Guide
Building a business data inventory
By SourceX Editorial · Updated
Draft under editorial review.
Short answer
List the systems your team works in, what's inside, how many years they cover and whether they export. It takes about an hour and is the first step to knowing what you have.
How it works at a glance
- 01
Supply
- 02
Rights
- 03
Preparation
- 04
Approval
- 05
Delivery
What to know#
- Systems and record types
- Years covered and rough volume
- Export options
- Owner and rights questions
What to check#
- Ask each system owner
- Leave out real record content
- Use the free inventory builder
How SourceX handles it#
- We assess fit before you share anything.
- Rights and laws are reviewed deal by deal with counsel.
- Personal details are removed and checked.
- Your company approves every release.
Quick check#
| Question | If yes | If no |
|---|---|---|
| Are your rights clear? | Move to preparation | Review contracts first |
| Can you export? | Plan the export | We'll guide alternatives |
Check your fit
FIT ASSESSMENT / 0 OF 5 ANSWERED0%
Q1 / 05 · COMPANY SIZE
How many full-time employees at your peak?
Frequently asked questions
Do I need exact numbers?
No. Rough volumes are enough to start.
Is this legal advice?
No. It's general guidance; your counsel should review your deal.
Related
General information, not legal advice. Editorial policy.
See if your company qualifies
A short company assessment. No data uploads are needed.