sum Knowledge Portfolio® helps an organization to become more effective in managing its most important knowledge asset: its people.

sum Knowledge Portfolio® captures key knowledge indicators at the individual level in a format that is useful to both the individual and the organization. But rather than being a knowledge base that attempts to replicate the knowledge of a person (such as a medical diagnosis program that tries to mirror the decision-making process of a doctor), it instead gathers meta-knowledge (knowledge about knowledge) on the tacit knowledge contained in the minds of an organization's professionals.

Each organization is able to determine (and create without extra programming) the types of indicators it would like to see captured by their professionals. The act of capturing the information is under the control of the individuals as essentially it is information about their expertise, wisdom, knowledge and experience. Once their information has been captured, it can be consolidated and reported at the enterprise level, allowing both the organization and the individual to benefit.

...complements a Human Resources system by

• recording activities and accomplishments associated with positions held
• keeping full details on prior or outside employment
• tracking membership and activities in professional societies
• capturing contributions made to committees inside and outside the organization

...goes beyond a Résumé package by

• permitting consolidation of data from individuals into an organization-wide database
• containing a variety of templates
• having an “individual only” orientation
• encouraging the focus to be on interpretation and evaluation

...supports a Performance Appraisal system by

• encouraging thoughtful, rather than mechanical, assessments and reviews
• capturing and presenting objective data supported by anecdotal evidence
• allowing multiple use of the data without additional data entry

...answers questions left unconsidered in an Accounting System by

• helping you to value your greatest asset: people and their knowledge
• providing useful statistics on activities and events, as well as time or dollars involved
   

Individuals use the system to manage their own careers, recognize the strengths and gaps in their professional skills, and reduce the administrative effort involved in keeping an up-to-date Curriculum Vitae or Résumé. Organizations use the information consolidated from many individuals to present a coherent picture of the organization’s strengths, accomplishments and recognitions.