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INFORMATION GOVERNANCE: THE FUTURE IS NOW

Information governance took center stage last month at the New York City LegalTech conference, on panels sponsored by Charter Supporter Nuix, and IGI Partner, ARMA International.

In the breakout session “Information Governance in the Now,” panelists explored where IG stands today as a concept, as a practice and as a market.

This panel was moderated by Julie Colgan, Head of Information Governance Solutions at Nuix. Panelists included IGI’s General Counsel Jay Brudz, Partner, Drinker Biddle & Reath LLP.

The panelists discussed the fact that information governance is moving from theory to practice. But what exactly does it mean when people say they’re doing information governance? Is information just a new name for records management, or is it something else?

Those may be hard questions to answers. But it’s Brudz’ opinion that while most mature organizations are good at managing records, the people in charge of that task don’t typically interact with the business people to ensure they have the information necessary to make the best decisions for their companies.

The solution to the problem is to create the position of the chief information governance officer (CIGO) – a C-level executive who can bridge that gap between the governance side of the organization and the business side to help business get done what it wants to get done, Brudz said.

“It’s not just about risk, it’s also about opportunity and where you can build that bridge,” he said. “For a more mature organization, CIGO is that bridge. Someone has to be in charge of the governance of information and we need accountability and properly empowered leadership to get this done.”

Colgan agreed that what’s needed is for disparate stakeholders to come together to ensure that big data initiatives have the foundation upon which to be successful.

“If we are doing data mining to uncover insights about our customers or markets we need to have reliance that the information has integrity and it’s good to make decisions on and that trends we are uncovering are real and reliable to make decisions on,” she said.

Brudz also said that cybersecurity – particuarly in response recent data security breaches – as well as big data projects are going to drive executives to think about adding funding for IG projects into their budgets.

Information governance, therefore, should incorporate all the tools needed to better manage information. Implementing an IG strategy will help unlock the value of data and improve decision making.

In the “Information Governance 2020 and Beyond” session, also moderated by Colgan, a panel of IG visionaries, including Barclay Blair, IGI’s Founder and Executive Director, looked into their crystal balls to deliver predictions about the future of IG.

“Good information governance practice requires knowing where important data is stored, understanding what it is worth and making sure it is protected,” according to ARMA. “Over the next decade, technological and economic changes will challenge businesses; new data consumers, types, sources and endpoints will require businesses to continually adapt their information governance and security policies or risk losing data integrity.”

However, there is an incredible vacuum at the corporate governance layer around the problem and the opportunities of information, Blair said.

“The CIO title is a lie,” he said. “CIOs do not own information, they own infrastructure. So who is the owner of the information? That is the unanswered question that is going to be answered for sure by 2020. Will that person be a chief information governance officer as we have posited?”

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For his part, Blair said he doesn’t care what it’s called but there must be a coordinating function to bring together all of the silos in an organization that are trying to solve the same problems: What is the value associated with the information and what are the risks?

“There’s no clearing house for those things to be rationalized in a logical way and that’s what’s needed and that need isn’t going to go away,” he said. “And it’s going to get funded – money is coming from information security into information governance.”

Panelists agreed that information governance is here to stay because the information silos are converging and now people in all departments are sitting together at the table, working in a more coordinated effort.

“Whether we call it information governance or not, I really don’t care,” said Jason Stearns, corporate vice president in the business resilience department and corporate records manager at New York Life Insurance Company. “Are we working in a coordinated effort for the same end result. That’s what I care about.”

Some panelists weren’t sure whether the person heading up this function needed a special title, such as chief information governance officer, as long as that individual was getting the job done. Others, however, said in terms of wading through the politics of an organization and selling IG programs internally, title matters – but the substance behind the title matters more.

“We need to entice people into the industry and if a title help people to be respected, then we need to have some sort of label, but we need to ask what the job description is,” Stearns.

Blair said the IGI is working on a job description for a CIGO – not to solve world hunger – but to push market forward to highlight the fact that there is a clear vacuum at the executive layer around who owns the information.

“Definitions are important because big companies won’t invest money in something unless Gartner says it’s a thing,” Blair said. “Vendors won’t put money into developing technology to solve a problem unless they think it’s a thing.”

For IG to become a mainstream discipline in organizations, it has to coalesce around a common understanding, so definitions matter, Blair added.

“We have to be speaking the same language to have this conversation,” he said.

As to the question of whether there is an IG market, Blair said, “our research indicates that people are buying and selling stuff that they think of as IG. If that’s not a market, I don’t know what it is.”

By 2020, a successful adoption of IG would mean it would be embedded into the way we do business rather than as a separate discipline and market, according to Blair.

 

ATTEND THE IGI’S BOOT CAMP AT CARDOZO SCHOOL OF LAW FEBRUARY 2, 2015

The IGI is planning our first NYC boot camp in partnership with Cardozo School of Law during LegalTech week. The one-day, information governance (IG) “boot camp” will take place on Monday, February 2, 2015 from 9:00 AM to 4:00 PM.

Learn more and register here.

The IGI Boot Camps are designed as an interactive environment in which practitioners can gain hands-on, practical experience about the implementation and ongoing development of IG programs in their organizations. During our “Getting IG Off the Ground” Boot Camps, practitioners will learn about setting the stage for IG at their organizations, getting started on their first IG project, the challenges around forming an IG steering committee, and much more. The IGI Executive Team—Barclay T. Blair, Bennett B. Borden, Jason R. Baron, and Jay Brudz—will facilitate discussions and group breakout sessions.

Agenda:

9:00 AM to 9:30 AM                                       Boot Camp Registration Check In
9:30 AM to 10:00  AM                                    Setting the Stage
10:00 AM to 11:00 AM                                   Identifying and Coordinating the Facets of IG
11:00 AM to 11:15 AM                                    Networking Break
11:15 AM to 12:15 PM                                     Forming and Running an IG Steering Committee
12:15 PM to 1:00 PM                                      Lunch (Hosted in Lobby area)
1:00 PM to 2:00 PM                                       Taking Action: Quick & Dirty or Big Bang?
2:00 PM to 2:15 PM                                       Networking Break
2:15 PM to 2:45 PM                                       IG Project with Technology Presentation
2:45 PM to 3:00 PM                                      Workshop Wrap Up
3:00 PM to 4:00 PM                                      Artisanal Cocktail Hour Courtesy of The Glenmont Group

Read more about past IGI Boot Camps at InfoGovCon 2014 and RelativityFest.

Seating is limited. Register today to save your spot!

 

 

IGI BOOT CAMP ON FEBRUARY 2, 2015 AND ROUND UP OF IGI’S PARTICIPATION AT LEGALTECH® NEW YORK, FEBRUARY 3-5, 2015

It’s time again for LegalTech® New York. Join members of the Information Governance Initiative (IGI) Executive Team—Barclay T. Blair, Bennett B. Borden, Jason R. Baron, and Jay Brudz—who are participating in numerous panels at the upcoming LegalTech New York held February 3-5, 2015. This year marks the IGI’s one year anniversary. See below for a list of panels on which the team is speaking. Register for the conference here.

Save the date and register for IGI’s one-day, boot camp on at Cardozo School of Law on Monday, February 2, from 9:00 AM to 4:00 PM. The IGI Boot Camp is a practical, hands-on seminar about IG. During the sessions, practitioners will learn about setting the stage for IG at their organizations, getting started on their first IG project, forming an IG steering committee, and much more. Seating is limited. Register today to reserve your spot.

Round Up of IGI’s Participation at LegalTech New York

Day 1: February 3, 2015
Title: Counsel’s Secret Weapon in the Information Wars: Governance Strategies and Tactics
Track 1: Information Governance
Time: 2:00 PM-3:15 PM
Jason R. Baron (IGI Co-Chair) speaks on a panel sponsored by IGI Charter Supporter, HP.

Day 2: February 4, 2015
Title: User-Defined Predictive Coding for Fact Finding and Prioritized Review
Track 1: User-Centric Discovery
Time: 2:00 PM-3:15 PM
Jay Brudz (IGI General Counsel) speaks on a panel sponsored by IGI Charter Supporter, Recommind.

Title: Information Governance: Applying Technology to Information Governance: Data Management, Litigation Holds, Records Retention and Destruction
Track 6: EDiscovery Empowerment
Time: 3:45 PM-5:00 PM
Bennett B. Borden (IGI Co-Founder and Chair) speaks on a panel sponsored by IGI Supporter, Kroll Ontrack.

Day 3: February 5, 2015
Title: Information Governance in the Now
Track 4: Information Governance Today, Tomorrow and Beyond
Time: 10:30 PM-11:45 AM
Jay Brudz (IGI General Counsel) speaks on a panel sponsored by IGI Charter Supporter, Nuix, and IGI partner, ARMA International.

Title: Legal’s New Role in Enterprise Risk Management: Using ‘Big Data’ Analytics to Identify Hidden Risks
Track 8: Big Data & Analytics
Time: 10:30 AM -11:45 AM
Bennett B. Borden (IGI Founder and Chair) speaks on a panel sponsored by IGI Charter Supporter, Xerox.

Title: Protecting Employee and Customer Privacy in an Era of ‘Big Data’ Monitoring
Track 8: Big Data & Analytics
Time: 12:15 PM to 1:30 PM
Jason R. Baron (IGI Co- Chair) leads a panel discussion sponsored by IGI Charter Supporter, Xerox.

Title: Information Governance 2020 and Beyond
Track 4: Information Governance Today, Tomorrow and Beyond
Time: 2:00 PM -3:00 PM
Barclay T. Blair (IGI Founder and Executive Director) speaks on a panel sponsored by IGI Charter Supporter, Nuix, and IGI partner, ARMA International.

 
IGI Boot Camp at InfoGovCon

IGI’S INAUGURAL BOOT CAMP AT INFOGOVCON IS A SUCCESS

The Information Governance Initiative’s (IGI) inaugural IGI Boot Camp at the Information Governance Conference (InfoGovCon) on September 9, 2014 was met with both enthusiastic participation and great feedback from attendees. The over 30 participants covered a very diverse range of backgrounds, showing that information governance (IG) as a multi-stakeholder effort is catching on. IG practitioners came from a variety of perspectives, with titles such as: Director of Risk, VP of eDiscovery, Director of IT, CEO, Chief Technology Officer, Director of Business Development, and Director of RIM.

Discussing Facets at IGI Boot Camp at InfoGovCon

The IGI Executive team—Barclay T. Blair, Bennett B. Borden, Jason R. Baron, and Jay Brudz—led discussions and guided participants through a series of working sessions designed to provide participants with a practical, hands-on approach to IG. During the boot camp, participants learned about setting the stage for IG at their organizations, the various “facets” of IG, how to form a steering committee, getting started on their first IG project, and much more. During the working sessions, participants had an opportunity to roll up their sleeves and work with peers to explore the various facets of IG, their interests, and potential conflicts and synergies. They also saw an IG steering committee in action, had an opportunity to identify potential dysfunctions, and brainstormed with the group about solutions. Finally, they had a chance to begin building a plan for an IG project. The learning will continue as our boot camp participants are now part of a group in our online community where they will continue working collaboratively.

Attendees Working on Projects at IGI Inaugural Boot Bamp

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Presenting project results at IGI Boot Camp

We could not have asked for a better group of participants for our inaugural IGI Boot Camp. Their enthusiasm and thoughtful contributions to the exercises and discussions made the day the success it was. Our team had a great time working with everyone. Thank you!

Here is what some of the participants had to say:

“Finally, a real-world, hands-on experience. The ‘play-acting’ scenarios were exactly what I've experienced and the discussions afterwards provided clear, sound suggestions for handling the situations for a win-win outcome. I highly recommend this event and look forward to another one next year!”—Melissa G. Dederer, MBA, CRM, IGP

“This session was a 'must'. Wish more sessions were available through InfoGov14. Real experience, tangible insight, and concrete takeaways.”—Rebecca Gallei, CRM Administrator

“Getting our hands dirty matching facets to 'what they care about' was more thought provoking than just reading or listening to a lecture of the facets of IG. Thank you!”—John Schaffer

“Great collaboration in an environment that was not limited to one industry and all viewpoints were represented at a level to encompass Information Governance at a global viewpoint.”—Sharon K. Keck, Director of Risk & Records Information Mgmt.

 

The IGI’s next Boot Camp will be held on Tuesday, October 14, 2014 in Chicago at kCura’s Relativity Fest. Relativity Fest, kCura’s annual conference for Relativity users, is a three-day, educational event including panels and a lab session. There are two options for attending: 1) One-day pass: Access to the one-day boot camp, where you will learn about and workshop the core facets of information governance. 2) Full conference pass: Access to the boot camp, plus three days of Relativity Fest content, including a federal judges’ panel on eDiscovery and a complete schedule of engaging educational sessions and hands-on labs. To register for the workshop or the full show, please click here or contact relativityfest@kcura.com with questions. If you want to attend future boot camps be sure to join the community so we can send you details about these and other events.

Join the IGI:
Not a member of the IGI Community? The IGI Community (Beta Version) is a place for practitioners from all facets of IG to come together and learn from each other. The IGI Community includes a public area where registered subscribers can access select IGI resources, and a private, by-invitation-only membership site for working IG practitioners. Join today.

 

IGI TEAM TO PARTICIPATE IN INFOGOVCON SEPTEMBER 8-10, 2014

The IGI will be participating in the upcoming Information Governance Conference (InfoGovCon) in Hartford, Connecticut on September 8-10, 2014. Jay Brudz (IGI Counsel) is scheduled to speak and Barclay T. Blair (IGI Founder and Executive Director) will keynote on the second day. IGI will also run an information governance “boot camp,” providing practical guidance for addressing IG issues. Stay tuned for more programming details.

In anticipation of the conference, the IGI caught up with Nick Inglis, InfoGovCon Co-Founder.

The IGI believes that bringing together the various facets that comprise information governance is the only way to achieve success in IG. As Nick Inglis explained, a similar line of reasoning went into the development of InfoGovCon.

“When we were coming up with the idea of The Information Governance Conference, we were coming together to discuss our thoughts on information governance. We didn't really feel as though any of the conferences we had recently attended had really articulated an inclusive understanding of information governance, despite information governance as a topic with relative frequency. Records management focused events weren't inclusive of privacy professionals, legal events weren't inclusive of technologists, etc. We decided that we wanted to create an event to bring together all of the various stakeholders in this blossoming industry,” explained Nick.

Pricing is another way in which the conference organizers hoped to achieve their goal of inclusiveness. “We approached this conference, not as an event company but as folks in the industry. As such, we wanted to create an incredibly affordable conference to include all stakeholders to information governance,” said Nick.

On InfoGovCon’s partnership with IGI and on our role in the industry, Nick remarked, “The IGI is a necessary aspect of a burgeoning industry. This think-tank has already developed a solid definition for information governance and the quality of the team behind the project is ensuring the top thought leadership for the industry. We're incredibly proud of our partnership with the IGI and will continue to be proud cheerleaders for the work of the IGI.”

To learn more about the conference and to register, visit the InfoGovCon website, here. Also, check out interviews with Barclay and Leigh Issacs (IGI Advisory Board member). Interview with Barclay, read more here. Leigh Issacs, read more here.

 

MEMBERS OF THE IGI LEADERSHIP TEAM WILL PARTICIPATE IN THE MER CONFERENCE IN CHICAGO ON MAY 19-21, 2014

Barclay T. Blair (IGI Founder & Executive Director), Jason R. Baron (IGI Co-Chair), and Jay Brudz (IGI General Counsel) will participate in The National Conference on Managing Electronic Records in Chicago from May 19-21, 2014.

Presented by Cohasset Associates, Inc., MER is a national conference focused on offering leading-edge and practical, real-life guidance on addressing the challenges presented by managing electronic records. Click here for conference details. Several IGI Charter Supporters are exhibitors at the event. Click here for a list of exhibitors. Consistently ranked as having excellent content by attendees, the MER Conference is in its 22nd year. Click here for information on registration.

The following is a list of the sessions in which the IGI team will be participating.

Session 2: CASE STUDY: Information Governance and Remediation: Case Studies from the Field (May 19th from 10:30-11:30)

Jason R. Baron and Jay Brudz will discuss the utilization of machine-learning and predictive coding technologies for document classification as part of a data remediation strategy. They will offer a framework for establishing a remediation plan as well as several real-world success stories. Click here for session abstract.

Session 12: The Real Deal: Inside an Information Governance Council Meeting - from Four Perspectives: RIM, Legal, IT, Privacy, and Business (May 20th from 8:30-9:30)

Barclay T. Blair will join Karen Knight (Cohasset Associates, Inc.), Jeremy Lewis (Federal Reserve Bank Chicago), Sue Trombley (Iron Mountain), and Kurt Wilhelm (NBC Universal, Inc.), and Elly Bracamontes (NACCO Materials Handling Group) to provide an inside look at the operation of a corporation’s IG Council as it tackles key issues including the implementation of a legacy data cleanup program. Click here for session abstract.

Session 23: Is Information The Problem or the Solution? A Discussion with Kon Leong Hosted by Barclay T. Blair (May 20th from 3:30-4:30)

Barclay T. Blair will speak one-on-one with Kon Leong (ZL Technologies) about the future of information. The two IG “futurists” will discuss topics including: whether large volumes of information are a benefit or burden, whether centralized or in place approaches will be the information management solution of the future, and a technological convergence that may offer solutions for IG problems. Click here for session abstract.

Session 25: 20/20 Vision on Information Governance 2020 (May 21st from 8:30-10:00)

Barclay T. Blair and Jay Brudz will join Eric Hibbard (Hitachi Data Systems), Steven Teppler (The Abbott Law Group), Carol Stainbrook (Cohasset Associates, Inc.), and Kenneth Withers (The Sedona Conference) as the panel makes predictions about the future of information governance. Survey questions submitted to the panelists prior to the session will also be presented. Click here for session abstract.