Useful history shows what happened and why.

For an AI data partnership, a useful starting point is a connected account of work: the problem, the relevant context, the decisions made and the outcome. File volume alone does not explain that history or establish a commercial value.

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Start with an interpretable workflow

Imagine two project archives. One contains final presentations with no explanation of how they were produced. The other connects a brief, questions, draft revisions, approval and a delivery review. The second archive gives a prospective reviewer more information about the work, although rights, quality and particular requirements still determine whether it is suitable. This comparison is illustrative.

Describe the parts your company retains

A company-level inventory, without disclosing the records
Part of the workflowWhat to describe
Starting contextThe kind of request, brief, ticket or requirement that initiated the work.
Decisions and revisionsWhether discussions, alternatives, review comments and changes are retained.
OutcomeHow delivery, acceptance, resolution or another result is recorded.
ConnectionsWhether related items share a case ID, project reference or reliable timeline.
CoverageThe period, languages, approximate number of cases and known gaps.

Explain quality and limitations

Separate completed cases from unfinished ones, original records from duplicates and retained evidence from recollection. Note major changes in systems or processes. If a workflow’s outcome is unknown, say so rather than treating a status label as proof of success.

Working language, specialist context and the diversity of cases can affect relevance. Buyers set their own requirements; there is no universal employee count, country list, software stack or minimum archive size that guarantees a partnership.

Check availability as carefully as usefulness

A detailed archive can still be unsuitable for disclosure. Identify who can authorise use, contractual restrictions, confidential material and personal information. Do not send samples to prove potential value before agreeing a review process. DataRoyal begins with a company profile and does not take custody of records.

Write a short workflow description

Use this outline: “We do [type of work]. We retain [kinds of records] from [period]. Related records are connected by [method, if any]. Outcomes are recorded as [description]. The main language is [language]. We need to review [known restrictions].” Keep it general and omit customer names and confidential details.

Bring that description to a follow-up discussion after the assessment. It supports a conversation about fit; it does not establish a price.

Start with your company profile.

See a preliminary summary before deciding whether to request a follow-up. No uploads or system connections.

01 Your company02 Your history03 Your summary

No uploads. No system connections. Always your choice.

dataroyal.