Soar Technology Knowledge Management System (KMS)

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1 Soar Technology Knowledge Management System (KMS) A system that will capture information and make it accessible to the staff in the form of meaningful knowledge. This project will consist of various systems and new organizational processes to manage the influx and utilization of information. 1 Goals Intelligently manage the discovery, generation, codification, dissemination, and utilization of explicit information Capture implicit knowledge and expertise that exists within individuals Provide a meaningful and usable way to access this accrued knowledge 2

2 How do we accomplish these goals? Technology must support, not supercede face-to-face human interactions. Informate as well as automate information tasks. Embed KM tasks into everyday workflow. Provide a one-stop portal for all information tasks within the organization. 3 Design Process Interview staff member and identify problem areas in information usage. Identify key system components. Audit existing tools and resources. Select tools and define processes to address problem areas. Create an information architecture that integrates solutions into a unified system. Obtain, customize, and implement tools within information architecture. Develop a system for annotating information with unique staff knowledge. Create an ontology to classify the knowledge contained within the system. 4

3 Design Process cont d Interview staff member and identify problem areas in information usage. Identify key system components. Audit existing tools and resources. Select tools and define processes to address problem areas. Create an information architecture that integrates solutions into a unified system. Obtain, customize, and implement tools within information architecture. Develop a system for annotating information with unique staff knowledge. Create an ontology to classify the knowledge contained within the system. 5 System Components Intellectual property, admin document, and tools repositories Source code repository (CVS and Sourceforge) Literature search portal Reference citation bibliography discussion subscriptions and archives Groupware (Shared calendars and instant messaging) Client relationship management (CRM) system Accounting Database Project extranets Public website and Soar Community web portal 6

4 30,000 Foot View W W W Soar Community Website Firewall Extranet Selected Info Project Info Intranet Groupware Admin Intellectual Property Citation Biblio Lit-Search List Archive Source Forge CVS Accounting Contacts Database (CRM) 7 30,000 Foot View W W W Soar Community Website Firewall Extranet Selected Info Project Info Intranet Groupware Admin Intellectual Property Citation Biblio Lit Search List Archive Source Forge CVS Accounting Contacts Database (CRM) 8

5 Intranet Intranet Prototype Design Sketches 9 Document Repository Prototypes Web-based document management [internal] Searchable index [internal] Design Sketches 10

6 Literature Search Prototypes Design Sketches Citation Reference Database [internal] WIKI test [internal] 11 Short-term Goals Integrated intranet portal Document Repository and Literature search component Re-work Sourceforge to better fit software development processes Define qualitative and quantitative success metrics and run periodic checks 12

7 Medium-term Goals Client Relationship Management Proposal writing process and document management 13 Long-term Goals Develop an semantic web for internal resources Develop a Soar Community Introduce enterprise-level accounting, job tracking, and financial reporting software 14

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