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ONE	COMPANY:	FROM	PHYSICAL	RECORDS	
MANAGEMENT	TO	INFORMATION	GOVERNANCE	
	
Ritch	Tolbert,	Southwest	Chapter,	Houston
One	Company	shares	how	it	is	changing	to	more	actively	manage	all	
unstructured	information	in	addition	to	records	in	paper,	film,	fiche,	core	and	
tape	forms	
How	physical	records	are	changing	
How	governance	of	electronic	
information	is	developing	
How	SharePoint	and	the	cloud	fit	
within	a	FileNet	world	
What	it	takes	in	terms	of	people	and	
processes	to	make	this	possible	
What	if	any	impacts	there	have	been	
with	lower	commodity	prices
How	physical	records	are	changing	
• People	can	be	comfortable	with	it	
• Actively	manage	instead	of	passively	store	
• Repeatable,	scheduled,	operational	processes	–	not	
a	project	
Annual	
destruction	
• Spans	geographic	boundaries	
• Avoids	extra,	unnecessary	effort	
• Concentrating	functional	areas	and	therefore	
simplifying	processes	
• Adopting	electronic	signatures	
Replacing	paper	
with	images	
• Imaging	projects	
• Storage	services	
• Software	as	services	
Consuming	
multiple	outside	
services	
Outcome:	greater	
flexibility	and	
agility;	time	and	
effort	saved
How	governance	of	electronic	information	is	
developing	
Outcome:	easier	
to	find	valuable	
information;	
more	actively	
managing	our	
information	
Moving	towards	
information	
governance	
• Implemented	email	management	
• Governing	non-record	documents	also	
• First	stage	of	file	system	replacement	
• Functional	&	LOB	system	governance	
• Information	security	and	protection,	e-
discovery,	risk	management,	business	
operations,	and	text	analytics	
Created	a	
records	
repository	
• Created	an	enterprise	taxonomy	
• Created	a	simple,	global	repository	
• Automated	the	application	of	records	
retention	rules	
• Enabled	records	disposition	
• Converted	events	to	time
How	SharePoint	and	the	cloud	fit	within	a	
FileNet	world	
Embraced	Office	
365	
• Quicker	path	to	new	
technologies	
• Can	adapt	better	to	new	
generations	
• Uncontrolled	change	
FileNet	is	on	
premise	and	has	its	
purpose	
• Preferred	repository	for	
completing	our	information	
lifecycle	
• Tailored	for	our	Operations	
and	Capital	Projects	
Wise	to	be	planning	
for	the	long	term	
• Future	needs	differ?	
• Still	aligned	with	vendors?	
• Can	different	technology	
present	new	opportunities?	
• Are	you	a	leader,	laggard	or	
somewhere	in	between?	
Outcome:	
increased	
mobility	and	
functionality
What	it	takes	in	terms	of	people	and	processes	to	make	this	possible	
• Company	is	very	annual	outcome-focused	
• Decision-making	executive,	interdisciplinary	steering	
committee	
• Consistent	cross-functional	and	LOB	collaboration	
• Dedicated	team	focused	on	people	and	processes	
• Experienced	and	flexible	team	
• People	that	want	to	help	and	be	helped	
Culture	
and	
people	
• Updated	RRS	including	international	
• Fill	in	policy	and	process	gaps	
• Standards	and	guidelines	also	
• Communicate	repeatedly	and	regularly	
• Train	via	a	“license	to	drive”	
Policies	
and	
processes	
Outcome:	high-
performing	group	due	
to	affinity,	
interdependence,	
ownership,	and	shared	
purpose	and	risk	
Outcome:	people	know	
our	vision,	direction	
and	what	tools	to	use,	
when,	and	how
What	if	any	impacts	there	have	been	with	lower	
commodity	prices	
Approach	
• Prefer	shorter	
commitments	
• Focus	capital	
investments	
• Design	efforts	
as	projects		
• Consume	more	
services	
Committed	
• Never	waivered	
from	our	goals	
or	investments	
• Continue	to	
execute	our	
• Strategy	
• Tactics	
• Plan

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Noble Energy: from Physical Records Management to Information Governance - Ritch Tolbert