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Making Enterprise Information Management (EIM) Work for Business

Book Description

Making Enterprise Information Management (EIM) Work for Business: A Guide to Understanding Information as an Asset provides a comprehensive discussion of EIM. It endeavors to explain information asset management and place it into a pragmatic, focused, and relevant light.
The book is organized into two parts. Part 1 provides the material required to sell, understand, and validate the EIM program. It explains concepts such as treating Information, Data, and Content as true assets; information management maturity; and how EIM affects organizations. It also reviews the basic process that builds and maintains an EIM program, including two case studies that provide a birds-eye view of the products of the EIM program. Part 2 deals with the methods and artifacts necessary to maintain EIM and have the business manage information. Along with overviews of Information Asset concepts and the EIM process, it discusses how to initiate an EIM program and the necessary building blocks to manage the changes to managed data and content.

      *Organizes information modularly, so you can delve directly into the topics that you need to understand *Based in reality with practical case studies and a focus on getting the job done, even when confronted with tight budgets, resistant stakeholders, and security and compliance issues. *Includes applicatory templates, examples, and advice for executing every step of an EIM program.

      Table of Contents

      1. Copyright
        1. Dedication
      2. Preface
        1. Reference
      3. Acknowledgment
      4. About the Author
        1. The Illustrator
      5. Introduction
        1. Reference
      6. 1. The Asset Called Information
        1. Formal Asset Treatment
        2. EIM and IAM Explained
        3. An Example
        4. Content as Lubricant
        5. Content as Fuel
        6. Change
        7. Definitions to Go Forward
        8. Value Proposition Please
        9. EIM Vision
        10. Summary
        11. References
      7. 2. Exploring the Challenges
        1. Gloomy Scenarios, Tipping Points, and Flat Worlds
          1. Gloomy Scenarios
            1. Scenario One
            2. Scenario Two
            3. Scenario Three
            4. Scenario Four
          2. Tipping Points
          3. Flat Worlds and Other New Challenges
            1. New Ways—Old Sins
            2. Mission Critical Spreadsheets and Shadow IT
            3. A New Twist on Data Quality
            4. Flat World
        2. The Dominant Issues
        3. How Does Asset Treatment Deal with These?
        4. A Day in the Life
        5. Avoiding the Scenarios
          1. Convergence
          2. Principles
          3. Value
        6. Summary
        7. References
      8. 3. Information Management Maturity
        1. IMM—Basic Way to Look at Usage
        2. Perspectives on Maturity
          1. Usage and Content Basis
          2. Capability Basis
          3. Organization Basis
          4. Assessment Instruments
        3. Summary
        4. References
      9. 4. The Business Model
        1. EIM—The Business Model
        2. EIM Building Blocks
        3. EIM Program Fundamentals
          1. The Combined View—“A Day-in-the-Life”
        4. EIM Organization
          1. Do Right Things—The Things—Do Things Right
          2. Logistics
        5. Summary
        6. References
      10. 5. EIM Alignment
        1. How Do EIM Objectives Tie to Business Goals?
        2. Transparency and Planning
        3. Turning Business Objectives into EIM Drivers
        4. Aligning EIM Program Objectives
        5. Summary
        6. Reference
      11. 6. A Case for the Case
        1. Complementing Business Alignment
        2. The IVC—Let’s Beat Up Another Metaphor!
        3. Other Aspects of the “Sell”
        4. Key IT and Business Considerations
        5. Components of the Case for the Case
          1. Vision
          2. Risk Statements
          3. Business Alignment
          4. Costs of Data Quality
          5. Costs of Missed Opportunities
          6. Obstacles, Impacts, and Changes
          7. Presentation of the Case
        6. Summary
        7. Reference
      12. 7. The EIM Business Case
        1. Alignment
        2. ROI
        3. Nuts and Bolts—Business Area
        4. Nuts and Bolts—IT Efficiency Area
        5. Nuts and Bolts—Risk Management Area
        6. Summary
      13. 8. The Economic Conundrum of Information
        1. Relative Methods
        2. Summary
        3. References
      14. 9. An Overview of the Process
        1. Assessments—Understanding Capability and Readiness
        2. Alignment—Aligning EIM to the Business
        3. Vision—Create the Vision “Day in the Life”
        4. Business Model—EIM and Business Impact
        5. Architectures—The Blueprint for EIM
        6. Road Map—The Roll-out Strategy to Achieve IAM
        7. Sustaining—Keep EIM Adding Value, Change your Behavior, and Manage Behavior
        8. Summary
        9. Reference
      15. 10. Sustaining EIM and Culture Change
        1. Common EIM Scenarios
          1. Industry A—Energy
          2. Industry B—Retail
          3. Industry C—Government Agency
        2. Root Causes
          1. Human Behavior
            1. Human Dynamics
            2. Information Maturity
            3. Governance
        3. Formal Change Management
        4. A Little More About Resistance
        5. A Basic Change Management Process
          1. Build the Change Team
          2. Conduct an Analysis of the Project’s Potential Impact on the Organization
          3. Build a Strong Sponsorship Coalition in Support of EIM
          4. Plan and Execute a Comprehensive Change Strategy
        6. Communications—A Few Thoughts
        7. Business Case for Change Management
        8. Organization Charts, Roles, and Responsibilities
        9. Summary
        10. References
      16. 11. Sustain EIM and Business Alignment
        1. Measuring EIM and IAM
          1. Measuring Business Results
          2. Key Performance Indicators (KPIs)
          3. Pro Forma or Potential Risk Metrics
        2. Measuring EIM Success
          1. Data Quality
          2. EIM/IAM Efficiency Metrics
          3. Data Governance Metrics for Sustaining
          4. EIM Progress Metrics
        3. Measuring the Pro Forma Value of Content
          1. Generally Accepted Information Principles™
          2. Revisiting Business Alignment
        4. Ongoing Activity
        5. Summary
        6. References
      17. 12. Sustaining EIM and the Organization
        1. Executive Considerations for EIM
          1. Accountability
          2. Data Governance
          3. Organization Charts
          4. Who is Affected?
          5. Organization Chart Creativity
          6. Controls and Compliance
        2. Summary
        3. Reference
      18. 13. Placing EIM into Real Context
        1. Case Studies
        2. Case Study—UBETCHA Insurance
          1. Background for UIC
          2. UIC Case Approach
          3. Facts from Data Collection
          4. EIM Assessments
          5. EIM Alignment
          6. EIM Vision
          7. EIM Business Model
          8. EIM Architecture
          9. EIM Road Map
          10. EIM Sustaining Plan
        3. Case Study—Farfel Emporium
          1. Farfel Emporiums Background
          2. Farfel Emporiums Case Approach
          3. Facts from Data Collection
          4. EIM Assessments
          5. EIM Alignment
          6. EIM Vision
          7. EIM Business Model
          8. EIM Architecture
          9. EIM Road Map
          10. EIM Sustaining Plan
        4. Summary
      19. 14. Final Words for Part 1
        1. Top Three Success Factors for EIM
        2. Top Five EIM Concepts
        3. Summary
      20. 15. Introduction to Part 2: EIM Overview for Managers
        1. Make it So
        2. Information Asset Management
          1. Philosophies and Principles
        3. Enterprise Information Management
        4. What Does it Look Like?
        5. Summary
        6. References
      21. 16. EIM Program Design Overview
        1. The Nature of EIM Development
        2. Our EIM “Methodology” Structure
          1. High-Level View of the EIM Design and Deployment Process
        3. EIM Process Concepts
          1. The Cumulative, Living Flow of EIM Work Products
          2. The Concept of Auditable Design
            1. Metrics and Requirements Modeling
            2. The Concept of Logistics and IVCs
        4. EIM Deliverables
          1. EIM Methodology Examples
        5. Summary
        6. References
      22. 17. Initiating the EIM Program Design
        1. Initiation
        2. More on the Type of Assessment
        3. A Moment for Consultants
        4. Sometimes You Have to Sell EIM to Sell EIM
          1. Some Helpful Topics
          2. Factors in Customizing the Approach
        5. Major Deliverables from Initiation
        6. The EIM Team
          1. Analyst Functions
          2. Modeling and Artifact Functions
          3. EIM Program Manager(s)
          4. EIM Leadership
        7. Rough Estimates
        8. Summary
        9. References
      23. 18. How to Read the Phase Chapters
      24. 19. Assessments
        1. Activity: Information Maturity
          1. Activity Summary (Table 19.3)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Change Capacity
          1. Activity Summary (Table 19.4)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Business Readiness
          1. Activity Summary (Table 19.5)
          2. Business Benefits and Ramifications
          3. Approach Consideration
          4. Sample Output
        4. Activity: Data and Content Quality Assessment
          1. Activity Summary (Table 19.7)
          2. Business Benefits and Ramifications
          3. Approach Consideration
          4. Sample Output
        5. Activity: Collaborative Readiness
          1. Activity Summary (Table 19.8)
          2. Business Benefits and Ramifications
          3. Approach Consideration
          4. Sample Output
        6. Summary
        7. References
      25. 20. Alignment
        1. Activity: Business Discovery
          1. Activity Summary (Table 20.1)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Business Information Levers
          1. Activity Summary (Table 20.4)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Business Alignment
          1. Activity Summary (Table 20.7)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output (Table 20.8) (Figure 20.4)
        4. Activity: Preliminary Business Case
          1. Activity Summary (Table 20.9)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        5. Summary
        6. Reference
      26. 21. Vision for EIM
        1. Activity: Business EIM Vision
          1. Activity Summary (Table 21.1)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Preliminary Business Information Requirements (BIRs)
          1. Activity Summary (Table 21.2)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Preliminary Business Model
          1. Activity Summary (Table 21.5)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        4. Activity: EIM Business Case
          1. Activity Summary (Table 21.6)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        5. Summary
        6. References
      27. 22. Business Model
        1. Activity: Refined Business Model
          1. Activity Summary (Table 22.1)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Business Metrics and BIR Model
          1. Activity Summary (Table 22.3)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Detailed Scenarios/Usage
          1. Activity Summary (Table 22.6)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        4. Activity: Preliminary Information Taxonomy
          1. Activity Summary (Table 22.7)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        5. Summary
      28. 23. Architecture Part 1
        1. Activity: Enterprise Metrics Architecture
          1. Metrics and Information Requirements Characteristics
          2. Activity Summary (Table 23.4)
          3. Business Benefits and Ramifications
          4. Approach Considerations
          5. Sample Output
        2. Activity: Information Applications Frameworks
          1. Activity Summary (Table 23.7)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Business Data and Content Management Architecture
          1. Activity Summary (Table 23.8)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output—Farfel (Table 23.9)
        4. Summary
        5. References
      29. 24. Architecture Part 2
        1. Activity: Data Governance Architecture
          1. Activity Summary (Table 24.2)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Information Value Chain Architecture
          1. Activity Summary (Table 24.4)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Data Quality Architecture
          1. Activity Summary
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        4. Summary
        5. References
      30. 25. Architecture Part 3
        1. Activity: Community/Social Network Architecture
          1. Activity Summary (Table 25.1)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Enterprise Taxonomy
          1. Activity Summary (Table 25.2)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Summary
        4. Reference
      31. 26. Road Map
        1. Activity: Applications Road Map
          1. Activity Summary (Table 26.1)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: EIM Organization
          1. Activity Summary (Table 26.3)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: Data Governance Roll Out
          1. Activity Summary (Table 26.6)
          2. Business Benefits and Ramifications
          3. Approach Considerations
        4. Activity: Sustaining Requirements
          1. Activity Summary (Table 26.7)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        5. Summary
        6. References
      32. 27. Sustaining EIM
        1. Activity: Sustaining Activity
          1. Activity Summary
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        2. Activity: Organizational Roll Out
          1. Activity Summary (Table 27.6)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        3. Activity: EIM Progress Metrics
          1. Activity Summary (Table 27.7)
          2. Business Benefits and Ramifications
          3. Approach Considerations
          4. Sample Output
        4. Activity: EIM Program Management
          1. Activity Summary (Table 27.8)
          2. Business Benefits and Ramifications
        5. Reference
      33. 28. Measuring EIM and the Value of Information
        1. Metrics for EIM
        2. Financial Valuations
          1. Accounting Primer
            1. Information on Financial Statements
            2. Basic Inventory Concepts
        3. The Subjective Value Technique
        4. Summary
        5. References
      34. 29. Down the Road
        1. Periodic Road Map Refresh
          1. Revisiting Business Alignment
          2. Sustaining Requirements
          3. Architecture Element Changes
        2. Improvement in IMM
          1. New Organization Behaviors
          2. New Elements for EIM
        3. Summary
          1. Old State
          2. Middle Transition State
          3. New State
        4. References
      35. 30. Final Word
        1. EIM Building Blocks Redux
          1. Business Model
          2. Information Handling and Use
          3. Information Life Cycle
          4. Applications
          5. Technology
          6. Organization
          7. Compliance
          8. Enterprise “DNA”
          9. Culture
          10. Governance
          11. Managed Content
        2. Summary
      36. A. Initiation Phase Summary and Work Products
        1. Initiation Activity Work Product Overview (Table A.1)
        2. Initiation Templates
          1. Overall EIM Program Development Work Breakdown Structure (Table A.2)
      37. B. Assessment Phase Summary and Work Products
        1. Initiation Activity Work Product Overview (Table B.1)
        2. Information Maturity Survey Template/Core Questions (Table B.2)
        3. Change Capacity Survey Template (Table B.3)
        4. Business Readiness Survey Template (Table B.4)
      38. C. Alignment Phase Summary and Work Products
        1. Alignment Activity Work Product Overview (Table C.1)
        2. Alignment Matrix: Goals to Objectives Template (Table C.2)
        3. Alignment Matrix: Value Levers Template (Table C.3)
        4. Alignment Matrix: Information Levers/Usage (Table C.4)
      39. D. Vision Phase Summary and Work Products
        1. Vision Activity Work Product Overview (Tables D.1 and D.2)
      40. E. Business Model Phase Summary and Work Products
        1. Business Model Work Product Overview (Table E.1)
        2. Metrics and BIR Template (Table E.2)
      41. F. Architectures Phase Summary and Work Products
        1. Architecture Work Product Overview (Table F.1)
        2. EIM BIR Metric Characteristic Score Sheet (Table F.2)
        3. MART Analysis Templates
      42. G. Road Map Phase Summary and Work Products
        1. Road Map Work Product Overview (Table G.1)
        2. EIM Road Map and Applications Description Outline Template (Tables G.3 and G.4)
      43. H. Sustaining Phase Summary and Work Products
        1. Sustaining Work Product Overview (Table H.1)
        2. Generic Training Needs Assessment
        3. Generic Change Management Plan Template (Table H.3)
      44. EIM Topics Bibliography