The records your team writes every day
Much of how a business runs has already been written down. Here is what tends to qualify, where it lives, and what you can leave out.
Where they live
Microsoft 365, Outlook and Gmail mailboxes.
Files
Dropbox, SharePoint, Google Drive and other shared folders.
Chat
Threads and channels in Slack and Teams.
Customer systems
CRM entries along with notes and quotes.
Support
Help desk tickets and replies.
Projects
Boards, task lists and status updates.
ERP and finance systems
Stock, orders, invoices and closing routines.
Engineering
Code repositories, reviews and issues.
If your tools are not listed here, they can still count. What matters is that the records sit in business software your company runs.
Common formats
Records come in many shapes, and most of them can be considered:
- Email and chat message threads
- Documents, spreadsheets and presentations
- Technical specs and CAD drawings
- Comment histories on tickets and tasks
- Your codebase and its reviews
Ask on the call about any format you do not see here.
Older systems count too
Plenty of companies have switched tools over time. A former mail server, an old project tool or a folder archive can still contain years of valuable history. Raise them during the call. They are considered next to the systems in use today, and leaving them out is equally easy.
What gives a record value
The records that matter most show work being done, not just its result. An exchange where a client problem is worked out. A proposal and the revisions that shaped it. A ticket followed from first report to resolution. They capture the reasoning behind daily decisions, the very thing public text lacks.
Years of history help too. Watching one kind of task done many times, by many people, is what makes a set of records worth licensing.
How records are handled
Your originals never move. Your chosen records are copied by License Your Data, names and identifiers are swapped for placeholders, and you sign off on a sample before anything leaves.
Leaving records out
Exclusions may cover systems, folders, teams or periods of time. Sensitive data can be excluded or de-identified before anything is shared. Law, accounting and healthcare firms set scope together with their own counsel, and client and patient data stays out.
Your records stay yours, and sharing happens only with your approval.
See the possible value of your records
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