Presentation to ARMA Calgary Chapter - May 13, 2013

1. Principles of Holistic Information
Governance
Good Governance is Good Business
ARMA Calgary Chapter
May 13, 2013
Copyright © OpenText Corporation. All rights reserved.

2. Information governance is about …
 Records
 Security
 Info architecture
 Storage
 Acceptable use
 Etc.
GETTING STUFF DONE!!!
Copyright © Open Text Corporation. All rights reserved.
2

3. Principles of Holistic Information Governance
(PHIGs)
1. Information is an asset
2. Information has purpose
3. Information has sources & targets
4. Information has deadlines
5. Information has consumers
6. Information carries obligations
7. Information carries risks
8. Information has many forms
9. Information isn’t immortal
10. Information demands accountability
3

4. Information is an asset
Belongs to the org – not the person
 Device, location are irrelevant
Costs of acquisition, maintenance
Value may depreciate over time
Residual value
4

5. Information has purpose
Understand what you’re using information for
Different orgs can use the same info for different purposes
What does your info do?




Cause action
Help plan
Support decisions
Inform / educate / entertain
5

6. Information has sources & targets
Where are you getting your info & where are you sending
it?
 Internal or external
 Social media
 Cloud
Can you trust the sources?
What will the recipient do with it?
Copyright © Open Text Corporation. All rights reserved.
6

7. Information has deadlines
 When do you really need it?
 Is real-time really necessary?
 What do you do when you don’t get it in time?
Copyright © Open Text Corporation. All rights reserved.
7

8. Information has consumers
 It’s about more than just security
 Who can have or use it?
 How do you get it to them?
 What can they do with it?
 You have to get your product (information) to market
Copyright © Open Text Corporation. All rights reserved.
8

9. Information carries obligations
 What are your social, regulatory, compliance obligations
 Historical perspective
 Multiple jurisdictions
 Data sovereignty
 Self-imposed / business vs. Statutory
 Most stringent wins?
Copyright © Open Text Corporation. All rights reserved.
9

10. Information carries risks
 Too much or not enough?
 Bad decisions or analysis paralysis?
 What if it leaks?
 Legal, FOIP/FOIA/ATIP
 Risk profile
 Probability of occurrence
 Impact of occurrence
 Litigation frequency
 Costs of mitigation vs. Impacts of occurrence
 You can’t protect against everything
Copyright © Open Text Corporation. All rights reserved.
10

11. Information has many forms
 How are stakeholders interacting with it?
 What kinds of devices?
 Where are they accessing?
 Passive or active interactions?
 Do your consumers become contributors?
Copyright © Open Text Corporation. All rights reserved.
11

12. Information isn’t immortal
 Most information doesn’t last forever
 Get rid of it when you can
 Legally defensible destruction is only one aspect
 If it still has business value, keep it
 De-clutter, become info-efficient
Copyright © Open Text Corporation. All rights reserved.
12

13. Information demands accountability
 C-level, single role accountability
 Typical CIO focus is infrastructure
 ½-step below CEO, ½-step above rest of C-suite
 Stakeholder input, 1 person accountable
 No room for bias
 Balance business objectives against compliance & risk
Copyright © Open Text Corporation. All rights reserved.
13

14. Wrapping it up
 Time to switch
 Risks -> Benefits
 Cost -> Value
 Policies -> procedures -> education -> tools
 Review & repeat as required
 It doesn’t have to be perfect, good enough is good
enough
 Focus on business first
 Balance business benefits against compliance, risk
 Approach depends on org type & info type
 Information governance is about getting business done
Copyright © Open Text Corporation. All rights reserved.
14

15. Additional Resources
The Blog posts that started this
 Principles of Holistic Information Governance
 Chris Walker, April 2013 (updated broken link 2014-01-19)
 Policies First – Holism in Information Governance
 Chris Walker, February 2013
 Governance Sucks but Doesn’t Have To
 Chris Walker, September 2012
20 Information Governance Questions and Answers
Webcast
ECM Maturity Assessment
Copyright © Open Text Corporation. All rights reserved.
15

16. Thank You
Good Governance is Good Business
Chris Walker
Business Development Manager, Services, Western Canada
walkerc@opentext.com
+1 780 270 5359
Skype christianpwalker1
Twitter @chris_p_walker
Copyright © OpenText Corporation. All rights reserved.