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What Counts?

TrailBlazer Consulting, LLC

Welcome to What Counts? by TrailBlazer Consulting. The hosts, Maura Dunn and Lee Karas bring over 30 years of experience consulting with public and private organizations across industries including energy, biotech, manufacturing, and technology. We discuss proven solutions developed working with companies to solve their information and data management challenges. The typical What Counts? episode is around 15 minutes long, and each episode focuses on one aspect of information, data, or records management. We provide insight into practical ways to assess, evaluate, recommend, implement, and monitor records and information management programs – and we illustrate our ideas with anecdotes and case studies drawn from our clients. Look us up on the web at www.TrailBlazer.us.com. Or, send us an email at [email protected].

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Эпизоды

149 эпизодов

  1. Records Retention and AI: ARMA InfoCon 2026 Takeaways 16:06
  2. InfoCon Update: AI and Information Governance 1:23
  3. Information Governance and AI: Live from ARMA InfoCON 2026 1:46
  4. Data Lifecycle: The Cost of Keeping Everything Forever 9:44
  5. Training vs Automation in Information Governance 10:14
  6. Information Governance Policies: The Three That Matter Most 18:15
  7. Information Governance Risk: Breach vs Access Loss 19:42
  8. Records vs Non-Records: What Counts as Evidence 9:10
  9. Records Metadata vs Keyword Search: Making Records Findable 21:38
  10. Records Capture at the Point of Creation: Provenance and Proof 14:00
  11. Document Version Control: Why AI Picks Your Worst Copy 22:33
  12. Data Capture Controls: How to Prepare for an Audit 26:52
  13. Duplicate Records: 3 Rules to Stop Uncontrolled Copies 19:50
  14. Records Management vs. Information Governance: The Difference 18:28
  15. Vendor Master Data: Centralizing Counterparty Information 13:09
  16. Data Reconciliation Case Study: 350,000 Counterparty Records 21:01
  17. Data Reconciliation Before AI: Why Cleanup Comes First 26:36
  18. Messy Data and AI: What You Have to Clean Up First 19:21
  19. Contract Data Governance: Fixing Conflicting Contract Terms 17:12
  20. Scaling Information Governance Without Losing Control 13:12
  21. Growth vs Governance: The Tradeoff Every Leader Faces 14:26
  22. Policy vs Process Misalignment: Why Workflows Break 18:39
  23. Information Governance Maturity: Why Your Score Is Too High 16:49
  24. CLM Readiness: What to Fix Before You Buy Contract Software 25:32
  25. Information Governance Myths, Part 2: What's Actually True 12:34
  26. Information Governance Myths, Part 1: What's Actually True 18:39
  27. Intellectual Property Lifecycle: Protecting IP as You Grow 20:10
  28. Turning Expertise Into Intellectual Property 13:02
  29. Business Records and Contracts: What to Keep and Why 17:14
  30. History of Recorded Communication: From Print to Digital 20:18
  31. History of Records: From Clay Tablets to Cloud Storage 16:33
  32. Small Business Data: How to Classify, Protect, and Retain It 24:09
  33. Business Operations Systems That Support Growth 10:58
  34. Payroll and Hiring Decisions for Small Businesses 20:41
  35. Payroll & HR Systems: Building for Growth and Compliance 19:51
  36. Time and Inventory Tracking: Profitability and Compliance 18:17
  37. Small Business Financial Records: Practical Bookkeeping Tips 17:10
  38. When to Hire a Lawyer and Accountant for Your Business 15:20
  39. Business Planning for Growth: How to Lead Through Change 19:04
  40. Business Name Registration and Logo Design: Where to Start 13:04
  41. Starting a Business: The Legal Steps to Take First 16:35
  42. LLC vs Corporation: Choosing Your Business Structure 20:05
  43. Business Resilience: Preparing for Disruption 19:05
  44. Scaling a Business: Balancing Talent, Profit, and Growth 14:53
  45. Starting a Business: Records You Are Required To Keep 15:09
  46. IT Infrastructure and Information Governance: What to Check 10:51
  47. Business Applications and Records: What Systems Hide 15:32
  48. Data and Content Governance: The Details That Cause Problems 15:31
  49. 100 Episodes of Information Governance Lessons 14:16
  50. Records Process Design: Where Governance Breaks Down 12:47