Testimonials

Dana Schmidt - Director of Professional Development, O’Sullivan Creel
From a knowledge capture standpoint, the potential is huge with regard to building a database of valuable information that our team members can tap into. Currently, team members have to "know" or "guess" who to ask a question of. This way, they can search the system first and then find (in most cases), multiple experts to ask their question of. That's huge to me!

Also, the ability to collaborate in producing the knowledge/information that goes into the system is excellent! I also see this as furthering our efforts to create a one firm culture and moving people out of thinking mainly of the office in which they work, to thinking of the division and then to thinking of the firm. The communities of practice which cross office boundaries will be an asset for communication in this effort.”

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Mike Johnson, Partner, O'Sullivan Creel
There are a lot of things about the solution that I really like,” Johnson acknowledges. “First, we can manage the content to make sure that it is correct and accurate. Second, I can join the communities I need to join to serve my clients better. And third, from a firm wide perspective, KnowledgeConnect offers a great way to get best practices out and standardize the approach that we use to serve our clients – helping us make sure that we stay on the cutting edge of information to serve our clients properly.

When you ask a question and send it to a community or individual, they are going to answer it, get it back to you, and it’s going to get published,” explains Johnson. “If you can send an e-mail, which is basically what you’re filling out when asking a question through KnowledgeConnect, the question and the answer are going to get captured, and then it’s going to be available to everybody.”

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George Balhoff, Partner, Postlethwaite & Netterville
(about the implementation of KnowledgeConnect)
You are required to know everything about everything to sit for the CPA exam, but shortly after that you begin to specialize in different areas. The benefit in our firm is we have that expertise in different people. To be able to access it - and access it easily - is important to us.

One advantage that a lot of people found was the ability to create business rules. For example, you can set a rule to forward unanswered questions to people that have expertise in a particular area. So, if I hadn’t looked at something within a period of time, KnowledgeConnect would notify somebody else who had the authority to answer or delegate things in that area, but not necessarily across the board,” says Balhoff.”

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Other comments from Early Adopter Firms

How do you see this product improving or adding value to your business and/or daily workflow?

• “I think it will be a good place to store questions we have to research so that we don't have to re-research them.”
• “It is possible we could leverage the search feature to include other data sources.”
• “It will give the ability to find a resource or easily determine which person in the company has knowledge about a certain subject.”
• “Seems to be a great way to build a database of questions.”

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