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Attending MER 2016? Check Out the IGI Speaker Lineup

Members of the IGI’s Executive Team, Barclay T. Blair, Jason R. Baron, and Bennett B. Borden, are speaking at the Managing Electronic Records (MER) Conference May 23rd to May 25, 2016 in Chicago. Check out the lineup below and attend these informative sessions. Not registered for MER? There is still time.

Sessions with the IGI Executive Team:

Major Changes Are Ahead for IG. What Are They? What Will Be Their Impact?

  • Session 1
  • Monday, May 23, 2016
  • 9:00 AM to 10:00 AM

Barclay T. Blair, IGI’s Executive Director, opens the conference with a panel discussion on what the future holds for information governance. He is joined by experts Kon Leong, Stephen Ludlow, and James Watson, PhD.

Seeing The Trees In The Forest: TAR (Technology Assisted Review) For Lawyers And Information Governance Professionals

  • Session 13
  • Tuesday, May 24, 2016
  • 8:30 AM to 09:30 AM

Bennett B. Borden, IGI Co-Chair, will look at what lawyers and IG professionals need to know about Technology Assisted Review (TAR) or risk going extinct in their field of expertise.

Integrating Digital Preservation Capabilities Into Information Governance

  • Session 25
  • Tuesday, May 24, 2016
  • 2:00 PM to 03:00 PM

Barclay joins Lori Ashley and Martin Springell to discuss the importance of digital preservation in an organization's overall IG strategy and how organizations can get started. Barclay will present insights from IGI’s recently released, The Governance of Digital Information: An IGI 2016 Benchmark. Read more here and download your copy.

The Presidential Directive On Managing Electronic Records: Is Your Agency “On The Train” Or “On The Platform” Or Not Even At The Station?

  • Session 28
  • Tuesday, May 24, 2016
  • 3:30 PM to 4:30 PM

Jason R. Baron, IGI Co-Chair, and Donna Read will discuss the Presidential Directive on Managing Electronic Records, and help you answer the question, “Are you ready?”

Attend these, and other great sessions, at MER 2016. Review the full program, including the pre-conference, here.

There is still time to register for the Chief Information Governance Officer (CIGO) Summit, May 25-26, 2016 in Chicago. The CIGO Summit is a by-invitation-only executive event for senior leaders in cybersecurity, information management, law, privacy, data analytics, records management, compliance, and other IG-related disciplines. We held the first CIGO Summit in 2015, an event one global IG executive called, “the single most important industry event I have yet attended.” Register here.

The Governance of Long-Term Digital Information: An IGI 2016 Benchmark: Have you downloaded your free copy. Our new Benchmark reveals that most organizations cannot ensure protection and access for critical long-term digital information despite accelerating legal and business requirements. It also calls for immediate action and provides insight and guidance to help organizations achieve compliance.

 

Chief Information Governance Officer Summit: The Reviews Are In

The single most important industry event I have yet attended; densely packed with immediately useable approaches, methodologies and best practices; staffed by passionate and supremely experienced SMEs - both within and extraneous to the discipline - providing a 360-degree view of the imminent CIGO revolution; overall a grand slam. A definite repeat for next year!

Richard Kessler, Head of Group Information Governance, UBS AG

Most organizations like ours do not publicly share the results of post-event surveys, but at the IGI we work hard to be different and transparent. So, in that spirit, I am going to share results of the May 2015 CIGO Summit participant survey that just came in.

Overall, I'm really happy to see that in almost every metric we exceeded our goals. In one area we could have done better, but I knew that would be the case going in and will explain why. If you missed the CIGO Summit, check out this excellent write-up on the event.

Key results

Overall Event Satisfaction

 

So honored to be a part of such a diverse group of IG experts. The ability to collaborate and discuss directly with your speakers is invaluable! Leave it to the IGI to start the trend away from the power point/listen/5-minute Q&A all are accustomed to. Exactly what separates IGI/Barclay and the Gang from the impersonators. (Ok - might need to not be so harsh - I've been drinking)

Anonymous

Nearly all participants said they were very satisfied (71%) or satisfied (20%) with the event, proving that our commitment first and foremost to events that provide value to the participants is paying off. As insiders, we have seen with our own eyes that most industry events are actually designed almost exclusively for the sponsors. I believe that this serves neither the sponsors nor the participants. It is a difficult balance to strike, and it is much more work to put the participants first. For the CIGO Summit, we undertook a “by invitation only” model, which meant that I personally invited or approved each and every participant in the room. Believe me, this process is not fun and I had many painful conversations with excellent consultants and experts (personal friends in many cases) as to why they could not attend. Why? Because I wanted to make sure that the room was filled with senior, working IG practitioners. The providers in the room were a select number of excellent subject matter experts from IGI supporters who had funded the event itself. Quite frankly, without those supporters, this event would not have happened. We simply cannot charge attendees enough to cover the costs, much less pay ourselves (see below for more details).

This process was the right process for this event, given its focus and goals. It is not the right, or even necessary, process for other events that we do. For example, our next big event, InfoGovCon15 is inexpensive ($400 or less for 2.5 days), democratic (with session voting), and open to all.

Why Did People Come to the Event?

It is so important, as we all march down this new road, that we learn from each other and exchange lessons learned. I love that this forum gave me a chance to meet my peers and be educated!

Vicki Lee Clewes

Nearly 100% of participants said that the reason they attended was to "learn what others are doing to advance information governance at their organizations.” It is very rewarding to see this result because so much of what we do at the IGI is focused on connecting our members to other members. You consistently tell us things like, “please just help us understand what other organizations are doing,” a request we have worked to fulfill in multiple ways, including our Annual Report, our online community of thousands of IG practitioners, our IG Boot Camps, our soon-to-be-published Benchmarking Report, and events like CIGO Summit and InfoGovCon. The next most common answer was “to network,” a very closely related concept.

How We Did on the Details

What a great and diverse group of colleagues. The event allowed us to share our IG stories. It is so helpful knowing I'm not alone in my IG pain.

Sharon Keck, Polsinelli, PC

Events live or die based on the details, and I was happy that each aspect of our conference from the smallest detail to the highest-level theme was highly rated. (i.e., in each case, higher than 4 out of 5). For example, participants rated the speakers at 4.45, the registration process 4.6, and the individual interaction at 4.26.

Our Speakers

Information is not an IT problem, but a business problem. The CIGO Summit provided the perfect vehicle for developing a corporate cross-functional information strategy (Marketing, E-Discovery, Compliance, IR, Business Practices investigations, etc.) that balances organizational legal and technical challenges while maintaining business critical information in a consistent and defensible manner in order to deliver critical elements to support sustainable growth. I highly recommend it to those that wish to align themselves with thought leaders in the space. Get out in front of the information conundrum (volume rich, knowledge poor) and become an advocate for change.

Tim Kaufman, UTC

Our speakers, who we chose very careful and curated to fit into the overall theme and goal of the event, were also rated very highly, with each speaker receiving a rating over 4 out of 5. A certain senior level IGI official, who hosted and facilitated the event, received the highest speaker rating (but please don’t tell him that as he is already almost unbearable).

Unlike most industry events, we folded paid, professional speakers into the program because we wanted to expose our participants to fresh, expert viewpoints that would help them grow as IG leaders. Those speakers were also rated highly (4.43 and 4.11). We also put our sponsor speakers through the wringer, asking them to encapsulate their most important messages into a 6 minute and 40 second presentation comprised of 20 slides that auto-advance every 20 seconds. Each one of our sponsor speakers (Sue Trombley, Rob Hamilton, Julie Colgan, and Trent Livingston) rose to the challenge and did a magnificent job under pressure in providing useful, targeted information for this audience, and they were highly rated as well (an average rating of 4 out of 5).

What Did Participants Like Most About the Event?

Participating in the CIGO Summit was a unique opportunity to engage with many of IG's leading professionals. The thorough and fast-paced agenda exceeded my expectations, both from a content perspective and as a venue for the frank exchange of ideas.

Susan Wortzman

Here's what participants told us they liked most about the event:

  • Seniority of delegates.
  • Event size and very interactive.
  • So many senior IG people in one place- there is power in numbers and an agreement on how to move forward.
  • Impactful agenda. Powerful interaction. Brilliantly executed.
  • The interaction with brilliant IG visionaries and practitioners.
  • The care with which it was designed.
  • Being able to interact with so much talent and experience.
  • Being involved with people promoting an emerging field
  • The professionalism with which polarized opinions could be discussed
  • Incredible gathering of IG thought leaders. Great speakers, great activities.
  • I learned a lot, got inspired, and met lots of smart people.
  • Practical insight from practitioners, war stories, gathered a really high-quality group
  • I liked the mix of people who attended and the content was excellent.
  • The constant collaboration and not just a PowerPoint and a person - it was like having a conversation with your speaker.

What Did Participants Like Least About the Event?

When designing this event, I had a pretty good idea what the answer to this question would be:

  • Compressed timeframe.
  • I actually would have liked it to be longer.
  • Intense day - very packed.
  • Not enough time for topic.
  • Not enough time!
  • Time crunch.
  • Very long intense day. Might be better over 1 1/2 days.
  • Went too fast.
  • That it only lasted a day.

I literally cannot think of the last time I went to an event and left thinking that it was too short. If we had to fail in some way, I'm happy to fail in this way. I absolutely acknowledge that that we tried to do too much in one day. But, we had committed to a one-day event (somewhat arbitrarily I suppose, based on the assumption that it would be easier to pull off, which now I realize is not true) a long time ago, and needed to stick with it.

So, I aggressively cut and cut until I arrived at what I though needed to be the minimum topics we needed to cover. I knew it would be intense. I knew it would be too much. But I was more comfortable making a mistake in that direction than the other, which I could not bear: i.e., empty, fluffy, retread content full of the same old platitudes squeezed between hour-long “networking breaks.”

Let’s talk about some of the other things that people did not like:

  • “Having vendors there.”

The market simply does not enable us to host an event like this, with people of this level of seniority, in an accessible major city, with the expected level of fit and finish, without sponsors. Without sponsors, the ticket price of this event just to allow us to break even on the hard costs would have been over $2500, which seems like a lot for a one-day event that does not result in some kind of certification or specific set of marketable skills, or at least promise to change your life forever. If we actually wanted to make money, and cover the thousands of hours of planning and execution time an event like this takes, we would have to charge much more.

Or, we can ask for the support of the providers in our IGI community, which we did. But, we did it in a very considered way. Our sponsors were allowed to send 1 or 2 people (depending on sponsor level) to the event, and not sales and marketing people. They needed to be senior IG subject matter experts who could contribute to the discussion. And that is what we did – we had several of the most recognized provider SMEs in the room who added great value to the discussion.

Also, there is a very clear and obvious reason to “have vendors in the room.” Quite simply, the problem of IG cannot be solved without technology. In my view, information about what technology is available and what it can to is just as valuable as information about experiences, successes, techniques, and tips. At the IGI our mission it to promote IG as far and wide as we can, and that includes promoting awareness of what is possible with technology currently available on the market.

Now the obvious question: why don’t we just do the event at a less expensive location, and let participants pay a lower rate, but one that would cover both the hard and soft costs? Well, if anyone has any ideas on how we attract and satisfy a room of CxO, SVP, VP, and Director-level attendees who already have too much on their plates to an event, venue and location that costs less than half of what a typical venue costs, please call me immediately at (646) 450-4468. That being said, the hotel conference business is not a pleasant one, and we are looking at alternative venues and approaches that can both reduce costs and increase attendee value.

Would People Attend Again?

Hard numbers and soft skills: Great case studies, roadmaps and networking toward elevating the information governance stewardship. Thank you.

Mary Mack

84% of people who attended said it was very likely (52%) or likely (32%) that they would attend this event again next year. We will do this event again, and evolve it each time, many more times. The focus of this first event was to introduce the concept of the CIGO, and to build a Playbook that aspiring CIGOs and other in that ecosystem could use to explain the role and help build the case for it (look for the first edition of the Playbook in July). We will continue to provide education, networking, and community around the topic of IG leadership. We got the ball rolling with this event and will continue as a core part of our mission.

Thank you to everyone who attended and to everyone who made this event a success. If you want to participate in or support our next CIGO Summit, please let me know.

Barclay

 

A PROVOCATIVE THOUGHT: THE FUTURE OF THE CIO

Note from the IGI: In this guest post, Maurice Labrie, Director of Product Portfolio at Charter Supporter and CIGO Summit Platinum Sponsor Iron Mountain, shares his ponderings on the CIO role after attending the 2015 CIGO Summit.

I had the privilege of recently attending the CIGO (Chief Information Governance Officer) Summit in Chicago. The inspirational day was packed with candid discussion, knowledge sharing and collaborative thinking. Throughout the conversations I found myself processing some data points that didn’t come up during the often intense dialogue. So, in the spirit of what IGI represents, I decided to put some of these thoughts down and share them with others.

One of the things we did was explore the origin and role of the CIO to relate how it can inform the new CIGO role. The CIO came into being to ensure that technology infrastructure and related resources are sufficient to support critical business objectives. I believe in time this role will be marginalized as “computing as a service” reshapes the demands and responsibilities associated with this job description. No longer will they be responsible for managing massive in-house teams or massive in-house platforms. The entire context of the CIO position will shift towards managing a sourced ecosystem. Computing power and capabilities will be supplied by 3rd parties who have their own resources to ensure service continuity and development of features that address specialized facets of business operations.

I thought to myself….how will the CIO role be recast or will it? As the responsibilities associated with the CIO position erode into an emptiness, how will this emptiness be filled? Will their role shift into a new information 2015 CIGO Summitparadigm? Perhaps managing the information itself as opposed to the systems that enable creation, access and distribution? I don’t see CIO’s maintaining the political stature they have today into the future without something changing. Given the likely track for the CIO, there’s an opportunity to create a path of least resistance in organizations to advance information governance. This path could ultimately realize the benefits of a CIGO by redefining how the role of the CIO can be repurposed to address a new range of information responsibilities as existing responsibilities become displaced.

I also thought to myself, what about the onslaught of data scientists who are just now emerging into the mainstream. Who will they report to? They are coming, fast and in droves. Who they report to – my guess, absent a change in structure, will be up through IT, the CIO. This is because they need technology to do what they do, DSC_5851so there’s a natural relationship to the IT function. In reality, the output of what they do is “intelligence” and that intelligence is intended to support critical business objectives (sound familiar?). Data science output will be consumed by multiple internal customers, sales & marketing, finance and legal being the primes. One could argue that data science will be a shared service (which is what IT is). Data science is the power card – he who holds these resources owns information governance (as it what enables the informed insights).

Then I thought perhaps the whole role of IT will shift from systems to data. The age old question of who owns the data – or information - is always answered “the line of business”. I think that, too, will shift – information will become a common asset of the collective organization. Some group in the organization will be responsible for this and a logical place is IT given its lineage and position. Intelligence will be a shared service and it will be 2015 CIGO Summitsourced from aggregated data. Aggregation requires technology, and thus I believe will end up in the province of IT. It could be that each organizational function builds an independent data science team (Analytics and Insight) but I don’t see this model staying around for long – given it will eventually be recognized as a shared service and adjusted accordingly. I suspect unless something changes soon, data scientists will report into IT and IT will evolve into a new discipline area, which includes data intelligence and information governance. Strangely enough, the timing of this change shift to data scientists will be offset by the decline in skilled professionals who work on internal systems infrastructure, storage and development. It’s safe to assume that forward thinking CIO’s will be looking for a way to sustain their meaningful presence, and data science is one way to preserve their importance.

The reality of instilling information governance into any organization is balanced by cost and a return on that cost. I believe there’s an opportunity to infuse information governance into daily operations of business by leveraging the CIO as they navigate the transformation of IT.

 

LOOKING BACK AT THE CIGO SUMMIT–LOOKING FORWARD TO A NEW BREED OF INFORMATION LEADER

Note from the IGI: Weren't able to join us for the 1st Annual CIGO Summit? In this guest post, Laurence Hart, owner and lead analyst at Word of Pie, provides a look back at the CIGO Summit and our discussions and a look forward to the new breed of information leaders.

Just before Memorial Day here in the U.S., I had the pleasure of attending the CIGO Summit in Chicago. The IGI invited me as an information governance (IG) expert even though I am not a practicing CIGO or information governance lead. This gave me a chance to interact with leaders in the industry who don’t just implement information governance, they own it for their organization. While there were several topics that grabbed my interest, the most valuable part was the interactive nature of the event. When you attend these types of event, you always want them to be interactive. You hope enough people attend who will voice their opinions and entice others to speak. That was not a problem at the CIGO Summit. There was enough passion and opinions in the room for a healthy dialog starting 15 minutes into the event and continuing for the rest of the day. The goal of the summit was to build-out the CIGO Playbook. The work was centered on defining what makes a CIGO and why they are needed. This was more than a job description. The skills, approaches, and pitfalls to the position were brought out and examined.

The Evolution of the CIO

One of the most important sessions was examining the history of the “C” suite with a focus on the CIO. When 2015 CIGO Summit Sponsorsyou look at it objectively, information governance is a critical aspect of managing information. Yet it does not get done properly in most organizations and is often not owned by the CIO. Somewhere along the line the CIO became more of an IT role and less of an IG role. The group talked about how to avoid the same, or worse, fate for the CIGO. Part of the discussion centered on not trying to own all of the technology that information governance impacts. That is a path straight towards managing technology. It is also one that a CIGO should rely upon a CIO or CTO to perform, working together to meet the needs.

Follow the Money

The other point that kept coming up was money. Decisions are made because of the impact to the bottom line. It is not enough for information governance to just mitigate risks. Direct impact by IG to the operational bottom line needs to be identified. This includes both on the cost-savings and contribution to revenue. Revenue was an interesting topic as there was some discussion on the value of information. Everyone agrees that information is an asset but nobody was able to place a dollar value on a piece of information. In the era of big data and the resulting data analysis, the value of the collection of customer records is acknowledged but the specific value of an individual record is still elusive.

Outside Experts

To help navigate these discussions, the IGI brought in experts from outside the information governance industry. Most participants had evolved into the role of leading their information governance efforts. The people brought in were lateral to the world of a CIGO and had no preconceptions about the need for a CIGO. They helped put the role of the CIGO into better perspective. Some of the key perspectives they shared are:

  • If you are going to be a CIGO, you need to be a leader. Being a “Chief” should mean something.
  • As a corporate officer, you to be responsible for information and have some sort of fiduciary responsibility. There is a lot of responsibility that comes with the desired authority.
  • Need to be able to readily communicate not only what information governance is but why it matters to every person in the organization.

It all came back down to money. If a CIGO is going to have the authority, and compensation, that comes with a “C” title, they need to point to the value that they bring to an organization from both a leadership and financial perspective.

What’s Next?

The end of the day focused on how to execute as a CIGO. This is the key element that will need the most work down the road to enhance. If the CIGO role takes root, the people put into that role are going to be trailblazers.

The new CIGOs are going to need to be able to lean on peers to learn what works and what doesn’t. I am already looking forward to that aspect at next year’s CIGO Summit. We may still be refining what the job entails but the work into making it a position that creates positive impact for organizations is going to be key. Insuring sure that each part of the title, “Chief”, “Information Governance,” and “Officer” is real will be something that will need refinement. Information governance practitioners can focus on how to make projects work. That is still very much in demand. CIGOs need to find a way to make IG central to how business is done, allowing projects to get approved. The ultimate goal is to make the governance of information as ingrained and important to how organizations operate as the governance of money is today.

 

THE INFORMATION GOVERNANCE INITIATIVE AND PRIMO OFFICIALLY FORM PARTNERSHIP

We are pleased to announce that we have formed a partnership with PRIMO – the Pharmaceutical Records and Information Management Organization. PRIMO is a consortium of pharmaceutical companies committed to developing and advancing records and information management programs in the pharmaceutical industry.

This powerful collaboration comes at a time when C-level executives are being pressed with daunting issues surrounding effective information governance.

PRIMO works to address these challenges and improve information governance within the pharmaceutical industry by conducting benchmarking, developing compliance tools and good-practice approaches to records and information management, and promoting workable RIM standards.

The partnership will promote our two major conferences this year, our two-day Inaugural CIGO Summit, which kicks off in Chicago on May 20 and InfoGovCon, which takes place in Hartford, Conn. from Sept. 29 to Oct. 1.

PRIMO is an official partner of not just the IGI but of the CIGO Summit and InfoGovCon as well. Jean Zuiker, Associate Director, Records Programs at PRIMO member Takeda Pharmaceuticals, will participate on behalf of PRIMO during our CIGO Summit.

We will work to bring our research and content to PRIMO members, and, in turn, they will share with us the unique information management challenges and opportunities in the pharmaceutical industry, in addition to sharing information and best practices.

IGI Advisory Board member Sylvia Diaz is the current chair of PRIMO. Last year, on behalf of PRIMO, Diaz attended a dinner we held during the MER (Managing Electronic Records) Conference. The dinner was also attended by 30 corporate guests and sponsored by our Charter Supporters OpenText and Nuix. Diaz also participated in our Boot Camp this past February at Cardozo School of Law during LegalTech week.

“The IGI is making an important contribution to increasing the awareness of information governance, and we are excited to participate and support this vital work,” Diaz said. “The IGI and PRIMO are excited about this partnership and look forward to working together.”

 
iDiscovery Solutions joins the IGI

MEET IGI’s NEWEST SUPPORTER: IDISCOVERY SOLUTIONS

We are pleased to announce that iDiscovery Solutions (iDS) is the newest Supporter of the Information Governance Initiative (IGI).

“Without strong information governance initiatives in place, businesses face significant challenges during e-Discovery, particularly since the volume of data under their control substantially increases every day,” said iDS Director, Trent Livingston. “iDS is excited to be a supporter of, and contributor to, the IGI, its mission, and its goal of helping businesses understand the importance of effective, proactive information governance strategies.”

In addition to supporting the IGI, iDS is also a Gold Sponsor of our inaugural CIGO Summit, an event occurring in Chicago from May 20–21. The conference, which is geared toward advanced IG practitioners, will explore our belief that, in order to simplify e-Discovery processes and realize the most value from their data, businesses need a new executive-level IG position: the Chief Information Governance Officer (CIGO).

“iDS is thrilled to sponsor, and participate in, the inaugural CIGO Summit,” said Neal Lawson, President of iDiscovery Solutions. “It is a tremendous opportunity to contribute to the emerging landscape of information governance and weigh in on the importance of corporations having Chief Information Governance Officers. The summit will be engaging, educational, and thought-provoking for all who are able to attend.”

This year's CIGO Summit is currently sold out but to learn more about the CIGO Summit visit www.cigosummit.com and register for updates on other upcoming CIGO events.

About iDiscovery SiDiscovery Solutions IGI Supporterolutions

iDS, an award-winning, legal technology expert services firm, has been influencing the intersection of law and technology since its inception in 2008. With offices in D.C., Costa Mesa, California, and Seattle, iDS provides consulting, solutions, data analytics, and expert services in the areas of electronic discovery, digital forensics, information governance (IG) and enterprise applications.

iDS’ information governance solution – the xiGSM platform – is a customized, state-of-the-art methodology that leverages technology to keep business information systems organized, up-to-date and compliant. Its proactive approach works to reduce data duplication and keep valuable information at your fingertips – whenever you need it, for whatever reason.