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2/17/2016 Copyright © J. Kevin Parker 1
Plan a Successful Information
Management Solution
Implementation
A brief overview
J. Kevin Parker, CIP
2/17/2016 Copyright © J. Kevin Parker 2
J. Kevin Parker, CIP
www.JKevinParker.com
About Me
2/17/2016 Copyright © J. Kevin Parker 3
Agenda
This presentation should help you:
§ Plan your enterprise information strategy,
architecture, and governance
§ Recruit an executive champion, cross-
departmental partners, and your IT organization
§ Plan for continuous implementation and
improvement
§ Plan to promote user adoption of your IM
solution
2/17/2016 Copyright © J. Kevin Parker 4
Plan Strategy, Architecture &
Governance
Plan a Successful Information Management Solution Implementation
2/17/2016 Copyright © J. Kevin Parker 5
No, Technology Can’t Solve Your
Information Problems
The solution to your business information problems are
things technology vendors cannot sell you in a box or
digital download.
Your information strategy, architecture, and governance
provide the comprehensive set of business requirements
that should define your IT solutions.
2/17/2016 Copyright © J. Kevin Parker 6
What is EIM?
Enterprise Information Management (EIM) is
an integrated approach to
managing all corporate information assets
including content, data, records, and knowledge
in all formats,
from all sources,
and in every location.
2/17/2016 Copyright © J. Kevin Parker 7
Key Planning Steps & Deliverables
Business Case
Program
Mandate &
Funding
Program Charter
EIM Maturity
Assessment
Information
Strategy
(Blueprint &
Roadmap)
Enterprise
Information
Architecture
Information
Governance
Plan
Solution
Implementation
Plan
User Adoption
Plan
2/17/2016 Copyright © J. Kevin Parker 8
Enterprise Information Strategy
§ Enterprise Information Blueprint
• Specific critical success factors (CSFs) for enterprise
information management in your organization
• Standards, policies, and processes related to EIM
• High-level architecture vision of the planned future
state of EIM
§ Enterprise Information Roadmap
• Project plan to get from current state to future state
• Communication and control tool
2/17/2016 Copyright © J. Kevin Parker 9
Strategy Planning Team
§ Enterprise Information Architect
§ Process Owners
§ Legal Team
§ Human Resources
§ Records Manager
§ Knowledge Manager
§ IT Leadership
§ Information Management Consultant
2/17/2016 Copyright © J. Kevin Parker 10
Enterprise Information Architecture
§ Discover, define, and design information
structures: types, uses, relationships, values,
and policies across all business processes
§ Include all data forms and types
§ Incorporate enterprise and regulatory rules and
requirements
§ Plan for metadata management
§ Plan for information cleanup and migration
2/17/2016 Copyright © J. Kevin Parker 11
Key Enterprise IA Artifacts
Current State
Inventory
Future State
Blueprint
Enterprise
Taxonomy
Information
Types Catalog
Information
Standards &
Requirements
Information
Cleanup &
Migration
Strategy
Navigation &
Search Strategy
Information
Service
Definitions
2/17/2016 Copyright © J. Kevin Parker 12
Architecture Planning Team
§ Enterprise Information Architect
§ Knowledge Manager
§ Records Manager
§ Database Administrator
§ Solution Architect
§ System Owners
§ Information Security
2/17/2016 Copyright © J. Kevin Parker 13
Enterprise Information Governance
§ Not just rules and enforcement!
§ Guidance, boundaries, and standards
• Strategy and architecture
• Implementation
• Communication
• User adoption
• Operation and maintenance
• Support
• Change management
2/17/2016 Copyright © J. Kevin Parker 14
Governance Planning Team
§ Strategy Planning Team
§ Architecture Planning Team
§ Intranet Manager
§ Knowledge Manager
§ Help Desk Manager
2/17/2016 Copyright © J. Kevin Parker 15
Recruit Your Team
Plan a Successful Information Management Solution Implementation
2/17/2016 Copyright © J. Kevin Parker 16
Recruit an Executive Champion
§ Executive sponsorship and leadership is
essential for success
§ Clearly communicate the business benefits
§ Keep your champion informed and engaged
§ Channel project and program communications
through your executive champion when
appropriate
2/17/2016 Copyright © J. Kevin Parker 17
Build an EIM Program & Project Team
The type of team depends on your organization
and the program funding. You may have:
§ A centralized team
§ A decentralized team
§ A team of one (you)
2/17/2016 Copyright © J. Kevin Parker 18
Build an EIM Coalition
§ Recruit advocates and partners from each line
of business
§ Seek to win over those who may otherwise be
the most vocal opponents of change
§ Discover pain points and opportunities for
improving information and processes—then
catalog these to inform your architecture and
implementation backlog
§ Do not make any promises at this point!
2/17/2016 Copyright © J. Kevin Parker 19
Partner with Information Technology
Clearly delineate between:
§ EIM as a business service
§ The EIM solution platform as an IT service
EIM Solution Platform
IT Services
Enterprise Information Management
Business Services
2/17/2016 Copyright © J. Kevin Parker 20
Benefits of IT Partnership
§ Keeps IT focused on providing services
§ Keeps the management of information as an asset with
the business
§ Helps to eliminate competition and mistrust
§ Reduces motivations for shadow IT
§ Prepares the way for moving to the cloud
EIM Solution Platform
On-Prem IT Services
EIM Solution Platform
Cloud IT Services
Enterprise Information Management
Business Services
2/17/2016 Copyright © J. Kevin Parker 21
Plan for Continuous Implementation
Plan a Successful Information Management Solution Implementation
2/17/2016 Copyright © J. Kevin Parker 22
Continuous Implementation
An agile approach to EIM:
§ Start with a pilot or “model office”
§ Implement in iterative cycles to provide value
quickly
§ Roll out a prioritized portion of the system with
each cycle
§ Include a feedback step to reevaluate and
adjust as needed
2/17/2016 Copyright © J. Kevin Parker 23
The MIKE2.0 Framework
Method for an Integrated Knowledge
Environment (MIKE2.0) is an open source
delivery framework for Enterprise Information
Management.
http://mike2.openmethodology.org
2/17/2016 Copyright © J. Kevin Parker 24
The 5 Phases of MIKE2.0
Source: MIKE2.0 Methodology (www.openmethodology.org)
Improved Governance and Operating Model
Strategic Program Blueprint is done once
Phase 1
Business
Assessment
Phase 2
Technology
Assessment
Phase 3
Roadmap &
Foundation
Activities
Phase 4
Design
Phase 5
Development
Phase 5
Test
Phase 5
Improve
Increment 1
Increment 2
Increment 3
Begin next
increment
Phases 3, 4, 5 repeat in
increments
2/17/2016 Copyright © J. Kevin Parker 25
Plan for User Adoption
Plan a Successful Information Management Solution Implementation
2/17/2016 Copyright © J. Kevin Parker 26
Usefulness, Usability & User Adoption
Goal Requirement
Make it useful Good architecture
Make it usable Good design
Get it used User adoption plan:
• Communication
• Learning resources
• Support
2/17/2016 Copyright © J. Kevin Parker 27
Create an IM User Hub
Goal Component
Facilitate communication A blog
Provide how-to guides
and learning resources
A wiki
Encourage community
questions, support, and
innovation
A forum
2/17/2016 Copyright © J. Kevin Parker 28
IM User Hub Components
IM User Hub Site
CoE Blog
§ News
§ Updates
§ Announcements
CoE Wiki
§ How-to guides
§ Learning
resources
§ Standards
§ Policies
CoE Forum
§ Support
§ Ask the experts
2/17/2016 Copyright © J. Kevin Parker 29
In Review
In this presentation, we discussed how to:
§ Plan your enterprise information strategy,
architecture, and governance
§ Recruit an executive champion, cross-
departmental partners, and your IT organization
§ Plan for continuous implementation and
improvement
§ Plan to promote user adoption of your IM
solution
2/17/2016 Copyright © J. Kevin Parker 30
Your information strategy,
architecture, and governance
provide the comprehensive set of
business requirements that should
define your IT solutions.
Final thought…
2/17/2016 Copyright © J. Kevin Parker 31
J. Kevin Parker, CIP
Connect with me:
www.linkedin.com/in/jkevinparker
twitter.com/JKevinParker
www.JKevinParker.com

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Plan a Successful Information Management Solution Implementation

  • 1. 2/17/2016 Copyright © J. Kevin Parker 1 Plan a Successful Information Management Solution Implementation A brief overview J. Kevin Parker, CIP
  • 2. 2/17/2016 Copyright © J. Kevin Parker 2 J. Kevin Parker, CIP www.JKevinParker.com About Me
  • 3. 2/17/2016 Copyright © J. Kevin Parker 3 Agenda This presentation should help you: § Plan your enterprise information strategy, architecture, and governance § Recruit an executive champion, cross- departmental partners, and your IT organization § Plan for continuous implementation and improvement § Plan to promote user adoption of your IM solution
  • 4. 2/17/2016 Copyright © J. Kevin Parker 4 Plan Strategy, Architecture & Governance Plan a Successful Information Management Solution Implementation
  • 5. 2/17/2016 Copyright © J. Kevin Parker 5 No, Technology Can’t Solve Your Information Problems The solution to your business information problems are things technology vendors cannot sell you in a box or digital download. Your information strategy, architecture, and governance provide the comprehensive set of business requirements that should define your IT solutions.
  • 6. 2/17/2016 Copyright © J. Kevin Parker 6 What is EIM? Enterprise Information Management (EIM) is an integrated approach to managing all corporate information assets including content, data, records, and knowledge in all formats, from all sources, and in every location.
  • 7. 2/17/2016 Copyright © J. Kevin Parker 7 Key Planning Steps & Deliverables Business Case Program Mandate & Funding Program Charter EIM Maturity Assessment Information Strategy (Blueprint & Roadmap) Enterprise Information Architecture Information Governance Plan Solution Implementation Plan User Adoption Plan
  • 8. 2/17/2016 Copyright © J. Kevin Parker 8 Enterprise Information Strategy § Enterprise Information Blueprint • Specific critical success factors (CSFs) for enterprise information management in your organization • Standards, policies, and processes related to EIM • High-level architecture vision of the planned future state of EIM § Enterprise Information Roadmap • Project plan to get from current state to future state • Communication and control tool
  • 9. 2/17/2016 Copyright © J. Kevin Parker 9 Strategy Planning Team § Enterprise Information Architect § Process Owners § Legal Team § Human Resources § Records Manager § Knowledge Manager § IT Leadership § Information Management Consultant
  • 10. 2/17/2016 Copyright © J. Kevin Parker 10 Enterprise Information Architecture § Discover, define, and design information structures: types, uses, relationships, values, and policies across all business processes § Include all data forms and types § Incorporate enterprise and regulatory rules and requirements § Plan for metadata management § Plan for information cleanup and migration
  • 11. 2/17/2016 Copyright © J. Kevin Parker 11 Key Enterprise IA Artifacts Current State Inventory Future State Blueprint Enterprise Taxonomy Information Types Catalog Information Standards & Requirements Information Cleanup & Migration Strategy Navigation & Search Strategy Information Service Definitions
  • 12. 2/17/2016 Copyright © J. Kevin Parker 12 Architecture Planning Team § Enterprise Information Architect § Knowledge Manager § Records Manager § Database Administrator § Solution Architect § System Owners § Information Security
  • 13. 2/17/2016 Copyright © J. Kevin Parker 13 Enterprise Information Governance § Not just rules and enforcement! § Guidance, boundaries, and standards • Strategy and architecture • Implementation • Communication • User adoption • Operation and maintenance • Support • Change management
  • 14. 2/17/2016 Copyright © J. Kevin Parker 14 Governance Planning Team § Strategy Planning Team § Architecture Planning Team § Intranet Manager § Knowledge Manager § Help Desk Manager
  • 15. 2/17/2016 Copyright © J. Kevin Parker 15 Recruit Your Team Plan a Successful Information Management Solution Implementation
  • 16. 2/17/2016 Copyright © J. Kevin Parker 16 Recruit an Executive Champion § Executive sponsorship and leadership is essential for success § Clearly communicate the business benefits § Keep your champion informed and engaged § Channel project and program communications through your executive champion when appropriate
  • 17. 2/17/2016 Copyright © J. Kevin Parker 17 Build an EIM Program & Project Team The type of team depends on your organization and the program funding. You may have: § A centralized team § A decentralized team § A team of one (you)
  • 18. 2/17/2016 Copyright © J. Kevin Parker 18 Build an EIM Coalition § Recruit advocates and partners from each line of business § Seek to win over those who may otherwise be the most vocal opponents of change § Discover pain points and opportunities for improving information and processes—then catalog these to inform your architecture and implementation backlog § Do not make any promises at this point!
  • 19. 2/17/2016 Copyright © J. Kevin Parker 19 Partner with Information Technology Clearly delineate between: § EIM as a business service § The EIM solution platform as an IT service EIM Solution Platform IT Services Enterprise Information Management Business Services
  • 20. 2/17/2016 Copyright © J. Kevin Parker 20 Benefits of IT Partnership § Keeps IT focused on providing services § Keeps the management of information as an asset with the business § Helps to eliminate competition and mistrust § Reduces motivations for shadow IT § Prepares the way for moving to the cloud EIM Solution Platform On-Prem IT Services EIM Solution Platform Cloud IT Services Enterprise Information Management Business Services
  • 21. 2/17/2016 Copyright © J. Kevin Parker 21 Plan for Continuous Implementation Plan a Successful Information Management Solution Implementation
  • 22. 2/17/2016 Copyright © J. Kevin Parker 22 Continuous Implementation An agile approach to EIM: § Start with a pilot or “model office” § Implement in iterative cycles to provide value quickly § Roll out a prioritized portion of the system with each cycle § Include a feedback step to reevaluate and adjust as needed
  • 23. 2/17/2016 Copyright © J. Kevin Parker 23 The MIKE2.0 Framework Method for an Integrated Knowledge Environment (MIKE2.0) is an open source delivery framework for Enterprise Information Management. http://mike2.openmethodology.org
  • 24. 2/17/2016 Copyright © J. Kevin Parker 24 The 5 Phases of MIKE2.0 Source: MIKE2.0 Methodology (www.openmethodology.org) Improved Governance and Operating Model Strategic Program Blueprint is done once Phase 1 Business Assessment Phase 2 Technology Assessment Phase 3 Roadmap & Foundation Activities Phase 4 Design Phase 5 Development Phase 5 Test Phase 5 Improve Increment 1 Increment 2 Increment 3 Begin next increment Phases 3, 4, 5 repeat in increments
  • 25. 2/17/2016 Copyright © J. Kevin Parker 25 Plan for User Adoption Plan a Successful Information Management Solution Implementation
  • 26. 2/17/2016 Copyright © J. Kevin Parker 26 Usefulness, Usability & User Adoption Goal Requirement Make it useful Good architecture Make it usable Good design Get it used User adoption plan: • Communication • Learning resources • Support
  • 27. 2/17/2016 Copyright © J. Kevin Parker 27 Create an IM User Hub Goal Component Facilitate communication A blog Provide how-to guides and learning resources A wiki Encourage community questions, support, and innovation A forum
  • 28. 2/17/2016 Copyright © J. Kevin Parker 28 IM User Hub Components IM User Hub Site CoE Blog § News § Updates § Announcements CoE Wiki § How-to guides § Learning resources § Standards § Policies CoE Forum § Support § Ask the experts
  • 29. 2/17/2016 Copyright © J. Kevin Parker 29 In Review In this presentation, we discussed how to: § Plan your enterprise information strategy, architecture, and governance § Recruit an executive champion, cross- departmental partners, and your IT organization § Plan for continuous implementation and improvement § Plan to promote user adoption of your IM solution
  • 30. 2/17/2016 Copyright © J. Kevin Parker 30 Your information strategy, architecture, and governance provide the comprehensive set of business requirements that should define your IT solutions. Final thought…
  • 31. 2/17/2016 Copyright © J. Kevin Parker 31 J. Kevin Parker, CIP Connect with me: www.linkedin.com/in/jkevinparker twitter.com/JKevinParker www.JKevinParker.com