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Saving catered content versus global content (BP)

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Overview

Knowledge bases (KBs) provide a lot of great information for people to grab which includes documents. It is important to reduce the number of duplicates of this content to ensure everyone is finding the right information, that search is not getting bogged down, and content is up to date. Do not upload the same version of a document (e.g. Security Whitepaper or Technical Architecture) into project, department customer, or deal rooms. Instead, consider the following about catered versus general content to decide if the content should live in a KB or a specific Room, Department, or project areas, and how it should be named accordingly to keep your KBs free of clutter. 

Recommendations 


Catered ContentGlobal (General) Content
  • Typically refers to templates available for download which will be updated to include personalized information to the audience (e.g. the Sales Pitch Deck). 
  • This should be uploaded into the appropriate room and named accordingly (e.g. Legg Mason - Pitch Deck) upon upload. 
  • This allows people to be able to differentiate between the template provided by Marketing and the one created for a one-off case.
  • This information should stay within the KB and employees should leverage links rather than a duplicate copy of the information. 
  • Links can be added to a status update or a links widget to highlight what has been shared (if required). 
  • The new recommended search will also help to bubble up the information so search is prioritizing the "approved" content.

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Best Practice, Stage - Implement

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Posted By:
Ashley Pergolas
 
June 7, 2019
Versions:
v.1

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