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Spring Seminar:
An Investigation
in Value
Jesse Wilkins
President and Principal Consultant
Athro Consulting
April 19, 2023
Conference Agenda
• Harnessing Your Information to Create Business Value
• Modernizing Your Retention Schedule in the Age of Privacy
• Keynote: From Cartographer to CRM
• Professional Development for the RIM Professional
• Develop and Sustain Your Records Management Program with
a Records Management Playbook
Harnessing Your
Information to Create
Business Value
Jesse Wilkins
President and Principal Consultant
Athro Consulting
April 19, 2023
Join at slido.com
#5003083
ⓘ Start presenting to display the joining instructions on this slide.
Agenda
• We’ve Always Talked About Records
Management That Way
• Changing the Conversation
• Harnessing Your Information to Create
Business Value
What is the purpose of RIM?
ⓘ Start presenting to display the poll results on this slide.
The Perception of RIM
The Dog that
Barked – Or
Didn’t!
The People Who
Say, “NO!”
• Image source: Monty Python’s Holy Grail
The Purpose
of Records
Management
• To implement a cost-effective
Department-wide program that provides
for adequate and proper documentation
of Department activities…and promotes
economy and efficiency in the program.
• To ensure compliance with the
implementing regulations for Records
Management….
-- Source: NARA records management
toolkit, excerpt from U.S. Department of
Energy procurement document
Main Drivers for Records
Management
Source: AIIM ERM Practitioner course, 2009
Keeping the CEO Out of
Jail…
• Or the records manager…!
• What if the CEO should go to jail?
• When does ANYONE go to jail for
failure to comply with recordkeeping
requirements?
It’s a Brave New World of Technology
Email
1971
Personal computers
1981
Compact discs
1982
World Wide Web
1989
Microsoft Office
1990
Smart phones
1992
Social media
1997
Internet of Things
2002
Blockchain (via
Bitcoin)
2009
…So What?
We failed to recognize their business impact
We told business users not to use them for business
Instead of enabling the business, we actively interfered in it
The Bottom
Line
• Companies don’t care about
compliance*
*Well….
• Companies care about the bottom
line
• We have to shift the conversation
from compliance to cash!
Agenda
• We’ve Always Talked About Records
Management That Way
• Changing the Conversation
• Harnessing Your Information to Create
Business Value
The Business of the
Business
• The business is in the business
of the business
The Business of the
Business
• The business is in the business
of the business
• Information has to drive
business value
The Business of the
Business
• The business is in the business
of the business
• Information has to drive
business value
• Records and information
management has to drive
business value
We Need to Drive
Those Conversations
• If not us, who?
• If not now, when?
How do we change the conversation?
ⓘ Start presenting to display the poll results on this slide.
“Information is an Asset”
• Great – how about treating it
like one?
• What if companies treated
their money like they treat
their information?
• https://www.bytebacklaw.com
/2016/01/what-if-companies-
treated-their-money-like-their-
information/
Agenda
• We’ve Always Talked About Records
Management That Way
• Changing the Conversation
• Harnessing Your Information to
Create Business Value
Drive Business Value. Good information
management practices directly benefit the
bottom line of the organization.
Drive Business Value. Good information
management practices directly benefit the
bottom line of the organization.
The reverse is also true.
Understand the Compliance Issues - privacy,
legal, etc. – but position them as drivers of
business value.
Aviation Charts - Before Aviation Charts - Now
Digitize
Everything
That
Moves
Let’s Talk Turkey!
Let's work on your elevator pitch!
ⓘ Start presenting to display the poll results on this slide.
Additional
Resources
• Infonomics, Douglas B. Laney
• Making Enterprise Information
Management Work for Business,
John Ladley
• Selling Information Governance to
the Business, Sunil Soares
For More
Information
Jesse Wilkins
Principal Consultant, Athro Consulting
https://www.athroconsulting.com
jesse.wilkins@athroconsulting.com
Twitter: @jessewilkins
LinkedIn:
https://www.linkedin.com/in/jessewilkins

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  • 1. Spring Seminar: An Investigation in Value Jesse Wilkins President and Principal Consultant Athro Consulting April 19, 2023
  • 2. Conference Agenda • Harnessing Your Information to Create Business Value • Modernizing Your Retention Schedule in the Age of Privacy • Keynote: From Cartographer to CRM • Professional Development for the RIM Professional • Develop and Sustain Your Records Management Program with a Records Management Playbook
  • 3. Harnessing Your Information to Create Business Value Jesse Wilkins President and Principal Consultant Athro Consulting April 19, 2023
  • 4. Join at slido.com #5003083 ⓘ Start presenting to display the joining instructions on this slide.
  • 5. Agenda • We’ve Always Talked About Records Management That Way • Changing the Conversation • Harnessing Your Information to Create Business Value
  • 6. What is the purpose of RIM? ⓘ Start presenting to display the poll results on this slide.
  • 8. The Dog that Barked – Or Didn’t!
  • 9. The People Who Say, “NO!” • Image source: Monty Python’s Holy Grail
  • 10. The Purpose of Records Management • To implement a cost-effective Department-wide program that provides for adequate and proper documentation of Department activities…and promotes economy and efficiency in the program. • To ensure compliance with the implementing regulations for Records Management…. -- Source: NARA records management toolkit, excerpt from U.S. Department of Energy procurement document
  • 11. Main Drivers for Records Management Source: AIIM ERM Practitioner course, 2009
  • 12. Keeping the CEO Out of Jail… • Or the records manager…! • What if the CEO should go to jail? • When does ANYONE go to jail for failure to comply with recordkeeping requirements?
  • 13. It’s a Brave New World of Technology Email 1971 Personal computers 1981 Compact discs 1982 World Wide Web 1989 Microsoft Office 1990 Smart phones 1992 Social media 1997 Internet of Things 2002 Blockchain (via Bitcoin) 2009
  • 14. …So What? We failed to recognize their business impact We told business users not to use them for business Instead of enabling the business, we actively interfered in it
  • 15. The Bottom Line • Companies don’t care about compliance* *Well…. • Companies care about the bottom line • We have to shift the conversation from compliance to cash!
  • 16. Agenda • We’ve Always Talked About Records Management That Way • Changing the Conversation • Harnessing Your Information to Create Business Value
  • 17. The Business of the Business • The business is in the business of the business
  • 18. The Business of the Business • The business is in the business of the business • Information has to drive business value
  • 19. The Business of the Business • The business is in the business of the business • Information has to drive business value • Records and information management has to drive business value
  • 20. We Need to Drive Those Conversations • If not us, who? • If not now, when?
  • 21. How do we change the conversation? ⓘ Start presenting to display the poll results on this slide.
  • 22.
  • 23. “Information is an Asset” • Great – how about treating it like one? • What if companies treated their money like they treat their information? • https://www.bytebacklaw.com /2016/01/what-if-companies- treated-their-money-like-their- information/
  • 24. Agenda • We’ve Always Talked About Records Management That Way • Changing the Conversation • Harnessing Your Information to Create Business Value
  • 25. Drive Business Value. Good information management practices directly benefit the bottom line of the organization.
  • 26. Drive Business Value. Good information management practices directly benefit the bottom line of the organization. The reverse is also true.
  • 27. Understand the Compliance Issues - privacy, legal, etc. – but position them as drivers of business value.
  • 28. Aviation Charts - Before Aviation Charts - Now Digitize Everything That Moves
  • 30. Let's work on your elevator pitch! ⓘ Start presenting to display the poll results on this slide.
  • 31. Additional Resources • Infonomics, Douglas B. Laney • Making Enterprise Information Management Work for Business, John Ladley • Selling Information Governance to the Business, Sunil Soares
  • 32.
  • 33. For More Information Jesse Wilkins Principal Consultant, Athro Consulting https://www.athroconsulting.com jesse.wilkins@athroconsulting.com Twitter: @jessewilkins LinkedIn: https://www.linkedin.com/in/jessewilkins