Category: Professional Development

My Hope for ARMA International

My Hope for ARMA International

For almost 65 years, ARMA International has provided an exceptional level of educational value, professional resources and guidance to members of the information management field and business community. Those efforts have aided organizations in recognizing the importance of RIM/IG practitioners’ unique skillsets and helped incorporate them into their IT and governance programs. Indeed, both public and private entities benefit enormously from the mission of this organization, which much like its subject matter, has swiftly transformed to meet evolving civic and corporate demands. This rich history and dedication to its members, the business community and the public is exactly what I’d like to see continue in the coming decade. But my hope would also be for all of our membership, from fellows on down, to more enthusiastically apply the insight, lessons and strategies they’ve acquired over their careers to help ARMA in both achieving its long-term strategic plans and in exceeding its annual goals.

ARMA can lead the way by developing and fostering cutting edge information strategies that sit on the peaks of this new horizon and by driving the conversations that illuminate the valleys in between.

For the last twenty years I’ve held prominent leadership roles at both Fortune 500 companies and revered legal firms including Farmers Insurance, Paramount Pictures, Relativity Media and Kilpatrick Townsend. My work history has taken me from the trenches of service bureaus to the hot seat of penthouse boardrooms. Along the path I’ve attained a set of credentials beginning with a CRM from the Institute of Certified Records Managers in 2013, followed by an IGP from ARMA International in 2014. In June of 2016 ARMA International selected me for its Member Profile and in 2017 my team’s efforts at Farmers Insurance earned us ARMA’s coveted Excellence for an Organization Award. Because of all this I am eternally grateful for the opportunities which ARMA has provided along my career path. I’ve also been affiliated with the local ARMA-GLA chapter for the better part of the last decade and had the chance to see how powerful and influential a local chapter can be in bringing education and awareness to members of the organization as a whole. Those chapters need our resilient support and their leaders deserve most of the credit for keeping ARMA together all these years. They are the pillars of this intellectual edifice.

The next few years will see organizations in all industries balancing a world ripe with business opportunities with an evolving universe of risk and regulations. Technology, processes, people and the associations they subscribe to are being forced to adapt to this dynamic new digital landscape in both their personal and professional lives. ARMA can lead the way by developing and fostering cutting edge information strategies that sit on the peaks of this new horizon and by driving the conversations that illuminate the valleys in between.ARMA International

As we dive into the second decade of the 21st century, I want ARMA to emerge as a defining voice in the global digital disruption and transformation discussion. By the same token, the professional development and success of ARMA’s members is central to that voice being heard loud and clear. The imminent need for effective information governance throughout the software and document lifecycle will likely broaden ARMA’s appeal to groups, professionals and verticals once unfamiliar with its offerings. In continuing to partner with and perhaps exploring mergers or acquisitions of like-minded organizations and businesses, ARMA can enhance its niche, enrich the knowledge offering and bolster its network.

With the right choices, ARMA is poised to stand as a premier educational and professional service offering for this brave new world, in part by having established itself as the knowledge and resource mecca for Information Governance standards, but equally as a promoter and champion of its members, helping them connect to tangible digital transformation solutions. This means enabling and encouraging our colleagues to rise to the challenges that will shape and define the newest careers in the Information Age.

ARMA should also find new ways to play an instrumental role in highlighting and refining best practices and approaches around not just Enterprise Content Management but Big Data, Blockchain, AI, Privacy, the Internet of Things and Quantum Computing. It must pursue unique engagements with new corporate sponsors who are at the forefront of much of the change and innovation we’re witnessing. I would hope ARMA would want to have a valued and notable sponsorship level presence at the major technology conferences in the coming years including BoxWorks and BlackHat which are hungry for our narrative and talent. ARMA must strive to remain platform agnostic but must also accept the realities of dominant technologies and embrace their significance.

The association should work closely with the legal, regulatory and ethical bodies and communities that study the impact of digital transformations on businesses as well as the individual in society. This need is evidenced by the increase in privacy regulations and laws recently passed in the EU and in the United States. Building on these relationships will lend credibility to our certifications and designations. That credibility should in turn be used by ARMA leaders and members to participate in media commentary on newsworthy information management events and issues. ARMA should strive to have those perspectives sourced by popular media and journalists alike, thus bringing further recognition to the organization and marketing its relevance. ARMA should act to elevate its experienced speakers as well as new disruptive voices. Our expertise is newsworthy and needs to be heard!

The next few years really are a once-in-a-lifetime opportunity to seize on this demand for Information Governance solutions and tap the potential of the professional community that supports it. My hope is that community will be the people that love and celebrate ARMA.


Rafael Moscatel, CRM, IGP, is the Managing Director of Compliance and Privacy Partners, LLC. Reach him at 323-413-7432, follow him on Twitter at @rafael_moscatel or visit http://www.capp-llc.com

Document Strategy Forum Next Week! My Session – Executing the Information Governance Strategy for the Post-Cloud World

Content. Communication. Strategy.

I’ve attended and spoken at many different “information management” conferences over the years and each has their strengths and weaknesses. But I’m especially excited to speak at DSF ’19 this year, sponsored by companies like OpenText, Quadient, Adobe, PitneyBowes and Doculabs. Why am I so thrilled? Besides the fact that I get to share my thoughts and experiences for the first time representing Compliance & Privacy Partners, this conference is practitioner driven, with a stellar board of advisors that has spent time with its presenters, making sure the content fits the program tracks AND elevates the conversation.

At the very heart of all the buzz surrounding “big data and artificial intelligence (AI) lives a universal truth- Information is the critical asset of every organization. Information flows through people and applications at such a rapid pace that it demands effective management. Enterprises are flying blind if they don’t have an information management strategy. It is impossible to understand customer needs and improve their experiences without the right information feeding decision making systems. Without proper management of info, employee engagement is doomed. The bottom line is that effective information management will dictate critical decisions for both internal and external facing processes that bring the intersection of employees and customers into context. –David Mario Smith in the latest Document Strategy Magazine

I’ll be presenting a best practices deck on Executing the Information Governance Strategy for the Post-Cloud World in the Automation of Information track, covering Records Compliance, Legal Hold Software and Enterprise Architecture Tools.

Agenda:

  • How to build and automate your Information Governance strategy using the right policies, technology, and stakeholders
  • How to recognize the right collaboration opportunities and strategically partner on the projects most likely to support and advance your agenda
  • What approaches to take when introducing your plans to senior leadership and how to effectively manage the optics around your contributions to your company’s bottom line

Tickets may be available if you act now but the event is quickly selling out. You can learn more here.

This slideshow requires JavaScript.

Book Review: Infonomics – How to Monetize, Manage, and Measure Information As An Asset For Competitive Advantage by Douglas B. Laney

Are CFO’s finally ready to heed the advice of their Chief Data Officers and begin adding information assets to the balance sheet?

Although the commonly used quote “There is nothing more powerful than an idea whose time has come.” is regularly and erroneously misattributed to Victor Hugo, originating from his account of the French coup d’état of 1851 that brought Napoleon III to power, I feel it’s almost appropriate for Douglas B. Laney’s passionate argument on Infonomics. It’s an idea he’s been meticulously developing and arguing for almost two decades and has at last fully articulated in his latest book published by Taylor & Francis entitled Infonomics: How to Monetize, Manage, and Measure Information As An Asset For Competitive Advantage. Laney previously published his thoughts on Infonomics in Forbes back in 2012.

This brilliantly researched book, supported by industry giant Gartner, is steeped in both a mastery of information technology as well as economics, in particular accounting methodology and complementing business disciplines that range from supply chain economics to compliance frameworks.

Laney, with brevity and unfailing pragmatism, weaves his impressive understanding of the business of information, it’s flow and it’s enormous potential into a convincing pleading that I believe is a must read for not just the aspiring digerati, but any CFO, Chief Data Officer or executive hoping to survive and thrive in the Information Age.

Continue reading “Book Review: Infonomics – How to Monetize, Manage, and Measure Information As An Asset For Competitive Advantage by Douglas B. Laney”

3 Timeless Business Lessons from a Real Life Superwoman

My Mother is 86 and doesn’t have a LinkedIn profile. But if she ever did, her headline would read something like… “Former ingenue, entrepreneur, dreamer, and the rest is none of your damn business, honey.” But to those who’ve had the privilege to know her over the decades her mantra has always been, quite simply, to treat everybody with dignity!

Here are 3 timeless business lessons she’s taught me to go along with that mantra.

3. The worst “they” can say is “no.” – Opportunities were not exactly flowing in depression-era Los Angeles, but that didn’t stop one young lady from putting herself out there. She helped my father through chiropractic school by working long hours as a Hollywood extra throughout the 50’s and 60’s. Though never quite achieving stardom she knocked on enough doors to get a lot of work, save some seed money and establish relationships that would eventually transform her life. Mom leveraged her new, tough shell to find opportunities, sell her strengths and laugh off rejection.  “It’s no big deal,” she constantly told me as a kid. At the end of the day you should never be afraid to ask for what you want because the absolute worst “they” can say is no. And you still get to keep your dignity.

2. Get everything in writing. – Unurprisingly, Mom had to learn this lesson like most of us… the hard way. This was the mid-century after all and commonplace to make agreements on a handshake. But it only took a few rotten deals for her to realize that keeping good records was key to helping a business stay on track and prospering. Putting it in writing lets the other person know that you need to be, and you will be, treated with dignity.

1. Don’t burn your bridges. – The keyword in the old adage that you can’t make a lot of money without making a few enemies is few. Just as one door opens and another closes, Mom never wanted to find herself in a new room with an old enemy. By treating everybody with dignity she managed to avoid burning many bridges. And for every bridge she burned, she’s probably built a thousand more. When a job or a deal doesn’t go your way, take the high road and don’t make it personal. You never know what the future brings or who might be bringing it.

scan_20150704-15.jpg

Mom’s success, not just in business, but among the people she calls colleagues, friends and family is based on dignity. And while there were many times in her life where she was unfairly treated, put at a disadvantage and rejected, she never forgot that. I guess that’s why I never had much of a problem following the 5th Commandment. Anybody remember that one?

Less is more, gaps are opportunities and relationships matter: A Case Study in Information Governance at #AIIM2018!

AIIM 2018 is just around the corner and I’m thrilled to be presenting my Case Study at this great conference which takes place April 10-13th, in San Antonio! Hope you can join me and so many like-minded in San Antonio this year or later in May when I’ll also be speaking about a program which was recently honored by ARMA International with its Excellence for an Organization Award!  Here are a few slides from my session which will be held on April 12th at 5PM.

This slideshow requires JavaScript.