In this webinar, learn the five things you must have as part of your Governance plans and strategies. Want to follow along with the webinar replay? Download it here for FREE: https://info.aiim.org/information-plans-stalling-5-things-you-need-secret-sauce

1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Information Governance Plans Stalling?
5 Things You Need for the "Secret Sauce"
Presented October 23, 2019
Information Governance Plans Stalling?
5 Things You Need for the "Secret Sauce"
An AIIM Webinar presented October 23, 2019

2. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management

3. Underwritten by:
Tips for Participating in Today’s Webinar
Group Chat – to talk with each other, found in the icons along the bottom.
Q&A – for questions to the speakers, held for the end (and tech help).
Check out the Resources available to you today, in the box to the right of
the slides.
A Survey will open at the conclusion of the webinar – we value your feedback
on how we did today.

4. Underwritten by:
Today’s Speakers
Peggy Winton
President & CEO
AIIM
Ian Robert Moran
VP Business Development
Access
Host: Theresa Resek, CIP
Director
AIIM

5. Underwritten by:
Peggy Winton
President & CEO
AIIM
Introducing our Featured Speaker

6. Underwritten by:
A Major Shift in Perception of IG
From something you “should do”
To something you “must do”

7. Underwritten by:

8. Underwritten by:
Why is IG becoming Must Do?
1. Technology Domino
2. IG perspective
3. Security Imperative
4. Privacy Demands

9. Underwritten by:
An Ongoing Struggle

10. Underwritten by:
“Our c-level executives are not engaged at all”
73%

11. Underwritten by:
How to Sell Change?
1. PONC’ing usually fails
2. Information as an Asset
3. Solve a problem

12. Underwritten by:
Changing the Conversation

13. Underwritten by:
Establishing the Connection between IG & Strategy

14. Underwritten by:
Ingredient #1: a successful cross-functional team
LOBs Legal Sales/Marketing
? ?

15. Underwritten by:
Ideal IG Team?
1. Ideal car, dinner entre or color….?? Depends
on Organization
2. IT, Legal, Compliance, and Records for sure
3. The clients and protectors of the information:
Operations, Marketing, Finance, Security

16. Underwritten by:
Cross-functional Team
Business Leader
Marketing/Sales
Finance
Compliance
Legal
IT

17. Underwritten by:
Ingredient #2: audit the information you have
2%
25%
21%
16%
10%
7%
5% 6%
2%
5%
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currently coming
into your organization (call this current volume “X”). What do you predict
this volume will be in 2 years?

18. Underwritten by:
What Do We Have???
1. Consultative approach
2. Assess situation and admit there is a problem
3. Order to chaos

19. Underwritten by:
Technology Ecosystems
Integrated
Machine Learning
Automation

20. Underwritten by:
Ingredient #3: get rid of the “ROT”

21. Underwritten by:
Responsible De| …. | tion.
1. struct and …. let
2. Create a plan, use tools, execute plan
3. Create a plan of decisions, automate
execution

22. Underwritten by:
Retention Automation

23. Underwritten by:
Ingredient #4: set, run, & automate your
policies

24. Underwritten by:
Ingredient #4: (continued)

25. Underwritten by:
Ingredient #5: plan for the overall lifecycle –
seamlessly!

26. Underwritten by:
Ingredient #5: (continued)
8 lifecycle considerations:
1. Who created or received the information?
2. Who uses or accesses the information?
3. How is the information used?
4. Who manages the information on an ongoing basis?
5. Does a particular piece of information exist in more than one format rendition, or
version? Which one is the copy of record?
6. What format(s) are used to contain the information?
7. Where is the information physically located?
8. What kinds of retention requirements govern the lifecycle of the information?

27. 27 | Copyright © 2019 Access - Confidential
Access Supports the Entire Information Lifecycle
Information Lifecycle
Build the Management Tools and Processes
Assessments
& Essentials
Gap analysis/audit
Naming
conventions
Data structures
Procedures (ex. file
indexing)
IT systems
configuration
Policy
& Management
Governance and
management
policies
Retention
schedules
Privacy and data
security
management
Strategic Planning
& Governance
C-suite
discussions
Strategic planning
IT acquisition
Manage the Information Assets
Policy Execution
Provide
Storage
Accessibility
Hands-on records
management
Activate
information
Digitization
Meta data
Cloud storage
Process/workflow
automation
Destruction
Provide secure
destruction as
required by
retention policy
and risk profile

28. 28 | Copyright © 2019 Access - Confidential
Ian Robert Moran
Vice President
Business Development
imoran@accesscorp.com
1.877.345.3546
www.AccessCorp.com
AccessCorp.comebooks
Free eBook “From Vendor to Partner”
WHAT NOW!?!?!

29. 29 | Copyright © 2019 Access - Confidential29 | Copyright © 2019 Access - Confidential
Access
Overview

30. 30 | Copyright © 2019 Access - Confidential
Why Access
Key Differentiators
Complete product offering throughout the document lifecycle.
‒ from creation to destruction, paper and digital
‒ Full suite delivered in-house with one chain of custody. Your info never
leaves our hands
Better service, better client service and national / global scale.
With Access, you get all three.
Expertise in information governance, compliance and digital
transformation, in your industry. Skate to where the puck will be
with Access.
Our people make us different, and make us better. We are
wholly engaged with our clients, company and community every
day

31. 31 | Copyright © 2019 Access - Confidential
Lifecycle
Document
ManagementDigital Document
Management
Document
Scanning
Information
Governance
Document
Destruction
Offsite
Storage
Document
Creation

32. 32 | Copyright © 2019 Access - Confidential
• CartaDC & Conversion Services,
CartaHR Document Management
• LexiTrac
Media Storage
• Secure Vaulting
• Environmentally
Controlled
Core Document Services
• Document Storage
• Document Scanning
• File Indexing / FileBRIDGE Records
• Secure Destruction
Software / Digital Solutions
Access Solutions
Information Governance
Advisory services
Compliance / Policy / Implementation