The document discusses lessons in information governance from a presentation given by John Newton, founder and CTO of Alfresco. Some key lessons are that closed systems are not always the most effective, strong governance is needed to make open collaboration work, zero tolerance policies do not work with users, effective governance should be invisible to users, and governance does not stop at organizational boundaries. Alfresco provides an open source content management platform and has over 180,000 community members, 200 partners, and manages over 10 billion documents for 1,300 customers in 180 countries.
3. We enabling
business-critical
document processes
patient records
insurance claims
legal contracts
scanning and imaging
government records
web sites
research collaboration
employee forms
financial reporting
request origination
customer invoices
11. Lesson No. 1
Closed systems aren’t
necessarily the most effective
Corollary: Sunshine is the
best disinfectant
12. Strong Governance led to
Professional Open Source
Open Source is
like Economy
Class!
You get nice
champagne in
first class, but you
still get there at
the same time!
Marten Mickos – CEO of Eucalyptus and former CEO of MySQL
17. Freeze
Disposition
Schedule
Cut off
Transfer
Hold
MoReq
Security
Roles
Events
File Plan
PDF(a)
Audit
Archive
Declare
Delete
Close
Relationships
Permissions
In-Place
File
Retention
Accession
Records
Folders
DoD
Metadata
User Rights
Record
Search
18. Freeze
Disposition
Schedule
None Cut off
Of This Matters!
Transfer
Hold
MoReq
Security
Roles
Events
File Plan
PDF(a)
Audit
Archive
Declare
Delete
Close
Relationships
Permissions
In-Place
File
Retention
Accession
Records
Folders
DoD
Metadata
User Rights
Record
Search
19. Freeze
Disposition
Schedule
“End user adoption of RM
applications remains a
significant challenge”
Cut off
Transfer
Hold
MoReq
Security
Roles
Events
File Plan
PDF(a)
Audit
Archive
Declare
Delete
Close
Relationships
Permissions
In-Place
File
Retention
Accession
Records
Folders
DoD
Metadata
User Rights
Record
Search
“Records Managers Must Focus On Business Needs, Budgets, And Technology To
Succeed” Forrester Research. September 18, 2013. Analyst Cheryl McKinnon
20.
21. The Users World
Content Creators / Users
Finding Content
Sharing and Collaborating
‘Getting Work Done’
Does RM Help Them?
29. Team
Collaboration
Image
Management
Rich Media
Support
Web Content
Services
Document
Management
Social
Publishing
Process
Management
Accessible
ECM
Repository
Mobile
Support
30. Team
Collaboration
Image
Management
Rich Media
Support
Web Content
Services
Document
Management
Social
Publishing
Process
Management
Accessible
ECM
Repository
Mobile
Support
Records Management
31. The Real Needs of
Information Governance
In Place Records
Automatic Information Filing
Dynamic File Plan
32. Lesson No. 4
Effective governance is
invisible governance
Corollary: Effective
governance requires
prioritisation and intelligence
35. Hybrid Cloud and Governance
Simple Smart
Connected Control
in the cloud
Hybrid
60%
Social
Collaborative
File Sharing
Personal Work
CRM
HCM
SMB
20%
Focus on the end
user.
ERP
Legal
Secure
Classified
Backup
Compliance
20%
+ on-premise
Deliver all the value
that ECM provides.
36. Lesson No. 5
Governance does not stop at
the walls of the enterprise
37. The Governance Continuum
Content Creators / Users
Exec Staff &
Record Managers
‘Get Work Done’ ‘Information Governance
& Compliance’
38. Lessons Learnt / Learned
1. Closed systems are not the most effective
systems
2. Strong governance can make open
systems work
3. Zero tolerance doesn’t work
4. Effective governance is invisible
governance
5. Governance does not stop at the walls of
the enterprise
39. Special bonus slide: Role of Information Governance in…
Digital Transformation
Digitize end-to-end
customer experience
Digitize products and
services as part of the
value ecosystem
Create trusted
machines
Source enhanced
operational capabilities
within a dynamic
ecosystem
Drive rapid customer-centric
innovation
Digitize for agility over
efficiency
Data,
Information
and Insights
New digitally
enhanced
products and
services
Digital operational excellence Digital customer experience
Source: Forrester
WHAT PROBLEM DO WE SOLVE: Use this slide to talk about the meaning of “business-critical” and all of the business problems that we solve.
Develop from other Open Source Components
Deliver for free over the internet
Market by Word of Mouth and Community
Demand is generated inside the company – Solves the problem or not
Users participate in QA and resolution of problems with the code
Community participates in ideas, priorities, testing and new components
Closed systems are not the most effective systems
Strong governance can make open systems work
Zero tolerance doesn’t work
Effective governance is invisible governance
Governance does not stop at the walls of the enterprise