Tax season just passed here in America. I think that everyone is relieved it is over, but still reeling from the pain. I have a friend that owns an outsourced accounting business and she had a scary experience this tax season. One of her key employees quit right when they were in the thick of tax preparation for all of their clients! This is probably the worst case scenario, but definitely not unheard of in a business situation.

So, what do you do when that key employee and all of that knowledge walks out the door?

My friend was pouring through this former employee’s Outlook file to review emails and notes for key information that would give her an idea of exactly where he was at with each of her clients. She had to get her hands on this knowledge to avert a disaster. Unfortunately, searching through the silos of email and personal notes was a very difficult way to go, but it was the only option.

When groups work in a project-based system like Pelotonics, status, conversations, committments, and everything else related to those engagements become accessible pieces of knowledge for the group as a whole, not just one individual. Picking up where another team member left off is all the easier and predictable.

How exposed are you and your business to organizational knowledge walking out the door?

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