10 Steps Toward Information Governance Nirvana

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Session Title

10 Steps Toward Information Governance NirvanaChristian BuckleyChief Evangelist @Metalogix#InfoGovCon

Christian BuckleyChief Evangelist & SharePoint MVPMetalogixwww.buckleyplanet.com@buckleyplanetcbuck@metalogix.com

How important is governance in your organization/company today?Do you know who has access to what information?Do you treat your financial or legal records the same as other content?Do you know who has accessed this information?Are you subject to compliance regulations?#InfoGovCon


If there was a security breach, who would be held responsible?Do you regularly run audits on usage, security, content, or permissions?What reports are available to your management team and front line managers?Are you regularly auditing your systems?What does your change management process look like today? #InfoGovCon


Fractured policies and proceduresQuestions about policy authority/ownershipNo clear path for enforcement

What does governance look like in your organization?

Governance is about taking action to help your team organize, optimize, and manage your systems and resources.

From a practical standpoint, governance means:Logins workData is secureSystem performs wellMetadata appliedEnd users can quickly find their contentStorage is optimizedContent lifecycles in place, regularly reviewedLegal and regulatory requirements being met

What is driving this change in your organization?

Dont just slap some lipstick on a pig

Business NeedServiceGOVERNANCEGovernance is the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organization's business divisions and IT teams cooperate to achieve business goals.

Identify requirementsMap requirements to SharePoint functionalityMake the difficult decisionsOngoing operations managementBusiness NeedService

RequirementsBusiness GoalsInitiativesWorkloadsBUInitiativesWorkloadsBULaws and RegulationsOrganizational ConstraintsSystem LimitationsGathering Requirements is SimpleThe Foreign Account Tax Compliance ActPCI ComplianceeDiscovery rulesDashboards and reportingAuditingChange ManagementThreshholdsPerformanceGeographiesFeatures

And then theres the issue of end user education

Develop an information governance framework

1. Clearly define your business goals

2. Understand the target workloads

3. Be clear on the laws and regulations

4. Understand your organizational constraintsx

5. Know Your system limitations

6. Define your roles and responsibilities

7. Build out management tools and processes

8. Automate

9. Establish monitoring and change management

10. Have a communication strategy

Three components to your strategy:


Office Summit 2013 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.9/8/2014 11:19 AM33

Best PracticesMake governance a priorityLook at your systems holistically (a business view), regardless of where the servers sitClarify and document your permissions, information architecture, templates, content types, taxonomy -- and ownership of eachDefine what policies, procedures, and metrics are needed to manage your environment, and then look at what is possible across your various tools and platforms

What is required?What can be automated?Who manages each site, tool, and system?Do the standards change across teams or tools?What roles and permissions are in place?How transparent does it need to be?What is your ongoing change management and review model?Ask yourself:

Thank you!www.buckleyplanet.com@buckleyplanetcbuck@metalogix.com