Making Enterprise Information Management (EIM) Work for Business

PrefaceAcknowledgmentAbout the AuthorIntroductionChapter 1 The Asset Called Information Formal Asset Treatment EIM and IAM Explained An Example Content as Lubricant Content as Fuel Change Definitions to Go Forward Value Proposition Please EIM Vision SummaryChapter 2 Exploring the Challenges Gloomy Scenarios, Tipping Points, and Flat Worlds Gloomy Scenarios Tipping Points Flat worlds and Other New Challenges The Dominant Issues How Does Asset Treatment Deal with These? A Day in the Life Avoiding the Scenarios Convergence Principles Value SummaryChapter 3 Information Management Maturity IMM — Basic Way to Look at Usage Perspectives on Maturity Usage and Content Basis Capability Basis Organization Basis Assessment Instruments SummaryChapter 4 The Business Model EIM — The Business Model EIM Building Blocks EIM Program Fundamentals The Combined View — "A Day-in-the-Life" EIM Organization Do Right Things — The Things — Do Things Right Logistics SummaryChapter 5 EIM Alignment How Do EIM Objectives Tie to Business Goals? Transparency and Planning Turning Business Objectives into EIM Drivers Aligning EIM Program Objectives SummaryChapter 6 A Case for the Case Complementing Business Alignment The IVC — Lets Beat up Another Metaphor! Other Aspects of the Sell Key IT and Business Considerations Components of the Case for the Case Vision Risk Statements Business Alignment Costs of Data Quality Costs of Missed Opportunities Obstacles, Impacts and Changes Presentation of the Case SummaryChapter 7 The EIM Business Case Alignment ROI Nuts and Bolts — Business Area Nuts and Bolts — IT Efficiency Area Nuts and Bolts — Risk Management Area SummaryChapter 8 The Economic Conundrum of Information Relative Methods Summary Chapter 9 An Overview of the Process Assessments — Understanding Capability and Readiness Alignment — Aligning EIM to the Business Vision — Create the Vision Day in the Life Business Model — EIM and Business Impact Architectures — The Blueprint for EIM Road Map — The Roll-out Strategy to Achieve IAM Sustaining — Keep EIM Adding Value, Change your Behavior, and Manage Behavior SummaryChapter 10 Sustaining EIM and Culture Change Common EIM Scenarios Industry A — Energy Industry B — Retail Industry C — Government Agency Root Causes Human Behavior Formal Change Management A Little More About Resistance A Basic Change Management Process Build the Change Team Conduct an Analysis of the Projects Potential Impact on the Organization Build a Strong Sponsorship Coalition in Support of EIM Plan and Execute a Comprehensive Change Strategy Communications — A Few Thoughts Business Case for Change Management Organization Charts, Roles, and Responsibilities SummaryChapter 11 Sustain EIM and Business Alignment Measuring EIM and IAM Measuring Business Results Key Performance Indicators (KPIs) Pro Forma or Potential Risk Metrics Measuring EIM Success Data Quality EIM/IAM Efficiency Metrics Data Governance Metrics for Sustaining EIM Progress Metrics Measuring the Pro Forma Value of Content Generally Accepted Information Principles™ Revisiting Business Alignment Ongoing Activity SummaryChapter 12 Sustaining EIM and the Organization Executive Considerations for EIM Accountability Data Governance Organization Charts Who is Affected? Organization Chart Creativity Controls and Compliance SummaryChapter 13 Placing EIM into Real Context Case Studies Case Study — UBETCHA Insurance Background for UIC UIC Case Approach Facts from Data Collection EIM Assessments EIM Alignment EIM Vision EIM Business Model EIM Architecture EIM Road Map EIM Sustaining Plan Case Study — Farfel Emporium Farfel Emporiums Background Farfel Emporiums Case Approach Facts from Data Collection EIM Assessments EIM Alignment EIM Vision EIM Business Model EIM Architecture EIM Road Map EIM Sustaining Plan SummaryChapter 14 Final Words for Part 1 Top Three Success Factors for EIM Top Five EIM Concepts SummaryChapter 15 Introduction to Part 2: EIM Overview for Managers Make It So Information Asset Management Philosophies and Principles Enterprise Information Management What Does it Look Like? SummaryChapter 16 EIM Program Design Overview The Nature of EIM Development Our EIM Methodology Structure High-Level View of the EIM Design and Deployment Process EIM Process Concepts The Cumulative, Living Flow of EIM Work Products The Concept of Auditable Design EIM Deliverables EIM Methodology Examples SummaryChapter 17 Initiating the EIM Program Design Initiation More on the Type of Assessment A Moment for Consultants Sometime you Have to Sell EIM to Sell EIM Some Helpful Topics Factors in Customizing the Approach Major Deliverables from Initiation The EIM Team Analyst Functions Modeling and Artifact Functions EIM Program Manager(s) EIM Leadership Rough Estimates SummaryChapter 18 How to Read the Phase ChaptersChapter 19 Assessments Activity: Information Maturity Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Change Capacity Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Business Readiness Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Data and Content Quality Assessment Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Collaborative Readiness Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 20 Alignment Activity: Business Discovery Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Business Information Levers Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Business Alignment Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Preliminary Business Case Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 21 Vision for EIM Activity: Business EIM Vision Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Preliminary Business Information Requirements (BIRs) Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Preliminary Business Model Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: EIM Business Case Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 22 Business Model Activity: Refined Business Model Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Business Metrics and BIR Model Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Detailed Scenarios/Usage Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Preliminary Information Taxonomy Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 23 Architecture Part 1 Activity: Enterprise Metrics Architecture Metrics and Information Requirements Characteristics Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Information Applications Frameworks Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Business Data and Content Management Architecture Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output — Farfel SummaryChapter 24 Architecture Part 2 Activity: Data Governance Architecture Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Information Value Chain Architecture Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Data Quality Architecture Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 25 Architecture Part 3 Activity: Community/Social Network Architecture Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Enterprise Taxonomy Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 26 Road Map Activity: Applications Road Map Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: EIM Organization Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Data Governance Roll Out Activity Summary Business Benefits and Ramifications Approach Considerations Activity: Sustaining Requirements Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output SummaryChapter 27 Sustaining EIM Activity: Sustaining Activity Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: Organizational Roll Out Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: EIM Progress Metrics Activity Summary Business Benefits and Ramifications Approach Considerations Sample Output Activity: EIM Program Management Activity Summary Business Benefits and RamificationsChapter 28 Measuring EIM and the Value of Information Metrics for EIM Financial Valuations Accounting Primer The Subjective Value Technique SummaryChapter 29 Down the Road Periodic Road Map Refresh Revisiting Business Alignment Sustaining Requirements Architecture Element Changes Improvement in IMM New Organization Behaviors New Elements for EIM Summary Old State Middle Transition State New StateChapter 30 Final Word EIM Building Blocks Redux Business Model Information Handling and Use Information Life Cycle Applications Technology Organization Compliance Enterprise DNA Culture Governance Managed Content Summary Appendix A Initiation Phase Summary and Work ProductsAppendix B Assessment Phase Summary and Work ProductsAppendix C Alignment Phase Summary and Work ProductsAppendix D Vision Phase Summary and Work ProductsAppendix E Business Model Phase Summary and Work ProductsAppendix F Architectures Phase Summary and Work ProductsAppendix G Road Map Phase Summary and Work ProductsAppendix H Sustaining Phase Summary and Work ProductsEIM Topics BibliographyIndex