Documents and drives
Usually Dropbox, SharePoint or Google Drive. Proposals, procedures, reports and templates.
Knowledge
The written know-how of the business. Often the most structured records a company has.
CAD and design files
For businesses that build or manufacture, the CAD drawings, specs and revisions.
Project tools
Boards, task lists and status updates that show how work moves between people.
Sales, orders and operations
Where sales, orders and money are formally recorded.
CRM
Pipeline stages and account notes, plus the quotes and follow-ups on every deal.
Accounting and ERP
Orders, invoices, inventory and close workflows, with account details excluded as you choose.
Code
Code reviews, repositories and issue history from software teams.
Communication
Where your team speaks with customers, suppliers and one another. In these threads you see the reasoning as well as the outcome.
Often Gmail, Microsoft 365 or Outlook. Threads with customers, coordination with vendors and internal discussion.
Team chat
Slack or Teams. Channels where your team answers questions and works out problems.
Support tickets
Systems for help desk tickets. Each ticket shows a problem, the replies, and how it was resolved.
Why some records matter more
Records are most useful when they capture work in progress, such as a question with its answer, a draft with its revision, or a request with the steps that resolved it. A longer history adds value, because it shows one type of task being handled many times. Records that are only final outputs, with none of the reasoning around them, tend to carry less weight.
Choosing which systems go in
No one system is a requirement. Some companies scope in email and documents only. Others include tickets and project tools as well. While scoping you pick one system at a time and set the date range for each.
Before anything is shared, sensitive data from any system may be kept out or de-identified. Unsure if a system counts? Bring it up when you speak with the License Your Data specialist, who will discuss it.
Most companies run a mix of tools collected over the years. Worth raising too: legacy tools with a long history, not just the ones in daily use today.
Find out what your software might fetch.
It all starts with the size of your team. It is free and creates no obligation.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.