Information Management Reference Model
Information Management Reference Model (IMRM) Draft Guide
DRAFT IMRM Graphic - high res jpg | DRAFT IMRM Graphic - eps
DRAFT Information Management Reference Model Diagram
The mission of the Information Management Reference Model (IMRM) Project is to provide a common, practical, flexible framework to help organizations develop and implement effective and actionable information management programs.
The IMRM Project aims to offer guidance to Legal, IT, Records Management, line-of-business leaders and other business stakeholders within organizations. The Project seeks to facilitate dialogue among these stakeholders by providing a common language and reference for discussion and decision-making based on the needs of the organization.
Relationship to EDRM Framework
The IMRM is an entirely new reference model; a separate counterpart to EDRM.
The IMRM Project does NOT aim to solely build out the Information Management node of the EDRM framework. It will be extensible in numerous directions, such as records management, compliance, and IT infrastructure.
The IMRM will stand alone but will not be isolated. It will have conceptual correlations to IM-related activities/processes, such as RM, compliance, ECM, e-discovery, etc.
Filling a Need
There is a genuine need for a general-purpose, broadly applicable reference framework for the industry at large (end users, vendors, influencers, and other market players). No such model currently exists. While there are many IM-related frameworks, they typically deal with RM/structured information, or are organization-specific, not “generic” or broadly applicable across multiple industries, functions, etc.
A Communications Tool
The IMRM will help bridge gap between IT, Legal, Compliance, RM, and other stakeholder groups within organizations. The IMRM does NOT aim to produce a model that is prescriptive in nature; rather, it seeks to provide a reference that will promote cross-functional dialogue and collaboration.
Accomplishments
- IMRM Project established at EDRM kickoff meeting in May 2009
- Agreed-upon objective, scope of project (broad; not limited to e-discovery)
- Organization into 6 sub-groups to research and gather input from a wide variety of resources (organizations, experts, and industry professionals):
- SG1 = Technology industry analysts
- SG2 = Industry trade associations: ARMA, AIIM, ISACA
- SG3 = ECM vendors and other IM vendors
- SG4 = Standards and certification organizations: ISO, ITIL, DoD, etc.
- SG5 = Healthcare (AHIMA, HIMSS)
- SG6 = Corporations
- Varying levels of progress have been made with each of the sub-groups; but for the most part, each sub-group gathered resource material, conducted preliminary research, and engaged in dialogue with target sub-group audiences
- Developed multiple preliminary IMRM framework(s) for internal review, comment, refinement, further development
- Developed and decided on primary IMRM framework (Level 1) diagram (currently in development but available to make public as an initial draft)
- Released version 1 of draft IMRM framework for public comment
Goals
- February-May 2010: Public comment period:
- Obtain comments via multiple sources; in addition to general public comment, we will seek feedback via: (a) outreach activities of each of the 6 sub-groups, and (b) additional proactive outreach methods, which may include a structured, formal feedback mechanism
- Develop and produce draft working definitions document based on research and activity across all 6 sub-groups to accompany framework and describe components
- Intake comments; develop and refine framework and supporting materials; repeat as necessary (within reason)
- May 2010 (EDRM annual meeting): Official launch of IMRM framework
- Current membership: 58 individuals with representation from 27 organizations
- Nearly 20 percent of the group is comprised of individuals who are currently serving, or have previously served, as professional records and/or information managers (actually carrying out RIM functions within their organizations).
- Sub-groups:
- SG1: Technology Analysts
- SG2: Industry Trade Associations
- SG3: Information Management Vendors
- SG4: Standards and Certification Organizations
- SG5: Healthcare
- SG6: Corporations
Downloads for the IMRM Project, sorted from newest to oldest:
DRAFT IMRM Graphic - pdf (version 4)
(posted Jun 28, 2010; pdf; 137.07 kB)
New version of the draft IMRM graphic
DRAFT IMRM Graphic - low res gif (version 4)
(posted Jun 28, 2010; gif; 13.11 kB)
New version of the draft IMRM graphic- DRAFT IMRM Graphic - png (version 4)
(posted Jun 28, 2010; png; 343.13 kB)
New version of the draft IMRM graphic - DRAFT IMRM Graphic - eps (version 4)
(posted Jun 14, 2010; eps; 365.37 kB)
New version of the draft IMRM graphic - DRAFT IMRM Graphic - high res jpg (version 4)
(posted Jun 14, 2010; jpg; 173.6 kB)
New version of the draft IMRM graphic - CGOC Introduction to IMRM Information Governance Survey & Scenarios
(posted May 21, 2010; pdf; 3.68 MB)
Presentation from May 5, 2010 web meeting, delivered by Lorrie Luellig, Of Counsel, Ryley Carlock; Deidre Paknad, Founder, CGOC; and Harry Pugh, former EVP Citigroup - Draft IMRM Narrative (version 1.0)
(posted Jan 30, 2010; pdf; 115.09 kB)
Draft explanation of Information Management Reference Model preliminary diagram, prepared for Feb. 1, 2010 EDRM lunch-and-learn session - IMRM Overview (version 1.0)
(posted Jan 30, 2010; pdf; 123.85 kB)
Overview of the Information Management Reference Model (IMRM) Project, prepared for Feb. 1, 2010 EDRM lunch-and-learn session
- IMRM Graphic Available for Download - June 14, 2010
The Information Management Reference Model (IMRM) graphic is now available for download, either as a .jpg or an .eps file. The files can be downloaded from the main EDRM page (edrm.net), the EDRM downloads page (edrm.net/1617), or the main IMRM page (e...
- Full Set of Materials from EDRM Lunch-and-Learn Session at LegalTech - March 1, 2010
Here are links to all the materials used and distributed at the EDRM lunch-and-learn session at New York LegalTech
- 2010-2011 EDRM Kickoff Meeting Update - February 26, 2010
Whether you are a current EDRM participant, an EDRM alumnus, or have never participated in EDRM, we invite you to the kickoff meeting for the 2010-2011 EDRM year - our sixth year!
- Electronic Discovery Reference Model (EDRM) Announces Public Comment Period for All E-Discovery Projects - February 23, 2010
ST. PAUL, Minn. – February 23, 2010 – The Electronic Discovery Reference Model (EDRM) project teams announced today announced the beginning of the public comment period for new work product drafts posted on the EDRM website.
- Information Governance Practices and Perspectives Survey - February 16, 2010
Information Governance Practices and Perspectives Survey Please take a few minutes to complete the survey on Information Governance Practices and Perspectives. The survey is being conducted by CGOC in conjunction with EDRM and its IMRM Project. We ...
- Overview Materials for EDRM Lunch-and-Learn Session - January 30, 2010
Overview materials for the Feb. 1, 2010 EDRM lunch-and-learn session are now available for download
- IMRM Diagram - January 28, 2010
We have added a draft Information Management Reference Model (IMRM) diagram to the IMRM page
- EDRM at LegalTech - November 10, 2009
EDRM will at LegalTech NY, with a Lunch & Learn session on Monday, February 1, 2010, in the Hilton's Petit Trianon room. Find out what we have been doing with EDRM, where we hope to go with the projects, and how you can get involved.
- EDRM Approaches Mid-Year Meeting With New Website and Significant Project Advancements - October 17, 2009
The Electronic Discovery Reference Model (EDRM) project today announced that it is now easier for users to find the valuable research and standards created by the leading e-discovery industry group via a completely re-designed website, www.edrm.net. In addition, the EDRM leaders, Tom Gelbmann and George Socha, have provided updates to all of the working projects in advance of the mid-year meeting, which is being held from Oct. 20-21, 2009, in St. Paul, Minn.
- What’s New at EDRM - September 11, 2009
Great strides have been taken over the past two years to flesh out and further define the EDRM model. Over the next few months, you will be seeing two years worth of active collaboration, refinement and modeling being added to the EDRM website. As part of that process, we are re-building the site to provide users an updated interface with easier access to the valuable research and content. In that realm, we wanted to provide a quick update on what’s happening in each of the projects.
- EDRM Announces New Project Leadership Teams for 2009-10 - June 24, 2009
ST. PAUL, Minn. – June 24, 2009 – The Electronic Discovery Reference Model (EDRM), an industry group created to develop and establish practical guidelines and standards for electronic discovery, today announced the project leadership teams for its 2009-10 session. The teams, who are leading eight EDRM projects, including the new Jobs and the Information Management Reference Model projects, comprise e-discovery veterans from throughout the industry, including:
Project Leaders | Organizations | Individuals
| Project Leaders |
|---|
|
Irvin, Reed (Autonomy) Paknad, Deidre (PSS Systems) |
| Individuals (73) | ||
|---|---|---|
| Antony, Erica | Symantec Corporation | |
| Baldwin-Stried Reich, Kimberly | Individual Participant | |
| Barassi, Theodore | Group Product Manager, E-Discovery and Information Risk | Symantec Corporation |
| Baron, Deborah | Vice President, Legal and Compliance | Autonomy |
| Bookwalter, Thomas | Practice Director | H5 |
| Bourbonniere, Stephane | IT Specialist | Ledjit Consulting Inc. |
| Busch, Julie | Assistant to Chief Counsel | Ally Financial |
| Byrne, Josh | Individual Participant | |
| Chawla, Brijesh | Ally Financial | |
| Christoff, Matthew | Seyfarth Shaw LLP | |
| Cody, Jennifer | KPMG LLP | |
| Cogan, John | Product Marketing Manager | Fios, Inc. |
| de Bie, Rempko | Marketing and Product Management | ZyLAB Distribution BV |
| De Boer, Johanna | Project Manager | Ledjit Consulting Inc. |
| DeSilva, Nishan | Individual Participant | |
| Dickman, Dave | Nuix | |
| Dickson, Virginia | PSS Systems | |
| Doherty, Stephen | Principal | eDiscovery Management Associates, LLC |
| Duguid, Ryan | Microsoft Corporation | |
| Ergulen, Aliye | Offering Manager | IBM eDiscovery |
| Esposito, Kevin | Individual Participant | |
| Flaherty, Daniel Casey | Individual Participant | |
| Garber, Joe | Sr. Director, Product Marketing | RenewData |
| Gavin, Jean | Principal | eDiscovery Management Associates, LLC |
| Gerbrandt, Robert | Senior Director | Ledjit Consulting Inc. |
| Gibbs, Ann Marie | Director of Litigation Consulting | Daegis |
| Goranson, Annie | Discovery Counsel | Symantec Corporation |
| Gotori, Tod | Southern California Edison | |
| Guanzon, Alexis | Ryley, Carlock & Applewhite | |
| Gustafson, Dave | Navigant Consulting | |
| Hess, Catherine | Xcel Energy | |
| Horn, William | Individual Participant | |
| Irvin, Reed | Vice President, Information Governance | Autonomy |
| Jaar, Dominic | President | Ledjit Consulting Inc. |
| Jaibaji, Amir | Stored IQ | |
| Juhnke, Deborah | Individual Participant | |
| Kaul, Vikram | Mindtree Ltd. | |
| Kessler, Richard | Managing Consultant | Individual Participant |
| King, Laurie | Business Portfolios Manager – IT/Legal | Individual Participant |
| Kubicki, Joshua | Individual Participant | |
| Lee, Ed | Deloitte Financial Advisory Services LLP | |
| Luellig, Lorrie | Of Counsel | Ryley, Carlock & Applewhite |
| Lynn, Cecil | Shareholder, E-Discovery Counsel | Littler Mendelson, PC |
| Madden, Liza | Director, Marketing | Autonomy |
| Maschke, Michael | Sensei Enterprises, Inc. | |
| Maunder, Anurag | CTO | Kazeon Systems, Inc. |
| McManus, William | Ryley, Carlock & Applewhite | |
| Murphy, Barry | Individual Participant | |
| Nalle, Richard | Director Advisory Services | KPMG LLP |
| Nelson, Sharon | President | Sensei Enterprises, Inc. |
| Ouellette, David | Founder | Vault Solutions LLC |
| Paknad, Deidre | CEO and President | PSS Systems |
| Pepiton, Peter | Associate General Counsel | Mimecast |
| Plunkett, Bill | Individual Participant | |
| Podolny, Shelley | H5 | |
| Pushnof, Vera | Individual Participant | |
| Read, Scott | Principal, Forensic and Dispute Services | Deloitte Financial Advisory Services LLP |
| Regan, Sean | Product Marketing Enterprise Vault | Symantec Corporation |
| Rutty, Michael | CommVault | |
| Senecal, Francois | Avocat | Ledjit Consulting Inc. |
| Shook, James | Ediscovery and Compliance Solutions Consultant | EMC Corporation |
| Sloan, Peter | Individual Participant | |
| Song, Sandra | Director, Corporate Communications | H5 |
| Stageberg, Joshua | LiveOffice LLC | |
| Statti, Kitsa | Ledjit Consulting Inc. | |
| Stewart, Doug | Director of Technology | Daegis |
| Story, Cathy | Individual Participant | |
| Walsh, Patrick | Ally Financial | |
| Weiss, Brian | Autonomy | |
| Wolf, James | H5 | |
| Yerich, David | Director, eDiscovery | United Health Care |
| Zoellner, Keith | Stored IQ | |
| Zuckerman, Will | Mimecast |
Very Confusing! Just clicked on the Information Management box in the EDRM reference Model expecting to find a description of how this activity relates to the remainder of the model. Instead I see an “advertisement” for a new Reference Model that is attempting to recreate very well established information and records management practices. When I look to the participants I note the majority are vendors. This leaves me to begin to question the remainder of the model which to date has proven a pretty good reference. Stick with what you know and do not attmept to recreate the wheel.
Stephen:
As outside counsel, it is my job to hire vendors. Vendor advertising is a bane of my existence. I avoid it at all costs.
I recently joined EDRM. It required minimal effort, and I was offered the chance to meaningfully participate in less than 24 hours. I have no reason to believe that you, or any other non-vendor, would encounter anything different. I have encountered no vendor advertising. In fact, I have been pleasantly surprised at how well these competitors cooperate and how infrequent they reference their own companies.
In short, your guilt-by-association questioning of the entire model is not well founded, especially given your admission that you have found it useful. Further, you can answer your own question by participating.
To the extent you have substantive objections to IMRM, there is a valid conversation to be had. But your comment went far beyond that.
Casey
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