Case Study

Global Metadata Strategy & Governance | Pearson



  • Enable the organization to adapt to the rapidly shifting landscape of new technologies, new customer behaviors, and dramatic changes in the evolving competitive content ecosystem through a new metadata strategy.
  • Dozens of internal and external standards, systems and tools were at different levels of implementation, migration, maturity and operationalization.
  • There were large gaps between high level policy and intermediate and lower level business operations  and content processes.


  • Education for executives on the Enterprise Content Management Council., line of business managers, technical users, developers and content creators was needed to get people on the same page and to have a consistent point of view regarding the role of metadata standards, what kinds of standards needed to be adopted and what steps were required for leveraging content and applications to achieve the desired business outcomes.
  • Documentation and plans for 16 major enterprise content management projects were integrated into a master plan and roadmap for  metadata standards governance.
  • A framework for decision-making was developed to work in conjunction with responsibilities matrices  to consider over 900 factors in global governance.


A two year roadmap and metadata standards operationalization set of deliverables with templates, specific working agendas and team task assignments was developed - this was called “the bible” and was used for the next three years to guide organizational decision-making.

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