Information Body of Knowledge

Information Management

Information Management Definition

  • Has sub-disciplines (See Content Management, Data Management, Document Management, Knowledge Management, Records Management)
  • Information Types: Unstructured, Semi-structured, Structured
  • Possibly misused term (over-scoped and including elements of Information Governance)

Information Management is the practice of ensuring a consistent flow of organizational information through a defined lifecycle which starts with its' conception or capture through to its' archival or disposition. While Information Governance serves as the guideline for the organization's overall information strategy, Information Management is the tactical execution of that organizational strategy (Information Governance).

InfoBOK v1.0

Information Management Key Points

  1. Information Management is the tactical execution of Information Governance.
  2. Information Management is an umbrella term that includes both systems and processes within an organization that handle the creation and use of information.
  3. Information Management manages an organization's information as an asset.
  4. Information Management encompasses people, process, and technology.
  5. Information Management should enable individual information workers to connect to their organization's information.
  6. Information Management should enable timely and relevant access to information.

Information Management Analysis

Information Management has been overscoped for far too long - and the expectation that one person or one group should be leading the charge of both the strategy around information as well as the tactical execution of that strategy has been the bane of organizations. Moving forward, and taking a cue from the success of data disciplines where governance and management have been separated for longer (data management, data governance), Information Management has found its’ companion in Information Governance.

In many organizations, Information Management has been encompassed by or itself encompasses Information Technology, which leaves Information Management professionals wildly overburdened with competing tasks and goals.

Information Management must continue to change and shift towards what it should be: the tactical execution of the strategy of information as prescribed by Information Governance.

Information Management predates Information Governance and in many ways, the separation of the conjoined twins has been challenging in organizations as the previously confusing roles and titles are slowly making way to new roles, new titles, and new ways of working. Processes that used to be siloed and allowed decision makers on policy to execute on enforcing that policy were bound to fail without oversight and separation. We have witnessed this in the creation of new and ever more confusing terminology that attempted to solve this problem. Now resolved in many multinational organizations, the responsibilities split between Information Management and Information Governance are beginning to be adopted by mid-sized organizations and even smaller organizations.

Additional Resources

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Information Coalition Resources on Information Management

Some resources are available only to Professional Members or Standard Members (free).

Position Yourself as a Business Enabler: Professional Development for the Information Professional


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Jesse Wilkins, Director, AIIM

Information is the currency of the modern organization, but who’s managing it? In this session, we’ll explore the skills and knowledge needed to manage information effectively today – and tomorrow. We’ll look at how to gain those skills and knowledge and review a number of different sources and options available. Finally, we’ll explore the idea of a personal professional development plan and how information professionals can use these to become a business enabler within their organization.

Ron Layel: Collaboration Among Information Management Professions (A Modest Proposal For A Unified Social Causes Agenda)


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“Present ideas for greater collaboration among various Information Management professional disciples and the associations that represent them. Will focus on common causes/interests of all (IT, RIM, Archives, Librarians, etc.) that can benefit society as a whole. These overarching, unifying agenda themes/causes may include:

  • improved development/education of next generation IM professionals;
  • Better management. and utilization of Information assets and IM/IG principles, practices and technologies to increase organizational effectiveness;
  • Digital Preservation – ensuring future access to historical and other long-term valued information;
  • Ensuring/enhancing openness/transparency of public organizations’ activities to hold top officials accountable.

Real World #InfoGov Journeys (#InfoGov Case Studies) – Richard Hogg, Susan Whitmire

Richard Hogg and Susan Whitmire answer the question of who’s really doing Information Governance? & Do organization ever realize any benefits from an Information Governance program?

This session covers:

  • On-Ramps for InfoGov and the Journey
  • Measuring InfoGov Benefits and Results
  • How two organizations realized the benefits of an IG program

Information governance is a journey not a sprint. To get to governance, you will need a methodical and proven approach to bring together stakeholders from the business, IT, RIM, Privacy and Legal.

Takeaways:

  • An understanding of the elements of real-world IG Programs
  • What resources are available to assist you in your quest to develop and implement a program
  • A clear understanding of the roles for each stakeholder
  • How and where to start & How to measure results of your program
Information Management Fundamentals

Information Management Fundamentals

(Special Training Webinar presented in conjunction with The Holly Group)

Presenters: Steve Weissman

Join Steve Weissman as he outlines the foundation on which all of your information efforts can be built or re-aligned. This incredibly valuable session is only 30 minutes long and is packed full of useful information for you to enact in your organization.

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Records Disposition: Challenges & Opportunities – Painting A House (Andrew Keller)


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Disposition is a process that poses many challenges. Records are dispersed in many disparate systems and storage mechanisms. There is a lack of central control which makes the process complex and highly manual. The process to obtain appropriate reviews, approvals, exceptions, and sign-offs is either nonexistent or overly burdensome. In this session, we will highlight the opportunities for cost saving and risk reduction through a defensible disposition program.

How To Plan A Successful Information Management Solution Implementation – Kevin Parker


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How do you plan a successful information management solution implementation? There are many facets to consider and there are many paths to failure. Information strategy, architecture, and governance form the blueprint and roadmap to success. Partnering with the right people and following the right processes are also essential. This session explores the project management side of successfully implementing an information management solution.

Panel: Moving Legal Forward – The Steps To Legal #InfoGov Success


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As an industry, the legal vertical has traditionally been “behind the 8-ball” in adopting new technology solutions. Recent changes in data management, governance opportunities, and compliance are mandating that the legal industry catches up to the trending technologies being adopted by their clients. The clock is already running on meeting these deadlines. The challenge is in overcoming the inertia, understanding “how do we get there from here?”, and developing a plan of action to meet with Information Governance Success!

Join us for an interdisciplinary panel (Ann Gorr, John Jablonski, Esq., Don Knight and Sunil Ohri, Esq.) who will provide us with a variety of perspectives and insights based on their experiences within the Small & Large Law firm as well as the Corporate Legal Department environment on how to accomplish building an IG roadmap.

Takeaways:

  • Recognizing the driving forces behind the need for legal to design an IG Program/Initiative
  • Meeting the expectations of the client/corporate legal department
  • Understanding the business value of deploying an IG Strategy
  • Designing and Implementing a holistic IG Program for your team

Change Management: Transforming Chaos – Laurie Fischer


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Change permeates and envelopes us, and is the one constant in our lives. Think of all the workplace changes in just the past few years related to how we create, use, share, retain, protect and dispose of information. Our ever-increasing need to collaborate and communicate, to analyze and innovate, and to “be mobile” has led to sometimes massive change to existing IG-enabling technologies as well as new solutions that enable us to attain our objectives.

Since change is inevitable, then why is the lack of managing that change the primary reason IG projects fail? Some organizations simply equate a training plan to a change management plan, but change management is so much more than training!

In this session, we’ll investigate the winning formula for successful integration of change into the organization – whether it’s a change in information governance roles and responsibilities, process and procedures and / or technology. Incorporating key change management principles supports the successful adoption of change by applying a structured framework of methods, tools and processes. We’ll also share real-life examples of successful change management efforts, as well as epic failures.

Takeaways:

  • Workplace trends that necessitate change
  • Ignoring change management leads to failure
  • Change management framework as a key to success

Kevin Parker – The Business Case For Information Strategy & Architecture


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Chris McNulty – “ECM and Classification in SharePoint and Office 365”


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Get an early look at SharePoint 2016 functionality for ECM and Content Classification in this timely and relevant session from Microsoft’s own Sr. Product Manager for SharePoint & Office 365, Chris McNulty. McNulty gets into the nuts and bolts in this useful mix of classification advice and application demo, helping any SharePoint user better organize their Records and content.

Format: Presentation & Discussion (featuring Alan Pelz-Sharpe, Sandra Serkes, Steve Weissman, and Nick Inglis)

SharePoint Information Management Basics Webinar Training Series

SharePoint Information Management Basics Webinar Training Series

Special Webinar Training Series 2014

Webinar Presenter: Nick Inglis, President, Information Coalition

A webinar series turned into a short training series on how to best structure SharePoint for your Information Management needs with Information Coalition President, Nick Inglis.

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The Information Governance Conference 2018