What Counts?
By TrailBlazer Consulting, LLC
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Category: Management
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Episodes: 149
Description
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 Info@TrailBlazer.us.com.
| Episode | Date |
|---|---|
|
Records Retention and AI: ARMA InfoCon 2026 Takeaways
|
Nov 04, 2026 |
|
InfoCon Update: AI and Information Governance
|
Nov 02, 2026 |
|
Information Governance and AI: Live from ARMA InfoCON 2026
|
Oct 30, 2026 |
|
Data Lifecycle: The Cost of Keeping Everything Forever
|
Oct 19, 2026 |
|
Training vs Automation in Information Governance
|
Oct 05, 2026 |
|
Information Governance Policies: The Three That Matter Most
|
Sep 21, 2026 |
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Information Governance Risk: Breach vs Access Loss
|
Sep 07, 2026 |
|
Records vs Non-Records: What Counts as Evidence
|
Aug 24, 2026 |
|
Records Metadata vs Keyword Search: Making Records Findable
|
Aug 10, 2026 |
|
Records Capture at the Point of Creation: Provenance and Proof
|
Jul 28, 2026 |
|
Document Version Control: Why AI Picks Your Worst Copy
|
Jul 13, 2026 |
|
Data Capture Controls: How to Prepare for an Audit
|
Jun 29, 2026 |
|
Duplicate Records: 3 Rules to Stop Uncontrolled Copies
|
Jun 15, 2026 |
|
Records Management vs. Information Governance: The Difference
|
Jun 01, 2026 |
|
Vendor Master Data: Centralizing Counterparty Information
|
May 18, 2026 |
|
Data Reconciliation Case Study: 350,000 Counterparty Records
|
May 04, 2026 |
|
Data Reconciliation Before AI: Why Cleanup Comes First
|
Apr 21, 2026 |
|
Messy Data and AI: What You Have to Clean Up First
|
Apr 06, 2026 |
|
Contract Data Governance: Fixing Conflicting Contract Terms
|
Mar 23, 2026 |
|
Scaling Information Governance Without Losing Control
|
Mar 09, 2026 |
|
Growth vs Governance: The Tradeoff Every Leader Faces
|
Feb 23, 2026 |
|
Policy vs Process Misalignment: Why Workflows Break
|
Feb 09, 2026 |
|
Information Governance Maturity: Why Your Score Is Too High
|
Jan 26, 2026 |
|
CLM Readiness: What to Fix Before You Buy Contract Software
|
Jan 12, 2026 |
|
Information Governance Myths, Part 2: What's Actually True
|
Dec 29, 2025 |
|
Information Governance Myths, Part 1: What's Actually True
|
Dec 15, 2025 |
|
Intellectual Property Lifecycle: Protecting IP as You Grow
|
Dec 01, 2025 |
|
Turning Expertise Into Intellectual Property
|
Nov 17, 2025 |
|
Business Records and Contracts: What to Keep and Why
|
Nov 03, 2025 |
|
History of Recorded Communication: From Print to Digital
|
Oct 21, 2025 |
|
History of Records: From Clay Tablets to Cloud Storage
|
Oct 06, 2025 |
|
Small Business Data: How to Classify, Protect, and Retain It
|
Sep 22, 2025 |
|
Business Operations Systems That Support Growth
|
Sep 08, 2025 |
|
Payroll and Hiring Decisions for Small Businesses
|
Aug 25, 2025 |
|
Payroll & HR Systems: Building for Growth and Compliance
|
Aug 11, 2025 |
|
Time and Inventory Tracking: Profitability and Compliance
|
Jul 28, 2025 |
|
Small Business Financial Records: Practical Bookkeeping Tips
|
Jul 14, 2025 |
|
When to Hire a Lawyer and Accountant for Your Business
|
Jun 30, 2025 |
|
Business Planning for Growth: How to Lead Through Change
|
Jun 16, 2025 |
|
Business Name Registration and Logo Design: Where to Start
|
Jun 02, 2025 |
|
Starting a Business: The Legal Steps to Take First
|
May 19, 2025 |
|
LLC vs Corporation: Choosing Your Business Structure
|
May 05, 2025 |
|
Business Resilience: Preparing for Disruption
|
Apr 21, 2025 |
|
Scaling a Business: Balancing Talent, Profit, and Growth
|
Apr 07, 2025 |
|
Starting a Business: Records You Are Required To Keep
|
Mar 24, 2025 |
|
IT Infrastructure and Information Governance: What to Check
|
Mar 10, 2025 |
|
Business Applications and Records: What Systems Hide
|
Feb 24, 2025 |
|
Data and Content Governance: The Details That Cause Problems
|
Feb 10, 2025 |
|
100 Episodes of Information Governance Lessons
|
Jan 27, 2025 |
|
Records Process Design: Where Governance Breaks Down
|
Jan 13, 2025 |
|
Information Governance Policy: Details That Undermine It
|
Jan 03, 2025 |
|
Information Governance Details That Derail Programs
|
Dec 16, 2024 |
|
Why Details Matter In Information Governance Programs
|
Dec 03, 2024 |
|
Unusual Information Governance Situations From the Field
|
Nov 18, 2024 |
|
AI and Information Governance: What Changes and What Doesn't
|
Nov 04, 2024 |
|
Information Overload: Managing Too Much Data Daily
|
Oct 21, 2024 |
|
Raw Data vs Manipulated Data: Which One Is The Record
|
Oct 07, 2024 |
|
Backfile Characterization: Statistical Sampling Methods
|
Sep 23, 2024 |
|
Backfile Characterization: How to Run One
|
Sep 09, 2024 |
|
Backfile Characterization: What It Is and Why You Need It
|
Aug 26, 2024 |
|
Office Move Records Plan: What to Do With Files and Boxes
|
Aug 14, 2024 |
|
Information Governance Documentation: What to Write Down
|
Jul 31, 2024 |
|
Legal Holds: How to Issue, Track, and Release Them
|
Jul 15, 2024 |
|
Legacy Data Cleanup: What to Do With Old Systems and Files
|
Jul 01, 2024 |
|
Document Migration: How To Move Files Without Losing Records
|
Jun 17, 2024 |
|
Losing Your Project Sponsor: Keeping the Program Alive
|
Jun 03, 2024 |
|
Legacy System Decommissioning: Retiring Apps Nobody Owns
|
May 20, 2024 |
|
Working With IT on Information Governance Projects
|
May 06, 2024 |
|
System Testing and Go/No-Go Decision - E80
|
Apr 22, 2024 |
|
Don't Underestimate Contract Data and Document Cleanup - E79
|
Apr 08, 2024 |
|
Why Capture Current Contract Processes - E78
|
Mar 25, 2024 |
|
Contract Lifecycle Management Functionality - E77
|
Mar 11, 2024 |
|
Implementing Software - Read This! - E76
|
Feb 26, 2024 |
|
Contract Management - E75
|
Feb 12, 2024 |
|
Lessons Learned - E74
|
Jan 29, 2024 |
|
Pilot Project vs Proof Of Concept - E73
|
Jan 16, 2024 |
|
Changes, What Changes? E72
|
Jan 03, 2024 |
|
Organizational Readiness E71
|
Dec 18, 2023 |
|
Project Success Factors - E70
|
Dec 04, 2023 |
|
Key Team Members Make Information Governance Change Happen! - E69
|
Nov 20, 2023 |
|
Assessment Questions - E68
|
Nov 06, 2023 |
|
Republishing Data and Information Management Challenges - E67
|
Oct 23, 2023 |
|
From Records Management to Information Governance - E66
|
Oct 09, 2023 |
|
Asset Data Management Summary - E65
|
Sep 25, 2023 |
|
Depreciation and Taxes for Physical Assets - E64
|
Sep 11, 2023 |
|
Inventory Management - E63
|
Aug 28, 2023 |
|
Revenue Generating Assets - E62
|
Aug 14, 2023 |
|
Finding Your Assets: Asset Definitions And Location Hierarchies - E61
|
Jul 31, 2023 |
|
Follow The Yellow Brick Road Of Data - E60
|
Jul 17, 2023 |
|
Building Practical Asset IDs - E59
|
Jul 06, 2023 |
|
Deciding on Practical Definitions for Assets - E58
|
Jun 19, 2023 |
|
Define What Constitutes An Asset - E057
|
Jun 05, 2023 |
|
Introduction to Asset Data Management - E056
|
May 22, 2023 |
|
Business Process Map vs Records Process Map - E055
|
May 08, 2023 |
|
Identify Data For a Spinoff or Divestiture - E054
|
Apr 24, 2023 |
|
Merger - Now What? - E053
|
Apr 10, 2023 |
|
The Information Governance Professional's Ultimate Guide to Mergers & Acquisitions - E052
|
Mar 27, 2023 |
|
Is an ECM Solution Right for Email Management? - E051
|
Mar 13, 2023 |
|
Steps to Email Management - E050
|
Feb 27, 2023 |
|
The Importance Of Email Management - E049
|
Feb 13, 2023 |
|
Spreadsheets: Do They Mask More Serious IG Issues? - E048
|
Jan 30, 2023 |
|
The Secret To Process Improvement - E047
|
Jan 17, 2023 |
|
Top 5 Information Governance Challenges - E046
|
Jan 03, 2023 |
|
Why Your Organization Needs An Electronic Communications Policy - E045
|
Dec 19, 2022 |
|
Records Retention Schedule Implementation - E044
|
Dec 05, 2022 |
|
Policy Rollout Best Practices - E043
|
Nov 21, 2022 |
|
The Importance of Connecting Information Classification with Records Retention - E042
|
Nov 07, 2022 |
|
How to Create a Practical Records Retention Schedule - E041
|
Oct 24, 2022 |
|
Practical Policy Implementation - E040
|
Oct 11, 2022 |
|
How Has Policy Development Evolved? - E039
|
Sep 27, 2022 |
|
The Importance of Asset Data Management - Part 2 - E038
|
Sep 12, 2022 |
|
The Importance of Asset Data Management - Part 1 - E037
|
Aug 29, 2022 |
|
The Importance of Using Your Project Champion Network Correctly
|
Aug 15, 2022 |
|
The Importance of Using Your Project Champions Correctly - E036
|
Aug 15, 2022 |
|
Three Key Steps to Achieving Organizational Change - E035
|
Aug 01, 2022 |
|
Donna V.: Steps to Take to Achieve Successful Training - E034
|
Jul 18, 2022 |
|
Using Your Project Plan As A Communication Tool - E033
|
Jul 05, 2022 |
|
Creative Change Management - E032
|
Jun 20, 2022 |
|
Change Management - A Tool In Your Toolbox - E031
|
Jun 06, 2022 |
|
Change Management - Linking Assessment Questions - E030
|
May 23, 2022 |
|
Monitoring Project Progress - E029
|
May 09, 2022 |
|
Knowledge Transfer Process - E028
|
Apr 25, 2022 |
|
Risk Management - A Key Project Management Tool - E027
|
Apr 11, 2022 |
|
Key Resources To Have On Your IG Team - E026
|
Mar 28, 2022 |
|
Building a Project Plan For Information Governance Projects - E025
|
Mar 14, 2022 |
|
Business Case Development For Information Governance Initiatives - E024
|
Feb 28, 2022 |
|
Projects Resulting From Your Information Governance Roadmap - E023
|
Feb 14, 2022 |
|
Restructuring Information Governance Initiatives Into Multi-Year Phases - E022
|
Jan 31, 2022 |
|
Developing an Information Governance Roadmap - E021
|
Jan 17, 2022 |
|
Performing a Visioning Discussion - E020
|
Jan 03, 2022 |
|
Where do you file your records? - E019
|
Dec 21, 2021 |
|
Look Out For These Specific Workaround Risks - E018
|
Dec 06, 2021 |
|
Top Information Governance Risks and Solution Selection - E017
|
Nov 22, 2021 |
|
Enterprise Information Map (EIM) Part 3 of 3 - E016
|
Nov 12, 2021 |
|
Enterprise Information Map (EIM) Part 2 of 3 - E015
|
Nov 10, 2021 |
|
Enterprise Information Map (EIM) Part 1 of 3 - E014
|
Nov 08, 2021 |
|
Three Approaches for Prioritizing Information Governance Challenges - E013
|
Oct 25, 2021 |
|
TrailBlazer's Framework Facilitates Information Governance Program Implementation - E012
|
Oct 11, 2021 |
|
The Importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for an Information Governance Program - E011
|
Sep 27, 2021 |
|
Capitalizing on Recordkeeping Strengths Found In Your Organization - E010
|
Sep 13, 2021 |
|
Data and Information Governance Risks - E09
|
Aug 30, 2021 |
|
Data and Information Management Workarounds and Shadow Repositories - E08
|
Aug 16, 2021 |
|
Surprise! Data and Information Assessment Findings - E07
|
Aug 02, 2021 |
|
Scheduling Strategies for Interviews - E06
|
Jul 19, 2021 |
|
Interviewees: Data & Information Assessment - E05
|
Jul 06, 2021 |
|
Data and Information Assessment Background Collection Process - E04
|
Jun 21, 2021 |
|
Developing Information and Data Management Assessment Questions - E03
|
Jun 07, 2021 |
|
Developing Information and Data Management Assessment Goals and Scope - E02
|
Jun 07, 2021 |
|
Data and Information Management Challenges - E01
|
Jun 03, 2021 |