Hubspot: Communities of Practice; Knowledge Management

This case study recounts the development of a refined Knowledge Management System and 0-1 platform

Background

I joined a dynamic UX organization within HubSpot during a period of significant transformation, supporting product design, research, and content strategy across multiple teams.

The org faced challenges in fragmented knowledge management, siloed practices, and inefficiencies in cross-team collaboration, leading to a need for streamlined processes and cohesive communities of practice to enhance knowledge-sharing and reduce wasted effort.

The overwhelming number of tools and scattered resources created a high cognitive load for team members, making it difficult to locate critical information or collaborate effectively. This inefficiency often resulted in misaligned efforts, delayed projects, and a reliance on manual workarounds or team knowledge keepers.

Challenges

Quality became a central priority within the org, but each team followed its own workflows for research and design, leading to inconsistent deliverables and variable quality across projects.

The absence of structured peer-to-peer learning or knowledge hubs meant that insights and expertise were rarely shared at scale, slowing overall growth.

🟠

🔸

🔶

📝

🟠 🔸 🔶 📝

Solution

To address the fragmented collaboration and high cognitive load, I proposed and led the overhaul and streamlining of the organization’s wiki. Building on this work further, I organized and developed a comprehensive knowledge hub, integrating key documentation and processes into a centralized, accessible platform.

This effort also included the creation of a knowledge base to house critical resources for training and onboarding, as well as a peer-to-peer learning space designed to foster collaboration, share expertise, and promote continuous learning across teams.

Wiki Creation Process:

  • Audit Existing Resources:
    Conduct an inventory of existing documentation to identify gaps, redundancies, and outdated content.

  • Define Structure & Taxonomy:
    Develop a clear and intuitive organizational structure with categories, subcategories, and tagging to improve discoverability.

  • Standardize Templates:
    Create standardized page templates to ensure consistency in content format and style across the wiki.

  • Content Consolidation & Migration:
    Merge scattered documentation into the wiki, eliminating duplicates and updating outdated materials.

  • Governance Model:
    Establish guidelines for content ownership, updates, and maintenance to ensure information remains current and relevant.

  • User Feedback:
    Gather input from end-users to refine the structure and address any usability challenges.

Knowledge Base (KB) Creation Process:

  • Needs Assessment:
    Identify key use cases for the KB, such as onboarding, training, or reference material, and prioritize critical content.

  • Curate Core Resources:
    Select and organize foundational materials that address frequently asked questions and common challenges.

  • Integration with Tools:
    Link the KB to existing systems (e.g., project management, research tools) to provide seamless access.

  • Collaborative Content Creation:
    Engage subject matter experts to contribute or review content to ensure accuracy and depth.

  • Search Optimization:
    Implement a robust search functionality with metadata and keywords to enhance content discoverability.

  • Ongoing Evolution:
    Design processes for regularly adding new content and archiving outdated material to keep the KB dynamic and relevant.

Results

  • The streamlined wiki structure reduced the time spent searching for critical information by 40%, as reported by team surveys, and increased engagement with documentation by over 50%.

  • Over 300% increase in wiki traffic

  • The introduction of standardized templates and a clear governance model ensured content remained up-to-date and relevant, with over 90% of pages reviewed or updated within the first six months.

  • Metrics showed a 30% decrease in repetitive questions to subject matter experts, enabling teams to focus on strategic priorities