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Don’t Underestimate Contract Data and Document Cleanup – E79

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Don't Underestimate Contract Data and Document Cleanup - E79
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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

Why Capture Current Contract Processes – E78

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Why Capture Current Contract Processes - E78
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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

Contract Lifecycle Management Functionality – E77

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Contract Lifecycle Management Functionality - E77
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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.

Implementing Software – Read This! – E76

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Implementing Software - Read This! - E76
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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.

Contract Management – E75

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Contract Management - E75
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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.

Lessons Learned – E74

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Lessons Learned - E74
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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.

Pilot Project vs Proof Of Concept – E73

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Pilot Project vs Proof Of Concept - E73
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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.

Changes, What Changes? E72

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Changes, What Changes? E72
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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.

Organizational Readiness E71

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Organizational Readiness E71
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After setting up your project success factors it’s time to assess the readiness of your people, processes, and technology.

Project Success Factors – E70

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Project Success Factors - E70
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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.

Key Team Members Make Information Governance Change Happen! – E69

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Key Team Members Make Information Governance Change Happen! - E69
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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.

Assessment Questions – E68

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Assessment Questions - E68
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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.

Republishing Data and Information Management Challenges – E67

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Republishing Data and Information Management Challenges - E67
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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.

From Records Management to Information Governance – E66

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From Records Management to Information Governance - E66
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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.

Asset Data Management Summary – E65

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Asset Data Management Summary - E65
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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.

Depreciation and Taxes for Physical Assets – E64

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Depreciation and Taxes for Physical Assets - E64
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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.

Inventory Management – E63

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Inventory Management - E63
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Linking parts and inventory management to your asset information management activities.

Revenue Generating Assets – E62

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Revenue Generating Assets - E62
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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.

Finding Your Assets: Asset Definitions And Location Hierarchies – E61

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Finding Your Assets: Asset Definitions And Location Hierarchies - E61
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Real-life examples of how detailed design documents may not help in finding your assets without asset definitions and naming conventions.

Follow The Yellow Brick Road Of Data – E60

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Follow The Yellow Brick Road Of Data - E60
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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.

Building Practical Asset IDs – E59

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Building Practical Asset IDs - E59
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Deciding on practical asset IDs does not have to be difficult and should not include building meaning into a long string of characters.

Deciding on Practical Definitions for Assets – E58

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Deciding on Practical Definitions for Assets - E58
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Deciding on practical definitions for your infrastructure assets. What key factors can you use to help define these assets?

Define What Constitutes An Asset

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Define What Constitutes An Asset
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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.

Introduction to Asset Data Management

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Introduction to Asset Data Management
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An introduction to asset data management for physical infrastructure assets.

Business Process Map vs Records Process Map

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

Identify Data For a Spinoff or Divestiture

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Identify Data For a Spinoff or Divestiture
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What information governance professionals can do to help their organization ensure the correct data gets delivered to the new organization.

Merger – Now What?

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

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

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The Information Governance Professional's Ultimate Guide to Mergers & Acquisitions
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How can an IG professional help prepare their organization to handle an M&A event and better position themselves in the process?

Is an ECM Solution Right for Email Management?

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Is an ECM Solution Right for Email Management?
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Would an ECM solution be the right fit for your organization to use to manage email?

Steps to Email Management

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Steps to Email Management
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Steps to email management.

The Importance Of Email Management

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The Importance Of Email Management
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The Importance of Email Management

Spreadsheets: Do They Mask More Serious IG Issues?

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Spreadsheets: Do They Mask More Serious IG Issues?
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2023 Episode 48 – Who knows what lurks behind the use of spreadsheets in your organization? Could spreadsheets be masking…

The Secret To Process Improvement

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The Secret To Process Improvement
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Best kept secret to implementing process improvement

Top 5 Information Governance Challenges

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Top 5 Information Governance Challenges
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Top 5 IG Challenges

Why Your Organization Needs An Electronic Communications Policy

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Why Your Organization Needs An Electronic Communications Policy
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Does your organization struggle with whether or not to capture chats, text messages, or to record conference calls?

Records Retention Schedule Implementation

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

Policy Rollout Best Practices

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

The Importance of Connecting Information Classification with Records Retention

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The Importance of Connecting Information Classification with Records Retention
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2022 Episode 42 – Connecting information classification with your organization’s records retention schedule can help protect high risk records. Selecting…

How to Create a Practical Records Retention Schedule

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How to Create a Practical Records Retention Schedule
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2022 Episode 41 – Creating a practical records retention schedule for your organization to implement should not be a complicated…

Practical Policy Implementation

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

How Has Policy Development Evolved?

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

The Importance of Asset Data Management – Part 2

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The Importance of Asset Data Management - Part 2
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2022 Episode 38 – Tracking asset data is essential for making informed decisions. Does your company keep asset data in…

The Importance of Asset Data Management – Part 1

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The Importance of Asset Data Management - Part 1
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2022 Episode 37 – Do you have a document management problem or an asset data management problem? If your organization…

The Importance of Using Your Project Champions Correctly

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The Importance of Using Your Project Champions Correctly
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2022 Episode 36 – Your project champions are one of the most vital components to successful implementation of an information…

Three Key Steps to Achieving Organizational Change

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Three Key Steps to Achieving Organizational Change
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2022 Episode 35 – This episode points out three key steps to achieving organizational change and using your champion network…

Donna V.: Steps to Take to Achieve Successful Training

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Donna V.: Steps to Take to Achieve Successful Training
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2022 Episode 34 – Using training to implement change management seems logical. What type of training best fits your organization’s…

Using Your Project Plan As A Communication Tool

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Using Your Project Plan As A Communication Tool
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2022 Episode 33 – This is our fourth episode in a series on using change management to help improve your…

Creative Change Management

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

Change Management – A Tool In Your Toolbox

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Change Management - A Tool In Your Toolbox
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2022 Episode 31 – This is our second episode in a series on using change management to help move your…

Change Management – Linking Assessment Questions

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Change Management - Linking Assessment Questions
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2022 Episode 30 – This is the first episode in a series on change management approaches we have used to…

Monitoring Project Progress

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

Knowledge Transfer Process

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

Risk Management – A Key Project Management Tool

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Risk Management - A Key Project Management Tool
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2022 Episode 27 – Taking a risk management approach to project planning. Thinking through large-scale risks and assigning cost to…

Key Resources To Have On Your IG Team

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Key Resources To Have On Your IG Team
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2022 Episode 26 – Internal and external key resources to have on your team to get your information governance (IG)…

Building a Project Plan For Information Governance Projects

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Building a Project Plan For Information Governance Projects
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2022 Episode 25 – In this episode, we discuss developing a detailed project plan for implementing your information governance projects….

Business Case Development For Information Governance Initiatives

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Business Case Development For Information Governance Initiatives
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2022 Episode 24 – In this episode, we discuss business case development for moving your information governance initiatives forward through…

Free Interview Questions For Gathering Information Governance Data

Want a copy of TrailBlazer’s new PDF “Data Gathering Interview Questions”? Just enter your name and email address for free…

Projects Resulting From Your Information Governance Roadmap

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Projects Resulting From Your Information Governance Roadmap
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2022 Episode 23 – In this episode, we talk about our approach to information governance projects resulting from your information…

Restructuring Information Governance Initiatives Into Multi-Year Phases

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Restructuring Information Governance Initiatives Into Multi-Year Phases
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2022 – In this episode, we break down information governance initiatives into phases to strategically span multiple years and show…

Developing an Information Governance Roadmap

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Developing an Information Governance Roadmap
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2022 – We work with organizations to develop an information governance roadmap to illustrate, at a high-level, how they can…

Performing a Visioning Discussion

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Performing a Visioning Discussion
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2022 – How to use a visioning discussion to determine your information governance program’s near, mid, and long-term goals. Listen…

Where do you file your records?

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Where do you file your records?
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Business process redesign may be in store for organizations storing records in 3rd Party repositories, SharePoint sites, file shares, or…

Look Out For These Specific Workaround Risks

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Look Out For These Specific Workaround Risks
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Workarounds and manual processes can lead to serious risk for your organization. Two specific risks are discussed in detail in…

Top Information Governance Risks and Solution Selection

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Top Information Governance Risks and Solution Selection
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Information governance risks and solution selection – not a trivial task. Reviewing the list of top risks found after performing…

Enterprise Information Map (EIM) Part 3 of 3

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

Enterprise Information Map (EIM) Part 2 of 3

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

Enterprise Information Map (EIM) Part 1 of 3

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Enterprise Information Map (EIM) Part 1 of 3
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This three part series pertains to a valuable tool called an Enterprise Information Map (EIM). An Enterprise Information Map provides…

Three Approaches for Prioritizing Information Governance Challenges

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Three Approaches for Prioritizing Information Governance Challenges
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How do you decide which information governance challenge to tackle first within your organization? In today’s episode, you will learn…

TrailBlazer’s Framework Facilitates Information Governance Program Implementation

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TrailBlazer's Framework Facilitates Information Governance Program Implementation
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TrailBlazer’s framework facilitates regulatory compliance and addresses critical aspects of an information governance program. Our framework takes into consideration various…

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

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

Capitalizing on Recordkeeping Strengths Found In Your Organization

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Capitalizing on Recordkeeping Strengths Found In Your Organization
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You may find recordkeeping strengths during your data and information management assessment that are worth capitalizing on to use within…

Data and Information Governance Risks

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

Data and Information Management Workarounds and Shadow Repositories

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Data and Information Management Workarounds and Shadow Repositories
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Can workarounds and shadow repositories be putting your organization’s data and information at risk? Do your employees fill gaps in…

Surprise! Data and Information Assessment Findings

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Surprise! Data and Information Assessment Findings
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You may have a surprise finding from your data and information assessment interviews that cause you to be non-compliant with…

Scheduling Strategies for Interviews

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

Interviewees: Data & Information Assessment

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Interviewees: Data & Information Assessment
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