1. Moving Forward: The Application of Information Governance Jim Merrifield, IGP, CIP Director, Information Governance at FileTrail, Inc. @jimerrifield

2.  Develop skills to sell IG to C-Level  Gain insight from organizations who are applying IG  Receive practical tips to get started Agenda

3. What is Information Governance?

4. Sell to C-Suite

5. Engage C-Level Know How You Create Value Possess Business Acumen To See Through Their Eyes Prove You Will Own The Outcome Own The Next Steps

6. Phrases C’s like “Improve our customer satisfaction” “Increase our market share” “Decrease our operating expenses” “Increase our revenue” “Beat the competition or at least keep pace” “Shorten our time to market” “Reduce turn-over”

7. As IG professionals, we like to say… What C’s would rather hear Primary business driver “We’ve been allowing employees store information w/o proper restrictions, We know we can save $$ by implementing IG” “We’ve allowed employees store information in 10 different repositories. By implementing IG, we will reduce repositories to 5, decreasing storage expenses. We’ll get more for IT $$ spent. Decrease Operating Expenses Translation to C-speak

8. As IG professionals, we like to say… What C’s would rather hear Primary business driver “IG will help us deliver the right information to our clients faster” “Using modest projections & looking at case studies from other companies IG success, we feel IG will result in closing $____ in additional sales next quarter.” Increase Revenue Translation to C-speak

9. As IG professionals, we like to say… What C’s would rather hear Primary business driver “IG will reduce risk”“IG will ensure compliance with these current legislations____” (then list relevant ones) Reduce Risk and Safeguard Reputation Translation to C-speak

10. “Encourages ALL private and public sector organizations to develop, implement and maintain an appropriate cybersecurity program that complies with applicable ethical and legal obligations and is tailored to the nature and scope of the organization and the data and systems to be protected.” – ABA Res. 109 Amend 8/2014

11. “Cybersecurity has moved beyond the realm of technical personnel; the maintenance of a security program, including the components stressed in this resolution, is a responsibility that all senior executives, business owners, attorneys, general counsels, compliance officers, and government officials should embrace.” – ABA task force

12. Orgs Apply IG

13. Mid-Size Law Firm Business Situation Risk & Compliance Manager needed C-Level Sponsorship and form IG committee for new programSolution Partnered with existing committee that was already successful and working Result The firm’s IG program is off the ground

14. Global Law Firm Business Situation Volume of Legacy data was significant Limited Staff & Tech resources Cultural challengesSolution Identified low-hanging fruit Leveraged existing resources and used small victories to build business case Results Elevated presence of the records team Demonstrated ability to creatively accomplish tasks Shut down local file shares and moved content to C/M Reduced amount of storage and IT support Obtained management support for IG

15. How Long Does It Take To Get Started?

16. 7 Tips to get started

17. Sketch Out Your Plan

18. Understand Business Goals & Objectives

19. Commit to the Program

20. Create a Reasonable Work Environment

21. Establish Quick Wins

22. Select CIGO/IG Steering Committee

23. Shatter Information Silos Records Privacy IT Legal Business

24. 7 Tips for Success S Sketch Out Your Plan U Understand Business Needs & Goals C Commit to the Program C Create a Reasonable Work Environment E Establish Quick Wins S Select CIGO/IG Steering Committee S Shatter Information Silos

25. Thank You  Develop skills to sell IG to C-Level  Gain insight from organizations who are applying IG  Receive practical tips to get started Jim Merrifield, IGP, CIP jmerrifield@filetrail.com ; (646) 584-7687 @jimerrifield