Your team owns the build.
Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.
Explore courses and workshops ↗Help information owners identify records that need a qualified decision.
Which schedule applies? Are there active holds? Who can approve disposal and verify completion?
AI does not establish legal retention obligations or delete records independently. Hold and exception checks must precede action.
We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.
Pilot a non-destructive review on a known collection and compare findings with records-owner decisions.
Measure misclassification, missed exceptions, uncertain dates and review effort.
Record accepted decisions and execute disposal only through the approved controlled process.
Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.
Explore courses and workshops ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.