
- Glitter AI
- eBooks
- The Complete Guide to Knowledge Management
The Complete Guide to Knowledge Management
Master knowledge management with this comprehensive guide covering strategy, best practices, tacit vs explicit knowledge, knowledge capture methods, and tools to build a thriving knowledge-sharing culture.
- Chapter 1: What is Knowledge Management and Why It Matters
- Chapter 2: Types of Organizational Knowledge: Tacit vs Explicit
- Chapter 3: Building a Knowledge Management Strategy
- Chapter 4: Knowledge Capture and Documentation Methods
- Chapter 5: Creating a Knowledge Sharing Culture
- Chapter 6: Knowledge Management Tools and Technology
- Chapter 7: Measuring Knowledge Management Success
- Chapter 8: How Glitter AI Supports Knowledge Management
- Frequently Asked Questions
Read summarized version with
When my lead developer at Simpo (my previous startup) handed in his two weeks' notice, I thought we had it covered.
He'd spent two years with us. Built probably half our codebase. Knew every workaround, every architectural decision, every quirky edge case we'd stumbled into.
Here's what caught me off guard: roughly 90% of what made him irreplaceable lived only in his head.
Sure, we had code comments and some scattered documentation. But the reasoning behind decisions? The context for why we chose one approach over another? The tribal knowledge about which clients needed kid-glove treatment? All of it walked out the door with him.
His replacement spent three months just figuring out the right questions to ask. We shipped features late. Repeated mistakes we'd already solved. Rebuilt things that never needed rebuilding.
That experience taught me something I wish I'd understood sooner: your company's most valuable asset goes home every night.
I'm Yuval Karmi, founder of Glitter AI. After running two startups and watching critical knowledge evaporate too many times, I became a bit obsessed with knowledge management. Not the theoretical stuff you read about in business school, but practical systems that actually keep expertise alive and help teams work smarter.
This guide pulls together everything I've learned about capturing, organizing, and sharing knowledge in ways that stick. Whether you're starting fresh or trying to fix something broken, I'll walk you through building knowledge management that works in the real world.
What is Knowledge Management and Why It Matters
Knowledge management is the systematic process of creating, capturing, organizing, storing, and sharing knowledge and expertise within an organization to improve performance and enable better decision-making.
Think of it as building a collective brain for your company. Every lesson learned, every refined process, every customer insight you gain gets preserved and made accessible rather than staying trapped in individual heads.
A quick example. When a customer success rep figures out a tricky support issue, knowledge management makes sure that solution gets documented and shared. The next rep facing the same problem doesn't start from scratch. They build on their colleague's experience instead.
Without knowledge management, employees keep rediscovering the same solutions, repeating the same mistakes, and wasting time hunting for information that already exists somewhere in the organization.
Why Knowledge Management Matters Now More Than Ever
The workplace has fundamentally shifted. With remote and hybrid work now common across industries, you can't just tap someone on the shoulder to ask a question anymore. Knowledge needs to be accessible regardless of where people are or what time zone they're in.
Here's what I've watched happen in companies without effective knowledge management:
Critical expertise vanishes. Average employee tenure keeps shrinking. When people leave, their knowledge leaves with them unless you've captured it deliberately. I've seen companies lose years of accumulated expertise in a matter of weeks.
Teams burn massive amounts of time. Employees spend up to 20% of their work week searching for information or recreating knowledge that already exists somewhere. That's basically one full day per week, per person, down the drain.
Onboarding drags on forever. Without documented knowledge, new hires learn through trial and error. I've seen onboarding times cut in half just by implementing proper knowledge management.
Quality becomes a crapshoot. When knowledge stays siloed, every employee develops their own way of doing things. Your customer in New York gets a different experience than your customer in Miami.
The Real Benefits of Knowledge Management
Faster decision-making. When relevant knowledge is organized and findable, teams make better decisions more quickly. No more waiting days for someone to recall how you handled a similar situation last year.
Stronger innovation. Knowledge management lets organizations tap into collective intelligence, connecting insights across teams and sparking new ideas. You stop reinventing the wheel and start building on existing foundations.
Competitive edge. Companies that manage knowledge well can adapt faster to market shifts and outperform competitors. Your institutional knowledge becomes a genuine strategic asset.
Lower risk. Documented processes and decision frameworks protect you when key people leave or when audits come around. You're not betting everything on one person's memory.
Better customer experiences. When support teams have instant access to solutions and product knowledge, customers get faster, more consistent help.
When Knowledge Management Becomes Critical
Not every piece of information needs formal knowledge management. But these situations absolutely demand it:
- High-turnover roles where expertise constantly walks out the door
- Complex processes with multiple decision points and exceptions
- Compliance requirements in regulated industries like healthcare or finance
- Remote or distributed teams spanning multiple time zones
- Scaling operations where you need to replicate success across teams
- Customer-facing roles where consistency directly affects satisfaction
- Technical specialization where expertise concentrates in just a few people
If losing one person would throw things into chaos, you need knowledge management. If new hires take months to become productive, you need it. If teams keep solving the same problems repeatedly, you definitely need it.
Key Takeaways
- Knowledge management systematically captures and shares organizational knowledge and expertise
- It prevents critical knowledge loss when employees leave or switch roles
- Companies with strategic knowledge management often see meaningful gains in operational efficiency
- Remote work makes knowledge management essential, not a nice-to-have
- Good knowledge management shortens onboarding, improves decisions, and creates competitive advantage
Types of Organizational Knowledge: Tacit vs Explicit
Not all knowledge works the same way. Understanding the difference between tacit and explicit knowledge is fundamental if you want to build an effective knowledge management system.
I learned this lesson the hard way at Simpo. We documented everything we thought mattered: processes, procedures, technical specs. But we still struggled when people left. Why? We were only capturing explicit knowledge while ignoring the tacit knowledge that actually made people effective at their jobs.
Explicit Knowledge: What You Can Write Down
Explicit knowledge is straightforward and can be easily explained, written down, and shared with others. It's the kind of knowledge you find in manuals, documents, or databases.
Examples of explicit knowledge:
- Standard operating procedures and work instructions
- Product specifications and technical documentation
- Training materials and onboarding guides
- Process flowcharts and decision trees
- FAQs and troubleshooting guides
- Meeting notes and project reports
- Code comments and API documentation
Explicit knowledge is relatively straightforward to manage. You write it down, organize it, make it searchable. This forms the foundation of most knowledge management systems.
When to prioritize explicit knowledge:
- Structured, repeatable processes
- Compliance and regulatory requirements
- Technical specifications and standards
- Step-by-step procedures
- Factual information and data
Check out our guide on how to create a knowledge base for practical steps on documenting explicit knowledge.
Tacit Knowledge: The Expertise That's Hard to Pin Down
Tacit knowledge is difficult to transfer from one person to another. It's knowledge acquired through personal experience and independent learning, often never communicated explicitly.
This is what makes experts genuinely valuable. The intuition. The pattern recognition. The ability to sense when something's off even when you can't quite explain why.
Examples of tacit knowledge:
- How to navigate difficult customer conversations
- When to escalate an issue versus handling it yourself
- Reading between the lines in client emails
- Knowing which workarounds actually hold up
- Understanding team dynamics and office politics
- Gut feelings about project risks
- Creative approaches to problem-solving
The challenge with tacit knowledge: It lives inside people's minds and actions. To access it, your team has to watch and learn from experts or work alongside them.
At Simpo, our best customer success rep had this uncanny ability to predict which clients would churn. She couldn't pinpoint exactly how she knew. It came down to subtle cues in email tone, response times, question patterns. That tacit knowledge was gold, but we lost it when she left because we never thought to capture it.
Why Both Types Matter
Here's the thing: when organizations convert tacit knowledge into explicit knowledge, they become more efficient, effective, and resilient.
Explicit knowledge gets people started. Tacit knowledge makes them excellent.
Think about learning to drive. The explicit knowledge is easy enough: turn the key, press the gas pedal, use the brake. But the tacit knowledge, knowing how hard to brake in rain, sensing when another driver might cut you off, judging distances while parallel parking, that takes real experience.
The best knowledge management systems capture both:
- Explicit knowledge provides the foundation and consistency
- Tacit knowledge adds the nuance and expertise that separates good from great
Converting Tacit to Explicit Knowledge
The real magic happens when you can translate tacit knowledge into explicit form. Here's how to approach it:
Capture expert stories. Encourage team experts to reflect on experiences and share stories. When they think back on successes and failures, they naturally express underlying principles and insights.
Set up mentoring programs. Pair experienced team members with newer staff. Through one-on-one interactions and hands-on training, mentors pass on tacit knowledge.
Record decision-making processes. Don't just document what was decided. Capture why it was decided, what alternatives were considered, what factors tipped the scales.
Use video documentation. Sometimes tacit knowledge shows up best visually. Screen recordings with narration can preserve both the what and the why.
Run "lessons learned" sessions. After projects wrap up, gather teams to talk through what worked, what didn't, and insights gained. Then turn those discussions into documented knowledge.
Our documentation culture glossary term digs into building habits that preserve both types of knowledge.
Key Takeaways
- Explicit knowledge can be easily documented and shared; tacit knowledge requires experience and observation
- Most organizations over-focus on explicit knowledge while losing valuable tacit knowledge
- Converting tacit to explicit knowledge creates resilient, adaptable organizations
- You need both types: explicit provides foundation, tacit provides excellence
- Use storytelling, mentoring, and structured capture methods to preserve tacit knowledge
Building a Knowledge Management Strategy
You can't manage knowledge effectively without a strategy. I've watched too many companies buy expensive knowledge management software, dump information into it, then wonder why nobody bothers using it.
A knowledge management strategy isn't really about tools. It's about aligning knowledge with business goals and creating systems people actually want to engage with.
The Five Core Components
Most knowledge management frameworks identify five core elements: people, process, content, technology, and strategy.
1. People and Culture
This is the foundation everything else rests on. Your team needs to practice a genuine knowledge-sharing culture. Without it, even the slickest systems fall flat.
Define clear roles:
- Knowledge champions who advocate for knowledge sharing
- Content creators who document processes and expertise
- Subject matter experts who validate and maintain specialized knowledge
- Knowledge managers who oversee the overall system
The key is making knowledge sharing part of people's actual jobs, not extra work piled on top.
2. Processes
Written process documents provide organized steps for collecting, managing, and sharing information. When processes are transparent and well-designed, the knowledge system runs better.
Essential processes include:
- How knowledge gets created and captured
- How it's reviewed and validated
- How it's organized and categorized
- How it's updated and maintained
- How outdated knowledge gets archived
Our process documentation guide covers how to document these effectively.
3. Content
Content encompasses all the explicit, implicit, and tacit knowledge an organization possesses, from documents and presentations to SOPs, videos, and discussions.
Quality beats quantity every time. I've seen knowledge bases stuffed with thousands of documents where nobody can find anything useful. You're better off with 100 well-maintained, highly relevant documents than 10,000 outdated ones.
4. Technology
Adopt a knowledge management system that integrates with the platforms you already use. The software should make sharing easier, not harder.
We'll get into tools in Chapter 6, but the core principle holds: choose tools your team will actually use.
5. Strategy
The strategy component involves aligning knowledge management goals with overall organizational strategy. A knowledge management framework should support key initiatives and address specific business needs.
Building Your Strategy: Step by Step
Step 1: Conduct a Knowledge Audit
Start by mapping out what knowledge exists across your teams. This baseline reveals what's missing, what's stale, and what needs immediate capture.
Ask yourself:
- What critical knowledge do only one or two people have?
- What information do new hires struggle to track down?
- What questions come up over and over?
- What knowledge walked out with recent departures?
Step 2: Define Clear Goals
Every knowledge management strategy needs measurable goals tied to day-to-day business challenges.
Good goals look like:
- Reduce new hire time-to-productivity from 90 to 45 days
- Cut support ticket resolution time by 30%
- Reduce repeated questions in #help-channel by 50%
- Ensure zero knowledge loss during departures
Weak goals look like:
- "Improve knowledge sharing" (too vague)
- "Build a knowledge base" (that's an activity, not an outcome)
Step 3: Align with Business Objectives
Aligning your knowledge management strategy with business goals ensures efforts directly support company objectives.
If your company's goal is scaling from 50 to 200 employees, your knowledge management should focus on scalable documentation and onboarding. If improving customer satisfaction is the priority, focus on support knowledge and training materials.
Step 4: Get Leadership Buy-In
This one's non-negotiable. Visible participation and advocacy from leadership are essential to show the organization actually cares about knowledge management.
At Glitter AI, I make it a point to contribute to our knowledge base regularly. When the CEO documents processes, it sends a clear signal that knowledge sharing matters.
Step 5: Start Small, Then Scale
Don't try to capture everything at once. Pick one high-impact area and nail it.
Start with:
- The questions that get asked most often
- Processes that cause the biggest problems when done wrong
- Knowledge at the highest risk of being lost
- Information that would help new hires the most
Get that working, prove the value, then expand.
Common Barriers to Tackle
According to Deloitte research, the biggest barriers to knowledge management are human, not technical:
- Organizational silos (55%)
- Lack of incentives (37%)
- Lack of organizational mandate (35%)
The fix? Make knowledge sharing part of performance reviews. Recognize and reward contributors. Break down silos by creating cross-functional knowledge sharing opportunities.
Read about tribal knowledge to understand what you're protecting when you implement these strategies.
Key Takeaways
- Effective knowledge management requires strategy across people, process, content, technology, and goals
- Start with a knowledge audit to identify critical gaps and priorities
- Set measurable goals tied to specific business outcomes
- Get leadership buy-in and make knowledge sharing part of the culture
- Start small with high-impact areas before going organization-wide
Knowledge Capture and Documentation Methods
Building a knowledge management strategy is one thing. Actually capturing the knowledge? That's where most companies hit a wall.
The problem usually isn't a shortage of knowledge. It's that the knowledge lives in people's heads, scattered across Slack threads, buried in email chains, or locked in one expert's brain.
Here's what I've picked up about getting knowledge out of heads and into systems where others can actually use it.
Understanding What to Capture
Knowledge capture involves systematically gathering tacit knowledge and explicit knowledge and organizing it for future reference.
Not everything deserves documentation. Focus on:
- Knowledge that will be needed again and again
- Expertise concentrated in just a few people
- Processes critical to operations
- Information new hires need
- Solutions to common problems
- Lessons learned from both failures and wins
If it's a one-off that won't be relevant again, don't bother documenting it. Knowledge management isn't about capturing everything. It's about capturing what actually matters.
Documentation-Based Capture Methods
Standard Operating Procedures and Manuals
Creating written documents, manuals, and guides that outline processes, procedures, and best practices remains the backbone of knowledge capture.
The key is making them usable. I've seen 50-page SOPs that nobody reads because they're dense walls of text. Break information into scannable chunks with clear headings, bullet points, and screenshots.
Our Standard Operating Procedures guide goes deep on this.
Knowledge Base Articles
Develop well-structured knowledge base articles that incorporate captured tacit knowledge. These can document troubleshooting tips, decision-making frameworks, and best practices.
Make them searchable. Use clear titles. Include the questions people actually ask, not just formal technical jargon.
Video and Screen Recordings
Sometimes watching someone do something teaches more than a thousand words ever could. Screen recordings with narration can preserve both explicit steps and tacit reasoning.
At Glitter AI, we use our own product for this. When someone develops a workaround or cracks a tricky problem, we have them record a quick screen share explaining what they did and why. Five minutes of recording saves hours of explanation down the road.
Our guide on employee onboarding shows how video documentation speeds up learning.
Interview and Observation Methods
Focused Interviews with Experts
Schedule interviews with experienced employees, focusing on specific tasks or procedures. Guide the conversation to draw out their thought processes, decision-making rationale, and unspoken rules.
Ask questions like:
- "Walk me through how you handle X situation"
- "What do you look for when making this decision?"
- "What mistakes do beginners typically make?"
- "What shortcuts or workarounds do you rely on?"
Record these interviews (with permission) and transcribe them. The transcripts become raw material for documentation.
Shadowing and Observation
Allow employees to observe experts in their roles to learn by seeing real-world tasks and challenges.
This works especially well for tacit knowledge. You see not just what experts do, but how they react to curveballs, where they pause to think, what they check before moving forward.
Exit Interviews
Exit interviews can capture the knowledge of departing employees. Many companies conduct these but focus only on HR stuff. Redirect part of the conversation toward knowledge capture.
Ask departing employees:
- What knowledge do you have that isn't documented anywhere?
- Who should take over your responsibilities?
- What would you want your replacement to know?
- What processes need better documentation?
Learn more about knowledge transfer strategies for capturing expertise from departing team members.
Collaborative and Social Methods
Communities of Practice
Establish forums or groups where employees with similar interests share knowledge, experiences, and best practices.
These can be formal (scheduled monthly meetings) or informal (Slack channels). The key is having someone responsible for capturing insights that surface and turning them into documented knowledge.
Lessons Learned Sessions
Facilitate sessions where team members share experiences, successes, and challenges after completing projects.
Run these as retrospectives. What went well? What flopped? What would we do differently next time? Document the answers and make them searchable for future teams.
Use these sessions to capture tacit knowledge that might otherwise remain undocumented.
Storytelling
Encourage employees to share work-related stories. These narratives reveal tacit knowledge, from creative problem-solving to the thinking behind successful outcomes.
Create spaces for storytelling: team meetings, internal blogs, recorded video sessions. Then pull out the lessons and document them.
Mentoring Programs
Pair experienced team members with newer staff. Through one-on-one interactions and hands-on training, mentors pass on tacit knowledge.
The trick is building documentation into mentoring. Have mentors and mentees jointly document what's being learned. This creates artifacts that benefit others beyond just the mentoring pair.
Making Knowledge Capture Part of Daily Work
The biggest mistake is treating knowledge capture as a separate activity. The goal should be to integrate it into everyday operations rather than making it an afterthought.
Build it into workflows: When someone closes a support ticket, prompt them to document the solution. When a project wraps up, make a lessons learned doc part of the closure process.
Use templates: Establish clear guidelines and standardized templates to ensure consistency in documenting knowledge.
Make it easy: The harder it is to document knowledge, the less it will happen. Pick tools and processes that minimize friction.
Recognize contributors: Celebrate people who document well. Include knowledge contribution in performance reviews.
Key Takeaways
- Focus knowledge capture on information that will be reused and is at risk of disappearing
- Use diverse methods like documentation, interviews, observation, and collaboration to capture both tacit and explicit knowledge
- Integrate knowledge capture into daily workflows rather than treating it as separate work
- Make documentation easy with templates, tools, and clear processes
- Record expert interviews and storytelling sessions to preserve tacit knowledge
Creating a Knowledge Sharing Culture
Here's a painful truth I learned at Simpo: you can build the perfect knowledge management system, and people still won't use it.
We had a beautiful wiki. Clean organization. Easy search. Comprehensive documentation. Usage rate? Maybe 20% of the team touched it regularly.
The problem wasn't the system. It was the culture. People didn't believe sharing knowledge was valued, rewarded, or expected. They hoarded expertise because that made them feel indispensable. They didn't have time to document because nobody told them it was actually part of their job.
Building a real knowledge sharing culture is harder than implementing any tool, but it's also more important.
Why Culture Eats Strategy for Breakfast
Establishing a thriving knowledge sharing culture is the bedrock of effective knowledge management and crucial for any organization aiming to optimize operations.
Without the right culture, you get:
- Information silos: Teams guard knowledge instead of sharing it
- Duplicated effort: People solve identical problems independently
- Knowledge loss: Expertise evaporates when people leave
- Slow onboarding: New hires struggle to find basic information
- Inconsistent quality: Everyone does things their own way
With a strong knowledge sharing culture, you get the opposite: collaboration, efficiency, consistency, and resilience.
Getting Leadership Buy-In
This has to start at the top. Visible participation and advocacy from leadership are essential to demonstrate organizational commitment to knowledge sharing.
At Glitter AI, I do several things to model knowledge sharing:
- I document my own processes and decision frameworks
- I publicly recognize team members who contribute solid documentation
- I reference our knowledge base in meetings and Slack
- I block time on my calendar for knowledge management activities
When the CEO treats knowledge sharing as important, the team follows suit.
If you're not the CEO, work to get executive sponsors who will champion knowledge management. Show them the business case: reduced costs, faster onboarding, better retention.
Making Knowledge Sharing Part of Everyone's Job
The single biggest mistake is treating knowledge sharing as optional or extra.
Include it in job descriptions. Make "documents processes and shares knowledge" an explicit responsibility.
Add it to performance reviews. Integrate knowledge sharing into performance evaluations. Measure both contribution (creating documentation) and consumption (using and updating existing knowledge).
Allocate time for it. If you expect people to document but give them no time to do it, nothing will happen. Build documentation time into project schedules and sprint planning.
Provide training. Don't assume people know how to document effectively. Teach them. Share templates. Give feedback. Make it a skill you develop, not something you expect everyone to magically possess.
Creating Recognition and Incentives
People respond to incentives. If you want knowledge sharing, you need to reward it.
Public recognition: Celebrate contributors in all-hands meetings, Slack channels, or newsletters. Highlight specific examples of great documentation.
Tangible rewards: Use recognition, monetary rewards, or other tangible benefits. The right incentive depends on your culture.
Some companies give "knowledge champion" awards. Others factor documentation metrics into bonus calculations. Find what resonates with your team.
Make contributors visible: Show who created or last updated each piece of knowledge. People take pride in having their name on helpful resources.
Gamification: Some organizations use points, leaderboards, or badges for knowledge contributions. This works better in some cultures than others, so know your audience.
Breaking Down Silos
Organizational silos are the number one barrier to knowledge management, cited by 55% of organizations.
Silos form when teams or departments hoard knowledge instead of sharing it. Sometimes it's territorial. Sometimes people are just too busy to think beyond their immediate circle.
Cross-functional knowledge sharing opportunities:
- Create diverse knowledge sharing opportunities with both formal and informal channels
- Host lunch-and-learns where teams present to each other
- Rotate people through different roles or teams temporarily
- Create cross-functional communities of practice
- Use shared knowledge bases accessible to everyone
Make sharing the path of least resistance: Sometimes silos exist because keeping knowledge local is simply easier. If sharing requires jumping through hoops, people won't bother.
Centralize knowledge repositories. Make everything searchable from one place. Integrate knowledge sharing into tools people already use.
Building Documentation Habits
Knowledge sharing needs to become a habit, not an occasional activity.
Make it part of workflows: Bake documentation into your processes. When you close a support ticket, document the solution. When you finish a project, run a retrospective and document learnings. When you onboard someone, have them document what they learn.
Start small and specific: Don't ask people to "document everything." Give them specific, manageable tasks: "Document the top 3 questions new hires ask you" or "Create a 5-minute video showing how you handle X."
Use templates: Provide structure so people don't start from a blank page. Templates reduce mental load and ensure consistency.
Reduce friction: Every extra click or tool switch makes documentation less likely to happen. Make it as simple as possible.
Close the loop: Show people that their documentation actually gets used. Share metrics on views and helpfulness ratings. Tell stories about how someone's documentation saved another team member hours.
Our post on documentation culture has more on building these habits.
Handling Resistance
Some people will push back on knowledge sharing. They might worry about:
- Losing job security if they share their expertise
- Extra work with no personal benefit
- Looking incompetent if their documentation isn't polished
- Being held accountable for outdated information
Address these concerns head-on:
Job security: Make clear that sharing knowledge makes people more valuable, not less. It frees them up for higher-level work and positions them as experts.
Extra work: Build documentation time into workload planning. Show that time spent documenting saves time answering the same questions over and over.
Perfectionism: Emphasize that rough documentation beats no documentation. Make clear that knowledge evolves and updates are expected.
Accountability: Create clear processes for reviewing and updating knowledge. Make it a shared responsibility, not an individual burden.
Key Takeaways
- Culture determines knowledge management success more than tools or processes
- Leadership must visibly model and reward knowledge sharing behavior
- Make knowledge sharing an explicit job responsibility with dedicated time for it
- Break down organizational silos through cross-functional communities and shared systems
- Build documentation into daily workflows rather than treating it as extra work
Knowledge Management Tools and Technology
After building the strategy and culture, it's finally time to talk tools. But here's my strong opinion: don't start with tools.
I've watched too many companies spend months evaluating knowledge management software, finally pick one, dump information into it, and then wonder why nobody uses it. The tool didn't fail. They just got the order wrong.
Technology should support your strategy and culture, not define it.
That said, the right tools make knowledge management dramatically easier. Here's what actually works.
Key Trends in Knowledge Management Tools for 2026
The knowledge management landscape has shifted significantly. In 2026, five key trends dominate:
AI-powered search: Generative AI delivers trusted answers with citations instantly. Instead of digging through documents, you ask questions and get direct answers with sources.
In-workflow delivery: Knowledge surfaces in Slack, Teams, and browsers automatically. People don't have to leave their work context to find information.
Content health automation: Systems flag outdated information proactively. You get notified when documentation needs updating rather than discovering it's wrong the hard way.
Expert verification: Built-in workflows ensure accuracy and compliance before knowledge gets published.
Personalized content: Role-based delivery surfaces relevant information for each user. Sales sees sales knowledge, engineering sees technical docs.
Essential Features to Look For
Before evaluating specific tools, know what features actually matter:
Must-haves:
- AI-powered search that understands natural language questions
- Document versioning to track changes and revert if needed
- Real-time collaboration for multiple people to edit at once
- Granular permissions to control who sees what
- Content verification workflows for quality control
- Templates for consistent documentation
- Integrations with tools your team already uses (Slack, Google Drive, etc.)
Nice-to-haves:
- Multilingual support for global teams
- Analytics showing what's being used and what's gathering dust
- Mobile access for field teams
- Single sign-on for security
- Custom branding for external knowledge bases
Types of Knowledge Management Tools
Knowledge Base Platforms
These are purpose-built for creating, organizing, and sharing knowledge.
Notion is a highly versatile platform offering a flexible, all-in-one workspace. Its blank-slate approach lets you mold it to fit unique needs. Great for teams that want maximum customization.
Confluence by Atlassian is popular for teams already using Jira. It offers structured page creation, collaborative editing, and version tracking. Strong for technical documentation.
Document360 provides an intuitive interface for creating both public and private knowledge bases. Their Ask Eddy AI feature helps users find answers to complex questions instantly.
Slite offers a collaborative knowledge base powered by AI that provides instant answers to team queries. Good for smaller teams wanting simplicity.
AI-Powered Knowledge Assistants
Guru boosts productivity by delivering AI-powered, verified knowledge across your tools. It surfaces information in-context instead of requiring separate searches. Best for teams that want knowledge embedded in their workflow.
Knowmax is an AI-powered system designed to create a single source of truth. It caters to both knowledge authors and support agents with GenAI capabilities.
Collaborative Workspaces
ClickUp brings together 20+ work apps, data, and workflows in one place. It's less focused specifically on knowledge management but solid for teams wanting an all-in-one solution.
Specialized Tools
Stack Overflow for Teams lets developers and technical teams share solutions in a structured Q&A format. Ideal for engineering teams already comfortable with Stack Overflow's interface.
Bloomfire is a knowledge management system that breaks down organizational barriers and streamlines efficiency. Solid for larger enterprises with complex needs.
Knowledge Management Features in Existing Platforms
HubSpot Service Hub supports multiple knowledge tools with an FAQ library, articles, videos, and documents. Good if you're already using HubSpot for CRM.
Choosing the Right Tool for Your Needs
Don't pick based on features alone. Consider:
Team size: Some tools scale better than others. Notion works great for 50 people but may struggle with 5,000.
Technical sophistication: Some teams want maximum customization. Others want plug-and-play simplicity.
Existing tools: What does your team already use? Choose tools that integrate smoothly.
Budget: Pricing varies widely. Know what you can afford, including implementation and training costs.
Use cases: Support knowledge needs different features than technical documentation or process SOPs.
Content types: Mostly text? Video? Both? Some tools handle multimedia better than others.
Implementation Best Practices
Start with a pilot: Don't roll out organization-wide immediately. Test with one team, learn what works, then expand.
Migrate thoughtfully: If you're moving from an old system, don't just dump everything into the new tool. This is your chance to audit and improve.
Invest in structure: Spend time on information architecture upfront. Categories, tags, templates. Nail these before creating tons of content.
Train your team: No matter how intuitive the tool claims to be, provide training. Record how-to videos. Create a getting-started guide. Offer office hours.
Measure usage: Track what's working. Which articles get viewed most? What searches return nothing? Use data to improve.
How Glitter AI Fits In
At Glitter AI, we focus on the knowledge capture problem, making it dead simple to create quality documentation.
Traditional knowledge bases are great for storing and organizing knowledge. But actually creating that knowledge? Still painful. People spend hours writing, formatting, grabbing screenshots.
We let you record your screen while talking through a process. Our AI generates polished documentation automatically, text, screenshots, everything. Then you can publish to your knowledge base of choice.
It's not about replacing your knowledge base. It's about making it faster and easier to fill it with quality content.
Our approach specifically helps with capturing tacit knowledge that usually gets lost. The narration and explanation turn spoken expertise into written documentation.
Key Takeaways
- Choose knowledge management tools based on strategy and culture, not the other way around
- In 2026, AI-powered search, in-workflow delivery, and content health automation are essential
- Must-have features include AI search, versioning, collaboration, permissions, and integrations
- Different use cases need different tools. Match the tool to your specific needs
- Start with a pilot, invest in structure, and train your team for successful implementation
Measuring Knowledge Management Success
You can't improve what you don't measure. But measuring knowledge management is tricky. Some of the most important outcomes are qualitative and hard to pin down.
At Simpo, we spent months building our knowledge base before anyone thought to ask, "How do we know if this is actually working?" We had plenty of content but no idea whether it was useful, current, or even being accessed.
Here's how to measure knowledge management success in ways that genuinely matter.
Why Measurement Matters
Measuring knowledge management success involves assessing key performance indicators such as user engagement, content relevance, adoption rates, and impact on organizational goals.
Without metrics, you can't:
- Prove ROI to leadership
- Identify what's working and what isn't
- Prioritize improvement efforts
- Justify continued investment
But with the right metrics, you can demonstrate clear value and continuously improve your system.
The Two Types of Metrics
A robust approach is to track both quantitative KPIs (number-crunching metrics) and qualitative indicators.
Quantitative metrics give you hard numbers: how many articles, how many views, how long people spend reading. These are easy to track and report.
Qualitative metrics give you depth: user satisfaction, perceived usefulness, impact on decision-making. These take more effort to gather but often tell you what really matters.
You need both. Numbers without context are hollow. Context without numbers is just anecdotes.
Essential Quantitative KPIs
Knowledge Usage
Track the frequency with which employees or users access the knowledge base. High knowledge usage suggests the information provided is valuable and relevant.
Metrics to track:
- Total views/sessions per week
- Unique users accessing the knowledge base
- Most viewed articles
- Search volume
At Glitter AI, we track weekly active users of our knowledge base. If that number dips, it signals that content might be getting stale or people aren't finding what they need.
Knowledge Contribution
Monitor the rate at which employees contribute new knowledge, documents, or updates. Encouraging contributions nurtures a culture of knowledge sharing.
Track:
- Number of new articles created per month
- Number of articles updated
- Number of contributors
- Contribution distribution (are a few people creating everything, or is it spread around?)
Knowledge Accessibility
Measure the ease of accessing knowledge to ensure employees can quickly find information.
Track:
- Average time to find information
- Search success rate (searches that led to an article click)
- Number of "no results" searches
- Page load times
Time to Solve Issues
Measure the time it takes for employees to find solutions using the knowledge base. Faster issue resolution indicates the KM system is doing its job.
For support teams:
- Average handle time (AHT)
- First contact resolution (FCR) rate
- Ticket deflection rate (questions answered without creating tickets)
For all teams:
- Time to complete common tasks
- Questions asked in Slack/Teams that could have been answered by the knowledge base
Adoption Rate
Track the percentage of employees or teams actively using the knowledge management system. Higher adoption rates signal successful implementation.
Metrics:
- Percentage of employees who've accessed the knowledge base in the last 30 days
- Frequency of logins and viewership
- New user activation rate
Essential Qualitative KPIs
Knowledge Quality
Assess the relevance, accuracy, and usefulness of knowledge. Quality knowledge contributes to better decision-making and problem-solving.
Ways to measure:
- User ratings on articles with "like" or "dislike" options
- Helpfulness ratings ("Was this article helpful?")
- Comments and feedback on articles
- Expert review scores
User Satisfaction
While quantitative metrics provide numerical precision, qualitative metrics such as user feedback and satisfaction add depth, offering insights into the human side of the story.
Measure through:
- Periodic surveys asking about knowledge base usefulness
- Net Promoter Score (NPS) for the knowledge system
- Focus groups with heavy users and non-users
- Feedback collected during onboarding and exit interviews
Business Impact
This is the hardest to measure but most important. How has knowledge management actually affected business outcomes?
Look at:
- Eliminating data silos
- Increasing customer and agent satisfaction
- Improving SOP compliance
- Reducing onboarding time
- Decreasing employee turnover
- Faster decision-making
At Simpo, we tracked new hire productivity. After implementing our knowledge base, new customer success reps hit their targets 3 weeks faster on average. That's tangible, measurable business impact.
Measurement Frameworks
Balanced Scorecard Approach
The balanced scorecard method enables organizations to clarify their vision and translate it into action.
A modified balanced scorecard for knowledge management includes:
- End-user metrics (usage, contributions, satisfaction)
- Knowledge sharing and collaboration metrics (success stories, lessons learned)
- Business process improvements (cost, quality, cycle-time)
Search Effectiveness
Search success can be measured by looking at the number of searches that get successful results and the number of repeated searches. Repeated searches often indicate that knowledge organization isn't quite right.
Track:
- Click-through rate on search results
- Percentage of searches with zero results
- Repeated searches (same person searching for the same thing multiple times)
- Search terms that don't return useful results
This data helps you improve content organization and spot gaps.
Setting Up Your Measurement System
1. Define Your Baseline
Before you can measure improvement, you need to know where you started. Document current metrics:
- How long does onboarding currently take?
- What's the current support ticket resolution time?
- How often do people ask the same questions?
2. Choose Your Core Metrics
Don't try to track everything. Pick 5-10 metrics that tie directly to your knowledge management goals.
If your goal is faster onboarding, track time-to-productivity and knowledge base usage by new hires. If it's better support, track ticket deflection and first contact resolution.
3. Set Targets
In early stages of implementation, you need to demonstrate enough value to gain support from senior management.
Set realistic but meaningful targets:
- Reduce onboarding time by 25% in 6 months
- Achieve 70% employee adoption in 3 months
- Improve support first-contact resolution by 15%
4. Create Feedback Loops
A closed-loop feedback process is important to increase knowledge base quality.
Implement:
- Regular content audits based on usage data
- Quarterly surveys for user feedback
- Monthly review of low-rated or outdated content
- Continuous monitoring of search gaps
5. Report Regularly
Share metrics with stakeholders monthly or quarterly. Show trends, celebrate wins, and be transparent about challenges.
Make reports visual and focused on outcomes, not just activity. "We created 50 new articles" is less compelling than "We reduced average time-to-find-information from 15 minutes to 3 minutes."
Avoiding Common Measurement Mistakes
Vanity metrics: Tracking total number of articles or page views tells you activity, not value. Focus on outcomes.
Too many metrics: If you're tracking 30 different things, you're effectively tracking nothing. Focus on what matters most.
No qualitative data: Numbers alone won't tell you why something is or isn't working. Talk to actual users.
Ignoring the data: The worst measurement sin is collecting data and never acting on it. Use insights to drive improvements.
Key Takeaways
- Measure both quantitative KPIs (usage, contribution, adoption) and qualitative indicators (satisfaction, quality, impact)
- Track knowledge usage, accessibility, contribution, time-to-solve, and adoption rates as core metrics
- Create closed-loop feedback processes to continuously improve knowledge quality
- Set specific, measurable targets tied to business outcomes, not just activity
- Report regularly on trends and outcomes, not vanity metrics
How Glitter AI Supports Knowledge Management
I built Glitter AI because I was frustrated with how difficult it is to create good documentation.
Every knowledge management system I've used has the same problem: they're great for storing and organizing knowledge, but they're terrible for actually capturing it in the first place.
You still have to:
- Write everything out manually
- Take screenshots one by one
- Format text and images
- Organize steps logically
- Update everything when processes change
It's time-consuming, tedious work. So most people just... don't do it. They mean to document that process, but they're too busy. They'll get to it later. Later rarely comes.
That's the problem Glitter AI solves.
How Glitter AI Works
Instead of writing documentation, you just do the process while recording your screen and narrating what you're doing.
Our AI watches what you do and listens to what you say. Then it automatically generates:
- Step-by-step written instructions
- Annotated screenshots at each step
- Organized, formatted documentation
- Editable content you can refine
Five minutes of recording produces documentation that would take an hour to write manually. And because you're narrating, you naturally capture the tacit knowledge: the why, not just the what.
The Knowledge Management Benefits
Dramatically Lower Barrier to Capture
The main reason knowledge doesn't get documented is that it's too much work. Glitter AI makes it so easy that people actually do it.
At one of our customer companies, they had processes that had been "on the list to document" for over a year. With Glitter AI, they documented all of them in a week.
Capture Tacit Knowledge Automatically
When you're narrating while recording, you naturally explain your reasoning. "I'm checking this field first because it sometimes has stale data" or "I'm choosing this option instead of that one because our customers prefer..."
That context, the tacit knowledge that usually stays in your head, gets preserved in the documentation.
Keep Documentation Updated Without the Headache
When a process changes, you don't have to dig through a document updating screenshots and text. Just record the new version. Takes minutes instead of hours.
This solves one of the biggest knowledge management problems: documentation going stale. When updating is easy, people actually do it.
Enable Quick Knowledge Transfer
When someone needs to learn a process, they get both written steps and video of how it's actually done. They can read it, watch it, or both.
For onboarding, this is powerful. New hires can see exactly how an expert performs tasks, not just read about it.
Build Your Knowledge Base Faster
Whether you're using Notion, Confluence, a custom knowledge base, or any other platform, Glitter AI helps you fill it with quality content dramatically faster.
You're not replacing your knowledge management system. You're supercharging how you create content for it.
Real-World Use Cases
Operations teams document processes that have been trapped in one person's head. The supply chain manager who's the only one who knows how to handle customs delays? Record it once, everyone knows.
Customer success teams create help articles by recording solutions to customer problems. Turn every tricky support issue into documentation for next time.
IT teams build technical documentation by recording configurations, troubleshooting steps, and system setups. Complex processes become easy to replicate.
HR teams create training materials by recording how to use internal systems. New hire onboarding becomes self-service rather than shadowing.
Sales teams capture product demos and customer workflows. Tribal knowledge about handling objections or configuring solutions gets preserved.
How It Fits Your Knowledge Management Strategy
Glitter AI specifically addresses the knowledge capture and documentation challenges we covered in earlier chapters.
It doesn't replace your knowledge management strategy. It makes executing that strategy actually feasible.
You still need:
- A culture that values knowledge sharing (Chapter 5)
- Clear goals and processes (Chapter 3)
- The right storage and organization systems (Chapter 6)
- Metrics to measure success (Chapter 7)
What Glitter AI does is remove the biggest barrier: the time and effort required to create good documentation.
When documenting is as easy as doing the task while talking about it, knowledge capture becomes sustainable. Your knowledge management system actually gets filled with useful, current content instead of being a ghost town.
Getting Started
If you're building a knowledge management system and struggling with the "how do we actually create all this documentation?" problem, give Glitter AI a try.
Start with one high-impact process. Record someone expert doing it. See how much easier it is than traditional documentation.
Then scale from there.
Knowledge management doesn't have to be painful. With the right approach and the right tools, it becomes something your team actually does instead of something they wish they had time for.
Key Takeaways
- Glitter AI solves the knowledge capture challenge by turning screen recordings into polished documentation automatically
- Narrating while recording preserves tacit knowledge that traditional documentation misses
- Easy documentation creation means knowledge actually gets captured and stays updated
- Works with any knowledge management platform as a content creation accelerator
- Reduces documentation time from hours to minutes, making knowledge management sustainable
Frequently Asked Questions
What is knowledge management?
Knowledge management is the systematic process of creating, capturing, organizing, storing, and sharing knowledge and expertise within an organization. It ensures that valuable information and expertise are preserved and accessible to employees who need them, improving decision-making and operational efficiency.
What's the difference between tacit and explicit knowledge?
Explicit knowledge is information that can be easily documented and shared, like procedures, manuals, and technical specifications. Tacit knowledge is expertise gained through experience that's difficult to put into words, like intuition, judgment, and know-how. Both types are essential for effective knowledge management.
How do you build a knowledge management strategy?
Start with a knowledge audit to identify gaps, set measurable goals tied to business outcomes, secure leadership buy-in, and focus on the five core elements: people, process, content, technology, and strategy. Begin small with high-impact areas, prove value, then scale organization-wide.
What are the best knowledge management tools for 2026?
Top tools include Notion and Confluence for knowledge bases, Guru for AI-powered in-workflow knowledge delivery, Document360 for comprehensive knowledge management, and Glitter AI for rapid documentation creation. The best choice depends on your team size, use cases, and existing tools.
How do you measure knowledge management success?
Track both quantitative metrics (knowledge usage, contribution rates, adoption rates, time-to-solve issues) and qualitative indicators (user satisfaction, content quality, business impact). Focus on outcomes like reduced onboarding time, faster issue resolution, and improved decision-making rather than vanity metrics.
How do you create a knowledge sharing culture?
Get visible leadership buy-in, make knowledge sharing part of job descriptions and performance reviews, recognize and reward contributors, break down organizational silos, and weave documentation into daily workflows. Make sharing easier than hoarding, and celebrate those who contribute.
What are the best methods for capturing tacit knowledge?
Conduct focused interviews with experts, set up mentoring and shadowing programs, facilitate storytelling and lessons-learned sessions, record decision-making processes with context, and use video documentation with narration. The key is creating opportunities for experts to share their reasoning and experience.
How does Glitter AI help with knowledge management?
Glitter AI dramatically reduces the time and effort required to create documentation by turning screen recordings with narration into polished, step-by-step guides automatically. It captures both explicit steps and tacit knowledge from narration, making knowledge capture sustainable and keeping documentation updated easily.
Turn any process into a step-by-step guide
More Free eBooks
Master everything about SOPs: what they are, how to write them, formats to use, implementation strategies, and how to keep them updated. Free comprehensive guide with templates and examples.
Master the art of creating SOPs that people actually follow. Learn what makes SOPs effective, when to create them, best practices for writing, adding visuals, testing, and maintaining SOPs over time.
Learn everything about process documentation: what it is, why it matters, types of process documents, how to create effective documentation, and tools to streamline the process.
Master employee onboarding from pre-boarding to 90 days. Learn best practices, avoid common mistakes, create effective documentation, and use visual guides to accelerate new hire success.