Whether your organization is new to information management or a veteran of the discipline, you need a roadmap to organize your initiatives.
This post provides an information management roadmap. It presents a flexible roadmap model, explains how to modify it for your organization, and addresses the most relevant issues today—e.g. how to align your records management and information security programs.
We recommend a roadmap that includes three categories of initiatives:
For most information management initiatives within a successful program, there are an essential set of “baseline” roadmap projects you need to do. These “baseline” initiatives include five Program initiatives and one Technology initiative:
Then, at a minimum, you’ll need a technology initiative, to repurpose existing technology and/or to select new technologies to provide the capabilities necessary to meet the more robust information standards and requirements listed above. Then you will need to select and implement or “stand up” the solution. This can be relatively simple if your organization already has some tools lying around already in use. Or it can be more complex if you’re starting from scratch.
6. Implement the necessary technology: As necessary, evaluate and select the specific products for your information management initiatives. Then implement the foundational capabilities of the selected core solution. This will provide the environment for future on-boarding of various business areas and applications that require information management. At this point, you aren’t configuring the system for any particular applications or adding particular users and business areas. That’s next.
Now you’re ready to apply your new information management processes and tools to actual business processes, users, and business areas. For simplicity, you have two general types of business activities: “offensive” and “defensive.” “Offensive” processes may be administrative, focusing on running the business (e.g. Accounts Payable or Receivable in Accounting, and Employee Lifecycle Management in HR). “Offensive” processes may also be line of-business (LOB) processes (e.g. New Account Onboarding, Underwriting, Account Servicing, etc., in financial services and insurance). “Defensive” processes focus on risk management (e.g. Records Management [RM], Compliance, Security/Privacy, Legal Discovery, or Audit).
Here are the best candidates for initial information management Business Process Initiatives. I break them into Beginner, Intermediate, and Advanced categories. You probably know which bucket you belong in.
In future posts, I’ll dig deeper into the “baseline” roadmap initiatives and particularly the various kinds of business process initiatives. So stay tuned! But in the meantime, check out Doculabs’ consulting services in the development of roadmaps for information management. And be sure to contact us here if you’d like more information.