Ideas for cross pollinating knowledge in a team

Srimathi Parthasarathi
Srimathi Parthasarathi Member Posts: 4
edited September 2021 in Industry Insights
Hello CS family,

I am looking for ideas for cross pollinating knowledge in a team. We would like to improve the interaction and learn from the lessons between the team members. 



  • Fawn Mulholland
    Fawn Mulholland Member Posts: 4
    edited September 2021
    Hi Srimathi,

    I am curious if you are in a virtual environment or not? Also, if Tutela is highly technical in nature?

    Something I have done in the past is a bit like speed dating where we have half the team prepared to give a 5 minute presentation on some key topic and we cycle through breakout rooms where 1 presenter is matched with a viewer/learner. Alternatively, we have also done larger presentation training for 20 minutes on a topic of note which is presented to cross-functional teams. 

    In addition, it could be helpful to have team members contribute ideas for a knowledge base or LMS for internal education. We are in quite a technical space, so the knowledge share is usually around technical elements of the product - but some of these ideas are not from this current role. 

    We also produce bi-weekly "Customer Snapshots" where we include the most relevant information about a particular customer in a handful of slides; contract information, key notes, contacts, etc. 

    Hopefully this helps a little.
  • Srimathi Parthasarathi
    Srimathi Parthasarathi Member Posts: 4
    edited September 2021
    Thanks Fawn! I will take these in!
  • Andreas Knoefel
    Andreas Knoefel Member Posts: 74
    edited September 2021
    I start with a culture of continuous learning and improvement as a foundation for
    • a knowledge base that is updated by
      • Product with new capabilities
      • Support when closing an open issue
      • reference architectures for new successful configurations/integrations
      • best practice tips
    • weekly team huddles where issues and solutions are shared
    • mandatory milestone reflections
    • mentors for new team members who are linked to their success
  • William Buckingham
    William Buckingham Member Posts: 39
    10 Comments Second Anniversary 5 Insightfuls Name Dropper
    edited September 2021
    Hi Srimathi,

    If speaking strictly peer-to-peer knowledge sharing, one suggestion would be to do a video/vignette series of sorts.   Whenever a team member has a customer win (adoption, risk resolve, expansion, advocacy, etc ect - but make sure criteria is clear) have them fill out a form detailing the win.  That gets sent to your CS Enablement person/team.  He or she then books an interview with that person to cover the customer, problem/opportunity, how they solved or won it, Etc.  Then weekly or bi-weekly send these win videos out to the team.  That's a pretty rough overview of it, but if you are curious, I think I have a whole detail of the process I can share.  Just let me know.   

    One thing I like about this is that it give the Enablement team a bit of control regarding WHAT gets shared.  It isn't too unlikely someone is doing something they feel is a best practice, yet maybe doesn't scale whatsoever for your model.

    Will Buckingham

    Customer Success Operations Manager, Enablement

  • Srimathi Parthasarathi
    Srimathi Parthasarathi Member Posts: 4
    edited September 2021
    Thanks Andreas, this is something we do (almost!) but still see a lack in sharing, thanks to all the remote working!
  • Srimathi Parthasarathi
    Srimathi Parthasarathi Member Posts: 4
    edited September 2021
    This is interesting William! Could you please send me the process docs, that would be very helpful!
  • dperenchio
    dperenchio Member Posts: 4
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    @William Buckingham recognizing this is an old post but would you be willing to share your process docs with me as well? This a great best practice, thank you for sharing.