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Transcript of KNOWLEDGE MANAGEMENT’S NEXT FRONTIER: DEVELOPING ORGANIZATIONAL KNOWLEDGE BY ANALYSING...
KNOWLEDGE MANAGEMENT’S NEXT FRONTIER: DEVELOPING
ORGANIZATIONAL KNOWLEDGE BY ANALYSING UNSTRUCTURED
CONTENT USING VISUAL ANALYTICS
HERMAN J. VAN NIEKERK (Ph.D M.Ed)
Director: Suritec (Pty) Ltd
11 Lansdowne Road
Claremont
Cape Town, South Africa
ANNELIE PRETORIUS (Ph.D MA)
Researcher: Academic Programmes
10 Bird Street
Central
Port Elizabeth, South Africa
Organizational knowledge remains an important and valuable corporate asset. Knowledge
Management must therefore continuously strive to improve the discipline in both theory and
practice. Recent advances in KM thinking and practice have been limited and it appears that most
knowledge management processes have reached a level of maturity. This paper explores the
primary elements of the knowledge management process and concludes that the analytical and
knowledge creation process of Knowledge Management can be significantly improved through the
use of visual analytical tools. A grounded theory research methodology was adopted since there is a
lack of prior research where visual analytics were used in analysing vast amounts of textual data in
order to create organizational knowledge. Customer complaints records from the retail and
insurance industries were obtained and used as case studies to demonstrate how vast amounts of
text data can be visually analysed to assist with analytical interpretation and decision-making. The
research concluded that visual analytical tools can play a significant role in creating organizational
knowledge and simultaneously improve the analytical process of Knowledge Management. Visual
Analytics is a highly relevant emerging field and it offers many applied research and practical
opportunities to advance the field of Knowledge Management.
1. Introduction
There has been an enduring recognition for the importance of knowledge. Marshall
(1965: 115) argues that capital consists, in the greater part, of knowledge and
organization and that knowledge is the most powerful engine of production organizations
can focus on. Drucker (1993) and others continued with this theme and argued that the
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basic economic resource is no longer capital, natural resources or labour, but is and will
be knowledge. However, the financial crises of the last couple of years have raised many
questions about the role capitalism plays in business and society. De Soto (2012: 1)
argues that reformers and policymakers must recognise that they are not dealing with a
financial crisis but with a knowledge crisis and claims that capitalism does not need to be
rethought or re-invented; it simply has to be re-discovered. Similarly, discussions at the
2012 World Economic Forum in Davos, Switzerland highlighted the importance of
knowledge and the message which emerged is clear: Knowledge is the new capital.
Knowledge is the most important organizational resource and the fundamental basis
of competitive advantage and through superior knowledge an organization can
understand how to exploit and develop its traditional resources better than its competitor
(Skyrme 2002: 10). It is thus important that corporate strategists and epistemologists
reassess Knowledge Management to see where there are shortcomings and what can be
done to improve the entire spectrum of KM processes and practices.
Most aspects of the KM process have reached some level of maturity both in terms
of organizational practices and use of technology. However, it appears that advances in a
critical aspect of the KM process, the analysis and interpretation of organizational
content, has been slow. Much emphasis is placed on the analysis of structured data which
falls within the domain of Business Intelligence. However, on the other hand
organizations still struggle to analyse their unstructured, text-based content. This is a
valuable source of organizational information which can yield important discoveries to
improve decision-making in key organizational activities.
Key concepts and new terminology are also emerging and the discipline of
Knowledge Management needs to take notice of these developments in order to improve
KM and to stay relevant. This paper will provide a short overview of developments in
KM and will primarily explore the importance and value of unstructured content. It will
then offer solutions to the analysis of unstructured content as one of the primary sources
of an organization‟s knowledge assets. Knowledge Management‟s next frontier has
arrived: mastering the analysis and interpretation of unstructured content using visual
analytical tools.
2. Literature Review
The last decade saw a number of KM models emerging. Kakabadse, Kakabadse and
Kouzmin (2003: 75) identified and analysed five dominant models in knowledge
management and suggested a multi-model and multi-disciplinary approach to KM.
Similarly, Snowden (2002: 100) argues that KM has entered a third generation which
requires the clear separation of context, narrative and content management and challenges
the orthodoxy of scientific management. Complex adaptive systems theory is used to
create a sense-making model that utilises self-organising capabilities of the informal
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communities and identifies a natural flow model of knowledge creation, disruption and
utilisation.
Despite these and other efforts it appears that Knowledge Management has come of
age and recent advances in both theory and practice have generally been slow. In a recent
paper Lambe (2011: 193) provided a thorough overview of the antecedents and status of
KM and argues that the current malaise and fragmentation within knowledge
management are at least partially caused by a lack of awareness of its own historical
roots. Earlier Jean-Baptiste, Faucher and Lawson (2008: 3) attempted to reconstitute
knowledge management by extending existing models adopting a complexity-based
perspective. This extended model highlights the non-linear relationships among
existence, data, information, knowledge, wisdom and enlightenment.
While there are thus some attempts to advance the theory of Knowledge
Management this has not yet impacted significantly on KM practice. Despite this
apparent lack in progress a general understanding has emerged the last few years of what
constitutes Knowledge Management and it is now generally acknowledged that a socio-
technical approach is required.
KM is defined by a set of processes and knowledge practices. Birkenshaw (2001: 33)
argues that KM is a „„set of techniques and practices that facilitate the flow of knowledge
into and within the firm.” Standards Australia (2003: 1) defines knowledge management
as “a multi-disciplined approach to achieving organisational objectives by making the
best use of knowledge. It involves the design, review and implementation of both social
and technological processes to improve the application of knowledge, in the collective
interest of stakeholders.”
KM is therefore comprises both social and technological processes. This paper will
explore in particular two key elements, namely (1) The processes underpinning
knowledge management and (2) the emerging practice and tools related to visual
analytics to create organizational knowledge. This paper will subsequently review these
two elements and argue that with the exception of the analysis of unstructured content,
most KM processes have reached an acceptable level of maturity. Areas for improvement
within the analytical process will be identified and the concept of Visual Analytics will
be advanced as an emerging and highly relevant concept in order to improve Knowledge
Management practice.
2.1 Knowledge Management Process
In an extensive review of the literature spanning from 1994-2009 Mishra and
Bhaskar (2011: 347) concluded that the processes of KM is centred broadly on
knowledge creation, knowledge sharing, knowledge up-gradation, and knowledge
application. In a study by Kippenberger (1998: 14) involving nearly 40 respondents, the
majority of respondents agreed that KM is defined as “the collection of processes that
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govern the creation, dissemination, and utilisation of knowledge to fulfil organisational
objectives.”
Jean-Baptiste et al. (2008: 4) argue that it is not so much the elements of a KM
system that is important, but more comprehension of how they interact. The traditional
view of knowledge based on the data, information, knowledge and wisdom (DIKM)
construct cannot be mixed among themselves and are perceived as distinct and separate
categories. New data, information, knowledge and wisdom are respectively added to their
established base. Jean-Baptiste et al. (2008: 7) challenge this traditional, linear and
mechanistic view – a position which will be adopted in this paper that there is
interconnectedness between these constructs which cannot be dealt with separately.
These KM processes will be explored in more detail in the sections to follow. The
following diagram visually displays the primary Knowledge Management processes and
associated practices with each process.
Fig. 1: The KM Process and supportive activities (Self constructed).
2.1.1 Organizational Knowledge Creation
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Organizational knowledge creation is the result of organizational learning. It remains
a basic truth: competitive success is the result of superior learning and this is especially
so in times of turmoil and crises (Bottger and Barsoux, 2008: 1).
The concept of organizational knowledge and learning has been researched for many
years and is arguably one of the most mature areas of knowledge management. In 1995
Nonaka and Takeuchi introduced their Theory of Organizational Knowledge Creation
and launched their SECI modela which still remains one of the most influential models of
organizational knowledge creation. Nonaka and Takeuchi (1995) proposed that
organizational knowledge is created through the continuous social interaction of tacit and
explicit knowledge involving four sequential modes of knowledge conversion:
socialization, externalization, combination and internalization, before returning once
more to socialization. The SECI model remains a highly influential model for
organizational knowledge creation. However, building on the work of a number of
authors Gourlay (2006: 1416) heavily criticised the model which does not explain how
new ideas are produced, nor how depth of understanding (necessary for expertise)
develops. The model furthermore neglects previous research, makes a mystery of
collaboration, and their model of knowledge remains unconvincing. The model also
overemphasises the role of tacit knowledge in organizational knowledge creation.
Despite these criticisms Nonaka‟s theory highlighted important issues. Building on
the earlier work of Polanyi (1958) who coined the term tacit knowledge this theory
identified two main sources of organizational knowledge, namely tacit and explicit
knowledge. Harris and Berg (2003: 5) explain explicit knowledge as knowledge that has
been captured and is represented in an explicit form (such as, a database, Web content, a
document or an e-mail). Explicit knowledge is pervasive in information management. It
is embedded in business rules and metadata that drive work management and business
process automation.
Tacit knowledge on the other hand is by definition not captured. People carry tacit
knowledge around in their minds in the form of insight, judgment, experience,
craftsmanship and creative talents – this knowledge can be expressed or represented in
some way, but never fully captured. Employees therefore carry around much of an
enterprise's tacit knowledge (Harris and Berg, 2003: 5).
This paper does not deny that some of the most valuable knowledge from an
enterprise perspective is tacit knowledge. However, the focus of this paper is on
enterprise content and in particular unstructured content. Following on Jean-Baptiste‟s et
al. (2008: 4) earlier argument one should clearly understand the relationship between
data, information and knowledge. Data comprises both structured and unstructured data.
Structured data falls within the domain of data mining and advanced statistical software
tools are used to interrogate structured qualitative data to discover patterns which could
assist in planning and decision-making. Unstructured data on the other hand is found in
a Socialization, Externalization, Combination and Internalization (SECI)
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documents, emails and other formats which are collectively known as unstructured
content.
Until now organizational knowledge creation was mainly limited to two main
strands. Tapping and capturing employees‟ tacit knowledge is a well-researched topic. It
is also well applied in organizational learning theories and through various models such
as the SECI model and using KM practices such as Lessons Learnt and After Action
Reviews (AARs). Secondly, and in addition to capturing tacit knowledge there are many
attempts to analyse the structured content / data of an organization through the use of
business intelligence statistical software and tools.
However, the biggest challenge is the analysis of unstructured content and to create
organizational value from the mass of unstructured content available within
organizations. Some developments in Social Network Analysis (SNA) have attempted to
research the impact of knowledge and social networks. This had limited value in creating
deep organizational knowledge. The next real frontier in KM is the challenge to analyse
its unstructured content. Recent developments and technological advances in the field of
visual analytics now present forward-looking organizations with the ability to tap into
this mostly unused source of organizational information to create usable knowledge
which will bring added business value.
Organizational knowledge creation is mostly associated with organizational learning
theories and where the human element is the primary focus. Knowledge Management
practices such as After Action Reviews (AARs), Best Practices and Lessons Learnt are
closely associated with generating organizational knowledge and have been extensively
researched and applied in practice and is not the focus of this paper.
On the other, the use of analytical reasoning tools in knowledge creation is limited to
tools such as mind maps and other similar software. In order to create organizational
knowledge a process of analysis must take place. In other words, data is taken and
interrogated with the aid of analytical tools. The data is analysed to show trends and
patterns which allow the analyst to interpret vast amounts of unstructured data on which
decisions can now be made. Once this information is acted upon one can learn from it
and hence new knowledge is created. The use of analytical tools to aid interpretation will
be the primary focus of research in the next section.
2.1.2 Analysis and Interpretation
Knowledge discovery and interpretation are essentially human actions. Analysis
occurs in two ways, namely: (1) humans use their analytic capability to analyse and
interpret content and (2) using advanced statistical software to analyse vast amounts of
structured data. The latter aspect made rapid advances the last few years and many
vendors provide highly advanced statistical software applications which are used to
interrogate and analyse structured databases. This is mostly referred to as Business
Intelligence and is not the primary focus of this paper.
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From a cognitive perspective analysis of textual, qualitative data remains a difficult
task. Within the field of Competitive Intelligence a number of techniques have emerged
to assist analysts with analytical interpretation of qualitative data. Heuer and Pherson
(2011) described more than 50 structured analytical techniques ranging from Scenarios to
Lynchpin analysis. One of the most advanced and applied techniques today is the
Analysis of Competing Hypothesis (ACH). These techniques are mostly used by political
and intelligence analysts and the extent to which these techniques are applied in business
remain limited. This aspect of analysis falls outside the scope of this paper.
The problem of acquiring and using new knowledge is a major issue for many
modern enterprises striving for increasing their efficiency. The factors that make the task
of data analysis and acquiring new knowledge even more complex are considerable
volumes of data to analyse, the absence of formalised models of objects studied, the
necessity to obtain prior knowledge about data received, limitations of technology and
inconsistency of data (Andreev, Volhontsev, Iwkushkin, Karyagin, Minakov, Rzevski
and Skobelev, N.D:1).
Until recently the above was a major shortcoming and the analysis of unstructured,
text-based data was limited and in most cases not possible. This approach is also referred
to as text harvesting. However, with the emerging field of Visual Analytics attempts to
analyse this vastly untapped source of organizational knowledge has now become reality.
This concept and the approaches used will be explored in much greater detail in the
section dealing with Visual Analytics.
2.1.3 Organize and Storage
The organization and storage of corporate information underwent a number of
changes during the last decade. Enterprise Content Management is now an acceptable
concept and also changed a number of times. AIIMb defined ECM as “the strategies,
methods and tools used to capture, manage, store, preserve, and deliver content and
documents related to organizational processes. ECM tools and strategies allow the
management of an organization's unstructured information, wherever that information
exists.” (2011: 1).
Unstructured content enters an organization's IT infrastructure from a variety of
sources such as email, instant message, text document, spread sheets, electronic forms
and paper documents. Taxonomy provides a formal structure for information, based on
the individual needs of a business. Categorization tools automate the placement of
content (document images, email, text documents, i.e., all electronic content) for future
retrieval based on the taxonomy (AIIM, 2011: 1).
The organization and storage of data is a well understood and applied field within
Information Management and most organizations have implemented and applied
b Association for Information and Image Management
8
taxonomy structures. A number of taxonomy standards have been developed such as
Ontology Inference Language (OIL), the Dublin Core standardc and Topic Maps. Topic
maps are a new ISO standard for describing knowledge structures and associating them
with information resources. As such they constitute an enabling technology for
knowledge management (Pepper, 2000: 1).
Organizations have been mostly successful in managing their content through
properly designed taxonomies and accompanying metadata. This paper will therefore not
explore this in greater detail.
2.1.4 Share and Distribute
Collaboration is a vital cog in the “wheel” of knowledge management. The exchange
of knowledge between individuals and enterprises is accomplished by knowledge sharing
technology, enabling tools that provide communication and knowledge capture in the
form of wikis, blogs, online repositories, and instant messaging applications (Hedgebeth,
2007: 49).
Arguably the most popular tool to share and distribute information in a company is a
corporate intranet. An intranet is an internal or private computer network that is
accessible only to people within an organization. Increasingly, intranets are being used to
deliver tools and applications with the purpose to collaborate and share information.
Within the KM discipline the sharing and distribution of knowledge is probably the
most widely researched and applied practice. In particular, corporate intranets are
depicted as a key part of the solution to the knowledge management. Intranets use
internet technology to build internal computer networks, thus offering the potential for
information sharing and collaboration across departments, functions and different
information systems within the organization.
However, the advances in technology and the use of intranets have not removed the
challenges related to the obstacles posed by corporate culture not conducive to
knowledge sharing. Practices such as Communities of Practise (CoPs) are used in
attempts to change employees‟ behaviour to adopt a culture of sharing and collaboration.
These are well known and used practices. The recent advances in Web2.0 technologies
and Wikis as information sharing platforms have greatly contributed in advancing
knowledge management in practice and will not be explored in this study.
2.1.5 Apply and Adapt Knowledge
Applying knowledge to inform decision-making is one of the last but important steps
in the knowledge management cycle. Tally (2011: 3) argues that decision making is not a
well-defined field. It includes a variety of processes that are all intermediate steps
c ISO 15836:2009 establishes a standard for cross-domain resource description, known as the Dublin Core Metadata Element Set
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between thought and action. They are the precursors to behaviour. They express our ideas
into their active consequences in the world.
In an extensive study covering over 90 companies Nicolas (2004: 23-29) argued that
KM has evolved and is now in a strategic-learning phase where learning priorities are
aligned with business strategies which necessitates that KM should have an impact on
decision-making. Nicolas (2004: 26) identified three phases in the decision-making
process, namely intelligence, conception and selection. He concluded that both tacit and
explicit knowledge are involved through the decision-making process but with different
intensity in each phase. His study concluded that KM plays a role in decision-making
though it might fluctuate in intensity depending in which phase of decision-making it is
used.
It appears that this aspect of KM is less researched and focussed on than the other
KM processes. However, it falls outside the scope of this study and will not be explored
in any depth.
2.1.6 Reflection / Review
The use of reflective practices has been well researched within the field of
Organizational Learning. Reflection is an active process. It involves the examination of
past experiences and gaining some conclusions that can inform future activities. Raelin
(2002: 66) states that reflection is the “practice of periodically stepping back to ponder
the meaning of what has recently transpired to us and to others in our immediate
environment. It illuminates what others and we have experienced, providing a basis for
future action. In particular, it favours the process of inquiry, leading to an understanding
of experience that may have been overlooked in practice. (. . .) It typically is concerned
with forms of learning that seek to inquire about the most fundamental assumptions and
premises behind our practices.”
One form of learning that has emerged from reflective practice is the After Action
Review (AAR) which is widely used within Knowledge Management. AAR is a process
technique that uses a review of experience to avoid repeated mistakes and reproduce
success. Initially developed by the United States Army, many organizations have adopted
and employed the process. AARs have been extensively researched by Dixon (2000),
Garvin (2000) and others.
2.2 Assessment of the KM Processes
The preceding literature review indicates that most elements of the KM process are
well developed and embedded in knowledge intensive enterprises. Most of these
processes are also well supported with IT tools such as portals, Business Intelligence
software and collaborative tools such as wikis. KM practices such as Communities of
Practice, After Action Reviews and Lessons Learnt are also widely in use.
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However, it appears that the analysis and interpretation process is a neglected area of
both research and practice. With the exception of the use of Business Intelligence and the
analysis of structured data using data mining techniques this field requires much more
attention to improve the discipline of Knowledge Management. Unstructured content
comprises a vast amount of an organization‟s information assets and should be a core
focus area of Knowledge Management.
The recent emergence and developments in the field of Visual Analytics provide KM
with new tools and impetus to improve its practice. The following section will explore
Visual Analytics and its relevance for KM in more detail.
2.3 Visual Analytics
Visual analytics has become the most optimal way for people to explore and
understand data of any size. Technologies based on visual analytics have moved from
research into widespread use in the last few years, driven by the increased power of
analytical databases and computer hardware (Hanrahan, Stolte and Mackinlay, 2009:1).
Knowledge-assisted visualization has been a fast growing field because it directly
integrates and utilizes domain knowledge to produce effective data visualization (Wang,
Jeong, Dou, Lee, Ribarsky and Chang, 2009: 1). Similarly, content analytics has the
potential to transform the way companies operate in ways both large and small, according
to industry watchers and analysts. The latter noted that text analytics tools are getting
better at interpreting the contents of documents, records and other text-based information
(Kelly, 2011: 1).
Visual analytics integrates new computational and theory-based tools with
innovative interactive techniques and visual representations to enable human-information
discourse. The design of the tools and techniques is based on cognitive, design, and
perceptual principles. This science of analytical reasoning provides the reasoning
framework upon which one can build both strategic and tactical visual analytic
technologies for threat analysis, prevention, and response. Analytical reasoning is central
to the analyst‟s task of applying human judgments to reach conclusions from a
combination of evidence and assumptions (Thomas and Cook, 2006: 4).
Hanrahan et al. (2009: 2) define visual analytics as the process of analytical
reasoning facilitated by interactive visual interfaces. Thomas and Cook (2005: 33)
expanded this and state that visual analytics strives to facilitate the analytical reasoning
process by using software that maximizes human capacity to perceive, understand, and
reason about complex and dynamic data and situations. It must build upon an
understanding of the reasoning process, as well as an understanding of underlying
cognitive and perceptual principles, to provide organizational and business appropriate
interactions that allow analysts to have a true discourse with their information.
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Hanrahan et al. (2009: 3) identified seven essential elements of a visual analytical
application. The following three characteristics are highlighted here namely: Visual
Exploration, Augmentation of human perception and Visual Expressiveness.
Visual Exploration: Querying, exploring and visualising data as a single process.
Augmentation of Human perception: Visual thinking is explored and encouraged –
the brain‟s ability to process pictures faster than text is leveraged. Genuine visual
analytics applications encourage visual thinking by leveraging the powers of human
perception. The human brain possesses an amazing capacity to process graphics
faster than it can process tables of numbers.
Visual Expressiveness: visual displays have depth, flexibility and multi-dimensional
expressiveness.
TechTarget (2011: 2) argues that one of the reason visual analytics is so important is
the iterative questioning of the data that it enables. Analysts can interact with the data in a
number of ways to create different visualizations. The following diagram represents how
information is exploited through a human-machine interaction in order to create
knowledge.
Fig. 2: Information Retrieval as adapted from FPS (Goosen, 2011).
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2.5 Conclusion
Recent advances in technology based on Visual Analytics provide KM practitioners
and corporate analysts with highly advanced tools to analyse the unstructured content of
an enterprise. The areas where Visual Analytics can be applied are limitless but include
inter alia Forensic Analysis, Market Research, Competitive Intelligence and other areas
where unstructured content is a primary source of information.
For the purpose of this study sample data were taken from cases in a Customer
Complaints department in the retail sector and policy retention unit in the insurance
industry. Using a Visual Analytical tool the data was analysed to show how large
volumes of unstructured text can be analysed to improve decision-making and
competitiveness.
3. Research Methodology
The research approach adopted in this study is a grounded theory methodology
(Strauss and Corbin: 1998). This approach was adopted since there is a lack of prior
research in this area where visual analytics were used in analysing vast amounts of
textual data in order to create organizational knowledge. Grounded theory allows
tentative theories or theoretical propositions to be explored through additional instances
of data (Schwandt, 2007: 131). This is the case with this research and a grounded theory
approach was therefore considered to be the best research methodology for this specific
research.
The basic idea of the grounded theory approach is to read (and re-read) a textual
database (such as a corpus of field notes) and "discover" or label variables (called
categories, concepts and properties) and their interrelationships. The grounded theory
methodology is thus well suited when using visual analytical tools as it closely resembles
this basic premise of interrogating textual databases. The use of visual analytics is further
reinforced by Charmaz (1990 and 2006) who identified a number of features that all
grounded theories have such as (1) simultaneous collection and analysis of data and (2)
creation of analytic codes and categories developed from data and not by pre-existing
conceptualisations (theoretical sensitivity).
Visual analytics allow the researcher to continuously interact with, and analyse the
data, leading to new discoveries. A Grounded Theory approach is thus deemed to be the
best methodology to conduct this research. Using this methodology this study seeks to
offer a concrete interpretation how visual analytical tools can be used to interrogate and
analyse vast amounts of unstructured data in a customer complaints environment.
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Due to the confidential nature of the data and the results of the analysis the names of
the companies cannot be revealed. The network view image used is also not based on the
data which was analysed and only serves as an illustration of what was done.
3.1 Data Collection
Two case studies were used. The first case study focused on Customer Complaints
received at a Call Centre in the retail sector. These complaints were captured by call
centre operators and were all text based. A total of 20 000 records were received which
were then cleaned and structured into XML categories embedded in the data such as call
centre operator code, store code/location and other relevant fields such as date and time.
The second case study relates to a call centre in the insurance industry. The objective
was to determine reasons why clients cancel or move their insurance policies, sometimes
to competitive firms. A total of 10 000 records were received as a pilot study.
3.2 Data Analysis
Data analysis was done using a Visual Analytical tool from Future Point Systems
(FPS)d. This tool makes use of highly advanced computational linguistics software to
analyse text and to make a number of visualisations possible. The data was provided in
Microsoft Excel (*.xslx) files where the fields contained text and not numbers. Using a
configured processor in Future Point Systems Starlight Data Engineer (SDE) the Excel
files were initially converted to XML and then the content was processed to identify and
normalise entries and identify possible relationships between the entities. The SDE
processor output was saved as XML which was then imported into Starlight Visual
Information System (VIS) for analysis.
The first view analysts normally use to get a high level overview is called a Topic
view. The Topic View enables users to quickly look for groups of similar documents by
subject matter or theme using the unstructured text in the data. This unique visualization
technique enables users to quickly explore qualitative data. The image in Figure 2
represents a topic view of the customers‟ complaints in the retail industry. Similar words
/ text were grouped together to quickly allow the analyst to what records were grouped
together. These include high density clusters such as chicken, disappointed with quality,
packaging, rotten and milk sour. The colour coded bar on the right provided 95 different
areas of operations like Butchery, Consumables, Seafood Counter, etc. and combined
with the topic clustering quickly gave a visual interpretation where the major areas of
complaints originated from.
d For more detail visit http://www.futurepointsystems.com
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This view provided a high level overview of where problems exist in the customer
complaints area. From this view the data can now be manipulated to provide different
views of exactly the same set of data, and/or to drill down into specific topic clusters such
as [chicken] to get a more detailed view of what the specific complaints about that
specific cluster are.
Fig. 3: Topic View: Customer Complaints in a Retail Company.
The second visualization used in the same set of retail data is the Category View
(Figure 4). This visualization collects values from sets of data, sorts the values into
distinctive buckets, or categories and subcategories, and presents that information
visually to the user. This view illustrates how values are distributed throughout a set of
records.
The category view highlighted which products received the most complaints (Food
category - Milk, Salads). Food complaints were mostly about foreign objects in food and
could also be linked to specific suppliers / specific shops.
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Fig. 4: Category View: Customer Complaints in a Retail Company.
The visual analysis of these customer complaints brought new insight into the
company‟s customer complaints and created valuable knowledge which was previously
unknown. The analysis of more than 20 000 records containing large amount of free text
was previously also not possible. The company could take immediate actions to improve
the situation and unlocked huge value from their unstructured content. One example was
that the company was unaware of the extent to which customers were dissatisfied with
the packaging quality of the products. This could now be investigated in detail to ensure
better customer satisfaction.
The third visualization (Figure 5) is based on applying the knowledge manager
network view. This visualization was applied to a set of over 10 000 records from a
company in the insurance industry and linked customer cancellations of policies to
reasons why these are being cancelled and to which brokers and/or intermediaries these
were linked. The most important aspects which emerged from this visualization were:
The most compelling reason for changing policies was that better benefits from other
policies were available.
Many customers were unaware that the company offers similar and in fact some
cases better options than competitors. In these cases the policy was cancelled and
another was issued with the same company.
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In a minority of cases it became clear that some brokers moved the policy to
competitive companies. These brokers probably got better benefits from competitive
companies and the company in question could make now changes in their broker
policy in order to retain as many customers as possible.
Nine call centre operators were employed but more than 50% of calls were captured
by only two operators. This allowed for mistakes to occur in data capturing and
potential bias to develop.
The analysis highlighted one specific competitor product as a major threat in moving
policies.
The following visualization is an example of how this was done. Due to the
confidential nature of names and companies in question the original data cannot be used.
Fig. 5: Visual Analytics – Knowledge manager Network view.
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3.3 Summary: Visual Analytics and Organizational Knowledge
This paper attempted to show that the KM process of analysis and interpretation can
be much improved through the use of Visual Analytical tools, that the latter can unlock
business value from previously untapped information sources and that it challenges the
traditional model and view of how the DIKM model is perceived.
From the research presented it is clear that Visual Analytical tools give organizations a
powerful ability to analyse unstructured content and an ability to tap previously unused
source of information. It revealed insights into previously unknown trends and visual
interpretation allowed deeper insight into and use of organizational information assets.
Unstructured content comprises up to 80% of organizations content. Leveraging the
advances in the field of Visual Analytics many opportunities present itself to create
organizational knowledge and subsequent business value.
Most of the KM processes have reached an acceptable level of maturity in both the
use of technology and practical understanding and application. The one exception is the
analysis of unstructured content which relies heavily on human interaction. Visual
representations translate data into a visible form that highlights important features,
including commonalities and anomalies. These visual representations make it easy for
users to perceive salient aspects of their data quickly. The human mind is limited in the
amount of data it can absorb and analyse. With Visual Analytical tools analysts are now
able to analyse vast amounts of unstructured, text content and allow analysts to interact
with the data to enable them to interpret and analyse large volumes with ease.
There is little doubt that developing a visual analytical capability in an organization
has advantages. One of the most important ones is the ability to interrogate and analyse
vast amounts of information through technological tools which the human brain is not
capable of. Tapping into this vast and mostly unused source of information asset will
certainly provide companies with a competitive advantage.
In order to develop this ability companies will face some challenges. These include
developing the skills and expertise to use analytical tools and to obtain relevant talent.
The latter will in the short term be one of the biggest challenges. Analysts and employees
will have to familiarise themselves with the emergence of new terminology in this field
and the functionalities associated with new technology. While the use of visual analytical
tools will not be for everyone in the organization managers need to have a sound
understanding of information management and how new technology can create business
value.
This constant interaction between analyst and data creates an iterative process
between data, information and knowledge. This constant non-linear interaction between
these constructs challenges the traditional view of the linear DIKM model and provides
practical evidence of earlier theoretical claims brought against the traditional, linear view
of the DIKM model.
18
As a research agenda, visual analytics brings together several multi-disciplinary
disciplines including computer science, information visualization and cognitive sciences.
Similar to the multi-disciplinary nature of Knowledge Management these present
countless research opportunities. Within the field of Knowledge Management
practitioners and theorists need to urgently take notice of these developments in order to
stay relevant and to contribute to a vast expanding field and body of knowledge.
The next and previously unconquered frontier in Knowledge Management has
arrived. It is now possible to analyse large amount of unstructured content and companies
need to develop the necessary skills and tools if they want to remain competitive in a
rapidly developing field of organizational knowledge management.
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