Managing Knowledge: A framework and tools

John Jimenez, Noble Investment Group, HSMAI Marketing Advisory Board Chair  

The ever-increasing amount of content that we ingest each day demands the skill of knowledge management – for both personal and professional improvement. The challenge lies in capturing, distilling, and organizing data effectively. “Building a Second Brain” by Tiago Forte offers a blueprint for transforming data into actionable insights. I brought this topic to the HSMAI Marketing Advisory Board.  

Tools and Best Practices for CODE: 


  • Online tools like Feedly, Readwise, Notion, Otter AI, and Congnesys streamline the information collection process. 
  • Build your own advisory boards within your networks – an assembly of subject matter experts in various fields.  
  • Hire inherently curious team members, regardless of position. By fostering a team of curious individuals, they will push for both personal and collective growth. 
  • Hold lunch and learns rotating presentations of specialists from within the team.  


  • Platforms like Notion offer a robust database to organize and tag articles, making future data retrieval seamless. 
  • Use a word document with different sections.  


  • Leverage AI to summarize information, alongside tools like Clause2 and Trello, ensures a well-structured approach to knowledge management. 
  • For research and books, read the executive summary first, then conclusion and then go through. Get the bottom-line up front.  
  • Put a piece of paper in the front of a book and then write notes while reading. Keep the paper with the book. If you want to revisit the book, you can refer to the notes.  


  • Beautiful AI automates the creation of presentations, enhancing productivity and allowing professionals to focus on refining content.  
  • Opus AI takes long-form video content and distills it into compelling, bite-sized pieces, ensuring the best engagement for today’s time-pressed audiences.  
  • Shutterstock’s AutoAI image feature leverages AI to craft visually captivating content by intelligently selecting and licensing images from their extensive library.  
  • Adobe Beta’s generative AI enables the effortless incorporation of elements like clouds, sunsets, and people into visuals, thereby enriching creative expressions.  

As information-sharing becomes increasingly digital, security and privacy considerations are paramount. Utilizing online platforms demands strict adherence to guidelines. Some sites are blocked, and team members must navigate the fine line between information sharing and privacy concerns. 

While modern tools dominate the conversation, traditional methods still hold their place. Their enduring relevance complements the digital transformation, reinforcing the importance of adapting knowledge management practices to suit today’s landscape. 


Categories: Marketing
Insight Type: Articles