moving forward: the application of information governance

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Jim Merrifield, FileTrail, Inc. Moving Forward: The Application of Information Governance

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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 started

TRANSCRIPT

Page 1: Moving Forward: The Application of Information Governance

Jim Merrifield, FileTrail, Inc. Moving

Forward: The Application of Information Governance

Page 2: 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

Page 3: Moving Forward: The Application of Information Governance
Page 4: Moving Forward: The Application of Information Governance
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Sell to C-Suite

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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

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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”

Page 9: Moving Forward: The Application of Information Governance

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

Page 10: Moving Forward: The Application of Information Governance

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

Page 11: Moving Forward: The Application of Information Governance

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

Page 12: Moving Forward: The Application of Information Governance

“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

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RESULTS

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Orgs Apply IG

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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

Page 17: Moving Forward: The Application of Information Governance

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

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8 Tips to get started

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Map Out Your Plan

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Evolving Process

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Understand Business Needs & Goals

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Don’t Make Life Harder

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Go For Quick Wins

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KPMG, LLP

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Appoint CIGO/IG Steering Committee

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Shatter Information Silos

Records

ITLegal

Privacy

Business

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Have A Plan B

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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

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@[email protected]

Jim Merrifield, IGP, CIP

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September 28 – 30, 2015