Business Case Stats Needed…AGAIN!!

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Most of us have had to pull together one, if not many, business cases to try to advance how our companies manage/leverage information. At times, we’re able to pull together analytics from our own company, but more often it seems we have to rely on metrics from others to actually get the attention of leadership (let’s face it, they rarely trust internal SMEs for data). For many of us, the “why we should improve” statements are beyond obvious, but we’re still tasked with compiling endless amounts of analytics to validate value propositions, which sometimes feels like an effort equivalent to having to explain to an insulin dependent diabetic with liver disease why they shouldn’t drink….just saying.

So, being that this is an intelligent information management group, has anyone compiled a database of common metrics that can be leveraged/trended to support IM related endeavors? Something that can be sorted by industry, company size, IM topic, potential ROI, etc.?? I am in need of some good metrics, again, as to why a global company with 50k+ people needs a global IM program–I know, “just don’t drink!!” Also, if the before mentioned DB doesn’t exist, AIIM leadership, let’s pull a team together and make it happen!

Thanks for any help!


I feel your frustration. But don’t take the bait. They may not be doing it consciously, but in asking you to go down this ‘analysis paralysis’ path, your management is simply sidelining you.

You’re right. They just shouldn’t drink. But as is the case with real-world alcoholics, there’s no way to convince them of that fact.

They have to ‘hit bottom’ first. There’s nothing you can do about it but be there to help them up when they do. Which they will.

You need success metrics. You need KPI’s. You need baselining so you have something to compare progress against when the time comes.

Do all of those things while you’re keeping the lights on, waiting for the stark realization to happen. Quietly, one-on-one, when no one else is looking, gently point out to those at greatest risk that they are personally at risk if they don’t wake up. Send them articles about peers in orange jumpsuits who failed to come to the right realization in time. Get them to think about it before it’s too late. (Have them watch ‘Days of Wine and Roses’.)

In the meantime, be competent. Support the little people on the front lines. It would be great if IM/IG/RM programs could succeed via tops-down fiat. But we all know they don’t. They succeed because the path to success is viewed by knowledge workers to be the path of least resistance – from their own selfish perspective. Adapt to the tools those folks want to use. Don’t go all library-sciency pedantic on them. Be helpful on the ground. Word will get around.

When the decision-makers realize the trouble they’re in – and they will – you’ll be prepared to act. Have your project proposals and budget requirements ready. Demand what you really need. You’ll have leverage under the circumstances. In the meantime, while you wait, placate them with low-effort examples, but don’t let them take you off course.

There is no such thing as a magic wand for this one, I’m afraid. Good luck. Stay strong.

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OfficeOptimus LLC
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Jessica, how do I triple “recommend” Mitch’s post??


Mitch makes an excellent point however I do understand the constant need to develop business case in various situations.

I love the idea of building a database with samples but I find each situation is unique enough that you want the business case to match the objective.

So many organizations require it for budget approval so you have to go through the process in order to get funds for larger efforts. Keep the business case short and simple too avoid the analysis paralysis.

Are you trying to create an overall written RIM program or accomplish a specific objective? Smaller efforts are usually easier to gain budgets and then small wins also creates confidence to allow larger efforts to begin.

Stick to something tangible such as reduce ROT, secure or govern unstructured data, reduce cost of storage footprint, then build your business case. If you can use the threat of risk then check out this article… and hang in there. Good luck. Julie

…see attached article First Notice filed under GDPR

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Ricoh USA
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