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

Making Enterprise Information Management (EIM) Work for Business: A Guide to Understanding Information as an Asset provides a comprehensive discussion of EIM. It endeavors to explain information asset management and place it into a pragmatic, focused, and relevant light. The book is organized into two parts. Part 1 provides the material required to sell, understand, and validate the EIM program. It explains concepts such as treating Information, Data, and Content as true assets; information management maturity; and how EIM affects organizations. It also reviews the basic process that builds and maintains an EIM program, including two case studies that provide a birds-eye view of the products of the EIM program. Part 2 deals with the methods and artifacts necessary to maintain EIM and have the business manage information. Along with overviews of Information Asset concepts and the EIM process, it discusses how to initiate an EIM program and the necessary building blocks to manage the changes to managed data and content.

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