn5EaHAhQSG-YHLCw&prev=/images%3Fq%3Dask%26svnum%3D10%26um%3D1%26hl%3Den%26rls%3DGGLG,GGLG:2006-29,GGLG:en%26sa%3DN
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    Share: HP users help each other out Question: Apr 10, 2007

    I have been getting aproblem when searchingusing Google.

    When I get the results andclick on one of them itredirects me to another site and not to theselected site.

    Answer: Apr 11, 2007 You have spyware. Use

    spyware removal

    software. Update to the latest

    signatures before startingscan.

    Your problem will besolved.

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    Innovate: HP Social Network

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    Reuse: HP Proposal Web andPresentation Builder

    This slide and manyothers are reused fromexisting presentations.

    Think of how much workit would take to create

    them from scratch.

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    Collaborate: KM Team

    Marcus FunkeProcessProject Management

    Win/ LossLessons

    Opportunity

    Creation

    Opportunity

    Evaluation

    Development

    & Bid

    Negotiate

    & CloseDelivery

    ProjectProfile

    ProjectProfile(new) Update

    ReuseReuse Reuse

    Capture

    Win/ lossLessonsLearned

    Close-outLessonsLearned

    Reuse

    S u b m

    i t

    Bid CollateralProjectProfile

    (updated)

    S u b m i t

    Close-out LessonsDelivery CollateralWin/ LossLessons

    Bid CollateralProjectProfile

    (updated)

    S u b m i t

    Update

    ReuseReuse

    B e s t Pr a c t i c e S h a r i n g

    Capture

    Reuse

    Andrew GentTechnology Architecture

    Stan Garfield

    PeopleCommunications

    Bernard Hennecker Communities

    User Interface

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    LearnRead

    Watch

    Attend

    Listen

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    Knowledge Management Mission

    The mission of the HP Services KnowledgeManagement program is to institutionalizeknowledge creation, sharing, and reuse to:

    Increase our win rate Drive down sales and delivery costs Increase engagement quality

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    oa s o now e geManagement

    Increase orders, revenue, and profits by: Reusing materials and expertise Avoiding redundant effort Avoiding making the same mistakes twice Taking advantage of existing expertise and experience Making it easy to find information and resources

    Communicating important information widely and quickly Promoting standard, repeatable service offerings

    Providing methods, tools, templates, examples, & data to streamline selling anddelivering

    Making scarce expertise widely available

    Showing our customers how we use our knowledge for their benefit Accelerating delivery to our customers

    Stimulating innovation and growth

    Enabling HP Services to leverage its size

    Making our best problem-solving experiences reusable

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    Knowledge Management Unified ViewPEOPLE PROCESS

    TECHNOLOGY

    Practice KM-WW Lead: 1 per -Region Lead: 1 per

    Region KM-KM Lead: 1 per -K-Advisor: 1 per

    WW KM Team-People -Technology-Process

    METRICS

    EMEA APJ Americas Practices

    Invent Capture Reuse

    KnowledgeCapture & Reuse

    Communities of Practice

    Best PracticeReplication

    Project TeamCollaboration

    ContentManagement &Governance

    Knowledge Capture& Reuse

    Communities of Practice

    Best PracticeReplication

    Project TeamCollaboration

    ContentManagement &Governance

    ContentManagement &Governance

    AuthoringExcellenceProgram

    IP creation Invention

    Disclosure Patents

    Windows SharePoint Services (WSS) SharePoint Portal Server (SPS) UBB.threads (threaded discussions) HP Virtual Rooms (webinars) @hp portal (intranet) Roller (HP blogs) MediaWiki (HPedia) Specialized applications

    Country KM-KM Lead: 0-1 per -K-Advisor: 0-1 per

    WW

    Participation: The number of employees whoparticipate in Forums (subscriptions, postings,web site visits), divided by the total number of

    employees Capture: The number of new project profiles

    in the Project Profile Repository, divided bythe number of new projects

    Reuse: The average amount of reusereported in new project profiles, averaging Bid& Delivery

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    Knowledge Management Components

    Peopleculture and valuesknowledge managersuser surveyssocial networkscommunitiestraining

    documentationcommunications

    Technologyuser interfaceintranetteam spacesvirtual meeting roomsportalsrepositoriesthreaded discussionsexpertise locatorsmetadata and tagssearch enginesarchiving

    Processmethodologiescreationcapturereuselessons learnedproven practices

    collaborationcontent management

    classification

    metrics and reporting

    management of change

    workflow

    valuation

    social network analysis

    appreciative inquiry

    storytelling

    blogswikispodcastssyndicationsocial softwareexternal accessworkflow applicationsprocess automatione-learningsubscriptionspoints tracking

    reporting

    knowledge advisorsgoals and

    measurementsincentives and rewards

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    Methods, Search, References, Proposals,Collateral, Software Source, Expertise Locator

    Repository of field-contributed documents

    containing insights & nuggets of knowledge

    Communities of people who come together toshare their knowledge on a common topic

    Project Profile Repository,Project Document Library, Contribution Wizard

    Secure collaborative workspaces for projectteams (including internal and external users )

    Assistance in using KM tools, searching for information, and any other KM support

    Knowledge N etwork Components

    SpecializedRepositories & Tools

    Knowledge Briefs

    Communities of Practice

    Project ManagementLibraries

    Project TeamCollaboration

    Knowledge Advisors

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    PEOPLE: KM Expectations

    The Technical Career Path (TCP) and ProgramManagement Career Path (PMCP) requireconsultants and program managers to shareknowledge by becoming knowledge contributorsand sharing experience on an ongoing basis

    Read documents and take self-paced training Big Picture Documents User Guides and WBT

    KM FAQ How to Record Time Spent on KM Activities KCR Expectations

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    1. Capture: Capture content and experience frombids and projects (project profiles, lessonslearned reports, bid/project documents, solutioncollateral/service kit content, knowledge briefs)

    2.Reuse: Reuse content and experience in bidsand projects (solution collateral/service kitcontent, lessons learned reports, bid/projectdocuments, knowledge briefs)

    3. Participation: Actively participate in at least onecommunity of practice, with special focus onsubscribing and posting to Forums

    PEOPLE: Employee KM Goals

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    PEOPLE: KM Stars Tell Their Stories

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    PEOPLE: KM Stars Incentive PointsSystem

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    PEOPLE: Innovation Incentive Program The primary objective is to increase the number and quality of

    Invention Disclosures submitted to the Legal Department, therebyresulting in more and higher quality patents and a stronger patentportfolio for HP

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    PEOPLE: Knowledge Advisors Application Consultancy

    Advise on using collaborative workspaces Advise on using the Knowledge Network

    Reusable Collateral Assist in locating reusable collateral Assist in searching for information to meet proposal deadlines or when

    the user is not connected to the HP network Connect to Knowledge Sources

    Assist in locating relevant knowledge sources Direct feedback to the right person within the KM team

    Knowledge Capture & Reuse Support

    Assist users in project profile creation Evaluate submitted project profiles, and follow up to improve quality Training & Communication and User Support

    Host webinars and walkthroughs on the Knowledge Network Communicate Knowledge Network information as appropriate Assist with collaboration and community usage

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    PEOPLE: Knowledge Advisors Page

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    PEOPLE: HP Professions Program

    : ro ess ons

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    : ro ess ons Example

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    PEOPLE: Social Networking

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    Flow

    Customer Engagement

    Roadmap

    Value to Customer Knowledge from HP/Outside HP

    Knowledge inRepositories and

    CollaborativeWorkspaces

    E x p

    l i c i t

    Knowledge in People T a c

    i t

    H P S e r v

    i c e s

    K n o w

    l e d g e

    O t h e r

    H P K

    n o w

    l e d g e

    CaptureInventReuse

    KM MeasuresReinforcing

    Behavior

    KCR Processand Policy

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    Identify Opportunity Opportunity Develop & Negotiate & Close Implement & Ensure Expand & Extend Develop & Propose Negotiate& Close Won& Deploy Won& Expand SellingStage

    RoadmapStage

    OpportunityCreation

    OpportunityEvaluation

    Development& Bid

    Negotiate& Close Delivery

    UnderstandCustomer ValidateOpportunity QualifyOpportunity

    SOAR Events OpportunityAssessment

    Approval

    BidApproval

    Ts & CsApproval

    ScopeChange

    Approval

    KeyDeliverables

    OpportunityProfile, LeadManager & Bid Sponsor

    OpportunityPlan & Initial

    Bid Plan

    Solution& Bid

    Contract& Order

    SOW/SLA Delivery,Scope Change,

    Risk Management,Up sell & Renewal

    Program and AccountReviews

    OpportunityQualification

    BidAssurance Win/Loss

    OS Account, Start-up,Delivery Status, Detailed

    Delivery & Closeout

    Win/LossReview

    Snapshot,Lessons

    Learned

    Close-OutReport

    SOW,Project Plan

    PROCESS: Customer EngagementRoadmap

    Project KM Content Project ProfileSOW,

    Project Plan Win/LossReview

    LessonsLearned

    Close-OutReportProposal

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    PROCESS: Knowledge Capture & Reuse

    W in/ Loss Lessons

    OpportunityCreation

    OpportunityEvaluation

    Development& Bid

    Negotiate& Close Delivery

    ProjectProfile

    Project Profile(new) Update

    ReuseReuse Reuse

    Capture

    W in/ lossLessonsLearned

    Close-outLessonsLearned

    Reuse

    S u b m i t

    Bid CollateralProject Profile

    (updated)

    S u b m i t

    Close-out LessonsDelivery Collateral

    W in/ Loss LessonsBid Collateral

    Project Profile(updated)

    S u b m i t

    Update

    ReuseReuse

    B e s t P r a c t i c e S h a r i n g

    Capture

    Reuse

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    Participation50%

    Capture80%

    Reuse45%

    PPR Usage20%

    Portal Usage40%

    PROCESS: KM Metrics Dashboard Capture

    The number of new projectsrecorded in the PPR as apercentage of all new projectsbooked. Goal: 80%

    ReuseThe average amount of projectcontent that was reused by newprojects entered into the PPR for this month. Goal: 45%

    PPR UsageThe number of employees whoreviewed one or more projectprofiles from the PPR this month,as a percentage of total C&Ipopulation. Goal: 20%

    Portal UsageThe number of employees who

    visited one or more practiceportals looking for official contentthis month, as a percentage of total C&I population. Goal: 40%

    ParticipationThe number of employees whoparticipated in the forums (either online or as a subscriber) thismonth, as a percentage of totalC&I population. Goal: 50%

    23%

    61%

    76%

    34%14%

    TECHNOLOGY: Overall KM

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    TECHNOLOGY: Overall KM Architecture

    The HPS KM environment is

    organized into 3 layers: Intranet sites Community portals Team collaboration spaces

    HPSTSG

    @HP

    Teams

    Communities

    Intranet

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    TECHNOLOGY: Knowledge Network

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    Knowledge Network A-Z Index

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    Engagement Knowledge Map

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    Engagement Knowledge Map(continued)

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    Simple Guide to KM

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    Knowledge Network Remote Access

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    Creating a WSS Team Space(continued)

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    Creating a WSS Team Space(continued)

    Wi d Sh P i S i

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    Windows SharePoint Services Project Team Space Example

    Wi d Sh P i S i

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    Windows SharePoint Services Internal Team Space Example

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    SharePoint Portal Server Provides support for Community of Practice spaces, and

    also for key knowledge repositories. Provides easy access to server-based secure spaces that

    are accessible from a web browser or the desktop.

    New functions can be added to the space and the home

    page is easily customized. Content can be added and managed by subject matter

    experts; no need for librarians or gatekeepers (althoughapprovals can be used).

    Sh P i t P t l S

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    SharePoint Portal Server Example Practice Portal

    Sh P i t

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    SharePoint:Industry Practice Portal

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    Project Profile Repository Each project we bid on, win and deliver should have a profile

    in the repository that can be readily searched, based onindustry, customer, or market offering Profiles are simple and easy to enter To create a profile, in the lower middle of the page under

    Adding a Profile click on Add an item Enter the information in the form Include contact information for more information on the

    project under Team List

    Enter as much information as is available, then click onSave and Close at the top of page

    f

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    Project Profile Repository

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    Project Profile Submission Form

    Project Profile Submission Form

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    Project Profile Submission Form(continued)

    Project Profile Repository

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    Project Profile Repository Browse by Country

    Project Profile Repository

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    Project Profile Repository Browse by Industry

    Project Profile Repository

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    Project Profile Repository Browse by Market Offering

    Project Profile Repository

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    Project Profile Repository Example of a Profile

    Project Profile Repository

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    Project Profile Repository Example of a Profile (continued)

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    Community Directory

    HP F Th d d Di i

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    HP Forums Threaded Discussions

    HP Forums

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    HP Forums Ad hoc threaded discussions Users can participate either by the Web or by email, and read by RSS

    Members interact with other people interested in a particular topic Ask questions, provide answers, share ideas, communicate trends There are forums for each of the Professions and Solution

    Communities, as well as many other subjects

    Web Thread Email Thread RSS Feed

    k h

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    Ask the Expert

    Knowledge Briefs

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    Knowledge Briefs

    Knowledge briefs are exactly that: short butdetailed snippets of information on a variety of topics, whether they be aspects of establishedtechnologies or overviews of the latest IT trend.

    The purpose of knowledge briefs is to shareinformation quickly, passing along insights, tipsand tricks, and other nuggets of knowledge toother HP employees.

    Awards are given to frequent knowledge brief contributors

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    Knowledge Briefs Viewer

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    Knowledge Brief Example

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    HP Global Method

    HP Global Method

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    HP Global Method HPS Methodology Catalogue

    HP Global Method

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    HP Global Method Process Library

    HP Global Method PM

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    HP Global Method PM Project Management Methodology

    HP Reference2Win Program

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    HP Reference2Win Program Submit a Win

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    Winning the Bid Forum and HPS

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    Winning the Bid Forum and HPSPodcast

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    HP Services Portfolio

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    HP MarketVision Market Research

    Online Access to IT & Business

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    Books

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    HP Virtual Rooms

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    Software: GDAS Reuse Portal and

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    CME IP Asset Catalogue

    Expertise Locator Find Consultant in

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    pResource Management MarketPlace

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    Knowledge Network News (monthly)

    Test your knowledge: Which Web 2.0

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    tool would you use for each of these?Share

    1. Publish your insights2. Tag your favorite web sites so that others can also benefitInnovate3. Improve upon a document with a group of colleagues4. Meet new people to brainstorm and develop new ideas

    Reuse5. Find market research to use in a presentation6. Link to the good ideas of thought leaders, and expand upon themCollaborate7. Ask for help from others8. Find people with similar interestsLearn9. Listen to an interview with an expert10. Find out what the consensus position is on a given topic

    W b 1 0 S h bl W b ( i l i i )

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    Web 1.0: Searchable Web (single starting point)

    Web 2.0: Threaded Discussions

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    HP Forums

    RSS Feed

    Email Thread

    Web Thread

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    Web 2.0: Wiki - HPedia

    Web 2.0: Blog - Knowledge Sharing

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    g g gWeekly

    Web 2.0: Podcast - HPS OnPoint

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    Web 2.0: Social Networking Sites

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    g

    Facebook

    me@hp

    LinkedIn

    W b 2 0 S i l B k k (lik d l i i )

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    Web 2.0: Social Bookmarks (like del.icio.us)

    W b 2 0 Vi t l W ld S d Lif

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    Web 2.0: Virtual Worlds Second Life

    Answers

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    Share1. Publish your insights - Blog

    2. Tag your favorite web sites so that others can also benefit - Social bookmarksInnovate3. Improve upon a document with a group of colleagues - Wiki 4. Meet new people to brainstorm and develop new ideas - Virtual world

    Reuse5. Find market research - Search engine 6. Link to the good ideas of thought leaders, and expand upon them - Blog Collaborate7. Ask for help from others - Threaded discussion 8. Find people with similar interests - Social networking site Learn9. Listen to an interview with an expert - Podcast 10. Find out what the consensus position is on a given topic - Wiki

    Web 2.0: Pligg (like Digg)

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    Web .0: gg ( e gg)

    Web 2.0: WaterCooler

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    Learning More: KM Home Pagehttp://stangarfield googlepages com/

    http://stangarfield.googlepages.com/http://stangarfield.googlepages.com/
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    http://stangarfield.googlepages.com/

    Learning More: KM Bloghttp://www hp com/blogs/garfield

    http://stangarfield.googlepages.com/http://stangarfield.googlepages.com/http://www.hp.com/blogs/garfieldhttp://www.hp.com/blogs/garfield
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    http://www.hp.com/blogs/garfield

    http://www.hp.com/blogs/garfieldhttp://www.hp.com/blogs/garfield
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