Info Mgmt Data and Information Types

• Controlled Documents - Official policies, critical or high-risk procedures that require careful configuration management
  • Examples: HR/recruiting, onboarding/assessment/shadowing, professional development & promotion
  • Change control: Formal changes are made and approved by a governing body
• Uncontrolled Documents - Procedures and guidance that may change regularly and/or be applied differently depending on the scenario
  • Examples: Manuals, guidance, normal-risk or variable procedures, brochures, content marketing assets
  • Change control: Formal changes can be implemented by one owner
• Controlled Records - Evidence of events that must be tracked and monitored for compliance
  • Examples: Training certificates, 3rd party audit reports, anything that contains personal data
  • Change control: Records may be generated by anyone but are approved and maintained/retained by a process owner
• Uncontrolled Records - Evidence of events but no requirement for being maintained/retained
  • Examples: Meeting minutes, notes, internal audits, surveys, memos, lessons learned
  • Change control: Anyone can create, edit, and delete these resources

Type	System	Description	Visibility	Notes
Gated Content	Wordpress Plugin	Content marketing/lead generation	External
Web Site	Wordpress	Public facing information	External
Blog	Wordpress	Content marketing/lead generation	External
Sales Enablement Materials	Wiki		External (Limited)
Account Snapshots	Wiki	Index to find documentation for each engagement	Internal
Manuals/Guidance	Wiki	Uncontrolled technical information	Both
Technical Notes/Lessons (e.g. Design Patterns)	Wiki	Anyone can post anything publicly at any time	External
Dashboards/Interactive Tools	Shiny (TBD)	Interactive tools for ROI, maturity assessment, etc.	Both
Screencasts	Screencast-O-Matic + Server		Both	NMR has account
Contacts w/Prospects & Opps	Salesforce		Internal (Limited)
Camera-Ready Marketing Materials	Lucidpress + Server	Brochures, Prospectus, Campaigns	External	NMR has account
Internal Administration Info	John A/Kelley should decide		Internal (Limited)
Controlled Documents (Policies, References)	Guru		Internal	Can make some cards Public (and not indexed by Google) & provide access through URLs
Collaborative Data	Google Sheets		Internal	Collaborate on content production, decide whether/when to share later
Financial Models	Google Sheets		Internal
Individual/Private Docs	Google Docs		Internal	Keep things here if you want them relatively private
Collaborative Docs	Google Docs		Internal	Collaborate on content production, decide whether/when to share later
Client IP	Client's Systems	Sensitive client data is hosted on client systems	Client network	eg BNY