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Tips for knowledge base implementation

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Pablo Cesar Garcia Bonilla Construction Contracts Manager / Construction Manager| Green Soul Engineering San Jose, Costa Rica
Hi all,

I've proposed in my organization to build a shared knowledge base for PM work, I'm thinking on sometihng flexible to share any information in a kind of organized fashion.

For example I used OneNote to create linked pages with indices and links to files and internet pages. This is ok for my personal PC but I'm not sure for an organization (maybe much more than 100 people could be using the information).

It would be helpful to get some sugestions on systems other PMs are using for similar purposes. So thanks in advance to any who can share his/her experience on this.
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Pablo -

you might want to look at a true collaborative platform such as Confluence for this purpose, but before identifying a tool, define the objectives and the processes which the tool will support.

Kiron
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1 reply by Pablo Cesar Garcia Bonilla
Nov 22, 2018 8:10 PM
Pablo Cesar Garcia Bonilla
...
Kiron
Thanks for your two tips. I will 1) define objectives and processes and then 2) try Confluence.
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Pablo Cesar Garcia Bonilla Construction Contracts Manager / Construction Manager| Green Soul Engineering San Jose, Costa Rica
Nov 22, 2018 6:49 PM
Replying to Kiron Bondale
...
Pablo -

you might want to look at a true collaborative platform such as Confluence for this purpose, but before identifying a tool, define the objectives and the processes which the tool will support.

Kiron
Kiron
Thanks for your two tips. I will 1) define objectives and processes and then 2) try Confluence.
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MANSOUR THABET ALQUBATY System Controller| Teleyemen Sana'A, N/A, Yemen
Thanks Kiron for this information.
It is also can be link with JIRA (as they are from Atlassian).
BR,
Mansour
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Matjaz Mozetic CEO| LUXIM d.o.o. Sempeter Pri Gorici, Slovenia
I had a similar problem a few years ago (I was in construction business as well at the time). What I did was integrating various open source tools and frameworks (server side) to reach it.
If sharing and collaborating is all you need, I would start with Nextcloud (open source) and Nextcloud's web RTC plugin (for VOIP communications and conferences, real time collaboration), since it's multi-platform and works nice in all operating systems (server, desktop, tablet, phone).
My next step was integrating this platform with an ERP based PMIS (thus I had to develop it), where I've chosen Odoo (open source, community edition) as the framework to start from. So, the processes and knowledge areas are in the ERP part, the collaboration is in the collaboration tools more or less integrated with the ERP part.
It was time consuming and sometimes complicated, but in the long run - every action in my organization got tracked, registered, archived and the knowledge base gets bigger every day (sometimes every hour) and it was all worthy.
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1 reply by Pablo Cesar Garcia Bonilla
Nov 23, 2018 8:47 AM
Pablo Cesar Garcia Bonilla
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Matjaz, thanks for sharing your experience. Your aproach seems great. I will explore it in relation to the goals I'm setting for this implementation.
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Pablo Cesar Garcia Bonilla Construction Contracts Manager / Construction Manager| Green Soul Engineering San Jose, Costa Rica
Nov 23, 2018 8:06 AM
Replying to Matjaz Mozetic
...
I had a similar problem a few years ago (I was in construction business as well at the time). What I did was integrating various open source tools and frameworks (server side) to reach it.
If sharing and collaborating is all you need, I would start with Nextcloud (open source) and Nextcloud's web RTC plugin (for VOIP communications and conferences, real time collaboration), since it's multi-platform and works nice in all operating systems (server, desktop, tablet, phone).
My next step was integrating this platform with an ERP based PMIS (thus I had to develop it), where I've chosen Odoo (open source, community edition) as the framework to start from. So, the processes and knowledge areas are in the ERP part, the collaboration is in the collaboration tools more or less integrated with the ERP part.
It was time consuming and sometimes complicated, but in the long run - every action in my organization got tracked, registered, archived and the knowledge base gets bigger every day (sometimes every hour) and it was all worthy.
Matjaz, thanks for sharing your experience. Your aproach seems great. I will explore it in relation to the goals I'm setting for this implementation.
avatar
Keith Novak Tukwila, Wa, United States
Pablo,
If you think the information will be needed for a short time, convenient software is a good solution. If you think the information will be needed for longer, organization determines whether or not it's useful.

I've dealt with these issues from the work group level all the way up through the very large enterprise level, and a big part of the challenge is that once the amount of stored knowledge grows, it becomes more and more difficult to find what you need without knowing exactly what and where it is.

I would recommend a KISS (Keep It Simple Stupid) approach. Try not to scatter the info across too many places or it's more places for people to forget. Keep it organized so people know where to look. Keep the data relevant and manageable. This gets harder as you increase the scale but it becomes very important to reduce clutter as time goes by.

The single most annoying problem I have faced my entire career is having access to a vast wealth of information, where you can't find what you need, and what you can find is useless. 100+ people in your situation is enough for data entropy to progress quickly.
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1 reply by Pablo Cesar Garcia Bonilla
Nov 25, 2018 4:43 PM
Pablo Cesar Garcia Bonilla
...
Keith,
Thanks a lot for your valuable advice and for sharing your experience.
I've got clear is that I need to set the goals of my organization, identify processes and define a way to organize all information that could be included. The KISS approach will be an excelent tool to avoid very unncesarily complicated solutions.
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Drew Craig Sr. Agile & Product Coach| Vanguard Philadelphia, Pa, United States
You are referring to a Knowledge Management initiative within the organization. There are many considerations to be had when speaking of a true knowledge base.

From a project perspective, absolutely, centralizing content and having an established taxonomy will facilitate the availability and findability of related information.

Platforms such as Confluence or SharePoint will indeed help with this effort. But please be aware that simply adding a tool to your organization's repertoire does not provide a solution.

The right information, for the right people, at the right time, in the right context.
...
1 reply by Pablo Cesar Garcia Bonilla
Nov 25, 2018 8:15 PM
Pablo Cesar Garcia Bonilla
...
Andrew, thanks for your response.

I'm taking notes from all these comments. I'll point special atention to the organization and management of the knowledge base as I'll do to the specific platform or software.
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Sante Delle-Vergini, PhD Senior Project Manager| Infosys Melbourne, Victoria, Australia
I would say Sharepoint from what you describe.
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1 reply by Pablo Cesar Garcia Bonilla
Nov 25, 2018 8:19 PM
Pablo Cesar Garcia Bonilla
...
Sante,

Thanks for your response. My organization already use sharepoint but I feel it's kind of limitated in the way you can reach and relate information.
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Pablo Cesar Garcia Bonilla Construction Contracts Manager / Construction Manager| Green Soul Engineering San Jose, Costa Rica
Nov 23, 2018 4:54 PM
Replying to Keith Novak
...
Pablo,
If you think the information will be needed for a short time, convenient software is a good solution. If you think the information will be needed for longer, organization determines whether or not it's useful.

I've dealt with these issues from the work group level all the way up through the very large enterprise level, and a big part of the challenge is that once the amount of stored knowledge grows, it becomes more and more difficult to find what you need without knowing exactly what and where it is.

I would recommend a KISS (Keep It Simple Stupid) approach. Try not to scatter the info across too many places or it's more places for people to forget. Keep it organized so people know where to look. Keep the data relevant and manageable. This gets harder as you increase the scale but it becomes very important to reduce clutter as time goes by.

The single most annoying problem I have faced my entire career is having access to a vast wealth of information, where you can't find what you need, and what you can find is useless. 100+ people in your situation is enough for data entropy to progress quickly.
Keith,
Thanks a lot for your valuable advice and for sharing your experience.
I've got clear is that I need to set the goals of my organization, identify processes and define a way to organize all information that could be included. The KISS approach will be an excelent tool to avoid very unncesarily complicated solutions.
avatar
Pablo Cesar Garcia Bonilla Construction Contracts Manager / Construction Manager| Green Soul Engineering San Jose, Costa Rica
Nov 24, 2018 8:43 AM
Replying to Drew Craig
...
You are referring to a Knowledge Management initiative within the organization. There are many considerations to be had when speaking of a true knowledge base.

From a project perspective, absolutely, centralizing content and having an established taxonomy will facilitate the availability and findability of related information.

Platforms such as Confluence or SharePoint will indeed help with this effort. But please be aware that simply adding a tool to your organization's repertoire does not provide a solution.

The right information, for the right people, at the right time, in the right context.
Andrew, thanks for your response.

I'm taking notes from all these comments. I'll point special atention to the organization and management of the knowledge base as I'll do to the specific platform or software.
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