Making Enterprise Information Management (EIM) Work for Business - 1st Edition - ISBN: 9780123756954, 9780123756961

Making Enterprise Information Management (EIM) Work for Business

1st Edition

A Guide to Understanding Information as an Asset

Authors: John Ladley
Paperback ISBN: 9780123756954
eBook ISBN: 9780123756961
Imprint: Morgan Kaufmann
Published Date: 25th May 2010
Page Count: 552
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Description


Preface

Acknowledgment

About the Author

Introduction

Chapter 1 The Asset Called Information

Formal Asset Treatment

EIM and IAM Explained

An Example

Content as Lubricant

Content as Fuel

Change

Definitions to Go Forward

Value Proposition Please

EIM Vision

Summary

Chapter 2 Exploring the Challenges

Gloomy Scenarios, Tipping Points, and Flat Worlds

Gloomy Scenarios

Tipping Points

Flat worlds and Other New Challenges

The Dominant Issues

How Does Asset Treatment Deal with These?

A Day in the Life

Avoiding the Scenarios

Convergence

Principles

Value

Summary

Chapter 3 Information Management Maturity

IMM — Basic Way to Look at Usage

Perspectives on Maturity

Usage and Content Basis

Capability Basis

Organization Basis

Assessment Instruments

Summary

Chapter 4 The Business Model

EIM — The Business Model

EIM Building Blocks

EIM Program Fundamentals

The Combined View — "A Day-in-the-Life"

EIM Organization

Do Right Things — The Things — Do Things Right

Logistics

Summary

Chapter 5 EIM Alignment

How Do EIM Objectives Tie to Business Goals?

Transparency and Planning

Turning Business Objectives into EIM Drivers

Aligning EIM Program Objectives

Summary

Chapter 6 A Case for the Case

Complementing Business Alignment

The IVC — Lets Beat up Another Metaphor!

Other Aspects of the Sell

Key IT and Business Considerations

Components of the Case for the Case

Vision

Risk Statements

Business Alignment

Costs of Data Quality

Costs of Missed Opportunities

Obstacles, Impacts and Changes

Presentation of the Case

Summary

Chapter 7 The EIM Business Case

Alignment

ROI

Nuts and Bolts — Business Area

Nuts and Bolts — IT Efficiency Area

Nuts and Bolts — Risk Management Area

Summary

Chapter 8 The Economic Conundrum of Information

Relative Methods

Summary

Chapter 9 An Overview of the Process

Assessments — Understanding Capability and Readiness

Alignment — Aligning EIM to the Business

Vision — Create the Vision Day in the Life

Business Model — EIM and Business Impact

Architectures — The Blueprint for EIM

Road Map — The Roll-out Strategy to Achieve IAM

Sustaining — Keep EIM Adding Value, Change your Behavior, and Manage Behavior

Summary

Chapter 10 Sustaining EIM and Culture Change

Common EIM Scenarios

Industry A — Energy

Industry B — Retail

Industry C — Government Agency

Root Causes

Human Behavior

Formal Change Management

A Little More About Resistance

A Basic Change Management Process

Build the Change Team

Conduct an Analysis of the Projects Potential Impact on the Organization

Build a Strong Sponsorship Coalition in Support of EIM

Plan and Execute a Comprehensive Change Strategy

Communications — A Few Thoughts

Business Case for Change Management

Organization Charts, Roles, and Responsibilities

Summary

Chapter 11 Sustain EIM and Business Alignment

Measuring EIM and IAM

Measuring Business Results

Key Performance Indicators (KPIs)

Pro Forma or Potential Risk Metrics

Measuring EIM Success

Data Quality

EIM/IAM Efficiency Metrics

Data Governance Metrics for Sustaining

EIM Progress Metrics

Measuring the Pro Forma Value of Content

Generally Accepted Information Principles™

Revisiting Business Alignment

Ongoing Activity

Summary

Chapter 12 Sustaining EIM and the Organization

Executive Considerations for EIM

Accountability

Data Governance

Organization Charts

Who is Affected?

Organization Chart Creativity

Controls and Compliance

Summary

Chapter 13 Placing EIM into Real Context

Case Studies

Case Study — UBETCHA Insurance

Background for UIC

UIC Case Approach

Facts from Data Collection

EIM Assessments

EIM Alignment

EIM Vision

EIM Business Model

EIM Architecture

EIM Road Map

EIM Sustaining Plan

Case Study — Farfel Emporium

Farfel Emporiums Background

Farfel Emporiums Case Approach

Facts from Data Collection

EIM Assessments

EIM Alignment

EIM Vision

EIM Business Model

EIM Architecture

EIM Road Map

EIM Sustaining Plan

Summary

Chapter 14 Final Words for Part 1

Top Three Success Factors for EIM

Top Five EIM Concepts

Summary

Chapter 15 Introduction to Part 2: EIM Overview for Managers

Make It So

Information Asset Management

Philosophies and Principles

Enterprise Information Management

What Does it Look Like?

Summary

Chapter 16 EIM Program Design Overview

The Nature of EIM Development

Our EIM Methodology Structure

High-Level View of the EIM Design and Deployment Process

EIM Process Concepts

The Cumulative, Living Flow of EIM Work Products

The Concept of Auditable Design

EIM Deliverables

EIM Methodology Examples

Summary

Chapter 17 Initiating the EIM Program Design

Initiation

More on the Type of Assessment

A Moment for Consultants

Sometime you Have to Sell EIM to Sell EIM

Some Helpful Topics

Factors in Customizing the Approach

Major Deliverables from Initiation

The EIM Team

Analyst Functions

Modeling and Artifact Functions

EIM Program Manager(s)

EIM Leadership

Rough Estimates

Summary

Chapter 18 How to Read the Phase Chapters

Chapter 19 Assessments

Activity: Information Maturity

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Change Capacity

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Business Readiness

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Data and Content Quality Assessment

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Collaborative Readiness

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 20 Alignment

Activity: Business Discovery

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Business Information Levers

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Business Alignment

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Preliminary Business Case

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 21 Vision for EIM

Activity: Business EIM Vision

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Preliminary Business Information Requirements (BIRs)

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Preliminary Business Model

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: EIM Business Case

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 22 Business Model

Activity: Refined Business Model

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Business Metrics and BIR Model

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Detailed Scenarios/Usage

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Preliminary Information Taxonomy

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 23 Architecture Part 1

Activity: Enterprise Metrics Architecture

Metrics and Information Requirements Characteristics

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Information Applications Frameworks

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Business Data and Content Management Architecture

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output — Farfel

Summary

Chapter 24 Architecture Part 2

Activity: Data Governance Architecture

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Information Value Chain Architecture

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Data Quality Architecture

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 25 Architecture Part 3

Activity: Community/Social Network Architecture

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Enterprise Taxonomy

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 26 Road Map

Activity: Applications Road Map

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: EIM Organization

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Data Governance Roll Out

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Activity: Sustaining Requirements

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Summary

Chapter 27 Sustaining EIM

Activity: Sustaining Activity

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: Organizational Roll Out

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: EIM Progress Metrics

Activity Summary

Business Benefits and Ramifications

Approach Considerations

Sample Output

Activity: EIM Program Management

Activity Summary

Business Benefits and Ramifications

Chapter 28 Measuring EIM and the Value of Information

Metrics for EIM

Financial Valuations

Accounting Primer

The Subjective Value Technique

Summary

Chapter 29 Down the Road

Periodic Road Map Refresh

Revisiting Business Alignment

Sustaining Requirements

Architecture Element Changes

Improvement in IMM

New Organization Behaviors

New Elements for EIM

Summary

Old State

Middle Transition State

New State

Chapter 30 Final Word

EIM Building Blocks Redux

Business Model

Information Handling and Use

Information Life Cycle

Applications

Technology

Organization

Compliance

Enterprise DNA

Culture

Governance

Managed Content

Summary

Appendix A Initiation Phase Summary and Work Products

Appendix B Assessment Phase Summary and Work Products

Appendix C Alignment Phase Summary and Work Products

Appendix D Vision Phase Summary and Work Products

Appendix E Business Model Phase Summary and Work Products

Appendix F Architectures Phase Summary and Work Products

Appendix G Road Map Phase Summary and Work Products

Appendix H Sustaining Phase Summary and Work Products

EIM Topics Bibliography

Index




Key Features

    Organizes information modularly, so you can delve directly into the topics that you need to understand
    Based in reality with practical case studies and a focus on getting the job done, even when confronted with tight budgets, resistant stakeholders, and security and compliance issues.
    *Includes applicatory templates, examples, and advice for executing every step of an EIM program.

    Readership

    Upper-level Data Management Professionals. This includes CxO’s (especially CIO’s and CKO’s) and project-related staff (such as Data and Enterprise Architects) devoted to the practice of managing data and information to support business strategies.

    Table of Contents


    Preface

    Acknowledgment

    About the Author

    Introduction

    Chapter 1 The Asset Called Information

    Formal Asset Treatment

    EIM and IAM Explained

    An Example

    Content as Lubricant

    Content as Fuel

    Change

    Definitions to Go Forward

    Value Proposition Please

    EIM Vision

    Summary

    Chapter 2 Exploring the Challenges

    Gloomy Scenarios, Tipping Points, and Flat Worlds

    Gloomy Scenarios

    Tipping Points

    Flat worlds and Other New Challenges

    The Dominant Issues

    How Does Asset Treatment Deal with These?

    A Day in the Life

    Avoiding the Scenarios

    Convergence

    Principles

    Value

    Summary

    Chapter 3 Information Management Maturity

    IMM — Basic Way to Look at Usage

    Perspectives on Maturity

    Usage and Content Basis

    Capability Basis

    Organization Basis

    Assessment Instruments

    Summary

    Chapter 4 The Business Model

    EIM — The Business Model

    EIM Building Blocks

    EIM Program Fundamentals

    The Combined View — "A Day-in-the-Life"

    EIM Organization

    Do Right Things — The Things — Do Things Right

    Logistics

    Summary

    Chapter 5 EIM Alignment

    How Do EIM Objectives Tie to Business Goals?

    Transparency and Planning

    Turning Business Objectives into EIM Drivers

    Aligning EIM Program Objectives

    Summary

    Chapter 6 A Case for the Case

    Complementing Business Alignment

    The IVC — Lets Beat up Another Metaphor!

    Other Aspects of the Sell

    Key IT and Business Considerations

    Components of the Case for the Case

    Vision

    Risk Statements

    Business Alignment

    Costs of Data Quality

    Costs of Missed Opportunities

    Obstacles, Impacts and Changes

    Presentation of the Case

    Summary

    Chapter 7 The EIM Business Case

    Alignment

    ROI

    Nuts and Bolts — Business Area

    Nuts and Bolts — IT Efficiency Area

    Nuts and Bolts — Risk Management Area

    Summary

    Chapter 8 The Economic Conundrum of Information

    Relative Methods

    Summary

    Chapter 9 An Overview of the Process

    Assessments — Understanding Capability and Readiness

    Alignment — Aligning EIM to the Business

    Vision — Create the Vision Day in the Life

    Business Model — EIM and Business Impact

    Architectures — The Blueprint for EIM

    Road Map — The Roll-out Strategy to Achieve IAM

    Sustaining — Keep EIM Adding Value, Change your Behavior, and Manage Behavior

    Summary

    Chapter 10 Sustaining EIM and Culture Change

    Common EIM Scenarios

    Industry A — Energy

    Industry B — Retail

    Industry C — Government Agency

    Root Causes

    Human Behavior

    Formal Change Management

    A Little More About Resistance

    A Basic Change Management Process

    Build the Change Team

    Conduct an Analysis of the Projects Potential Impact on the Organization

    Build a Strong Sponsorship Coalition in Support of EIM

    Plan and Execute a Comprehensive Change Strategy

    Communications — A Few Thoughts

    Business Case for Change Management

    Organization Charts, Roles, and Responsibilities

    Summary

    Chapter 11 Sustain EIM and Business Alignment

    Measuring EIM and IAM

    Measuring Business Results

    Key Performance Indicators (KPIs)

    Pro Forma or Potential Risk Metrics

    Measuring EIM Success

    Data Quality

    EIM/IAM Efficiency Metrics

    Data Governance Metrics for Sustaining

    EIM Progress Metrics

    Measuring the Pro Forma Value of Content

    Generally Accepted Information Principles™

    Revisiting Business Alignment

    Ongoing Activity

    Summary

    Chapter 12 Sustaining EIM and the Organization

    Executive Considerations for EIM

    Accountability

    Data Governance

    Organization Charts

    Who is Affected?

    Organization Chart Creativity

    Controls and Compliance

    Summary

    Chapter 13 Placing EIM into Real Context

    Case Studies

    Case Study — UBETCHA Insurance

    Background for UIC

    UIC Case Approach

    Facts from Data Collection

    EIM Assessments

    EIM Alignment

    EIM Vision

    EIM Business Model

    EIM Architecture

    EIM Road Map

    EIM Sustaining Plan

    Case Study — Farfel Emporium

    Farfel Emporiums Background

    Farfel Emporiums Case Approach

    Facts from Data Collection

    EIM Assessments

    EIM Alignment

    EIM Vision

    EIM Business Model

    EIM Architecture

    EIM Road Map

    EIM Sustaining Plan

    Summary

    Chapter 14 Final Words for Part 1

    Top Three Success Factors for EIM

    Top Five EIM Concepts

    Summary

    Chapter 15 Introduction to Part 2: EIM Overview for Managers

    Make It So

    Information Asset Management

    Philosophies and Principles

    Enterprise Information Management

    What Does it Look Like?

    Summary

    Chapter 16 EIM Program Design Overview

    The Nature of EIM Development

    Our EIM Methodology Structure

    High-Level View of the EIM Design and Deployment Process

    EIM Process Concepts

    The Cumulative, Living Flow of EIM Work Products

    The Concept of Auditable Design

    EIM Deliverables

    EIM Methodology Examples

    Summary

    Chapter 17 Initiating the EIM Program Design

    Initiation

    More on the Type of Assessment

    A Moment for Consultants

    Sometime you Have to Sell EIM to Sell EIM

    Some Helpful Topics

    Factors in Customizing the Approach

    Major Deliverables from Initiation

    The EIM Team

    Analyst Functions

    Modeling and Artifact Functions

    EIM Program Manager(s)

    EIM Leadership

    Rough Estimates

    Summary

    Chapter 18 How to Read the Phase Chapters

    Chapter 19 Assessments

    Activity: Information Maturity

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Change Capacity

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Business Readiness

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Data and Content Quality Assessment

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Collaborative Readiness

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 20 Alignment

    Activity: Business Discovery

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Business Information Levers

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Business Alignment

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Preliminary Business Case

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 21 Vision for EIM

    Activity: Business EIM Vision

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Preliminary Business Information Requirements (BIRs)

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Preliminary Business Model

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: EIM Business Case

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 22 Business Model

    Activity: Refined Business Model

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Business Metrics and BIR Model

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Detailed Scenarios/Usage

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Preliminary Information Taxonomy

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 23 Architecture Part 1

    Activity: Enterprise Metrics Architecture

    Metrics and Information Requirements Characteristics

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Information Applications Frameworks

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Business Data and Content Management Architecture

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output — Farfel

    Summary

    Chapter 24 Architecture Part 2

    Activity: Data Governance Architecture

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Information Value Chain Architecture

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Data Quality Architecture

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 25 Architecture Part 3

    Activity: Community/Social Network Architecture

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Enterprise Taxonomy

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 26 Road Map

    Activity: Applications Road Map

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: EIM Organization

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Data Governance Roll Out

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Activity: Sustaining Requirements

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Summary

    Chapter 27 Sustaining EIM

    Activity: Sustaining Activity

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: Organizational Roll Out

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: EIM Progress Metrics

    Activity Summary

    Business Benefits and Ramifications

    Approach Considerations

    Sample Output

    Activity: EIM Program Management

    Activity Summary

    Business Benefits and Ramifications

    Chapter 28 Measuring EIM and the Value of Information

    Metrics for EIM

    Financial Valuations

    Accounting Primer

    The Subjective Value Technique

    Summary

    Chapter 29 Down the Road

    Periodic Road Map Refresh

    Revisiting Business Alignment

    Sustaining Requirements

    Architecture Element Changes

    Improvement in IMM

    New Organization Behaviors

    New Elements for EIM

    Summary

    Old State

    Middle Transition State

    New State

    Chapter 30 Final Word

    EIM Building Blocks Redux

    Business Model

    Information Handling and Use

    Information Life Cycle

    Applications

    Technology

    Organization

    Compliance

    Enterprise DNA

    Culture

    Governance

    Managed Content

    Summary

    Appendix A Initiation Phase Summary and Work Products

    Appendix B Assessment Phase Summary and Work Products

    Appendix C Alignment Phase Summary and Work Products

    Appendix D Vision Phase Summary and Work Products

    Appendix E Business Model Phase Summary and Work Products

    Appendix F Architectures Phase Summary and Work Products

    Appendix G Road Map Phase Summary and Work Products

    Appendix H Sustaining Phase Summary and Work Products

    EIM Topics Bibliography

    Index




    Details

    No. of pages:
    552
    Language:
    English
    Copyright:
    © Morgan Kaufmann 2010
    Published:
    Imprint:
    Morgan Kaufmann
    eBook ISBN:
    9780123756961
    Paperback ISBN:
    9780123756954

    About the Author

    John Ladley

    John Ladley is currently the Principal of IMCue Solutions, a consultancy that focuses on providing high value EIM advisory services to CXOs, and IT vendors. He has also editor of the Data Strategy Journal.

    Affiliations and Expertise

    Principal of IMCue Solutions, Editor of the Data Strategy Journal

    Reviews

    "No one that I know of has attempted to deliver a true business perspective of EIM. And few people are qualified to do so. John is one of them.—Wayne Eckerson, Director, TDWI Research

    "The idea of information as an asset and the ability to manage it as such is extremely important right now. Not a lot of people know how to do it, but John Ladley is one who does. .—Danette McGilvray, author of Executing Data Quality Projects

    "Ladley, the author of Making EIM Work for Business -- A Guide to Managing Information as an Asset (2010, Morgan Kaufmann), has spoken and written widely on the topics of data governance and enterprise information management. He has 30 years of experience helping both IT and business leaders to better plan and manage information and projects. Ladley recently spoke at a TDWI Webinar on Data Governance for Business Leaders."--Interviewed on TDWI.com

    "This comprehensive guide to Enterprise Information Management (EIM) provides executives and information managers with both a firm theoretical rationale for developing holistic information systems that value knowledge as a business asset, as well as practical information on the development of robust, scalable systems for providing dynamic and deep business intelligence. The volume provides case studies and practical tutorials for developing both the IT infrastructure required but also for creating a culture that values, and can effectively use, the products delivered. Ladley is an experienced information management expert and EIM consultant."--SciTech Book News