Tagged: ecm

Countdown to our Information Governance Webinar: T minus 2

Register for the webinar here. 

At ViaLumina we have been partnering with eDiscovery Journal for some time. We have been feverishly working together on a brand new survey report that we will hope will bring some much-needed definition to the information governance space.  Earlier this year, we ran an extensive survey about information governance at eDj, and the results are fascinating. Barry and I are going to talk about these results at a webinar this Thursday, so mark your calendar and stop by. It’s September 15th at 1 pm EDT. Register here.

Barry has already posted some analysis of the survey data on which department should be responsible for information governance so check that out here.

Over the next few days I am going to tease you with some of the survey results. If you want more, did I mention that you should register for the webinar? No? Well you should.

Here is one of the charts from our upcoming report. Come to the webinar for our analysis . . .

Chart from the 2011 IG Survey showing how people define information governance

Growing Pains in Information Governance

What we need, suggests Brenda Zimmerman, a professor at Schulich School of Business in Ontario, is a distinction between the complicated and the complex. It’s complicated, she says, to send a rocket to the moon — it requires blueprints, math and a lot of carefully calibrated hardware and expertly written software. Raising a child, on the other hand, is complex. It is an enormous challenge, but math and blueprints won’t help. Performing hip replacement surgery, she says, is complicated. It takes well-trained personnel, precision and carefully calibrated equipment. Running a health care system, on the other hand, is complex. It’s filled with thousands of parts and players, all of whom must act within a fluid, unpredictable environment.

It’s Complicated: Making Sense of Complexity, New York Times, May 1, 2010.

My wife is a contemporary artist (let’s leave aside the painful discussion of what “contemporary,” and “art” mean), so I spend quite a bit of time in the art world. An article today about FaceBook initially banning –  then allowing – a nude drawing from an academic life drawing class caught my eye. I find it nicely ironic that the New York Academy of Art successfully used social media to make the social media giant to squirm. I also think the FaceBook’s rationalization is pretty entertaining. To summarize: “We ban nude photographs, not drawings. But, the the drawing was so lifelike, our reviewer thought it was a photograph, so he banned it. So, take our banning as a compliment.”

Get that guy a job in PR! Oh, wait, he already has one.

In any case, this little story is a perfect representation of why creating and enforcing IG policy is complex. Many suffer from an oversimplification fallacy when it comes to IG. I don’t blame them, its a perfectly reasonable defense mechanism against the true complexity of IG (parts of it are merely complicated; see above). In other words, there is a strong temptation – when faced with the complexity of IG causes and solutions, to claim that there is a single cause, or a single solution. There isn’t.

Further, IG is a moving target, and the problems only get more difficult as an organization grows and matures. This is the problem that FaceBook is, uh, facing. You start off with a simple policy – no nudity on FaceBook – but then one day you wake up and a NY art school is berating your art-hating, censorious ways. Now, like any other organization (company, government, country), FaceBook –  as a result of its success –  requires a more mature, fine-grained, sophisticated and gasp . . . complicated approach to the issue.

The same thing happens with IG. For example, we typically start off with no email policy. That’s a disaster, so we impose mailbox size restrictions. That’s a farce, so we impose a 90 day deletion policy. That breaks, because now we have PST files growing across the company like black mold and orange ooze, so we turn off PSTs. That breaks, so we get email archiving and turn on unlimited email storage space. That breaks, so we apply our retention schedule in the archive. Etc. etc. etc. Each of these approaches may have worked for a time, but as the company grew, the volume of mail grew, the operating environment got more complex, and a more sophisticated approach was needed.

Maturity models are one way through this – helping us decide how much governance we need, and when we need it. There are plenty of them in the IG space, including ARMA’s, MIKE’s, and several from vendors, so take a look at those. But realize that success and growth will inevitably make your IG environment more complicated. I’m willing to bet that you are already behind –  the complexity of your information environment outstripping your ability to manage it. Also, remember that forces outside your control are also conspiring to make the problem more complicated: with more regulation, increasing information volume, and growing complexity in the IT environment a few of those factors.

Now, I don’t want to leave you with the impression that the solution to complexity is more complexity. Some believe that complexity reaches a threshold where the only possible solution is a set of simple, high-level principles (or Checklists). For example, the paragraph I quoted above finishes with, “It takes a set of simple principles that guide and shape the system. For instance: Teach everyone the best practices of doctors who are really good at hip replacement surgery.”

This may be true. But, it still leaves the complicated problem of ensuring that these principles are actually implemented in our technology and  human environment.

11 Ways to Fail at Information Governance

This week a prospective client asked me to answer this question: “what are the top 5-10 examples of what companies do wrong when implementing an ECM solution?” Here are my thoughts.

  1. Create a records management department of one.
  2. Make sure you set perfection as the goal.
  3. Implement the technology before the policy.
  4. Allow software capabilities to determine your agenda.
  5. Don’t worry about formally defining requirements.
  6. Don’t get real senior management commitment (how will they handle complaints from their favorite earners? Who will they side with?)
  7. Don’t adapt corporate governance to IG.
  8. Treat IG as a project.
  9. Don’t realistically estimate costs and benefits.
  10. Assume that users want this. Also assume that business units and departments will equally see the value of ECM.
  11. Set unrealistic timelines and arbitrary deadlines.

Do you disagree? What did I miss?

Stay tuned for my next blog post, which will be answering another question they asked: “provide the top 5-10 examples of what we can do to ensure success.”