A friend of mine, a librarian, just changed jobs. At her old place of employment, she spent her last few weeks updating
guidelines and refreshing handbooks, training her replacement so the transition would be seamless. But, several weeks into her new job she still gets e-mails from her replacement asking questions (“What’s our inter-library book sharing policy for new books?” or “What if I get a request for a publication we don’t get?”) She shared her frustrations with me, and wondered if there was anything she should have done differently to upskill her replacement before she left.
My answer? More or less, no. The answer wasn’t a better transition plan, it’s a better knowledge management approach. My biggest clue here was that she manually updated everything before she left – trying to cram all her tribal knowledge into the handbook after the fact, rather than updating the handbooks and guidelines in real time as things changed. Of course she forgot to include things, especially if they weren’t everyday occurrences.
The same can be said for the contact center. There’s so much knowledge floating around about the latest product or the best way to handle a customer issue, but it’s not always in our frontline rep-facing knowledge base. Or perhaps the information is in there, but is not up-to-date or is poorly written.
The answer for many service organization is to invest in the latest knowledge management technology. And while technology plays an important role, I’ve come to believe the emphasis should be placed on the people and processes of knowledge management. I’ve seen highly sophisticated knowledge management technologies fall short of their goals because the company had poor processes to support the technology. Read More »









Customer perception is a funny thing – I was reading a New York Times article that found consumers perceived