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How to Design a KM Experience Management Platform - What we can infer from CX Strategy

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How to Design a KM Experience Management Platform - What we can infer from CX Strategy

Jan 10, 2023   |  By
KMI Guest Blogger Michael Sequeira

The Global Knowledge Index helps countries and decision-makers to understand and respond to related transformation and challenges more clearly. For years, organizations have been benchmarked against each other using Maturity Models based on structured policies and processes that are designed to achieve Metrics that cater more to securing leadership sponsorship for running a successful KM Program than actually delighting the user, as the goal is never to begin with the end in mind.  

“You can’t know where you’re going until you know where you’ve been.” - Maya Angelou

If we look at the CX Strategy we can infer how ideally firms should setup KM programs and empower employees and customers to solve complex problems, hence aiding in Innovative practices that contribute to growth.  Let us understand how...




Understand your audience and create user personas

At inception it is a good start to invest in building a Content Management Systems (CMS). With time there would be a pattern of how the same is being used. Users would be motivated to use it more often or show specific reasoning as to why or what is missing. This information is key to understanding some of the on-the-ground challenges and improving on your CMS - turning it into a Customer Experience Management Platform.

To goal is to build user personas that clearly identify who our target audience is and their motivation for using the platform.








Analyze your Business Objectives

KM has to be aligned to the business strategy for it to succeed.  Popular maturity models spell the narrative wrongly and demand that short-wins are important for seeking sponsorship and with this goal in mind leaders design dashboards that are sacrosanct and become de-facto standards, impeding innovation and creativity. 

Reverse-engineer the experience you want to deliver

If we indulge in achieving small wins such as focusing on building a culture of knowledge sharing - helping the users to share feedback, then we understand the vast use-cases that target users are demanding, and we see linkages to a few of the org-wide business metrics, such as improving organization agility through Expert Knowledge aids in Rapid Innovation.

Hire team players and get them invested in the process

To gain insights to design a Futuristic KM platform you need passionate team players who look for unmet knowledge-related needs and can devise KM practices that engage leaders, teams and champion catalysts to drive adoption at scale. These are individuals who have a customer experience mindset and pay attention to how teams engage and help in building champion networks, using creativity at the workplace and personalize the experience for leaders to sponsor KM programs.

Eliminate bad design early in the game

Many users avoid using a KM Platform as they find it challenging or a cumbersome design. Users are asking for a personalized experience - something that they habitually use everyday, feeding their reputation and helping them to be productive. The KM experience has to be consistent throughout and the success is measured by how they recommend it and share outcomes of ways it helped them. It is important to also build trust and ensure that any negative feedback is addressed, which would spread by word of mouth and create many deterrents in the mind impacting future use (hence, brand appeal).






Pay attention to customer feedback

It’s a fool’s paradise as many leaders who don’t advocate using KM platform themselves would have had just one or two bad experiences, and hence the narrative to avoid experimenting with using the platform. In reality, if we address this feedback and build features to address these unmet needs we can see the adoption improve. Hence, it’s important through quarterly surveys to provide feedback on ways the platform is being improved and engage - a sample set of the target user group in design thinking workshops to collect feedback that would improve the platform with time.

Research your competition

Today, with AI and many 3rd party tools having in-built KM, it is a challenge to compete and design a state-of-the-art system. Integration of the KM platform with this competing platform can be one answer, but given the budget constraints of tech teams and the need for security standards, there is a debate on having two parallel platforms targeting the same use case.  Hence it is important that by design the use-cases are clearly laid out and the KM team is clear of ways in which the Change Management has to be done for ensuring sustenance of the KM practices that would result in long-term benefits being measured.

Build systems for quick and effective resolutions

Imagine a user not finding help on how to use the KM platform and having to walk away. It is important to make sufficient documentation available including video tutorials and access to live chat for user queries to be responded to and help them progress and not lose trust in the platform.

With the advancement in automation and features like auto tagging, it is possible to make the experience more user-friendly.  Today with advancement in AI & Machine Learning there are tools to also track how users have visited the portal in the past and have recommendation engines to auto-send personalized messages and track their responses - and this increases adoption. 

Understand your customer experience metrics

There is no ideal KM Experience Management Platform and final measure of success is if we can co-relate ways in which the user need is being met. It is through a mix of qualitative and quantitative data that we can say if KM is truly matured.


What effect does your KM content have on the performance outcomes of an organization? Many define this as a Maturity Model that helps leaders secure a budget to start on their KM Journey. In-time what is missing is many promising initiatives are derailed as they fail to create a lasting Customer Experience (CX) that can increase adoption and define metrics that lead to sustainable growth. 

To understand how to design an effective KM Experience Management Platform it is important we relate to CX Strategy and while not all the stages are important, certainly a large number are relatable. If we start with the end in mind, which is co-relate ways in which the users' need is being met, we can eliminate bad design.  By using Design Thinking we can truly empathize with our audience and create a Futuristic KM platform.

About the Author: Michael Sequeira is an independent consultant who is passionate about helping organizations discover how KM can be a key differentiator for their business, teams, and clients. If you would like to learn more about his background and get-in-touch you can connect with him on LinkedIn


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