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Project Proposal Knowledge Platform for The World Bank Group

Prepared for: The World Bank Group May 21, 2012

Prepared by: inpulse inc. Lucio Campanelli lucio@inpulse.org 414-412-4384 Saurabh Mishra saurabh@inpulse.org 202-440-7919

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1. Overview .............................................................................................................................. 1 2. Purpose ............................................................................................................................... 1 3. Problem Statement ............................................................................................................. 1 4. Benefit to the Organization ................................................................................................. 1 5. INPULSE (Knowledge) Features ........................................................................................ 3 6. Technology ......................................................................................................................... 3 7. Data Sources ....................................................................................................................... 3 8. Leadership ........................................................................................................................... 3 9. Deliverables ........................................................................................................................ 3 10. Project Estimate ................................................................................................................. 3 11. Evaluation of INPULSE technology adoption ............................................................... 4-5 12. Platform screenshots .................................................................................................... 6-8

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INPULSE platforms help users manage resources from large data repositories by returning streams of solutions to be used for the development of new solutions. INPULSE features are designed to enhance fast service delivery, ability to focus, and bring transparency to successful knowledge exchange and execution. 1. Overview INPULSE provides the World Bank Group a user-oriented software tool to support, organize, and analyze communities of practice. The goal of the INPULSE platform is to create an integrated knowledge management system that facilitates interdisciplinary partnerships across departments and units. INPULSE, not only will bring more visibility to the business products across the World Bank groups, but also will connect them with external communities in a clear, reliable and uniform manner. 2. Purpose The aim is to increase the quality of communication within the World Bank and across an international community of research centers, academic institutions, think tanks, practitioners and the private sector. INPULSE network will serve as a means to help the bank achieve its goal to broaden partnerships. It will do this by introducing a new measure of knowledge that allow the users to evaluate external expertise, determine the value of knowledge exchange, and facilitate the identification of innovation in products and solutions. 3. Problem Statement We provide tools that help centralize resources to bring visibility of knowledge outcomes in an organization setting. Fundamentally there persists this problem of no universal format to manage and share knowledge. In the organizational context for the World Bank this stems from two structural issues:
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There are several repositories that are fragmented Current technologies rarely provide an accurate reflection of a users true interests nor facilitate knowledge in a transparent manner.

4. Benefit to the Organization INPULSE knowledge technology identifies innovative solutions from a network of knowledge centers to service the needs of international organizations. Our technology analyses and evaluates information items (people profiles, publications, media, etc.) using a sophisticated knowledge algorithm to process and accurately match according to user interest. We implement a simple design framework that facilitates browsing and searching content within two clicks. Users can immediately view other people who have been working on similar issues as well as identify a particular document of interest. This enables interdisciplinary evaluation between different areas of expertise facilitating collaboration and productivity. This collaborative component can also extend to those engaged with similar topics at a fundamental level out of the World Bank.

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5. INPULSE (Knowledge) Features: (Knowledge) Network Ability for user to search and browse similar profiles Ability to bookmarks favorites Ability to connect without using email system. (Knowledge) Recommendation Ability to like or dislike content, to impact future recommendations. Ability to upload document and links to the system Ability to evaluate content relevancy using a knowledge indicator. (Knowledge) Standard Ability to hyperlink keywords to other pages, i.e. Wikipedia. Ability to recognize in a uniform format the activity of others Ability to personalize or keep neutral the browse and search experience 6. Technology: The platform will be implemented as a web application. The application will be powered by Drupal and hosted on a dedicated server by INPULSE. INPULSE will migrate the requested World Bank data into the new platform to facilitate and speed up the algorithm processes. 7. Data Sources The initial implementation of the platform will include the following data sources: Data Source (Data source 1) Platform/Technology Responsible Party INPULSE knowledge repository: (MIT, Harvard, gov and non-gov innovation centers, universities and social enterprises groups, etc.) Complete list in the appendix {Data Source 2} {Data Source 3} World Bank Knowledge Docs, World Bank Business Groups

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8. Leadership: Lucio Campanelli: INPULSE is the second company founded by Lucio. Lucio's other primary activity is serving as the CEO and technology architect of StudyStream LLC. As well as being the CEO of INPULSE, Lucio also serves as an interaction designer and regularly speaks at events in the Boston and Washington DC area. In 2008 he configured a theory of complexity which he termed "Knowledge-DNA" used for the design of information retrieval systems. Through his work, he aims to connect social entrepreneurs to cause a greater awakening of democracy and human rights in the world. Lucio holds an Architecture degree from La Sapienza University of Rome, a degree in Information Science from the University of Wisconsin, and a certificate of Cognitive Science from UQAM. Saurabh Mishra: Saurabh is President of INPULSE, and founded The Pulse Lab, interface to map global networks. He has served in various capacities at the World Bank, International Monetary Fund and World Trade Organization. Saurabh regularly writes and presents on international and development economic policy. Since 2008, he has been working at the intersection of movements and technology-design to facilitate greater social awareness. He is a songwriter, musician and a social entrepreneur. Saurabh holds a Bachelors and Masters degree in Applied Economics & Finance from the University of California Santa Cruz. 9. Deliverables: INPULSE design team will roll out the platform delivery in 2 phases: 1. (June 2012) Design: Working with PREM VPU and Networks to identify and design business lines, products and services offered through a questionnaire and survey of users. We have to identify one department for pilot. This will feed into formalizing a system design framework. Transfer Data Convert the organization data from communities of practice into a design. Knowledge Presence Propose a design solution for the knowledge presence of a practice group workflow.

2. July (2012) Implementation: INPULSE will design the front-end information architecture and coordination of the overall system. Working in close collaboration with IMT (for the data transmission), a third technology partner (for the implementation of the back end) Development seed, and a management partner (for the infrastructure reliability) Acquia. Knowledge technology Power the platform with knowledge matching technology with other sets of organized and structured data. Feedback Culture Test with the first group of practice. A new survey on enhancing the user friendliness and enhancing experience of knowledge based system.

10. Project Estimate The cost of INPULSE platform depends on the structure and size of data transfer and degree of product sophistication required by business groups

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11. Evaluation of INPULSE technology adoption The evaluation consisted of interviews, meetings and questionnaire for the World Bank PREM, Urban Knowledge and IMT. A) Interviews: Marijn Verhoeven (PREM VPU), Raman (IMT), Abha Joshi-Ghani (Urban Knowledge) B) Questionnaire Friday March 2, 2012 Interviews: Interview 1: February 2012 May 2012 Marijn Verhoeven, PREM VPU There are several forms of institutional repositories especially those linked to collaboration platform targeted to internal and external users. All the documents in a common repository surface through different user interfaces. By first identifying different product types, process for quality there is a way to standardize design solution that will help The World in Open Knowledge to empower users. Providing cross sectoral knowledge support on a productivity platform has great value for the World Bank. Interview 2: March 2012 May 2012 Information Management Technology (IMT) AAA and ESW account for the 30 percent of World Banks portfolio. There are immense resources that are targeted towards these projects and have great value for clients. The expertise of handling this knowledge from a user friendly and democratic knowledge community should be driving the knowledge agenda. INPULSE technologies bring a centralized process to virtualize the collection of knowledge. Communities of practice leading their knowledge process are essential rather than sole focus on classification and knowledge collection. Tying INPULSE knowledge technologies into the World Bank will be a very helpful asset. Interview 3: January 2012 May 2012 Abha-Joshi Ghani, Urban Department Urban Knowledge used search technology to find relevant documents out of the Banks urban knowledgebase for paper on slum upgrading best practices and state-of-the art where is there global consensus, what are the different approaches, what are the knowledge gaps. The objective of implementing a new system will be: I. The accuracy of results prioritized based on content quality, II. the ability to search across multiple repositories, III. Automated, sustainable process (no need for duplicate data entry or changes to institutional systems) and IV. Tailor results to specific contexts (regions, interests, etc.). These provides to be a vehicle for advancing the Banks open knowledge agenda and for convening urban stakeholders at global forums to catalyze collective action, learn from one another, and address critical knowledge gaps.

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Questionnaire: The questionnaire was designed to assist INPULSE in better understanding World Bank Networks in this case the Urban Knowledge. We provided the questionnaire to Dennis Linders, Urban Anchor. By understanding the needs with regard to a new search application to support the Knowledge Platform, the answers were used to develop the above project proposal. People were asking the difference with Google and other relevant best practices and state of the art of solutions and projects? INPULSE is a content management system with integrated knowledge features in our search and recommendation engine. Search features will not be enough, in a knowledge system one need to clean up the source first, organize the document in order to retrieve them easily even after a long search process. So the issue is creating a powerful search platform with content management feature integrated. Also in order to clean up the data, it is crucial that the collaboration of the community using the platform. Design is crucial to keep the users motivated and engaged with a feedback culture. This usually lack in pre-packages solutions released by major company like Google or Microsoft. Is INPULSE able to scale to the level of a large institution? According to the questionnaires and two meeting with the IMT and other network colleagues, INPULSE intuitiveness and simple interface provides a perfect solution to the scale and usability. INPULSE dedicated server and the future partnership with Acquia will guarantee the safe environment needed by the World Bank to scale. INPULSE partnership with major search engine and platform companies will guarantee the cutting edge search technology for a user experience superior to other search networks. Our network will allow system to access incredible sources of data, uniquely designed for innovation and knowledge exchange. Conclusions In order to help business goals of the Urban Knowledge Platform, INPULSE finds that the following features are critical to achieve the objective: ! Ability to search on one or more data sources (i.e. Urban Knowledge, Google Scholar, World Bank data, IMF data, Brookings, Urban Knowledge Database etc.). Provide ability to index Microsoft Office files, Open Office files and PDF files. Visualization of keywords from indexed data. Clearly defining the relevancy of content to urban. Allow the user to select favorites from a list of search results. Analyze the favorites for highest frequency of key words. Also allow users to tag results to fine tune the context of the item. Then re-run the initial search based on this key word list and tags utilizing the key words to re-rank the results. Predefined filters will also help. Key feature needed is an automated way to make sense of documents and building relationships to other documents. There is need for a new tool for hosting curated knowledge, but have a significant gap in terms of dealing with large knowledge bases of hundreds of documents that cannot be curated manually.

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