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YOUR INFORMATION: OPTIMIZED.

Information Governance Quick Wins

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Page 1: Information Governance Quick Wins

YOUR INFORMATION: OPTIMIZED.™

Page 2: Information Governance Quick Wins

CTO, OPTISMO / IGKIT THE INFORMATION GOVERNANCE

CONFERENCE (INFOGOVCON) AMERICAN HOME & PROPERTY, LLC

EDWARD ALLEN GROUP

CONTACT:�@RICHMESQUITA�

[email protected][email protected]

RICHMESQUITA

Page 3: Information Governance Quick Wins
Page 4: 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

INFORMATION�GOVERNANCE

QUICK�WINS

Page 5: 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�

[email protected][email protected]

NICKINGLIS

Page 6: Information Governance Quick Wins

WHAT WE’LL COVER

Page 7: Information Governance Quick Wins

THE QUICKEST WINS

UNDERSTANDING THE POTENTIAL

LONG TERM STRATEGY

WHAT WE’LL COVER

Page 8: Information Governance Quick Wins

BEFORE WE START

Page 9: Information Governance Quick Wins

BEFORE WE START

Page 10: Information Governance Quick Wins

BEFORE WE START

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

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

Page 11: Information Governance Quick Wins

THE QUICKEST�WINS

INFORMATION�GOVERNANCE

QUICK�WINS

Page 12: Information Governance Quick Wins

DEFINING A “QUICK WIN”

Page 13: Information Governance Quick Wins

DEFINING A “QUICK WIN”

MUST �MEET� CRITERIA… 3

Page 14: Information Governance Quick Wins

DEFINING A “QUICK WIN”

Page 15: Information Governance Quick Wins

DEFINING A “QUICK WIN”

Page 16: Information Governance Quick Wins

DEFINING A “QUICK WIN”

Page 17: Information Governance Quick Wins

DEFINING A “QUICK WIN”

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 18: Information Governance Quick Wins

DEFINING A “QUICK WIN”

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 19: Information Governance Quick Wins

DEFINING A “QUICK WIN”

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 20: Information Governance Quick Wins

IGINITIATIVE PROJECTS

Page 21: Information Governance Quick Wins

IGINITIATIVE PROJECTS

Page 22: Information Governance Quick Wins

IGINITIATIVE PROJECTS

Page 23: Information Governance Quick Wins

IGINITIATIVE PROJECTS

Page 24: Information Governance Quick Wins

IGINITIATIVE PROJECTS

Page 25: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 26: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 27: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 28: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 29: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 30: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 31: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 32: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 33: Information Governance Quick Wins

IGINITIATIVE PROJECTS

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 34: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 35: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 36: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 37: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 38: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 39: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 40: Information Governance Quick Wins

IGINITIATIVE PROJECTS FAST

EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 41: Information Governance Quick Wins

IGINITIATIVE PROJECTS

Page 42: Information Governance Quick Wins

IGINITIATIVE PROJECTS

•   De-duplicate content •   Re-classify content

Page 43: Information Governance Quick Wins

UNDER-STANDING�THE�POTENTIAL

INFORMATION�GOVERNANCE

QUICK�WINS

Page 44: Information Governance Quick Wins

DEFENSIBLE DELETION

Page 45: Information Governance Quick Wins

DATA CLEANUP

Page 46: Information Governance Quick Wins

DE-DUPLICATE CONTENT

Page 47: Information Governance Quick Wins

RECLASSIFY CONTENT

Page 48: Information Governance Quick Wins

LONG TERM�STRATEGY

INFORMATION�GOVERNANCE

QUICK�WINS

Page 49: Information Governance Quick Wins

WHY CARE ABOUT QUICK WINS?

Page 50: Information Governance Quick Wins

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

Page 51: Information Governance Quick Wins

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

Page 52: Information Governance Quick Wins

WHY CARE ABOUT QUICK WINS?

THE VALUE

OF QUICK WINS

MAKES INFORMATION GOVERNANCE

BENEFITS VISIBLE

HELPS IDENTIFY

POTENTIAL EXECUTIVE SPONSORS

Page 53: Information Governance Quick Wins

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

Page 54: Information Governance Quick Wins

THE GOAL OF QUICK WINS

Page 55: Information Governance Quick Wins

THE GOAL OF QUICK WINS

Page 56: Information Governance Quick Wins

THE GOAL OF QUICK WINS

Page 57: Information Governance Quick Wins

/RECAP

Page 58: Information Governance Quick Wins

/RECAP

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

Page 59: Information Governance Quick Wins

/RECAP

FAST EXECUTION

IMMEDIATE BENEFIT

ALREADY COVERED

BY EXISTING MANDATE

•   De-duplicate content •   Re-classify content

Page 60: Information Governance Quick Wins

/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

Page 61: Information Governance Quick Wins

/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: �

Page 62: 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

INFORMATION�GOVERNANCE

QUICK�WINS

Page 63: 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?

Page 64: 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

THANKYOU

Page 65: 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

INFORMATION�GOVERNANCE

QUICK�WINS

Page 66: Information Governance Quick Wins

YOUR INFORMATION: OPTIMIZED.™

Page 67: Information Governance Quick Wins