Knowledge Base Migration & Archival Strategy

Streamlining information governance at Bank of America

Knowledge Management System

Background

In 2021, Bank of America Global Information Security identified a need to consolidate and modernize fragmented knowledge bases. As Senior Knowledge Manager, I led a migration strategy to improve access, compliance, and scalability.

My approach involved evaluating existing repositories and determining actions like archiving old content, creating new wiki sites, or new knowledge bases.

The Challenge

  • Decentralized repositories causing confusion
  • No unified taxonomy or metadata
  • Outdated, redundant content without an archival system

My Approach

  • Designed a metadata-rich taxonomy: document type, department, ownership, and more
  • Built archival workflows for public, internal, and long-term storage
  • Developed training for Knowledge Base admins
  • Created a tiered support model for sustainability

Results

  • 60% reduction in search times
  • Improved author adoption and compliance
  • Clear archival structure implemented

Key Takeaways

  • A scalable taxonomy saves time and stress
  • Preservation begins with structured inventory
  • Training ensures longevity of any KM system
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Company

Bank of America

Addison, TX

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Role

Senior Knowledge Manager

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Services Provided

Repository Development,

Taxonomy Development,

Metadata Standards,

Repository Migration

Additional
KM Projects

See full descriptions on the Knowledge Management page

  • OneGIS Intranet Redesign & Migration
  • Executive Presentation Hub
  • Product Repository Rebrand
  • Knowledge Base Metrics Reporting and Maintenance