What Counts?

What Counts?

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.

Episodes

July 15, 2024 16 mins
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.
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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 co...
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June 17, 2024 19 mins
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 ac...
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June 3, 2024 13 mins
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 sponso...
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May 20, 2024 13 mins
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 im...
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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...
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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...
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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...
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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 ...
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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 g...
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February 26, 2024 16 mins
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 w...
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February 12, 2024 16 mins
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 va...
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January 29, 2024 14 mins
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 g...
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January 16, 2024 14 mins
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.
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January 3, 2024 9 mins
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.
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December 18, 2023 12 mins
After setting up your project success factors it’s time to assess the readiness of your people, processes, and technology.
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December 4, 2023 12 mins
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.
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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 grea...
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November 6, 2023 19 mins
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.
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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.
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