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Choosing a knowledge management system: an honest twelve-criterion evaluation grid

Twelve criteria to compare knowledge management software without solving the wrong problem: tacit knowledge, criticality, connectors, sovereignty, cost.

In short

To choose a knowledge management system, start from the problem you need to solve — finding answers fast, writing together, keeping records, or not losing know-how — then score each tool on twelve criteria you can check during a trial: tacit knowledge, measured mastery, computed criticality, validation, connectors, data and AI, reversibility, languages and total cost.

Before the grid: which problem are you solving?

"Knowledge management software" covers tools that do different jobs. A comparison that ranks them on a single scale compares different things. So start by naming your problem:

Your problemThe right family of tools
Answering the same questions fast, internally or for customersA knowledge base or help centre
Writing, organising and finding things togetherA wiki or collaborative workspace
Keeping, versioning, provingA document management system
Not losing know-how held by a few peopleKnowledge mapping, with measured mastery and risk

The four do not exclude each other: many organisations already run three of them. KnowledgeCapital belongs to the fourth family and connects to the others rather than replacing them — the guide knowledge management software: how to choose describes these families. The grid below is mostly for telling apart tools that claim to solve the fourth problem.

The grid: twelve criteria, one question, one proof

Each criterion is asked as a question and checked with a concrete action during the trial. An answer you cannot check does not count.

CriterionThe question to askThe proof to ask for
1. Tacit knowledgeDoes the tool know what is written nowhere?Declare a piece of knowledge with no document and see whether it shows up anywhere.
2. Measured masteryAre levels declared, or measured?Take a test and watch the person's level change.
3. Computed riskIs criticality computed, and is the method published?Remove a holder and watch the score move by itself.
4. Link to real workIs knowledge tied to processes and tasks?Open a task and read what it requires, and who holds it.
5. ValidationWho gives a piece of content its authority?Submit a sheet and follow its route to publication.
6. FreshnessHow is outdated content spotted?Find the review cadence, and what happens when it is overdue.
7. Existing systemsWhich systems are read, in which direction, with which rights?Connect a real site or folder read-only, or read the step-by-step procedure.
8. Data and AIWhere does the data live, where does the AI run, what leaves the network?Read the list of allowed outbound connections.
9. Security and traceabilityCustomer isolation, audit log, corporate directory?Find in the log who performed a given action.
10. ReversibilityCan you get everything back and re-import it elsewhere?Read the reversibility plan and the export format.
11. LanguagesMultilingual interface and search, right-to-left writing?Switch language mid-task and search in another language.
12. Adoption and total costWho administers it, for how long, at what real price?Count the admin hours during the trial; read the published prices.

Weighting without fooling yourself

Score each tool from 0 to 3 on each criterion, then give each criterion a weight from 1 to 3 according to your problem. Two profiles to make it concrete:

Add one simple rule: a 0 on a weight-3 criterion rules the tool out, whatever its total. That is what stops a very pleasant tool from winning on a problem it does not address. And have the grid filled in by two people who do not confer: the gap between their scores shows where the demo was vague.

A fourteen-day trial protocol

  1. Days 1 and 2 — Explore a demonstration space: look for the four answers (what do we know, who knows it, what will we lose, what are we doing about it).
  2. Days 3 to 5 — On a blank space, map one process with the five or six people who run it. The guide on building a knowledge management system from scratch gives the order.
  3. Days 6 and 7 — Assess mastery, look at which knowledge rests on one person, and check that the result surprises you at least once.
  4. Days 8 to 10 — Test the link with existing systems: a real site, library or folder, read-only.
  5. Days 11 and 12 — Run a small assessment campaign and compare declared with measured.
  6. Day 13 — Read the commitments: security, backups, reversibility, where the data lives.
  7. Day 14 — Fill in the grid as a pair, and decide.

Questions to ask any vendor

What KnowledgeCapital answers — and what it does not do

Applied to itself, the grid gives this. Tacit knowledge, mastery, risk: knowledge is tied to tasks, mastery is scored from 0 to 5 then measured through assessment campaigns, and criticality is computed with a published method. Validation: sheets and lessons learned go before committees, and validated sheets are reviewed at a pace set by their criticality. Existing systems: Confluence, SharePoint and Microsoft 365, document management systems through CMIS or WebDAV, Notion, intranets and the inbound API, all read-only; only Confluence can also receive validated sheets, if you ask for it. Data and AI: local AI, confined outbound connections, a hosted edition with one isolated database per customer, or a sovereign edition on your servers. Languages: French, English, Spanish and Arabic, right-to-left included. Cost: priced per tracked person per month, from €6 to €22 depending on the plan, sovereign edition on quotation, 14-day trial with no card.

What it does not do, said just as plainly: it is neither a wiki nor a document management system, and it does not replace your writing tool; Google Drive, GitLab and ServiceNow connectors are not available today; SharePoint, document management systems, Notion and intranets are read without anything being written to them; and connectors are included from the Professional plan upwards. If your main need is a help centre for your customers, a dedicated knowledge base tool will serve you better.

Confluence is a trademark of Atlassian; SharePoint and Microsoft 365 are trademarks of Microsoft Corporation; Notion is a trademark of Notion Labs, Inc.; Google Drive is a trademark of Google LLC; GitLab is a trademark of GitLab Inc.; ServiceNow is a trademark of ServiceNow, Inc. KnowledgeCapital is neither affiliated with nor endorsed by these companies.

Frequently asked questions

What is the difference between knowledge management software and a knowledge base?

A knowledge base answers frequent questions fast from what has been written. Knowledge management software in the broad sense also covers unwritten knowledge: who can do the job, at what level, and what the organisation would lose if those people left.

Do we need to replace our wiki or document management system?

Rarely. Each family of tools has its own job. Most of the time you keep the wiki and the DMS, and add the measurement of mastery and risk, linked to existing documents through read-only connectors.

How many criteria really matter?

The twelve in the grid, but they do not all weigh the same: give each one a weight from 1 to 3 according to your problem, and treat a zero on a weight-3 criterion as disqualifying.

How can we test a knowledge management system without spending months on it?

On a single process, with the five or six people who run it, during a two-week trial: map it, assess mastery, connect one existing system, run a small assessment campaign, then fill in the grid as a pair.

Does KnowledgeCapital have a Google Drive connector?

Not today. The available connectors are Confluence, SharePoint and Microsoft 365, document management systems through CMIS or WebDAV, Notion, intranets and the inbound API. Google Drive, GitLab and ServiceNow are not available yet.

No card. A space pre-filled with five years of demonstration data.

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Going further

Updated on

The other guides

Knowledge transfer before retirement: the method

How to organise know-how transfer before an employee retires: spot what leaves, measure the risk, train a successor, prove it is done.

Knowledge management software: how to choose

Knowledge base, wiki, document management or knowledge mapping: which knowledge management software answers which need, and the five questions that decide.

Knowledge management system: a 12-point evaluation grid

Twelve criteria to compare knowledge management software without solving the wrong problem: tacit knowledge, criticality, connectors, sovereignty, cost.

Skills mapping: method and software

How to map an organisation's skills: reference list, mastery levels, criticality. What separates an Excel matrix from a living map.

How to build a knowledge management system from scratch

The exact order for building knowledge management on a blank space: org chart, people, knowledge catalogue, processes, holders, criticality, assessments.

Key-person risk: knowledge held by one person

Spot knowledge that depends on one person, measure the exposure and organise a successor before the incident: the single point of failure of knowledge.

Lessons learned software with validation

Capture lessons learned from the field: contribution, validation by a committee, links to knowledge, search across four languages.

Industrial knowledge management for maintenance

Knowledge management for industry, mining and energy: maintenance know-how, rare skills, departures, and a method that holds up on site.

Sovereign knowledge management with local AI

Self-hosted knowledge management software: no outbound connection, local AI, built-in video conferencing, isolated data, full reversibility.

A knowledge ERP: what your ERP does not manage

An ERP manages stock, orders and payroll. It does not know who is the only person able to restart the line. KnowledgeCapital is the ERP of that resource.

Internal expert network: find who knows

Locate expertise in the organisation: an expert network based on measured mastery, questions routed to who knows, answers captured.

Succession planning for critical knowledge

A succession plan that starts from critical knowledge: who leaves, what leaves with them, who can take over, and proof that the successor is ready.

SharePoint knowledge base connector: setup and limits

The SharePoint connector reads your site pages and document libraries via Microsoft Graph, read-only, and links each file to the knowledge it describes.

DMS and knowledge management: Alfresco, Nuxeo, CMIS, WebDAV

Your DMS keeps documents; it does not say who knows. The connector reads Alfresco, Nuxeo or Nextcloud through CMIS or WebDAV, read-only.

Notion as a company knowledge base: a practical guide

Notion is great for writing together. How to structure a Notion knowledge base, and connect it to learn who actually masters what it describes.

Intranet knowledge management: map knowledge, no migration

Your intranet publishes procedures; it does not say who can apply them. The connector reads its pages, even without a sitemap, and feeds the knowledge map.