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Got a Taxonomy Emergency? Call the EMT!

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Bram Wessel of Factor and Melinda Geist of Intel discuss how to fix taxonomy emergencies in your organization.

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Got a Taxonomy Emergency? Call the EMT!

  1. 1. @bramwessel @factorfirm factorfirm.com Got a taxonomy emergency?
 Call the E.M.T.
  2. 2. @bramwessel @factorfirm factorfirm.com a taxonomy strategist? So you wanna be
  3. 3. Melinda
  4. 4. @bramwessel @factorfirm factorfirm.com REALITY
  5. 5. @bramwessel @factorfirm factorfirm.com how good is our data? If we want to be 
 data-driven…
  6. 6. @bramwessel @factorfirm factorfirm.com across all our channels? Do we have line of sight
  7. 7. @bramwessel @factorfirm factorfirm.com information
 supply chain? What is our
  8. 8. @bramwessel @factorfirm factorfirm.com up at night? What keeps us
  9. 9. @bramwessel @factorfirm factorfirm.com
  10. 10. @bramwessel @factorfirm factorfirm.com Gary/Bram/Factor
  11. 11. @bramwessel @factorfirm factorfirm.com Gary/Bram/Factor
  12. 12. @bramwessel @factorfirm factorfirm.com Train to Portland
  13. 13. symptoms? What are your
  14. 14. TAXONOMY EMERGENCIES!
  15. 15. @bramwessel @factorfirm factorfirm.com Campaign name game of operator.
  16. 16. @bramwessel @factorfirm factorfirm.com Campaign name game of operator.
  17. 17. #TMW
  18. 18. What is “enterprise level?”
  19. 19. @bramwessel @factorfirm factorfirm.com Break the problem 
 into smaller chunks.
  20. 20. @bramwessel @factorfirm factorfirm.com Break the problem 
 into smaller chunks.
  21. 21. @bramwessel @factorfirm factorfirm.com enterprise taxonomy decision tree
  22. 22. @bramwessel @factorfirm factorfirm.com Taxonomy Topology Form
  23. 23. @bramwessel @factorfirm factorfirm.com Our Taxonomy Topology
  24. 24. Visual of Taxonomy Topology
  25. 25. Visual of Taxonomy Topology
  26. 26. @bramwessel @factorfirm factorfirm.com 19 taxonomies 26 systems
  27. 27. @bramwessel @factorfirm factorfirm.com Have a project charter, so you don’t boil the ocean!
  28. 28. @bramwessel @factorfirm factorfirm.com What will it take to operate at enterprise scale?
  29. 29. @bramwessel @factorfirm factorfirm.com A seat at the table.
  30. 30. @bramwessel @factorfirm factorfirm.com CALL THE EMT!
  31. 31. @bramwessel @factorfirm factorfirm.com Now the REAL work begins
  32. 32. @bramwessel @factorfirm factorfirm.com Cultivate a shared vision of the desired future state.
  33. 33. Assessment. Roadmap.
 Modeling.
  34. 34. ASSESSMENT
  35. 35. ROADMAP
  36. 36. @bramwessel @factorfirm factorfirm.com MODELING
  37. 37. @bramwessel @factorfirm factorfirm.com Our First Question: What is a campaign?
  38. 38. @bramwessel @factorfirm factorfirm.com Campaign Process Model
  39. 39. @bramwessel @factorfirm factorfirm.com Campaign Process Model Workshop
  40. 40. @bramwessel @factorfirm factorfirm.com Campaign Process Model Workshop
  41. 41. @bramwessel @factorfirm factorfirm.com CIM = Campaign Information Model
  42. 42. @bramwessel @factorfirm factorfirm.com CIM Workshop
  43. 43. @bramwessel @factorfirm factorfirm.com ORGANIZATIONAL
 ALIGNMENT
  44. 44. Setting Stakeholder Expectations
  45. 45. @bramwessel @factorfirm factorfirm.com 1. Define Your Terms
  46. 46. @bramwessel @factorfirm factorfirm.com 2. Build Trust
  47. 47. @bramwessel @factorfirm factorfirm.com 3. It’s not a quick fix.
  48. 48. @bramwessel @factorfirm factorfirm.com 3. It’s not a quick fix.
  49. 49. I TAXONOMY
  50. 50. ROADMAP
  51. 51. Roadmap ROADMAP
  52. 52. @bramwessel @factorfirm factorfirm.com Roadmap ROADMAP
  53. 53. Research ROADMAP
  54. 54. Research ROADMAP: RESEARCH
  55. 55. Research ROADMAP: RESEARCH
  56. 56. Research ROADMAP: RESEARCH
  57. 57. Research ROADMAP: RESEARCH
  58. 58. Strategy ROADMAP: STRATEGY
  59. 59. @bramwessel @factorfirm factorfirm.com Strategy ROADMAP: STRATEGY
  60. 60. @bramwessel @factorfirm factorfirm.com Strategy ROADMAP: STRATEGY
  61. 61. @bramwessel @factorfirm factorfirm.com Strategy ROADMAP: STRATEGY
  62. 62. @bramwessel @factorfirm factorfirm.com Modeling ROADMAP: MODELING
  63. 63. @bramwessel @factorfirm factorfirm.com Modeling ROADMAP: MODELING
  64. 64. @bramwessel @factorfirm factorfirm.com Modeling ROADMAP: MODELING
  65. 65. @bramwessel @factorfirm factorfirm.com Taxonomy ROADMAP: TAXONOMY
  66. 66. @bramwessel @factorfirm factorfirm.comROADMAP: TAXONOMY
  67. 67. @bramwessel @factorfirm factorfirm.com Information Infrastructure 
 INFORMATION INFRASTRUCTURE ROADMAP:
  68. 68. @bramwessel @factorfirm factorfirm.com Information Infrastructure 
 INFORMATION INFRASTRUCTURE ROADMAP:
  69. 69. @bramwessel @factorfirm factorfirm.com Information Infrastructure 
 INFORMATION INFRASTRUCTURE ROADMAP:
  70. 70. @bramwessel @factorfirm factorfirm.com Implementation ROADMAP: IMPLEMENTATION
  71. 71. @bramwessel @factorfirm factorfirm.com Implementation ROADMAP: IMPLEMENTATION
  72. 72. @bramwessel @factorfirm factorfirm.com Implementation ROADMAP: IMPLEMENTATION
  73. 73. @bramwessel @factorfirm factorfirm.com Implementation ROADMAP: IMPLEMENTATION
  74. 74. @bramwessel @factorfirm factorfirm.com Onboarding ROADMAP: ONBOARDING
  75. 75. @bramwessel @factorfirm factorfirm.com Onboarding ROADMAP: ONBOARDING
  76. 76. @bramwessel @factorfirm factorfirm.com Onboarding ROADMAP: ONBOARDING
  77. 77. @bramwessel @factorfirm factorfirm.com Onboarding ROADMAP: ONBOARDING
  78. 78. @bramwessel @factorfirm factorfirm.com Measurement ROADMAP: ONBOARDING
  79. 79. @bramwessel @factorfirm factorfirm.com The bottom line.
  80. 80. @bramwessel @factorfirm factorfirm.com An Enterprise Information Model is a core corporate asset.
  81. 81. @bramwessel @factorfirm factorfirm.com Focus on CAPABILITIES.
  82. 82. @bramwessel @factorfirm factorfirm.com SUCCESS FACTORS
  83. 83. ORGANIZATIONAL
 ALIGNMENT
  84. 84. @bramwessel @factorfirm factorfirm.com Organizational Alignment
  85. 85. @bramwessel @factorfirm factorfirm.com Organizational Alignment Questions: What will it take to overcome siloes in your organization? Do you have taxonomy emergencies? What is the awareness within the organization of problems with how information is managed?
 What is the level of agreement among groups of stakeholders that your challenges need to be addressed at an enterprise level?
  86. 86. @bramwessel @factorfirm factorfirm.com Organizational Alignment Questions: Are interests aligned within and among stakeholder groups? Is there a sense of a common purpose?
 How motivated are stakeholders and the organization? Is there enough pain to motivate people to fundamentally change the way they work?
  87. 87. INFLUENCE. 
 AND BUY-IN.
  88. 88. Influence and Buy-in Questions: 
 Do potential executive sponsors materially understand the nature of the challenge? Is there an executive or team of executives who are responsible for the parts of the business that are impacted? 
 Do executives sponsors have influence and the ability to allocate budget at an organization-wide level?
  89. 89. TECHNOLOGY
  90. 90. TECHNOLOGY
  91. 91. @bramwessel @factorfirm factorfirm.com Technology Questions: What are the systems of record for different core taxonomy assets? 
 Is there a need for a taxonomy management tool or can enterprise-level information assets be maintained manually or in a distributed fashion? 
 What are the modeling capabilities of systems of record and other systems at play?
  92. 92. @bramwessel @factorfirm factorfirm.com Technology Questions: 
 Are there gaps in the technology stack that are preventing enterprise taxonomy management capabilities? 
 How well do systems integrate with each other?
  93. 93. @bramwessel @factorfirm factorfirm.com BUSINESS CASE: TANGIBLE
  94. 94. @bramwessel @factorfirm factorfirm.com BUSINESS CASE: TANGIBLE
  95. 95. @bramwessel @factorfirm factorfirm.com Business Case Questions: Is it easy to point to the business losing money due to the lack of enterprise-level management of information assets? Are there clear and present pain points arising from the current state? Is it easy to see how the business could make more money or have a positive return on an investment in shifting to an enterprise-level information strategy?

  96. 96. @bramwessel @factorfirm factorfirm.com Business Case Questions: Is there enough clarity to see a path to a desired future state? Are there business capabilities that the organization lacks that an enterprise approach would enable? Are the benefits of the desired future state clear?
  97. 97. @bramwessel @factorfirm factorfirm.com Lessons Learned 1. Educate and simplify. Repeat.
  98. 98. @bramwessel @factorfirm factorfirm.com Lessons Learned 2. Get support for 
 ongoing investment.
  99. 99. @bramwessel @factorfirm factorfirm.com Lessons Learned 3. Challenges are inevitable. 
 Find the opportunities in them.
  100. 100. @bramwessel @factorfirm factorfirm.com EVERY ORG IS DIFFERENT
  101. 101. @bramwessel @factorfirm factorfirm.com What is your information supply chain?
  102. 102. @bramwessel @factorfirm factorfirm.com TAXONOMY AS A SERVICE
  103. 103. @bramwessel @factorfirm factorfirm.com NO MORE TAXONOMY EMERGENCIES
  104. 104. @bramwessel @factorfirm factorfirm.com THANK YOU

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