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Information Governance Must Change

Information governance (IG) is all the rules, regulations, legislation, standards, and policies with which organizations need to comply when they create, share, and use information. Governance is mandated internally and externally. ( PHIGs IMC Inc – 2014 ) The above graphic, courtesy of the Information Governance Initiative , presents facets of Information Governance


Blog Entry
Cloud Governance - First Things First

Governance in the Cloud: Where on Earth do you start?...My session, “Governance in the Cloud: Where on earth do you start?

Bryant Duhon's profile image

Blog Entry
Box Announces Governance – Another Step Towards #ECMnext

So Box came out and announced Box Governance this week...Box Governance provides three important capabilities: 1) Retention Management; 2) Content Security Policies (really should have something about “sensitive information” in the name); 3) Defensible eDiscovery


Blog Entry
Information Governance - An #infochat on January 29

The REAL Value of Governance: An AIIM #infochat Wrap from AIIM The return of the #infochat. Our topic for January 29 at 1 ET will be governance...Yet, when it comes to information governance this seems . . . stupid

Bryant Duhon's profile image




Blog Entry
Information Is Your Most Valuable Stuff - MANAGE IT!

In this AIIM 2013 Q & A, EMC’s Garth Landers goes beyond the usual platitudes about governance to explain why pervasive governance is GOOD for your business

Bryant Duhon's profile image

Blog Entry
Understanding Operating in the Hybrid Cloud - Office 365 & SharePoint 2013 - An EPC Group Case Study

New Hybrid (Office 365) Governance Fundamentals Users that Ignore Governance and Planning for the Real World If it’s easy to get around it, they will: To ensure it will happen, enforce it transparently If it’s to complex, it won’t happen Strike a balance between: Note: Always consider compliance around HIPAA, PHI, and PII related data in Office 365 and/or SharePoint 2013. EPC Group’s Hybrid Governance Framework Step 1 – Understand what to Enforce Step 2 – Balance the enforcement Step 3 – How and where to enforce Step 4 – Prioritize the enforcement solutions Step 5 – Continue to Review and Enforce When and What to Enforce - EPC Group Framework Governance Feature Enforce Nothing Enforce Something Enforce Everything PII Policy Document (‘here’s our policy on exposing PII’) Monthly Audit (manual or physical ; random or comprehensive) Automated Audit on Upload Site Quota No Quotas or Suggested Quotas Tiered Options; business rules Chargeback model Site Creation Training on Where it Goes IT creates for you Fully automated with workflow Site Expiration At owner discretion Manual email sent to site owners asking.. Automated notification/expiration based on business rules Site Removal Up to owner IT manually removes/archives Automated deletion/archival based on business rules / workflow What to Enforce – What is the Balance (EPC Group Framework Example) Governance Feature Enforce Nothing Enforce Something Enforce Everything Site Templates Let users pick from laundry list Limit list of templates Automatically pick site template based on business rules Metadata / Document Classification Users pick metadata columns & manually enter metadata Document Library templates and managed metadata Automated metadata population ; automated business rule enforcement Site Classification Governance Document Site Label (i.e. HBI/MBI/LBI) Automated site placement based on user input & verification Mission Critical Classification Governance Document IT manually creates site in “special” environment Automated site placement bin redundant data-center based on user input & verification Enforcement Scope – How to Enforce (EPC Group Example) Governance Provisioning Tools (EPC Group Example) Object in SharePoint 2013 and/or Office 365 Automatable Create Site Collections Create Sub Webs Create Hierarchy Available on Office 365 People | My Sites | Social ✓ ✓ ✓ ✓ Web Parts | Apps ✓ ✓ List Templates (STP and XML) ✓ ✓ Web Templates (WSP and XML) ✓ ✓ ✓ Site Quotas ✓ ✓ Web Event Receivers ✓ ✓ ✓ SPD Workflows and Actions ✓ ✓ ✓ * ✓ Feature Stapling ✓ ✓ ✓ ✓ * Workflows ✓ ✓ ✓ ✓ Site Definitions ✓ ✓ ✓ ✓ Timer Jobs ✓ ✓ ✓ ✓ Custom Site Provisioning Handlers ✓ ✓ ✓ ✓ Matching the Policy to the Office 365 and/or SharePoint 2013 Scope (EPC Group Example) Policy Type Scope Possible Options Security\ Identity Management Farm Web Application Provisioning workflows Timer Jobs Web application polices DNS/Infrastructure Reactive reporting Farm Web Application Sites/Webs Timer Jobs External Database Event Receivers Proactive Sites/Webs Custom Forms Event Receivers Feature Receivers Custom Field Controls Auditing Farm Web Application Timer Jobs External Database Changes Sites/Web Features Control Delegates Considerations in Complex Environments • Multi-tenancy ( Office 365 Issues when a user goes outside of I.T. to create a new “environment”) • Multiple farms • Hybrid on-premise and off-premise • Security (FBA, SAML claims, Extranets) • Global Clients with PHI, PII, Safe Harbor, Intellectual Property , EU Pushback, NSA Concerns in recent news Frequently Asked Questions of EPC Group • Terms of Service • Common user interface and navigation • Site directory and Office 365 and/or SharePoint 2013 ’s new Layout • Common header and footer content (standardize and creation of governed branding guide) • Structured provisioning with workflow • Site Mapping | Mapping the Owner to Content • BYOD \ "Bring Your Own Device" Strategies (Mobility) • Custom Branding | Responsive Design in Office 365 \ SharePoint 2013 • Site Backup and Restore (DR) and Archival EPC Group’s Nationally Recognized Practice Areas EPC Group leading SharePoint , Office 365 , Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs

Errin O'Connor's profile image

Blog Entry
You Can't Hug a Cloud, But you can Embrace Cloud Computing - An AIIM14 Session

She’s an advocate of Information Governance and an animal advocate. She contributed a chapter on SharePoint Governance in the recently published book, Managing Electronic Records: Methods, Best Practices, and Technologies

Bryant Duhon's profile image