What do you use for knowledge management?
I currently use ZohoCRM for my CRM, but it doesn't really have anything for knowledge management. I tried there wiki implentation but I dunno, It feels weird to tie that information into a closed platform.
I was wondering what people use to keep track of information. I am currently hosting a local MediaWiki Server to organize specific information for my business operations. I want to move away from a local server because I don't want to maintain a local server any more.
I was thinking about moving my MediaWiki to a VPS instance but I'm wondering of there is a better way to track my information. I want to find any easy way to store links to information from my web browser to a open platform of some kind that handles different media types. I would also like it to be cross-platform as I want to be able to access the information from my mobile devices.
My use case for easily accessibility:
- I need to document procedures to follow (If I forget something)
- I often run across interesting vendors/hardware that I can recommend to my customers that are not well known.
- I want to either link to or recreate a resource online that contains tips/tricks that I can use to resolve an issue.
I can do this all online by searching the net, but I often forget what search terms to use or even what I am looking for. Remembering things by keywords is great sometimes, until it's not. I also want to use some kind of hierarchical structure to find things.
I needs to be accessible and I need to be able to export data out of it using a standard file format like text files preferably.
What do you use?
15 comments
[ 3.6 ms ] story [ 55.7 ms ] threadhttps://heptabase.com/
And for managing generating more easily exportable formats for things that need stuff like CSV/Spreadsheets: https://github.com/blacksmithgu/obsidian-dataview
For structured entry of text ("forms") so that you can reliably track stuff using DataView, I recommend the Note From Templates plugin: https://github.com/mo-seph/obsidian-note-from-template
Simple, no servers, (unless you want sync, and you can use theirs or your own)
If the draft is good enough, I'll publish the finished markdown to markdown-based publishing platform (either bearblog or prose.sh), hoping that someone else will get the benefit from my writings.
If the draft is still incomplete, i'm gonna dump the markdown on Obsidian 1.0 (https://obsidian.md). I can manage my crude markdown draft more easier there.
Essentially, pick whatever lets you:
Whatever you pick will demand some effort to make it your own. So it is important that it be useful for many, many years. This way it will pay off over time in terms of comfort, convenience, more "flow" state etc.(edit: formatting)