Making Enterprise Information Management (EIM) Work for Business
1st Edition
A Guide to Understanding Information as an Asset
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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:
- 25th May 2010
- Imprint:
- Morgan Kaufmann
- Paperback ISBN:
- 9780123756954
- eBook ISBN:
- 9780123756961
About the Author
John Ladley
John Ladley is a business thought leader and recognized authority in all aspects of Enterprise Information Management (EIM) with 35 years’ experience in planning, project management, improving IT organizations and successful implementation of information systems. John has led teams focused on improving a client’s business results through business intelligence, information management and data governance. John is widely published. John frequently writes and speaks on a variety of technology and data topics. His information management experience is balanced between strategic technology planning, project management and practical application of technology to business problems.
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