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Steve Weissman 
Holly Group 
The ‘Big Box Theory’ 
of Governance and 
Business Value 
The Road to BIG GOVERNANCE 
The Info Gov Guy!
Question 
¡ Are you as tired as I am of hearing about 
GOVERNANCE? 
GOVERNANCE! 
GOVERNANCE! 
GOVERNANCE! 
GOVERNANCE!
Question 
¡ Are you as tired as I am of hearing about 
GOVERNANCE?
Question 
¡ Are you as tired as I am of hearing about 
GOVERNANCE?
What’s In It for You?
What’s In It for You? 
¡ The Ability To: 
¡ Find stuff 
¡ Find the right stuff 
¡ Find the right stuff – 
right when you need it 
¡ Share stuff 
¡ Report on stuff 
¡ Protect stuff
Why Governance? 
¡ Can’t Find Stuff 
¡ You know it exists, but where? 
¡ Don’t Cull Stuff 
time-consuming, expensive 
confusing, imprecise, risky 
¡ You still have everything from Day One 
¡ Can’t Prove Stuff Happened 
risky 
¡ No record of access / amendment / deletion / 
authorization of what, by whom, and when 
¡ Can’t Easily Work Together on Stuff 
isolating, duplicative 
¡ Hard to track / compare / incorporate / control 
changes and comments by and among collaborators
Why Governance? 
¡ Can’t Find Stuff 
search/find 
retention/disposal schedules 
¡ You know it exists, but where? 
¡ Don’t Cull Stuff 
¡ You still have everything from Day One 
¡ Can’t Prove Stuff Happened 
auditability, discovery 
¡ No record of access / amendment / deletion / 
authorization of what, by whom, and when 
¡ Can’t Easily Work Together on Stuff 
¡ Hard to track / compare / incorporate / control 
changes and comments by and among collaborators 
version control, 
check-in/check-out, 
workflow, security
Why Governance? 
¡ Operational Benefits 
¡ Simultaneous access to content by several users 
¡ Faster movement of information between staff 
¡ Consistency of content 
¡ Reduction in printed media 
¡ Reduction in storage space 
¡ Efficient archiving 
¡ Better visibility of assets 
¡ Greater security
Why Governance? 
¡ Organizational Benefits 
¡ Less lost information / content 
¡ Sharing of content across organization 
¡ Reduced risk of disputes, litigation, and fines 
¡ Meeting targets better by saving staff time 
¡ Increased levels of confidence in content 
¡ Improved content security, reducing piracy/theft, increasing digital 
delivery at lower costs/risks
The REALLY BIG QUESTION 
¡ “What Business Problem 
Are You Trying to Solve?” 
¡ And for whom?
Perspective
Weissman’s “Big Box” Theory 
of Information Management 
¡ Goal: Universal Data Access 
Data 
Enterprise Data Stored 
in One Big Box and 
Accessible by Everyone
Data, Data Everywhere 
¡ Reality: Digital Diaspora 
PCs 
Macs 
Phones 
Tablets 
Legacy 
In-Building 
Regionally 
Internationally 
Data 
Salesforce Oracle 
Gmail Outlook 
Word Google Docs 
Paper People 
Salesforce Oracle 
Gmail Word 
Paper People
A Matter of Perspective 
¡ ‘Lenses’ for Everyone! 
Data
A Matter of Perspective 
¡ The Line-of-Business View 
Spreadsheets 
Word Processors 
Databases 
Browsers 
Data 
Data Filtered Through, 
and Usable by, Users’ 
Regular Applications
A Matter of Perspective 
¡ The Technologist View Middleware / 
Web Services 
Databases, Archives, 
and Repositories 
Applications 
Networking 
Data 
An Exercise in Data 
Connectivity, Storage, 
Processing, and Display
A Matter of Perspective 
¡ The Vendor View 
Workflow 
Mobile 
Content Management 
Imaging 
Data 
Requiring Separate 
Stacks to Address the 
Same Essential Problem
A Matter of Perspective 
¡ The Vendor View 
Workflow 
Mobile 
Content Management 
Imaging 
Data 
Requiring Separate 
Stacks to Address the 
Same Essential Problem
Enter: Governance 
¡ Information’s “Care and 
Feeding” Retention 
Taxonomy 
Security 
Metadata 
Data 
GOVERNANCE 
Image: 9to20.wordpress.com
Big Governance? 
¡ The Application of Controls 
¡ More than Policies 
and Procedures 
¡ Requires a Culture 
of Accountability
Requires Change 
¡ In Thinking 
¡ In Behavior
Your 
Objectives 
… and work better 
together 
To work better …
Remember the BIG QUESTION? 
¡ Let’s Dig Deeper 
¡ Working better = process change 
¡ Working better together = collaboration 
¡ Money = economics
Economics 
¡ ROI 
¡ Investment 
¡ Return 
¡ TCO 
¡ Costs
Economics
Process Change 
¡ Greater Efficiency, Effectiveness 
¡ Greater customer satisfaction 
¡ Unforeseen Opportunities 
¡ Early payment discounts 
Image: Flickr.com / 
MightyBoyBrian
Process Change 
Procedures Applications 
Processes Technology 
Working Better 
discrete process innovation · continuous process improvement
Collaboration 
¡ Less Duplication of Effort 
¡ Saves time, frustration 
¡ Better Quality 
¡ Facilitates review, validation, correction 
¡ Reduces risk 
Image: ©Ning Zhao 
Dreamstime Stock Photos
Collaboration 
Working Better Together 
learning & knowledge · relationship management
Beyond ROI and TCO 
Lies MAXTV® 
(Maximum Total Value®)
The Business Value 
Disconnect 
¡ Economics 
¡ Process Change 
¡ Collaboration 
Required for justification but irrelevant 
to implementation success 
Irrelevant to justification but 
critical to implementation success
Beyond ROI and TCO 
Lies MAXTV® 
(Maximum Total Value®) 
Value 
Value 
Value
Beyond ROI and TCO 
Lies MAXTV® 
(Maximum Total Value®) 
Value 
Value 
Value 
More 
Value 
More 
Value 
More 
Value
Beyond ROI and TCO 
Lies MAXTV® 
(Maximum Total Value®) 
Value 
Value 
Value 
More 
Value 
More 
Value 
More 
Value
Hey, Don’t Just Take 
My Word for It! 
“I wish I had thought of this 
when I started, but I can’t go 
back and start again.” 
– CIO of a major athletic 
shoe manufacturer
Value: It’s What’s for Dinner 
¡ You May Be Implementing for ‘Compliance’ 
¡ To heed new regulations or assuage your 
legal department
Value: It’s What’s for Dinner 
¡ You May Be Implementing for ‘Compliance’ 
¡ But You’ll Be Grilled On Value 
¡ To justify the financial and human resources 
you’ll expend
Grand Unified Theory 
¡ Of Information and Technology (Not Physics)
Grand Unified Theory 
¡ Of Information and Technology (Not Physics) 
¡ Taxonomy and metadata to make sense of the pieces in the Big Box 
¡ Application of records-style discipline to all content types 
¡ Reconciled vocabularies, interoperable infrastructures 
¡ Commitment to security, privacy
Holism <=> Big Governance 
Image: nasharit.ru
Steve Weissman 
Minister of Process & Information Betterment 
Holly Group 
––––– 
617-383-4655 
@steveweissman 
sweissman@hollygroup.com 
www.hollygroup.com 
Member, AIIM Company of Fellows 
President, AIIM New England Chapter 
CERTIFIED 
INFORMATION 
PROFESSIONAL 
Thank You! 
The Info Gov Guy!

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Big Governance Theory Maximizes Business Value

  • 1. Steve Weissman Holly Group The ‘Big Box Theory’ of Governance and Business Value The Road to BIG GOVERNANCE The Info Gov Guy!
  • 2. Question ¡ Are you as tired as I am of hearing about GOVERNANCE? GOVERNANCE! GOVERNANCE! GOVERNANCE! GOVERNANCE!
  • 3. Question ¡ Are you as tired as I am of hearing about GOVERNANCE?
  • 4. Question ¡ Are you as tired as I am of hearing about GOVERNANCE?
  • 5. What’s In It for You?
  • 6. What’s In It for You? ¡ The Ability To: ¡ Find stuff ¡ Find the right stuff ¡ Find the right stuff – right when you need it ¡ Share stuff ¡ Report on stuff ¡ Protect stuff
  • 7. Why Governance? ¡ Can’t Find Stuff ¡ You know it exists, but where? ¡ Don’t Cull Stuff time-consuming, expensive confusing, imprecise, risky ¡ You still have everything from Day One ¡ Can’t Prove Stuff Happened risky ¡ No record of access / amendment / deletion / authorization of what, by whom, and when ¡ Can’t Easily Work Together on Stuff isolating, duplicative ¡ Hard to track / compare / incorporate / control changes and comments by and among collaborators
  • 8. Why Governance? ¡ Can’t Find Stuff search/find retention/disposal schedules ¡ You know it exists, but where? ¡ Don’t Cull Stuff ¡ You still have everything from Day One ¡ Can’t Prove Stuff Happened auditability, discovery ¡ No record of access / amendment / deletion / authorization of what, by whom, and when ¡ Can’t Easily Work Together on Stuff ¡ Hard to track / compare / incorporate / control changes and comments by and among collaborators version control, check-in/check-out, workflow, security
  • 9. Why Governance? ¡ Operational Benefits ¡ Simultaneous access to content by several users ¡ Faster movement of information between staff ¡ Consistency of content ¡ Reduction in printed media ¡ Reduction in storage space ¡ Efficient archiving ¡ Better visibility of assets ¡ Greater security
  • 10. Why Governance? ¡ Organizational Benefits ¡ Less lost information / content ¡ Sharing of content across organization ¡ Reduced risk of disputes, litigation, and fines ¡ Meeting targets better by saving staff time ¡ Increased levels of confidence in content ¡ Improved content security, reducing piracy/theft, increasing digital delivery at lower costs/risks
  • 11. The REALLY BIG QUESTION ¡ “What Business Problem Are You Trying to Solve?” ¡ And for whom?
  • 13. Weissman’s “Big Box” Theory of Information Management ¡ Goal: Universal Data Access Data Enterprise Data Stored in One Big Box and Accessible by Everyone
  • 14. Data, Data Everywhere ¡ Reality: Digital Diaspora PCs Macs Phones Tablets Legacy In-Building Regionally Internationally Data Salesforce Oracle Gmail Outlook Word Google Docs Paper People Salesforce Oracle Gmail Word Paper People
  • 15. A Matter of Perspective ¡ ‘Lenses’ for Everyone! Data
  • 16. A Matter of Perspective ¡ The Line-of-Business View Spreadsheets Word Processors Databases Browsers Data Data Filtered Through, and Usable by, Users’ Regular Applications
  • 17. A Matter of Perspective ¡ The Technologist View Middleware / Web Services Databases, Archives, and Repositories Applications Networking Data An Exercise in Data Connectivity, Storage, Processing, and Display
  • 18. A Matter of Perspective ¡ The Vendor View Workflow Mobile Content Management Imaging Data Requiring Separate Stacks to Address the Same Essential Problem
  • 19. A Matter of Perspective ¡ The Vendor View Workflow Mobile Content Management Imaging Data Requiring Separate Stacks to Address the Same Essential Problem
  • 20. Enter: Governance ¡ Information’s “Care and Feeding” Retention Taxonomy Security Metadata Data GOVERNANCE Image: 9to20.wordpress.com
  • 21. Big Governance? ¡ The Application of Controls ¡ More than Policies and Procedures ¡ Requires a Culture of Accountability
  • 22. Requires Change ¡ In Thinking ¡ In Behavior
  • 23. Your Objectives … and work better together To work better …
  • 24. Remember the BIG QUESTION? ¡ Let’s Dig Deeper ¡ Working better = process change ¡ Working better together = collaboration ¡ Money = economics
  • 25. Economics ¡ ROI ¡ Investment ¡ Return ¡ TCO ¡ Costs
  • 27. Process Change ¡ Greater Efficiency, Effectiveness ¡ Greater customer satisfaction ¡ Unforeseen Opportunities ¡ Early payment discounts Image: Flickr.com / MightyBoyBrian
  • 28. Process Change Procedures Applications Processes Technology Working Better discrete process innovation · continuous process improvement
  • 29. Collaboration ¡ Less Duplication of Effort ¡ Saves time, frustration ¡ Better Quality ¡ Facilitates review, validation, correction ¡ Reduces risk Image: ©Ning Zhao Dreamstime Stock Photos
  • 30. Collaboration Working Better Together learning & knowledge · relationship management
  • 31. Beyond ROI and TCO Lies MAXTV® (Maximum Total Value®)
  • 32. The Business Value Disconnect ¡ Economics ¡ Process Change ¡ Collaboration Required for justification but irrelevant to implementation success Irrelevant to justification but critical to implementation success
  • 33. Beyond ROI and TCO Lies MAXTV® (Maximum Total Value®) Value Value Value
  • 34. Beyond ROI and TCO Lies MAXTV® (Maximum Total Value®) Value Value Value More Value More Value More Value
  • 35. Beyond ROI and TCO Lies MAXTV® (Maximum Total Value®) Value Value Value More Value More Value More Value
  • 36. Hey, Don’t Just Take My Word for It! “I wish I had thought of this when I started, but I can’t go back and start again.” – CIO of a major athletic shoe manufacturer
  • 37. Value: It’s What’s for Dinner ¡ You May Be Implementing for ‘Compliance’ ¡ To heed new regulations or assuage your legal department
  • 38. Value: It’s What’s for Dinner ¡ You May Be Implementing for ‘Compliance’ ¡ But You’ll Be Grilled On Value ¡ To justify the financial and human resources you’ll expend
  • 39. Grand Unified Theory ¡ Of Information and Technology (Not Physics)
  • 40. Grand Unified Theory ¡ Of Information and Technology (Not Physics) ¡ Taxonomy and metadata to make sense of the pieces in the Big Box ¡ Application of records-style discipline to all content types ¡ Reconciled vocabularies, interoperable infrastructures ¡ Commitment to security, privacy
  • 41. Holism <=> Big Governance Image: nasharit.ru
  • 42. Steve Weissman Minister of Process & Information Betterment Holly Group ––––– 617-383-4655 @steveweissman sweissman@hollygroup.com www.hollygroup.com Member, AIIM Company of Fellows President, AIIM New England Chapter CERTIFIED INFORMATION PROFESSIONAL Thank You! The Info Gov Guy!