Fractional IG Executive & Hands-On Partner

Governance that works because people want it to.

Most information governance starts with the stick: compliance requirements, new systems and maturity scores. I help your teams build and sustain governance they embrace as everyday practice, and I get decisions made so the work moves forward.
Julie R. Harvey   ·   Former CIO · 20+ years leading enterprise IG · IGP, CIP

Why Governance Stalls

The stick approach to IG has run its course.

Audits, risk assessments, compliance deadlines, and maturity indexes show where you fall short. They don't show how to get people to change.

Governance rarely fails on rules or technology. It fails when people don't adopt it. When governance is done to teams, it creates workarounds — and workarounds are where the real risk lives.

Done to teams, not with them

New rules land without the why, so people route around them.

Assessed, but not adopted

A completed maturity score is not the same as governance people embrace.

AI outpacing governance

AI is moving faster than most governance programs can keep up, and it draws on whatever you hold. Policy is the output of good governance, not a substitute for it. More rules just drive AI use underground.

The Balanced Approach

A method, not a slogan.


Success is measured by adoption: governance people embrace day to day, not a completed assessment. In practice, that means three things.

1

Teams understand why

People know why governance matters to their work, not just what the rules say.

2

Processes fit real work

Governance is shaped around how teams already operate, building on what works and strengthening what doesn't.

3

Named owners keep it going

Ownership is built in, so governance continues after I step back. Capability stays; dependence doesn't.

From records modernization to AI adoption, practical governance lets you move quickly without adding risk.


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How I Work

Six principles behind every engagement.


What people-first governance looks like in practice.

01

Transparency

Everyone can see what is being decided, why, and what it means for them.

02

Curiosity first

I start by understanding how work really happens, not by judging it.

03

A safe space

Teams can say what isn't working without blame.

04

Culture and trust aligned

Governance reflects how your organization wants to work, so people trust it.

05

Decisions over consensus

We reach a clear decision so work moves forward, and adjust if it isn't working. Don't let perfection become the enemy of good.

06

Engage in good faith

Dialogue as governance infrastructure.

Since 2004

“Your vision, your technology, your people, your reality.”

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About Me

Accountable, not just advising.

I've spent more than 20 years leading records modernization and information governance across government, legal, financial services, insurance, and Fortune 500 organizations — including time as a CIO. I haven't just advised on these programs; I've been accountable for them.

I've been the leader answering to the board and the executive asking busy teams to change how they work. So I connect governance to what leadership cares about — cost, risk, and getting things done — while respecting the realities of the people doing the work.

My strongest results have come as an outside partner. As interim IG Director at a leading independent retailer of tires and wheels in the US, I built alignment across the CISO, CIO and IG Committee and took the program from maturity level 1 to level 3 in two and a half years.

Delivery experience

Governance operating models: designed, deployed, operationalized and sustained · IG operations management · Enterprise RMS implementations · Cloud migrations · Retention & disposition · Legal hold · eDiscovery · Information lifecycle management · Enterprise content management

IGP and CIP certified · Co-Chair, AIIM Community of Fellows
ISO/IEC 27001 ISMS and AIIM Digital Preservation certifications · UC Berkeley Executive Education, Data Strategy · AI for Business Leaders, University of Michigan Engineering

Why Work With Me

Inside the work, outside the politics.


I work alongside legal, compliance, IT and operations as a trusted partner: close enough to deliver, independent enough to get decisions made. Never an auditor, overseer or replacement.

01

Governance your people embrace

Teams understand it, own it and keep it going long after I step back.

02

Senior leadership, fractional cost

A certified IG executive who has been accountable for budgets, boards and delivery, at a fraction of the cost of a permanent hire.


03

Independent enough to move things forward

Inside an organization, good leaders get pulled into competing priorities. As an outside partner, I can align senior leaders and get decisions made.

04

Governance that keeps pace

Practical, actionable strategies that make your governance program sustainable, from records modernization to AI.

Governance that delivers accountability, transparency and control.

Unified Approach


A unified approach breaks down silos to create a single source of truth for technical teams and business users enabling effective collaboration and governance.


Results

What changes when people embrace governance

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Level 1 → 3

IG maturity in 2.5 years

National retailer

500+

Data systems inventoried, with named data stewards

~40 hrs

Saved a month through automated disposition

Law firm

$65k

Storage savings in 12 months

Law firm

30+ TB

Redundant data removed and 2 servers retired

Law firm

Questions

What records and compliance leaders ask

What does a fractional IG executive actually do?

I join your team as a senior information governance leader and hands-on partner for a fraction of a full-time role. I set direction, work alongside legal, compliance, IT and operations, get decisions made and build the ownership that keeps governance going.

How is this different from a framework or maturity assessment?

Assessments show where you fall short; they don't get people to change. I bring 20 years of making governance work inside real organizations, and I measure success by adoption: governance people embrace, not a completed report.

Will you replace or oversee my team?

No. I work alongside and as part of your existing team, never as a replacement, auditor, or overseer, and I leave capability behind rather than dependence.

How does AI change information governance?

AI is moving faster than most governance programs can keep up, and it draws on whatever information you hold, including outdated or over-shared content. Policy is the output of good governance, not a substitute for it, so more rules just drive AI underground. Practical governance your people embrace lets you move quickly without adding risk.

Who will I actually work with?

Me, directly. I work with only two or three organizations at a time, so you get continuity and genuine attention rather than whoever is next in a network.

Why a fractional partner rather than a full-time hire?

An outside partner can sit alongside the politics without being part of them. My strongest results have come as an outside interim leader, aligning senior stakeholders across competing priorities. You get senior experience and an independent voice, without the cost of a permanent hire.

Let's Talk

A 30-minute chat to see if we can help each other.

I work with only two or three organizations at a time, so you work with me directly. Tell me what's stalling your governance program and we'll start there.

Julie@BalancedSolutions.org

+1 949 444 4193

linkedin.com/in/BalancedSolutions2

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