Most organizations have some semblance of information governance in place today, but it is often scattered across team and divisional boundaries, with no centralized authority or enforcement. The goal of this session is to provide attendees with a roadmap for decision rights and permissions, and a framework for management of roles and policies around content creation, site provisioning, storage optimization, archiving, retention and deletion.

1. 10 STEPS TOWARD INFORMATION
GOVERNANCE NIRVANA
Christian Buckley
Chief Evangelist @Metalogix
#InfoGovCon

2. Christian Buckley
Chief Evangelist & SharePoint MVP
Metalogix
cbuck@metalogix.com
www.buckleyplanet.com
@buckleyplanet

3. oHow important is governance in
your organization/company today?
oDo you know who has access to what information?
oDo you treat your financial or legal records the
same as other content?
oDo you know who has accessed this information?
oAre you subject to compliance regulations?
#InfoGovCon

4. oIf there was a security breach,
who would be held responsible?
oDo you regularly run audits on usage, security,
content, or permissions?
oWhat reports are available to your management
team and front line managers?
oAre you regularly auditing your systems?
oWhat does your change management process
look like today?
#InfoGovCon

6. • Fractured policies and procedures
• Questions about policy authority/ownership
• No clear path for enforcement

7. What does
governance
look like in your
organization?

11. GOVERNANCE IS ABOUT
TAKING ACTION TO HELP
YOUR TEAM ORGANIZE,
OPTIMIZE, AND MANAGE
YOUR SYSTEMS AND
RESOURCES.

12. From a practical standpoint,
governance means:
• Logins work
• Data is secure
• System performs well
• Metadata applied
• End users can quickly find their content
• Storage is optimized
• Content lifecycles in place, regularly reviewed
• Legal and regulatory requirements being met

13. What is driving this
change in your
organization?

16. Don’t just slap
some lipstick
on a pig

17. GOVERNANCE
Business
Need Service
Governance is the set of
policies, roles, responsibilities,
and processes that guide,
direct, and control how an
organization's business divisions
and IT teams cooperate to
achieve business goals.

18. Business
Need Service

19. GATHERING REQUIREMENTS IS “SIMPLE”
Requirements
Business Goals
Initiatives
Workloads
BU
Initiatives
Workloads
BU
Laws and
Regulations
Organizational
Constraints
System
Limitations
The Foreign
Account Tax
Compliance Act
PCI Compliance
eDiscovery rules
Dashboards and
reporting
Auditing
Change
Management
Threshholds
Geographies
Performance
Features

20. And then there’s
the issue of end user
education…

22. Develop an
information
governance
framework

23. 1. CLEARLY DEFINE YOUR BUSINESS GOALS

24. 2. UNDERSTAND THE
TARGET WORKLOADS

25. 3. BE CLEAR ON THE LAWS
AND REGULATIONS

26. 4. UNDERSTAND YOUR
ORGANIZATIONAL CONSTRAINTS
• x

27. 5. KNOW YOUR SYSTEM LIMITATIONS

28. 6. DEFINE YOUR
ROLES AND
RESPONSIBILITIES

29. 7. BUILD OUT MANAGEMENT
TOOLS AND PROCESSES

30. 8. AUTOMATE

31. 9. ESTABLISH MONITORING AND
CHANGE MANAGEMENT

32. 10. HAVE A COMMUNICATION STRATEGY

33. THREE COMPONENTS TO YOUR STRATEGY:
People Process Technology

34. BEST PRACTICES
• Make governance a priority
• Look at your systems holistically (a business
view), regardless of where the servers sit
• Clarify and document your permissions,
information architecture, templates, content
types, taxonomy -- and ownership of each
• Define what policies, procedures, and metrics
are needed to manage your environment, and
then look at what is possible across your various
tools and platforms

35. ASK YOURSELF:
•
•
•
•
•
•
•

36. Thank you!
cbuck@metalogix.com
www.buckleyplanet.com
@buckleyplanet