[AIIM16] Success through Pragmatism: Moving from Hell to Purgatory Is a Win.

Success Through Pragma/sm

Moving from Hell to Purgatory is a Win

Star/ng in Hell

Pathway from Hell To Informa/on Governance

Program Ini/ated

Records Management

Records & Content Management

Records, ECM & E-‐Discovery

Informa/on Governance

Program Expansion

No Program

Checkpoints


Program Ini/ated

Records Management




Program Expansion

No Program

IG Ini/ated Enterprise Projects

Mini Checkpoints


Program Ini/ated

Records Management




Program Expansion

No Program


Department Projects/Ini/a/ves

Build a Walkway


Program Ini/ated

Records Management




Program Expansion

No Program


Department Projects/Ini/a/ves

Project Stakeholder

Build a Walkway

Progress Routes


Direct Control

Consultant

Partner Project Stakeholder

Project Owner

Simple, Repeatable Process

Idea Design

Sell Execute

Direct Control Route


Direct Control

Consultant


Project Owner

Direct Control Example

• No/fy Direct Management

• Finalize and Approve

• DraR ac/onable policies

• Develop Forward Thinking Policies

Idea Design

Sell Execute

Enterprise Policy Development

Consultant Route


Direct Control

Consultant


Project Owner

Consultant Example

• Nego/ate with stakeholders • Submit solu/on requirements

• Verify solu/ons match requirements • Track lessons for future implementa/ons

• Develop intake process • Evaluate future state solu/ons

•  Ensure IG principles and requirements are included in future state

Idea Design

Sell Execute

Claim System Future State

Partner Route


Direct Control

Consultant


Project Owner

Partner Example

• Pilot • Measure • Present to Management

• Communicate • Rollout • Maintain

•  Develop solu/on by partnering with CS • Include Users (Tagapalooza)

• Address Customer Service informa/on search gap • Inconsistent external messaging

Idea Design

Sell Execute

Customer Service Search

Project Stakeholder Route


Direct Control

Consultant


Project Owner

Project Stakeholder Example

• Offer to own O365 governance • Remove tasks from exis/ng team

• Own, document, test and communicate governance configura/on

• DraR requirements • Evaluate O365 func/onality • Evaluate connectors

•  IGO should own governance in O365 • IGO tools need to integrate into O365

Idea Design

Sell Execute

Office365 Migra/on

Project Owner Route


Direct Control

Consultant


Project Owner

Project Owner Example

• Defend as mandate • Expected li/ga/on requirements

• Lead and Implement Project • Show immediate ROI through ingenuity

• Tailor message to Enterprise priori/es • Submit as mandate

•  Effec/vely governing unstructured informa/on requires tools

Idea Design

Sell Execute

Informa/on Governance & E-‐Discovery Tools

Purgatory, It’s Alright

•  Ma` McClelland Manager, Informa/on Governance Office at Blue Cross Blue Shield of North Carolina Phone: (919) 765-‐2794 Email: ma`[email protected] LinkedIn: h`ps://www.linkedin.com/in/ma`mcclelland4

[AIIM16] Success through Pragmatism: Moving from Hell to Purgatory Is a Win.

Technology

Transcript of [AIIM16] Success through Pragmatism: Moving from Hell to Purgatory Is a Win.