The records your team writes every day
The bulk of a company's daily work already exists on paper or screen. You will find what typically qualifies, the systems that hold it and what you may hold back.
Where the records are kept
Mailboxes on Gmail, Outlook or Microsoft 365.
Files
SharePoint sites, Google Drive, Dropbox and team folders.
Chat
Teams and Slack conversations.
Customer systems
Quotes, account notes and CRM entries.
Support
Help desk tickets and replies.
Projects
Boards, task lists and status updates.
ERP and finance systems
Orders, invoices, stock and close routines.
Engineering
Source code, review history and issues.
If your software is missing here, it may still count. What counts is that your company keeps them in business software.
Older systems count too
Many companies have changed tools over the years. An old mail server, a retired project tool or an archive of shared folders can still hold years of useful history. 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 take many forms, and most can be considered:
- Email and chat message threads
- Spreadsheets, documents and slide decks
- Drawings in CAD and technical specs
- Comment histories on tickets and tasks
- Source repositories and reviews
If a format is not on this list, ask about it on the call.
What makes records worth licensing
What counts most is the record of how work was done, beyond what it produced. A thread where a customer problem gets solved. The drafts behind a finished proposal. One ticket traced from complaint to solution. This is the thinking behind routine decisions, and it is exactly what the open web is missing.
Years of records add value too. A collection of records earns its value from the same task being handled again and again by different staff.
How the records are handled
Your originals never leave your systems. Your chosen records are copied by License Your Data, names and identifiers are swapped for placeholders, and you sign off on a sample before anything leaves.
Leaving records out
Exclusions may cover systems, folders, teams or periods of time. Anything sensitive can be stripped out or de-identified ahead of sharing. Law, accounting and healthcare firms set scope together with their own counsel, and client and patient data stays out.
Your records stay yours, and sharing happens only with your approval.
Find out what your records could earn
A free indicative range from just three questions. No obligation.
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