Information discovery
Identify important data sets, document locations and the business processes that depend on them. Record owners, access routes and obvious duplication so the organisation has a clearer starting point for improvement.
Give business information clearer ownership, access and working rules. We help organisations review where important data lives and how it is used, creating practical foundations for collaboration, reporting and responsible adoption of AI.
Information can become difficult to manage long before a business considers a formal data programme. Teams maintain separate customer lists, shared drives accumulate old project files and no one is quite sure who can approve access. The effect is both operational friction and uncertainty about responsibility.
We help you start with the information that matters most and the people who understand it. The work connects technical configuration with decisions about ownership, quality, sharing and retention. It is designed to support your organisation’s policies and specialist advice, rather than claim that one tool can resolve every information obligation.
Identify important data sets, document locations and the business processes that depend on them. Record owners, access routes and obvious duplication so the organisation has a clearer starting point for improvement.
Agree who can make decisions about each important information area. Define shared terms and responsibilities where inconsistent records are affecting reporting, customer work or the handover between teams.
Review how information is made available to staff and external people. Connect permissions and sharing settings with business ownership, so access changes have a clear approval route and do not depend on informal workarounds.
Translate agreed policies into practical ways to create, retain, archive and remove information. Identify technical dependencies and any decisions requiring input from your legal, privacy or records-management advisers.
Start with a critical information area or a known operational problem. Identify owners and the systems used to create, share and maintain the data.
Define ownership, access and quality expectations with the business. Map those decisions to the configuration and working practices that need to change.
Implement the agreed improvements and explain them to affected teams. Review exceptions and new requirements as information and business processes evolve.
Your proposal sets out the systems, deliverables, responsibilities and service arrangements included. We agree these before work begins.
Something else on your mind?
Talk to usNo. Smaller businesses also benefit from knowing where important information lives and who owns it. The work can start with a focused area, such as shared client documents or data used in management reporting.
Our role is to help with the technology, information processes and agreed controls. Legal interpretations, retention obligations and specialist compliance decisions should be confirmed by the appropriate advisers and business owners.
Clear ownership, usable information and appropriate access are useful foundations for evaluating AI tools. A governance review can identify information problems that should be addressed before a pilot or wider rollout.
Read the related guide online, or request a printable help sheet for your team.
Explore the related help sheetExplore how support, protection and ongoing improvements can form part of one coordinated plan for your business.
Meet Strata MomentumAssess where Microsoft 365 Copilot could help your organisation and what needs preparing first.
Explore the serviceTurn repetitive business tasks into controlled, understandable workflows.
Explore the serviceBuild reporting that helps people make clearer business decisions.
Explore the serviceTell us about your current setup and what you want to improve. We will help you define a practical starting point.