MORGANTO CONSULTING
Knowledge Management Strategy
Scattered Info?
59% of workers spend 11+ hours per week searching for information.
50% are confused about where info is stored.
40% can't find the right people and expertise.
Untrustworthy Data?
When information is found:
41% is insufficient
28% is out of date
38% is inconsistent across teams.This destroys trust in your knowledge base.
Disjointed Tools?
50% of workers experience project delays due to disjointed tools and manual workarounds.
45% struggle with too many disconnected systems.Time slips away in this "grey work".
Unlock Organizational Intelligence
Stop losing 30% of your billable week to the manual data chase. We build the operational plumbing that lets Sustainability Research & Advisory firms scale their expertise without the chaos. Move beyond static archives to Knowledge Operations (KnOps)—the systems-level architecture that turns research into a streamlined production line.
Streamlined Deliverables ✓
Implement a robust information architecture that eliminates the "manual data chase." By putting technical benchmarks and methodology templates at your senior analysts' fingertips, you reduce non-billable hours and accelerate the delivery of high-impact reports and publications.
Verified Technical Intelligence ✓
Identify strategically critical IP and reconcile content across global silos. We ensure your cross-border teams are working from a single, verified source of truth, removing the risk of "process drift" and ensuring every client deliverable meets your firm’s rigorous technical standards.
Scalable Knowledge Engines ✓
Bridge the gap between your experts and your data to design a foundational "Knowledge Backbone." We build the operational plumbing that allows your firm to take on larger, more complex global contracts without an exponential increase in manual labor or headcount.
Fractional Flexibility
Shift up and down the levels of engagement as your need for support fluctuates at different times of the year and at different points in the budget cycle. This retainer based structure provides consistent coverage while ensuring alignment with your needs.
The Advisor: Low-level access for quick advice and light coaching (e.g., a weekly meeting). We offer guidance while your team executes.
The Co-Pilot: Between light advisory and full hands-on execution. Tasks are split between your team and us.
The Facilitator: Full execution and engagement. We take care of your KM while your team focuses on the mission.
Project Support: Temporary, ad-hoc support with a defined scope and timeline.
Use case
Protect Institutional Assets
Stop your firm’s most valuable intellectual property from walking out the door. When senior analysts or researchers move on, they take years of "tribal knowledge" and informal methodologies with them unless a robust system is in place. I specialize in converting tacit expertise into permanent engines for growth, like the standardized framework that unlocked a 70% increase in outcome achievement for a multi-location organization. By codifying "Success Paths" and pedagogical pivot points, I ensure your vital process knowledge remains a durable institutional asset long after personnel transitions. Protect your expertise with a turnover-resilient framework.
Use case
Architect Your AI Foundation
For AI to scale your firm’s output, the underlying data architecture must be structured and free of ROT (redundant, obsolete, trivial data). High-stakes technical advising requires precision; AI can only deliver that if it is fed a high-quality "Knowledge Backbone". I apply the same systems-level rigor used to codify UNCTAD’s global diagnostic standards to audit and organize your firm’s data. By designing a bespoke information architecture and establishing governance protocols, I ensure your AI ROI isn’t lost to "garbage in, garbage out". Secure a scalable engine for your expertise that turns raw data into a durable institutional asset.
Use case
Global Synthesis & Scaling
When technical workflows are ad-hoc, expert teams work in silos, leading to "process drift" and fragmented deliverables. Leveraging experience from UNCTAD, I build "Knowledge Backbones" that standardize reporting across multi-country and multi-lingual teams. By codifying a repeatable methodology and a clear division of labor, I transform inconsistent one-off projects into a turnkey institutional operation. Bringing in a fractional KnOps Lead ensures data consistency and a unified strategic voice across global functions for less than a full-time hire. Your firm’s collective intelligence stays streamlined, scalable, and ready for high-stakes delivery.
About Me
Berklee Morganto
My passion is turning organizational chaos into clarity. Leveraging 8+ years of experience — from managing 40+ individualized student programs to codifying global reporting standards for the UN — I help technical firms eliminate manual bottlenecks and reclaim their profit margins. As a Fractional KnOps Lead, I blend a people-centric approach with high-level systems architecture to keep your team squarely focused on your mission.
Current & Past Clients
Testimonials
Featured Case Study - Sustainability Sector
Qualitative Capture & Human Narrative
CFF is an initiative that facilitates access to finance for climate change mitigation and resilience projects in cities. I interviewed key stakeholders in 12 cities to capture human stories and synthesize vital tacit information into 14 impact briefs for donors and development professionals.
Contact
Get In Touch
Ready to unlock your organization’s potential? Schedule a call!
Have questions? Send me a message!
The Fractional Retainer
The long-term engine for your firm’s growth. For firms hitting the "Knowledge Ceiling" who need more than a one-off audit. I join your team as a systems-level strategist to implement the NPCGA frameworks, manage cross-border silos, and oversee your technical knowledge architecture on a recurring monthly basis.
Continuous Efficiency: Real-time optimization of your report production lines.
Multi-Lingual Coordination: Managing the synthesis of EN/FR/ES deliverables.
C-Suite Advisory: Systems-level guidance without the full-time executive cost.
The Risk & Opportunity Analysis
Growth is a double-edged sword: the bigger your team, the easier it is to lose sight of the "why" and "how" behind your impact. This analysis identifies the high-value technical IP that drives your billable output. Over a two-week collaborative process, we map the 'critical knowledge areas' that must be codified to ensure project continuity and methodology consistency across global teams. You’ll walk away with a clear roadmap for growth and the internal capability to update your map as your strategy shifts.
High-Value IP Mapping: Identify the critical technical methodologies and subject matter expertise that drive your billable output to ensure they are protected and replicable.
Operational Alignment: A collaborative audit that identifies "process drift" across global teams, upskilling your leadership on how to maintain methodology consistency as you scale.
Technical Scaling Roadmap: Receive a detailed strategic proposal for eliminating manual bottlenecks or architecting your data foundation for high-accuracy AI integration.
The AI Readiness Audit
AI is only as powerful as the information it’s fed. High-stakes technical advising requires 100% accuracy. We audit your data foundation to ensure your AI tools aren't surfacing obsolete methodology or 'hallucinating' on redundant files. Turn your messy archives into a high-functioning technical asset. In 2–3 weeks, I identify the gaps in your information architecture and build a roadmap to transform your messy files into a high-functioning asset that AI can actually use.
Content Governance & Integrity: A rigorous audit of your technical IP to establish clear ownership and update cycles, ensuring your AI draws from the most current and authoritative methodologies.
Architecture & Taxonomy Design: A specialized report identifying structural gaps in your current systems with a preliminary taxonomy designed to categorize complex data for high-accuracy AI retrieval.
Strategic ROT Elimination: Minimize technical risk by identifying and purging Redundant, Obsolete, and Trivial data—the "digital clutter" that triggers hallucinations and compromises report precision.
The Report Lifecycle
Your organization's value comes across in the critical insights you surface. As your organization grows, don't let these insights get trapped in silos. We map the journey from raw data collection to final technical publication. By identifying where information hits a dead end, we eliminate the manual 'grey work' that slows down your experts. You’ll receive a visual map of your organization's "nervous system," highlighting risks for knowledge loss and specific opportunities to use AI to keep information moving seamlessly across borders and functions.
Workflow Pipeline Mapping: Gain a high-level visualization of your end-to-end production cycle—from raw research to final publication—to identify the "grey work" and bottlenecks stalling your senior analysts.
Leakage & Silo Identification: Pinpoint specific "dead ends" where technical IP is lost between global functions or multi-lingual teams, with professional strategies to close loops and protect billable hours.
Operational Automation: Receive a strategic roadmap for leveraging AI to automate the flow of technical data, transforming your report lifecycle into a seamless, high-velocity engine for global delivery.
The Continuity Toolkit
In tight-knit teams, critical context—the "why" behind a success or the nuance of a client relationship—often lives only in people’s heads. Without a plan, turnover leads to a frantic scramble where only the bare technical tasks get saved, leaving your knowledge assets vulnerable. This toolkit provides the frameworks I use to capture technical methodologies and stakeholder nuance before a lead researcher departs. Move from a 'frantic scramble' to a codified institutional handover.
Codified Handover Frameworks: Transition from "scrambling" to a systemized transfer of technical IP, ensuring that specialized methodologies remain within the firm after a researcher departs.
Institutional Memory Playbook: Step-by-step references for both a comprehensive 6-week deep-capture process and a high-velocity 2-week "essentials" approach for urgent transitions.
Technical Elicitation Templates: Expert-designed frameworks used to extract the tacit knowledge, stakeholder nuances, and strategic "whys" that standard offboarding documentation often misses.
$300
Master the art of the handover.