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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. Cover
  2. Halftitle
  3. Title
  4. Copyright
  5. Dedication
  6. Contents
  7. Preface
  8. Acknowledgment
  9. About the Author
  10. Introduction
  11. Chapter 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
  12. Chapter 2 Exploring the Challenges
    1. Gloomy Scenarios, Tipping Points, and Flat Worlds
      1. Gloomy Scenarios
      2. Tipping Points
      3. Flat worlds and Other New Challenges
    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
  13. Chapter 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
  14. Chapter 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
  15. Chapter 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
  16. Chapter 6 A Case for the Case
    1. Complementing Business Alignment
    2. The IVC—Lets 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
  17. Chapter 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
  18. Chapter 8 The Economic Conundrum of Information
    1. Relative Methods
    2. Summary
  19. Chapter 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
  20. Chapter 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
    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
  21. Chapter 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
  22. Chapter 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
  23. Chapter 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
  24. Chapter 14 Final Words for Part 1
    1. Top Three Success Factors for EIM
    2. Top Five EIM Concepts
    3. Summary
  25. Chapter 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
  26. Chapter 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
    4. EIM Deliverables
      1. EIM Methodology Examples
    5. Summary
  27. Chapter 17 Initiating the EIM Program Design
    1. Initiation
    2. More on the Type of Assessment
    3. A Moment for Consultants
    4. Sometime 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
  28. Chapter 18 How to Read the Phase Chapters
  29. Chapter 19 Assessments
    1. Activity: Information Maturity
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: Change Capacity
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: Business Readiness
    4. Activity Summary
      1. Business Benefits and Ramifications
      2. Approach Considerations
      3. Sample Output
    5. Activity: Data and Content Quality Assessment
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    6. Activity: Collaborative Readiness
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    7. Summary
  30. Chapter 20 Alignment
    1. Activity: Business Discovery
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: Business Information Levers
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: Business Alignment
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    4. Activity: Preliminary Business Case
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    5. Summary
  31. Chapter 21 Vision for EIM
    1. Activity: Business EIM Vision
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: Preliminary Business Information Requirements (BIRs)
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: Preliminary Business Model
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    4. Activity: EIM Business Case
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    5. Summary
  32. Chapter 22 Business Model
    1. Activity: Refined Business Model
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: Business Metrics and BIR Model
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: Detailed Scenarios/Usage
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    4. Activity: Preliminary Information Taxonomy
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    5. Summary
  33. Chapter 23 Architecture Part 1
    1. Activity: Enterprise Metrics Architecture
      1. Metrics and Information Requirements Characteristics
      2. Activity Summary
      3. Business Benefits and Ramifications
      4. Approach Considerations
      5. Sample Output
    2. Activity: Information Applications Frameworks
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: Business Data and Content Management Architecture
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output—Farfel
    4. Summary
  34. Chapter 24 Architecture Part 2
    1. Activity: Data Governance Architecture
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: Information Value Chain Architecture
      1. Activity Summary
      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
  35. Chapter 25 Architecture Part 3
    1. Activity: Community/Social Network Architecture
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: Enterprise Taxonomy
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Summary
  36. Chapter 26 Road Map
    1. Activity: Applications Road Map
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    2. Activity: EIM Organization
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: Data Governance Roll Out
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
    4. Activity: Sustaining Requirements
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    5. Summary
  37. Chapter 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
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    3. Activity: EIM Progress Metrics
      1. Activity Summary
      2. Business Benefits and Ramifications
      3. Approach Considerations
      4. Sample Output
    4. Activity: EIM Program Management
      1. Activity Summary
      2. Business Benefits and Ramifications
  38. Chapter 28 Measuring EIM and the Value of Information
    1. Metrics for EIM
    2. Financial Valuations
      1. Accounting Primer
    3. The Subjective Value Technique
    4. Summary
  39. Chapter 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
  40. Chapter 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
  41. Appendix A Initiation Phase Summary and Work Products
  42. Appendix B Assessment Phase Summary and Work Products
  43. Appendix C Alignment Phase Summary and Work Products
  44. Appendix D Vision Phase Summary and Work Products
  45. Appendix E Business Model Phase Summary and Work Products
  46. Appendix F Architectures Phase Summary and Work Products
  47. Appendix G Road Map Phase Summary and Work Products
  48. Appendix H Sustaining Phase Summary and Work Products
  49. EIM Topics Bibliography
  50. Index