case studies in change managementknow your primary retention stakeholder how sharepoint supports ......

Case Studies in Change Management

Andrew SanAgustin, Program Manager (CELA)

“The secret of change is to focus all of your energy,

not on fighting the old, but on building the new.” Socrates

Video

http://www.youtube.com/watch?v=pF82QJz8IWg

The New Normal Uncharted Territory

Change Trajectory

Process People Culture

The Failed Approach

Problem

• Answering quickly, without knowing the

question

Community

• Tented project, no evangelism

Solution

• Boiling the ocean – looking for a needle in a

needle stack

Relations

• No input from user end, estranged

relationship with Systems (power plays)

Agreement

• One sided – no resource/tool collective

bargaining

Fulfillment

• Keeping quiet despite knowing better –

unfulfilled

Mea Culpa

139 37

231

My “Mea Culpa”

“I want you!”

“Let’s collaborate!”

The Success Story

Problem

• Identified the change, learn the business

Community

• Collaborate with the team and IT

Solution

• Review solution options

Relations

• Communication and transparency,

relationship building

Agreement

• Buy-in from end users, IT, IG team

Fulfillment

• Complete support (scalable, sustainable)

Winning Approach

Help yourself before helping others

There will always be a

mixed set of formats

Gatekeepers are

necessary

That’s what

makes it fun!

Ongoing Transformation

Compliance + Strategy = New Records Manager skill set

Understand the business; Be a trusted advisor

Evolving environment, requires need for change

A Plan to Connect

48% 55%

18

The End Result

100% Compliance

The Road Ahead…

Is what you make it

Andrew J. SanAgustin

Q&A

The explosion of devices is eroding the standards-based approach to corporate IT.

Devices

Deploying and managing applications across platforms is difficult.

Apps Data

Users need to be productive while maintaining compliance and reducing risk.

Users expect to be able to work in any location and have access to all their work resources.

Users

Today, humans are creating 5,000,000,000,000,000,000 (5 Exabytes) bytes of data every two days!

Today’s Information Governance Industry Challenges

Direction

Common Approach

Tools and Technology Existing Processes

Core Components

Right size retention buckets

Format agnostic (content/function drive retention)

RIM Serves your business needs and legal obligation

Know your primary retention stakeholder

How SharePoint Supports

Consistent retention across all formats

No accidental disposal

Easily map to retention schedule and allows changes

Access and permissions

PRIVACY

• Limits and controls Retention

• Acknowledges other legitimate business uses

• Granularity

SECURITY

• Business impact of data and information

• HBI doesn’t equal longer retention

• Chain of custody

• Inclusive of all formats

Assets

HBI

• Any information asset that, if disclosed without authorization, could cause severe or

catastrophic loss to Microsoft, the asset owner, or relying parties

• Examples include personally identifying information (PII), certain financial reports

MBI

• Any information asset that, if disclosed without authorization, could cause serious

material loss to Microsoft, the asset owner, or relying parties

• Examples include status reports, working documents

LBI

• Any information asset that, if disclosed without authorization, could cause limited or

no material loss to Microsoft, the asset owner, or relying parties

• Examples include internal news articles on public releases, press releases, etc.

case studies in change managementknow your primary retention stakeholder how sharepoint supports ......

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