Many companies do not have an information management strategy, or if they do, it usually lacks the focus required to truly add value to the organization. If your strategy is predicated on the notion that Information Management is merely a cost rather than an investment, then you likely see no return. If you do consider it an investment, and treat it as such– supplying resources and being vigilant in your processes–your business can reap huge rewards.
A true strategy begins with a corporate mandate on how and where documents are to be stored. In more complex organizations, such as engineering or scientific companies, a corporate librarian or archivist acts as gatekeeper; all documentation to be checked-in goes through this person who ensure propers tagging and metadata. This system also requires constant checks and balances to ensure that documents are maintained with consistency.
Getting to this point is not a simple shift in thinking or a quick fix. In fact, the initial audit to create a more robust information management infrastructure can be time consuming and even frustrating. In order to discover the extent of your information, you must perform a lengthy process of discovery. Going through all of the shared folders and rogue websites and other corporate artifacts can indeed be overwhelming. But in order to achieve a level of information management where that data becomes useful this process must occur. This process is best broken down, either by department, or by types of documents, or even by starting with those areas that seem more organized than others (this last approach may also help to not frighten you off too early in the game).
Once you have identified and categorized the full breath of the data, you must then begin to think of how you want to use that data. It might be tempting to go ahead and try to find a new product at this point and just start jamming all that old data into it; but in time you will have nothing better than where you came from. You must first take a hard look at the types of data you have, where they come from, how they relate, what their commonalities are, and how might you want to bring them together in a useful way in the future. You also must begin to consider and development things like metadata and taxonomy.
From here you can begin to consider tools and possible structures for capturing and storing this data. Cost certainly is going to drive this discussion; but it is worth looking at a variety of offerings even if they are out of your price range to give you ideas of the kind of things you may or may not want in your new CMS.
Putting structure around your data is critical. Metadata is a good place to start. Taxonomy is hugely valuable as well. I recall recently having a discussion with a group of people and trying to explain to them the value of taxonomy. It was hard for them to get past the notion of just keywords and directory structures (and the jokes about stuffing animals). What really threw them was that with a proper taxonomy, you could conceivably drop all of your documents (and I mean all of them) into one folder in your CMS. (You would not want to do this, of course, because for the people who are managing the content and checking in documents this would be a difficult way to see and use the data.) But the fact is that if everything is properly tagged within the taxonomy, you can use search to find anything you want. In fact, at that level you can employ a facetted search, which simply means that you can pick the area of the taxonomy you wish to search specifically (for example, products -> hardware -> printers).
Information Management is not just a phrase that means you have information and places to put it. It implies that there exists a strategy for identifying, categorizing, tagging, retrieving, and aggregating that data. It means that you have recognized that data as an investment that can return valuable information more consistently and efficiently, which can in turn create opportunities and drive your business goals.
written by Christopher Murray
\\ tags: information management cms taxonomy