Does anyone know of content demonstrating implemented knowledge management systems in organizations? All I find when searching "how to implement knowledge management" are super useless slide decks about "define the goals of your KM strategy", "implement it" etc.
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Like I want a tour where someone says "okay, so we have XYZ Word documents across ABC SharePoint sites and here's how we deal with them"
or "This is how we have set up our Confluence for fantastic Knowledge Management across 3 departments"
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Any blogposts, YT videos, conference talks, or books that go into detail?
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Love it, thanks!
Still: Exhibit 5.3, Point 11: "Create a system to record, organize, and retrieve notes"
He says to use OneNote, and to tag things. Which is good advice, but he's focused on the individual analyst.
How does a team do this well?
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Commonly? There is a shared folder. At the end of the research process, an analyst delivers a 1-2 page pitch. This is presented to the PM along with an Excel model. (Some do it during the weekly investment meeting). Then it gets dumped into the shared folder.
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The shared folder is organised according to sector, then company, then date.
As an analyst you start from this shared repository. You look at pitches from prior analysts. Most importantly you look at their model. This is your starting point.
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This is a generic process of course. Some larger funds have a custom built internal system for filing these and searching these notes. And this is buy side; on sell side there is a slightly different approach to keep track of the word + excel files.
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I suppose this context matters because the author of that book is writing with the expectation that the reader understands this context.
(I’ve never been in finance btw, I’ve just interviewed finance folk a lot because their info management needs is more demanding than most).
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Thank you so much for this rundown!
I imagine the search component is what becomes the central bottleneck at some point.
I also imagine people aren't super willing to talk about their custom tooling and treat it as a trade secret that gives them a competitive advantage?
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Not really actually! Most of them think this is a stupid thing that doesn’t matter THAT much.
Re: the search component, my understanding is that it’s distributed cognition. Since many funds run their pitches in a team setting, people can ask each other what they remember.
e.g. “Hey Joe, remember that steel company you pitched in Q2 of 20? Whatsisname again? Does this event affect your thesis then? Should we take a second look?”
A macro trader also told me that they do shared sensemaking in a massive Outlook thread, and use that to search.
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