Reprinted from the May 2002 issue of "Lexpert, the business magazine for lawyers." Used with Permission

Cashing in on your KM Investment
by Dan C. Felean  |  Printer Friendly Version

Anyone who has taken on a knowledge management (KM) project in a law firm knows that creating an effective process is easier said than done. The grander the scale of the project, the more likely it will encounter obstacles. With experience, KM professionals have realized that knowledge management is more of a people-centric process than an information management project. Success is determined by the vigorous participation of the majority. Therefore focusing on how the individual interacts with knowledge is essential.

When the individual is a busy lawyer, there are additional challenges. Any KM process that requires additional time and effort from the professional or interferes with the way he or she works will reduce the likelihood of participation. A law firm needs to think through every step of the process to consider how to make it evident, easy and natural for the individual to participate.

Connecting People to Knowledge
The return on investment (ROI) in knowledge management comes from connecting people to the key information and expertise they need, when they need it. After you invest the substantial time and effort necessary to create a valuable repository of knowledge (notes, precedents, expertise, etc.), how can you be sure that your lawyers will notice, find and use what is there?

One would think that delivering the information to lawyers would be the easy part. After all, lawyers are trained to work with multiple reference tools. Yet gaining acceptance for a new source of knowledge can be difficult.

Building a reservoir of knowledge is not enough. If you assume that lawyers will treat an internal knowledge base like any other library resource, you may miss the mark. This new source of information has to compete for the lawyer’s attention along with many other sources.

So, after you launch the knowledge system and distribute the memo, don’t be surprised that most people will revert to old habits unless they are consistently reminded of new resources. This is not the fault of lawyers. We all tend to forget about a new resource unless it is proximate and evident in our daily routines.

Also, unlike a published reference book, your knowledge base is dynamic and constantly growing with the experience of the firm. What if a lawyer checks the new source and sees nothing immediately useful? Will he or she remember or bother to check again for new information?

Notification Connects the User
A dynamic knowledge management system needs a built-in notification system that advises users of new relevant contributions as they are posted. It is not enough to simply file new knowledge in a database. To tap the full potential of your knowledge initiative, users need to be immediately notified.

A notification system is different from a delivery system. The role of a notification system is to unobtrusively alert users to newly posted information, precedents, knowledge notes, etc., that are relevant to their area of practice or interest. It leaves the information in the knowledge base where it is classified and categorized for long-term use. Much like a notice in an extranet, it says “There is something you should see on this topic, so go to this area to view it.” However it does not clutter your system with that information, it simply points to it.

So, what are the right circumstances that facilitate vigorous lawyer contribution and participation in the KM process? Let's look at the four most important factors: Timeliness (When), Proximity (Where), Simplicity (How) and Payback (Why).

Knowledge Feeds and Subscriptions
Even a knowledge notification sys