Matt McClelland

Matt has extensive experience in file analytics, records management, defensible disposition, e-discovery, information architecture, data modeling, and taxonomy. He focuses on helping clients build programs using pragmatic solutions with tangible business outcomes centered around proper information governance. He is a frequent speaker at industry events (ARMA, AIIM, MER, PREX, AHIMA, and KM World), educating attendees on best practices, defining attainable success, and upcoming trends for information governance.

Matt’s professional experience includes:

• Program Leadership: Led the information governance, records management, enterprise content management (ECM), e-discovery, and enterprise information model (EIM) programs for a single state Blue Cross Blue Shield organization. Developed information governance visions and strategy for structured and unstructured information. Managed the portfolio of information governance, ECM, e-discovery, EIM, and records management projects.
• Data Governance: Managed data governance for U.S. products at a Fortune 100 insurance organization. Supervised the deployment of customer data domain focusing on identifying commonalities across U.S. LOB, EMEA, and Latin America. Led expanded adoption of data governance tools including Collibra, Informatica Data Quality (IDQ), and BigID. Developed approach to reach full compliance with MDGO policy and standards. Oversaw the design and deployment of global mandatory data governance training for over 50,000 global employees.
• Data Minimization: Part of a team delivering a series of engagements to assist a global telecommunications conglomerate with its data minimization efforts in support of complying with CPRA. Working with information governance, records management, privacy, legal, IT, and data governance, defined the retention period process to enable technical system owners for approximately 10,000 systems to determine retention requirements for their systems. Acted as program team member to support client resources in assisting TSOs to define retention.
• Data Minimization: Part of a team implementing a data minimization program for a top five U.S. hospital group. Built a business case that quantified cost savings associated with divested facilities, upcoming data center move, and risk mitigation for e-discovery and HIPAA compliance. Identified annual savings of over $10 million and gained approval for the hospital group’s enterprise data minimization program. Assisted with all elements of the program design, including developing policies, procedures, change management, and technology selection.
• Records and Information Management Modernization: Led the team modernizing the RIM function for a for a top five global automaker. Assessed current RIM capabilities through interviews with more than 20 functions and the collection, analysis, and standardization of over 350 departmental records retention schedules. Partnered with the global privacy office to cross-reference the records retention schedule with categories of personal and sensitive personal information to support privacy reporting requirements in the U.S. and EU.
• Records and Information Management Modernization: Part of a team helping a top 10 fast food chain modernize its RIM function to support improved privacy compliance. Developed an updated RIM policy and, based on interviews with over 40 departments, created a retention schedule for all corporate data types. Using the existing asset inventory developed by the privacy office, risk ranked key data repositories and defined a data cleanup policy and process to support scalable data minimization.
• Electronic Records Management Implementation: Designed the migration and classification of corporate records for back-office functions from file shares and legacy SharePoint to records-management enabled OpenText for the general counsel of a Fortune 1000 mining organization. Included a defensible disposition playbook to enable client to continue the implementation for front office functions.
• Information Architecture: Assisted in the development of an information architecture for eight departments for the CIO of a single state Blue Cross Blue Shield organization to support data lifecycle management as well as improved findability and usability. Also developed train the trainer playbook and change management collateral to allow client to complete the information architecture for remaining departments.