California EPR Guide: Simplify Compliance Across States

Most organizations treat reporting as a checkbox to stay compliant. The best use metrics as a competitive advantage: ✅ They win renewals ✅ They justify higher billing rates ✅ They scale teams with confidence That’s why we built OATS Data: → Not just to organize numbers → But to help providers leverage them If you’re still pulling reports at the end of the month, you’re already falling behind. 📊 What if your data spoke back to you daily?

Another success story highlighting the importance of transparent business practices in data recovery. 📊 A recent client shared how they received quotes ranging from $1,000 to $4,000 from various providers, with no clear pricing structure or recovery probability assessment. We provided a detailed recovery estimate before they even shipped their drive, maintained clear communication throughout the process, and successfully recovered 94% of their data for under $1,000. This case reinforces our commitment to making professional data recovery accessible to everyone - from individuals to small businesses who can't afford enterprise-level pricing. 💼 Affordable doesn't mean compromising on quality. It means efficient processes, honest assessments, and putting customers first. #DataRecovery #300DDR #CustomerSuccess #TechSolutions https://buff.ly/3CDvqZB

Ever feel like there’s just never enough time to manage your business data? 😩 It’s not that you’re lazy or bad at organization, it’s usually because your data tasks are scattered all over the place.That simple habit of updating one record here, fixing one file there, or checking one customer detail later… it’s quietly eating hours out of your week. Here’s the deal: When you batch your data tasks say, updating all records at once, cleaning up spreadsheets in one sitting, or reviewing client lists together, you: → Reduce distractions → Maintain accuracy → Get things done faster But most business owners update one sheet today, chase invoices tomorrow, and adjust inventory next week then wonder why their records are always messy. 😅 Here’s what I’ve been helping my clients do: 1. Set fixed data hours e.g., updates every Monday morning. 2. Keep all entries and reports for that time block only. 3. Watch how your business data starts staying clean and consistent without stress. Try batching your data tasks this week. You’ll be surprised how much smoother your business runs when your data finally makes sense. #dataentryspecialist

Ever deleted a parent record in Glide, only to find its child records still hanging around? That’s how you get "orphaned data." It leads to errors, messy databases, and wasted compute power as Glide tries to resolve dangling pointers. To fix this, you need a strict deletion hierarchy. Always clean up the children first. Here is the structure we use for complex, nested delete workflows: 1) Query the Parent (e.g., the Project row). 2) Clear Stakeholders: If they exist, loop through the list and delete each row. 3) Clear Tasks: If they exist, loop through the list and delete each row. 4) Clear Files: If they exist, loop through the list and delete each row. 5) The Final Step: Only once all children are gone do you delete (or archive) the Parent record. 3 Tips for building nested loops: - Map it first: Draw your table relationships before you touch the workflow builder. - Test in isolation: Build and test the "Delete Tasks" loop separately before connecting it to the main flow. - Naming matters: Label your steps clearly so you always know which level of the hierarchy you’re operating on. Taking the extra minute to plan your hierarchy means fewer runtime errors and much cleaner data.

Someone said something to me the other day that stuck - “Do you know what the scariest thing for an Owner’s Rep is?” It’s not when something slips on site. It’s not a budget blowout. It’s when the client asks a simple, big-picture question - “How are we tracking schedule-wise?” - and you don’t have the answer. It’s not because you’re not across the details. You can be completely on top of the day-to-day. The problem is the data. It’s scattered across systems. There’s no standardization. No transparency into where the numbers come from or what they actually mean. No real-time visibility through charts, tables, or dashboards. No self-serve experience for clients who want to explore the data themselves. The result? Owner’s Reps stop being the expert they were hired to be - and become the messenger, waiting on others for updates instead of leading with clarity. The fix isn’t more software, it’s structure — one connected system of record where cost, schedule, and risk data flow together to produce live, transparent, and consistent reporting.

Creating a Business Glossary doesn’t have to start from scratch. Here’s one practical idea: leverage your Record Retention Policy (every company has one). Why do this? Because Record Retention policies use a well-defined taxonomy for record classes! We can use that same taxonomy as domains and subdomains in our Business Glossary. This ensures alignment from the start between Data Governance and Compliance functions. Her is a bonus: Once domains are aligned, we can enrich the data catalog by tagging datasets with retention length. This adds real value for governance and lifecycle management. Bottom line: Start with what you already have!

When was the last time your team asked a simple question. “Do we actually understand the data we are storing?” Think about it. Most enterprises store more data every year. But very few teams know the story behind that data.  𝘞𝘩𝘰 𝘤𝘳𝘦𝘢𝘵𝘦𝘥 𝘪𝘵?  𝘞𝘩𝘺 𝘥𝘰𝘦𝘴 𝘪𝘵 𝘦𝘹𝘪𝘴𝘵?  𝘏𝘰𝘸 𝘭𝘰𝘯𝘨 𝘴𝘩𝘰𝘶𝘭𝘥 𝘪𝘵 𝘴𝘵𝘢𝘺?  𝘞𝘩𝘰 𝘴𝘩𝘰𝘶𝘭𝘥 𝘢𝘤𝘤𝘦𝘴𝘴 𝘪𝘵?  𝘞𝘩𝘢𝘵 𝘮𝘢𝘬𝘦𝘴 𝘪𝘵 𝘶𝘴𝘦𝘧𝘶𝘭 𝘥𝘶𝘳𝘪𝘯𝘨 𝘢𝘯 𝘢𝘶𝘥𝘪𝘵 𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘨𝘢𝘵𝘪𝘰𝘯? Here is what that really means. If you cannot answer these questions, the problem is not your data. The problem is your metadata. And this is where things start to break. 𝗦𝗹𝗼𝘄 𝗮𝘂𝗱𝗶𝘁𝘀, 𝗰𝗼𝗻𝗳𝘂𝘀𝗶𝗻𝗴 𝗿𝗲𝗰𝗼𝗿𝗱𝘀, 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗵𝗶𝘀𝘁𝗼𝗿𝘆. 𝗔𝗹𝗹 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲 𝗰𝗼𝗻𝘁𝗲𝘅𝘁 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗱𝗮𝘁𝗮 𝗶𝘀 𝘂𝗻𝗰𝗹𝗲𝗮𝗿. If you want to understand why metadata decides the strength of your archiving and governance, this blog explains it clearly. Read the full article to see how metadata can change the way your enterprise manages information. https://lnkd.in/gFFiR-n3

“We don’t even know what data we have.” At Open North we hear this from non-profits and local governments all the time. Understanding the data your organization holds is critical for: 📜 Complying with privacy and data protection laws 📊 Data informed decision making 🧠 Retaining institutional knowledge One of the first steps to resolving this is creating a data inventory, as a place to catalogue your most important data. As a part of the Montréal in Common program, we developed a practical implementation guide along with a Data Inventory Project Plan to help organizations begin to better understand their data. We recommend you explore these documents and take a run at creating your own data inventory. If you have any questions we are always happy to help, check out our data management service offerings : https://lnkd.in/giDYuX-X Download the toolkit here: https://lnkd.in/gQkzExGm

The Challenge of Data Overload Data overload is having more information than you can process in a meaningful timeframe. In a small business environment, that can come from all directions, including point-of-sale systems, CRMs, website analytics, social media, accounting software, and industry reports. The result? You might find yourself: ▪️ Delaying decisions because it takes too long to separate the signal from the noise. ▪️ Missing patterns that could flag a risk or opportunity. ▪️ Duplicating work as teams build their own reports from siloed systems. Budget and skills play into this, too. Without the resources for a full analytics department or high-end business intelligence software, many SMBs either rely on basic tools or avoid deeper analysis altogether. And even when the tools exist, someone still has to know how to use them. If you can’t see what’s happening in your business clearly, how can you make confident moves? Learn more about how to turn your data into action: https://lnkd.in/gjRHcjMj

Accounting and finance departments govern more data than ever before. That data needs robust governance to enable the technology driving strategic and cost cutting benefits. Learn about the trend, drivers, and what you can be doing to take control of your data today!