Enterprise Intelligence: Recent Episodes
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Enterprise Intelligence is hosted by our own Founder and CEO Jason Cassidy. It's a podcast committed to talking to industry experts, global thought leaders, seasoned consultants and everyday experts about how they're tackling their information challenges and embracing digital transformation.
In this week's conversation, Jason and Davy discuss the challenges and drawbacks of centralized systems, particularly in the context of recent events like the CloudStrike incident. They highlight the risks of relying on cloud services and the lack of reliability and innovation in the current IT landscape. They also touch on the importance of business continuity and disaster recovery planning, emphasizing the need for organizations to have alternative methods and processes in place to continue operations during disruptions. They then have a discussion on the lack of true innovation and the tendency to prioritize convenience and short-term gains over long-term stability.
This week Jason and Davey discuss the current state of the tech industry and the potential for a recovery. They talk about the consolidation of big tech companies, the refinement of messaging and use cases, and the impact of interest rates on the industry. They also touch on the perennial hype around quantum computing and its potential implications. The conversation discusses the need to differentiate between final records and the ephemeral content that goes into producing them. The lack of clear direction and how standards in managing ephemeral data leads to confusion and the tendency to either keep everything forever or do nothing emphasizing the importance of having a playbook or framework to manage ephemeral data effectively.
This week Jason and Davey discuss the hype cycle of AI and the need for specific use cases. They highlight the importance of identifying practical applications of AI rather than expecting it to do everything. Exploring the challenges and potential solutions in the field of AI, such as data classification and document interrogation, Jason and Davey emphasize the convenience and productivity benefits of AI and share examples of organizations that have successfully implemented AI solutions. The conversation then explores the concept of trust in organizations and how it affects customer satisfaction. Delving into the role of technology and AI in building trust and improving the quality of work. They're discussion also touches on the importance of transparency and ethical innovation in businesses.
This week's conversation puts a focus on customer experience, effortless experiences, bureaucratic challenges, customer success, and the impact of interest rates on innovation. Jason and Davey delve into the importance of making customer interactions effortless and the challenges of navigating bureaucratic systems. The conversation also covers various topics related to innovation, AI, and decision-making. Delving into the impact of interest rates on innovation, the misconception of AI being free, and the tendency to delay action in the hope of future solutions.
In this episode, Jason Cassidy and Davey Slimmon discuss the topic of innovation. They explore the motivations behind innovation, including fear and greed, and how these motivations drive change. They also discuss the Canadian innovation paradox, which highlights the country's strengths in research and education but its struggles in turning these advantages into commercial success. They touch on the need for a cultural shift towards a culture of innovation and the challenges faced by entrepreneurs in accessing funding and support.
Davey kicks off this week's conversation exploring the challenges of organizational change and why many change initiatives fail to meet their goals. Jason and Davey also discuss the low success rate of organizational change initiatives and the lack of support for these initiatives. They also delve into the reasons why people resist change and the role of fear and greed in driving change. The conversation explores the importance of generative AI innovation and the misconceptions surrounding it while also touching on the role of artificial intelligence (AI) and how it is often misunderstood, with people expecting it to solve complex problems but instead using it for mundane tasks.
In this week's conversation Jason and Davey explore the lack of innovation and risk-taking culture in Canada, particularly compared to other countries like the United States, Israel, and South Korea. They discuss how Canadians are more comfortable with the status quo and less inclined to take risks or invest in innovative ideas. They also touch on the cultural mindset of Canadians, the role of government in fostering innovation, and the need for recognition and rewards for innovation. The conversation highlights the importance of creating a culture that encourages and rewards innovation to drive growth and competitiveness and highlights the value of exploration, essentialism, and making informed decisions.
In this weeks thought provoking conversation, Jason and Davey discuss the importance of personally identifiable information (PII) and how organizations should approach it. They emphasize that PII is not inherently bad, but rather the problem lies in not knowing where it is and how it is secured. They highlight the need for organizations to understand what information they have and why they have it, and to ensure that it is stored in the right place with the appropriate security measures. They also discuss the role of AI in automating certain tasks and augmenting the findability of information based on user behavior. The conversation explores the usefulness of AI, specifically generative AI, in various areas.
In this weeks conversation, Jason and Davey discuss various topics related to the purpose and effectiveness of free software trails and the positive aspects of spring symbolizing rebirth and new opportunities. They also touch on the importance of data-informed decision-making and the role of information professionals in enabling this. Finally, they explore the concept of 'done is better than perfect' and the value of taking action to solve information management problems.
In this episode, Jason Cassidy and Davy Slimmon discuss the importance of user experience in information management. They highlight the role of automation in improving search capabilities and the overall employee and customer experience. The conversation also touches on the shift in perception of information management and the need for adaptation and learning in the age of automation. They emphasize the importance of continuous improvement and iteration in enterprise software. Finally, they explore the concept of convenience copies in information management and discuss strategies for identifying and addressing them. Lastly, they touch on the recent introduction of a feature flag in Facebook and Instagram that allows users to filter out political content, highlighting the balance between user experience and the dissemination of news.
In this weeks episode, Jason Cassidy and Davey Slimmon discuss the impact of AI on diversity, equity, and inclusion while highlighting the need for human discretion in AI decision-making and the importance of customer experience. The discussion also delves into the privacy concerns surrounding facial recognition technology and the need for organizations to be transparent about data usage.
This week's conversation delves into the benefits of an agile approach to projects, emphasizing iteration and incremental improvements. Jason and Davey discuss challenges in traditional project management, advocating for a focus on the journey rather than just the end result. They explore the power of subtraction in problem-solving and the difference between knowing and understanding. Privacy legislation pitfalls, historical patterns, and the push-pull between innovation and inefficiency are also touched upon. The conversation highlights the need for effective privacy measures, considering trade-offs between privacy and practicality
This week, Jason Cassidy and Davey Slimmon discuss the politics of data and artificial intelligence, the democratization of data within organizations, managing cloud costs, and the importance of being data-driven. They emphasize the need to work directly with data and make decisions based on evidence rather than ideology. They also discuss the challenges of motivating people to research and understand data. Overall, they highlight the power of data in making informed decisions and improving outcomes.
This week Jason Cassidy and Davey Slimmon discuss the concept of the ‘aboutness’ of content and the challenges of determining it. They explore the use of AI and NLP in indexing and abstracting content, as well as the desire for natural language processing in querying computers. They also discuss the potential role of controlled vocabularies in bridging the gap between human understanding and machine interpretation, and the importance of considering the effort required to pre-calculate and organize data in finding information.
In this conversation, Jason and Davey discuss various topics related to ESG scores, sustainability reporting, data footprint, and trust in data. They explore the importance of ESG scores and the potential impact on consumer behaviour. Jason and Davey also highlight the need for organizations to reduce their data footprint to minimize environmental impact and improve cost efficiency. Overall, the conversation emphasizes the importance of responsible data management and the potential benefits of adopting sustainable practices.
Jason Cassidy and Davey Slimmon discuss various topics related to information management, including the best skills in information management, the importance of starting simple and evolving, and the value of rapid and efficient solutions. They also reflect on the cloud hype and the value proposition it offers, emphasizing the importance of maximizing speed, accuracy, and effectiveness in business operations. The concept of being the ‘LeBron James’ of information management is introduced, highlighting the goal of providing instantaneous access to accurate information.
In this week’s episode of Enterprise Intelligence, host Jason Cassidy sits down with Lewis S. Eisen to discuss how rules can be crafted to increase buy-in and improve the likelihood of reaching desired compliance outcomes. With a passion for policy, Lewis describes the evolution of rule creation - we no longer live in a world where companies dictate rules. Organizations now relate to their employees differently, and compliance based rules need to be created with this change in mind. Updating how rules and requirements are written and presented, while focusing on the shared values of the company, can transform compliance adoption.
About Lewis S. Eisen, B.A., J.D., C.I.P.,
Lewis is a celebrated and prolific policy writer who's approach to drafting policy has been adopted by groups and organizations across the United States, Canada and the United Kingdom. In addition to his policy pursuits, Lewis has also practiced law and offered his expertise as a technology consultant. these career highlights, Lewis is also the author of the international best seller How to Write Rules That People Want to Follow.
In this week's edition of Enterprise Intelligence, host Jason Cassidy welcomes Trevor Banks to discuss the digital ambition of the Government of Canada. As a key focus for the government, Trevor and his team are working to transform mindsets, approaches, and service delivery models to drive efficiencies and productivity. With a 'user first' approach, the government is shifting its focus from policy to the end user while maintaining compliance, safety, and information management requirements.
In this special edition of Enterprise Intelligence, host Jason Cassidy welcomes Gerry Guilbeault and Jed Cawthorne to a roundtable discussion about the future of the industry and the ways information governance can drive business value.About Gerry Gerry Guilbeault specializes in process improvement and information management. He currently works as the Director for Records and Information Management at CIBC US. Gerry has over a decade worth of experience in the industry. His extensive resume includes roles at Pitney Bowes Management Services, and Telespectrum Worldwide. His dedication resulted in him becoming an AIIM International Certified Information Professional in 2016. He’s also been a loyal customer to Shinydocs, and has worked closely with Jason to help meet CIBC’s ECM needs. About Jed Jed Cawthorne specializes in information and knowledge management. He currently resides in the role of Principal Product Manager at NetDocuments. Jed has worked in both business and technology divisions, with the goal of bridging the IT and business divide. On top of that, Jed has worked closely with the University of Toronto School of Continuing Studies to assist in curriculum development, course development and presentation activities. Like Gerry, Jed was also awarded with the honor of becoming a Certified Information Professional for AIIM international in 2018.
In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Byron Holland to discuss the importance of cybersecurity awareness, and the various steps enterprises can take to mitigating potential threats found on the internet.
About Byron Holland
Byron specializes in corporate governance and cybersecurity. He’s the current President and CEO of CIRA: The Canadian Internet Registration Authority. CIRA is best known for managing the .CA internet domain, which consists of approximately 2.9 million domains. Byron is also on the Board of Directors for TORIX (Toronto Internet Exchange) and is a member of the ARIN Nominations Committee. On top of that, Byron works closely with post-secondary institutions to better understand possible online threats, which helps CIRA continue to improve their firewall services.
In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Ilona Koti to the show to talk about why Governance is not enough & the critical need for a reimagining of how we approach and use our information.
About Ilona Koti
Ilona Koti is a former foreign diplomat with 25+ years in information governance, and extensive experience in privacy, cybersecurity and GRC assurance. She specializes in content management system implementations, digital transformation initiatives for remote work/collaboration capacity, strategic information program development and auditing, along with providing advisory services to global clients in IT, bio-tech, oil & gas, energy, manufacturing, public sectors and world government. She is also a recognized keynote speaker, multi-board director, teaching fellow and published writer.
The days of Records and Information Managers being hidden away in back offices with mountains of physical documents to manage are a thing of the past. And yet, it can still be a challenge for professionals in these roles to just get a seat at the table, despite the importance of their work to the business as a whole. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Tod Chernikoff to the show to discuss the collaborative approach he has taken throughout his career to get in at the ground level of projects and change the perception of information management for the better.
The days of Records and Information Managers being hidden away in back offices with mountains of physical documents to manage are a thing of the past. And yet, it can still be a challenge for professionals in these roles to just get a seat at the table, despite the importance of their work to the business as a whole. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Tod Chernikoff to the show to discuss the collaborative approach he has taken throughout his career to get in at the ground level of projects and change the perception of information management for the better.
Today, information has never been more important or more valuable. And yet, organizations continue to struggle to wrap their arms around all their data and maximize its value and potential. With this heightened scrutiny has come many challenges for information professionals. But while the challenges are huge, so too are the opportunities. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Peggy Winton to the show to discuss these challenges and opportunities and how the upcoming 2022 AIIM Conference can help take their information to new heights.
With years of program, product, and business development experience, Peggy Winton is responsible for the strategic, technical, and business direction of AIIM. Peggy has been with AIIM for more than two decades and has served as its President/CEO since 2016. She is a firm believer that every organization is on – or should be on – a digital transformation journey. At the heart of this journey is the drive toward understanding, anticipating, and redefining internal and external customer experiences. Peggy has earned a reputation over her career as a persuasive and engaging communicator, cross-functional team leader, and public speaker/author.
Follow Peggy on LinkedIn: https://www.linkedin.com/in/peggywinton/
Register for the 2022 AIIM Conference: https://www.aiimconference.com/event/4f09d415-22a0-4ada-b774-2b2705b59567/summary
For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence
Today, Records Management is changing faster than ever. While mitigating risk and ensuring compliance remains ever-important, information management also needs to drive better business insights and decisions. As data continues to grow in complexity and volume, so does the need for thoughtful and innovative approaches to records management. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Shelly Smith to the show to talk about the changes she’s seen throughout her career and how organizations can move forward in this new business landscape. Shelly Smith brings over 18 years of records management and information governance experience to her role as Records and Information Management Coordinator for the Public Works Department of the City of Winnipeg. She is also an active ARMA Winnipeg Chapter member and sits on the ARMA Canada Region board as Program Director. Follow Shelly on LinkedIn: https://www.linkedin.com/in/shelly-b-smith-cra-info-b5431840/ For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence
Today, Records Management is changing faster than ever. While mitigating risk and ensuring compliance remains ever-important, information management also needs to drive better business insights and decisions. As data continues to grow in complexity and volume, so does the need for thoughtful and innovative approaches to records management. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Shelly Smith to the show to talk about the changes she’s seen throughout her career and how organizations can move forward in this new business landscape.
Shelly Smith brings over 18 years of records management and information governance experience to her role as Records and Information Management Coordinator for the Public Works Department of the City of Winnipeg. She is also an active ARMA Winnipeg Chapter member and sits on the ARMA Canada Region board as Program Director.
Follow Shelly on LinkedIn: https://www.linkedin.com/in/shelly-b-smith-cra-info-b5431840/
For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence
As we begin to emerge into a post-pandemic world, data-driven decision making has never been more important. And yet, a lack of data literacy remains a significant barrier between organizations simply accumulating files and information and actually using it to make informed decisions. In this episode of Enterprise Intelligence, host Jason Cassidy sits down with Peter Aiken to discuss this huge problem and how a renewed focus on data literacy can have a significant impact.
Peter Aiken, an acknowledged Data Management (DM) authority, is an Associate Professor at Virginia Commonwealth University, past President DAMA International, and Associate Director of the MIT International Society of Chief Data Officers. For more than 35 years, Peter has learned from working with hundreds of data management practices in 30 countries including some of the world's most important.
For more of Peter’s insights, follow him on LinkedIn: https://www.linkedin.com/in/peteraiken/
And for more thoughtful discussions with industry experts, global thought leaders, and seasoned knowledge workers, visit https://shinydocs.com/enterprise-intelligence.
Today, Cybersecurity and data protection are among the biggest concerns for nearly every organization. However, the risk of data loss is particularly critical for law firms holding sensitive client information. These firms – and their clients – want assurance that data is appropriately protected. This is what drove the Association of Corporate Counsel (ACC) to create their Data Steward Program in late 2020. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes James Merklinger to the show to discuss the data challenges law firms face today and how his organization is giving them the confidence that client information is secure.
With over 20 years of experience as a leader in trade association management, James Merklinger is well versed in legal counseling, non-profit mergers and acquisitions, membership development, event planning, and non-dues revenue growth. He was named ACC Credentialing Institute’s President in 2017 and is responsible for establishing standards that guide ACC's in-house counsel certification program.
For more of James’ insights, follow him on LinkedIn: https://www.linkedin.com/in/jamesmerklinger/
And for more thoughtful discussions with industry experts, global thought leaders, and seasoned knowledge workers, visit https://shinydocs.com/enterprise-intelligence.
Do great leaders create the times, or do the times create great leaders? That’s the question Cheryl Smith asks in her leading book, The Day Before Digital Transformation: Unlocking digital transformation for business leaders. As an IT expert and experienced business leader consultant, there is perhaps no one better qualified to make the vague concept of Digital Transformation easier to understand and take action on. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Cheryl to the show for part one of their conversation to talk about the process of co-authoring the book as well as the opportunities and challenges she sees for organizations in the years to come.
Do great leaders create the times, or do the times create great leaders? That’s the question Cheryl Smith asks in her leading book, The Day Before Digital Transformation: Unlocking digital transformation for business leaders. As an IT expert and experienced business leader consultant, there is perhaps no one better qualified to make the vague concept of Digital Transformation easier to understand and take action on. In this episode of Enterprise Intelligence, host Jason Cassidy welcomes Cheryl to the show for part one of their conversation to talk about the process of co-authoring the book as well as the opportunities and challenges she sees for organizations in the years to come.
Most organizations want to manage their information the right way, but it can be hard to know where to even begin. And can you blame them? After all, the stakes are so high. One wrong decision or, worse, doing nothing at all can pose real risks. Taking the right approach, meanwhile, can transform the way a business functions. In this episode of Enterprise Intelligence, host Jason Cassidy is joined by Steve Weissman in part two of their discussion about what this right path forward actually looks like in practice.
Steve Weissman (a.k.a. The Info Gov Guy™) is dedicated to helping organizations do information right by bringing order and discipline to their governance and process practices. As Principal Consultant at Holly Group, he leverages a proven proprietary methodology to optimize everything from strategic planning and needs assessment to vendor selection and user adoption.
Download Steve’s exclusive guide, 5 Steps to Doing Information Right: http://hollygroup.com
For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence
Most organizations want to manage their information the right way, but it can be hard to know where to even begin. And can you blame them? After all, the stakes are so high. One wrong decision or, worse, doing nothing at all can pose real risks. Taking the right approach, meanwhile, can transform the way a business functions. In this episode of Enterprise Intelligence, host Jason Cassidy is joined by Steve Weissman in the first part of their discussion about what this right path forward actually looks like in practice. Steve Weissman (a.k.a. The Info Gov Guy™) is dedicated to helping organizations do information right by bringing order and discipline to their governance and process practices. As Principal Consultant at Holly Group, he leverages a proven proprietary methodology to optimize everything from strategic planning and needs assessment to vendor selection and user adoption. Download Steve’s exclusive guide, 5 Steps to Doing Information Right: http://hollygroup.com For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence
We all know that people power businesses, and if there isn't employee buy-in at every level, information governance initiatives will stall before they even begin. That’s why it is so important for professionals in this field to understand the people at their organization when trying to implement programs and initiatives. In the newest episode of Enterprise Intelligence, host Jason Cassidy is joined by Susan Gleason to discuss her tenets for improving buy-in as well as the state of the field and industry. Susan has her Masters in Technology Management from Brandeis University, as well as a variety of certifications, including Certified Records Manager (CRM), Certified Information Governance Officer (CIGO), Information Governance Professional (IGP), and Certified Information Professional (CIP). She is an active member of ARMA International and currently holds the office of Executive Vice President for the New England Chapter. For more of Susan’s insights, follow her on LinkedIn: https://www.linkedin.com/in/smgleason. For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence-for-innovators.
The old ways of building a records retention schedule by yourself are a thing of the past. A modern information governance program involves engaging a number of stakeholders and a number of different skillsets. In this episode of Enterprise Intelligence, host Jason Cassidy is joined by Mark Diamond in the second part of their discussion on how to actually go about doing this and how some of the most important work for companies starts at the ‘tip of the spear’.
Mark Diamond is the Founder, President & CEO of Contoural, Inc. and is a leading industry thought leader in information governance. His company has helped more than 30% of the Fortune 500 plus many mid-sized and smaller organizations as well as public sector entities. As a trusted advisor, he and his company help bridge legal, compliance and business needs and policies with effective legal and IT strategies and processes. Under his leadership, Contoural has grown to be the largest independent provider of Information Governance strategic consulting services.
For more of Mark’s insights, follow him on LinkedIn: https://www.linkedin.com/in/markpdiamond.
For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence
The old ways of building a records retention schedule by yourself are a thing of the past. A modern information governance program involves engaging a number of stakeholders and a number of different skillsets. In this episode of Enterprise Intelligence, host Jason Cassidy is joined by Mark Diamond in the first part of their discussion on how to actually go about doing this and how some of the most important work for companies starts at the ‘tip of the spear’.
Mark Diamond is the Founder, President & CEO of Contoural, Inc. and is a leading industry thought leader in information governance. His company has helped more than 30% of the Fortune 500 plus many mid-sized and smaller organizations as well as public sector entities. As a trusted advisor, he and his company help bridge legal, compliance and business needs and policies with effective legal and IT strategies and processes. Under his leadership, Contoural has grown to be the largest independent provider of Information Governance strategic consulting services.
For more of Mark’s insights, follow him on LinkedIn: https://www.linkedin.com/in/markpdiamond.
For more learnings from Jason and thoughtful discussions with the industry’s biggest names, visit https://shinydocs.com/enterprise-intelligence