Information Management Strategy 2011

IT Governance Africa 2011

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1
Dienstag, 22. November 11

CONTENT
1 1
2 0
• Motivation
ri ch
• Challenges Z ü
g ,
• Terms & Glossary lt in
su
n Strategic Management
• Information Management o &
C
• Model b er
ha
ild
• Further developments
W
©
2 IT Governance Africa 2011
© Wildhaber Consulting, Zürich 2011

BACKGROUND
1 1
2 0
• In 2009, a group of experts from severalhfinancial institutions
r
decided to write a guide about the topicic of „Strategic
Z ü
Information Management“ , g
t in
• The group‘s chairman was Dr. lBruno Wildhaber, who
nsu
o
delivered the necessary structure and expert support
C
• In 2011; the guide was b erpublished in Switzerland, supported
by the following dh
a
financial institutions:
il
W
©

DATA CHAOS: IMPLICATIONS
1 1
2 0
ri ch
Z ü
g ,
lt in
nsu
C o
b er
ha
i ld
W
©
Quelle: AIIM Whitepaper 2011: Capitalizing on Content: A Compelling ROI for Change


MOTIVATION
1 1
• 2 0
Data deluge is a fact: The amount of data stored explode, however, the deletion of data is
hardly possible because oversight is lacking.
ch
ri increases with cloud computing
•
Z ü
Data stovepipes contaminate your information quality: This

g ,
in
• Where is my data kept? Basically, this is used to be one of the most important controls
lt
around data privacy and data governance - and today?
•
nsu and unreliable, because of the
The search for information becomes expensive

C o
stovepipes and the unknown storage locations.
•
b er
Compliance requirements cannot be met: The organisation loses control and is forced
into unknown risk positions.
ha
•
ild
Employees, customers and stakeholders don‘t trust our information base „Google is
better“
W
•
Discovery“.
©
Cost will explode because of the expensive search and data retrieval operations, e.g. „e-


GOALS
1 1
2 0
• Combine Strategic Managementch
üri
Z
with the worlds of Information
,
ng
lti
su
• Build management awareness
n
C o
er
around theaproduction factor
b
h
ild
information.
W
©

INFORMATION 1
0 1
& 2
ri ch
Z ü
MANAGEMENT g ,
lt in
nsu
C o =
b er
ha
INFORMATION MANAGEMENT
i ld
W
©

WHAT IS MANAGEMENT?
1 1
agressive
Performance

2 0
ri ch
Z ü
Cost driven

g ,
Bottom line oriented

lt in
nsu
Cost
C o Value

b er
ha
i ld
Compliance driven Assurance driven

W
©
defensive
Conformance


STRATEGIC MANAGEMENT DELIVERED
How are we initiating our
1 1 How are we positioning the
SM?
2 0 company against our stakeholders?

ch
How are strategic How do companies position

ri
Initiatives initiated? themselves against its

ü
stakeholders?

Initiation
, Z
Positioning

ing
ult
n s
Performance
Reflexion

SM
C o
Measurement

b er
h aChange Value add

ild How are strategic
initiatives
How do companies
organise their value add?

W implemented?

© How are we going to
Formation
change the company?
How are we going to add
value?
Source: Müller-Stewens/Lechner (edited)

9
IT Governance Africa 2011

THE WORLD OF INFORMATION (IM)
1 1
2 0
ch
Knowledge

üri Knowledge Management

, Z
Information
ing
Information Management

lt
su

Records Management
o n Electronic Content Management

C
er
Data

b
Document Management

ha
ild
Archiving

W
©

THE INFORMATION HIGHWAY
1 1
2 0 Data Management Layer

Capture

ri ch Store Access

Z ü
Capture
g , Store

lt in
internal
su
n Data
external Workflow
structure
o
C Highway
unstructured Classify Search Deliver

er
manual automatic

a b
h
ild
Delete
Generate Archive

W
©
Security / Quality Management Layer

HOW TO BUILD THE IM - STRATEGY
1 1
Pre Phase: 1st cut analysis

2 0
ri ch
ü
1. 2. 3.
Vision & Orientation

, Z Analysis Strategy

‣
ing Stakeholder
‣
lt
Vision
‣ ‣ Market Describe strategic options
‣ Model
‣
su ‣ Processes Draft positioning
‣
n
Strategic Positioning
‣ ‣ Data storage Identify initiatives
‣
‣ Budget
‣ C o
Stakeholder Awareness
‣ ‣ Success Factors Define goals

er
Challenges

a b
h
ild
4. 5.
Blueprint & Roadmap Implementation & Change Management

‣ W ‣
Products Product Management
‣
‣ © ‣
Technology
‣
Investments
Marketing
Project Plan
‣Organisation ‣Build
‣Partners ‣Change Management

IM -STRATEGY OVERVIEW
1 1
agressive
Performance

2 0
ch
3 !

üri
Cost driven
, Z
Bottom line oriented

ing
lt
nsu
1
Cost
C o Value

b er 4

ha
i ld
Compliance driven Assurance driven
Services

W
© 2 1⃣ = Electronic Customer File
2⃣ = E-Mail Archive
3⃣ = Harmonization of CRM Systems
defensive
Conformance 4⃣ = DMS Implementation for core
processes

VALUE OF THE IM-STRATEGY
1 1
2 0
• Management understands the value of information
and its impact on the enterprise ri ch
strategy
ü Z
Reduced TCO for information g,
•
lt in
• Easy reuse of information n su
C o
• Risk reduction
b er
ha
ild
• Trust my own organisation to deliver the right, correct and
W
integer information in time
©

FURTHER DEVELOPMENT
1 1
2 0
• The strategy guide is currently used by the pilot users and
developers ri ch
ü Z
• g ,
Actually writing an IM-Framework for a large Re-Insurance company
lt in
• Feedback to be expected Q1u s 2012
o n
C
er
• English version planned Q1 2012
b
ha implementation TBD
• Further steps, especially
ild
W
©

THANK YOU!
1 1
2 0
ri ch
Z ü POSTFACH 115

g , 8603 SCHWERZENBACH
+4144 826 21 21

lt in INFO@WILDHABER.COM

su
WWW.WILDHABER.COM

o n TWITTER: BRWILDHABER

C
OFFICE: GLATT TOWER, 10. OG

er
8301 GLATTZENTRUM

a b
ld h
i
W
©

Information Management Strategy 2011

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