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10 STEPS TOWARD INFORMATION 
GOVERNANCE NIRVANA 
Christian Buckley 
Chief Evangelist @Metalogix 
#InfoGovCon
Christian Buckley 
Chief Evangelist & SharePoint MVP 
Metalogix 
cbuck@metalogix.com 
www.buckleyplanet.com 
@buckleyplanet
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
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
• Fractured policies and procedures 
• Questions about policy authority/ownership 
• No clear path for enforcement
What does 
governance 
look like in your 
organization?
GOVERNANCE IS ABOUT 
TAKING ACTION TO HELP 
YOUR TEAM ORGANIZE, 
OPTIMIZE, AND MANAGE 
YOUR SYSTEMS AND 
RESOURCES.
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
What is driving this 
change in your 
organization?
Don’t just slap 
some lipstick 
on a pig
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.
Business 
Need Service
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
And then there’s 
the issue of end user 
education…
Develop an 
information 
governance 
framework
1. CLEARLY DEFINE YOUR BUSINESS GOALS
2. UNDERSTAND THE 
TARGET WORKLOADS
3. BE CLEAR ON THE LAWS 
AND REGULATIONS
4. UNDERSTAND YOUR 
ORGANIZATIONAL CONSTRAINTS 
• x
5. KNOW YOUR SYSTEM LIMITATIONS
6. DEFINE YOUR 
ROLES AND 
RESPONSIBILITIES
7. BUILD OUT MANAGEMENT 
TOOLS AND PROCESSES
8. AUTOMATE
9. ESTABLISH MONITORING AND 
CHANGE MANAGEMENT
10. HAVE A COMMUNICATION STRATEGY
THREE COMPONENTS TO YOUR STRATEGY: 
People Process Technology
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
ASK YOURSELF: 
• 
• 
• 
• 
• 
• 
•
Thank you! 
cbuck@metalogix.com 
www.buckleyplanet.com 
@buckleyplanet

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10 Steps Toward Information Governance Nirvana

  • 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
  • 5.
  • 6. • Fractured policies and procedures • Questions about policy authority/ownership • No clear path for enforcement
  • 7. What does governance look like in your organization?
  • 8.
  • 9.
  • 10.
  • 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?
  • 14.
  • 15.
  • 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.
  • 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…
  • 21.
  • 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
  • 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