Making Enterprise Information Management (EIM) Work for Business: A Guide to Understanding Information as an Asset

Making Enterprise Information Management (EIM) Work for Business......Page 4
Copyright Page......Page 5
Contents......Page 8
Preface......Page 20
Acknowledgment......Page 22
About the Author......Page 24
Introduction......Page 26
CHAPTER 1 The Asset Called Information......Page 30
Formal Asset Treatment......Page 32
An Example......Page 33
Content as Lubricant......Page 35
Content as Fuel......Page 36
Change......Page 37
Definitions to Go Forward......Page 38
Value Proposition Please......Page 39
Summary......Page 40
CHAPTER 2 Exploring the Challenges......Page 42
Gloomy Scenarios......Page 43
Flat worlds and Other New Challenges......Page 46
The Dominant Issues......Page 50
Avoiding the Scenarios......Page 51
Principles......Page 52
Value......Page 53
Summary......Page 54
CHAPTER 3 Information Management Maturity......Page 56
Perspectives on Maturity......Page 59
Assessment Instruments......Page 63
Summary......Page 64
CHAPTER 4 The Business Model......Page 66
EIM—The Business Model......Page 67
EIM Building Blocks......Page 68
EIM Program Fundamentals......Page 70
EIM Organization......Page 71
Do Right Things—The Things—Do Things Right......Page 73
Summary......Page 74
CHAPTER 5 EIM Alignment......Page 76
How Do EIM Objectives Tie to Business Goals?......Page 77
Transparency and Planning......Page 79
Turning Business Objectives into EIM Drivers......Page 81
Aligning EIM Program Objectives......Page 82
Summary......Page 83
CHAPTER 6 A Case for the Case......Page 84
Complementing Business Alignment......Page 86
The IVC—Lets Beat up Another Metaphor!......Page 87
Other Aspects of the "Sell"......Page 89
Key IT and Business Considerations......Page 90
Risk Statements......Page 91
Presentation of the Case......Page 92
Summary......Page 93
CHAPTER 7 The EIM Business Case......Page 94
Alignment......Page 95
ROI......Page 97
Nuts and Bolts—Business Area......Page 99
Nuts and Bolts—IT Efficiency Area......Page 101
Summary......Page 102
CHAPTER 8 The Economic Conundrum of Information......Page 104
Relative Methods......Page 106
Summary......Page 108
CHAPTER 9 An Overview of the Process......Page 110
Assessments—Understanding Capability and Readiness......Page 111
Alignment—Aligning EIM to the Business......Page 112
Business Model—EIM and Business Impact......Page 113
Architectures—The Blueprint for EIM......Page 114
Road Map—The Roll-out Strategy to Achieve IAM......Page 117
Summary......Page 120
CHAPTER 10 Sustaining EIM and Culture Change......Page 122
Industry B—Retail......Page 123
Human Behavior......Page 124
Formal Change Management......Page 125
A Little More About Resistance......Page 126
Conduct an Analysis of the Project's Potential Impact on the Organization......Page 127
Communications—A Few Thoughts......Page 128
Business Case for Change Management......Page 129
Organization Charts, Roles, and Responsibilities......Page 130
Summary......Page 131
CHAPTER 11 Sustain EIM and Business Alignment......Page 132
Key Performance Indicators (KPIs)......Page 133
Measuring EIM Success......Page 134
Data Governance Metrics for Sustaining......Page 135
Generally Accepted Information Principles™......Page 136
Revisiting Business Alignment......Page 138
Ongoing Activity......Page 139
Summary......Page 140
Accountability......Page 142
Organization Charts......Page 144
Who is Affected?......Page 145
Controls and Compliance......Page 146
Summary......Page 147
CHAPTER 13 Placing EIM into Real Context......Page 148
Case Study—UBETCHA Insurance......Page 149
Background for UIC......Page 151
Facts from Data Collection......Page 152
EIM Business Model......Page 153
Case Study—Farfel Emporium......Page 156
Farfel Emporiums Background......Page 164
EIM Assessments......Page 166
EIM Alignment......Page 168
EIM Vision......Page 169
EIM Business Model......Page 170
EIM Architecture......Page 172
EIM Road Map......Page 174
EIM Sustaining Plan......Page 175
Summary......Page 177
CHAPTER 14 Final Words for Part 1......Page 178
Top Five EIM Concepts......Page 179
Summary......Page 181
Make It So......Page 182
Philosophies and Principles......Page 184
Enterprise Information Management......Page 187
What Does it Look Like?......Page 188
Summary......Page 191
CHAPTER 16 EIM Program Design Overview......Page 192
Our EIM "Methodology" Structure......Page 193
High-Level View of the EIM Design and Deployment Process......Page 194
EIM Process Concepts......Page 195
The Cumulative, Living Flow of EIM Work Products......Page 198
The Concept of Auditable Design......Page 199
EIM Deliverables......Page 204
Summary......Page 206
CHAPTER 17 Initiating the EIM Program Design......Page 208
Initiation......Page 209
More on the Type of Assessment......Page 211
Sometime you Have to Sell EIM to Sell EIM......Page 212
Some Helpful Topics......Page 213
Factors in Customizing the Approach......Page 214
The EIM Team......Page 216
Rough Estimates......Page 217
Summary......Page 219
CHAPTER 18 How to Read the Phase Chapters......Page 220
CHAPTER 19 Assessments......Page 222
Activity: Information Maturity......Page 225
Activity Summary......Page 226
Approach Considerations......Page 227
Activity: Change Capacity......Page 228
Business Benefits and Ramifications......Page 230
Activity: Business Readiness......Page 231
Activity Summary......Page 232
Business Benefits and Ramifications......Page 233
Activity: Data and Content Quality Assessment......Page 234
Activity Summary......Page 237
Activity: Collaborative Readiness......Page 239
Activity Summary......Page 240
Business Benefits and Ramifications......Page 241
Summary......Page 242
CHAPTER 20 Alignment......Page 244
Activity: Business Discovery......Page 246
Activity Summary......Page 248
Sample Output......Page 249
Activity: Business Information Levers......Page 252
Approach Considerations......Page 253
Sample Output......Page 254
Activity: Business Alignment......Page 256
Business Benefits and Ramifications......Page 257
Activity: Preliminary Business Case......Page 258
Business Benefits and Ramifications......Page 260
Summary......Page 261
CHAPTER 21 Vision for EIM......Page 262
Activity: Business EIM Vision......Page 264
Activity Summary......Page 265
Activity: Preliminary Business Information Requirements (BIRs)......Page 266
Activity Summary......Page 267
Sample Output......Page 268
Activity: Preliminary Business Model......Page 269
Activity Summary......Page 270
Sample Output......Page 271
Activity: EIM Business Case......Page 273
Approach Considerations......Page 274
Sample Output......Page 275
Summary......Page 276
CHAPTER 22 Business Model......Page 278
Activity: Refined Business Model......Page 279
Activity Summary......Page 281
Approach Considerations......Page 282
Sample Output......Page 283
Activity: Business Metrics and BIR Model......Page 284
Approach Considerations......Page 285
Sample Output......Page 286
Activity: Detailed Scenarios/Usage......Page 288
Business Benefits and Ramifications......Page 289
Approach Considerations......Page 290
Activity: Preliminary Information Taxonomy......Page 291
Sample Output......Page 293
Summary......Page 294
CHAPTER 23 Architecture Part 1......Page 296
Activity: Enterprise Metrics Architecture......Page 303
Metrics and Information Requirements Characteristics......Page 306
Activity Summary......Page 311
Approach Considerations......Page 312
Sample Output......Page 313
Activity: Information Applications Frameworks......Page 314
Activity Summary......Page 317
Approach Considerations......Page 318
Sample Output......Page 320
Activity: Business Data and Content Management Architecture......Page 322
Activity Summary......Page 323
Approach Considerations......Page 324
Sample Output—Farfel......Page 325
Summary......Page 327
CHAPTER 24 Architecture Part 2......Page 328
Activity: Data Governance Architecture......Page 330
Activity Summary......Page 332
Business Benefits and Ramifications......Page 333
Approach Considerations......Page 334
Sample Output......Page 336
Activity: Information Value Chain Architecture......Page 338
Business Benefits and Ramifications......Page 340
Activity: Data Quality Architecture......Page 341
Activity Summary......Page 343
Approach Considerations......Page 344
Sample Output......Page 345
Summary......Page 346
CHAPTER 25 Architecture Part 3......Page 348
Activity: Community/Social Network Architecture......Page 349
Activity Summary......Page 352
Sample Output......Page 353
Activity: Enterprise Taxonomy......Page 354
Sample Output......Page 356
Summary......Page 357
CHAPTER 26 Road Map......Page 358
Activity: Applications Road Map......Page 362
Activity Summary......Page 363
Approach Considerations......Page 365
Activity: EIM Organization......Page 367
Activity Summary......Page 370
Approach Considerations......Page 371
Sample Output......Page 374
Activity Summary......Page 377
Activity: Sustaining Requirements......Page 378
Activity Summary......Page 380
Business Benefits and Ramifications......Page 381
Approach Considerations......Page 382
Summary......Page 383
CHAPTER 27 Sustaining EIM......Page 386
Activity: Sustaining Activity......Page 390
Activity Summary......Page 391
Sample Output......Page 393
Activity Summary......Page 400
Activity: EIM Progress Metrics......Page 401
Activity: EIM Program Management......Page 402
Activity Summary......Page 403
Business Benefits and Ramifications......Page 404
Metrics for EIM......Page 406
Accounting Primer......Page 410
The Subjective Value Technique......Page 414
Summary......Page 417
CHAPTER 29 Down the Road......Page 418
Sustaining Requirements......Page 419
Architecture Element Changes......Page 420
Improvement in IMM......Page 423
New Elements for EIM......Page 424
Summary......Page 426
New State......Page 427
EIM Building Blocks Redux......Page 428
Organization......Page 429
Summary......Page 430
Appendix A. Initiation Phase Summary and Work Products......Page 432
Appendix B. Assessment Phase Summary and Work Products......Page 452
Appendix C. Alignment Phase Summary and Work Products......Page 466
Appendix D. Vision Phase Summary and Work Products......Page 472
Appendix E. Business Model Phase Summary and Work Products......Page 476
Appendix F. Architectures Phase Summary and Work Products......Page 482
Appendix G. Road Map Phase Summary and Work Products......Page 496
Appendix H. Sustaining Phase Summary and Work Products......Page 510
EIM Topics Bibliography......Page 520
A......Page 522
B......Page 525
C......Page 527
D......Page 529
E......Page 531
F......Page 532
G......Page 533
I......Page 534
L......Page 536
M......Page 537
O......Page 538
P......Page 539
R......Page 541
S......Page 542
T......Page 544
U......Page 545
V......Page 546
W......Page 547