external Archives - TrailBlazer Consulting, LLC

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1 week

System Testing and Go/No-Go Decision – E80

What Counts?

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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3 weeks

Don’t Underestimate Contract Data and Document Cleanup – E79

What Counts?

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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1 month

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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2 months

Contract Lifecycle Management Functionality – E77

What Counts?

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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2 months

Implementing Software – Read This! – E76

What Counts?

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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3 months

Contract Management – E75

What Counts?

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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3 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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4 months

Pilot Project vs Proof Of Concept – E73

What Counts?

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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4 months

Changes, What Changes? E72

What Counts?

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.

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5 months

Organizational Readiness E71

What Counts?

Organizational Readiness E71

00:00 / 00:12:09

After setting up your project success factors it’s time to assess the readiness of your people, processes, and technology.

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5 months

Project Success Factors – E70

What Counts?

Project Success Factors - E70

00:00 / 00:12:01

Just assess the impact on people, process, and technology. That’s easier said than done. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they give real life examples to help better understand people, process, and technology for more effective project implementation.

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5 months

Key Team Members Make Information Governance Change Happen! – E69

What Counts?

Key Team Members Make Information Governance Change Happen! - E69

00:00 / 00:18:43

Do you struggle to understand why your information governance project is not gaining the traction you expected? Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss best practices developed over the past 10 years for engaging key team members in your organization for keeping your project on track. Each episode contains important information to help information governance professionals make an even greater impact at their organizations.

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6 months

Assessment Questions – E68

What Counts?

Assessment Questions - E68

00:00 / 00:19:52

This episode is great for individuals who want to explore the root cause of information governance issues at their organization and find out how information is flowing across the organization.

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6 months

Republishing Data and Information Management Challenges – E67

What Counts?

Republishing Data and Information Management Challenges - E67

00:00 / 00:21:01

I’m sure at one point or another you were looking for a file, report, or email and said “I can’t find what I want when I need it”. If this is you, then listening to this episode may give you some practical insight into the root of your problem, and help get organized and increase efficiency.

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7 months

From Records Management to Information Governance – E66

What Counts?

From Records Management to Information Governance - E66

00:00 / 00:13:25

Information governance is helping companies actively use their information to make better business decisions and contributing to overall cost savings. Information governance transitioned from an administrative cost to value and capital investment.

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7 months

Asset Data Management Summary – E65

What Counts?

Asset Data Management Summary - E65

00:00 / 00:14:50

This summary will review the steps necessary for creating an asset data management program that links to your asset management strategy and your company’s overall business strategy.

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8 months

Depreciation and Taxes for Physical Assets – E64

What Counts?

Depreciation and Taxes for Physical Assets - E64

00:00 / 00:08:46

Learn the importance of having a strong asset data structure and asset information model to create the links between how the finance, engineering, capital development or construction teams can plan for the financial impact of your assets.

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8 months

Inventory Management – E63

What Counts?

Inventory Management - E63

00:00 / 00:10:03

Linking parts and inventory management to your asset information management activities.

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9 months

Revenue Generating Assets – E62

What Counts?

Revenue Generating Assets - E62

00:00 / 00:12:01

Knowing how many contracts are depending on an asset in your company fully functioning at optimal capacity will help focus maintenance. Join Information Governance Consultants, Maura Dunn and Lee Karas, as they discuss a plan for having revenue generating assets.

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9 months

Finding Your Assets: Asset Definitions And Location Hierarchies – E61

What Counts?

Finding Your Assets: Asset Definitions And Location Hierarchies - E61

00:00 / 00:12:38

Real-life examples of how detailed design documents may not help in finding your assets without asset definitions and naming conventions.

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10 months

Follow The Yellow Brick Road Of Data – E60

What Counts?

Follow The Yellow Brick Road Of Data - E60

00:00 / 00:18:29

The challenge is to trace the important data that meets your asset definitions and get it into your systems so that your information is up to date.

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10 months

Building Practical Asset IDs – E59

What Counts?

Building Practical Asset IDs - E59

00:00 / 00:14:22

Deciding on practical asset IDs does not have to be difficult and should not include building meaning into a long string of characters.

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11 months

Deciding on Practical Definitions for Assets – E58

What Counts?

Deciding on Practical Definitions for Assets - E58

00:00 / 00:14:08

Deciding on practical definitions for your infrastructure assets. What key factors can you use to help define these assets?

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11 months

Define What Constitutes An Asset

What Counts?

Define What Constitutes An Asset

00:00 / 00:15:42

Why is it important for your whole company to have the same understanding on what are its physical assets? You’ll be surprised by the answers you get when you ask different parts of your organization to define what constitutes an asset.

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12 months

Introduction to Asset Data Management

What Counts?

Introduction to Asset Data Management

00:00 / 00:14:07

An introduction to asset data management for physical infrastructure assets.

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12 months

Business Process Map vs Records Process Map

What Counts?

Business Process Map vs Records Process Map

00:00 / 00:16:51

Records Process Maps are an excellent way to help uncover and reduce the number of silos within an organization.

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1 year

Identify Data For a Spinoff or Divestiture

What Counts?

Identify Data For a Spinoff or Divestiture

00:00 / 00:15:06

What information governance professionals can do to help their organization ensure the correct data gets delivered to the new organization.

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1 year

Merger – Now What?

What Counts?

Merger - Now What?

00:00 / 00:17:07

A merger is a great opportunity for an information governance professional to help their organization get through all the data challenges.

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1 year

The Information Governance Professional’s Ultimate Guide to Mergers & Acquisitions

What Counts?

The Information Governance Professional's Ultimate Guide to Mergers & Acquisitions

00:00 / 00:16:16

How can an IG professional help prepare their organization to handle an M&A event and better position themselves in the process?

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1 year

Is an ECM Solution Right for Email Management?

What Counts?

Is an ECM Solution Right for Email Management?

00:00 / 00:11:08

Would an ECM solution be the right fit for your organization to use to manage email?

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1 year

Steps to Email Management

What Counts?

Steps to Email Management

00:00 / 00:12:40

Steps to email management.

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1 year

The Importance Of Email Management

What Counts?

The Importance Of Email Management

00:00 / 00:11:48

The Importance of Email Management

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1 year

Spreadsheets: Do They Mask More Serious IG Issues?

What Counts?

Spreadsheets: Do They Mask More Serious IG Issues?

00:00 / 00:13:37

2023 Episode 48 – Who knows what lurks behind the use of spreadsheets in your organization? Could spreadsheets be masking…

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1 year

The Secret To Process Improvement

What Counts?

The Secret To Process Improvement

00:00 / 00:14:06

Best kept secret to implementing process improvement

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1 year

Top 5 Information Governance Challenges

What Counts?

Top 5 Information Governance Challenges

00:00 / 00:16:41

Top 5 IG Challenges

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1 year

Why Your Organization Needs An Electronic Communications Policy

What Counts?

Why Your Organization Needs An Electronic Communications Policy

00:00 / 00:16:58

Does your organization struggle with whether or not to capture chats, text messages, or to record conference calls?

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1 year

Records Retention Schedule Implementation

What Counts?

Records Retention Schedule Implementation

00:00 / 00:16:44

Do you struggle to have your Records Retention Schedule gain utilization across your organization?

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1 year

Policy Rollout Best Practices

What Counts?

Policy Rollout Best Practices

00:00 / 00:13:36

Each episode contains powerful information to help improve the visibility of your information governance program and increase its effectiveness across your organization.

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1 year

The Importance of Connecting Information Classification with Records Retention

What Counts?

The Importance of Connecting Information Classification with Records Retention

00:00 / 00:16:19

2022 Episode 42 – Connecting information classification with your organization’s records retention schedule can help protect high risk records. Selecting…

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2 years

How to Create a Practical Records Retention Schedule

What Counts?

How to Create a Practical Records Retention Schedule

00:00 / 00:18:54

2022 Episode 41 – Creating a practical records retention schedule for your organization to implement should not be a complicated…

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2 years

Practical Policy Implementation

What Counts?

Practical Policy Implementation

00:00 / 00:15:48

2022 Episode 40 – Policy implementation is made easier when policies contain the “what needs to happen” and procedures contain…

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2 years

How Has Policy Development Evolved?

What Counts?

How Has Policy Development Evolved?

00:00 / 00:22:23

2022 Episode 39 – Policy development has evolved over time. There are some do’s and don’ts in this episode that…

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2 years

The Importance of Asset Data Management – Part 2

What Counts?

The Importance of Asset Data Management - Part 2

00:00 / 00:19:58

2022 Episode 38 – Tracking asset data is essential for making informed decisions. Does your company keep asset data in…

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2 years

The Importance of Asset Data Management – Part 1

What Counts?

The Importance of Asset Data Management - Part 1

00:00 / 00:21:28

2022 Episode 37 – Do you have a document management problem or an asset data management problem? If your organization…

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2 years

The Importance of Using Your Project Champions Correctly

What Counts?

The Importance of Using Your Project Champions Correctly

00:00 / 00:15:20

2022 Episode 36 – Your project champions are one of the most vital components to successful implementation of an information…

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2 years

Three Key Steps to Achieving Organizational Change

What Counts?

Three Key Steps to Achieving Organizational Change

00:00 / 00:11:02

2022 Episode 35 – This episode points out three key steps to achieving organizational change and using your champion network…

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2 years

Donna V.: Steps to Take to Achieve Successful Training

What Counts?

Donna V.: Steps to Take to Achieve Successful Training

00:00 / 00:17:28

2022 Episode 34 – Using training to implement change management seems logical. What type of training best fits your organization’s…

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2 years

Using Your Project Plan As A Communication Tool

What Counts?

Using Your Project Plan As A Communication Tool

00:00 / 00:14:44

2022 Episode 33 – This is our fourth episode in a series on using change management to help improve your…

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2 years

Creative Change Management

What Counts?

Creative Change Management

00:00 / 00:16:48

2022 Episode 32 – This is our third episode in a series on using change management to help move your…

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2 years

Change Management – A Tool In Your Toolbox

What Counts?

Change Management - A Tool In Your Toolbox

00:00 / 00:12:46

2022 Episode 31 – This is our second episode in a series on using change management to help move your…

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2 years

Change Management – Linking Assessment Questions

What Counts?

Change Management - Linking Assessment Questions

00:00 / 00:13:46

2022 Episode 30 – This is the first episode in a series on change management approaches we have used to…

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2 years

Monitoring Project Progress

What Counts?

Monitoring Project Progress

00:00 / 00:16:51

2022 Episode 29 – Monitoring progress, showing immediate impact, and keeping stakeholders engaged is an important part of project status…

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2 years

Knowledge Transfer Process

What Counts?

Knowledge Transfer Process

00:00 / 00:15:52

2022 Episode 28 – Hey, who was that person that worked on the customization of XYZ software? Who was the…

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2 years

Risk Management – A Key Project Management Tool

What Counts?

Risk Management - A Key Project Management Tool

00:00 / 00:14:15

2022 Episode 27 – Taking a risk management approach to project planning. Thinking through large-scale risks and assigning cost to…

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2 years

Key Resources To Have On Your IG Team

What Counts?

Key Resources To Have On Your IG Team

00:00 / 00:14:50

2022 Episode 26 – Internal and external key resources to have on your team to get your information governance (IG)…

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2 years

Building a Project Plan For Information Governance Projects

What Counts?

Building a Project Plan For Information Governance Projects

00:00 / 00:15:20

2022 Episode 25 – In this episode, we discuss developing a detailed project plan for implementing your information governance projects….

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2 years

Business Case Development For Information Governance Initiatives

What Counts?

Business Case Development For Information Governance Initiatives

00:00 / 00:13:30

2022 Episode 24 – In this episode, we discuss business case development for moving your information governance initiatives forward through…

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2 years

00:00 / 00:18:52

Workarounds and manual processes can lead to serious risk for your organization. Two specific risks are discussed in detail in…

admin

2 years

Enterprise Information Map (EIM) Part 3 of 3

What Counts?

Enterprise Information Map (EIM) Part 3 of 3

00:00 / 00:14:09

This is the final part of this three (3) part series that pertains to a valuable tool called an Enterprise…

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2 years

Enterprise Information Map (EIM) Part 2 of 3

What Counts?

Enterprise Information Map (EIM) Part 2 of 3

00:00 / 00:15:36

This is part two (2) of a three (3) part series that pertains to a valuable tool called an Enterprise…

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2 years

Enterprise Information Map (EIM) Part 1 of 3

What Counts?

Enterprise Information Map (EIM) Part 1 of 3

00:00 / 00:12:30

This three part series pertains to a valuable tool called an Enterprise Information Map (EIM). An Enterprise Information Map provides…

admin

3 years

Three Approaches for Prioritizing Information Governance Challenges

What Counts?

Three Approaches for Prioritizing Information Governance Challenges

00:00 / 00:11:47

How do you decide which information governance challenge to tackle first within your organization? In today’s episode, you will learn…

admin

3 years

TrailBlazer’s Framework Facilitates Information Governance Program Implementation

What Counts?

TrailBlazer's Framework Facilitates Information Governance Program Implementation

00:00 / 00:15:20

TrailBlazer’s framework facilitates regulatory compliance and addresses critical aspects of an information governance program. Our framework takes into consideration various…

admin

3 years

The Importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for an Information Governance Program

What Counts?

The Importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for an Information Governance Program

00:00 / 00:17:55

In this episode, we discuss the importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for driving an organization’s Information…

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3 years

Capitalizing on Recordkeeping Strengths Found In Your Organization

What Counts?

Capitalizing on Recordkeeping Strengths Found In Your Organization

00:00 / 00:13:16

You may find recordkeeping strengths during your data and information management assessment that are worth capitalizing on to use within…

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3 years

Data and Information Governance Risks

What Counts?

Data and Information Governance Risks

00:00 / 00:15:15

Finding unexpected data and information governance risks. It is very possible that you may discover unexpected data and information governance…

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3 years

Data and Information Management Workarounds and Shadow Repositories

What Counts?

Data and Information Management Workarounds and Shadow Repositories

00:00 / 00:14:41

Can workarounds and shadow repositories be putting your organization’s data and information at risk? Do your employees fill gaps in…

admin

3 years

Surprise! Data and Information Assessment Findings

What Counts?

Surprise! Data and Information Assessment Findings

00:00 / 00:16:20

You may have a surprise finding from your data and information assessment interviews that cause you to be non-compliant with…

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3 years

Scheduling Strategies for Interviews

What Counts?

Scheduling Strategies for Interviews

00:00 / 00:14:02

Scheduling strategies for data and information management assessment interviews. Easy process, right? Actually, it’s not as simple as one would…

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3 years

Interviewees: Data & Information Assessment

What Counts?

Interviewees: Data & Information Assessment

00:00 / 00:12:29

Selecting the right interviewees for your data and information recordkeeping assessment is a critical component to understanding the flow of…

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3 years

Data and Information Assessment Background Collection Process

What Counts?

Data and Information Assessment Background Collection Process

00:00 / 00:15:06

If you are planning on performing a data and information management assessment within your organization, consider listening to the information…

admin

3 years

Developing Information and Data Management Assessment Questions

What Counts?

Developing Information and Data Management Assessment Questions

00:00 / 00:21:35

In this episode, consultants from TrailBlazer Consulting, LLC, Maura Dunn and Lee Karas talk about how to best structure your…

admin

3 years

Developing Information and Data Management Assessment Goals and Scope

What Counts?

Developing Information and Data Management Assessment Goals and Scope

00:00 / 00:14:25

When it comes to analyzing your organization’s information and data management environment, it is important to establish the appropriate goals and scope for an assessment.

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3 years

Data and Information Management Challenges

What Counts?

Data and Information Management Challenges

00:00 / 00:20:08

Is it a challenge to find something in your co-worker’s office or on their computer?

Lee Karas

4 years

Shared Asset Hierarchy – Information Identification

The key to solving asset identification is to group all the departmental or functional asset labels into a shared asset…

Lee Karas

4 years

Asset Information Management Challenges

Large volume of legacy asset data, usually stored in multiple systems and repositories across the organization. Address the quality, consistency, accuracy, and integrity of the legacy asset data.

Lee Karas

4 years

Asset Information Challenges

Assets (as defined in an earlier blog post) follow a life-cycle – from design and construction, through maintenance and operation,…

Maura Dunn

4 years

Data Everywhere

In our hyper-connected world, data blasts us every minute of the day – emails, notifications, invitations, advertisements, extracts, reports, documents,…

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System Testing and Go/No-Go Decision – E80

Don’t Underestimate Contract Data and Document Cleanup – E79

Why Capture Current Contract Processes – E78

Contract Lifecycle Management Functionality – E77

Implementing Software – Read This! – E76

Contract Management – E75

Lessons Learned – E74

Pilot Project vs Proof Of Concept – E73

Changes, What Changes? E72

Organizational Readiness E71

Project Success Factors – E70

Key Team Members Make Information Governance Change Happen! – E69

Assessment Questions – E68

Republishing Data and Information Management Challenges – E67

From Records Management to Information Governance – E66

Asset Data Management Summary – E65

Depreciation and Taxes for Physical Assets – E64

Inventory Management – E63

Revenue Generating Assets – E62

Finding Your Assets: Asset Definitions And Location Hierarchies – E61

Follow The Yellow Brick Road Of Data – E60

Building Practical Asset IDs – E59

Deciding on Practical Definitions for Assets – E58

Define What Constitutes An Asset

Introduction to Asset Data Management

Business Process Map vs Records Process Map

Identify Data For a Spinoff or Divestiture

Merger – Now What?

The Information Governance Professional’s Ultimate Guide to Mergers & Acquisitions

Is an ECM Solution Right for Email Management?

Steps to Email Management

The Importance Of Email Management

Spreadsheets: Do They Mask More Serious IG Issues?

The Secret To Process Improvement

Top 5 Information Governance Challenges

Why Your Organization Needs An Electronic Communications Policy

Records Retention Schedule Implementation

Policy Rollout Best Practices

The Importance of Connecting Information Classification with Records Retention

How to Create a Practical Records Retention Schedule

Practical Policy Implementation

How Has Policy Development Evolved?

The Importance of Asset Data Management – Part 2

The Importance of Asset Data Management – Part 1

The Importance of Using Your Project Champions Correctly

Three Key Steps to Achieving Organizational Change

Donna V.: Steps to Take to Achieve Successful Training

Using Your Project Plan As A Communication Tool

Creative Change Management

Change Management – A Tool In Your Toolbox

Change Management – Linking Assessment Questions

Monitoring Project Progress

Knowledge Transfer Process

Risk Management – A Key Project Management Tool

Key Resources To Have On Your IG Team

Building a Project Plan For Information Governance Projects

Business Case Development For Information Governance Initiatives

Free Interview Questions For Gathering Information Governance Data

Projects Resulting From Your Information Governance Roadmap

Restructuring Information Governance Initiatives Into Multi-Year Phases

Developing an Information Governance Roadmap

Performing a Visioning Discussion

Where do you file your records?

Look Out For These Specific Workaround Risks

Top Information Governance Risks and Solution Selection

Enterprise Information Map (EIM) Part 3 of 3

Enterprise Information Map (EIM) Part 2 of 3

Enterprise Information Map (EIM) Part 1 of 3

Three Approaches for Prioritizing Information Governance Challenges

TrailBlazer’s Framework Facilitates Information Governance Program Implementation

The Importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for an Information Governance Program

Capitalizing on Recordkeeping Strengths Found In Your Organization

Data and Information Governance Risks

Data and Information Management Workarounds and Shadow Repositories

Surprise! Data and Information Assessment Findings

Scheduling Strategies for Interviews

Interviewees: Data & Information Assessment

Data and Information Assessment Background Collection Process

Developing Information and Data Management Assessment Questions