Professional Documents
Culture Documents
Chapter 3
Information Management
in Project Management:
Theoretical Guidelines for
Practical Implementation
Fernanda Ribeiro
University of Porto, Portugal
ABSTRACT
The authors start by presenting Information Science (IS) that is developed and constitutes object of re-
search and teaching at the University of Porto, Portugal, and they explain accurately the cross-positioning
of Information Management (IM), which is also shared with other social sciences and disciplines of
technological character. From here, a brief presentation of the origin and nature of Project Management
(PM) is exposed to emphasize the need for an effective and fully assumed approach between IM and PM.
It is observed that, for specialists in PM, the infocommunicational flows are important and they seek
to manage them intituitively, but without feeling obliged to ask for the expertise of specialists in IS and
IM, the reverse is true (i.e. there are courses and some interesting adaptations of PM procedures’ tools
to be applied into informational projects).
1. FROM INFORMATION SCIENCE would be “to make explicit the assumptions and
TO INFORMATION MANAGEMENT: purpose of science in an articulated manner with
DISCIPLINARY POSITIONING the rules, the procedures and the research tools.
Therefore, its contribution, as well as reflective,
The practical epistemology has been so designated is programmatic” (Paviani, 2009, p. 21), and has
by Jayme Paviani to mean the articulation of epis- been behind the effort at the University of Porto,
temological and methodological problems within Portugal, of the precise and synthetic delimitation
a common horizon and, in this sense, its function (joining theoretical concerns with the practical
DOI: 10.4018/978-1-4666-7536-0.ch003
Copyright © 2015, IGI Global. Copying or distributing in print or electronic forms without written permission of IGI Global is prohibited.
Information Management in Project Management
dimension of research) of the Information Science University of Porto, they appear and mainly have
(IS) field. Hence, the proposed definition for it: been specified in the book prepared to provide the
“social science that investigates the problems, theoretical and well-founded basis for the Bachelor
issues and cases related to info-communicational in Information Science that began to be taught in
phenomenon, perceivable and knowable through the academic year 2001-2002 (Silva & Ribeiro,
confirmation or denial of the inherent properties 2002). The properties of information, formalised
of the informational flow genesis, organisation as general axioms, are six and according to them,
and behaviour” (Silva, 2006, p. 141). It is also information: 1) is structured by an action (human
the science that, keeping alive the documentary and social) – the individual or societal act struc-
tradition and practice inherited from previous turally establishes and models the information;
disciplines such as librarianship, documentation 2) is integrated dynamically – the informational
and archivistics, studies the information cycle in act is involved with, and results from, conditions
its fullness and transversality: origin, collection, and circumstances both internal and external to
organisation, storage, retrieval, interpretation, that action; 3) has potentiality – a statement (to a
transmission, processing and use of information. greater or lesser extent) of the act which founded
Moreover, the question to ask is: How is the and modelled the information is possible; 4) is
“information” defined? This has been defined in quantifiable – the linguistic, numeric or graphic
various ways and views. In the midst of such a codification is capable of quantification; 5) is
variety of settings, we chose to take a definition reproducible – the information can be reproduced
that would allow the exploring of the fixed object: without limit, therefore, its subsequent recording/
“Set of structured mental and emotional coded memorising is made possible; 6) is transmissible
representations (signs and symbols) and modelled – the informational (re)production is potentially
with/by social interaction, able to be recorded in transmissible or communicable. In addition, the
any material medium and therefore communicated properties are somehow intrinsic and “univer-
in an asynchronous and multi-directed way” (Silva, sal” characteristics of the info-communicational
2006, p. 150). phenomenon. It is, moreover, in relation to this
To be communicated, information takes the human and social phenomenon that the IS object
form of a document, but it does not become (defined above) is (re)built.
identical to it even though our senses (visual The “steps” of the info-communicational cycle/
and tactile) allow us to perceive the document process (object of study or constructo), listed
as an artifact, and as inseparable (and symbiotic) above, form the IS object and can be distributed
from the mentefact (information). Perceiving the over three main specialised study areas or groups:
subtle but crucial difference between the content the production of informational flow; the organi-
and the container, between the medium and the sation and representation of information; and the
“substance of meaning” recorded in it, gives IS informational behaviour (Silva, 2006). This triple
epistemic legitimacy. division of the IS object began with an ambiguity
The 60s of the 20th century pontificated the that was being addressed, and in principle solved,
famous definition of IS exposed in the Georgia which was related to the inclusion of Informa-
Institute of Technology conferences, that took tion Management (IM). The connection of this
place in October 1961 and April 1962, and sum- topic – as we will call it from now on – with the
marised in an article by Harold Borko (1968), in trans- and interdisciplinary IS, developed at the
which the reference to the information properties University of Porto, never offered any doubt. In
emerged, listed firstly by Yves-François Le Coadic fact, the training model that was shaped through
(1994). In the definition exposed and used in the Specialisation Programmes in Documentary Sci-
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Information Management in Project Management
ences, established in 1982 and closed in 20071, was which are condensed into multiple and different
to be deepened and even radically rethought and consulting “packages”. This means that IM arises
reworked with the aim of creating a new hybrid as a topical in pitch route from the traditional
professional, and in operating the symbiosis of the and instrumental view of Information and Com-
scientific-social and technological matrix there munication Technologies (ICT). Indeed, much
was a clear inflection in affirming the information of the teaching of IM does not exist or has had a
manager as the professional for a future that is very strong emphasis on information encoded and
increasingly present. The questions and difficulties stored in information technology (Rascão, 2008,
were not, therefore, in the professional dimen- pp.14-15; Rascão, 2012). It is urgent, therefore,
sion, but in the epistemological framework; and according to this author, for whom IM became,
here, the initial response was to dilute IM in the for better or worse, an academic discipline (this
production of information: this orientation was to does not, of course, mean that it is a scientific
“present an alternative based on epistemological discipline) that would break with the traditional
assumptions and conducive to place Information view, in order to, alternatively, be constructed as
Management or explicit knowledge, as a segment a synthesis filled with contributions from Eco-
of the IS object, in the way we conceive it from an nomics, Management, Strategic Management
epistemological and educational point of view at and Communication, which indicate other ways
the University of Porto. Moreover, this perspective of looking at IM. These fields have a less techno-
arises reflected, in condensed form, in Informa- logical vision of IM and turn the separation of the
tion Management and Knowledge Management ICT encoded, stored and accessed information, in
DeltCI entries” (Silva, 2009, p. 233)2, and imposes broad and comprehensive terms, into the process
itself. However, it is important to mention that of decision making (Rascão, 2008, p. 15).
on Knowledge Management (KM) our position Seeing as IM (and related variants) is an up-
remains unchanged. to-date topic that appears to be shifting towards
In later articles (Silva, 2005; Silva, 2009), dynamic synthesis, it seems to settle down, more
the approach has become less simplistic and clearly, inside the inter-science Information Sys-
refuses the idea of identifying, without further tems and in the interdisciplinary field of Commu-
thought, IM as one of those three areas of the IS nication and Information Sciences, and in doing so
object, which is associated with the production it summons an increasingly strong approach from
of informational flow and is clearly replaced applied social sciences, and epistemic space where
by an “interdisciplinary topical of Information IS has to claim, with increasing force, its belong-
Management in the perspective of Information ing and its own space (Silva, 2009, pp. 235-236).
Science” (Silva, 2009, p. 246). Clarifying further, and to close this initial
If we put disciplinary interrelations with ma- item, it can be said that IM corresponds entirely
turity and complexity, as we currently understand to the nature of applied social science with which
them, there seems little doubt that IM as well as the trans- and interdisciplinary IS is defined and
Information Knowledge (IK) and the more secto- presented, i.e., it is the practical dimension of IS
rial and strategic ways of professional activity as across all areas of the field of study of this science
Competitive Intelligence (CI) and Economic Intel- and it is also composed by other different, but
ligence (EI) (Paim, 2003; Tarapanoff, 2006; and complementary and enriching scientific-technical,
Santos, Leite & Ferraresi, 2007), do not constitute approaches (see Figure 1)
a scientific discipline in themselves, but a “plat- To our understanding, it is evident that an
form”, essentially practical, for the application information manager must have basic training in
of ideas, theories, models and several solutions, IS, as this is the training model followed at the
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Information Management in Project Management
means that they need to motivate and influence The transversal nature of PM coincides, more-
others through formal performance management over, with the identical transversality of IM; as
processes. As a result, the ‘soft’ or human side aforementioned, it is not unique to IS and has been
of project management is considered an essential appropriated by other approaches. However, in the
factor for success” (Allan, 2004, p. 4). operational context of IS, IM corresponds entirely
The same author also shows which type of proj- to the applicational dimension, i.e., it corresponds
ects can be developed in the ILS field and provides to the search and implementation of theoretical
various illustrative examples, such as: “moving and practical solutions that span through a broad
a library; developing a new information service; spectrum of cases and contexts. Furthermore,
creating a new intranet site; digitizing a collection; we can, for a better explanation of our proposal,
merging two libraries; building and moving into present two angles.
a new learning resource centre; restructuring an Firstly, we have the indisputable presence of IM
information service; developing a new marketing in the dynamic process of any PM. This is mani-
campaign; re-cataloguing a collection; producing fest and clearly implied in the main leading tools/
a common training programme for a number of models as, for example, PMBOK®. By simply
ILS; developing a web-based information skills glancing at its standards, we quickly understand
course; carrying out research in an innovative the importance of recording, storing and retriev-
area” (Allan, 2004, p. 5). ing information at each step, its evocation during
These examples show how information man- the following steps and, especially, at the end of
agers can profit from PM to improve their work the whole management process of each project.
and establish a valuable relationship between The complete cycle of IM, which has a clear
both areas (IM and PM) in benefit of information beginning in the production or collection of in-
professionals. How the reciprocal relationship formation, is developed by a coordinated series of
must be established, with contributions from IM steps in which organisation – sorting, classifying
in benefit of PM, is discussed in the next section. and indexing –, as well as its interpretation for the
dissemination, use and reproduction, gains special
importance. Any entity, personal or institutional,
3. INFORMATION MANAGEMENT individual or collective, that does not invest in
IN PROJECT MANAGEMENT: clear and efficient procedures, at various points
INFLUENTIAL OR ONLY in time, loses information, and loses itself in the
IMPLICIT PRESENCE? accumulated information, which by then becomes
completely useless.
Given what was exposed in the previous two Consequently, the presence of good practices
sections, it is inevitable to realise the embracing and, if possible, of suitable models of IM through-
quality of PM, which does not constitute an axis out the whole process of PM, should be noted.
of IM developed from the theoretical and meth- Speaking of models, it is also important to highlight
odological apparatus of IS. Nevertheless, the lack the systemic model, which has several implications
of centrality of this activity in the field of IS and in whatever project that is to be managed. A key
even in the broader and interdisciplinary field of implication has to do with the clarified understand-
Communication and Information Sciences does ing of what constitutes information and if this es-
not mean that the issue should not deserve all our tablishes the triad “data-information-knowledge”
attention. All our attention and commitment as or, on the contrary, absorbs the meaning of data and
well as this collective book is our most immedi- explicit knowledge, as is our opinion. Operating
ate contribution. with the definition presented at the beginning of
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Information Management in Project Management
the first section, it should be stated that it is not One of the most important characteristics of
the medium or the technical form of registration a good project manager is to have good com-
that must be taken as a distinctive benchmark in munication skills. Communicating by writing
relation to the information produced and accu- and by speech is the foundation of all successful
mulated within each project. The information is projects. Throughout your project, you will use
distinguished only by what it is or treats, which several modes of communication. As the person
in documental terminology is called “typology”. in charge of creating or managing most of the
The information is distinguished therefore by its project’s communication activities (documents,
numerous typologies. Some examples of typolo- meeting updates, status reports, etc.), you must
gies that tend to form extensive series are: Emails ensure that the information is complete, as well as
(typological series merged to correspondence, fully and clearly expressed, so that your interlocu-
previously only postage); photographs, videos, tors have no trouble, whatsoever, understanding
reports, and personal notes taken by each mem- the purveyed message. After the information has
ber of the project team; the manuals or specific been conveyed, it is the receiver’s responsibil-
guidelines on PM; monographs published online ity to make sure they have fully understood the
on the particular subject or area that the project information. (...)
to be managed focuses on, and many others. Each
PM process generates a plethora of informational Processes of Project Management
typologies, which under the systemic viewpoint
are interdependent parts of a whole that is diverse, According to the PMBOK Guide, the processes
but one. Developing PM within this systemic of project management organise and describe
perspective has visible and final consequences the project’s completion. They are carried out
on the judgmental assessment of the work done. by people and, just like the project stages, they
Another implication, which is closely asso- are interrelated and interdependent. It would be
ciated with the former, is to value the memory difficult, for instance, to identify specific project
factor: the informational capital of a PM process activities without knowing the project’s require-
has immediate utility, while running the case, but ments beforehand.
after its end, this capital, if prolonged as perma-
nent memory, has a potential utility of uncertain PMI Process Groups
value. However unlikely to occur, even if only
occasionally and sometime far in the future, its The PMBOK Guide states five process groups
potential utility is high, as shown by the personal for project management: Initiating, Planning,
and organisational experiences. Executing, Controlling and Closing. All of these
As demonstrated in the previous section, proj- process groups, except for Initiating, are comprised
ect managers do not need to have, and usually do of individual processes which together constitute
not have, specific training in IS or in Communi- the group. For instance, the Closing Group com-
cation and Information Sciences. However, it is prises two processes: Contract Close-Out and
interesting to note the emphasis that Gerência Administrative Closure. Together, these process
de Projetos: Guia para o Exame Oficial do PMI groups – including all its individual processes –
Project Management Institute (2nd ed.) attaches to shape the project’s life cycle. (...)
the skills, or communication skills, that a project Project management offices are a method
manager must have: of organising and designing patterns for project
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Information Management in Project Management
management techniques inside each organisation. Heldman recalls the three process inputs – re-
They could also act as a project library by storing sults of the work, the communications manage-
all documents for future reference. (...) ment plan and project plan – addressed before by
her and she ends with advantages in the develop-
Project Communications ment of communication skills, in the exchange of
Management information through the scheme “emitter–mes-
sage–receiver”, in the methods of information
The processes of this knowledge area are related exchange, in the forms of communication, in the
to general communication skills but go far beyond lines of communication, in the skills of effective
mere information exchange. Communication skills listening, in conflict resolution, in information
are the overall management skills that a project retrieval systems, in methods of distributing in-
manager uses daily. The involved processes aim formation and the outputs of the distribution of
to ensure that all project information – includ- information (Heldman, 2005, pp. 300-306).
ing project plans, risk assessments, notes from Under the term “communication”, it is pos-
meetings and such – is collected, documented, sible to develop a whole practice of IM sup-
stored and disposed of when suitable. They also ported by Information Technology (IT), which
ensure information distribution and sharing with is a misconception to be undone. PM specialists
stakeholders, management and integral parts at need to be aware that operations such as record-
appropriate times. At the end of the project, infor- ing, organisation and classification, storage and
mation is stored and used as reference for future retrieval of information, which is produced in the
projects – it is named as historical information on scope of any project, imply skills and have had an
several project processes. accumulated scientific basis for over a century that
All project participants are somehow related is condensed in IS. Strictly speaking, this is not
to that knowledge area, as all of them send and/or merely a communication process, as it has true
receive communications throughout the project’s info-communicational requirements and specifici-
life. It is of fundamental importance that all staff ties that are not fully absorbed and assimilated
members and stakeholders understand how com- by IT technicians. During a project, the three
munication affects the project” (Heldman, 2005; areas – informational production, organisation
authors’ translation). and representation of information and information
In the same guide, the author includes a chapter behaviour – in which it is possible to divide the
entitled “Distribution of Project Information”. IS object are interconnected and require special
This process attention. The context of production, that is to say,
the structural context of the project, has much to
(...) aims to keep the stakeholders up to date do with the informational typologies arising from
regarding the project by using several methods: the project, in addition to standardising and the
status reports, meetings about: information dis- crossing of the numerous different types of project
tribution, the plan for managing communications, information. Organising information into classes,
based on the Communications Planning process, descriptors and related terms is the basic assurance
is implemented. Communication and Information that information can be retrieved whenever there
Distribution act together to make all the infor- is such a need. This is made possible provided
mation on the project staff’s progress available that these operations are not neutral and those
(Heldman, 2005, p. 299; authors’ translation). performing them are the producers themselves
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Information Management in Project Management
who should not, inadvertently, discard the role of the results obtained in academic studies, which
mediator and conditioner of the subsequent search have multiplied, show that there is no unique and
processes. Additionally, the present and future universal standards on how users seek information
needs of those who use and search the information according to needs and/or difficulty to be able to
is a complex topic to consider. typify or fix it in a linear causality.
If we seek examples of effective cooperation There is an important prevention point on how
between IM specialists and PM specialists, in PM is linked to the management of projects that are
which the latter explicitly call upon the former to primarily informational. The aim with which they
become fully effective with the projects’ informa- are designed and implemented is to make access,
tional flow and its management, the frustration search and the use of information by real people
is great because there is a lack of cooperation available, albeit diverse and inserted in more than
between the two areas of activity. With our work, one context, the context being an aggregating unit
we intend to emphasise the urgency of an aware- of elements that constrain or interfere with the
ness on the part of project managers, towards the dawning of an informational need. PM does not
input that IM in particular, and IS in general, can have to answer this complex specificity; IS comes
bring to their work. in here with an increasing amount of exploratory
Secondly, we must face the presence of PM studies that constitute a possible answer, which
standards in projects related specifically to “serv- are always incomplete and always needing larger
ing information” – the construction of a public and successive developments.
facility in a given municipality or community, as Also, the function of PM is not to give answers
for example, a Municipal Library, is an eloquent to the problems of human mediation in the as-
example of how it is possible and inevitable to sembly of digital platforms while informational
connect PM to informational aces/projects. First, projects in themselves. It is a complex problem
because of and despite the immaterial nature of that involves two areas, as mentioned before, the
the information to be used, it tends to be materi- field of IS – the study of information production
alised and this implies a set of concrete elements, logics and the organisation and representation
which have to be designed, planned, budgeted and of information. With regard, moreover, to this
implemented with rigor and risk calculation – all second area it is imperative to clarify that the
are determined phases that enter the accumulated Architecture and Design of Information, activities
experience of PM. and disciplines that blend computer/technological
If we put the emphasis on the informational training and artistic training (matrix of Fine Arts),
projects developed on digital platforms, we can flow into classical questions of organisation and
find in the prescriptive background of PM that the representation of information to which the answers
importing of all the specific know-how is done were found and developed from, of course, the core
without difficulty. However, one must take into of IS. The issue of mediation therefore requires
account that, for example, when building a portal that, in the management of a specific informational
on any one topic, whether or not the applicability project – e.g. a thematic site –, the accumulated
of PM requirements is beyond dispute, and whether contribution of IS, in both the productive aspect
it is necessary to make important adjustments and and in the representational aspect of contents that
to value the informational behaviour component, are intended to be accessed, searched and used,
the research area of IS cannot obviously be dissoci- be openly and fully taken into account.
ated from PM. What is more, the models arising The search for examples illustrating the use of
in the course of research in this area, as well as the precepts of PM in the construction of memory
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Information Management in Project Management
institutions, such as Archives, Public Libraries and mation that instruments, validates and subsidises
Museums, in records management both in Records, the action of the municipal administration, despite
as in “hybrid” services, and in the implementation its supra-structural function, which comprises
of Information Systems in the broadest sense, all the organisational system (Masson & Silva,
i.e., not only the digital platforms, but services 2000-2001, p. 49; authors’ translation).
that concentrate all kind of information in the
most various media, is more fruitful, since the SIMAI would be the application of the SIMAP
popularity and the expansion of PM in multiple model to the case of the Municipality of Indaiatuba.
sectors and activities is increasing. It is easy to find Moreover, as it has a concrete organic structure, in-
courses that use PMBOK for the implementation side the Municipal Executive or Legislative Power,
of records management projects in archives. It is it cannot be taken as a replica of an Archive Service
also natural that in the construction of buildings or a Municipal Documentation Service. Strictly
for Archives, Libraries and Museums, the same speaking, it is a system, or a whole, consisting of
management “tool” be used – with indisputable several parts that interdepend without losing their
advantages and benefits. specificity or difference. An information system
On the other hand, what was and still is less that is composed of multiple types of informa-
common is the adaptation of PMBOK to a specific tion in widely varying media, which is managed
informational project called SIMAI – Sistema de as a service that is installed in the “heart” of the
Informação Municipal Ativa de Indaiatuba [Ac- municipal institution in order to make efficient
tive Municipal Information System of Indaiatuba], its own management and public policies. In this
municipality of São Paulo, Brazil (Masson & Silva, sense, SIMAP is not an informational project, an
2000-2001, pp. 33-62). This is a project within archive or a library, which does not preclude that
another broader project that is entitled SIMAP it can be implemented using the PMBOK.
– Active and Permanent Municipal Information This is precisely what Silvia Mendes Masson
System, which had and continues to have a pur- tried by producing documents and rehearsing an
pose, “under the systems approach, integrating implementation strategy. She presented the first
an analysis of the functions of the organisational results in a paper at the VI Congresso de Arquivo-
system of Municipal Administration with the logia do Mercosul, sponsored by the Associação
information system thereunder, to objectively de Arquivistas de São Paulo and the Centro de
meet its established rules and its purpose/mission, Documentação e Informação Científica da Pon-
thus ensuring, according to advanced methodol- tifícia Universidade Católica de São Paulo, and
ogy, effective internal and external informational held at Campos do Jordão, State of São Paulo,
communication” (Masson & Silva, 2000-2001, p. Brazil, on 17-21 October 2005 (Masson, 2005).
35). Later, in the article we are quoting, the author Her presentation focused on a work plan that fol-
sums up in the following way: lowed the phases and procedures recommended
by PM in general, and the PMBOK in particular.
It is suggested that SIMAP should be a process From a formal and theoretical standpoint, the
for assisting the Government Council Department results of this exercise, even today, after several
or the Department itself, when it comes to the years, are very exciting, but still await an effec-
executive power, or for assisting the Municipal tive application.
Presidency, when it comes to legislative power, The evocation of this case confirms the curios-
due to the mandatory centralisation of the infor- ity and interest of experts and PM professionals
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Information Management in Project Management
and the use of PM in projects, even in the most Masson, S. M., & Silva, A. M. (2000-2001). Uma
innovative situations. However, the same interest abordagem sistêmica da informação municipal:
does not appear explicit on the part of project O projecto SIMAP e um caso de aplicação ainda
managers in relation to the “core” of IS and IM. incipiente - o SIMAI. Cadernos de Estudos Mu-
Hence the timeliness of this text, which constitutes nicipais, 14-16, 33–62.
a reminder and triggers the need for an open and
Meredith, J. R., & Mantel, S. J. Jr. (2006). Project
deeper dialogue between the two specialties and
management: A managerial approach (6th ed.).
disciplines.
Danvers: John Wiley & Sons.
Miguel, A. (2006). Gestão moderna de projectos:
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gains a considerable relief and Management regarding the use with Informational Behav-
Information becomes one of the three study iour” (SILVA, 2006:149); and “Knowledge
areas extending in disciplinary branches of Management” (...) What is interesting in
theoretical and practical application, such Information Science are the practices and
as archival science. By becoming the study techniques developed as knowledge manage-
area, its natural crossing or interaction with ment, which, after all, are simply practices
the other areas that act jointly in relation to and techniques of management, of organisa-
treatment happens along with the Organisa- tion and use of information inside a more or
tion and Representation of Information and less complex “entity” (SILVA, 2006:149).
57