The records your team writes every day
Much of how a business runs has already been written down. Below is what usually qualifies, where it sits, and what you are free to exclude.
Where they live
Mailboxes on Gmail, Outlook or Microsoft 365.
Files
Dropbox, SharePoint, Google Drive and other shared folders.
Chat
Teams and Slack conversations.
Customer systems
Quotes, account notes and CRM entries.
Support
Help desk tickets and replies.
Projects
Task lists, boards and progress updates.
Finance tools and ERP
Orders and invoices, inventory and the close.
Engineering
Issues, reviews and source repositories.
Tools missing from this list can still qualify. What matters is that the records sit in business software your company runs.
Why some records matter more
The records that matter most show work being done, not just its result. A thread where a customer problem gets solved. A proposal and each revision that formed it. One ticket traced from complaint to solution. These show the reasoning behind everyday decisions, which is exactly what is missing from public text.
A long history helps as well. Seeing the same kind of task handled many times, by different people, is what makes a body of records worth licensing.
Older systems count too
Plenty of companies have switched tools over time. Years of useful history can sit in a retired project tool, a past mail server or archived shared folders. Raise them during the call. They are considered next to the systems in use today, and leaving them out is equally easy.
Common formats
Records come in many shapes, and most of them can be considered:
- Message threads from email and chat
- Documents, sheets and decks
- CAD files and technical specifications
- Comment histories on tickets and tasks
- Code reviews and source code
Ask on the call about any format you do not see here.
What happens to the records
Nothing original leaves your systems. License Your Data builds a copy from the records you select, replaces names and identifiers with placeholders, and waits for your approval of a sample before any sharing.
What you can leave out
Exclusions may cover systems, folders, teams or periods of time. Anything sensitive can be stripped out or de-identified ahead of sharing. Healthcare, legal and accounting practices set scope alongside their lawyers, and no client or patient data is included.
You keep your records, and nothing is shared without your approval.
Find out what your records could earn
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