2024 Archives - TrailBlazer Consulting, LLC

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5 days

Governance Devils and Details – E97

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Governance Devils and Details - E97

00:00 / 00:13:22

2024 Episode 97 – Details are important in information governance planning and implementation. Based off the TrailBlazer Framework, explained in Episode 96, we dive further into the devils in the details when it comes to Governance. This episode ‘Governance Devils and Details’ gives you insights into the important considerations for setting up your information governance. Join IG Consultants, Maura Dunn and Lee Karas, as they help establish the governance section of an information governance program. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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3 weeks

Details Are Important In Information Governance – E96

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Details Are Important In Information Governance - E96

00:00 / 00:10:28

2024 Episode 96 – Details are important in information governance planning and implementation. The devils are in the details when it comes to trying to get information governance activities moving forward in your organization. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they use the TrailBlazer Framework to help explain where the devils in the details can hide. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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1 month

Strange Information Governance Moments – E95

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Strange Information Governance Moments - E95

00:00 / 00:20:36

2024 Episode 95 – Some of our strange information governance moments over the years. We talk about our strange moments in information governance but would love to hear from you. Drop us a line at [email protected] and tell us about your strangest information governance moments.

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2 months

The Artificial Intelligence (AI) Episode – E94

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The Artificial Intelligence (AI) Episode - E94

00:00 / 00:17:56

2024 Episode 94 – Artificial Intelligence (AI) and how it can help the Information Governance Professional. We have come a long way from the days of autoclassification in records management. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they give their opinion on the good and bad of Artificial Intelligence (AI). Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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2 months

Inundated with too much data daily? – E93

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Inundated with too much data daily? - E93

00:00 / 00:18:58

2024 Episode 93 – Inundated with too much data daily? Learn how Information Governance can help you sort through and handle data inundation by using your organization’s records retention schedule (RRS). Your RRS is more than just a records management policy. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they explain how a records retention schedule can become the backbone for automated filing, tagging, and email management. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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2 months

Raw Data vs Manipulated Data – E92

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Raw Data vs Manipulated Data - E92

00:00 / 00:12:16

2024 Episode 92 – What does it mean to give your employees access to raw data instead of manipulated data in the format they are used to? Which is greater, the potential for better reporting and results or disaster and confusion? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they explain the difference between raw data and manipulated data in the context of large scale reporting requirements. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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3 months

Statistical Sampling Analysis: Backfile Characterization – E91

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Statistical Sampling Analysis: Backfile Characterization - E91

00:00 / 00:11:33

2024 Episode 91 – This episode will provide you with an understanding of how to use the backfile characterization methodology to perform a statistical sampling analysis. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they explain how the backfile characterization was used to locate certain records instead of searching for records to destroy. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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3 months

Implement a Backfile Characterization – E90

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Implement a Backfile Characterization - E90

00:00 / 00:18:40

2024 Episode 90 – Implement a backfile characterization on your organization’s offsite storage boxes or electronic files in line with defensible destruction. This episode will provide you an understanding of how to perform a backfile characterization. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they provide the requirements for performing a backfile characterization project at your organization. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

Episode length 00:18:40.

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4 months

Office Clutter: An Introduction to Backfile Characterization – E89

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Office Clutter: An Introduction to Backfile Characterization - E89

00:00 / 00:08:37

2024 Episode 89 – Does your organization have too much electronic and physical paper cluttering up your systems, hallways, and office space? This episode will provide you with an introduction to a backfile characterization project. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they introduce a backfile characterization project. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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4 months

Facing an Office Move or Office Closure? – E88

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Facing an Office Move or Office Closure? - E88

00:00 / 00:13:13

2024 Episode 88 – How you as an IG professional can help your organization during an office move or office closure. It’s not the end of the world if you are the one stuck having to cleanup after an office move or office closure. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss a couple of ways to deal with the material left behind after an office move or office closure. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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5 months

IG Documentation – E87

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IG Documentation - E87

00:00 / 00:13:45

2024 Episode 87 – IG documentation – what is that all about? Are you, as an Information Governance Professional, interested in learning the important items to document for company prosperity. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss IG documentation routine verses non-routine. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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5 months

Legal Holds – E86

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Legal Holds - E86

00:00 / 00:16:15

2024 Episode 86 – Are legal holds important? Does your organization know how to implement a legal hold? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss legal holds and what information should be included in a hold.

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6 months

Legacy Data Issues? What to do – E85

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Legacy Data Issues? What to do - E85

00:00 / 00:14:10

2024 Episode 85 – Are you having legacy data issues? Are you wondering what you should do with legacy data? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they give their guidance on what companies should do with legacy data.

Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

Episode length 00:14:10.

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6 months

Document Migration – E84

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Document Migration - E84

00:00 / 00:19:46

2024 Episode 84 – What are the important steps for matching documents to data to ensure accurate document migration? How do you find all the places where documents are stored to migrate the appropriate documents? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they explain important steps for document migration. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

Episode length 00:19:46.

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7 months

Sponsorship Changes – E83

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Sponsorship Changes - E83

00:00 / 00:13:24

2024 Episode 83 – What do you do when your project sponsor leaves? Project sponsorship changes affect all aspects of your information governance program, including individual projects. What do you do now? How will you position yourself and your program after key sponsorship changes. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they help guide you through steps you can take to ease the impact of a key sponsorship change. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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7 months

Contract Logix and TrailBlazer Consulting

Contract Logix and TrailBlazer Consulting partner to help energy organizations digitally transform contract lifecycle management (CLM)

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7 months

Zombie Systems – E82

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Zombie Systems - E82

00:00 / 00:13:57

2024 Episode 82 – What do you do with the old data left behind in zombie systems after you start using your brand-new system? IG professionals know that old data cannot just go away and that the appropriate retention should be applied. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they help you use zombie system costs to bulk up your new system business case and help apply retention. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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8 months

Why IT Should Be Your IG Partner – E81

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Why IT Should Be Your IG Partner - E81

00:00 / 00:11:26

2024 Episode 81 – A few reasons why information governance professionals should partner with IT. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they explain the reasons why IG professionals need to understand and partner with IT. Each episode contains important information gained through our experience working with companies across various industries and we talk about
how you can apply this experience to your company.

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8 months

System Testing and Go/No-Go Decision – E80

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System Testing and Go/No-Go Decision - E80

00:00 / 00:09:01

2024 Episode 80 – A review of the different levels of system testing and help to make that final Go/No-Go decision to put your contract management solution into production a little easier. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they review testing methods like making sure your configuration matches your design, making sure the functions work the way they are supposed to, checking that the integrations work, and involving users to test their specific areas. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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9 months

Don’t Underestimate Contract Data and Document Cleanup – E79

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Don't Underestimate Contract Data and Document Cleanup - E79

00:00 / 00:15:23

2024 Episode 79 – Don’t underestimate the time necessary for contract data and document cleanup. What items are frequently overlooked when looking at contract data? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they share a few suggested approaches to help you not underestimate contract data and document cleanup. Each episode contains important information
gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

Episode length 00:15:23

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9 months

Why Capture Current Contract Processes – E78

What Counts?

Why Capture Current Contract Processes - E78

00:00 / 00:12:17

Do you think process mapping is just a bunch of consulting buzz words? Learn how important it is to capture current contract processes before you implement software. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss where to start in order to capture current contract processes. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

Episode length 00:12:17

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9 months

Contract Lifecycle Management Functionality – E77

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Contract Lifecycle Management Functionality - E77

00:00 / 00:19:43

2024 Episode 77 – How to understand Contract Lifecycle Management functionality to apply it to your organization’s needs. What are some of the unique things about CLM functionality that you should know to aid in the setup of new processes for your organization. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss contract lifecycle management functionality. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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10 months

Implementing Software – Read This! – E76

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Implementing Software - Read This! - E76

00:00 / 00:16:14

2024 Episode 76 – Implementing software at your organization? This episode is a great guide to all the elements necessary to make implementing software or any program a success. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss the TrailBlazer Information Design Framework. Each episode contains important information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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10 months

Contract Management – E75

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Contract Management - E75

00:00 / 00:16:01

What is contract management? Why is it sometimes called contract lifecycle management? Why should you be concerned? Do contracts really rule the world? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they introduce contract management and explain what contract lifecycle management means for your business. Each episode contains important
information gained through our experience working with companies across various industries and we talk about how you can apply this experience to your company.

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11 months

Lessons Learned – E74

What Counts?

Lessons Learned - E74

00:00 / 00:14:31

You figured out whether to do a pilot project or a proof of concept, now document your lessons learned. How many hypotheses are too many to test for with a pilot project? What do you do with the lessons learned that you collected? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they give real life examples to help document and follow up on lessons learned. Each episode contains important information to help guide businesspeople with project implementation.

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11 months

Pilot Project vs Proof Of Concept – E73

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Pilot Project vs Proof Of Concept - E73

00:00 / 00:14:48

2024 Episode 73 – What’s the difference between a pilot project vs proof of concept? Can one be more technical in natural than the other? Is a pilot project all about people and process? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they give real life examples to help explain the
difference between a pilot project vs proof of concept.

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12 months

Changes, What Changes? E72

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Changes, What Changes? E72

00:00 / 00:09:24

Changes, what changes? What do you do after you tested your organization for implementation readiness? Be prepared, remain flexible, and make sure your change management person is ready.