Transcript here - ARMA Boston

THE ARCHITECT
OF YOU
How To Build Yourself Into The Information
Governance Champion Your Organization
Needs
ESSENTIAL SKILLS & BEHAVIORS OF THE
IG PRO
▪ Strategic Thinking -What's the Plan?
▪ Communication - What's the Message?
▪ Socialization - Who do we Need?
▪ Change Agent - How do we Change Behavior?
▪ Topography - Where is our Information?
▪ Linguistics - Can we speak IT/Legal/Business?
▪ Tailoring - What are the Metrics and how do we Adjust/Adapt?
STRATEGIC THINKING
▪ Define Your Program Vision and
Goals
▪ Assess Where You Are
▪ Build A Map to Achieve the
Vision
COMMUNICATION
▪ Identify the Audiences
▪ Develop Level Appropriate
Messages
▪ Plan the Cadence
▪ Create Feedback Loops
▪ Commit to Dates for
Communicating
SOCIALIZATION
▪ Hone Your Elevator Pitch
▪ Keys to Buy-In are
Different for Different
Stakeholder Groups
•
Lowered cost for
eDiscovery, less risk of
over-producing, faster
Early Case Assessment
•
Understand where
your PII lives, take
steps to reduce risk
Lowered cost for file
share storage by
remediating unneeded
documents
•
Apply retention
schedule to electronic
records, comply with
published policies
▪ Stay on Your Message
▪ Refine What Doesn’t
Work, Repeat What
Does
•
CHANGE AGENT
▪ “Voice of the Customer”
workshops give critical insight
into problem opportunities
▪ Quickest way to effect desired
change is to get people to
realize they want the change
▪ “Tell ‘em what they told you” –
Use their language in your
program communication to
speed buy in
Technical Operations
Corporate Communication
Findability
Findability
Significant time wasted
Finding documents & connecting
people, using collaborative tools ,
is critical to key objectives
• Content in multiple places, no
clear referential source library
• Content must be duplicated
across many system to
support cross-system
workflow
• Content is scattered all over the
company in many sources
Capture
• No enterprise taxonomy or
search to reduce time wasted
Too much paper and inefficiency
• Intelligent capture and digital
signature must be expanded
Collaboration
Unable to collaborate externally
• Using hosted solution to share,
but risks incurred if changes
made and are not propagated
• Secure, externally facing
portals, integrated with central
repository critically needed
Platform Concerns
Inefficiencies stem from platform
• Poor performance globally
• Limited interaction between
systems makes searching hard
Content personalization stymied;
reduced confidence in decisions
• Inaccuracies in people data
• Content deemed from an
authorized source but contains
misinformation, necessitates
damage control & remediation
Collaboration
Efficiencies to be gained from:
• Improved internal and external
document/content collaboration
• access to content with mobility
• external access to the intranet
TOPOGRAPHY
▪ Understand where your
content lives
▪ Understand the IG
capabilities of the
content repository
▪ Work with your IT &
Business partners to
plan to migrate or
remediate content from
repositories without
Governance
LINGUISTICS
▪ Do you speak the same language
as Legal, IT, the Business? Your
Executive Sponsors?
▪ Translate your program
messaging into the “language” of
your stakeholders
▪ Enables deeper relationships in
your organization
TAILORING
▪ Messages do not resonate
with every audience
▪ “Measure twice, tell them
repeatedly”
▪ Incorporate feedback from
Communication Plan into
revised messaging, audience
and cadence
WRAP IT UP, SCOTT
IG Champions ▪ Think Strategically on Solving IG
Challenges for the Enterprise
▪ Understand Stakeholder Drivers
& Concerns
▪ Message Appropriately to All
Audiences
▪ Know Where The Information Is
& What the Technological
Capabilities Are
▪ Enable the “Right” Info Gov
Behaviors in the Org
▪ Tailor and Refine the Program
SCOTT MCVEIGH
INFORMATION GOVERNANCE &
COMPLIANCE PRACTICE LEAD
[email protected]
(609) 332-6473