Archive for the ‘Information Governance’ category

Jason R. Baron: why companies should pay attention to growing data volumes and to analytics

September 17, 2015

Jason Baron is awesome!!! Big data, analytics, predictive coding, business ethics and digital humanism… I love Baron’s fannnntabulous mind!!! This is a smart people watch. ~~~Felicia

eDisclosure Information Project

IGIJason R. Baron is Of Counsel at Drinker Biddle & Reath and Co-Chair of the Information Governance Initiative.

He was a keynote speaker at the LawTech Europe Congress in Prague last year, where he gave us many good reasons why companies should be paying attention to the ever-increasing volumes of data which they create and keep, not just to reduce cost and risk but to uncover valuable data.

This is one of two short videos which he recorded for me on that occasion. The other will follow shortly.


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Archivists’ and Records Managers’ Identities

August 13, 2015

This post is a good read. I completely agree with #2, as #1 is a reflection of professional ignorance! The articles cited at the end are interesting as well.

Archivists’ and Records Managers’ Identities – Two Opinions: Different Species or United as One?.

An Educational Trippy Trip to the Lone Star State

July 29, 2015

•••Flight Out•••

Last week I went to a conference in Austin, Texas to make a presentation and accept a leadership award. I learned so much during the course of the week and networked with many people. I visited the beautiful capitol and the Texas State Archives while I was there. 

Austin is an interesting city to say the least, and I can see why they have the saying “keep Austin weird.” After 5 was always a trippy adventure… from the crazy street people, to the bat bridge, to good eats. I didn’t take photos of the weird stuff though!

Amongst a gazillion bars, there was one real gym. It was a Gold’s. I like having a few drinks occasionally, but a gazillion bars is a far cry from my cup of tea! In my off work/downtime, I had the most fun on Lake Travis on my last day there.


•••Amazing Stonework Here•••


•••TX Archives actually had up a NM Archives Poster and a View of the Capitol from my Hotel Room Window•••


•••D Loooooved This Car and Lady Bird Lake•••



•••Me and D on the Bat Bridge on Congress Street and Our Ride in an Electric Car•••

Information Value Management (IVM)

April 28, 2015

This is a great read by Ariku. It is awesome how he discusses the culture of “silo type” data management and how this “paralyzes the enterprise view of data.” Yes. It does!! I absolutely love Maslow’s hierarchy of needs model and I can see how the model would apply to data management. This is worth a read.

Ariku's Blog

Introduction and Terminology

Information Management (IM)

a framework for managing all dimensions of enterprise data

This framework includes operational applications and their respective data repositories:

  • operational databases
  • data lakes
  • data appliances
  • data warehouses
  • MDM
  • social media
  • imported data from external sources

The management dimension includes data governance elements such as:

  • quality
  • safety
  • the information life cycle
  • standards and policies
  • and procedures for defining and handling data elements and structures

Information Value Management (IVM)

IVM is the subset of Information Management that focuses on maximizing the benefits that accompany high quality data. It’s a process for transforming raw information into refined actionable intelligence. It’s defined by best practices that ensure data quality by employing processes that determine if the information your organization is collecting is useful.

IVM is based on the premise that information cannot reliably support your business decisions and actions until measures, standards, and best practices designed to produce…

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Thank God for Good Work Ethic

April 16, 2015

••Meme by Felicia

I can’t feel anything but sorry for people who insist on reinforcing professional silos. “I can’t help you with this because that is your job!” I’m always shocked when I hear that some people still think that way since we work toward the same goal?! That’s one sentence I have never muttered. True professionals work together for the greater good behind the mission of an agency. We are all under one roof and that is how it should be.

It is the night before my interview. If there are three things that I can thank God for giving me they are: my excellent work ethic; a genuine loyalty to my agency and sister divisions; and my willingness to help other professionals without thinking twice. I believe those are things that my boss has recognized in me after so many years. I believe these things set me apart from others.

I work for the public. I work for other agencies and local government. I admire and respect the role my agency plays in the grand scheme of things. Technically, I work for every person, every bureau, and every division of my agency. That’s because I actually believe we are a team!!

Silos Hinder a Cohesive Knowledge Base

March 11, 2015

This is a great read on how silos can negatively impact projects and potentially lead to project failure. To succeed…we need to encourage holistic, “systems thinking.”

The Silo Effect in IT Management


The 3L’s that kill #data projects

March 10, 2015


Content in Context

The typical data project starts with the BA or systems architect asking: “fast, cheap or good – which one do you want?” But in my experience, no matter how much time you have, or how much money you are willing to throw at it, or what features you are willing to sacrifice, many initiatives are doomed to fail before you even start because of inherent obstacles – what I like to refer to as the 3L’s of data projects.

Image taken from "Computers at Work" © 1969 The Hamlyn Publishing Group Image taken from “Computers at Work” © 1969 The Hamlyn Publishing Group

Reflecting on work I have been doing with various clients over the past few years, it seems to me that despite their commitment to invest in system upgrades, migrate their content to new delivery platforms and automate their data processing, they often come unstuck due to fundamental flaws in their existing operations:


This is the most common…

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Rolling Up Your Records Management Sleeves!

November 5, 2014

Amazing post Rafael! Loved it! So true. Great to see the perspective of a CRM/IG Professional who is well-rounded. I am not afraid to roll up my sleeves and to sweat. I am a bureau chief and I still move boxes. I’m a hard worker and it’s great to read the story of another like me! I added your site to my follows. I am a CDIM who qualified to sit for the CRM recently. Sadly…I failed my first test with almost two decades of experience in records and archives. At the ARMA Live Conference in San Diego last week, I attended the ICRM Business Meeting and Reception. I was glad I went. I met so many smart people who have failed tests. It made me feel better. If you have a chance, check out “San Diego” in my category cloud. This was a great read!! Smart, tough people rock!!! Roll those sleeves up!! 🙂

The Bastards Blog

We all know that labor intense records management projects, those in which repetitive, mundane grunt work is required, are avoided like the plague by employees and management alike.

Even when a project does happen to spark interest and garner support, once it moves past the planning stages it can begin to feel like nobody on the team wants to be bothered with the actual logistics. Suddenly everybody is a “thought leader” and “focused on strategy” and that’s okay… but maybe that’s also where some of our productivity issues originate. 

Nonetheless, what can emerge from these situations, albeit rarely, are new leaders, because these are also opportunities for individuals willing to actually roll up their sleeves. These are people who drive initiatives and projects forward because they’re more interested in getting the job done and learning something than getting (or taking) the credit.

It’s amazing what you can accomplish with…

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ICRM Business Meeting and Reception: ARMA Live 2014

October 26, 2014


Institute of Certified Records Managers- Annual Business Meeting and Reception at the Hilton Bayfront in San Diego, CA

The first woman I met before the ICRM business was a blonde, beautiful Asian woman named Angeline Tan. She is a private consultant and CRM. Tan had a wonderful personality and is also a CH-SPRM (Certificate Holder- SharePoint Records Manager). She is a personable force holding a CRM since 1994. I had a great visit with she and Tony Leino, a CRM with IBM. Tan recommended that I check out the records management writings of Dr. Mark Langemo. She said he is awesome!

When the business meeting started, the board discussed the 2014 benchmarks, which included a plan for celebrating the 40th Anniversary of ICRM. 40 years? Wow! I discovered that as of October 2014, the institute added 44 new CRMs. There are 978 active CRMs, 178 retired CRMs, 998 active CRM candidates, and there were 143 approved CRM candidates in 2014 (hey!! There I am). I was under the impression that the CRM is being killed off by the IG certification, but low and behold…it is alive and well and rare and hard to pass. It made me feel good to meet so many smart people who had failed some tests. It turns out ICRM has revamped the exams due to “hate mail” from failures. Really?

I learned that the average salary minimum in the Southwest for a CRM is 88,000+ per year!!! Money isn’t everything, but learning that there are under 1,000 CRMs out there, means it is hard to earn and rare to have. I want it!!! Looks like they are changing exams from a 60/40 to a 50/50. There is now a 65% pass rate, so people do fail. Questions have been rewritten through part 5 and the question writers were introduced tonight. I was like agggghhhh “part 1” lady. What was that!?! Hahaaa… Turns out many people fail part 1 and 5. Go figure. I think every person I talked to said they had failed exams before they passed. I’m so glad to learn that. People way smarter than I failed.

~Selfie at the Sweet Bar~

~Custom Salad Bar~

After the meeting, there was a beautiful reception. I had so much fun, met so many smart people, and had great conversation. I love people who love networking and learning. I paid $30 out of my own pocket to attend the reception on the terrace, but I am so glad I did. I kept it clean eating a light salad even though there was food everywhere and a seriously awesome cake and chocolate covered strawberry pop bar. I did have a good margarita though. Just one because I’m working out super early tomorrow. It’s back day.

For the reception, I spent most of the time carrying a conversation with three people. Tom Corey, a new CRM is also an attorney with Huron Consulting Group. He lives in North Carolina and is a super smart man who failed exams. Dr. Eugenia K. Brumm, CRM, FAI (Fellow of Arma International) and former professor was an awesome woman to meet. She made the cover of Information Week Magazine in 1988 with her article “The Truth About CIOs.” Her dissertation is on this as well. She is from Billerica, MA. I aspire to be like her. She is a very accomplished, and knowledgeable woman. Carol R. Jordan, a CRM in the Office of Finance with Federal Home Loan Banks in Reston, VA was also a knowledge powerhouse. I had a great time chatting with these three. It was a good night.

Legal Roundtable: ARMA Live 2014

October 26, 2014


Legal Roundtable at the Hilton Bayfront in San Diego, CA

Wow…it was so interesting to attend a roundtable where the majority of the attendees were attorneys. It was very enlightening to sit in on the perspective of 180 person and 500 person firms. 500 lawyers??? Yikes! They have a different perspective than I do, but it was interesting to listen to a room full of people from the private sector discuss the information governance issues they face. Here were some of the things discussed and that I noted.

1) Matter Mobility- challenge of cold callers (assisting them) these are people who cold call looking for records.

2) Actual Record Transfers- issues with large transfers, chains of command, electronic records transfers, data verification,
electronic and physical inventories,
issues with retaining associated metadata, the need for skilled records staff, problems with broad records requests.

3) Email Management- processes lawyers/legal staff do/don’t use to manage records, maintaining or starting a “technology committee,”
developing an audit process to uncover problems, email management policy development,
“chunking out” manageable amounts of a project to process
timely request with large volumes of data.

I found it crazy that one attorney suggested that we just “delete all emails because there is so much and we can’t find anything anyhow.” What??

I also found it crazy that one lawyer said “his firm implemented a policy which declares that any emails not properly filed after 60 days are automatically permanently deleted from the system.” What??

4) ESI
using analytics

Visiting the R.I.M. Gym

October 20, 2014

I have been barraged with postcards and flyers and emails from vendors in the last couple of weeks. The vendors are gearing up with promotional material for the conference in San Diego. Out of about a bazillion cards…20 trees later, one actually got my attention. I will visit the “R.I.M. Gym” (booth 1331) “for a quick workout.” It takes a lot to get my attention, but I’d say Kaizen InfoSource pulled it off. Kaizen gets an A+ for a fresh guerrilla marketing weapon. Are the services they offer any good? That’s to be determined, but after poking around some tonight, the business seems to be a trusted resource by ARMA San Diego. The business has been involved in some digital initiatives there.


The IGI Tackles Information Governance for All

August 21, 2014

Interesting read. Looking into the IGP certification. Yesterday I attended a strategic planning meeting where I heard that the IGP certification is now replacing the CRM. Something to think about I guess!?

Word of Pie

The Two Bobs, Office SpaceThe Information Governance Initiative (IGI) released their 2014 Annual Report this week. I was actually sent a preview copy, but I was at the beach and it took me a while to get to reading the entire report. I could have readily written a simple write-up based upon the great executive summary, but I wanted to dig deeper.

I am glad that I did. It is easy to argue with the conclusions but without reading the facts behind them, it is wasted effort. That is one thing that I really like about the report, there was real thought into what the results of their surveys and conversations meant. That is something that you don’t see in many of these reports.

Defining Information Governance

The IGI offers a definition for Information Governance. It is fine for a working definition. No definition is perfect but I don’t see the point in quibbling…

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Infographics: Records Management

March 13, 2014

This infographic is interesting because it incorporates an “Enterprise Archive” versus the “Enterprise Content Management” system closer to the beginning of the life cycle of a record.

My Quest For Excellence

My super awesome sister  got me hooked on  infographics .  They serve as visual aids to help you get your point across.  Actually, an infographic is an interception of many related points and ideas  – data, networks, locations, etc.  It has an inherent ability to provide a ton information at a glance.

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