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    Knowledge Management

 

  • Commercial finance knowledge management, responsible for supporting management and employees with knowledge management issues related to financial services, regulatory compliance and reporting, developing and implementing strategies to increase efficiencies and optimize client service, as well as in developing a training curriculum for the in-house legal department.

 

  • Employment and compensation knowledge management, responsible for managing employment and compensation legal content projects, training and knowledge initiatives.

 

  • Intellectual property technology knowledge management, responsible for managing all knowledge management initiatives related to intellectual property and the technologies used for intellectual property learning, litigation, management and research.

 

  • Investment funds knowledge management, responsible for managing the creation, organization, and delivery of knowledge assets company-wide.

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  • Real estate knowledge management, responsible for working closely with real estate professionals and attorneys to support company-wide knowledge management initiatives by providing foundational knowledge management tools and by optimizing relevant technology solutions.

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  • Prepared communications and tailored thought leadership materials for clients regarding relevant knowledge developments, such as push-driven marketing messages, newsletters and presentations.

 

  • Developed and implemented training programs, managed all real estate knowledge assets, and drafted email notices.

 

  • Support for in-house legal department to maximize data utilization efficiency, and to organize and catalogue institutional knowledge and experience.

 

  • Developed and implemented a plan for promoting thought leadership and initiative, to raise the company-wide technology-awareness profile.

 

  • Created substantive knowledge assets and implemented a portfolio of relevant knowledge management services, such as the collation and organization of business and legal precedent, the development of standard forms and templates, the regular dissemination of current relevant issues resulting from monitoring relevant legal and regulatory developments, and the facilitation of legal research and inquiries from staff and clients.

 

  • Assisted clients with various projects, thus allowing for client-billable time.

 

  • Collaboration with the in-house legal department in identifying, collecting, and organizing work product in the relevant investment funds knowledge management database.

 

  • Drafting and maintenance of content, forms, templates and other knowledge assets, as well as preparation of new materials for on-demand presentations to clients on various relevant topics.

 

  • Developed client-specific forms and templates, where clients required certain standard repetitive form documents.

 

  • Monitored current legal developments for the practice or office, and informed attorneys of important events through emails, bulletins, or other appropriate means.

 

  • Provided training with regard to all knowledge assets within the enterprise including the forms and templates, as well as more generalized training on the investment funds knowledge management database.

 

  • Identified opportunities for internal and external training in relation to professional development and updating on current legal practice and developments for the in-house law department.

 

  • Provided advice on internal inquiries about knowledge management issues relating to investment funds, and conducting research to deliver informed advice.

 

  • Developed a strategy for thought leadership, identifying areas of focus, following new developments, drafting and curating articles, identifying opportunities to provide content and training.

 

  • Formulated, assessed, prioritized, implemented, updated and reported the company knowledge management plan.

 

  • Created, curated, managed and updated relevant business and legal forms, templates, checklists, precedents and other substantive content.

 

  • Identified and summarized relevant legal, market and industry real estate developments.

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  • Served as the primary administrative contact for knowledge management initiatives and projects.

 

  • Captured, analyzed and disseminated market trends and key data points, including by optimizing the real estate knowledge management database.

 

  • Measurably-improved business by optimizing technology, including through artificial intelligence-based solutions, document automation and data analytics, and improved workflow processes to facilitate transaction management.

 

  • Collaborated with other business groups, including human resources, IT, professional development, business development, and marketing.

 

  • Collaborated with the senior management regarding research, archiving and litigation issues.

 

  • Provided strategic direction for the all knowledge management initiatives.

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  • Provided guidance regarding career development for personnel, thus ensuring a high standard of performance, and fostering communication and dialogue with employees regarding knowledge management issues.

 

  • Prepared annual performance reviews regarding relevant employees.

 

  • Facilitated monthly team calls and in-person meetings as required.

 

  • Implemented a requirements analysis regarding the configuration and implementation of supporting technologies, including knowledge management databases, document drafting, and automation tools.

 

  • Served as the final approver for all new knowledge management initiatives, and monitored ongoing knowledge management projects.

 

  • Promoted awareness regarding knowledge management assets, resources and best practices.

 

  • Participated in relevant forums on knowledge management to gain best practices information and then summarized and presented such information to relevant personnel.

 

  • Developed budget requirements for all knowledge management expenses, and worked with management to budget expenditures and monitor variances.

 

  • Assessed relevant knowledge management needs, defined and implemented a strategic plan to meet those needs, and established mechanisms for regular review of the plan efficacy.

 

  • Created and captured practice-related knowledge management content.

 

  • Designed and Implemented procedures for accessing, capturing, disseminating, filtering, and storing materials and information, including model forms, templates and precedents.

 

  • Supported management to ensure that all model forms and templates were updated to reflect changes in applicable laws, regulations, market standards and best practices, and ensured seamless accessibility of information and precedents through the appropriate portals.

 

  • Trained personnel on how to access knowledge resources in the appropriate portals.

 

  • Identified training needs and coordinated with employees to organize, design and deliver training sessions including seminars, workshops and offsite training.

 

  • Provided direct support to assist with locating internal and external knowledge resources.

 

  • Worked with the attorneys to establish legal project management processes to capture matter information at all stages of a case and conducted post-matter lessons-learned reviews.

 

  • Worked with the marketing department to identify business development opportunities from new and existing clients through articles, briefing notes, and client trainings.

 

  • Identified issues and developments of relevance to key clients as part of ongoing business development.

 

  • Monitored and informed relevant personnel about important developments in applicable statutes, regulations, judicial decisions and the business environment through bulletins, training, know-how meetings and other processes.

 

  • Identified trends in the law or business environment and suggest innovative ways to deliver services to clients more efficiently and effectively.

 

  • Participated in industry events to raise the company’s profile as a thought leader and keep up to date with developments and emerging legal technology.

 

  • Researched, evaluated, tested, recommended, procured and used many knowledge management software platforms, such as Alloy Navigator, Atlassian Confluence, Bitrix24, Bold360, Bloomfire, Capacity, ComAround Knowledge, Document360, elevio, elium, eXo Platform, Guru, Happeo, HappyFox, HelpCrunch, Helpjuice, Inbenta Knowledge Management, Inkling Knowledge, Inmagic Presto, IntelligenceBank, Knowledge Center, KnowledgeOwl, KPS Knowledge Management Software, Litmos LMS, Lucy, MyHub, Onna, ProProf KnowledgeBase, Remedy Knowledge Management, RightAnswers, SABIO Knowledge Management, ServiceNow Knowledge Management, Tettra, Thought Industries, Vanilla, Yext, Yonyx, Zendesk, Zoho Desk.

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   Last updated 200720_1801

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