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Best practices in Knowledge Management

Updated on 08/04/2025
Best practices for knowledge management in the workplace

Knowledge Management (KM), has become a strategic pillar for companies aiming to strengthen their performance, foster innovation, and adapt to the constant transformations of their environment. Yet, without a clear methodology, many organizations miss out on the wealth of their internal knowledge, often scattered, informal, or underused. Establishing a structured and coherent knowledge management approach not only helps to better leverage available expertise but also facilitates knowledge transfer, enhances operational efficiency, and reinforces the organization’s collaborative dynamic. It is also an essential prerequisite for any artificial intelligence project: a clear and reliable knowledge base leads to more relevant and effective outcomes.

What is Knowledge Management?

Knowledge Management (KM) refers to the set of methods, tools, and processes that allow organizations to capture, structure, store, share, and leverage knowledge. This knowledge may include technical know-how, best practices, experiences, or strategic data collected from various departments or projects. These insights, often scattered across teams and rarely formalized, represent a strategic asset that must be made accessible and reusable.

 

The goal of knowledge management is to organize this information in a logical and intuitive way so that it can be efficiently transmitted throughout the organization. It encompasses both the human dimension (behaviors, sharing culture, etc.) and the technological aspect (digital tools, information systems, etc.).

 

The objective is twofold: first, to preserve the company’s knowledge over time, and second, to facilitate internal access so that every team member can fully benefit from it. This results in greater decision-making speed, smoother internal processes, reduced task and project duplication, and the development of a company-wide culture of innovation.

What is Knowledge Management?

McKinsey’s report clearly highlights the challenge: employees spend an average of 1.8 hours per day searching for information. That adds up to nearly 10 hours a week lost navigating through documents, tools, and databases. This largely unproductive time could be reclaimed and optimized through better structuring and organization of knowledge within the company.

Why implement a Knowledge Management strategy?

Increased productivity: fast, seamless, and structured access to relevant information enables employees to spend less time searching for data and more time using it effectively. This reduces duplication of efforts, strengthens autonomy, and increases team responsiveness to internal and external demands. Implementing a knowledge management strategy can lead to up to 24% productivity gains in request resolution.

 

Knowledge preservation and transfer: when employees leave, change roles, or retire, valuable knowledge can be lost if it hasn’t been captured and transmitted. By documenting and structuring this knowledge, organizations ensure the continuity of operational practices and make onboarding new hires easier.

 

Enhanced collaboration: tools and shared spaces promote cross-functional cooperation, knowledge sharing, and stronger cohesion between departments. This fosters mutual support, breaks down silos, and encourages intergenerational and interdepartmental exchange.

 

Faster innovation: sharing ideas, feedback, and best practices supports a culture of contribution. This not only improves existing processes but also helps identify weak signals, anticipate trends, and fuel research and development projects.

 

Reduced operational risks: a centralized and up-to-date knowledge base minimizes errors, aligns practices, and ensures consistent responses to recurring or complex situations.

 

Improved customer experience: by making the right information more accessible, knowledge management enables customer-facing teams to respond faster, more consistently, and in a more personalized way.

 

Readiness for AI projects: a clear, structured, and accessible knowledge base is a prerequisite for any AI initiative. It provides the essential foundation for training algorithms, effectively automating processes, and supporting reliable data-driven decision-making.

What are the 5 pillars of Knowledge Management?

People: employees are the primary source of knowledge within an organization. They are the ones who create, transmit, and enrich it on a daily basis. Their engagement, openness to sharing, and ability to collaborate and learn continuously are essential.

 

Culture: culture is the foundation that supports and determines the success of the entire approach. Promoting a company culture based on transparency, recognition of shared knowledge, and cooperation encourages the adoption of best practices and ensures long-term sustainability.

 

Processes: processes help organize, automate, and secure the key stages of the knowledge management cycle: collection, structuring, validation, updating, and distribution. Well-defined processes ensure the smooth and consistent flow of information.

 

Content: content must be reliable, up to date, well-structured, and tailored to the needs of users. Good content should be easy to understand, relevant to the business context, and immediately actionable for those who need it.

 

Technology: technology acts as an enabler by providing the tools needed to centralize, secure, search, and disseminate knowledge. However, without a comprehensive strategy aligned with business needs, technology alone is not enough.

 

The effectiveness of a Knowledge Management approach relies on the complementarity and balance between these five pillars. Each element strengthens the others. By integrating them in a coherent way, the organization creates an environment that fosters collective intelligence and continuous learning.

What are the 9 key steps to successfully implement your Knowledge Management strategy?

1. Prioritize short, well-structured documents

Documents should be concise, focused on a single topic, and clearly structured with headings and subheadings. This organization not only makes it easier for internal search engines and AI systems like AI agents to read and interpret the content, but also enhances readability and navigation for end users. A well-thought-out structure naturally guides the reader and makes content more digestible, especially in professional environments where time is limited.

It’s best to use a clean and spacious layout, with short paragraphs and consistent formatting that highlights key information. Strategic use of bold, italics, or boxes helps prioritize content and draw attention to the most important elements. For even greater clarity, consider starting each article with a brief introduction or context-setting sentence to establish the topic right away.

It’s also helpful to limit the number of ideas per section and include concrete examples or real-life use cases to illustrate your points. By maintaining a consistent and repeatable structure across all published content, you improve the overall user experience for both employees and the digital systems that will use or generate this information, such as chatbots or AI agents.

 

2. Use rich and appropriate vocabulary

Adapting vocabulary to the intended users is essential, as language precision and clarity are key factors in the effectiveness of interactions with the knowledge base. Depending on your target audience, whether internal users or external stakeholders, the tone, language level, and terminology must be adjusted to ensure clear understanding and avoid ambiguity. A centralized glossary compiling technical terms, acronyms, specific expressions, and key definitions is highly recommended to ensure consistent terminology throughout the documentation corpus.

For internal staff, a more professional tone can be used, including internal procedures, organizational specifics, or technical processes. In contrast, for external users such as clients or partners, the language should be more accessible and educational. Avoid jargon or unexplained abbreviations, favor simple phrasing, and, where necessary, include explanatory boxes or concrete examples.

This linguistic adaptation significantly improves the relevance of AI-generated responses by reducing the risk of misinterpretation or confusion. It also enhances the user experience by making content more inclusive, clearer, and more engaging. Moreover, it reinforces the organization’s credibility by demonstrating its ability to understand and address the needs of diverse audiences.

 

3. Centralize knowledge management

Organizing content in a structured repository with relevant tags makes it easier for all users to access and utilize information. A well-organized knowledge base not only enables efficient filtering but also improves navigation and reduces search time. This structure should be designed with the specific needs of each user in mind, for example, a customer support team may need to quickly find articles by customer segment or product, while an internal employee might filter by department or geographic region.

It is essential to include varied metadata such as product type, customer segment, language, country, keywords, last updated date, and distribution channel. This adds rich context to each piece of content, improving indexing by internal search engines and AI systems, while also enhancing the overall user experience. Maintaining a consistent tagging system is equally important to avoid duplicates or inconsistencies in available filters.

 

4. Use clear and unambiguous language

A clear, understandable, and accessible language for all user profiles promotes better knowledge transfer and interpretation. Clear vocabulary not only enhances comprehension for advisors and team members but also improves automated processing by artificial intelligence systems. Reducing the use of ambiguous terms, vague phrasing, or double meanings helps minimize misinterpretation and strengthens the reliability of responses.

When the use of technical terms is necessary, it’s important to define or contextualize them to ensure they remain understandable especially for new employees or external users. Adding concrete examples or alternative phrasings helps illustrate key points. This anchors the information in real-life use cases and improves content retention.

 

5. Regularly update articles

Keeping the knowledge base up to date helps maintain its relevance, consistency, and alignment with evolving practices, products, or services. Outdated information can undermine user trust, cause confusion, and lead to errors while also negatively impacting the performance of artificial intelligence tools that rely on this content to generate accurate responses.

To ensure continuous updates, it is recommended to implement a regular content review schedule based on the criticality or frequency of use of each article. This process should be supported by close monitoring of business, regulatory, or technological changes in order to anticipate necessary revisions. Every update should be carefully documented, including the date, nature of the changes, and the contributor's name, to ensure traceability and support quality audits.

 

6. Tag articles with relevant labels

Each article should be enriched with keywords and specific labels to facilitate search, classification, and reuse of content across different contexts. This semantic tagging plays a key role in the performance of internal search engines and in the efficiency of artificial intelligence systems, which rely on these metadata to index, filter, and suggest the most relevant content.

Labels should be defined using a clear and shared naming convention agreed upon by all contributors. They may include information such as confidentiality level (public, internal, private), target audience (customer, employee, partner), language, main topic, subtopic, product type, or intended channel (customer support, training, technical documentation). Each tag provides an additional layer of context that helps personalize the information and refine search results.

To ensure their effectiveness, labels must be applied systematically from the moment an article is created and updated whenever the content is modified.

 

7. Introduce rich content with an explanatory sentence

Screenshots, tables, and other visual elements should always be accompanied by a carefully written introductory sentence. This sentence serves to contextualize the information, clarify its meaning, and indicate to both the user and the AI system why the content is relevant. Without such context, visuals risk being misinterpreted or losing their value within the document’s structure. The explanatory sentence should immediately precede the visual element and clearly explain both what is being shown and how it relates to the body of the text.

Effective contextualization strengthens the semantic integration between text and image, improving the quality of embeddings used by AI to understand and index documents. It also helps guide the user’s attention and enhances the educational impact of the content. It's helpful to specify whether the visual illustrates a concrete example, a process, a result, or a platform screenshot. For consistency, it is recommended to apply this approach to all multimedia elements included in the knowledge base.

 

8. Implement version control

Version tracking ensures that users always access the most up-to-date, validated, and applicable information. It helps prevent confusion caused by outdated content, reduces the risk of operational errors, and maintains overall consistency across the documentation corpus. Version control also facilitates the traceability of changes made to each article and enables contributors to collaborate effectively without overwriting each other’s input.

It is recommended to use a version management system with clear identifiers (such as date, version number, and author of the change), and to maintain a history of modifications. This process allows for easy rollback to a previous version in case of error or disagreement. Transparency regarding content updates also strengthens user trust, as they can see when and why an article was modified.

Finally, an effective versioning system can be integrated into an editorial validation workflow, in which each change is reviewed or approved before being published. This approach helps ensure the quality and relevance of the information shared within the knowledge base.

 

9. Create cross-links between articles

Articles should include internal references to enrich the user experience and support smooth navigation across the different pieces of content in the knowledge base. This internal linking strategy allows users to naturally explore related resources, deepen their understanding of a topic, or access relevant explanations without needing to start a new search.

Beyond improving the user experience, cross-links also strengthen the consistency of the documentation corpus by revealing logical relationships between pieces of information. They help structure knowledge more intuitively and optimize the reading journey. For AI systems, these interconnections enhance semantic analysis and improve the relevance of response suggestions.

It is recommended to systematically identify, during the writing process, existing content that can be linked and to include clear hyperlinks to those articles. This cross-linking can take the form of in-text references, “Related articles” boxes, or contextual recommendation sections.

Knowledge Management is a powerful lever for strengthening the effectiveness of organizational knowledge, especially in a working world that is increasingly hybrid, fast-changing, and demanding in terms of organizational agility. By capitalizing on internal knowledge, companies enhance their responsiveness to market shifts, reduce their dependence on key individuals, and build a shared culture focused on continuous improvement.

By applying these best practices, organizations can not only preserve and transmit internal knowledge, but also recognize internal expertise, streamline decision-making processes, and build a solid knowledge foundation that fuels innovation. This foundation is also a key prerequisite for any artificial intelligence project, providing the structured data required for relevant and reliable outcomes.

A proactive and structured approach to knowledge management thus becomes a differentiating factor, one that can generate long-term competitive advantage and support sustainable growth.

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