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Knowledge Management Practical Ideas and Practical Ideas and Approaches Approaches Maryanne Ward, PACCAR Technical Center [email protected] 12479 Farm to Market Road Mount Vernon, WA 98273 360-757-5402 Accessing International Transportation Resources Worldwide July 2001, St. Petersburg, FL

Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center [email protected] 12479 Farm to Market Road Mount Vernon,

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Page 1: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Knowledge ManagementPractical Ideas and ApproachesPractical Ideas and Approaches

Maryanne Ward, PACCAR Technical Center

[email protected] Farm to Market RoadMount Vernon, WA 98273

360-757-5402

Accessing International Transportation Resources

WorldwideJuly 2001, St. Petersburg, FL

Page 2: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

The Context

Page 3: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Selected Projects

• Standards HarmonizationStandards Harmonization

• Graphic SymbolsGraphic Symbols

• Engine EmissionsEngine Emissions

• Incident ReportingIncident Reporting

Page 4: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Consider in context of...

•Management

•Organizational/cultural aspects

•Technologies

•Employee acceptance/involvement

Page 5: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,
Page 6: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Corporate Standards Expertise Group

Charter

...to focus on concepts, approaches, and methods to create, capture, maintain, control, distribute, and translate knowledge and data into global standards...

Page 7: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Standards Harmonization Expertise Group

Page 8: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Standards HarmonizationKey Issues/Challenges

Management

Directive from top, few specificsInitially one mid-level “manager-champion”Investment level varied widely among unitsUse of experts’ time an issueExisting structures varied widelyPro-active vs re-active (czar vs support)Budget

Page 9: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Standards HarmonizationKey Issues/Challenges

Organizational/Cultural

Widely differing philosophiesAuthorityGovernance“Committee” vs “representatives”Varying technical competenceWho are “key experts”Verbal/written communication skillsTradition of division independenceNits

Page 10: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Standards HarmonizationKey Issues/Challenges

Technical

Content expertiseCommunications/collaborationExpensive software tools unnecessaryDatabase/publishing/docmgt/web skills already in placeISO standards guidelinesLibrary licenses external standards, provides crucial research

Page 11: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Standards HarmonizationKey Issues/Challenges

Employee Acceptance

Involved “right” people from startEstablished open processSlow but thoroughService orientationCSEG members worked with own unitCollaborate rather than dictate

Page 12: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Standards HarmonizationKey Issues/Challenges

Results to date

Per mgt, satisfactory number of standardsSturdy platform for futureBest knowledge globally appliedStandards called out on drawings, PO’sStandards Engineer role improvedHelp sought by Manufacturing/CAD/CAMSlow but steady; institutionalizedViewed as “umbrella” for enabling

Page 13: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Graphic Graphic Symbols

Symbols

Page 14: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Graphic Symbols Low human, high tech

Page 15: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Graphic SymbolsKey Issues/Challenges

Management

No actual directive - bottom upWeak interest but no oppositionOK as “spare time” projectStandards Group crucial to “make happen”

Page 16: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Graphic SymbolsKey Issues/Challenges

Organizational/Cultural

•Grew out of annoyance, “bottom up”•Very low priority--took about two years•Weak planning•“Right” people not involved at start•Governance•“European” knowledge crucial, but weak involvement initially

Page 17: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Graphical SymbolsKey Issues/Challenges

Technical

•Poor mix of skills initially•Varying formats, different CAD systems•Multiple symbols for similar application•Large unmanageable Word file•Database created late in process •Crucial ISO standard revised midway•Technical Library support crucial

Page 18: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Graphical SymbolsKey Issues/Challenges

Employee Acceptance

•Positive so far - saves hassle, time•Crucial buy-in from key UK ergonomist•Governing document approved•Attention procured! Now want changes•Full implementation will be slow•Transition will need to be managed

Page 19: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Emissions Low tech, high Emissions Low tech, high humanhuman

Engine Engine

suppliers

suppliers

accessory

accessory vendorsvendors

O.E.M.O.E.M.

supplierssuppliers

Page 20: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Emissions

Page 21: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

EmissionsKey Issues/Challenges

ManagementHighly directive, specific, and ongoing

OrganizationalComplex: Multiple players, “insiders/outsiders”

TechnicalWeb skills, esp. homepage as a “portal”Secure permissions from IT group

Employee AcceptanceHigh efficiency, lowers annoyance, promotes openness

Page 22: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Incident Reporting High tech, High Incident Reporting High tech, High humanhuman

Page 23: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Incident ReportingKey Issues/Challenges

Management

•Directive from client •Had to react, but how? •Formed team•Gave directives at crucial moments•Provided budget

Page 24: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Incident ReportingKey Issues/Challenges

Organizational/Cultural

•Low consensus•“Best way is my way”•No cohesive existing group•Low team skills•Low cross-group leadership skills•Little experience with workflow cross-group approaches

Page 25: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Incident ReportingKey Issues/Challenges

Technical

•Good basic software•Not just software! Cameras...•Low experience with databases•End users dispersed geographically - had to be trained

Page 26: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Incident ReportingKey Issues/Challenges

Employee Acceptance

•Low at our end; high at client end•After two years, OK all around•Method now used for similar applications

Page 27: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Keys to Success• No strong management oppositionNo strong management opposition

• Base on cost/benefit, real needBase on cost/benefit, real need

• Right players, right skills, right Right players, right skills, right timingtiming

• Approach depends on nature of Approach depends on nature of info + end-useinfo + end-use

• Foster “open” cultureFoster “open” culture

• Team & enabling skills crucialTeam & enabling skills crucial

• AnticipateAnticipate

• CommunicateCommunicate

• Use librarians’ info mgt skillsUse librarians’ info mgt skills

Page 28: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

“Knowledge Management isthe discipline concerned with how an organization's intellectual assets are exploited for greater productivity and increased competitiveness”

From: Kent State University course description

Page 29: Knowledge Management Practical Ideas and Approaches Maryanne Ward, PACCAR Technical Center maryanne.ward@paccar.com 12479 Farm to Market Road Mount Vernon,

Knowledge ManagementPractical Ideas and ApproachesPractical Ideas and Approaches

Maryanne Ward, PACCAR Technical Center

[email protected] Farm to Market RoadMount Vernon, WA 98273

360-757-5402

Accessing International Transportation Resources

WorldwideJuly 2001, St. Petersburg, FL