• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Metric Sherpa

Metric Sherpa

Where CX Strategy Meets Real Results

  • Services
  • Resources
  • About
  • Contact Us
Published in
Research
Justin Robbins
Founder & Principal Analyst
Share this:

Knowledge Management Is Everyone’s Job Now

Knowledge is the bloodstream of every enterprise and in too many organizations, the arteries are blocked.

In the last few months, my team at Metric Sherpa partnered with Upland Software to study how enterprises are managing knowledge in the age of AI. We surveyed more than 300 professionals across industries and roles: executives, operations leaders, IT, and knowledge managers. We wanted to know how healthy or blocked the lines of information really were. Are organizations truly ready to activate knowledge as the foundation for AI?

The answer was unsettling. Despite heavy investment in tools and a wave of AI pilots, the fundamentals of knowledge management remain immature across far too many enterprises. 

For decades, knowledge management has been treated as someone else’s problem. A departmental initiative. An IT platform. A governance checklist. The research made it clear: organizations can’t afford that mindset anymore.

The Hidden Drag on Performance

Only about one in five organizations describe their knowledge practices as structured and mature. Nearly a third admit to fragmented or inconsistent processes. Even in companies that refresh their knowledge bases quarterly, the content is often unstructured, poorly tagged, or disconnected from the way people actually work. Governance policies may exist, but fewer than a third of organizations measure the impact of their knowledge initiatives.

The numbers explain why leaders keep running into the same wall. Eighty-four percent of contact center leaders told us their agents still struggle to find answers efficiently. Seventy-nine percent of enterprises are piloting AI, but most lack the content discipline to make those tools deliver at scale. Executives express confidence in their readiness, yet only 29% believe their workforce is prepared to adopt AI in daily workflows.

The pattern is unmistakable. This isn’t an isolated systems issue, but a leadership responsibility. When knowledge isn’t findable, trustworthy, or embedded in workflows, the costs are immediate: missed sales, poor customer experiences, slow decisions, compliance risks, and employee frustration. Rework multiplies. Trust erodes. Confidence disappears.

The Five Rules of Knowledge Activation

This is where leaders must step in. Our research points to five rules that separate stalled initiatives from those that deliver:

  1. Own It. Knowledge needs an executive sponsor and a cross-functional council that spans CX, IT, operations, and enablement. Define success and track it alongside your most critical KPIs.
  2. Design Where It Hurts. Start with the friction points—an escalation, onboarding, a product release—and build knowledge experiences that remove the pain from those workflows.
  3. Fix the Inputs. Structure, tagging, validation, and ownership must come before scale. Focus on the highest-impact domains and set the standard for how knowledge will be created and maintained.
  4. Prove It Under Pressure. The contact center is your stress test. If agents can consistently find and trust answers under live conditions, the system is ready to scale.
  5. Measure Like You Mean It. Select three to five metrics that show business value—resolution time, onboarding speed, compliance accuracy, employee confidence—and report them as consistently as financial results.

The Activation Imperative

Taken together, these findings send a clear signal: knowledge is the operating system of modern enterprise performance.

Leaders can’t celebrate AI pilots while their people are stuck searching for answers. They can’t treat governance as compliance theater without proof of impact. They can’t rely on tribal knowledge and hope it scales. Every executive I spoke with described AI as central to their future. The truth is simple: AI will only take them as far as their knowledge foundations allow. That puts the responsibility squarely on leadership.

The imperative is clear:

  • Elevate knowledge to the level of finance, technology, and risk.
  • Make its performance visible in the same reports that guide your strategy.
  • Hold teams accountable for structure, trust, and usability.
  • Stop treating knowledge as a side initiative. Treat it as the engine of growth.

The future of knowledge is activation: structured, governed, integrated, and trusted. The organizations that commit to this shift will gain speed and resilience. Those that don’t will see stalled AI projects, frustrated employees, and customers who look elsewhere.

Knowledge management is everyone’s job now. And the responsibility for making that real starts at the top.

Subscribe to get stories like this in your inbox

Subscribe

Share this:
About this author
Justin Robbins
Founder & Principal Analyst
  • Twitter
  • Facebook
  • LinkedIn
  • Instagram
  • YouTube

Footer

Where CX Strategy Meets Real Results

Proudly headquartered in Wilmington, NC.

Contact Us:‭
hello@metricsherpa.com
226 N. Front St. #125
Wilmington, NC 28401‭

  • About
  • Services
  • Resources
  • Contact Us
  • LinkedIn
  • YouTube
  • Facebook
  • Privacy Policy
  • Terms of Service
  • Disclaimer
  • Cookie Policy

Copyright ©2026 Metric Sherpa. All Rights Reserved. </>
Privacy Settings

Payton Whitley
Executive Administrator

Payton Whitley blends creativity, organization, and a customer-first mindset to keep teams focused and moving forward.

Her first passion was design, where she nurtured her eye for detail and love of creating. That same drive for excellence now fuels her work in executive support, where she thrives on building structure, simplifying complexity, and making it easier for leaders to succeed.

A natural problem-solver and community builder, Payton brings energy and focus to everything she takes on. She’s committed to growth, always finding new ways to sharpen her skills and deliver meaningful impact.

She lives in Wilmington, NC with her pup Oaklee. Outside of work, you’ll find her by the water, running her permanent jewelry business, or chasing the sunshine with friends and family.

Kalley Niebuhr
Head of Brand & Content Strategy

Kalley Niebuhr blends storytelling, social strategy, and creative leadership to help brands show up with clarity, purpose, and authenticity.

With a background in television writing, brand development, and digital content creation, Kalley has shaped impactful messaging and community-first strategies for entrepreneurs, small businesses, and educational brands.

A lifelong creative and community builder, Kalley thrives at the intersection of analytics and emotion—crafting content that connects while delivering results.

She lives in Wilmington, NC with her husband, young daughter, and two dogs. When she’s not creating, you’ll find her in the surf, running community art socials, or researching her next script.

Nate Brown
Head of Education & Enablement

Nate Brown offers a dynamic mix of customer experience expertise and community leadership to Metric Sherpa.

As co-founder of CX Accelerator, a thriving community of over 4,000 CX leaders, Nate has been instrumental in fostering a space where professionals collaborate, grow, and achieve remarkable things in service to others. With a career spanning industries such as gaming, SaaS, retail, healthcare, and technology, Nate has built contact centers from the ground up, anchored complex CX functions, and cultivated exceptional employee-customer connections for brands like WB Games, CHEP, UL, and Bosch.

Recognized globally for his thought leadership, Nate was named “CX Influencer of the Year” by CloudCherry and “Most Impactful Influencer in CX” by Kustomer in 2023. His ability to bring energy and excitement to CX initiatives has earned him recognition across the industry.

When he’s not shaping the future of customer experience, Nate can be found in Nashville, TN on the disc golf course, coaching pickleball, or spending time with his wife and two daughters.

Justin Robbins
Founder & Principal Analyst

With more than 20 years of experience, Justin Robbins has helped organizations worldwide strengthen their customer experience strategies, optimize operations, and achieve measurable results.

His expertise spans contact center operations, in-person service delivery, multimodal interaction design, quality assurance, workforce training, and global CX certification standards. Beyond operations, Justin has advised SaaS companies on content strategy, community engagement, customer marketing, and corporate communications.

As Founder and Principal Analyst at Metric Sherpa, Justin focuses on the intersection of human connection and technology in customer interactions. He is a trusted industry voice, frequently cited by the media, the author of numerous research studies, and recognized for his ability to make complex topics clear, actionable, and relevant.

When he’s not working, Justin is based in Wilmington, NC, where you’ll often find him cooking BBQ, out on the water, cheering at a game, or on adventures with his wife and four kids.

Join Backchannel + The Brief

Cut Through Noise. Take Action.

By signing up you agree to receive twice-monthly educational emails from Metric Sherpa.

Name(Required)

  • Receive twice-monthly updates on our latest news, events, and resources.Subscribe to Backchannel & The Brief