1. PUG 2019 Managing Patricia Knowledge
Blayne Peacock

2. What we will cover Different areas of knowledge
What the organization needs to retain
Who needs to know it and how to retain it

3. SECTION 1: Areas of Knowledge

4. Our Setup
WAN
RDS
Client
Client
SQL
MYOB

5. Areas of knowledge B2B data exchange Auto docketing SQL
Strategy / plan
B2B data exchange
Auto docketing
SQL
Upgrades/ testing
App
Financial
Data comparison / full text search
PCP
Patricia
Reports
Renewals/PIPS
Rules
IT infrastructure
Diary / name matrix
Server management / cloud monitoring
Batch
Templates
Advanced batch

6. SECTION 2: What to retain

7. Retention considerations
Is there capacity internally to retain the knowledge
Is there an external provider who you trust to retain the knowledge
Is there a contractual obligation on Patrix / PI to retain knowledge / provide support
Just in time / other timing considerations

8. SECTION 3: Who and how

9. Who can retain Partners or professional staff members Support Staff
External contractors
Patrix/PI

10. How to retain Youtube Online AI / chatbot help Documentation
Regular practice
Wiki/blog
Forum / shared experiences
Contact network of Patrix clients

11. Q&A

12. Thanks for attending!
Blayne Peacock