Harnessing Analytical Insights and Illuminating the Physical Realm of Dark Data – An Interview with Markus Lindelow of Iron Mountain

RAFAEL MOSCATELAnalytics, Artificial Intelligence, Big Data, Data Governance, GDPR, Giving Back, Information Governance, Interviews, Privacy, Records Retention Policy, , , , , , ,

Eighth in a series of in-depth interviews with innovators and leaders in the fields of Risk, Compliance and Information Governance across the globe.

Markus Lindelow leads the IG and Content Classification Practice Group at Iron Mountain, the world’s largest information management company, where he’s been pioneering breakthrough analytic techniques for over a decade. He holds a Master of Science degree in Computer Information Systems from Saint Edwards University and consults across a broad set of industries. I interviewed him in November to discuss his thoughts on the evolution of metadata, content classification, AI, and how organizations are using the new pillars of data science to break down their silos, help customers get lean and discover the hidden value in their big data sets.

Markus, you work with all kinds of companies to help them better understand and address the often incomplete metadata tied to some of their most valuable information assets in the form of historical paper records and materials retained over decades. In many cases, institutional memory has been completely lost and they’re struggling to figure out whether to dispose of these business records, balancing costs of over retention with risks of untimely destruction. How does your team leverage diagnostic, predictive and prescriptive analytics to make sense of what little data they might have to make informed decisions?

Our content classification process focuses on making the best use of the available metadata. This means classifying records with meaningful metadata as well as analyzing the classified inventory in order to create classification rules for records with little or no metadata. We have identified a number of attributes within the data that tend to correlate with classification conclusions. We assess the classified records associated with an attribute to create a profile that may inform a rule to classify the unclassified records sharing that same attribute…

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Navigating The Global Digital Economy – An Interview with April Dmytrenko, CRM, FAI

RAFAEL MOSCATELARMA International, Business Processes, Data Governance, Information Governance, Information Security and Protection, Institute of Certified Records Managers, Interviews, Privacy, Professional Development, Records Management, Records Retention Policy, , , , , ,

Seventh in a series of in-depth interviews with innovators and leaders in the fields of Risk, Compliance and Information Governance across the globe.

April Dmytrenko - Information Governance Perspectives

April Dmytrenko, CRM, FAI is a recognized thought leader in the field of information management, governance, compliance, and protection. As both a practioner and consultant, she works with global organizations on key initiatives and best practice approaches for the enterprise; developing sustainable solutions; integrating legally compliant programs focused on information/digital assets; motivating and facilitating multi-disciplined groups to collaborate on achievable goals; and building strategic partnerships with internal and external teams. She serves on industry action committees and governing and editorial boards, and is an active industry speaker, trainer, and author. I had the pleasure of sitting down with April this September to discuss privacy, the role of industry associations and key concerns for leaders navigating the global digital economy.

April, almost five years ago I asked what the next big frontier would be for those of us managing data, and more importantly where the jobs would be. You wisely predicted that privacy would be on the horizon. Well we now have a number of legislatures drafting regulations and CPO positions can’t seem to be filled quickly enough. Do you believe there is still time to enter this emerging field and make an impact?

Right now we are experiencing an amazing transformation of the business environment based on many things but particularly the evolution of technology and the global digital economy. It is indeed an exciting time but we are acutely “headline news” aware of the impacts of compromised data security and privacy, including financial impact on brand and reputation, litigation, and the overall burden and distraction on the business. The exponential growth rate of incidents of data theft, damage, loss or inadvertent disclosure continues to expand not only in frequency but scope, and complexity. While privacy concerns gained attention over 100 years ago, and became topical about 15 years ago, it is still truly in an infancy state. Privacy offers IG professionals a rich and important opportunity to expand their leadership or advisory role in maturing a unified approach to protection, compliance with laws and regulations, and incident response and recovery.

April Dmytrenko - Governance - Not Taking Risks
Courtesy ARMA International

In your role as a fellow of ARMA International, you’ve helped to connect organizations with practitioners who truly understand the discipline and benefits of Information Governance. How has this evolved over the years and what steps do you think organizations like ARMA and the ICRM need to keep taking to remain relevant?

This is a great question as the core IG professional organizations have been dealing with an identity crisis for some time, and still struggle to have a clear and concise “elevator speech” on mission and value. IG, while it has a wide breath, has many in the industry confused, and still is a term that does not universally resonate with senior management. These associations have tremendous value and passionate support but numbers speak volumes and membership and conference attendance have been decreasing for years. We are seeing the technology vendor market taking over a leadership role and may serve as the new defining force in setting direction and guiding the industry – self-serving yes but it could be what is needed going forward. I am not concerned about relevance as it will continue to be all about information and technology, and the management, protection and leveraging of information asset. While the role of a traditional Records Manager may not continue to be relevant, I don’t find it concerning – the relevance is in the work and it evolves.

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Farmers Case Study - Information Governance Perspectives

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

RAFAEL MOSCATELAIIM, Business Processes, Data Governance, Information Governance, Insurance, Professional Development, Records Management, Records Retention Policy, Risk and Compliance, , , , , , , ,

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.

ARMA - Excellence for an Organization - Rafael Moscatel

Farmers Insurance Wins Trade’s Highest Award For Records And Information Governance

RAFAEL MOSCATELARMA International, Data Governance, Information Governance, Information Security and Protection, Records Management, Records Retention Policy, , , , ,

Earlier this month, Farmers Insurance Group, Inc. was honored with the highest award for Records Management and Information Governance, “Excellence for an Organization,” by ARMA International.

The award recognized the achievements that our organization has made in the implementation and enhancement of our Records and Information Governance program as defined by the Generally Accepted Recordkeeping Principles® and the ARMA Maturity Model®. ARMA announced the award in InfoPro Magazine and at the ARMA Live Conference in Orlando.

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ARMA - Excellence for an Organization - Rafael Moscatel

June 2016 Member Spotlight: Rafael Moscatel, IGP, CRM

RAFAEL MOSCATELArchives, ARMA International, Information Governance, Information Management, Information Technology, Management, Records Management, Records Retention Policy, , , , ,

Very proud to be featured by ARMA’s Info Pro publication this month!

Jun 15, 2016

ARMA received the following nomination from April Dmytrenko, CRM, FAI, for the Member Spotlight:

Meet Rafael Moscatel, IGP, CRM

Rafael Moscatel is a Certified Records Manager (CRM) and Information Governance Professional (IGP) with more than 20 years of experience implementing world-class records retention, data governance, and compliance programs for large enterprises. He designed process transformations, led team-building efforts, and spearheaded change management initiatives in a variety of complex and highly regulated industries. His expertise includes developing document management strategies, decommissioning legacy systems, performing risk assessments, and performing audit remediation.

Rafael truly understands his field and specifically IG and technology. He was instrumental in rolling out the enterprise-wide program at Paramount Pictures. Now he is working for Farmers Group, where he has established an outstanding IG framework from which to continue to support an effective program. He is proactive, strategic, and not only a talented RIM professional but an excellent business professional. He develops outstanding collaborative relationships, understands the value of senior management support and involving the business units, and is a strategic risk taker.

Moscatel lives and works in Los Angeles. He serves as the director of information governance for Farmers Group, Inc. He has been an ARMA member for 12 years.

As you can tell, Rafael is a great fit for the Member Spotlight, an honor meant to recognize members’ involvement within the profession and the association. If you would like to network with him, you can contact him through LinkedIn www.linkedin.com/in/rafaelmoscatel or at rafaelmoscatelcrm.wordpress.com

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ARMA GLA - Rafael Moscatel

ARMA Spring Conference

RAFAEL MOSCATELArchives, Information Management, Information Technology, Management, Records Management, Records Retention Policy, ,

Please join me and some of my esteemed colleagues at the Annual ARMA-GLA Spring conference taking place this April at the Microsoft Technology Center in Playa Vista on April 15th, 2016!

DETAILS:

REGISTRATION CUT OFF:   April 8, 2016
CANCELLATION POLICY:  Full Refund if Canceled before April 8.   $50 cancellation fee if cancelled after April 8.
TRANSFER POLICY:  Registrations are transferrable anytime PRIOR to the event.   Attendance can not be SPLIT.  One attendee per admission only.   Please contact Event Organizer for transfer requests.
LOCATION:
The Microsoft Technology Center

The Paperless Office

RAFAEL MOSCATELBusiness Processes, Ethics, Information Governance, Information Technology, Law Firms, Records Management, Records Retention Policy, , , , , , ,

The extent to which any organization can reduce its dependency on paper is largely determined by laws and the industry regulations it faces, the technology available to it and how well its leaders manage change, internally as well as for customers.

Here are some thoughts on how to begin solving the paper problem around your office:

Understand the affordances of paper – One of the most thorough examinations of the issue of paper and its role in our lives and workplaces came in 2002 when MIT press published The Myth of the Paperless Office.  The book’s findings make a case for the “affordances of paper” and stress that to reduce paper production and consumption we must understand the underlying habits and processes driving how our clients and colleagues work.

Attorneys for example often require a contextual or “case at a glance” perspective that a chronological or issue focused file offers… a “story telling” approach to presenting information which can’t always be matched even with the best software. Similarly, auditors or project managers will often work with and create aggregated records which serve a specific purpose for which imaging might be overkill or too costly. And contrary to popular belief, there still exist quite a few scenarios where it remains more affordable, practical and efficient to even store information in paper form. Conversion costs and risks required to maintain the digital lifecycle of infrequently referenced documents and avoid bitrot* can often exceed those associated with retaining the same materials in paper form.

Make the right policy changes with executive level support – Every Records or Information Governance policy initiative or project your business undertakes should have senior level executive support and reflect the best practices within your industry.

Here are some policy and procedural ideas to consider that can act as catalysts for change.

  • Get a Retention Policy / Schedule, implement it and regularly enforce it -A Retention Schedule (often in line with a data map) is the most effective tool for properly managing records and information and its necessity cannot be understated.  It not only protects an organization and keeps paper and electronic storage costs low, it gives executives a tool for understanding and navigating the massive network of silos and records their businesses create.
  • Institute an E-signature Policy for all contracts under a specified financial threshold
  • De-duplicate emails and all other electronic content repositories systematically
  • Identify where duplicates are created, determine why and what can be done to prevent them going forward
  • Take a “final draft and / or executed version” approach to your document lifecycle rules Keep Reading