Inspired Simply ~ Designs


(Above) **Temporarily removed tags/categories This will work




  • Knowledge Management - Project Leader

  • Database - Open Source Materials (dB Design)

  • Research, Content, Graphics, Publications

  • Intranet (SharePoint) Portal (Design, implementation, taxonomies & metadata)

  • Technical

  • Training (On-site, on-line)

*Due to the proprietary nature of this project, I am unable to include any images or items.


Life Extension Corporation (and Foundation), Plantation (Broward County), Florida.

For over than 34 years, Life Extension® has been at the forefront of medical research for the latest anti-aging research and integrative health therapies while offering superior-quality dietary supplements to consumers.


Health Advisors, Scientific Affairs, Quality Control, Publications, Clinical Research Departments, Product Development, Marketing, and Senior Management (department heads, key administrators). 


Successful Nutraceuticals company with an incoherent asset acquisition and sharing process resulting in:

  • Redundancies - purchase of expensive assets

  • Lack of coherent plan or structure for sharing acquired assets across the corporation (structural and cultural issues)

  • Non-existent central control for purchases and financial record-keeping of assets resulting in hundreds of dollars in cost

  • Incoherent system for accurate reporting of asset acquisition costs

  • No established relationships with publishers or local library consortiums in order to obtain expensive assets at a reduced cost

  • Complete inability to attain, retain, and maintain corporate knowledge assets (Infrastructure, Culture)


Project Plan (Summary)

Planned and implemented the Scientific Affairs Department Portal/Intranet (SharePoint) site within the first thirty days of the project start date.


  • Led meetings with department heads and key administrators (CEO, CFO, CTO)

  • Met (informally) with various department employees in order to establish relationships and to assess their current knowledge and information acquisition practices and their information needs. Interviews were done in private to encourage complete candor.

  • Met with and developed implementation strategies with the I.T. team assigned to this project.

  • Communicated regularly with internal stakeholders throughout the life cycle of the project/projects.

  • Planned the overall process and established specifications for content selection for the Intranet (SharePoint) site.

  • Gathered and evaluated a significant amount of content for the new Intranet site.

  • Developed a document and information codification schema including Key Words, Tagging, and other Metadata for specific product ingredients, substances, and related disease states.

  • Developed a cohesive asset acquisition strategy and policy in collaboration with appropriate accounting staff.

  • Corporate-wide, developed and implemented an asset purchasing policy which would greatly increase the speed of information asset acquisition either by purchasing the item or by directing the requester to the location of the asset within the portal.

Deliverables (Summary)

  • Updated the electronic/digital resources purchasing strategy to a more cost-effective model through a comprehensive cost analysis of scientific databases and resources.

  • Created a comprehensive collection of ‘open source’ or ‘open access’ materials, aggregators, and databases maintained on the SharePoint Portal/intranet site, which significantly lowered monthly costs for article reprints.

  • Successfully negotiated electronic database and journal contracts for the corporation to obtain assets and information resources at greatly reduced costs.

  • Initiated and published weekly "Nutra-News" on the Intranet SharePoint site, a summary/aggregation of clinical articles on products and in support of ongoing research. The document was 'templatized' for future publications.

  • Lead training on the procedures for implementation, access and use of digital resources on the SharePoint Site corporate personnel in two different facilities, over six departments (Health Advisors, Scientific Affairs, Quality Control, Publications, Clinical Research Departments, and upper management).

  • Produced and published all training materials and educational presentations in digital and print formats, stored and maintained them on the SharePoint site.

  • Provided individual assistance via chat or e-mail.

  • Post-launch - conducted informal and ‘formal’ needs assessment surveys on an on-going basis to measure the effectiveness of the portal (SharePoint) site and knowledge/information management solutions already implemented.


  • These strategies eliminated redundancy, wasteful spending and enabled the company to effectively reduce and control costs by > 70%.

  • After training, (formal/informal) there was a significant increase (>60%) in interdepartmental resource sharing (and less ‘hoarding’) particularly of scientific journals articles.

The results of informal post-launch and post-training interviews indicated:

  • A high level of satisfaction with the 'new' system and expressed that the new portal was easy to use.

  • Those who had requested items were extremely satisfied with the amount of time it took to receive the requested resource.

  • No one who was interviewed suggested that they were unable to obtain items or that they didn't obtain them in a timely matter. In fact, they could see they actually had access to a great number of resources (while on the accounting side, they were less expensive to attain).

  • 100% of those interviewed were extremely happy with the "Nutra-News" publication and ability to access it 24/7.

  • A great number of employees, particularly the Scientific Advisors who dealt directly with the public (LifeExtension members) via phone or email, were extremely satisfied with the ability to have rapid access to patient-health information databases and electronic documents as a result of the agreement made with the local medical library consortium.


Knowledge Management - Conference

SLA Annual Conference & Info Expo. Knowledge Management Division, Special Library Association / (June 12-15, 2011). 

Role: Panel Presenter/Contributor

Session: Collaboration Tools and Practices Enabling Knowledge Sharing.

The panel shared experiences about collaboration and technology tools used impact on the organization, and insights for the future.

KMG (Knowledge Management Group) Philadelphia (Online) Meeting (February 9, 2011)

Presented Webinar: "How to Create a Genuine KM Culture".

Karen Estrada