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
8. 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”
9. Translation to C-speak
As 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
10. Translation to C-speak
As 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
11. Translation to C-speak
As 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
12. “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
16. Global Architecture Firm
Business 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
17. 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
28. 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
29. Jim Merrifield, IGP, CIP
@jimerrifield
Jmerrifield@filetrail.com
www.filetrail.com
1- they are short on time – get to the point – have some understanding of what you can do for them
2 – you may not be the subject matter expert when it comes to their business but – be willing to quickly comprehend the big moving parts
3 – This is what they want from you,
4 – all you want is permission to proceed – see the project through
Like learning another language – unfortunately there is no rosetta stone for C-level
Need enforcement mechanism
Whoops how did that get in there? That’s a privacy issue
Majority 6 months to get IG started
23 offices worldwide
Doesn’t matter the size, we all face the same issues.
Close eyes and imagine your favorite vacation spot..now plan how your getting there..flight, hotel, what your going to do etc. Picture you are there. That’s the key..It needs to be real to you.
Baby Steps - Example of Gym and working out
Have consistent understanding of needs to achieve business goals
Don’t make life harder – (1) Attys need to save email to DM (2) – If you do we they will find a work around
EXAMPLE OF A CHILD – HOW MANY HAVE CHILDREN -
Identify Pain Points and go for quick wins – duplicate data – photos – ex. downloads.
Example of Football Team Team – Quick Score
Appoint CIGO and IG Steering Committee – or use an existing one.
Takes team work – when one suffers the other does as well.
That why we are in an information mess today – because everyone works in silos.
It’s not going to work the first time.
Conductor in a chorus. - Whose going to be the CIGO