Often Gmail, Microsoft 365 or Outlook. Customer threads, vendor coordination and internal back and forth.
Communication
Where your team talks to customers, suppliers and each other. These threads show reasoning, not just results.
Team chat
Usually Slack or Teams. Threads and channels where problems get fixed and questions get answered.
Support tickets
Systems for help desk tickets. Every ticket records a problem, each reply and how it got resolved.
Sales, orders and operations
Systems that hold the official record of sales, orders and money.
CRM
Account notes, pipeline stages, quotes and the follow-ups behind each deal.
Finance and ERP
Inventory, invoices, orders and month-end close, with account details removed at your choice.
Code
Repositories, code reviews and issue history for teams that build software.
Knowledge
The know-how of the company, in writing. Often the best organized records a business holds.
Drives and documents
SharePoint, Dropbox or Google Drive. Templates, reports, procedures and proposals.
Design files and drawings
CAD drawings, specifications and revisions for companies that build or make things.
Project tools
Task lists, boards and status updates showing how work passes between people.
Why some records matter more
The most useful records show work in motion: a question and its answer, a draft and its revision, a request and the steps taken to close it. A longer history adds value, because it shows one type of task being handled many times. Records that hold only end results, without the reasoning behind them, tend to matter less.
How systems are chosen
Nothing requires a given system. Some companies put only email and documents in scope. 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 businesses use a mix of tools picked up over time. Worth raising too: legacy tools with a long history, not just the ones in daily use today.
See what your systems might be worth.
Your team size is where the estimate begins. No fee, and no obligation.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.