Facilitating Knowledge Exchange and Decision Making within
Learning Networks1
Dimitris Apostolou
(Planet Ernst & Young, Athens, Greece
dapost@planetey.com)
Grigoris Mentzas
(National Technical University of Athens
gmentzas@softlab.ntua.gr)
Kostas Baraboutis
(Planet Ernst & Young, Athens, Greece
kbar@planetey.com)
Soumi Papadopoulou
(Planet Ernst & Young, Athens, Greece
soumi@planetey.com)
Abstract: The new knowledge-based economy necessitates increasingly
the collaboration between different organisations. Despite the recent upsurge
in knowledge management and decision support systems, the vast majority
of these systems focus on individual organisations. This article introduces
the concept of the Learning Network - inter-organisational structures,
formally established to increase the participants' knowledge and innovative
capability - and examines the main functions and roles of a Learning Network.
It presents an integrated toolkit for supporting knowledge sharing and
decision making in Learning Networks that consists of a software system
and a methodology. It also briefly presents how the toolkit has been piloted
in an automotive cluster. Finally it provides a constructive set of recommendations
for using IT to support learning and knowledge sharing in Learning Networks.
Keywords: Learning networks, Learning Management System, Communities
of Practice, Broker
Categories: SD I.2.6, I.2.4
1 Introduction - What is a Learning Network?
The formation of Learning Networks (LN) is an innovative scheme
that has been introduced recently in several countries in Europe. The term
learning network does not refer to networks where learning simply happens
as it is the case with Communities of Practice - groups of people who share
a concern, a set of problems, and who deepen their knowledge and learn
by spontaneously interacting on an ongoing basis [Wenger
et. al. 2002].
1A short version
of this article was presented at the I-KNOW '03 (Graz, Austria, July 2-4,
2003)
On the contrary, learning networks are inter-organisational structures,
formally established to increase the participants' knowledge and innovative
capability [Bessant and Francis 1999]. Previous research suggests that
learning networks [Bessant and Tsekouras 1997]:
- are formally established and defined;
- have a structure for operation with boundaries defining participation;
- have a primary learning target;
- have formally developed processes that can be mapped on the learning
cycle;
- have practical learning outcome than can be measured.
Examples of learning networks include professional associations (Institute
of Mechanical Engineers, UK), sector based associations of firms with common
interests in the development of the sector (Automotive Cluster of Styria,
Austria), industry research and technology networks (The Welding Institute,
UK), supply-chain initiatives (particular firms supplying to a major customer
- e.g. Toyota - Kyokoryku, Japan), region based networks (3rd
Italy), government-promoted networks (London Innovation and Technology
Counselor's network, UK). A typology of LNs and examples of LNs currently
in operation are presented in the Appendix.
Learning networks exploit the widely used approach termed "action
learning" [Watkins and Marsick 1993], [ARL-Inquiry
1996]: the active participation, challenge and support of groups of
employees facing similar problems. The whole idea of action learning is
based on the combination of personal example (the action dimension) with
the notion of learning community. This concept stresses the value of experiential
learning and the benefits which can come from gaining different forms of
support from others in moving around the learning cycle. Self-learning
within a group has much to offer to organisational learning and competitive
advantage; the experience of regional clusters of small firms provides
one important piece of evidence in support of this. It has been increasingly
recognised that organisational knowledge results from complex and multi-faceted
interactions among different individuals.
Previous research has shown [Bessant and Francis,
1999] that the successful operation of a learning network requires:
- the intensive interaction of the people (from the broker and/or the
members) with decision making authority (in order to avoid superficial
learning);
- the interaction of the members to share knowledge and exchange experiences;
- the diffusion of captured knowledge within the organisation, by allowing
all people to access the learning content in order to benefit a wider set
of people and enable the conversion of learning outcome to specific changes
in organisational routines.
In the remaining, this article examines the main functions of a LN.
It introduces a conceptual model and presents an integrated toolkit for
supporting knowledge sharing and decision making in LNs, that consists
of a software system and a methodology. It also briefly presents how the
toolkit has been piloted in an automotive cluster. Finally it provides
a constructive set of recommendations for facilitating the operation of
the main functions of LNs.
2 Knowledge Management Activities and the Role of the "Broker"
in Learning Networks
[Snow et al 1992] introduced for the first time
the concept of dynamic networks. They suggested that a dynamic network
needs a coordinator, a net broker. Since the Learning Network concept belongs
to the type of dynamic networks, the net-broker is a fundamental part of
it. [Reiss 1997] noted that the role of the coordinator
of a virtual network is primarily the management of synergy. [Hatch
1995] defined the net-broker as a facilitator and catalyst.
Brokers help companies to identify synergies, organise network activities
and identify new business opportunities. Their task is to spread the network
concepts, promote cooperation, organise groups of firms; in essence the
broker is the organisation with the central responsibility for facilitating
the network and the "members", usually but not always private
firms, which are the primary beneficiaries of learning taking place within
the network.
[Snow et. al. 1992] identified three net-broker
roles, the role as architect, lead operator, and caretaker. In the role
of the architect, the net-broker has to search and select suitable
partner companies for the network community. The net-broker, acting as
lead operator, is primarily responsible for the management and maintenance
of the network community. Furthermore, the net-broker is responsible for
the overall project management. On the other hand, either a partner company
of the network or the net-broker itself takes over the project management
of the network on the operational level.
Learning networks require continual enhancement if they are to operate
smoothly and effectively. The caretakers' main duty is to support
the process of 'learn to cooperate and cooperate to learn' [Prange
et al. 1996]. Thus, the caretaker is engaged in nurturing and disciplinary
behaviour. For example, if the net-broker notices that a member falls behind
technologically, or in some other way devalues its usefulness to the network,
the net-broker takes appropriate actions to rectify the situation. On the
other hand, if the net-broker notes that a web member gains advantages
at the expense of other partners, the net-broker's challenge is to point
out the dysfunctional effects of such behaviour on the overall system and
teach the offending web member how to behave more appropriately for the
common good [Snow et al., 1992].
From a knowledge-based perspective, the net-broker acts as the knowledge
manager of the LN [Franke 2000]. In order to identify
the knowledge management activities of the net-broker it is useful to break
down the whole net-brokerage process into the three main LN management
processes:
- initiation of the network;
- maintenance of the network; and
- formation and operation of the network.
Knowledge management in the initiation phase. [Snow
and Thomas 1993] noted that the primary role of the net-broker during
the initiation phase is that of an architect. Similar to the design process
of a building, the LN architect determines the design and resources needed
to build a competitive partnership network. The net-broker searches for
suitable candidates and selects those with complementary and competitive
resource and knowledge bases. Since mutual trust is key for knowledge transfer,
sharing, and generation. [Sydow 1996] stressed the
importance to pay attention during the search and selection phase to choose
candidates which are somehow similar, but also complementary. Too strong
a competition between network members impedes the trust-building process,
which would have negative effects on the whole evolution process of the
LN.
Knowledge management in the maintenance phase. The maintenance
of the learning network is an ongoing process; the net-broker acts mainly
as a lead operator and caretaker. The key postulate of the LN is that member
companies learn to cooperate with each other and in return that members
learn from the cooperation with others. Therefore, the net-broker organises
special interest groups where web members can learn and exercise their
cooperation skills. Additionally, such special interest groups also provide
a forum for members to learn from others or even to generate new knowledge
through collaboration. Furthermore, the net-broker acts as caretaker in
case a member suffers a lack of knowledge. The net-broker helps and advises
the member in order to improve the knowledge base. Another task of the
net-broker is to maintain the total knowledge base of the LN. Internally,
the net-broker keeps track of the existing knowledge base of the individual
partners and the LN in general. Externally, the net-broker observes markets
and competitors in order to react to any changes. This could mean that
the net-broker realizes that the LN misses knowledge in a particular field,
i.e. new technology, new markets, etc. In order to fill the knowledge gap
the net-broker could either search for new member companies keeping the
required knowledge or the net-broker could organise training or seminars,
which would enable existing members to acquire the missing knowledge.
Knowledge management in the formation and operation phase. The
primary role of the net-broker during the formation phase is again that
of an architect. Having identified an opportunity for sharing knowledge
and learning, the net-broker defines a number of tasks, searches for the
necessary knowledge within the LN and if it is necessary subcontracts external
knowledge, and brings all the knowledge elements together. In case the
net-broker also acts as the project manager, s/he takes over the role of
the lead-operator. However, from a knowledge management perspective the
integration of the dispersed knowledge is the major challenge. [Grant 1996]
pointed out that transferring knowledge is not an efficient approach to
integrating knowledge. He identified four mechanisms for integrating specialized
knowledge [Tab. 1].
Rules and directive |
The memorandum of understanding, defined on the LN level,
determines the rules, regulations, and technical standards for the smooth
operation of the network. The net-broker's duty is to monitor whether partner
companies apply to the set of rules and directives and interfere if necessary. |
Sequencing |
Modular product design and concurrent engineering requires
sequencing. The project leader has to determine what and when each expert
team has to deliver their results. |
Routines |
Routines are defined as a complex pattern of behaviour [Winter,
1986], the sort of predictable behaviour of an actor in organisational
settings. Trust, organisational culture and experience lead to routines.
Basically, it is about knowing each other, the virtual web provides a forum
for individuals to meet and to build social relationships before they work
together either in special interest groups of virtual corporations. However,
special interest groups are an excellent possibility for training and experiencing
routines, which facilitate the later collaboration in virtual corporations. |
Group problem solving and decision making |
Since the net-broker has a neutral position in the acting
network, the net-broker acts as moderator between conflicting parties.
The net-broker acting as caretaker also supports the decision-making processes
if necessary. Even if the net-broker is not involved in the leadership
of the network the net-brokers' own best interest that the LN is successful.
The net-broker also acts as caretaker during the dissolution phase of the
virtual corporation; s/he is concerned with the storage of acquired and
generated knowledge (i.e. database) and property rights of knowledge created. |
Table 1: Mechanisms for integrating specialized knowledge
[Grant 1996]
3 Information Technology Support for Learning Networks
Two fields, which are undergoing major IT-enabled rethinking and innovation
are the ones of learning and knowledge management [Angehrn
2002]. Multimedia, groupware and the internet in general are stimulating
the emergence of new models and systems aimed at improving the efficiency
and quality of knowledge creation and diffusion processes [Angehrn
and Nabeth 1997] which are being gradually adopted by educational institutions
and corporations worldwide. However, 'globalising' or 'dissembedding' [Giddens
1990] knowledge is a challenge not always successfully met, and failure
to consider the higher complexity of, for example, the endemic and existential
components of knowledge, lies at the heart of many disappointments in experimenting
with new models of technology-mediated learning and distributed knowledge
management.
For instance, specific IT tools for virtual teamwork offer great opportunities
for collaborative, distributed knowledge diffusion and creation whilst
virtual teams are emerging as the favoured organisational arrangement for
accessing and melding IT-averse knowledge components. We may distinguish
between five different ways through which learning can be enhanced through
information technologies within a LN:
Firstly, decision-making in LNs is critical for the success of
learning since decision-making results to the specification of a variety
of issues related to learning process and content. Previous research has
shown that the most successful LNs allow a participative decision-making
process, to capture the opinion of as many members as possible, with an
increased interaction between them before the actual decision-making sessions.
A collaborative platform has the potential to facilitate the decision-making
process and allow the intensive communication among a large number of individuals
and organisations.
Secondly, one of the most usual problems of LNs is the restriction
of learning during the formally organised learning sessions of the network.
If a manager is unable to follow one learning session due to time, travel
or work restrictions, he/she has no way to access the missing part of his
learning trajectory. Developing an appropriate Knowledge Management System
(KMS) for the network can enable its members to minimize their losses from
missing particular sessions.
Thirdly, even if somebody has been in the relevant learning session
he/she has no way to re-access the content of the learning session once
he/she goes back to his/her organisation. The development of a KMS
can help the network to increase both the duration and the efficiency of
learning. For instance, an appropriate system can help with preparing better
and follow-up more sufficiently the actual learning sessions. Furthermore
the exchange of knowledge can be expanded through a system in between the
learning sessions increasing the efficiency of learning.
Fourthly, a very important barrier for increasing the efficiency
of LNs is related to the difficulty of the individual managers who participate
in the learning sessions to pass the captured knowledge in the rest
of the organisation. A KMS which would allow more people from the organisations
to access the issues discussed during the learning sessions can reduce
significantly the diffusion barrier.
Finally, members that join a LN at a certain time cannot benefit
from previous learning that had been taken place in the network, missing
a valuable part of the learning trajectory. An appropriately developed
system can provide training services to lately joined members enabling
them to cover part of the lost ground. The system can incorporate functions
to keep related documents and other material (e.g. training courses etc.).
The aforementioned issues are addressed by the Knowlaboration project
[Knowlaboration 2002], a European research effort
supported by the European Commission's IST programme, started in February
2002 and finishing in March 2004. The Knowlaboration project examines the
business issues, the related concepts and the necessary technology for
inter-organisational LNs. The aim of Knowlaboration is to develop, apply,
validate and exploit a dynamic tool-set (software platform and methodological
guidelines) that will assist European inter-organisational learning networks
to empower their members and the involved individuals to define, develop
and manage the content and the process of their learning.
4 A Conceptual Model for Learning Networks
The proposed conceptual model comprises of the key concepts, assumptions
and terminologies that have been developed within the project.
The conceptual elements of a typical learning network are defined as
follows: organisational levels, activities/ processes , roles, resources
and systems. These five concepts are regarded as components of a relationship
that are equally important and are dependent on each other as shown in
[Fig. 1].

Figure 1: Knowlaboration Conceptual Model of Learning Networks
4.1 Learning Network Organisational Levels
As portrayed in [Fig. 1], LN activities take place at three different
organisational levels:
- The first level is the level of a single actor (a company or an individual
representing a company) taking part in the various activities of the network
in order to satisfy some learning needs.
- The second level of analysis, the learning group represents the core
of the LN because it is where actors commit themselves into the core learning
activities.
- The third level is the Learning Network as a whole representing a dynamic
entity, that consists of various learning groups.
4.2 The Learning Network Organisational Processes
Four key organisational processes are identified [Fig. 2] as vital in
all LNs although the significance attached to each could differ between
networks, or could even differ for the same network in different points
of time.
These are: Decision Making Process, Collaborative Learning, Learning
Dissemination and Harvesting Learning

Figure 2: Learning Network Key Organisational Processes
- Decision Making Process: decision-making is a key process for
LNs; understanding the network structure and decision making process is
vital to understanding the network's operation.
- Collaborative Learning Process: during the collaborative learning
process the network members engage in a peer learning/teaching process,
which allows real issues to be addressed, in real time and all members
are aiming to learn and share ideas and experiences.
- Learning Dissemination: this process involves the transfer of
knowledge and learning taking place among the members of the learning groups
to the rest of their organisations, the other network members as well as
the outside world in order to attract new members.
- Harvesting Learning is a process that first aims to ensure that
the learning in the network is harvested in the medium to long term in
terms of practical benefit (for example application of the individual learning
to the company level) and secondly aims to improve the operational processes
of the groups and the network as a whole.
4.3 Learning Network Roles
In all networks, specific roles are defined among their members, in
order to ensure the network's smooth operation. In a typical LN a set of
common roles/actors can be identified as follows:
- Network member: a network member refers to the individual member
or person representing their organisation in a LN.
- Guest / Expert: a guest is a non-network member who has been
invited to participate in the network for a specific reason (such as presentation
of a topic) and for a set period of time.
- Group member: a group member is a network member who belongs
to a learning group of the network.
- Group facilitator: the group facilitator is a group member whose responsibility
is to facilitate the learning activities of a learning group. In some networks,
this role is referred to as Group Champion, or Group Leader.
- Network moderator: this is the network's manager or person who
has been assigned to co-ordinate & manage the daily operations of the
network. In some networks, the same role is referred to as Network Manager
or Network Facilitator.
4.4 Learning Network Resources
In order to execute the processes and activities of a LN, we need people
and means or resources. Resources refer to all necessary material or non-material
inputs that are required in order to perform an activity within a LN. The
most common resources that are essential in LNs are: learning/teaching
material, different forms of presentations (formal or story telling), background/literature
documents, member contact information / company profiles, audio & visual
resources etc.
4.5 Learning Network Systems
Learning Networks adopt various technological /IT systems & infrastructures
in order to support their activities. These range from the use of electronic
mail & mailing lists, the use of websites, to document management systems,
knowledge management systems.
5 An IT Platform and a Supporting Methodology for
Learning Networks
In this section we provide an overview of the Knowlaboration toolkit,
developed specifically to support the operation of LNs, and in particular
the roles and processes at the discrete organisational levels outlined
in [Section 4]. The Knowlaboration tookit comprises
an IT platform and a supporting methodology aiming to help the customisation,
deployment and operation of the IT platform in real-world environments.
5.1 The Knowlaboration IT Platform
The Knowlaboration IT platform comprises an internet-based portal that
supports the management and planning of learning activities, collaboration
via on-line workspaces that allow people to communicate and exchange information
from different locations, the collection and categorisation of internal
and external information, the re-use of stored knowledge and advanced search
mechanisms.
5.1.1 Functional Features of the Knowlaboration IT Platform
From a functional perspective, the Knowlaboration IT platform is designed
to support the:
Organisational levels/ structures of a LN: the Knowlaboration
online platform is organised in different pass-word protected spaces/ areas
that reflect the typical organisational layers of LNs: i.e. a network level
area, group areas and a personal area for the individual network members.
Key roles involved in a LN: i.e. Network Member, Guest/Expert,
Group Member, Group Facilitator, Network Moderator (for their description
see [Section 4]). Each role has specific system rights
& permissions that can be selected and modified by the network moderator,
who has the sole authority to do so. Moreover, the network moderator can
create new roles as required.
Key processes / activities of a LNs as follows:
- Decision-making: the system supports decision-making through
forums, chats and voting forums. For example network board members can
create a private group area and take decisions through group forums &
chats. Network members can also participate in decision making through
voting forums. For example, the network moderator or a network member can
suggest a new learning event. The network members post their votes for
this suggestion and the system automatically generates the results.
- Collaborative learning: the Knowlaboration system supports collaborative
learning by supporting both online learning sessions as well as offline/physical
learning sessions (in this case the pre-session & post-session activities).
In the first case, the system enhances sharing of experiences, knowledge
and resources through the document management , dynamic search , forums,
chats, instant messaging, sms, e-mail & /mailing lists
- Learning dissemination: the Knowlaboration system support the
dissemination of learning & knowledge to the other network members
as well as non-network members through the: network news section, network
calendar (where events are published), forums, chats, instant messaging,
sms, e-mail & /mailing lists
- Harvesting learning: the Knowlaboration system supports the
assessment of the learning impact on the network and its members with voting
forums (as presented above) and an online Evaluation tool through which
the network moderator and group facilitators can post questions and see
the aggregated results.
Key resources of LNs: the Knowlaboration system provides an online
document management system for the organisation of documents as well as
audio & visual resources. Moreover the system provides a members' contacts
directory that is organised in a tree-like structure of all the companies/organisations
involved in the network.
5.1.2 Technical Features of the Knowlaboration IT Platform
[Fig. 3] shows the several subsystems that
constitute the Knowlaboration IT platform which are described in [Tab. 2]. [Fig. 4] presents the
functionalities that the toolset provides to the five categories of
users.

Figure 3: General Architecture of the Knowlaboration IT Platform
Subsystem |
Description |
1. Knowlaboration Portal Server |
This is the core engine of the system. The Knowlaboration
Portal Server provides Content Management facilities, Document Management
facilities, a Personal File Manager, a Project Workspace, Search Facilities
and a Reporting and for auditing the usage of the system. |
2. Knowlaboration Job Server |
Manages all the system's content by accessing
different data sources. It also performs standard jobs in order to update
the contents and the index that will be later used for searching the system. |
3. Knowlaboration Security Engine |
Manages all the system's security. |
4. Collaboration Tools |
These tools allow the collaboration of the users
in several ways (synchronous / asynchronous) The Collaboration tools are:
Mail, Forums, SMS messaging, Chat engine, Instant messaging, Video conferencing
/ Audio conferencing. |
5. Personalization Engine |
This engine allows the filtering of information
to the user in such way that it meets personal criteria given by him/her.
The personalization can extent to user groups (channels) or each user according
to the level of IT knowledge each one carries. |
Table 2: Knowlaboration Subsystems

Figure 4: Knowlaboration Functionalities Supporting the Five
Categories of Users

Figure 5: Knowlaboration Home Page

Figure 6: Phases of the Knowlaboration Methodology
5.2 The Knowlaboration Methodology
The Knowlaboration methodology incorporates guidelines for deploying
the Knowlaboration system in a LN. It intends to assist the external consultant,
network manager or appointed change agent (within a LN) to plan and successfully
deploy the Knowlaboration system in a network.
The methodology is structured in a phased approach, comprising in total
six phases as shown in [Fig. 6]. Moreover, the guide is designed to be
modular so that a network can choose to start at different levels depending
on its readiness and requirements.
The basic phases of the Knowlaboration Methodology are the following:
- Phase I - Awareness & Understanding: This phase is the starting
point prior to any engagement to deploy the Knowlaboration system in a
LN. Its main purpose is to create awareness about the Knowlaboration system
and its value to LNs. A complementary objective is to develop a common
understanding on the concepts and terminologies used throughout this Methodology.
- Phase II - Organisational Analysis: this is a critical preparatory
phase for understanding the LN's specific needs/requirements and its readiness
to introduce the Knowlaboration system. This analysis is performed in terms
of the network's processes & activities, structure, actors/ roles,
resources and organisational culture. The scope of this analysis is two-fold:
(i) to collect the necessary data for customizing the Knowlaboration system
based on the specific needs of the network, (ii) to identify a case-study
within the network for pilot-using the Knowlaboration system prior to the
roll-out of the system in the entire network.
- Phase III - Customisation: this phase refers to all the steps needed
for customising the Knowlaboration tool for the specific network. The customisation
of the tool will be based on the identified network needs & requirements
derived from Phase II. Specifically, the Knowlaboration system will be
tailored to support the processes & activities of the LN, its actors
and roles.
- Phase IV - Implementation: this phase involves the deployment of the
Knowlaboration system throughout the network. This deployment is carried
out in a step-wise approach, starting from the pilot-use of the tool by
a selected case-study within the network, which has been identified in
Phase II. Subsequently, additional pilot case-studies are developed. Once
the pilots are considered to be successful and fully operational, the Knowlaboration
system is ready to be rolled-out and fully deployed throughout the network.
Two additional phases run horizontally throughout the previous three
stages. These are the following:
- Phase V -Training: this phase includes training guidelines for the
external consultant /LN change agent / LN moderator. The approach considered
is based on the "train-the-trainer" philosophy whereby the LN
moderator and LN Facilitators will subsequently train the network's members
on how to use the system.
- Phase VI- Evaluation: this phase includes guidelines for evaluating
the impact of the Knowlaboration tool on the LN. A number of evaluation
schemes are proposed that can be applied at any phase of the deployment
of the Knowlaboration tool, e.g. in order to evaluate the tool prior to
customizing it, evaluate the initial case-study, evaluate the tool's impact
after its full deployment.
5.3 Relationship Between the Methodology and the IT Platform
[Tab. 3] and [Tab. 4] present how the Methodology is related to the
Knowlaboration IT platform.
Phase |
What is it used for? |
Which are the prerequisites? |
Relation to Knowlaboration IT platform |
Awareness & Understanding |
1. To create awareness about the Knowlaboration
system and its value to LNs. 2. To develop a common understanding on the
concepts and terminologies used throughout the Methodology. |
There are no prerequisites. |
Provides the terminologies used throughout the
Knowlaboration system and the basis for adapting them if required based
on the needs of the specific LN |
Organisational Analysis |
1. To collect the necessary data for customizing
the Knowlaboration system based on the specific needs, roles and processes
of the network. 2. To identify a case-study within the network for pilot-using
the Knowlaboration system prior to the roll-out of the system in the network. |
A sound understanding of what the Knowlaboration
system offers and the concepts & terminologies used (from Phase I). |
1. Provides requirements for the customisation
of the Knowlaboration system in terms of actors & roles, suitable functionalities
to meet the LN's needs, user interface and content. 2. Provides requirements
for setting up a virtual group area in the system based on the needs of
the selected pilot case-study. |
Table 3: Relationship between the Knowlaboration System and
Methodology
Phase |
What is it used for? |
Which are the prerequisites? |
Relation to Knowlaboration |
Customisation |
To customize the Knowlaboration system according
to the identified network needs & requirements derived from Phase II.
A set of clearly identified network needs & requirements derived from
the Organisational Analysis (Phase II). |
A set of clearly identified network needs &
requirements derived from the Organisational Analysis (Phase II). |
Customisation of the Knowlaboration system to
support the network's processes (through the selection of specific functionalities),
structure (network and group spaces/areas), and the system's roles (matching
actual network roles). |
Implementation |
To deploy the Knowlaboration system throughout
the network. |
Customisation of the tool based on network's
needs. |
The actual usage & running of the customized
system by the network members |
Training |
To train the external consultant, LN change agent
or LN moderator on how to use and deploy the Knowlaboration system in the
network. |
Complete customisation of the tool based on the
needs of the network. |
Training is supported by user manuals per each
system role, which are are available online in the Knowlaboration system
(as well as hard-copy in the Methodology). |
Evaluation |
To evaluate and measure the impact of the Knowlaboration
system on the LN. |
To have started implementation & running
of the tool. |
Evaluation is supported by an online evaluation
tool that is incorporated in the Knowlaboration system, as well as the
functionality of voting forums. |
Table 4: Relationship between the Knowlaboration System and
Methodology
6 Experiences and Lessons-learned from Piloting Knowlaboration
In this section we will briefly describe the characteristics of one
LN studied within the project and the lessons learned from pilot testing
the Knowlaboration platform in this network.
6.1 General Information on the ACStyria Network:
Network Identity: Auto Cluster (AC) Styria, is an organization
of some 180 small to medium sized automotive suppliers in south central
Austria who have come together to support the region and themselves.
Network Set Up: The Styrian government and the local business
promotion agency co-financed and created the auto cluster in 1996. Their
idea was to establish an independent association that would market with
one voice the automotive skills and talents located in Styria. The main
interests of the four main companies consist ACS were to improve the climate
for inward investments, improve the performance of their supplier, improve
the network between themselves, create network-qualified companies and
finally improve the possibilities of a successful and reliable outsourcing.
Joining the Network: ACstyria serves as an information broker.
Cluster managers sold the concept by outlining the four major areas of
support they would provide: communication and information, cooperation,
inter-organizational learning and public relations/marketing.
Funding orientation: ACS network is an organization that is not
focused on profit; the main focus is to provide services to their members.
The ACstyria worked with local universities and local government to create
a junior college that reduces the time of study and emphasizes the practical
application of knowledge.
Network management: Four full-time employees manage the work
at ACstyria. If partners ask for a new product or service and it makes
sense financially the cluster will respond.
6.2 Knowledge Exchange and Learning Activities in ACStyria:
ACStyria uses formal and informal communication and functions mainly
as an inward looking network in the sense that it mainly addresses knowledge
sharing within its members. Nevertheless, it also imports knowledge from
outside the network and then transfers it to the network members.
In what is essentially a classic inter-organizational learning model,
ACstyria facilitates learning by bringing together people who deal with
the same problems but in different contexts. There are different kinds
of learning subjects and members reduce the cost because they get experience
from other companies.
In ACStyria learning takes place primarily through face-to-face meetings/sessions
organized by the cluster. Member companies organize sessions through ACstyria
in order to present their products and possibly to sell them to other network
members. Learning sessions focus either on an individual company and/or
direct suppliers of a big company. In these sessions knowledge exchange
occurs primarily in an informal way (tacit to tacit knowledge).
Other learning mechanisms include factory visits, seminars and workshops.
Currently ACstyria is exploring as a way of generating income and meeting
customer needs through training. Training, in fact, appears to be one of
the most pressing issues for partners who are mainly concerned with practical
issues, such as: value analysis, storage logistics, general survey of the
logistic systems, e-procurement, future of virtual engineering, benchmarking
lack of IT-specialists and customer - supplier contracts
Moreover, ACStyria has created special working/learning groups to further
segment companies by their major concerns. Examples of such working groups
are the Automotive Quality Management Club (members of which get together
to discuss quality management developments in the automotive industry),
the Controller Group (who discuss automotive control issues), the Human
Resources Club and the Future Factory Club (discuss new products ). These
learning groups meet on a regular or ad hoc basis, in order to discuss
a specific topic and exchange ideas. Moreover, in some meetings, external
experts are invited to make a presentation on specific topics.
6.3 ACStyria's Pilot Use of Knowlaboration
In order to pilot test the Knowlaboration platform in the ACStyria network,
a pilot group was selected in order to develop a focused and measurable
pilot.
Information on the pilot group selected: The Controller Group
was selected as the pilot group for Knowlaboration, due to the representative
size and activities of the group. The Controller Group comprises of 15
members and its activities are organized/coordinated by a Group Leader.
All members of the group are in the position of Controller in their respective
companies. The members of the group meet on a monthly/bi-monthly basis,
in order to discuss common problems faced related to automotive control
issues. The aim of their meetings is to solve problems of individual members
through the transfer of knowledge among members. Occasionally experts are
invited to present specific topics.
How the Knowlaboration platform was used: The Controller Group
members have used the online Knowlaboration platform for a period of 3
months (at this stage of the project). The platform has supported the planning
and evaluation of their monthly meetings/learning sessions mainly through
the platform's dynamic calendar (that can make a link to meeting agendas
and presentations), the news section and to a less extent through the online
forums.
Specifically, the members have used the platform in order to learn about
forthcoming meetings, propose topics for a meeting and obtain meeting agendas.
After a meeting took place, members have access to the presentations made
during the meeting (from the documents library) and have the possibility
to evaluate the meeting (through the online forums).
Another platform tool that is often used by the Group Leader, are the
mass mailing lists, in order to inform all members on a topic or new event.
Insights & lessons learned from the pilot: The insights &
lessons learned from the pilot use of the Knowlaboration platform by the
Controller Group are as follows:
The group members used the platform mainly near (before and after) the
scheduled group meetings took place in order to obtain relevant information.
In other words, the Knowlaboration platform can effectively support the
organization and planning of events.
Moreover, the platform offered effective communication tools (mass mailing
lists, instant messages) for the Group leader as well as among group members.
Another tool that met the needs of this group was the documents library
functionality. The Group leader was able to publicize documents produced
in the meetings (presentations etc) in an organized and easily accessible
manner.
On the other hand, the forum and chat functionalities did not become
part of the users' "habits". Perhaps, this was due to the lack
of time to invest in such activities or even the lack of interest to interact
in an online manner.
In conclusion, the key lesson learned is that the Knowlaboration platform
in order to be effectively deployed in a network, has to meet the needs
of the specific network. In some networks, certain aspects of the platform
are destined to be used more or less than in another network. The crucial
factor is to identify the specific needs of a network and customize the
platform in a way that meets these needs. This is why the customisation
of the Knowlaboration platform constitutes an important phase and element
of the Knowlaboration Methodology (as presented in [Section
5]).
7 Conclusions and recommendations
From our experience and interaction with LNs in the Knowlaboration project
we have derived a constructive set of recommendations for effectively deploying
IT in networks. These design principles are not recipes, but rather embody
our understanding of how modern IT can help LNs.
The first recommendation highlights the need to support the three main
LN management processes:
- The initiation phase, that concerns itself with the setting
up of the LN. The IT tools should provide: a detailed checklist with which
potential community-initiators, mechanisms to identify the type of members
that such a community would require and planning facilities to ensure the
workability of the community.
- The maintenance and improvement phase, that concerns itself
with sustaining the momentum of the community that has been set up and
sustain active knowledge sharing within the community. The IT tools should
provide: facilities to support the maintenance and growth of the network
and member management facilities that will help users integration for the
main activities of the network. Typical features of the kind include synchronization
of calendars and synchronous events. Other useful facilities aiming at
promoting and marketing the network to relevant stakeholders include invitations,
minutes of recent events and hot topics.
- Facilities during the operation phase should monitor if the
individual members can see benefits for themselves and their business.
The second recommendation refers to the integration of the system with
existing business processes. Participation in a LN usually competes with
other priorities in the lives of members. It is crucial to make participation
as easy and efficient as possible. IT therefore should make participation
easy, provide time and attention management, through functionalities such
as personalized knowledge/application portals, subscriptions, tours of
new activity and archiving of interactions, integration with work systems.
The third recommendation clarifies that the LN system should address
the issues of presence, visibility and motivation. Personal identities
are a crucial aspect of participation. Members bring their identities to
the community and their participation both develops and shapes their identities.
IT can help with features such as member profiles, ranking and preferences
and presence awareness. A collaborative community such as a LN has also
a sense of communal identity that is primarily formed by cultivating "alive
and real" relationships between the members. The use of personal profiles
in the IT system can reveal relationships, support private interactions
and interpersonal and mentoring relationships.
Fourthly, a LN should thrive to deliver value both to their members
as well as to the stakeholders and the network as a whole. In the short-term,
members need to find immediate value in their participation. Preserving
the time of experts within the network is for instance an important concern.
The IT system should provide mechanisms for asking questions, lists of
Frequently Asked Questions, databases of answers, intelligent access to
experts and brainstorming facilities. The value that the network delivers
also has a long-term dimension. It derives from a sense of accumulation
over time. In order to define ''best practises'' the IT system should provide
repositories for artefacts, taxonomies, search mechanisms and learning
agenda.
The value of belonging to a LN derives not only from having access to
peers, but also from having access to the leading edge in the broader world.
Therefore as a fifth recommendation, we stress the need for IT facilities
that assist in the direction of providing connections to the world include:
what is happening, what is hot in the field, new developments, new technologies,
evaluation and reviews, external experts, reference material, news and
announcements of external events, directory of external experts, links
to other sites and library of references.
LNs usually have members who take an active role in cultivating the
community and may participate in the decisions that affect the operation
of the network. The sixth recommendation is about offering a variety of
administrative tools to monitor and configure the use and effectiveness
of the network space. Typical features of this kind include: logs and statistics
for monitoring, polling and voting facilities, assessment tools and surveys,
performance indicators and finally switches and policy enforcement algorithms.
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Appendix: A
Typology and Examples of Learning Networks A typology of Learning Networks
is presented based on the "learning focus" or learning target
of a network, which is the most "evident" feature of networks.
Moreover, for each type of network, examples of learning networks in operation
across Europe are provided.
Type of learning networks |
Learning focus |
Examples |
Individual development networks (topic based) |
These are the most common form of networks. They
consist of individual persons who have voluntarily set up a network in
order to enhance their knowledge and exchange ideas on topics of common
interest. |
Ecole de Paris (France) World Association for
Online Education CIRCA (UK) |
Professional development networks |
Offer training or learning relevant to people's
professional development, knowledge and skills. Their members are individual
persons (professionals) or companies. |
Mechanical Engineers' Associations Accountants'
associations Chambers of Commerce and Industry London Innovation and Technology
Counsellor's Network (UK) |
Corporate learning networks |
Inter-organisational networks within multinational
or large corporations / group of companies that promote the transfer of
know-how and training of employees. Usually consist of subsidiaries or
branches of multinationals located in different countries or different
regions within a country. |
Rolls Royce
General Motors
AirBus
British Airways |
Sector / Industry based networks |
Network of firms with common interests in the
development & competitiveness of a sector or industry, such as trade
associations, industrial clusters, and supplier development clusters (firms
in the same industry supplying to a major customer) and sector-based research
organisations. |
Trade associations (e.g. Swedish Trade Council)
Automotive Cluster of Styria (Austria) World Bank Financial Sector Learning
Program Toyota Suppliers Club (South Africa) |
Region-based networks |
Network of firms or organisations with common
interests in the development & competitiveness of a region. Aim to
enhance knowledge around themes of regional interest. Note: many regional
networks can also be sectoral or professional development networks. |
Rotherham Manufacturers Group (UK) Automotive
Cluster of Styria (Austria) Kent Senior managers' network (UK) |
|