@JKevinParkerwww.JKevinParker.com

Kevin Parker, CIP

Recognized industry expert in information architecture, information management, and information technology. Consultant with NEOSTEK helping organizations put their information to work.

“15% have IG policies but they do not drive decisions.”

“29% have no IG policies.”

Most projects fail to align strategy, architecture, and

governance.

Source: “Information Management - State of the Industry 2016” (AIIM Market Intelligence Report)

Strategy, Architecture, & Governance are the real requirements.

Strategy: What are we trying to accomplish? What are the Critical Success Factors?

Architecture: How do we organize and structure things to support the strategy?

Governance: How do we get people to use it in the ways we intend?

Strategy, Architecture, Governance & Technology

Architecture is what connects everything together, while Governance and Technology work as supports.

Always start with Strategy. Then do Architecture.

Governance and Technology support the Strategy and Architecture.

Architecture

Governance Technology

Strategy

Most important actions:• Removing roadblocks• Helping the project team

understand the alignment to the organization’s strategy

• Championing the project or program

• Adding resources when appropriate

• Acting quickly to resolve issues

Source: ”Executive Sponsor Engagement: Top Driver of Project and Program Success” (PMI Report, October 2014)

0%

10%

20%

30%

40%

50%

60%

70%

80%

Met Goals/Intent On Time Within Budget Scope Creep

Taking the 5 most important actions leads to better outcomes.

All 5 Actions = Always/Often

None of the 5 Actions Taken Always/Often

Recruit an Executive Champion.

Executive sponsorship and leadership is essential for success.Clearly communicate the business benefits.Keep your champion informed and engaged.Channel project and program communications through your executive champion when appropriate.

Build your project & program team.

The type of team depends on your organization and the program funding. You may have:• A centralized team• A decentralized team• A team of one (you)

Recruit cross-department partners.

Recruit advocates and partners from each line of business.Seek to win over those who may otherwise be the most vocal opponents of change.Discover pain points and opportunities for improving information and processes.Do not make any promises at this point!

Source: “Managing Content Beyond the Corporate Walls: Working in the Cloud” (2016 AIIM & ASG Technologies White Paper)

14%

11%

64%

11%

Moving to hosted private cloud

Moving to internal cloud platform

Moving to hybrid cloud

Not moving to cloud or not sure

Clearly delineate between IM as a business service and the platform as an IT service.

IM Solution PlatformOn-Prem IT Services

IM Solution PlatformCloud IT Services

Information ManagementBusiness Services

Benefits of IT Partnership…

Keeps IT focused on providing services.Keeps the management of information as an asset with the business.Helps to eliminate competition and mistrust.Reduces motivations for shadow IT.Prepares the way for moving to the cloud.

“These results provide definitive evidence for the value of process maturity and achieving the right

mix of agile and waterfall methods in developing business

critical applications.”

Source: “The CRASH Report - 2014” (CAST Research on Application Software Health)

The 5 Phases of MIKE2.0

Improved Governance and Operating Model

Strategic Program Blueprint is done once

Phase 1Business

Assessment

Phase 2Technology Assessment

Phase 3Roadmap & Foundation Activities

Phase 4Design

Phase 5Development

Phase 5Test

Phase 5Improve

Increment 1Increment 2

Increment 3

Begin nextincrement

Phases 3, 4, 5 repeat in increments

“More than two-fifths (42%) agreed that their problems were ‘people’ issues: such as slow user adoption; inadequate attention paid to change management and training; and, difficulties in

aligning the organizational culture with new ways of

working.”—Forrester

Source: “Future of CRM: Defining The Critical Success Factors” (Online Survey by Forrester & CustomerThink, June 2013)

30% 35% 40% 45% 50%

Leadership

Change management

User adoption

Culture

"Which of the following people problems did you encounter during the implementation of your CRM

initiative?"

User Adoption in ContextSt

rate

gy What are we trying to do? What are the CriticalSuccess Factors?

Arc

hite

ctur

e How do we organize and structure things?

Gov

erna

nce How do

we get people to use it in the ways we intend? Im

plem

enta

tion How do

we build it out and get users started?

Ope

rati

on How do we support users and drive adoption?

Security, Privacy, Management, Business Continuity, Retention, Compliance, Etc.

User Adoption

Usefulness, Usability & User AdoptionGoal Requirement

Make it useful Good architectureMake it usable Good design

Get it used User adoption plan:• Communication• Learning resources• Support

Start with information strategy, architecture, and governance.Recruit an executive champion and cross-departmental partners.Partner with your IT organization.Plan for continuous implementation and improvement.Plan for user adoption.

@JKevinParkerwww.JKevinParker.com

Kevin Parker, CIP

Recognized industry expert in information architecture, information management, and information technology. Consultant with NEOSTEK helping organizations put their information to work.