Identifying Knowledge Assets

Identifying my organisation's knowledge assets 🧩

You need to know what you have and where to find it. We've put together a list of key questions to help you start uncovering your knowledge assets, from documents and data to expertise and IP. It's worth noting that audits like this can be quite tough because it requires a thorough look under-the-hood - so it's best that you identify the areas you can easily implement, and work upwards from there. Here's they are:

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What types of documents, databases, and digital content do we have? Where are they stored?

Take stock of all explicit knowledge assets like documents, databases, and multimedia content. Consider storage locations like local drives, cloud platforms (Google Drive, Dropbox), and collaboration tools (SharePoint, Confluence).

What proprietary software, tools, or systems have we developed? Who maintains them?

Identify any custom applications, scripts, or systems developed in-house, such as Excel macros, data analysis tools, or reporting dashboards. Determine who created them and who handles ongoing maintenance.

What specialized expertise, skills, or knowledge do our employees possess? How is this captured?

Pinpoint subject matter experts with valuable knowledge in key areas. Check if this knowledge is documented in guides, SOPs, or CRM systems (Salesforce, HubSpot). Consider ways to preserve critical knowledge, like cross-training or mentoring.

What are our key business processes, methodologies, and best practices? Are they documented?

Identify core processes for each function. Look for existing documentation like process maps, checklists, or SOPs. These may be in shared drives or workflow tools (Trello, Asana). Focus on documenting critical or complex processes.

What intellectual property (patents, trademarks, trade secrets) do we own? How is it protected?

List all registered IP and identify proprietary methods or trade secrets. Check with leadership/legal teams on existing NDAs, access controls, etc.

What valuable data about customers, markets, or operations do we collect? How is it managed?

Catalog key data assets in CRMs, marketing automation, accounting systems (QuickBooks), and databases. Understand how data is organized, secured, and used for reporting.

What external partnerships or collaborations provide us access to unique knowledge assets?

Identify partnerships, like joint ventures, custom distribution arrangements or channel partnerships - often, underpinning these partnerships is proprietary data transfer .

What research, innovations, or thought leadership have we produced? Where is it published?

List any research, white papers, articles, or presentations we've created. These may be on our website, industry sites, or in marketing folders. Track metrics to assess impact and look for ways to further leverage this content.

What training materials, knowledge bases, or learning content do we maintain? How is it accessed?**

Identify all training content, FAQs, and learning resources. These may be in an LMS, HR system, IT wiki, or department sites. Keep content current and easily accessible. Consider ways to reuse content for other needs.

These questions are the best starting point when determining what your organisation's knowledge assets are. Refer to our knowledge-bank for further information, or submit a content request and our Knowledge Team be get in touch with a custom answer!