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ServiceNow Implementation Knowledge Management
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Workshop Day 1 Introduction & Roles Objectives & Outcomes
Current State Assessment Knowledge Management Best Practice Overview Brief introduction by the team members, and understanding roles in the workshops Brief overview of workshop deliverables and high level goals of each attendee Current state review, challenges, opportunities, controls and measures Level setting and overview of what Knowledge Management is, benefits, and roles & responsibilities Description Knowledge management allows users to create, edit, and view knowledge articles to share information across the organization. Knowledge articles are pieces of knowledge, such as a policy or release notes. Each article exists within a knowledge base, which is managed by one or more knowledge managers.
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Workshop Approach Understand how Knowledge Management can help your organization Understand the roadmap to get the most value out of Knowledge Management Document requirements and design based on workshop participation
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ServiceNow Enterprise Cloud
Security Operations Vulnerability Response Finance Customer Service Facilities HR Incident Marketing SERVICE MANAGEMENT Problem Legal Change SERVICENOW PLATFORM Field OPERATIONS MANAGEMENT Asset Application Logic Application Development User Experience More Risk Security Analytics Discovery CMDB BUSINESS MANAGEMENT Service Mapping Vendor Orchestration Audit Event Management Test Cloud Management Demand Financial Management Resource Project SDLC
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Process Review Lets review the process framework.
Don’t hesitate to ask questions.
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Knowledge Management Overview
Knowledge management is the process, by which an organization identifies, creates, manages, and delivers information to enhance workforce performance. The purpose of knowledge management is to provide information collected from individuals, best practices, clients, competitors and other sources in a format that individuals can use to improve productivity and the quality of their work. Knowledge can be in the form of documented knowledge and information or “content” (e.g. best practices, policies & procedures, news articles, applications, etc.) or internalized knowledge (e.g., communities of practices, SMEs, etc.).
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Knowledge Management Overview
Knowledge Management involves the following activities: Identify information needs of the various service management roles: Establishes what information is required and identify gaps between required and available information. Also, describes the methods to capture and approve knowledge Define responsibilities for various information types: Defines who is responsible for ensuring certain types of information are available and accurate Assess information within the Service Knowledge Management System (SKMS) for consistency: Maintains an SKMS information model and verify that different types of information are available as needed, there are no undesirable redundancies, and all required types of information are recorded as needed Improve structure and content of SKMS: Improves data structure and cross-referencing between certain types of information, improve ways in which information is presented and improve search functionality Ensure security of stored knowledge: Ensures that regular backups are carried out and information is protected to the required level
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Key Process Design Steps
The process design effort will need to include detailing the steps to be taken for managing information Identifying methods to submit knowledge Steps to review and approve knowledge Actions to be taken Chronological order of the actions, including accessing and updating the Service Knowledge Management System (SKMS) Responsibilities Time frames for completing the actions Required additional activities (e.g., documentation)
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Key Process Design Steps
Identifying information requirements What information is required by each of the other managed services? What data, information, and knowledge is critical to the performance of the workforce? What is currently available? Where are there gaps? How are these to be filled? What types of information need to be available? How should information be presented to be effective? How will information be gathered? How will users input information? How does content get created, submitted, approved and managed over time? Which activities are currently used to capture data? What is done to ensure these activities are efficient?
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Key Process Design Steps
Defining responsibilities for various information types How is the actual KM organization structured? Roles and responsibilities? What roles will be responsible for recording information in the SKMS? Should Communities of Practice be organized? Other forms of Collaboration? How should these operate and how should they be managed? Who will be responsible for ensuring information is available and accurate? Who “owns” the content? Assess information within the SKMS for consistency How will the availability of relevant, unduplicated information be assured? How will information controls be managed to ensure consistency of data? Improve structure and content of SKMS How should the content be organized so it can be easily found and retrieved? How is the content stored? How are content items referred or “linked” to each other? How is content usage encouraged or ensured? Ensure security of stored knowledge How is security and access handled? How is recovery?
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Process Design: Roles & Responsibilities
There are a number of roles identified in supporting and participating in the Knowledge Management process. These following roles play a key part in managing Knowledge Management: Role Description Any Role All users with at least one ServiceNow role can create and edit knowledge articles. Some knowledge bases may limit this to only certain users. Knowledge knowledge Users with the knowledge role can contribute to the default knowledge base and access the Knowledge application menu Knowledge Manager Knowledge managers perform administrative functions for knowledge bases they manage such as defining categories, pinning important articles, and approving changes to articles. Users selected as managers of a knowledge base receive this role automatically. Knowledge Administrator Knowledge administrators can manage the default knowledge base. Admin Administrators create new knowledge bases, configure knowledge workflows, set knowledge properties, and manage knowledge forms and homepages.
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Process Design: Sample Metrics
Metrics for this process include: Percent of incidents and problems categorized as "lack of knowledge" Average number of accesses to the knowledge management system Size of knowledge management system Ratio of solution creation versus reuse umber of accesses per knowledge item Percentage first contact resolution External customer satisfaction ( Users) Internal customer satisfaction (Knowledge Domain Experts and Solution Writers) Number and percentage of entries in knowledgebase flagged for review Incident ticket creation and resolution or handoff cycle times Percentage of incidents resolved with Knowledge Management Process
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