moving forward: the application of information governance
DESCRIPTION
The term “Information Governance” (IG) is probably the hottest topic in our industry today. It has been written about thousands of times, presented at events hundreds of times and defined at least a half dozen times. By now, we all understand what it is and why it’s important. Now is the time to stop talking about it and start applying it in our organizations. If we don’t, we are just wasting our time. In this session, attendee’s will Develop skills to sell IG to C-Level Gain insight from organizations who are applying IG Receive practical tips to get startedTRANSCRIPT
Jim Merrifield, FileTrail, Inc. Moving
Forward: The Application of Information Governance
AgendaDevelop skills to sell IG to C-Level
Gain insight from organizations who are applying IG
Receive practical tips to get started
Sell to C-Suite
Engage C-Level
Know How You Create Value
Possess Business Acumen To See Through Their EyesProve You Will Own The Outcome
Own The Next Steps
Phrases C’s like “Improve our customer satisfaction”
“Increase our market share”
“Decrease our operating expenses”
“Increase our revenue”
“Beat the competition or at least keep pace”
“Shorten our time to market”
“Reduce turn-over”
Translation to C-speakAs IG professionals, we like to say…
What C’s would rather hear
Primary business driver
“We’ve been allowing employees store information w/o proper restrictions, We know we can save $$ by implementing IG”
“We’ve allowed employees store information in 10 different repositories. By implementing IG, we will reduce repositories to 5, decreasing storage expenses. We’ll get more for IT $$ spent.
Decrease Operating Expenses
Translation to C-speakAs IG professionals, we like to say…
What C’s would rather hear
Primary business driver
“IG will help us deliver the right information to our clients faster”
“Using modest projections & looking at case studies from other companies IG success, we feel IG will result in closing $____ in additional sales next quarter.”
Increase Revenue
Translation to C-speakAs IG professionals, we like to say…
What C’s would rather hear
Primary business driver
“IG will reduce risk” “IG will ensure compliance with these current legislations____” (then list relevant ones)
Reduce Risk and Safeguard Reputation
“Encourages ALL private and public sector organizations to develop, implement and maintain an appropriate cybersecurity program that complies with applicable ethical and legal obligations and is tailored to the nature and scope of the organization and the data and systems to be protected.” – ABA Res. 109 Amend 8/2014
“Cybersecurity has moved beyond the realm of technical personnel; the maintenance of a security program, including the components stressed in this resolution, is a responsibility that all senior executives, business owners, attorneys, general counsels, compliance officers, and government officials should embrace.” – ABA task force
RESULTS
Orgs Apply IG
Global Architecture FirmBusiness Situation
Firm needed an effective way to catalogue information stored on its intranet to improve accessibility
Solution
Integrated solution using concept Classifier and SharePoint 2010 to maximize the effectiveness of taxonomies, producing an enhanced search experience, utilizing metadata
Results Search Accuracy Result Relevance Data confidence Time Saving
Mid-Size Law Firm Business Situation
Records Manager needed C-Level sponsor and form IG committee for new program
Solution
Partnered with existing committee that was already successful and working
Results
IG program is off the ground
8 Tips to get started
Map Out Your Plan
Evolving Process
Understand Business Needs & Goals
Don’t Make Life Harder
Go For Quick Wins
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Extension
Co
un
t
KPMG, LLP
Appoint CIGO/IG Steering Committee
Shatter Information Silos
Records
ITLegal
Privacy
Business
Have A Plan B
8 TIPS Map Our Your Plan
Evolving Process – Baby Steps
Understand Business Needs & Goals
Don’t Make Life Harder
Go For Quick Wins
Appoint CIGO/IG Steering Committee
Shatter Information Silos
Have a Plan B
Jim Merrifield, IGP, CIP
September 28 – 30, 2015