A partners' guide to professional knowledge sharing
Finola McManus explains how partners can free up their own chargeable hours by sharing their knowledge more effectively.
Many practitioners in smaller practices face the challenge of how to plan for retirement and how to set about passing on and sharing the knowledge and experience they have gained over the decades.
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Only technology can get this done
In my view, only an IT solution, as opposed to a people solution can achieve the knowledge sharing Finola is calling for. We all know from experience that, left to their own devices, senior team members do not get involved.
Sending emails around is a bad solution since we all get too many and it's too much of a "scattergun" approach.
Having an easily accessible, easily to update, easy to search knowledgebase is the way to go. Even better if you let clients contribute too. Some products readers might want to look at are:
Knowledgebase Manager Pro, Mindtouch and Get Satisfaction.
Adrian Pearson
Top Accountants
Online Knowledge Management System
Interesting and excellent article.
We created an online knowledge system designed to support software. We have lots of knowledge in the form of documents and videos and wonder if firms could use it to store, manage and access their practice knowledge?
The idea is people can post a question and as they do the internal search engine checks the knowledge library to see if there is a resource. If not a resource can be created and all this can be managed centrally. The knowledge library could include standard letters, engagement processes, report templates, standard working papers, summary of training and videos which show the team how to do things. This could be using software right down to answering the phone.
What we thought about was having a "to-do" feature so that some could delegate a task to someone and this task would be supported by knowledge resources.
Bob Harper
Portfolio Marketing