Plan a Successful Information Management Solution Implementation
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Transcript of Plan a Successful Information Management Solution Implementation
2/17/2016 Copyright © J. Kevin Parker 1
Plan a Successful Information Management Solution ImplementationA brief overview
J. Kevin Parker, CIP
2/17/2016 Copyright © J. Kevin Parker 2
J. Kevin Parker, CIP
www.JKevinParker.com
About Me
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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
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Plan Strategy, Architecture & Governance
Plan a Successful Information Management Solution Implementation
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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.
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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.
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Key Planning Steps & Deliverables
Business CaseProgram
Mandate & Funding
Program Charter
EIM Maturity Assessment
Information Strategy
(Blueprint & Roadmap)
Enterprise Information Architecture
Information Governance
Plan
SolutionImplementation
PlanUser Adoption
Plan
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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
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Strategy Planning Team
§ Enterprise Information Architect§ Process Owners§ Legal Team§ Human Resources§ Records Manager§ Knowledge Manager§ IT Leadership§ Information Management Consultant
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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
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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
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Architecture Planning Team
§ Enterprise Information Architect§ Knowledge Manager§ Records Manager§ Database Administrator§ Solution Architect§ System Owners§ Information Security
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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
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Governance Planning Team
§ Strategy Planning Team§ Architecture Planning Team§ Intranet Manager§ Knowledge Manager§ Help Desk Manager
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Recruit Your TeamPlan a Successful Information Management Solution Implementation
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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
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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)
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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!
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Partner with Information Technology
Clearly delineate between:§ EIM as a business service§ The EIM solution platform as an IT service
EIM Solution PlatformIT Services
Enterprise Information ManagementBusiness Services
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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 PlatformOn-Prem IT Services
EIM Solution PlatformCloud IT Services
Enterprise Information ManagementBusiness Services
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Plan for Continuous ImplementationPlan a Successful Information Management Solution Implementation
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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
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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
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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 1Business
Assessment
Phase 2Technology Assessment
Phase 3Roadmap & Foundation Activities
Phase 4Design
Phase 5Development
Phase 5Test
Phase 5Improve
Increment 1Increment 2
Increment 3
Begin nextincrement
Phases 3, 4, 5 repeat in increments
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Plan for User AdoptionPlan a Successful Information Management Solution Implementation
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Usefulness, Usability & User Adoption
Goal RequirementMake it useful Good architecture
Make it usable Good design
Get it used User adoption plan:• Communication• Learning resources• Support
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Create an IM User Hub
Goal ComponentFacilitate communication A blog
Provide how-to guides and learning resources A wiki
Encourage community questions, support, and
innovationA forum
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IM User Hub Components
IM User Hub SiteCoE Blog§ News§ Updates§ Announcements
CoE Wiki§ How-to guides§ Learning
resources§ Standards§ Policies
CoE Forum§ Support§ Ask the experts
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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
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Your information strategy, architecture, and governance
provide the comprehensive set of business requirements that should
define your IT solutions.
Final thought…
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J. Kevin Parker, CIPConnect with me:
www.linkedin.com/in/jkevinparkertwitter.com/JKevinParkerwww.JKevinParker.com