halsm june 19 2013 finalcopy

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Presentation to Houston Association of Litigation Support Managers on June 19, 2013. An Articulate copy, with audio, available at www.LiipfertConsulting.com

TRANSCRIPT

An Information Governance Perspective of the EDRM

Houston Association of Litigation Support Managers

Christian LiipfertJune 2013

Creative Commons US Attribution Non-Commercial Share Alike License 3.0 Unported

Christian Liipfert Consulting, LLC June 2013 2

Christian Liipfert Consulting, LLC June 2013 3

Christian Liipfert Consulting, LLC June 2013 4

Three Points

• Information• Management• Governance

Christian Liipfert Consulting, LLC June 2013 5

Information Management

Information

Management

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Documents

Recor

ds

eMai

l

eDocuments

Structured dataVoice mail

Copies

psts

SharePoint

Photo

graphs

Video

Twitte

r

Text messages

Models

Backup tapes

Off-site

sto

rage

Priv

ilege

d

Confidentia

l

Trade secrets

Personal

HR stuff

Networ

k sh

ares

Exte

rnal

med

ia

IMs

Blogs

Wikis

Facebook

LinkedInSmart phones

Data warehouses

Home computer

Thumb drivesCCTV

Building access records

MicrofichePDFs

DumpsterRecycle bin

DVDs

CDs

Gmai

l Hot

mai

l

Legacy stuffM

etadat

a

Operations data

Conversations

Finan

cial

s

Projects

TaxMaintenance records

Post-Its™

Contract

s

Vendors

CustomersDrafts

Lunch invites

Calendars

InvoicesPay

roll

Corporate

Notes

Cloud

Information Management

Instagram

Yammer

Webinars

Information

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Information Management

Information

Management

Stuff

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Information Management

Information

Management

Stuff

Legal

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Information Management

Information

Management

Stuff

LegalCompliance

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Information Management

Information

Management

Stuff

Financial

LegalCompliance

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Information Management

Information

Management

Stuff

Records

Financial

LegalCompliance

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Information Management

Information

Management

Stuff

Records

Privacy

Financial

LegalCompliance

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Information Management

Information

Management

Stuff

Records

Document

Privacy

Contracts

Financial

Operations

Legal

Health & Safety

Compliance

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

Contracts

Financial

Operations

Legal

Health & Safety

Compliance

Projects

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

Contracts

Financial

OperationsIP (theirs)

Legal

Health & Safety

Compliance

Projects

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

IP (yours)

Contracts

Financial

OperationsIP (theirs)

Legal

Health & Safety

Compliance

Projects

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

IP (yours)

Contracts

Financial

OperationsIP (theirs)

Legal

Health & Safety

Compliance

ITProjects

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

IP (yours)

Security

Contracts

Financial

OperationsIP (theirs)

Legal

Health & Safety

Compliance

ITProjects

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

IP (yours)

Security

Contracts

ContactsFinancial

OperationsIP (theirs)

Legal

Health & Safety

Compliance

ITProjects

Crisis

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Information Management

Information

Management

Stuff

Records

Document

Privacy

IP (yours)

Security

Content

Contracts

ContactsFinancial

OperationsIP (theirs)

Legal

Health & Safety

Compliance

ITProjects

Crisis

Christian Liipfert Consulting, LLC June 2013 21

Information Management

Information

Management

Stuff

Records

Document

Privacy

IP (yours)

Security

Content

Contracts

ContactsFinancial

OperationsIP (theirs)

Knowledge Legal

Health & Safety

Compliance

ITProjects

Crisis

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Information Management

Information

Management

Stuff

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Governance

• What is it?• Where is it?• How does it apply to Information

Management?

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Governance defined (1)

• Governance is the act of governing. It relates to decisions that define expectations, grant power, or verify performance. ….

• In the case of a business …, governance relates to consistent management, cohesive policies, guidance, processes and decision-rights for a given area of responsibility. For example, managing at a corporate level might involve evolving policies on privacy, on internal investment, and on the use of data.

• To distinguish the term governance from government: "governance" is what a "governing body" does.

Wikipedia June 18, 2013 (emphasis in original)

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Governance defined (2)

• It’s what Boards do– Hire and fire management– Delegate power– Assess risk– Establish policy– Verify performance– Report to shareholders

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Information Management

Information

Management

Stuff

Board

Establish policyAssess risk Verify performance

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Information Management

Information

Management

Stuff

Board

Establish policyAssess risk Verify performance

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Christian LiipfertChristian Liipfert Consulting, LLCwww.LiipfertConsulting.com

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