external Archives - TrailBlazer Consulting, LLC

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2 days

Counterparty Data Reconciliation at Scale: A 350,000-Record Case Study – E133

Most counterparty data reconciliation projects fail at the same assumption: that one identifier — usually a tax ID — can resolve who you’re actually doing business with. In Episode 133 of What Counts, Maura Dunn walks through a real two-year project to reconcile 350,000 counterparty records across eight systems at a company built through acquisition: four contract management platforms, one ERP carrying both customer and supplier masters, and three trading systems, each with its own naming conventions, character limits, and overflow fields. She unpacks the 18 months of unproductive matching that came first, the rule-precedence approach that finally worked once Snowflake and Elasticsearch replaced the spreadsheet attempts, and the 10-to-1 collapse from 350K records down to 35K true entities. She also makes the case for where AI fits this kind of work today — and the one thing it still can’t do unless you put deep institutional knowledge into the prompt. If you want to see what’s hiding in your own shared drives right now, search TrailBlazer Insight in the Microsoft Store — it scans locally for PII, HIPAA, PCI, and other compliance risks with no cloud upload and no IT ticket required.

This episode picks up where Episode 132: Data Reconciliation Before AI left off — Maura delivers the full case study we teased last time.

Topics covered in this episode include post-acquisition contract data cleanup, duplicate counterparty detection across multiple CLM platforms, rule-based data matching at scale using Snowflake and Elasticsearch, and the role of AI in contract data reconciliation when source systems lack consistent identifiers.

Episode length: 00:21:01

0:00 – Pre-roll: TrailBlazer Insight — local compliance scanning for PII, HIPAA, and PCI

0:20 – Show intro

0:47 – Setting up the case study: 350,000 records across 8 systems

1:52 – How growth through acquisition created 7 (then 8) active counterparty sources

3:55 – Why the same legal entity can appear differently in every system

6:22 – The small business analogy: 4 addresses in 13 years

8:09 – The first 18 months: why tax ID matching failed at scale

10:48 – Name matching, character limits, overflow fields, and legacy system formatting

12:41 – Spreadsheet-by-spreadsheet spinning wheels

13:25 – The breakthrough: contract type bucketing + multi-variable matching

15:08 – Moving to Snowflake and Elasticsearch for rule-precedence matching

16:14 – Where AI could accelerate this today — and what it still needs from you

17:41 – The result: 350K records collapsed to 35K true entities

18:13 – What came out of all that work

19:49 – Teaser: next episode covers how to prevent this from happening again

What Counts is produced by TrailBlazer Consulting, LLC and hosted by Lee Karas and Maura Dunn. Learn more at trailblazer.us.com or email us at info@trailblazer.us.com. Explore compliance-ready training at the TrailBlazer Learning Academy. Read more from Maura at mauradunn.substack.com. Music by Jason Blake. Full disclaimer.

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4 weeks

How to Build the Right Interview List for an Information Management Assessment

Mar 31, 2026 Start With Leadership, Then Build Outward Selecting the right people to interview is one of the most…

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4 weeks

Your Data Is Messy – Can AI Actually Handle It? – E131

Episode 131 – Data governance and AI readiness go hand in hand — and most organizations aren’t as ready as they think. In this episode, Maura and Lee take a hard look at what an AI-powered customer support escalation workflow actually requires to function. Spoiler: it’s not just a smart model. It’s clean, connected, versioned data — customer records, contract terms, and executed agreement instances all properly linked. Using a real-world cable company scenario, they unpack how disconnected systems, outdated identifiers, and missing metadata cause AI to hallucinate answers instead of finding them. The episode closes with an introduction to data objects and metadata mapping — and a preview of the counterparty reconciliation work that has to happen before AI can deliver on its promises.

Episode length: 00:19:21

Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

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2 months

Solving the Growth-Governance Tension: How to Accelerate Without Losing Control – E129

In this episode of What Counts, Lee and Maura move beyond diagnosing the tension between growth and governance and dive into what real solutions look like. From the “records police” stereotype to the engineering metaphor of an ungoverned engine ready to blow, they unpack why organizations struggle to balance speed with safety—and how cross‑functional coalitions can change everything. Through stories about generators, pencils, rogue sales promises, and the realities of legal, IT, compliance, and business teams working in silos, they reveal how governance becomes a true accelerator when everyone solves the problem together instead of alone.

Episode length: 00:13:12

To find out more about TrailBlazer Consulting, LLC, please visit our website at www.TrailBlazer.us.com.

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2 months

Growth vs Governance: The Tension Every Leader Feels – E128

Episode 128 – In this episode of What Counts, Lee and Maura dive into one of the most universal challenges leaders face: balancing the urgency of growth with the discipline of governance. From chasing new markets to managing real‑world information chaos—yes, even inside an information governance firm—they unpack why governance always feels like something you’ll “get to later,” and why “later” is exactly when the problems show up. Through candid stories and practical examples, they reveal how founders, operators, and executives can build sustainable growth without sacrificing control.

Episode length: 00:14:26

Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

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3 months

Why You Can’t Find Anything — And How to Finally Fix It

Why does it feel like finding information at work is harder than ever?

Because most organizations have grown organically, not intentionally. Over time, documents scatter across email, shared drives, personal folders, cloud tools, and legacy systems. When you need something urgently — a business case, an audit file, a contract — you’re stuck digging through digital clutter.

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3 months

When Workflow Fails: How Misaligned Policies Break Processes and Create Hidden Risk – E127

Episode 127 – This episode of What Counts unpacks a problem every organization faces but few diagnose correctly: workflows fail when they don’t reflect the reality of how work actually gets done. Through real‑world examples—from delegated invoice approvals to storage and construction contracts—we explore how policy changes, unclear roles, and poorly analyzed workflows create bottlenecks, late payments, workarounds, and operational risk. The conversation highlights why modern workflow design must be grounded in process analysis, role clarity, and meaningful controls that support—not obstruct—the accomplishment of work.

Episode length: 00:18:39

Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

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4 months

CLM Fundamentals: Why Readiness Matters More Than Software – E125

Episode 125 – Contract Lifecycle Management touches every corner of an organization—finance, legal, procurement, operations, compliance, and the business itself. But despite the promise of modern CLM platforms, most implementations fail for one simple reason: the organization wasn’t ready for the software. In this episode of What Counts, Lee and Maura revisit a conversation recorded in early 2024, long before TrailBlazer Learning Academy and its governance accelerator templates were publicly available. With the Academy now live and widely adopted, the discussion is more relevant than ever. They explore why readiness, alignment, and governance‑ready templates are the true drivers of CLM success, and how TrailBlazer’s tools help organizations build clarity and confidence long before implementation begins.

Episode Length: 00:25:32

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4 months

Cut the Chaos. Use Templates Built for Real-World CLM.

January 5, 2026 Why Templates Matter In contract lifecycle management, clarity isn’t optional—it’s the foundation of operational maturity. Templates matter…

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4 months

Fact or Fiction: Governance Myths Part 2 – E124

Episode 124 – Fact or Fiction. Governance gets a bad rap—too rigid, too bureaucratic, too “records police.” But in reality, good Information Governance is one of the most powerful accelerators a business can have. In this episode, we bust the most persistent myths holding teams back, from the idea that governance stifles innovation to the belief that it’s only for heavily regulated industries. You’ll hear how one startup used IG to fast‑track SOC 2 compliance and close enterprise deals, why every business with customers or content needs governance, and how healthy skepticism—not fear—keeps IG and AI working together. TrailBlazers know: governance isn’t a roadblock. It’s the runway.

Episode Length: 00:12:34

Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

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5 months

Preparing for CLM – The Power of a Pre-Project Pause

Before diving into CLM implementation, TrailBlazer recommends a pre-project pause. This step helps leaders gain a holistic view of their company’s contract management needs.

Why pause? Because strategy starts with perspective. A CFO may see contracts through a financial lens, while operations leaders focus on workflows. The Pre-CLM Analysis and Stakeholder Questionnaire helps unify these perspectives, ensuring your CLM solution reflects the full scope of your business.

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5 months

TrailBlazer Learning Academy – Governance Expertise Meets Real-World Impact

For over 25 years, Maura and Lee, founders of TrailBlazer Consulting, LLC, have helped organizations manage information across industries-from retail and healthcare to energy and finance. Their hands-on consulting with Fortune 1000 companies inspired the launch of TrailBlazer Learning Academy, Inc.

TrailBlazer distills decades of expertise into accessible, strategic guidance. Our modules are designed to help organizations navigate the evolving landscape of enterprise data governance and regulatory accountability.

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5 months

Why Contract Lifecycle Management Matters

Contracts are the backbone of every business. They define obligations, protect relationships, and ensure compliance. Yet, many organizations still rely on manual processes-emails, paper files, and ad hoc approvals-that create risk and inefficiency.

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5 months

Fact or Fiction: Busting the Myths of Information Governance Part 1 – E123

Episode 123 – Fact or Fiction. Welcome to What Counts by TrailBlazer Consulting, the podcast where we cut through the noise and uncover what truly matters in information governance. In Episode 123, Lee and Maura tackle the most common myths using a “Fact or Fiction” format—debunking misconceptions like “IG is just records management” or “Governance is IT’s job.” From startups to enterprises, you’ll learn why governance isn’t a dusty binder but a growth enabler, a compliance accelerator, and a trust builder. If you’ve ever wondered what IG really is, this episode sets the record straight.

Episode Length: 00:18:39

Learn more by visiting our website, or by sending TrailBlazer an email at info@trailblazer.us.com.

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5 months

From Spark to Scale: Mastering the IP Lifecycle – E122

Episode 122: IP Lifecycle or Intellectual property isn’t just about filing a trademark or patent—it’s the full journey of your ideas, inventions, and creative assets. At TrailBlazer Consulting, we define the IP lifecycle as a living process: creation, documentation, protection, utilization, monitoring, and disposition. When managed strategically, IP becomes more than a legal checkbox—it transforms into a scalable asset that drives revenue, strengthens negotiations, and safeguards legacy. In this episode of What Counts, we break down why most companies get IP wrong, how to build governance-ready systems, and how to treat IP like equity—because it is.

Episode Length: 00:20:10

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6 months

Own What You Know: Turning Expertise Into IP – E121

Episode 121 – Every business starts with a purpose—but sustaining it requires more than passion. It demands clarity. In this episode, we unpack why documenting your know-how isn’t just smart—it’s strategic. Your intellectual capital is the blueprint of your value, the reason clients trust you, and the asset that makes your business scalable, sellable, and defensible. Whether you’re a founder, consultant, or executive, it’s time to capture what you do—and own it.

Episode Length: 00:13:02

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6 months

Business Records and Contracts: How Documentation Drives Growth, Compliance, and Strategy – E120

Episode 120 – In this episode, we explore how records and contracts aren’t just administrative necessities—they’re strategic assets that shape the trajectory of a business. From articles of incorporation and bylaws to board minutes and inter-entity agreements, these documents form the governance-grade foundation TrailBlazer Consulting champions. They offer more than a compliance snapshot—they reveal operational intent, strategic alignment, and the maturity of decision-making. While accounting records track financial flow, contracts often introduce performance thresholds, fee structures, and service expectations that can be leveraged to maximize value. A well-structured agreement doesn’t just define scope—it activates outcomes. And with the rise of AI, businesses now have the opportunity to analyze these documents at scale, surface trends, and identify logical connections—provided the human context is clearly defined first. At TrailBlazer, we view documentation as a lens into business integrity, scalability, and readiness for what’s next.

Episode Length: 00:17:14

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7 months

From Press to Pixel: The Evolution of Recorded Communication – E119

Episode 119 – From press to pixel. In this episode, we journey through the transformative history of recorded communication—from press to pixel. The invention of the printing press to the rise of typewriters and the proliferation of copiers. We examine how Gutenberg’s movable type democratized access to written knowledge, how typewriters standardized documentation across government and industry, and how copiers ushered in the age of mass duplication and desktop publishing. These innovations didn’t just change how records were created—they reshaped governance, education, and the very architecture of information. Whether you’re a compliance professional, historian, or tech enthusiast, this episode offers a compelling look at the tools that built our modern recordkeeping systems.

Episode Length: 00:20:18

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7 months

From Clay Tablets to Cloud: The Timeless Power of Records – E118

Discover how recordkeeping evolved from clay tablets to cloud-based systems. Lee and Maura explore the timeless principles of governance, transparency, and accountability that shape how we document and manage information today.

Episode length: 00:16:33

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8 months

Data That Drives You: How Small Businesses Can Protect, Classify, and Retain What Matters – E117

Episode 117 – In this episode, we unpack the hidden backbone of every business: data. From handwritten guest books to sophisticated CRMs, we explore the many forms customer and operational data can take—and why protecting it is non-negotiable. You’ll learn how to classify data by sensitivity, navigate privacy laws, and build retention schedules that meet legal and operational needs. Whether you’re managing supplier contracts, employee records, or financial documents, this 10-minute primer will help you understand what to keep, how long to keep it, and where to start. Plus, we share a free resource from TrailBlazer Learning Academy to help you build your own retention schedule with confidence.

Episode Length: 00:24:09

Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

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8 months

Operational Roots: Building Business Infrastructure That Powers Growth – E116

Episode 116 – In this episode of TrailBlazer, Maura and Lee dive into the essential components of business infrastructure setup—the behind-the-scenes systems that shape how your business communicates, operates, and scales. From branded office supplies that silently reinforce professionalism to hardware and software that streamline operations, every element plays a strategic role. Learn how to embed value positioning into your templates, choose tech that supports compliance and mobility, and create a digital presence that converts. Whether you’re launching or leveling up, this episode reveals how infrastructure becomes the root system of sustainable growth.

Episode Length: 00:10:58

Learn more by visiting our website, or by sending TrailBlazer an email at info@TrailBlazer.us.com.

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8 months

Understanding Payroll and Hiring Decisions: Strategies for Your Business – E115

Welcome to What Counts, the podcast where we decode the complexities of information governance and spotlight the strategies that drive operational maturity. In this episode, we’re diving into the foundational—but often overlooked—pillars of business success: payroll and human resources. From navigating payroll taxes and compliance to designing benefits that serve both your team and your bottom line, we’ll explore how intentional HR planning can protect your business, fuel growth, and create a resilient workplace culture. Whether you’re scaling a startup or refining enterprise operations, this episode offers actionable insights to help you hire smarter, report cleaner, and build stronger

Episode length: 00:20:41

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9 months

Payroll & HR That Scale: Building Backbone Systems for Growth, Compliance, and Culture – E114

Welcome to What Counts, the podcast where information governance meets real-world strategy. In this episode, Lee and Maura unpack the often-overlooked—but absolutely mission-critical—domains of Payroll and Human Resources. From tax compliance and structured reporting to strategic hiring and benefits that actually benefit the business, we explore how these foundational systems can drive resilience, reduce risk, and support scalable growth. Whether you’re a founder navigating first hires or a compliance lead refining your employee life cycle, this episode delivers actionable insights to help you build HR and payroll processes that are audit-ready, culture-conscious, and built to last.

Episode length: 00:19;51

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9 months

Track to Thrive: How Time and Inventory Management Drive Profitability and Compliance – E113

Episode 113 – In today’s fast-paced business landscape, tracking isn’t just a back-office chore—it’s a strategic advantage. Whether you’re managing a lean startup or scaling operations, accurate time and inventory tracking can make or break your bottom line. In this episode of What Counts?, we dive into why tracking matters—from streamlining payroll and boosting productivity to preventing inventory loss and improving cash flow. You’ll learn how modern tools like digital timesheets, automated payroll systems, and real-time inventory software can transform your operations. Tune in to discover actionable strategies that help you stay compliant, efficient, and profitable.

Episode length 00:18:17

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10 months

Financial Clarity for Entrepreneurs: Practical Tips – E112

Episode E112 – In this episode of What Counts?, Maura and Lee unpack foundational financial management strategies and practical tips that every entrepreneur should know. From separating business and personal finances to choosing the right accounting software, this conversation is your guide to staying organized, building credibility, and planning for long-term success.

Listeners will learn:

-Why keeping business finances separate matters: Better organization, smoother tax reporting, and enhanced professional credibility.

-How to open a business account: Choosing the right bank, preparing your documents, and selecting account features like checks and debit/credit cards for financial flexibility.

-Selecting accounting software: QuickBooks is highlighted as a top choice for automating income and expense tracking, managing invoices, categorizing transactions, and staying compliant with tax regulations.

-Best practices for financial success: Weekly transaction reconciliation, leveraging reports for decision-making, and setting up automated reminders for payments and tax deadlines.

-Whether you’re launching your first venture or fine-tuning your financial systems, this episode offers actionable insights designed to simplify your processes and empower your business journey.

Episode length 00:17:10

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10 months

Why Every Business Needs a Trusted Lawyer and Accountant from Day One – E111

Why every business needs a trusted lawyer and accountant from days one. Welcome to What Counts, the podcast that explores the power of information governance and the strategies behind smarter business decisions. In this episode, hosts Lee and Maura unpack one of the most critical, yet often overlooked, components of entrepreneurial success: professional support. From choosing the right business structure to mastering tax strategy and protecting your intellectual property, the right lawyer and accountant can be the difference between smooth scaling and costly setbacks. Tune in as we share real-world insights and practical guidance on how to build your business with the right experts by your side.

Episode length 00:15:20

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11 months

Future-Proofing Your Business: How to Plan, Lead, and Build for What’s Next – E110

Future-proofing your business in today’s fast-paced world is a challenge. Businesses that thrive are those that anticipate change before it happens. In this episode of What Counts, hosts Maura and Lee break down the essential framework for smart planning: seeing opportunities, watching for market signals, and building strategic plans that ensure long-term success. Whether it’s adapting to industry trends, improving information governance, or strengthening business resilience, this discussion highlights proven methods to lead, work, and build toward a future that works for you. Tune in to learn how top innovators spot opportunities, decode market shifts, and create a strategic blueprint for success. Don’t wait for change-get ahead of it.

Episode length 00:19:04

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11 months

Branding Basics: Logo Design & Name Registration – E109

Episode 109 – Branding basics at What Counts, the podcast dedicated to navigating the world of information governance with expert insights and actionable strategies. In this episode, hosts Maura and Lee explore the fundamentals of branding and marketing, covering two essential steps: creating a compelling logo and registering your business name. Whether you’re launching a startup or refining an established brand, understanding these key branding elements is crucial to standing out in a competitive market. Learn how strong branding enhances credibility, attracts customers, and sets the foundation for a successful business. Discover expert tips on choosing the right business name, ensuring legal compliance, and designing an effective logo that resonates with your audience. Tune in to gain valuable branding knowledge that will help you build a lasting impression and drive your business forward!

Episode length 00:13:04.

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12 months

Business Foundation: Essential Legal and Strategic Steps – E108

Building a business foundation requires more than a great idea—it demands proper legal structuring and compliance. In this episode, we explore key foundational steps, including filing Articles of Incorporation to establish your entity, crafting a mission statement to define your business’s purpose, and drafting a General Operating Agreement to clarify roles and responsibilities among stakeholders. Additionally, we break down the essential process of filing with the IRS, securing an Employer Identification Number (EIN), and setting up your corporate details to ensure tax compliance. Whether you’re an aspiring entrepreneur or refining your existing business framework, this episode offers actionable insights to protect your assets, maintain alignment, and build a resilient foundation for long-term success. Tune in to streamline your path to business ownership!

Episode length 00:16:35

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1 year

Choosing the Right Business Structure: Legal Formation – E107

Establishing a business starts with selecting the right legal structure, which impacts taxes, liability, and operational flexibility. Entrepreneurs can choose from Sole Proprietorships for simplicity, Partnerships for shared ownership, LLCs for liability protection, C Corporations for investor appeal despite double taxation, or S Corporations for tax advantages with ownership limitations. Careful evaluation of these options ensures alignment with long-term business goals and financial considerations.

Once the legal structure is determined, the next crucial step is filing the Articles of Incorporation, which formalizes the business entity. This documentation includes essential details such as the business name, purpose, registered agent, and incorporators’ information. Properly completing and filing these documents ensures legal recognition, compliance, and a strong foundation for growth and operational success.

Episode length 00:20:05.

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1 year

Resilient by Design: Today’s Business Landscape – E106

In today’s fast-moving market, adaptability isn’t a luxury-it’s a necessity. Success belongs to businesses that are resilient by design, stay motivated, and build a foundation strong enough to withstand uncertainty. In this episode, we explore what it takes to remain robust in an ever-evolving economy, from fostering a continuous learning mindset to navigating unexpected challenges. Whether you’re a startup or an established enterprise, the key to long-term growth lies in agility, innovation, and the courage to keep moving forward. Join us as we break down the strategies that turn obstacles into opportunities and setbacks into stepping stones.

Episode length 00:19:05.

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1 year

Strategic Growth: Defining and Scaling Your Business While Balancing Talent and Profitability – E105

2025 Episode 105 – Strategic growth: defining, building, and scaling your business while balancing talent and profitability are just a few items you will hear about in our second video episode.

Launching and strategically growing a business requires more than just a vision—it demands strategic decision-making at every stage. In this episode, we explore the foundational steps of defining your business purpose, crafting an operational strategy, and setting a path for sustainable growth. We tackle the balancing act between hiring the right team, investing in training, and maintaining profitability while continuously evaluating performance to drive success. Whether you’re a startup founder or an established entrepreneur, this discussion will provide actionable insights for structuring a business that thrives in an evolving market.

Episode length 00:14:53

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1 year

Starting a Business and Information Governance Challenges – E104

2025 Episode 104 – We’re thrilled to bring you something brand-new with our first-ever video episode! As we explore this exciting format, we kindly ask for your patience as we work through learning new tricks to deliver the best possible video experience for you.

In this inaugural video episode, we’ll dive into the compelling world of starting a business. From the initial spark of an idea to tackling the tough realities of implementation, we’ll examine the challenges—and specifically, the information governance challenges—that entrepreneurs often face on their journey.

To enrich the conversation, we’ll not only introduce essential business concepts but also share practical insights from our own experiences at TrailBlazer Consulting, LLC. We’ll compare the subject matter to how we’ve navigated these very challenges, providing real-world context and actionable takeaways for you.

Let’s get started on this journey together as we blaze new trails in business, information governance, and this exciting video format. Stay tuned, and thank you for joining us!

Episode length 00:00:00

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1 year

100th Episode for What Counts?

On January 27, 2025, What Counts, a podcast created by TrailBlazer Consulting, LLC, debuted its 100th episode. “We are still going strong.” says Executive Vice President, Lee Karas, on TrailBlazer’s podcast making it to its 100th episode. What Counts ties an information governance theme into each episode in order for its listeners to gain helpful insights they can use at their own organizations.

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1 year

Infrastructure: Devils in the Details – E103

What Counts?

Infrastructure: Devils in the Details - E103

00:00 / 00:10:24

2025 Episode 103 – The devils in the details when it comes to infrastructure. Following along with the components of TrailBlazer’s Information Design framework, we cover the base component – Infrastructure. Where are the devils in the details when it comes to Infrastructure? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they explain where devils in the details hide when it comes to Infrastructure. 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 00:10:24.

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1 year

Applications: Devils in the Details – E102

What Counts?

Applications: Devils in the Details - E102

00:00 / 00:15:06

2025 Episode 102 – The devils in the details when it comes to applications. Following along with the components of TrailBlazer’s Information Design framework, we cover one of the supporting pillars called Applications. Where are the devils in the details when it comes to Applications? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they explain where devils in the details hide when it comes to Applications. 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 year

Data | Content: Devils in the Details – E101

What Counts?

Data | Content: Devils in the Details - E101

00:00 / 00:15:05

2025 Episode 101 – The devils in the details when it comes to data | content. Following along with the components of TrailBlazer’s Information Design framework, we cover one of the supporting pillars called Data | Content. Where are the devils in the details when it comes to Data | Content? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they give a slightly cautionary tale on how the devils can be in the details when it comes to Data | Content. 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 year

What Counts Episode 100 – E100

What Counts?

What Counts Episode 100 - E100

00:00 / 00:13:49

2025 Episode 100 – We took a break from the current subject matter and pulled together this celebratory What Counts Episode 100. We take a look back at some of the most viewed What Counts episodes. Additionally, we provide insight on who we are doing this podcast for and how you can use the information at your own organization. Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they celebrate their 100 episode by recapping the past 99 episodes. 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 year

Process: Devils in the Details – E99

What Counts?

Process: Devils in the Details - E99

00:00 / 00:12:21

2024 Episode 99 – The devils in the details when it comes to process. Following along with the components of TrailBlazer’s Information Design framework, we cover one of the supporting pillars called process. Where are the devils in the details when it comes to process? Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they discuss how different companies feel about documenting 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.

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1 year

Policy: Devils in the Details – E98

What Counts?

Policy: Devils in the Details - E98

00:00 / 00:11:56

2024 Episode 98 – Where do the devils in the details hide when it comes to policy implementation? This episode explains policy-related devils in the details making it clear what to watch out for when creating or modifying company policies. Join Information Governance (IG) Consultants, Maura Dunn and Lee Karas, as they provide recommendations and certain pitfalls to watch out for when implementing IG policies. 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 00:11:56

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1 year

Governance Devils and Details – E97

What Counts?

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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1 year

Details Are Important In Information Governance – E96

What Counts?

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 year

Strange Information Governance Moments – E95

What Counts?

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 info@trailbazer.us.com and tell us about your strangest information governance moments.

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2 years

The Artificial Intelligence (AI) Episode – E94

What Counts?

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 years

Inundated with too much data daily? – E93

What Counts?

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 years

Raw Data vs Manipulated Data – E92

What Counts?

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.

admin

2 years

Statistical Sampling Analysis: Backfile Characterization – E91

What Counts?

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.

admin

2 years

Implement a Backfile Characterization – E90

What Counts?

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.

admin

2 years

Office Clutter: An Introduction to Backfile Characterization – E89

What Counts?

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.

admin

2 years

Facing an Office Move or Office Closure? – E88

What Counts?

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.

admin

2 years

IG Documentation – E87

What Counts?

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.

admin

2 years

Legal Holds – E86

What Counts?

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.

admin

2 years

Legacy Data Issues? What to do – E85

What Counts?

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.

admin

2 years

Document Migration – E84

What Counts?

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.

admin

2 years

Sponsorship Changes – E83

What Counts?

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.

admin

2 years

Zombie Systems – E82

What Counts?

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.

admin

2 years

Why IT Should Be Your IG Partner – E81

What Counts?

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.

admin

2 years

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.

admin

2 years

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

admin

2 years

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

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

2 years

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.

admin

3 years

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.

admin

3 years

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.

admin

3 years

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.

admin

3 years

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.

admin

3 years

Inventory Management – E63

What Counts?

Inventory Management - E63

00:00 / 00:10:03

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

admin

3 years

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.

admin

3 years

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.

admin

3 years

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.

admin

3 years

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.

admin

3 years

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?

admin

3 years

Define What Constitutes An Asset – E057

What Counts?

Define What Constitutes An Asset - E057

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.

admin

3 years

Introduction to Asset Data Management – E056

What Counts?

Introduction to Asset Data Management - E056

00:00 / 00:14:07

An introduction to asset data management for physical infrastructure assets.

admin

3 years

Business Process Map vs Records Process Map – E055

What Counts?

Business Process Map vs Records Process Map - E055

00:00 / 00:16:51

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

admin

3 years

Identify Data For a Spinoff or Divestiture – E054

What Counts?

Identify Data For a Spinoff or Divestiture - E054

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.

admin

3 years

Merger – Now What? – E053

What Counts?

Merger - Now What? - E053

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.

admin

3 years

The Information Governance Professional’s Ultimate Guide to Mergers & Acquisitions – E052

What Counts?

The Information Governance Professional's Ultimate Guide to Mergers & Acquisitions - E052

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?

admin

3 years

Is an ECM Solution Right for Email Management? – E051

What Counts?

Is an ECM Solution Right for Email Management? - E051

00:00 / 00:11:08

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

admin

3 years

Steps to Email Management – E050

What Counts?

Steps to Email Management - E050

00:00 / 00:12:40

Steps to email management.

admin

3 years

The Importance Of Email Management – E049

What Counts?

The Importance Of Email Management - E049

00:00 / 00:11:48

The Importance of Email Management

admin

3 years

Spreadsheets: Do They Mask More Serious IG Issues? – E048

What Counts?

Spreadsheets: Do They Mask More Serious IG Issues? - E048

00:00 / 00:13:37

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

admin

3 years

The Secret To Process Improvement – E047

What Counts?

The Secret To Process Improvement - E047

00:00 / 00:14:06

Best kept secret to implementing process improvement

admin

3 years

Top 5 Information Governance Challenges – E046

What Counts?

Top 5 Information Governance Challenges - E046

00:00 / 00:16:41

Top 5 IG Challenges

admin

3 years

Why Your Organization Needs An Electronic Communications Policy – E045

What Counts?

Why Your Organization Needs An Electronic Communications Policy - E045

00:00 / 00:16:58

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

admin

3 years

Records Retention Schedule Implementation – E044

What Counts?

Records Retention Schedule Implementation - E044

00:00 / 00:16:44

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

admin

3 years

Policy Rollout Best Practices – E043

What Counts?

Policy Rollout Best Practices - E043

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.

admin

3 years

The Importance of Connecting Information Classification with Records Retention – E042

What Counts?

The Importance of Connecting Information Classification with Records Retention - E042

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…

admin

4 years

How to Create a Practical Records Retention Schedule – E041

What Counts?

How to Create a Practical Records Retention Schedule - E041

00:00 / 00:18:54

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

admin

4 years

Practical Policy Implementation – E040

What Counts?

Practical Policy Implementation - E040

00:00 / 00:15:48

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

admin

4 years

How Has Policy Development Evolved? – E039

What Counts?

How Has Policy Development Evolved? - E039

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…

admin

4 years

The Importance of Asset Data Management – Part 2 – E038

What Counts?

The Importance of Asset Data Management - Part 2 - E038

00:00 / 00:19:58

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

admin

4 years

The Importance of Asset Data Management – Part 1 – E037

What Counts?

The Importance of Asset Data Management - Part 1 - E037

00:00 / 00:21:28

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

admin

4 years

The Importance of Using Your Project Champions Correctly – E036

What Counts?

The Importance of Using Your Project Champions Correctly - E036

00:00 / 00:15:20

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

admin

4 years

Three Key Steps to Achieving Organizational Change – E035

What Counts?

Three Key Steps to Achieving Organizational Change - E035

00:00 / 00:11:02

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

admin

4 years

Donna V.: Steps to Take to Achieve Successful Training – E034

What Counts?

Donna V.: Steps to Take to Achieve Successful Training - E034

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…

admin

4 years

Using Your Project Plan As A Communication Tool – E033

What Counts?

Using Your Project Plan As A Communication Tool - E033

00:00 / 00:14:44

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

admin

4 years

Creative Change Management – E032

What Counts?

Creative Change Management - E032

00:00 / 00:16:48

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

admin

4 years

Change Management – A Tool In Your Toolbox – E031

What Counts?

Change Management - A Tool In Your Toolbox - E031

00:00 / 00:12:46

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

admin

4 years

Change Management – Linking Assessment Questions – E030

What Counts?

Change Management - Linking Assessment Questions - E030

00:00 / 00:13:46

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

admin

4 years

Monitoring Project Progress – E029

What Counts?

Monitoring Project Progress - E029

00:00 / 00:16:51

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

admin

4 years

Knowledge Transfer Process – E028

What Counts?

Knowledge Transfer Process - E028

00:00 / 00:15:52

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

admin

4 years

Risk Management – A Key Project Management Tool – E027

What Counts?

Risk Management - A Key Project Management Tool - E027

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…

admin

4 years

Key Resources To Have On Your IG Team – E026

What Counts?

Key Resources To Have On Your IG Team - E026

00:00 / 00:14:50

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

admin

4 years

Building a Project Plan For Information Governance Projects – E025

What Counts?

Building a Project Plan For Information Governance Projects - E025

00:00 / 00:15:20

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

admin

4 years

Business Case Development For Information Governance Initiatives – E024

What Counts?

Business Case Development For Information Governance Initiatives - E024

00:00 / 00:13:30

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

admin

4 years

Projects Resulting From Your Information Governance Roadmap – E023

What Counts?

Projects Resulting From Your Information Governance Roadmap - E023

00:00 / 00:14:52

2022 Episode 23 – In this episode, we talk about our approach to information governance projects resulting from your information…

admin

4 years

Restructuring Information Governance Initiatives Into Multi-Year Phases – E022

What Counts?

Restructuring Information Governance Initiatives Into Multi-Year Phases - E022

00:00 / 00:14:16

2022 – In this episode, we break down information governance initiatives into phases to strategically span multiple years and show…

admin

4 years

Developing an Information Governance Roadmap – E021

What Counts?

Developing an Information Governance Roadmap - E021

00:00 / 00:14:40

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

admin

4 years

Performing a Visioning Discussion – E020

What Counts?

Performing a Visioning Discussion - E020

00:00 / 00:16:55

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

admin

4 years

Where do you file your records? – E019

What Counts?

Where do you file your records? - E019

00:00 / 00:13:13

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

admin

4 years

Look Out For These Specific Workaround Risks – E018

What Counts?

Look Out For These Specific Workaround Risks - E018

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

4 years

Enterprise Information Map (EIM) Part 3 of 3 – E016

What Counts?

Enterprise Information Map (EIM) Part 3 of 3 - E016

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…

admin

4 years

Enterprise Information Map (EIM) Part 2 of 3 – E015

What Counts?

Enterprise Information Map (EIM) Part 2 of 3 - E015

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…

admin

4 years

Enterprise Information Map (EIM) Part 1 of 3 – E014

What Counts?

Enterprise Information Map (EIM) Part 1 of 3 - E014

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

5 years

Three Approaches for Prioritizing Information Governance Challenges – E013

What Counts?

Three Approaches for Prioritizing Information Governance Challenges - E013

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

5 years

TrailBlazer’s Framework Facilitates Information Governance Program Implementation – E012

What Counts?

TrailBlazer's Framework Facilitates Information Governance Program Implementation - E012

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

5 years

The Importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for an Information Governance Program – E011

What Counts?

The Importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for an Information Governance Program - E011

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…

admin

5 years

Capitalizing on Recordkeeping Strengths Found In Your Organization – E010

What Counts?

Capitalizing on Recordkeeping Strengths Found In Your Organization - E010

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…

admin

5 years

Data and Information Governance Risks – E09

What Counts?

Data and Information Governance Risks - E09

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…

admin

5 years

Data and Information Management Workarounds and Shadow Repositories – E08

What Counts?

Data and Information Management Workarounds and Shadow Repositories - E08

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

5 years

Surprise! Data and Information Assessment Findings – E07

What Counts?

Surprise! Data and Information Assessment Findings - E07

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…

admin

5 years

Scheduling Strategies for Interviews – E06

What Counts?

Scheduling Strategies for Interviews - E06

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…

admin

5 years

Interviewees: Data & Information Assessment – E05

What Counts?

Interviewees: Data & Information Assessment - E05

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…

admin

5 years

Data and Information Assessment Background Collection Process – E04

What Counts?

Data and Information Assessment Background Collection Process - E04

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…

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5 years

Developing Information and Data Management Assessment Questions – E03

What Counts?

Developing Information and Data Management Assessment Questions - E03

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…

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5 years

Developing Information and Data Management Assessment Goals and Scope – E02

What Counts?

Developing Information and Data Management Assessment Goals and Scope - E02

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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5 years

Data and Information Management Challenges – E01

What Counts?

Data and Information Management Challenges - E01

00:00 / 00:20:08

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

Lee Karas

6 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

6 years

Asset Information Management Challenges

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

Maura Dunn

6 years

Data Everywhere

February 13, 2020 In our hyper-connected world, data blasts us every minute of the day – emails, notifications, invitations, advertisements,…

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6 years

Maximize Asset Data

Finance typically tracks expenditure of capital and depreciation of constructed or acquired assets at a higher level than is effective for operations and maintenance

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6 years

What is an asset?

An asset is something of value that an entity owns, benefits from, or has use of in generating income. *http://www.businessdictionary.com/definition/asset.html…