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
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
IG Ini/ated Enterprise Projects
Mini Checkpoints
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
IG Ini/ated Enterprise Projects
Department Projects/Ini/a/ves
Build a Walkway
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
IG Ini/ated Enterprise Projects
Department Projects/Ini/a/ves
Project Stakeholder
Build a Walkway
Progress Routes
Informa/on Governance
Direct Control
Consultant
Partner Project Stakeholder
Project Owner
Simple, Repeatable Process
Idea Design
Sell Execute
Direct Control Route
Informa/on Governance
Direct Control
Consultant
Partner Project Stakeholder
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
Informa/on Governance
Direct Control
Consultant
Partner Project Stakeholder
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
Informa/on Governance
Direct Control
Consultant
Partner Project Stakeholder
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
Informa/on Governance
Direct Control
Consultant
Partner Project Stakeholder
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
Informa/on Governance
Direct Control
Consultant
Partner Project Stakeholder
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