Podcast
Practitioner conversations on information governance, records, and contract lifecycle management.
Episodes
September 7, 2026 · 00:19:42
Most people hear "information governance risk" and think immediately of a data breach. In this lightning round, Lee Karas and Maura Dunn argue that the breach is only one risk on the list, and often not the one that costs you most. They work through the risk o
Episode page & show notes →
August 24, 2026 · 00:09:10
Records vs Non-Records: What Counts as Evidence Records vs non-records is the first distinction any information governance program has to get right, and most organizations never make it explicitly. In the opening episode of our lightning round series, Lee Kar
Episode page & show notes →
August 10, 2026 · 00:21:38
Records findability starts at the point of creation Trustworthy information has four attributes. It must be accurate, reliable, timely, and findable. Last episode covered the first two. This week, Lee Karas and Maura Dunn take on the other two. The rule does
Episode page & show notes →
July 28, 2026 · 00:14:00
Provenance decides whether your data is AI-ready Everyone wants to point AI at their content repositories. Maura Dunn's position in Episode 139 is simpler than that. A model can only be as trustworthy as the data feeding it. Provenance settles that question l
Episode page & show notes →
July 13, 2026 · 00:22:33
Universal search was designed to bring you the universe. So is your AI assistant. Lee and Maura take on the two questions they left hanging last episode: how do you know which version is the last one, and how do you know your data is reliable? AI-ready data tu
Episode page & show notes →
June 29, 2026 · 00:26:52
Corporate data capture risk is a critical vulnerability that can completely disrupt an enterprise during sudden regulatory compliance audits or high-stakes litigation holds. Welcome back to What Counts, the podcast that digs into the messy information governan
Episode page & show notes →
June 15, 2026 · 00:19:50
Clean dashboards and reliable data don't happen by accident. In this episode of What Counts, Lee Karas and Maura Dunn pick up from the shift from records management to information governance and move into the three action principles that actually get you there
Episode page & show notes →
June 1, 2026 · 00:18:28
What's the difference between records management and information governance — and why should anyone running a business care? In this episode of What Counts, Lee Karas and Maura Dunn step back from the weeds of counterparty data to answer a deceptively simple q
Episode page & show notes →
May 18, 2026 · 00:13:09
Welcome back to "What Count," the podcast where information governance meets contract lifecycle management. In this episode, Lee and Maura explore the critical next step after solving your counterparty data chaos: maintaining control of vendor information acro
Episode page & show notes →
May 4, 2026 · 00:21:01
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 reconci
Episode page & show notes →
April 21, 2026 · 00:26:36
Episode 132 - Most organizations are being pushed to adopt AI-powered workflows before their data is anywhere close to ready. In this episode of What Counts, Maura and Lee pick up where they left off — diving deep into the concept of data reconciliation and wh
Episode page & show notes →
April 6, 2026 · 00:19:21
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. Spo
Episode page & show notes →
March 23, 2026 · 00:17:12
Episode 130 - When a company acquires another business, it inherits a tangled web of contracts — each with its own payment terms, clauses, and conditions. Contract one says 30 days, contract two says 45, and contract three says you never have to pay. So what h
Episode page & show notes →
March 9, 2026 · 00:13:12
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,
Episode page & show notes →
February 23, 2026 · 00:14:26
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, e
Episode page & show notes →
February 9, 2026 · 00:18:39
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
Episode page & show notes →
January 26, 2026 · 00:16:49
Episode 126 – Many organizations confidently claim they operate in a mature, well‑managed environment—until someone starts examining how work actually gets done. In this episode of What Counts, Maura and Lee unpack the “maturity mirage,” revealing why teams fe
Episode page & show notes →
January 12, 2026 · 00:25:32
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:
Episode page & show notes →
December 29, 2025 · 00:12:34
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 m
Episode page & show notes →
December 15, 2025 · 00:18:39
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 Fi
Episode page & show notes →
December 1, 2025 · 00:20:10
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, document
Episode page & show notes →
November 17, 2025 · 00:13:02
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 va
Episode page & show notes →
November 3, 2025 · 00:17:14
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,
Episode page & show notes →
October 21, 2025 · 00:20:18
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 Gut
Episode page & show notes →
October 6, 2025 · 00:16:33
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
Episode page & show notes →
September 22, 2025 · 00:24:09
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
Episode page & show notes →
September 8, 2025 · 00:10:58
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 sil
Episode page & show notes →
August 25, 2025 · 00:20:41
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: p
Episode page & show notes →
August 11, 2025 · 00:19:51
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 re
Episode page & show notes →
July 28, 2025 · 00:18:17
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. I
Episode page & show notes →
July 14, 2025 · 00:17:10
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,
Episode page & show notes →
June 30, 2025 · 00:15:20
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
Episode page & show notes →
June 16, 2025 · 00:19:04
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: seei
Episode page & show notes →
June 2, 2025 · 00:13:04
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, cover
Episode page & show notes →
May 19, 2025 · 00:16:35
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 state
Episode page & show notes →
May 5, 2025 · 00:20:05
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 prote
Episode page & show notes →
April 21, 2025 · 00:19:05
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
Episode page & show notes →
April 7, 2025 · 00:14:53
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 tha
Episode page & show notes →
March 24, 2025 · 00:15:09
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 y
Episode page & show notes →
March 10, 2025 · 00:10:51
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
Episode page & show notes →
February 24, 2025 · 00:15:32
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
Episode page & show notes →
February 10, 2025 · 00:15:31
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 w
Episode page & show notes →
January 27, 2025 · 00:14:16
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 podc
Episode page & show notes →
January 13, 2025 · 00:12:47
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
Episode page & show notes →
January 3, 2025 · 00:12:23
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 Gov
Episode page & show notes →
December 16, 2024 · 00:13:48
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 De
Episode page & show notes →
December 3, 2024 · 00:10:54
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 Consu
Episode page & show notes →
November 18, 2024 · 00:21:02
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 informat
Episode page & show notes →
November 4, 2024 · 00:18:22
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
Episode page & show notes →
October 21, 2024 · 00:19:25
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. J
Episode page & show notes →
October 7, 2024 · 00:12:43
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 Co
Episode page & show notes →
September 23, 2024 · 00:11:59
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
Episode page & show notes →
September 9, 2024 · 00:19:07
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 Inf
Episode page & show notes →
August 26, 2024 · 00:09:04
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
Episode page & show notes →
August 14, 2024 · 00:13:39
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 Con
Episode page & show notes →
July 31, 2024 · 00:14:12
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, a
Episode page & show notes →
July 15, 2024 · 00:16:41
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.
Episode page & show notes →
July 1, 2024 · 00:14:37
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 episo
Episode page & show notes →
June 17, 2024 · 00:20:12
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
Episode page & show notes →
June 3, 2024 · 00:13:50
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 k
Episode page & show notes →
May 20, 2024 · 00:14:24
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 Governa
Episode page & show notes →
May 6, 2024 · 00:11:52
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 ep
Episode page & show notes →
April 22, 2024 · 00:09:27
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 t
Episode page & show notes →
April 8, 2024 · 00:15:50
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 suggeste
Episode page & show notes →
March 25, 2024 · 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 st
Episode page & show notes →
March 11, 2024 · 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
Episode page & show notes →
February 26, 2024 · 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
Episode page & show notes →
February 12, 2024 · 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
Episode page & show notes →
January 29, 2024 · 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
Episode page & show notes →
January 16, 2024 · 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 the
Episode page & show notes →
January 3, 2024 · 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.
Episode page & show notes →
December 18, 2023 · 00:12:09
After setting up your project success factors it’s time to assess the readiness of your people, processes, and technology.
Episode page & show notes →
December 4, 2023 · 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 effec
Episode page & show notes →
November 20, 2023 · 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
Episode page & show notes →
November 6, 2023 · 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.
Episode page & show notes →
October 23, 2023 · 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 or
Episode page & show notes →
October 9, 2023 · 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.
Episode page & show notes →
September 25, 2023 · 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.
Episode page & show notes →
September 11, 2023 · 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.
Episode page & show notes →
August 28, 2023 · 00:10:03
Linking parts and inventory management to your asset information management activities.
Episode page & show notes →
August 14, 2023 · 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 asse
Episode page & show notes →
July 31, 2023 · 00:12:38
Real-life examples of how detailed design documents may not help in finding your assets without asset definitions and naming conventions.
Episode page & show notes →
July 17, 2023 · 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.
Episode page & show notes →
July 6, 2023 · 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.
Episode page & show notes →
June 19, 2023 · 00:14:08
Deciding on practical definitions for your infrastructure assets. What key factors can you use to help define these assets?
Episode page & show notes →
June 5, 2023 · 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.
Episode page & show notes →
May 22, 2023 · 00:14:07
An introduction to asset data management for physical infrastructure assets.
Episode page & show notes →
May 8, 2023 · 00:16:51
Records Process Maps are an excellent way to help uncover and reduce the number of silos within an organization.
Episode page & show notes →
April 24, 2023 · 00:15:06
What information governance professionals can do to help their organization ensure the correct data gets delivered to the new organization.
Episode page & show notes →
April 10, 2023 · 00:17:07
A merger is a great opportunity for an information governance professional to help their organization get through all the data challenges.
Episode page & show notes →
March 27, 2023 · 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?
Episode page & show notes →
March 13, 2023 · 00:11:08
Would an ECM solution be the right fit for your organization to use to manage email?
Episode page & show notes →
February 27, 2023 · 00:12:40
Steps to email management.
Episode page & show notes →
February 13, 2023 · 00:11:48
The Importance of Email Management
Episode page & show notes →
January 30, 2023 · 00:13:37
2023 Episode 48 – Who knows what lurks behind the use of spreadsheets in your organization? Could spreadsheets be masking serious information governance issues? Join information governance consultants, Maura Dunn and Lee Karas, as they share the top three issu
Episode page & show notes →
January 17, 2023 · 00:14:06
Best kept secret to implementing process improvement
Episode page & show notes →
January 3, 2023 · 00:16:41
Top 5 IG Challenges
Episode page & show notes →
December 19, 2022 · 00:16:58
Does your organization struggle with whether or not to capture chats, text messages, or to record conference calls?
Episode page & show notes →
December 5, 2022 · 00:16:44
Do you struggle to have your Records Retention Schedule gain utilization across your organization?
Episode page & show notes →
November 21, 2022 · 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.
Episode page & show notes →
November 7, 2022 · 00:16:19
2022 Episode 42 – Connecting information classification with your organization’s records retention schedule can help protect high risk records. Selecting the correct classification levels and applying those classifications to record categories in your records
Episode page & show notes →
October 24, 2022 · 00:18:54
2022 Episode 41 – Creating a practical records retention schedule for your organization to implement should not be a complicated endeavor. More and more, organizations are encountering challenges to managing their records making it important to keep what is ne
Episode page & show notes →
October 11, 2022 · 00:15:48
2022 Episode 40 – Policy implementation is made easier when policies contain the “what needs to happen” and procedures contain the “how to make it happen”. Both work best when policy creation becomes a collaborative approach and the group that dictates the “wh
Episode page & show notes →
September 27, 2022 · 00:22:23
2022 Episode 39 – Policy development has evolved over time. There are some do’s and don’ts in this episode that you should know. We look at how policies have evolved over time and how to best develop policies in today’s day and age for your organization as the
Episode page & show notes →
September 12, 2022 · 00:19:58
2022 Episode 38 – Tracking asset data is essential for making informed decisions. Does your company keep asset data in separate siloed systems? Are manual processes needed to link the appropriate asset information from system to system? In this episode, we loo
Episode page & show notes →
August 29, 2022 · 00:21:28
2022 Episode 37 – Do you have a document management problem or an asset data management problem? If your organization is not able to accurately trace the business case for capital investments backwards to its original purpose, funding, and design you may have
Episode page & show notes →
August 15, 2022 · 00:15:20
2022 Episode 36 – Your project champion network is one of the most vital components to successful implementation of an […]
Episode page & show notes →
August 15, 2022 · 00:15:20
2022 Episode 36 – Your project champions are one of the most vital components to successful implementation of an information governance project. As noted in this episode, project champions are typically senior-level leaders in your organization. Therefore, use
Episode page & show notes →
August 1, 2022 · 00:11:02
2022 Episode 35 – This episode points out three key steps to achieving organizational change and using your champion network effectively. This is What Counts, by TrailBlazer Consulting, LLC, a podcast for the information and data governance do-it-yourselfers.
Episode page & show notes →
July 18, 2022 · 00:17:28
2022 Episode 34 – Using training to implement change management seems logical. What type of training best fits your organization’s learning style? What kind of training is available; who is your audience; how do you gauge impact; is more better when training f
Episode page & show notes →
July 5, 2022 · 00:14:44
2022 Episode 33 – This is our fourth episode in a series on using change management to help improve your chances for successful information governance project implementation. Today, we talk about using your project plan as a communication tool to connect with
Episode page & show notes →
June 20, 2022 · 00:16:48
2022 Episode 32 – This is our third episode in a series on using change management to help move your information governance projects forward. We continue our conversation with Donna Vitalie to uncover creative ways to implement change management and understand
Episode page & show notes →
June 6, 2022 · 00:12:46
2022 Episode 31 – This is our second episode in a series on using change management to help move your information governance projects forward. Today, we welcome Donna Vitalie to the conversation to help give us an understanding of this important tool in your t
Episode page & show notes →
May 23, 2022 · 00:13:46
2022 Episode 30 – This is the first episode in a series on change management approaches we have used to implement successful information governance projects. Remember back to Episode 3. That’s where we discuss our process for developing assessment questions an
Episode page & show notes →
May 9, 2022 · 00:16:51
2022 Episode 29 – Monitoring progress, showing immediate impact, and keeping stakeholders engaged is an important part of project status reporting. In this episode, we discuss a few ways for measuring and monitoring project progress, as well as, celebrating ke
Episode page & show notes →
April 25, 2022 · 00:15:52
2022 Episode 28 – Hey, who was that person that worked on the customization of XYZ software? Who was the vendor that made the decision to fill in the requirements gaps during the implementation process? It is a substantial risk to any organization not to plan
Episode page & show notes →
April 11, 2022 · 00:14:15
2022 Episode 27 – Taking a risk management approach to project planning. Thinking through large-scale risks and assigning cost to those risks will help focus resource allocation in your project plan. Does this approach add more time to the planning process? Is
Episode page & show notes →
March 28, 2022 · 00:14:50
2022 Episode 26 – Internal and external key resources to have on your team to get your information governance (IG) projects completed. From IT to Legal, but more importantly, the business side of your organization. Maura Dunn and Lee Karas discuss how selectin
Episode page & show notes →
March 14, 2022 · 00:15:20
2022 Episode 25 – In this episode, we discuss developing a detailed project plan for implementing your information governance projects. From simple to complex projects, learn certain activities and tasks that you should build into your project plan that will h
Episode page & show notes →
February 28, 2022 · 00:13:30
2022 Episode 24 – In this episode, we discuss business case development for moving your information governance initiatives forward through your internal process. We include areas where you can find hard and soft costs to use in your return on investment calcul
Episode page & show notes →
February 14, 2022 · 00:14:52
2022 Episode 23 – In this episode, we talk about our approach to information governance projects resulting from your information governance roadmap and taking into consideration high risk areas and high-level business strategy. Listen as Maura Dunn and Lee Kar
Episode page & show notes →
January 31, 2022 · 00:14:16
2022 – In this episode, we break down information governance initiatives into phases to strategically span multiple years and show actionable progress along the way. Listen as Maura Dunn and Lee Karas talk about the importance of establishing the appropriate p
Episode page & show notes →
January 17, 2022 · 00:14:40
2022 – We work with organizations to develop an information governance roadmap to illustrate, at a high-level, how they can go from current state assessment to an improved information governance program end state. Listen as Maura Dunn and Lee Karas discuss how
Episode page & show notes →
January 3, 2022 · 00:16:55
2022 – How to use a visioning discussion to determine your information governance program’s near, mid, and long-term goals. Listen as Maura Dunn and Lee Karas discuss the best way to setup, prepare, and lead a visioning discussion for your information governan
Episode page & show notes →
December 21, 2021 · 00:13:13
Business process redesign may be in store for organizations storing records in 3rd Party repositories, SharePoint sites, file shares, or e-mail. It may be best to initiate a business process redesign to drive employees to use the organization’s systems of reco
Episode page & show notes →
December 6, 2021 · 00:18:52
Workarounds and manual processes can lead to serious risk for your organization. Two specific risks are discussed in detail in today’s episode. Look out for these specific workaround risks in your organization and learn what to do to keep your organization com
Episode page & show notes →
November 22, 2021 · 00:19:20
Information governance risks and solution selection – not a trivial task. Reviewing the list of top risks found after performing an information governance assessment can be overwhelming. Finding a solution to address more than one risk can be a daunting task.
Episode page & show notes →
November 12, 2021 · 00:14:09
This is the final part of this three (3) part series that pertains to a valuable tool called an Enterprise Information Map (EIM). An Enterprise Information Map provides a comprehensive view of all of the information systems throughout your organization and how
Episode page & show notes →
November 10, 2021 · 00:15:36
This is part two (2) of a three (3) part series that pertains to a valuable tool called an Enterprise Information Map (EIM). An Enterprise Information Map provides a comprehensive view of all of the information systems throughout your organization and how they
Episode page & show notes →
November 8, 2021 · 00:12:30
This three part series pertains to a valuable tool called an Enterprise Information Map (EIM). An Enterprise Information Map provides a comprehensive view of all of the information systems throughout your organization and how they interact. An EIM catalogues w
Episode page & show notes →
October 25, 2021 · 00:11:47
How do you decide which information governance challenge to tackle first within your organization? In today’s episode, you will learn three key approaches for prioritizing your organization’s information governance challenges that TrailBlazer uses to help sort
Episode page & show notes →
October 11, 2021 · 00:15:20
TrailBlazer’s framework facilitates regulatory compliance and addresses critical aspects of an information governance program. Our framework takes into consideration various components to ensure program implementation is comprehensive. The components of TrailB
Episode page & show notes →
September 27, 2021 · 00:17:55
In this episode, we discuss the importance of Sponsors, Champions, Liaisons, Steering and Governance Committees for driving an organization’s Information Governance Program forward. Change management is a large part of moving an organization towards regulatory
Episode page & show notes →
September 13, 2021 · 00:13:16
You may find recordkeeping strengths during your data and information management assessment that are worth capitalizing on to use within other departments of your organization. Capitalizing on recordkeeping strengths found within your organization can facilita
Episode page & show notes →
August 30, 2021 · 00:15:15
Finding unexpected data and information governance risks. It is very possible that you may discover unexpected data and information governance risks and vulnerabilities that may cause your organization serious problems. In this episode of What Counts we discus
Episode page & show notes →
August 16, 2021 · 00:14:41
Can workarounds and shadow repositories be putting your organization’s data and information at risk? Do your employees fill gaps in business processes when the systems they use are not convenient? Data and information management workarounds and shadow reposito
Episode page & show notes →
August 2, 2021 · 00:16:20
You may have a surprise finding from your data and information assessment interviews that cause you to be non-compliant with company policies. If you ask why during a data and information management assessment interview be prepared to get a surprise. You may f
Episode page & show notes →
July 19, 2021 · 00:14:02
Scheduling strategies for data and information management assessment interviews. Easy process, right? Actually, it’s not as simple as one would think. Should you start with top leaderships positions, should you start with mid-level positions, or should you sta
Episode page & show notes →
July 6, 2021 · 00:12:29
Selecting the right interviewees for your data and information recordkeeping assessment is a critical component to understanding the flow of information throughout the organization. This is not a simple process. Sometimes the interviewees are selected for you,
Episode page & show notes →
June 21, 2021 · 00:15:06
If you are planning on performing a data and information management assessment within your organization, consider listening to the information discussed in this episode. Listen as Maura Dunn and Lee Karas discuss the data and information background collection
Episode page & show notes →
June 7, 2021 · 00:21:35
In this episode, consultants from TrailBlazer Consulting, LLC, Maura Dunn and Lee Karas talk about how to best structure your information and data assessment questions to get the appropriate results. Sometimes, it might just be best to have a conversation with
Episode page & show notes →
June 7, 2021 · 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.
Episode page & show notes →
June 3, 2021 · 00:20:08
Is it a challenge to find something in your co-worker's office or on their computer?
Episode page & show notes →