Principles of Holistic Information Governance

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Presentation to ARMA Calgary Chapter - May 13, 2013

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Principles of Holistic Information Governance

  1. 1. Principles of Holistic Information Governance Good Governance is Good Business ARMA Calgary Chapter May 13, 2013 Copyright © OpenText Corporation. All rights reserved.
  2. 2. Information governance is about …  Records  Security  Info architecture  Storage  Acceptable use  Etc. GETTING STUFF DONE!!! Copyright © Open Text Corporation. All rights reserved. 2
  3. 3. Principles of Holistic Information Governance (PHIGs) 1. Information is an asset 2. Information has purpose 3. Information has sources & targets 4. Information has deadlines 5. Information has consumers 6. Information carries obligations 7. Information carries risks 8. Information has many forms 9. Information isn’t immortal 10. Information demands accountability 3
  4. 4. Information is an asset Belongs to the org – not the person  Device, location are irrelevant Costs of acquisition, maintenance Value may depreciate over time Residual value 4
  5. 5. Information has purpose Understand what you’re using information for Different orgs can use the same info for different purposes What does your info do?     Cause action Help plan Support decisions Inform / educate / entertain 5
  6. 6. Information has sources & targets Where are you getting your info & where are you sending it?  Internal or external  Social media  Cloud Can you trust the sources? What will the recipient do with it? Copyright © Open Text Corporation. All rights reserved. 6
  7. 7. Information has deadlines  When do you really need it?  Is real-time really necessary?  What do you do when you don’t get it in time? Copyright © Open Text Corporation. All rights reserved. 7
  8. 8. Information has consumers  It’s about more than just security  Who can have or use it?  How do you get it to them?  What can they do with it?  You have to get your product (information) to market Copyright © Open Text Corporation. All rights reserved. 8
  9. 9. Information carries obligations  What are your social, regulatory, compliance obligations  Historical perspective  Multiple jurisdictions  Data sovereignty  Self-imposed / business vs. Statutory  Most stringent wins? Copyright © Open Text Corporation. All rights reserved. 9
  10. 10. Information carries risks  Too much or not enough?  Bad decisions or analysis paralysis?  What if it leaks?  Legal, FOIP/FOIA/ATIP  Risk profile  Probability of occurrence  Impact of occurrence  Litigation frequency  Costs of mitigation vs. Impacts of occurrence  You can’t protect against everything Copyright © Open Text Corporation. All rights reserved. 10
  11. 11. Information has many forms  How are stakeholders interacting with it?  What kinds of devices?  Where are they accessing?  Passive or active interactions?  Do your consumers become contributors? Copyright © Open Text Corporation. All rights reserved. 11
  12. 12. Information isn’t immortal  Most information doesn’t last forever  Get rid of it when you can  Legally defensible destruction is only one aspect  If it still has business value, keep it  De-clutter, become info-efficient Copyright © Open Text Corporation. All rights reserved. 12
  13. 13. Information demands accountability  C-level, single role accountability  Typical CIO focus is infrastructure  ½-step below CEO, ½-step above rest of C-suite  Stakeholder input, 1 person accountable  No room for bias  Balance business objectives against compliance & risk Copyright © Open Text Corporation. All rights reserved. 13
  14. 14. Wrapping it up  Time to switch  Risks -> Benefits  Cost -> Value  Policies -> procedures -> education -> tools  Review & repeat as required  It doesn’t have to be perfect, good enough is good enough  Focus on business first  Balance business benefits against compliance, risk  Approach depends on org type & info type  Information governance is about getting business done Copyright © Open Text Corporation. All rights reserved. 14
  15. 15. Additional Resources The Blog posts that started this  Principles of Holistic Information Governance  Chris Walker, April 2013 (updated broken link 2014-01-19)  Policies First – Holism in Information Governance  Chris Walker, February 2013  Governance Sucks but Doesn’t Have To  Chris Walker, September 2012 20 Information Governance Questions and Answers Webcast ECM Maturity Assessment Copyright © Open Text Corporation. All rights reserved. 15
  16. 16. Thank You Good Governance is Good Business Chris Walker Business Development Manager, Services, Western Canada walkerc@opentext.com +1 780 270 5359 Skype christianpwalker1 Twitter @chris_p_walker Copyright © OpenText Corporation. All rights reserved.

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