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Published: 24 March 2022



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  • ナレッジ・マネジメントという概念は新しくないが、「ノウハウをうまく継承できない」「過去に対応した経験がかされていない」といった声も今なお根強い。人材/スキルの不足にテレワークの浸透が相まって、改めてナレッジ・マネジメントに取り組む動き国内で強まっている。

  • 2021年3月に電子帳簿保存法の改正案が成立し、2022年1月から施行された。この改正によって、システムやサービスに関する要件が大幅に緩和され、その結果、利用可能なシステム/サービスの幅が一気に広がっている。

  • IT部門は立場上、ファイル保存場所や文書管理、ワークフローの統合を進め、製品やサービスの乱立を防ごうとするが、そうした進め方は、働き方の変化や、エンドユーザーの利便性に対するニーズの拡大と方向性が合わないことが多い


働き方の情報活用に取り組むインフラストラクチャとオペレーション (I&O) のリーダーは、下を行う

  • ナレッジ・マネジメントに向けたツールを用いる場合、エンドユーザーに対する継続的な教育、動機付け、社内広報を進め、可能であればベンダーのサポートを活用する。そのために、利用部門を巻き込んだ小さな運営チームを結成し、導入後の利用拡大を目指して活動する。

  • 法改正に伴うシステム/サービスの新規導入や入れ替えに関して、省庁の公開資料を直接参照し、法律の変更内容や新たな要件を理解することを第1のステップと位置付ける。ベンダーによる説明も有用だが、特定ベンダーの主張だけに依存してはならない。

  • ファイル保存/ワークフローに関連する製品/サービスを選択する際、IT部門側のニーズとベンダーが用意したシナリオを検討の中心に据えないように留意する。そのためには、例えば、エンドユーザー部門の誰が検討に加わっているかを明確化するといった方策を採る。

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Masaki Suzuki

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