This document provides tips for implementing an information governance program. It begins by advising how to engage executive leadership by translating information governance concepts into business terms that appeal to C-level executives like reducing costs, increasing revenue and managing risk. It then gives examples of how two organizations successfully applied information governance by partnering with existing committees and integrating governance solutions. The document concludes by listing eight tips for getting an information governance program started, such as mapping out a plan, focusing on quick wins, and appointing an information governance steering committee.

1. Jim Merrifield,
FileTrail, Inc.
Moving Forward:
The Application of
Information
Governance

2. Agenda
 Develop skills to sell IG to C-Level
 Gain insight from organizations who are applying IG
 Receive practical tips to get started

6. Sell to
C-Suite

7. Engage C-Level

8. Phrases C’s like
 “Improve our customer satisfaction”
 “Increase our market share”
 “Decrease our operating expenses”
 “Increase our revenue”
 “Beat the competition or at least
keep pace”
 “Shorten our time to market”
 “Reduce turn-over”

9. Translation to C-speak
As IG professionals,
we like to say…
What C’s would rather
hear
Primary business driver
“We’ve been allowing
employees store information
w/o proper restrictions, We
know we can save $$ by
implementing IG”
“We’ve allowed employees
store information in 10
different repositories. By
implementing IG, we will
reduce repositories to 5,
decreasing storage
expenses. We’ll get more for
IT $$ spent.
Decrease Operating
Expenses

10. Translation to C-speak
As IG professionals,
we like to say…
What C’s would rather
hear
Primary business
driver
“IG will help us deliver
the right information to
our clients faster”
“Using modest
projections & looking at
case studies from other
companies IG success,
we feel IG will result in
closing $____ in
additional sales next
quarter.”
Increase Revenue

11. Translation to C-speak
As IG professionals,
we like to say…
What C’s would rather
hear
Primary business driver
“IG will reduce risk” “IG will ensure
compliance with these
current legislations____”
(then list relevant ones)
Reduce Risk and
Safeguard Reputation

12.  “Encourages ALL private and public sector organizations to develop,
implement and maintain an appropriate cybersecurity program that
complies with applicable ethical and legal obligations and is tailored
to the nature and scope of the organization and the data and
systems to be protected.” – ABA Res. 109 Amend 8/2014
 “Cybersecurity has moved beyond the realm of technical personnel;
the maintenance of a security program, including the components
stressed in this resolution, is a responsibility that all senior executives,
business owners, attorneys, general counsels, compliance officers,
and government officials should embrace.” – ABA task force

15. Orgs
Apply IG

16. Global Architecture Firm
Business Situation
 Firm needed an effective way
to catalogue information
stored on its intranet to
improve accessibility
Solution
 Integrated solution using concept
Classifier and SharePoint 2010 to
maximize the effectiveness of
taxonomies, producing an enhanced
search experience, utilizing metadata
Results
 Search Accuracy
 Result Relevance
 Data confidence
 Time Saving

17. Mid-Size Law Firm
Business Situation
 Records Manager
needed C-Level sponsor
and form IG committee
for new program
Solution
 Partnered with existing
committee that was already
successful and working
Results
IG program is off the ground

18. 8 Tips to
get
started

19. Map Out
Your Plan

20. Evolving
Process

21. Understand
Business
Needs &
Goals

22. Don’t
Make Life
Harder

23. 300000
250000
200000
150000
100000
Go For
Quick Wins 0
50000
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Count
Extension
KPMG, LLP

24. Appoint
CIGO/IG
Steering
Committee

25. Shatter
Information
Silos

26. Have A
Plan B

28. 8 TIPS
 Map Our Your Plan
 Evolving Process – Baby Steps
 Understand Business Needs &
Goals
 Don’t Make Life Harder
 Go For Quick Wins
 Appoint CIGO/IG Steering
Committee
 Shatter Information Silos
 Have a Plan B

29. Jim Merrifield, IGP, CIP
@jimerrifield
Jmerrifield@filetrail.com
www.filetrail.com

30. September 28 – 30, 2015