Information Management Strategy 2011

IT Governance Africa 2011 y - eg at al tr ci t S an en Fin em o r a g y) f s a n nl o n M t o ti tion (no titu a e Ins rm uid fo G In A 1Dienstag, 22. November 11

CONTENT 1 1 2 0 • Motivation ri ch • Challenges Z ü g , • Terms & Glossary lt in su n Strategic Management • Information Management o & C • Model b er ha ild • Further developments W © 2 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

BACKGROUND 1 1 2 0 • In 2009, a group of experts from severalhfinancial institutions r decided to write a guide about the topicic of „Strategic Z ü Information Management“ , g t in • The group‘s chairman was Dr. lBruno Wildhaber, who nsu o delivered the necessary structure and expert support C • In 2011; the guide was b erpublished in Switzerland, supported by the following dh a financial institutions: il W © 3 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

DATA CHAOS: IMPLICATIONS 1 1 2 0 ri ch Z ü g , lt in nsu C o b er ha i ld W © Quelle: AIIM Whitepaper 2011: Capitalizing on Content: A Compelling ROI for Change 4 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

MOTIVATION 1 1 • 2 0 Data deluge is a fact: The amount of data stored explode, however, the deletion of data is hardly possible because oversight is lacking. ch ri increases with cloud computing • Z ü Data stovepipes contaminate your information quality: This g , in • Where is my data kept? Basically, this is used to be one of the most important controls lt around data privacy and data governance - and today? • nsu and unreliable, because of the The search for information becomes expensive C o stovepipes and the unknown storage locations. • b er Compliance requirements cannot be met: The organisation loses control and is forced into unknown risk positions. ha • ild Employees, customers and stakeholders don‘t trust our information base „Google is better“ W • Discovery“. © Cost will explode because of the expensive search and data retrieval operations, e.g. „e- 5 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

GOALS 1 1 2 0 • Combine Strategic Managementch üri Z with the worlds of Information , ng lti su • Build management awareness n C o er around theaproduction factor b h ild information. W © 6 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

INFORMATION 1 0 1 & 2 ri ch Z ü MANAGEMENT g , lt in nsu C o = b er ha INFORMATION MANAGEMENT i ld W © 7 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

WHAT IS MANAGEMENT? 1 1 agressive Performance 2 0 ri ch Z ü Cost driven g , Bottom line oriented lt in nsu Cost C o Value b er ha i ld Compliance driven Assurance driven W © defensive Conformance 8 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

STRATEGIC MANAGEMENT DELIVERED How are we initiating our 1 1 How are we positioning the SM? 2 0 company against our stakeholders? ch How are strategic How do companies position ri Initiatives initiated? themselves against its ü stakeholders? Initiation , Z Positioning ing ult n s Performance ReflexionSM C o Measurement b er h aChange Value add ild How are strategic initiatives How do companies organise their value add? W implemented? © How are we going to Formation change the company? How are we going to add value? Source: Müller-Stewens/Lechner (edited) 9 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

THE WORLD OF INFORMATION (IM) 1 1 2 0 ch Knowledge üri Knowledge Management , Z Information ing Information Management lt su Records Management o n Electronic Content Management C er Data b Document Management ha ild Archiving W © 10 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

THE INFORMATION HIGHWAY 1 1 2 0 Data Management Layer Capture ri ch Store Access Z ü Capture g , Store lt in internal su n Data external Workflow structure o C Highway unstructured Classify Search Deliver er manual automatic a b h ild Delete Generate Archive W © Security / Quality Management Layer 11 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

HOW TO BUILD THE IM - STRATEGY 1 1 Pre Phase: 1st cut analysis 2 0 ri ch ü 1. 2. 3. Vision & Orientation , Z Analysis Strategy ‣ ing Stakeholder ‣ lt Vision ‣ ‣ Market Describe strategic options ‣ Model ‣ su ‣ Processes Draft positioning ‣ n Strategic Positioning ‣ ‣ Data storage Identify initiatives ‣ ‣ Budget ‣ C o Stakeholder Awareness ‣ ‣ Success Factors Define goals er Challenges a b h ild 4. 5. Blueprint & Roadmap Implementation & Change Management ‣ W ‣ Products Product Management ‣ ‣ © ‣ Technology ‣ Investments Marketing Project Plan ‣Organisation ‣Build ‣Partners ‣Change Management 12 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

IM -STRATEGY OVERVIEW 1 1 agressive Performance 2 0 ch 3 ! üri Cost driven , Z Bottom line oriented ing lt nsu 1 Cost C o Value b er 4 ha i ld Compliance driven Assurance driven Services W © 2 1⃣ = Electronic Customer File 2⃣ = E-Mail Archive 3⃣ = Harmonization of CRM Systems defensive Conformance 4⃣ = DMS Implementation for core processes 13 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

VALUE OF THE IM-STRATEGY 1 1 2 0 • Management understands the value of information and its impact on the enterprise ri ch strategy ü Z Reduced TCO for information g, • lt in • Easy reuse of information n su C o • Risk reduction b er ha ild • Trust my own organisation to deliver the right, correct and W integer information in time © 14 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

FURTHER DEVELOPMENT 1 1 2 0 • The strategy guide is currently used by the pilot users and developers ri ch ü Z • g , Actually writing an IM-Framework for a large Re-Insurance company lt in • Feedback to be expected Q1u s 2012 o n C er • English version planned Q1 2012 b ha implementation TBD • Further steps, especially ild W © 15 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

THANK YOU! 1 1 2 0 ri ch Z ü POSTFACH 115 g , 8603 SCHWERZENBACH +4144 826 21 21 lt in INFO@WILDHABER.COM su WWW.WILDHABER.COM o n TWITTER: BRWILDHABER C OFFICE: GLATT TOWER, 10. OG er 8301 GLATTZENTRUM a b ld h i W © 16 IT Governance Africa 2011 © Wildhaber Consulting, Zürich 2011Dienstag, 22. November 11

Information Management Strategy 2011

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