Advising at All Stages of Your Knowledge Journey

Many AEC firms struggle with the same challenges: losing expertise when people retire, repeating mistakes across projects, and missing opportunities to leverage their collective experience for competitive advantage.

Flow Theory’s approach is designed to be straightforward, partnering with you through focused projects aimed to solve specific knowledge challenges and build your team’s capabilities to sustain results.

  • Project-Based, Flexible Engagement

  • Build Internal Capability

  • Start Where You Are

  • Technology Agnostic

  • AEC Industry Specific

Project-Based, Flexible Engagement

  • Each engagement is structured as a specific project with clear deliverables and timelines. You can focus on results rather than watching the clock.

  • Engage for a specific initiative or consider sequential engagement (start with Discover, then move to Strategize and Transform as results build confidence and momentum).

  • Consider combining multiple projects with fractional knowledge management leadership for comprehensive, sustained transformation.

Build Internal Capability

Your team will develop internal expertise to sustain and expand the knowledge management program without ongoing dependency.

Start Where You Are

Whether you are just recognizing the need for better knowledge sharing or ready to implement advanced initiatives, Flow Theory will meet you where you are and move forward from there.

Technology Agnostic

Knowledge management (KM) is best approached from a people + systems + culture perspective. Flow Theory will help you establish KM best practices suited for your organization’s needs rather than selling specific platforms.

Industry Specific

Recommendations are informed by a deep understanding of AEC firm operations, project lifecycles, and industry challenges. Flow Theory integrates KM best practices, AI, technology, and change management to meet the unique needs of your organization.

DISCOVER

Discover what expertise is walking out the door, where knowledge gets stuck, and opportunities to leverage knowledge for competitive advantage

Knowledge Assessments

  • Audit existing knowledge systems

  • Knowledge mapping across talent development, project delivery, and expertise areas

  • Compare your knowledge practices to industry leaders

Organizational Readiness Reviews

  • Technology/systems review for knowledge enablement

  • Culture and process for knowledge sharing

  • Risk analysis (retirement knowledge loss, competitive vulnerabilities)

STRATEGIZE

Design a roadmap for capturing project learnings, transferring expertise, and building knowledge systems that support your growth goals

Strategy Development

  • Actionable, phased roadmaps for embedding knowledge management (KM) into operations

  • Artificial intelligence + knowledge systems integrations

  • Organize data, information, and knowledge for better access and business use

  • Organizational goal alignment

Advisory Services

  • Coaching and fractional leadership

  • Change management planning

TRANSFORM

Implement knowledge systems to capture project insights, connect expertise across the organization, optimize workflows, and deliver better outcomes

Implementation Support

  • Team/specialist training and adoption support

  • Process design and workflow optimization

  • Knowledge system/technology selection support, planning, and implementation guidance

Ongoing Support/Advisory Services

  • Fractional Knowledge Manager services for initial/ongoing implementation

  • Coaching for internal knowledge champions

  • Performance monitoring and optimization

  • Succession planning (knowledge specialist roles, job posting reviews)

Getting Started is Simple

Step 1: Discovery Conversation

30-minute call to understand your specific situation and explore how knowledge management could impact your organization.

Step 2: Project Recommendation

Based on your needs, timeline, and readiness, you will receive a recommended starting point and project scope.

Step 3: Proposal & Agreement

Clear project description with fixed rate, deliverables, timeline, and involvement.

Step 4: Project Launch

We begin with project kickoff, stakeholder alignment, and start building momentum.

Contact Flow Theory

Let’s start with a conversation about strategic knowledge management and transforming your organization’s performance.