Inventory worksheet7 fields

Start with an inventory of your data

A data inventory is a list of the systems that hold your records, so you can decide what to offer and what to leave out. Build it before you talk to a buyer, because every later step depends on it. Record these fields for each system.

Wiki, help desk, CRM, project tracker, shared drive, chat

Why it matters Each system has its own export options and terms

SOPs, tickets, deals, project files, messages

Why it matters Decides how hard the personal-data cleanup will be

The earliest and latest record

Why it matters Buyers say history is one of the things they weigh

A count of documents, tickets or accounts

Why it matters A buyer needs to know the scale

Written by employees, contractors, customers or vendors

Why it matters Decides whether you own it

Which fields hold names, contact details or IDs, and whether free text does

Why it matters Sets the removal effort

Customer contracts, NDAs, tool terms

Why it matters Can rule out whole record types

Your inventory

0 systems

Systems added to the inventory, one numbered line each
No. System Record types Date range Rough volume Authorship Personal data Contract limits Remove
No systems added yet. Each one you add appears here as a numbered line.

Your entries stay in this browser.

Does your company have 30+ employees?

We refer companies with 30 or more full-time employees in the markets this checker covers. Four questions show whether yours fits, without sharing any files.

Check eligibility