1. ©2013 RecordPoint Software. All rights reserved. Craig McGowan Director EMEA RecordPoint Software

2. ©2013 RecordPoint Software. All rights reserved. About Me An Aggregation

3. Information Governance

4. ©2013 RecordPoint Software. All rights reserved. The 5 Stages of Grief What are the 5 Stages of Grief ? The Kübler-Ross model, commonly referred to as the "five stages of grief", is a hypothesis introduced by Elisabeth Kübler-Ross that says that when a person is faced with an impending extreme fate over which they have no control, he or she will experience a series of emotional stages: Denial Anger Bargaining Depression Acceptance

5. Denial

6. ©2013 RecordPoint Software. All rights reserved. Information Governance - Denial “Everything is fine"; “We don’t need Information Governance.“ This is normally what IM / IG managers are told when they ask for funding for some kind of IG initiative What can you do? Find and document the existing pain points in the business, or in the industry as a whole, or even at a competitor. Look for compelling events that have, or could eventuate, and articulate the consequence of them. Make it real and relevant

7. Anger

8. ©2013 RecordPoint Software. All rights reserved. Information Governance - Anger “Who created all this stuff?"; “Why don’t people take responsibility for their information?" This is normally the response from senior managers when they are presented with an inventory of all of the content in their file share and asked which stuff they want to have migrated or what can be deleted What can you do? Identify business owners for each set of information you want to manage. Help them to understand the benefits of properly managed content. Develop and communicate roles and responsibilities relating to information lifecycle that make sense to your business. Be Pragmatic

9. Bargaining

10. ©2013 RecordPoint Software. All rights reserved. Information Governance - Bargaining “Surely you could just pick a few bits of metadata?” “It will benefit the whole organisation!” This is what the poor manager responsible for trying to implement some kind of EDRMS or KM system finds himself pleading time and time again as he goes from department to department throughout the business What can you do? Use metadata and information architectures that support local business processes and then map them to organisation-level constructs. Think global, act local.

11. Depression

12. ©2013 RecordPoint Software. All rights reserved. Information Governance - Depression “Am I really the only person that understand this stuff?” “We put the system in, why doesn't anyone use it correctly?” This what the same poor manager ends up saying 3 years later when he reviews the usage stats and discovers that 30% of the information in the system has been classified as Adult Services – Advice and support, because they are the top two choices What can you do? Very few people are hired for their information management skills, nor are they evaluated on or compensated for them. User-focused design, not only at an interface level but also at a process level, can help to increase user adoption significantly and by really engaging with the people on the “front line”, you instil a sense of ownership. Be inclusive

13. ©2013 RecordPoint Software. All rights reserved. Acceptance

14. ©2013 RecordPoint Software. All rights reserved. Information Governance - Acceptance “OK. This is never going to be perfect, but it is better that what we had before" This tends to be the conclusion drawn in the post implementation review of many IG initiatives. Information governance touches every part of every process in an organisation and as such you are unlikely to get it 100% right. What can you do? Accept that there is no such thing as the perfect system or the perfect process, set realistic goals and expectations and try to improve things incrementally (consider Kaizen). When choosing tools and systems look to the future, look for a well defined roadmap and flexibility when it comes to importing and exporting content. Don’t lock yourself in to proprietary systems. Acknowledge things will grow and change many many times. Adopt Standards

15. ©2013 RecordPoint Software. All rights reserved. And Finally…

16. ©2013 RecordPoint Software. All rights reserved. Thank You

17. ©2013 RecordPoint Software. All rights reserved.