Information Governance Quick Wins

YOUR INFORMATION: OPTIMIZED.™

CTO, OPTISMO / IGKIT THE INFORMATION GOVERNANCE

CONFERENCE (INFOGOVCON) AMERICAN HOME & PROPERTY, LLC

EDWARD ALLEN GROUP

CONTACT:�@RICHMESQUITA�

RICH.MESQUITA@OPTISMO.COM�RICH.MESQUITA@IGKIT.COM

RICHMESQUITA

Information Governance | Information Management | Change Management | Records Management |

Business Process Management | Strategy Development | Process Improvement | User Adoption | Needs

Analysis | RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information

Governance | Information Management | Change Management | Records Management | Business

Process Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis |

RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance

| Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching |

NICK INGLIS CEO, OPTISMO / IGKIT

INFORMATION�GOVERNANCE

QUICK�WINS

CEO, OPTISMO / IGKIT AIIM

BANK OF AMERICA INFORMATION GOVERNANCE CONFERENCE

INFOGOVMODEL.COMRDRV

EIM3

ARMAU.S. NEWS & WORLD REPORT YAHOO! FINANCE

CIP, IGP, SHAREPOINTM, E2.0M, ECMM, ERMM, IMCP DAD

CONTACT:�@NICKINGLIS�

NICK.INGLIS@OPTISMO.COM�NICK.INGLIS@IGKIT.COM

NICKINGLIS

WHAT WE’LL COVER

THE QUICKEST WINS

UNDERSTANDING THE POTENTIAL

LONG TERM STRATEGY

WHAT WE’LL COVER

BEFORE WE START

BEFORE WE START

BEFORE WE START

Type your answer in the �“Questions” box in GoToWebinar.�

We’ll review your answers near the end of the presentation.

THE QUICKEST�WINS

INFORMATION�GOVERNANCE

QUICK�WINS

DEFINING A “QUICK WIN”

DEFINING A “QUICK WIN”

MUST �MEET� CRITERIA… 3

DEFINING A “QUICK WIN”

DEFINING A “QUICK WIN”

DEFINING A “QUICK WIN”

DEFINING A “QUICK WIN”

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

DEFINING A “QUICK WIN”

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

DEFINING A “QUICK WIN”

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

IGINITIATIVE PROJECTS

IGINITIATIVE PROJECTS

IGINITIATIVE PROJECTS

IGINITIATIVE PROJECTS

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

IGINITIATIVE PROJECTS

IGINITIATIVE PROJECTS

•   De-duplicate content •   Re-classify content

UNDER-STANDING�THE�POTENTIAL

INFORMATION�GOVERNANCE

QUICK�WINS

DEFENSIBLE DELETION

DATA CLEANUP

DE-DUPLICATE CONTENT

RECLASSIFY CONTENT

LONG TERM�STRATEGY

INFORMATION�GOVERNANCE

QUICK�WINS

WHY CARE ABOUT QUICK WINS?

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

HELPS IDENTIFY

POTENTIAL EXECUTIVE SPONSORS

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

HELPS FUTURE BUSINESS CASE FOR

INFORMATION GOVERNANCE

HELPS IDENTIFY

POTENTIAL EXECUTIVE SPONSORS

THE GOAL OF QUICK WINS

THE GOAL OF QUICK WINS

THE GOAL OF QUICK WINS

/RECAP

/RECAP

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

/RECAP

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

•   De-duplicate content •   Re-classify content

/RECAP

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

•   De-duplicate content •   Re-classify content

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

HELPS FUTURE BUSINESS CASE FOR

INFORMATION GOVERNANCE

HELPS IDENTIFY

POTENTIAL EXECUTIVE SPONSORS

/RECAP

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

•   De-duplicate content •   Re-classify content

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

HELPS FUTURE BUSINESS CASE FOR

INFORMATION GOVERNANCE

HELPS IDENTIFY

POTENTIAL EXECUTIVE SPONSORS THE GOAL OF QUICK WINS: �

Information Governance | Information Management | Change Management | Records Management |

Business Process Management | Strategy Development | Process Improvement | User Adoption | Needs

Analysis | RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information

Governance | Information Management | Change Management | Records Management | Business

Process Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis |

RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance

| Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching |

NICK INGLIS CEO, OPTISMO / IGKIT

INFORMATION�GOVERNANCE

QUICK�WINS

Information Governance | Information Management | Change Management | Records Management |

Business Process Management | Strategy Development | Process Improvement | User Adoption | Needs

Analysis | RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information

Governance | Information Management | Change Management | Records Management | Business

Process Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis |

RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance

| Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching |

NICK INGLIS CEO, OPTISMO / IGKIT

QUESTIONS?

Information Governance | Information Management | Change Management | Records Management |

Business Process Management | Strategy Development | Process Improvement | User Adoption | Needs

Analysis | RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information

Governance | Information Management | Change Management | Records Management | Business

Process Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis |

RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance

| Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching |

NICK INGLIS CEO, OPTISMO / IGKIT

THANKYOU

Information Governance | Information Management | Change Management | Records Management |

Business Process Management | Strategy Development | Process Improvement | User Adoption | Needs

Analysis | RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information

Governance | Information Management | Change Management | Records Management | Business

Process Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis |

RFP Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance

| Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching | Information Governance |

Information Management | Change Management | Records Management | Business Process

Management | Strategy Development | Process Improvement | User Adoption | Needs Analysis | RFP

Development | Vendor Selection | Policy Review | Individualized Coaching |

NICK INGLIS CEO, OPTISMO / IGKIT

INFORMATION�GOVERNANCE

QUICK�WINS

YOUR INFORMATION: OPTIMIZED.™