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Shackleton Group Knowledge Transfer

Business Challenge:
Traveling consultants within this national consulting firm were challenged by inefficient collaboration amongst peers, by not having access to the most recent versions of processes, and by inadequate knowledge transfer to new consultants.  Knowing that the majority of how consultants learned and developed was from one another, the principals of the consulting firm were searching for a learning solution that would facilitate peer-to-peer sharing and collaboration, thus improving version control and reducing rework.

Solution: 
Orbital RPM worked directly with the firm’s principals and field consultants to design and implement a scalable peer-to-peer collaboration solution for all levels of the consulting firm. 
Given the geographic dispersion of consultants as well as the need to collaborate, preserve version control and get others up to speed quickly, an on-line solution was chosen that included elements of social software and knowledge management.   
Social software is a powerful way for people to collaborate and it was the perfect fit for traveling consultants to work together on client as well as internal projects.  All of the firm’s consulting processes and procedures were uploaded into the system and consultants were then able to contribute to and access the most up-to-date versions of any aspect of a project.  In addition, elements were added to allow consultants to communicate comments through the system and upload client-specific documents for future reference.  Select individuals at the firm’s headquarters and field offices were also given access so that they could add to or retrieve from the system, knowing that what was posted was always the most recent version.  It serves as an effective knowledge management system that is integrated into daily workflow.
No system is successful if the culture is not there to support it.  Orbital RPM took great measure to involve consultants  through the design phase and spent a bulk of the project time working with consultants on how to integrate the system into their daily lives. 

Outcome: 
Consultants quickly adopted use of the new methods into their daily work.  Learning, efficiency and accuracy on internal and external projects was greatly increased while reducing email traffic and IT requirements.

October 25th, 2007 No Comments »

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