AIIM16 presentation by: Matt McClelland, Manager, Information Governance, Blue Cross Blue Shield North Carolina.

1. Success
Through
Pragma/sm
Moving
from
Hell
to
Purgatory
is
a
Win

2. Star/ng
in
Hell

3. Pathway
from
Hell
To
Informa/on
Governance
Program
Ini/ated
Records
Management
Records
&
Content
Management
Records,
ECM
&
E-­‐Discovery
Informa/on
Governance
Program
Expansion
No
Program
Checkpoints

4. Pathway
from
Hell
To
Informa/on
Governance
Program
Ini/ated
Records
Management
Records
&
Content
Management
Records,
ECM
&
E-­‐Discovery
Informa/on
Governance
Program
Expansion
No
Program
IG
Ini/ated
Enterprise
Projects
Mini
Checkpoints

5. Pathway
from
Hell
To
Informa/on
Governance
Program
Ini/ated
Records
Management
Records
&
Content
Management
Records,
ECM
&
E-­‐Discovery
Informa/on
Governance
Program
Expansion
No
Program
IG
Ini/ated
Enterprise
Projects
Department
Projects/Ini/a/ves
Build
a
Walkway

6. Pathway
from
Hell
To
Informa/on
Governance
Program
Ini/ated
Records
Management
Records
&
Content
Management
Records,
ECM
&
E-­‐Discovery
Informa/on
Governance
Program
Expansion
No
Program
IG
Ini/ated
Enterprise
Projects
Department
Projects/Ini/a/ves
Project
Stakeholder
Build
a
Walkway

7. Progress
Routes
Informa/on
Governance
Direct
Control
Consultant
Partner
Project
Stakeholder
Project
Owner

8. Simple,
Repeatable
Process
Idea
Design
Sell
Execute

9. Direct
Control
Route
Informa/on
Governance
Direct
Control
Consultant
Partner
Project
Stakeholder
Project
Owner

10. Direct
Control
Example
• No/fy
Direct
Management
• Finalize
and
Approve
• DraR
ac/onable
policies
• Develop
Forward
Thinking
Policies
Idea
Design
Sell
Execute
Enterprise
Policy
Development

11. Consultant
Route
Informa/on
Governance
Direct
Control
Consultant
Partner
Project
Stakeholder
Project
Owner

12. Consultant
Example
• Nego/ate
with
stakeholders
• Submit
solu/on
requirements
• Verify
solu/ons
match
requirements
• Track
lessons
for
future
implementa/ons
• Develop
intake
process
• Evaluate
future
state
solu/ons
•
Ensure
IG
principles
and
requirements
are
included
in
future
state
Idea
Design
Sell
Execute
Claim
System
Future
State

13. Partner
Route
Informa/on
Governance
Direct
Control
Consultant
Partner
Project
Stakeholder
Project
Owner

14. Partner
Example
• Pilot
• Measure
• Present
to
Management
• Communicate
• Rollout
• Maintain
•
Develop
solu/on
by
partnering
with
CS
• Include
Users
(Tagapalooza)
• Address
Customer
Service
informa/on
search
gap
• Inconsistent
external
messaging
Idea
Design
Sell
Execute
Customer
Service
Search

15. Project
Stakeholder
Route
Informa/on
Governance
Direct
Control
Consultant
Partner
Project
Stakeholder
Project
Owner

16. Project
Stakeholder
Example
• Offer
to
own
O365
governance
• Remove
tasks
from
exis/ng
team
• Own,
document,
test
and
communicate
governance
configura/on
• DraR
requirements
• Evaluate
O365
func/onality
• Evaluate
connectors
•
IGO
should
own
governance
in
O365
• IGO
tools
need
to
integrate
into
O365
Idea
Design
Sell
Execute
Office365
Migra/on

17. Project
Owner
Route
Informa/on
Governance
Direct
Control
Consultant
Partner
Project
Stakeholder
Project
Owner

18. Project
Owner
Example
• Defend
as
mandate
• Expected
li/ga/on
requirements
• Lead
and
Implement
Project
• Show
immediate
ROI
through
ingenuity
• Tailor
message
to
Enterprise
priori/es
• Submit
as
mandate
•
Effec/vely
governing
unstructured
informa/on
requires
tools
Idea
Design
Sell
Execute
Informa/on
Governance
&
E-­‐Discovery
Tools

19. Purgatory,
It’s
Alright

20. • Ma`
McClelland
Manager,
Informa/on
Governance
Office
at
Blue
Cross
Blue
Shield
of
North
Carolina
Phone:
(919)
765-­‐2794
Email:
ma`hew.mcclelland@bcbsnc.com
LinkedIn:
h`ps://www.linkedin.com/in/ma`mcclelland4