ITIL 4 Practice Guide CM Knowledge Management
ITIL 4 Practice Guide CM Knowledge Management
ITIL
This document provides practical guidance for the knowledge management practice.
Table of Contents
1. About this document 5. Information and technology
the practice’s processes and activities and their roles in the service value chain the organizations and
Key message
The purpose of the knowledge management practice is to maintain and improve the effective, efficient, and convenient use of information
and knowledge across the organization.
The knowledge management practice is a way of transforming information and organizational intellectual capital into persistent value for
employees and service consumers. This practice aims to provide the right information to the right people at the right moment to build an
evolutionary environment where:
people are eager to learn new knowledge, unlearn old knowledge, and gain and share their experience and insights
This is achieved by establishing integrated and systematic processes for knowledge asset management, building a high interoperability
knowledge environment and empowering people to develop and share knowledge. This includes knowing and using modern technologies,
data/information/knowledge management methods, approaches for training and mentoring according to the organizational vision and needs.
The knowledge management practice contributes to every component of the ITIL service value stream. This practice incorporates the following
premises:
Knowledge is processed and used in the context of value streams. This practice is integrated into value streams and ensures that
information is provided effectively and on time to meet the stakeholders’ expectations.
This practice should focus on discovering and providing high-quality information (available, accurate, reliable, relevant, complete, timely,
and compliant in a defined scope).
Organizations should define and agree the definitions and taxonomy for the knowledge management practice to gain effective outcomes.
These definitions may vary depending on the type of data involved and the industry.
Valuable knowledge for decision-making may be obtained from outside of an organization, as well as from inside. This may include information
from articles and posts in social and corporate media; data from surveillance and web cameras, audio recordings, and Internet of Things (IoT)
devices. Much of this data is unstructured2.
Big data management systems have emerged to work with the huge volumes of raw and often unstructured data, and to analyse it for
predictive insights. Big data analytics (BDA) introduces both challenges and opportunities for knowledge management3.
Big data is often defined by three words, known as the 3Vs of big data: volume, velocity, and variety. However, there are more Vs available, for
example value, veracity, validity, and so on. The first 3 Vs are essential to understanding whether an organization is dealing with big data or
more traditional forms of data.
One of the Vs is variety; which is the range of sources and the formats of the raw data, and the criteria that may impact the knowledge
management practice the most as it represents the challenge that big data brings to the practice. A variety of sources results in both a
technical challenge and a risk to the veracity and validity of the connected data.
To be able to trust the analysed information and accept potential knowledge, the techniques and algorithms used for connecting data need to
be carefully verified and validated.
The value of data, information, and knowledge is determined by the outcomes that it produces for stakeholders and consumers. Knowledge
does not have an intrinsic value. Knowledge should be only be considered valuable and effective when it leads to the desired outputs and
outcomes. Outcomes may be assessed in terms of the organization’s goals and strategy, consumer satisfaction, improved practices, and so on,
depending on the context4.
1 Mikhailava, I., (2011). Absorptive capacity: towards a practice based view. PhD, Lancaster University Management School, Lancaster, UK.
2 L. Uden et al. (Eds.), (2014). Knowledge management in organizations, Santiago: Springer International Publishing pp. 1–10
3 Crane, Lesley & Self, Richard. (2014). Big Data Analytics: A Threat or an Opportunity for Knowledge Management? [Accesses on 28/10/2019]
https://www.researchgate.net/publication/265531901_Big_Data_Analytics_A_Threat_or_an_Opportunity_for_ Knowledge_Management
4 https://www.forbes.com/sites/stevedenning/2012/05/31/ten-things-you-need-to-know-about-managing-
knowledge/#bf6da2d118f2 [Accessed on 28/10/2019]
Knowledge asset
This is an organization's specific information resource that is important for that organization's operations and value co-creation.
The knowledge management practice adds a knowledge focused view on an organization’s information sources and assets. From this
perspective, information assets are evaluated and managed as knowledge assets. The importance of knowledge assets can be characterized by
its criticality, rarity, and appropriability:
Critical knowledge assets have a significant impact on an organization’s performance and strategy realization.
Rare knowledge assets are hard to find and hard to replace in the event of a loss.
Appropriate knowledge assets can be transferred from one organization to another without a significant loss in value.
The knowledge management practice aims to identify the most important knowledge assets across the organization and ensure that they are
effectively managed and utilized (see section 3.2.3 for details). It is also important to ensure that an organization’s knowledge assets are
effectively integrated into a knowledge management system, where information can be accessed and used in the most effective and efficient
way.
Usually, organizations use multiple independent and dependent, internal and external data sources (databases, clouds, and so on) for
knowledge management. An organization’s knowledge management system should consider multiple heterogeneous, autonomous, and
distributed data sources, and provide high interoperability across multiple information sources. This depends on the architecture of the
information and supporting information systems (see the architecture management practice guide), but also requires agreed process and
standards for information and knowledge asset management.
An organization’s knowledge management system consists of knowledge assets and information management systems, including, for example,
configuration management database, reports and monitoring records, tickets system storage, financial reports, and other repositories. These
repositories are handled as part of the respective practices such as: portfolio management, service financial management, IT asset
management, service catalogue management, and so on. These repositories are managed according to the common approach defined in the
knowledge management practice to ensure high interoperability and the effective use of information across the organization.
The socialization, externalization, combination, internalization (SECI) model of knowledge dimension was developed by Ikujiro Nonaka and
refined by Hirotaka Takeuchi. It is used to described knowledge sharing and the transformation process at any level of an organization.
Explicit knowledge can be transferred to others, codified, assessed, verbalized, and stored. It includes information from books,
databases, descriptions, and so on.
Tacit knowledge is difficult to transfer to others, difficult to express, codify, and assess. It is based on experience, values, capabilities,
and skills.
The SECI model identifies four ways of how knowledge is combined, transferred, accepted, and shared.
Socialization Sharing knowledge face-to-face or A specialist could share their ideas based on his/her technical experience from
(tacit to tacit). through experiences, such as coaching, previous cases with peers during an incident or problem
meetings, and so on. investigation.
Externalization Describing the experience or A specialist documents a solution in a knowledge base article, or a manager
(tacit to formulating the process/guidelines. describes a procedure for
explicit). the team to follow.
Combination Combining, analysing, and presenting A vendor’s solutions are published, assessed, and adopted in the organization’s
(explicit to data from inside and outside an solution base.
explicit). organization to form new knowledge. ITIL best practice recommendations are adopted by the organization and
included in their practice guidelines. This can be supported by
large-scale databases and AI.
Internalization An individual develops their knowledge A specialist develops his own routine by systematically following the
(explicit to independently or through formal organization’s guidelines and vendor recommendations in the diagnosis and
tacit). training. repair of a configuration item, or by attending formal training.
The development of knowledge is
transformed into organizational
knowledge assets.
The use and exchange of knowledge is a continual process. Figure 2.1 includes a spiral to represent the continuity and evolution of knowledge.
Knowledge sharing supports organizations and individuals by providing them with data for data-driven decisions. It also helps to accumulate,
combine, and share knowledge to make insight-driven decisions.
Figure 2.1 The development of knowledge sharing
2.2.5 Data-driven and insight-driven decisions
An organization’s existing knowledge system is a key factor in the development of new knowledge. Data is at the core of the personal and
organizational decision-making process and evolution. Yet, data is not the only source of knowledge used in decision-making. In fact, the term
data-driven often implies that data equals or includes insight6.
If data is assembled from facts, statistics, quantities, symbols, and so on, the exclusive use of a data-driven approach may limit an
organization’s potential to evolve and prove to be unwise7. The reasons for this include:
Data is merely a partial reflection of reality. The interpretation of the data relies heavily on an individual’s experience. Different people
can come to different conclusions based on the same data, or to the same conclusion based on different data.
Any amount of data is still insufficient. There is always missing data. Sometimes the missing data is irrelevant for the decision, sometimes
it is extremely important.
Certain data needs to be interpreted by an individual who possesses the relevant expertise, and who has the motivation and ability to
learn and use the data8. Otherwise, the data may not bring enough or any value.
The available knowledge may limit innovations. There is a risk of functional fixedness, where the adopted patterns and context prevent
individuals from acting in a creative manner. Instructions and habits may create biases about situations and objects. Many people find it
hard to overcome biases, making it difficult to find new perspectives and develop innovative ideas.
Too much overlapping or conflicting data may cause overthinking and lead to conclusions too complex or made too late. This is
sometimes referred to as analysis paralysis.
Insight is the ability to gain an accurate and deep understanding of a subject. It may be interpreted as knowing and feeling the underlying
nature of things. Insights are a result of human intelligence (emotions, experience, and feelings). Insights are a supplementary component of
the data and are a result of an individual’s experience and personality. Thus, the greater the experience and expertise of an individual, the
more useful their insights will be9. Insights cannot be completed by artificial intelligence.
For an organization to become insights-driven they must use all four methods from the SECI model to work with knowledge and focus on both
tacit and explicit information.
Techniques such as ALOE (asking, listening, observing, empathizing) and the development of emotional, social, and system intelligence,
support an organization’s performance and evolution1 (see the organizational change management practice and the relationship management
practice for more information).
managed, each time an individual leaves an organization there will be a loss of valuable knowledge, or possibly a security breach.
The knowledge management practice aims to create an environment where it will be possible to discover who knows what, who needs to know
what, how the organization may benefit from the individuals’ knowledge, how to make it sharable, and how to respect the individuals’ privacy.
Code of conducts, ethical concerns, and inspiring people to transform tacit knowledge into explicit can support these objectives.
Key message
Dave Snowden has proposed a series of knowledge management principles that can help in dealing with employees’ knowledge across the
organization. They include10:
You cannot make someone share their knowledge as you can never measure what they know.
The way we know things is not the way we report we know things.
No matter how experienced and capable a person is their possibilities are still limited. Diverse teams build a stronger knowledge system when
they cooperate and collaborate openly. The greater the team’s diversity in terms of background, perspective, culture, and education, the
greater the opportunity for decisive action. Generally, a homogeneous team is more efficient but less creative.
One method to increase a team’s diversity is to empower social networking both inside and outside the organization. Virtual connection and
knowledge exchange may help to overcome the limits caused by location, organizational structure, and culture.
Social networks may be used as one of the tools to support the knowledge management practice and collaboration inside and outside an
organization. It also can be supported by mobile technologies, sensors, and notification systems to build systems of awareness. For example,
smart offices where a screen shows the location of other employees and if they are available for a meeting with a colleague11. Social networks
help to create communities of knowledge or practices, that may improve knowledge exchange within teams and organizations. Social networks
also reveal the knowledge that an individual possesses and who can be approached in each situation.
When building social networks and engaging people in the knowledge management practice, it is vital to consider ethical concerns and the risk
of interruptions caused by the exposure of knowledge. (For more information about ethics please see section 3.2.1.1 of ITIL® 4: High-velocity IT
The knowledge management practice, together with the workforce and talent management practice, aims to motivate and facilitate employees
to discover new, develop, enhance, and better use their capabilities. The learning capabilities of an organization should be driven by business
needs, values, and priorities. Learning in an incremental and agile way is important for modern development teams. It may be beneficial to
transition from an annual training calendar, to scheduling training and development programmes when required. In relation to training,
organizations should also prioritize competencies for effective knowledge usage.
Employees should be taught to discover and process information in the most efficient and valuable way.
Even when the most modern technologies and digital inventions are used for the knowledge management practice, there is still a risk that
critical data will be underutilized due to the lack of skills in processing and managing the information. These skills need to be developed as they
do not emerge alongside the fast evolution of data management technologies.
The integration of technology between service consumers and service providers creates an immense amount of unstructured and structured
data in operational activities. This data, if used properly, has a potential to maximize stakeholders’ value, improve organizations’ performance,
increase meaningful user and customer journeys, and strengthen enduring relationships. For example, the analysis of information requested
by users can help organizations identify areas where the user journey may be improved or identify areas for additional training or instruction.
Relationships between service consumers and service providers may involve various levels of integration and formality (see Table 3.1 of ITIL®
Foundation: ITIL 4 Edition for more information about relationships between organizations). Whether or not a service consumer’s
representatives are directly involved in the service provider’s knowledge management activities depends on the level and form of the service
relationship.
The knowledge management practice together with the portfolio management, strategy management, and service level management practices
aims to design methods that will be used to capture, store, access, and analyse data regarding service consumers to improve sales, consumers
retention, and engagement (For more information about the service consumers’ journey, see ITIL® 4: Drive Stakeholder Value).
2.3 SCOPE
The knowledge management practice supports all value streams and can be used with any other practice as they all create and use data and
knowledge. The knowledge management practice includes data/information/knowledge collection, research, processing, analysis,
improvement, presentation, and technical assistance. This practice is also aligned with training, skills development, learning, as well as
innovation and research initiatives. The scope of the knowledge management practice includes:
Establishing an organization wide environment for effective information exchange and knowledge management, including culture,
techniques and procedures, and tools and skills.
Understanding knowledge assets and providing recommendations for their effective management and use.
Discovering and providing information on demand, where no readily available knowledge is available.
Table 2.2 Activities related to the knowledge management practice that are described in other practice guides
Activity Practice guide
Implementation of knowledge management methods and Relationship management Organizational change management Workforce
tools at all levels of the organization and talent management Strategy management
Continual improvement
Project management
Change of IT infrastructure related to the knowledge Change enablement Release management Business analysis Deployment
management digitization management
Software development and management Service validation and testing
Portfolio management
Service catalogue management
Service configuration management
A complex functional component of a practice that is required for the practice to fulfil its purpose
A practice success factor (PSF) is more than a task or activity; it includes components from all four dimensions of service management. The
nature of the activities and resources of PSFs within a practice may differ, but together they ensure that the practice is effective.
2.4.1 Creating and maintaining valuable knowledge and transferring and using it across
an organization
The culture of effective knowledge sharing and application is a system of beliefs, attitudes, values, and expectations shared by people in an
organization about knowledge, including data and information. It determines the people’ ability to identify, understand, use, analyse, learn,
unlearn, transfer, present, and discuss information in a way that supports an organization’s vision and strategy.
The knowledge management practice describes techniques and tools that can only be effective when used within the correct cultural context,
in the correct way, at the right moment, and with commitment from the stakeholders. The knowledge management practice culture varies
between organizations and may be a source of a competitive advantage. When developing a knowledge transfer strategy and culture, an
organization should find a way to overcome each of these barriers according to its needs.
The culture of knowledge transfer can be established by stressing the value and importance of sharing knowledge and creating an open
atmosphere both within and across the teams. In essence, an organization must create a work environment that encourages people to:
task questions
help people overcome their fear of judgement when asking or documenting data
help people overcome their worry about being replaced if they share knowledge
set a priority for sharing knowledge in a complicated operational routine (due to a lack of time or meeting places for sharing).
This change in culture will not only impact internal relationships but will also affect cooperation with service consumers, partners, and
suppliers.
It is important to use such practices as workforce and talent management, organizational change management, relationship management,
strategy management, continual improvement, and supplier management to assist the knowledge management practice with establishing a
culture of effective knowledge sharing and application.
According to surveys results12 there are three important areas where information systems should be used to improve decision-making:
getting the right information at the right time
The quality of information is also vitally important for the knowledge management practice. There are several factors which affect the quality
of information, that should be considered when designing and maintaining knowledge management systems13:
errors in the information collected (for example customers or employees enter inaccurate data, service desk agent enter incomplete data
to save time), data collection design (for example asking the wrong questions or the wrong respondents)
information from different external and internal systems are not aligned in the entry standards and format
potentially valuable information is not shared and is lost in an organization’s unstructured data
Information about the past is available through databases, web-based resources, and other data sources. To predict the future, those making
decisions should rely on an insight-based approach, which uses intuitive and
12 Xu J., Quaddus M. (2013) Using Information Systems for Supporting Decision Making. In: Managing Information Systems. Atlantis Press, Paris
13 Mayer & Schaper 2010; Chui & Fleming 2011; Bloomberg Businessweek Research Services 2011 Milley & Wood 2010; Haag, Baltzan &
Phillips 2008, p. 388
Information Systems that Really Support Decision-Making by Gio Wiederhold, Journal of Intelligent Information Systems March 2000, Volume
14, Issue 2–3, pp 85–94
creative thinking, combined with forecasting tools and intelligent data analysis. These tools may also assess the effects of alternative decisions.
The knowledge management practice is crucial for the shift-left approach, that can support, for example, the incident management, service
request, service validation and testing, and release management practices.
Within these practices the knowledge management practice is an input for the shift-left approach.
The knowledge management practice should identify improvement opportunities for the knowledge management system, processes, tools, or
other resources, with the aim of improving the practice and the associated stakeholders’ experience.
It is important to ensure that improvements are not only initiated but also effectively implemented. An approach to implementing
improvement is described in the continual improvement practice guide. It is also important to use multiple practices in the context of value
streams to maintain the momentum of continual improvement.
Table 2.3 Examples of key metrics for the practice success factors
Creating and maintaining valuable knowledge and transferring and Compliance of the knowledge management practice culture with
using it across an organization formally stated requirements
Stakeholders’ satisfaction with the knowledge management practice
culture adoption and acceptance
Absorption capacity
Adoption of the knowledge management practice across the
organization
Effectively using information to enable decision-making across an Stakeholder satisfaction with the informational support for decision
organization making
Compliance of information with formally stated requirements,
according to audit reports
Information quality (accuracy, completeness, consistency, uniqueness,
and timeliness)
Knowledge management tools effectiveness
Users’ satisfaction with knowledge management tools
There are several methods for measuring an organization’s intangible assets which can be applied to the knowledge management practice14.
The correct aggregation of metrics into complex indicators will make it easier to use the data for the ongoing management of value streams,
and for the periodic assessment and continual improvement of the knowledge management practice. There is no single best solution. Metrics
will be based on the overall service strategy and priorities of an organization, as well as on the goals of the value streams to which the practice
contributes.
improve
The contribution of the knowledge management practice to the service value chain is shown in Figure 3.1.
Figure 3.1 The contribution of the knowledge management practice to the service value
chain
3.2 PROCESSES
Each practice may include one or more processes and activities that may be necessary to fulfil the purpose of that practice.
Process
A set of interrelated or interacting activities that transform inputs into outputs. A process takes one or more define inputs and turns them
into defined outputs. Processes define the sequence of actions and their dependencies
building and the continual improvement of the organizational culture that enables valuable knowledge usage and transfer
identifying the way to create and transfer knowledge and manage knowledge assets (tacit to explicit, structured and unstructured).
When developing the principles of the knowledge management practice culture and building the knowledge management capabilities, an
organization should consider all four dimensions of service management as well as external factors. (See ITIL® Foundation: ITIL 4 Edition,
Chapter 3 for more information.)
Table 3.1 Inputs, activities, and outputs of establishing and maintaining the knowledge
management environment process
Key inputs Activities Key outputs
Figure 3.2 Workflow of the establishing and maintaining the knowledge management
environment process
Table 3.2 Example of activities for management of nurturing organizational culture of
knowledge usage and sharing process
*Requirements and recommendations for knowledge
management for relevant industries (like GDPR, ISO 30401, ISO 900, and so on)
Activity Example
Understand current Knowledge manager together with management team, service owners, and others relevant to the stakeholders
culture of knowledge review and analyse:
usage and knowledge
sharing Organizational information and knowledge flows
Results and progress of knowledge management practice improvement and requests for knowledge
management improvement from other practices
Other information that may help to understand if the organization knowledge management is up to date and
meets the needs of the organization
This is done regularly (interval-based, for example once or twice per year) or as a response to a significant change
of the inputs (event-based).
The knowledge manager with the support of the management team nominates people and assigns the roles of the
knowledge management team members.
Review external and The knowledge manager and knowledge management team members continually review and analyse:
internal requirements
and factors of External factors that impact knowledge system
influence
Available emerging practices for data, information and knowledge management
Requirements and recommendations for knowledge management for relevant industries (like GDPR, ISO
30401, ISO 900, and so on)
Optimize response and Based on the outputs of the previous steps, the knowledge manager together with the knowledge management
identify improvements team members should identify the optimal response of the knowledge management approach to organizational
strategy. (It is important to keep in mind that not all best practices and new approaches should be implemented
and used immediately. The organization should only use those that suits its vision.)
Review initiatives and The knowledge manager reviews the practice and registers all of the required and identified knowledge
initiate improvements management related to the improvement initiatives via the continual improvement register. The relevant members
of the organization processes it with the
involvement of the continual improvement practice.
complex requests that are rare, and therefore have not been standardized or automated.
The process supports these knowledge needs by accessing resources and the people with the required information inside and outside the
organization.
Table 3.3 Inputs, activities, and outputs of the on-demand information discovery process.
Activity Example
Registration of The knowledge manager or assigned knowledge management team member accepts information request in agreed
information format (usually includes: area of information, purpose of requested information, currently available sources, requested
request format, timing, and so on)
Research and The knowledge manager or knowledge management team member identifies roles and people that are likely to be
data collection involved in the research and assigns (or requests resource allocation) them to work on the request.
Assigned specialists and analysts:
Agree on time that they devote for the research and expected outputs of the research.
Agree on data selection criteria
Obtain and review available data and information according to the requested area and purpose in internal and external
sources, in accordance with the agreed procedures and constraints
Interview people and support tacit-to- explicit knowledge transfer
Information Assigned members of the knowledge management team analyse and structure the collected data and presents it in the
processing and agreed format.
presentation Resulting outputs are provided to the agreed group of stakeholders.
Information Agreed stakeholders (information requester and/or other intended recipients) review the research output and confirm
acceptance acceptance, including:
information quality
outputs format
If the information is not accepted, the request can be returned to research step of the processed, or cancelled (if not
relevant anymore, or cannot be
viably fulfilled).
Knowledge Accepted information is reviewed to assess opportunities for integration into organization’s knowledge management
integration and systems.
review Based on the assessment results, the information may be:
Stay in exclusive possession of the intended recipients (unique one-off requests, or classified information)
Integrated into an organization’s knowledge management system and published (subject to classification and
access policies)
A decision to standardize the information request and make the information available on a permanent basis can be
initiated (to be assessed and acted upon using the process of establishing and maintenance of knowledge management
environment described in section 3.2.1.
Knowledge assets may represent the collective and individual, structured and unstructured, tacit and explicit data and information. Examples
include incidents records, applications source code, service level agreements, technical documentation, and so on. The scope and level of
specification of knowledge assets are defined as part of the ‘establishing and maintenance of knowledge management environment’ process in
conjunction with architecture management, information security management, service configuration management and other practices.
Information assets used by the Knowledge asset discovery New and updated knowledge assets
organization Knowledge assets analysis and classification Knowledge assets management
Information security policies Development of knowledge asset management guidelines
Data and information quality guidelines guidelines Knowledge asset management
Information about errors in knowledge Guideline assignment and communication assignments
system Knowledge asset management assignment Knowledge asset management reports
Stakeholders feedback and satisfaction acceptance
data Knowledge asset review and improvement initiation
Activity Examples
Knowledge asset The knowledge manager and members of the knowledge management team analyses the information assets of the
discovery organization. This activity is performed regularly, or can be triggered by:
Information about new or changed knowledge assets is passed to relevant team members for analysis and classification.
Knowledge Assigned members of the knowledge management team evaluates the importance of the knowledge assets and identifies
assets analysis the appropriate management guidelines and the responsible team or role to assign the knowledge asset management
and responsibilities to.
classification If no applicable guideline has been identified (in case of new type of knowledge asset discovery or because the guideline
library is incomplete), the development of a new management guideline is initiated.
Development of The knowledge manager is assisted by relevant specialists who develop the guidelines for the management of the newly
knowledge asset discovered knowledge asset. This includes assessment of the applicable policies. Wherever possible, available guidelines
management are reused. Agreed guidelines should include recommendations on who should take responsibility for the management
guidelines of the information asset.
When a guideline is agreed, it is assigned to the appropriate team or person to manage the information assets.
Guideline When applicable guideline is identified, it is assigned to appropriate team or person to manage the information assets.
assignment and
communication
Knowledge asset The specialist team or person reviews the assignment and accepts or rejects it. Rejections should be explained in enough
management detail to facilitate reanalysis and re-assignation.
assignment If the assignment is accepted, the team or person responsible for the management of the information asset follows the
acceptance guideline as part of their usual work in the context of value streams and
practices where the information asset is used.
Knowledge asset The knowledge manager performs a review of the information asset management to assess the applicable key metrics of
review and the practice and initiate improvements in the information asset management process and the practice in general.
improvement Improvement initiatives are communicated to the relevant stakeholders and
initiation managed through the continual improvement practice.
Roles are described in the context of processes and activities. Each role is characterized with a competency profile based on the model shown
in Table 4.1.
L Leader Decision-making, delegating, overseeing other activities, providing incentives and motivation, and evaluating
outcomes
А Administrator Assigning and prioritizing tasks, record-keeping, ongoing reporting, and initiating basic improvements
C Coordinator/communicator Coordinating multiple parties, maintaining communication between stakeholders, and running
awareness campaigns
М Methods and techniques expert Designing and implementing work techniques, documenting procedures, consulting on
processes, work analysis, and continual improvement
Т Technical expert Providing technical (IT) expertise and conducting expertise- based assignments
The role of the knowledge manager should focus less on coordinating and completing actions through knowledge asset management, but
rather to create a knowledge management culture and competencies for the organization’s evolution. The role is typically responsible for:
ensuring that the knowledge asset management process is known and run in relevant SVS parts according to the organizations structure,
strategy, and needs
formally communicating decisions through the knowledge management practice lifecycle to the stakeholders and affected parties
monitoring and reviewing the activities of the teams that are involved in the knowledge management practice
conducting regular and ad hoc practice analyses, and initiating improvements to the practice, procedures, used methods, and tools
developing the organization’s expertise in the methods and approaches for the knowledge management practice
creating an environment permeated by psychological safety, mutual respect, and trust where employees choose to learn, unlearn, use
and share knowledge in agreed way
The competency profile for these roles is LACMT, though the importance of each of these competencies varies from activity to activity.
Examples of the roles which can be involved in knowledge management activities are listed in Table 4.2, together with the associated
competency profiles and required skills.
The knowledge management practice team together with the knowledge manager are responsible for the definition, communication, and
execution of the knowledge management strategy, plans, and guidelines. It is expected that the knowledge management team will apply its
ingenuity and contribute ideas and efforts to the effective knowledge management practice across the organization.
Establishing and Establishing and Establishing and Establishing and maintenance of knowledge
maintenance of knowledge maintenance of knowledge maintenance of knowledge management environment
management environment management environment management environment
Relationship manager
Supplier manager
Review initiatives and initiate Knowledge manager AMC Knowledge of social networks
improvements Knowledge management communication methods
team Presentational skills
Continual improvement Mentoring, consultancy, and coaching
manager Knowledge of conversational intelligence and
Organizational change nonviolent communication methods
manager
HR manager
Research and data collection Knowledge management ATC Knowledge of data research and analysis
team methods
Product owner
Service owner
Relationship manager
Supplier manager
Business analyst
Technical specialists
Information acceptance Any role in the organization TA Understanding of the purpose and context
of the information request
Analytical skills
Knowledge asset review and Knowledge manager Service ATMC Good knowledge of the knowledge
improvement initiation owner Product owner management guidelines and procedures
Configuration manager Analytical skills
Risk manager Good knowledge of the organization’s
Information security management practices, organizational
manager structure and responsibilities
Communication skills
estimated time and cost of information and knowledge research, use, share
regulations affecting the information and knowledge stakeholder satisfaction with the practice.
This information may take various forms. The key inputs and outputs of the knowledge management practice are listed in section 3.
To avoid losing valuable knowledge through organizational changes and onboarding/offboarding new customers, employees, and partners
organizations should consider the knowledge management practice as an important participant through OCM, customer journey, and supplier
management.
In most cases, the work of the knowledge management practice can significantly benefit from automation. This may involve the solutions
outlined in Table 5.1 when automation is both possible and effective.
Process activity Means of automation Key functionality Impact on the effectiveness of the
practice
Establishing and maintaining Establishing and Establishing and maintaining the Establishing and maintaining the
the knowledge management maintaining the knowledge knowledge management environment knowledge management
environment management environment environment
Understand the current Social software, analytical Data analysis, information presentation, High, especially in a big size
culture of knowledge usage, and reporting tools and sharing. organization with complex structure
and knowledge sharing Talent management and
HR tools
Knowledge search tools
Knowledge visualization
tools
Review initiatives and initiate Knowledge visualization Information presentation and sharing Medium to high, especially in a big
improvements tools through organization size organization with complex
Social software structure
Communication tools
Promote and empower Communicating, and initiating Medium to high, especially in a big
usage of knowledge Project management tools, improvement actions size organization with complex
management practice across communication systems, structure
the organization collaboration systems
Registration of information Enabling and controlling knowledge High, especially for large volumes of
request Ticketing and workflow management process workflow; requests for information support
systems, knowledge search prioritization of backlog and workflow
tools management;
workflow visualization
Knowledge search tools Enabling data research, efficient choice Very High
Research and data collection Content repositories and collection
Decision support tools
Big data tools
Data Science Techniques
External analytical
informational portals and
libraries
External professional social
network
Legal information portals
Knowledge visualization Formalization and structuring research High, especially for large volumes
Information processing and tools results in a requested format. of requests for information support
presentation Decision support tools Presenting outputs to stakeholders
Data analytics tools
Information acceptance Ticketing and workflow Enabling efficient way to get feedback Low to medium
systems from stakeholder. Quick and traceable
remote acceptance/rejection of
information
Knowledge integration and Content repositories Integrate new information and High, especially for large volumes of
review Knowledge search tools knowledge into existing knowledge requests for information support
Knowledge visualization
system and communicate changes to
tools
stakeholders
Social software
Communication tools
Information model Information model Information model management and Information model management
management and integration management and integration and integration
integration
Knowledge asset discovery Content repositories Review and find requested knowledge Very high
Knowledge search tools asset
Knowledge visualization
tools
Social software
Knowledge assets analysis Content repositories Create, add, update knowledge asset Very high
and classification Knowledge search tools
Knowledge visualization
tools
Social software
Knowledge visualization
tools
Guideline assignment and Knowledge visualization Presenting outputs to stakeholders Medium to high especially for
communication tools, organizations with complex
structure and/or large volumes of
Social software knowledge flows
Communication tools
Knowledge asset Ticketing and workflow Enabling efficient way to get feedback Low to Medium
management assignment systems from stakeholder. Quick and traceable
acceptance
remote acceptance/rejection of
information
Knowledge asset review and Content repositories Knowledge assets usage in a right High
improvement initiation Knowledge search tools moment in a convenient way
Knowledge visualization
tools
Social software
Very few services are delivered using only an organization’s own resources. Most, if not all, depend on other services. These are often provided
by third parties (see section 2.4 of ITIL®
Foundation: ITIL 4 Edition for a model of a service relationship).
An organizations’ absorption capacity increases both from involving suppliers to enable the knowledge management practice activities and
from recognizing partners as a source of information (even those suppliers and partners who are not related to the practice’s support
function). Information and knowledge exchange are vital for any actions and where it interacts and cooperates with external stakeholders in
the SVS.
Related risks should be considered when planning the cooperation and knowledge sharing interfaces with partner organizations. For example,
the risk of losing expertise. Any activity outsourced to a partner organization results in the loss of key in-house expertise and knowledge. Yet,
to mitigate this risk an organization should include knowledge management practice actions with partners in onboarding/off-boarding
procedures.
Where organizations aim to ensure fast and effective knowledge management practice, they usually try to agree to close cooperation with their
partners and suppliers, removing formal bureaucratic barriers in communication, collaboration, and decision-making. All parties in such
relationships should aim for mutual transparency and visibility of the changes that may affect the other parties (see the supplier management
practice guide for more information).
7. Important reminder
Most of the content of the practice guides should be taken as a suggestion of areas that an organization might consider when establishing and
nurturing their own practices. The practice guides are catalogues of topics that organizations might think about, not a list of answers. When
using the practice guides, organizations should always follow the ITIL guiding principles:
focus on value
ITIL®
Foundation: ITIL 4 Edition.
8. Acknowledgements
AXELOS Ltd is grateful to everyone who has contributed to the development of this guidance. These practice guides incorporate an
unprecedented level of enthusiasm and feedback from across the ITIL community. In particular, AXELOS would like to thank the following
people.
8.1 AUTHORS
Antonina Klentsova, Julie Mohr.
8.2 REVIEWERS
Roman Jouravlev.