The industries we serve

Each page covers the records that tend to count in that industry and the concern owners there raise first.

Firms selling expertise write much of it down: how work gets scoped, how problems get solved and how projects get handed over. Software companies and professional services firms belong here. Operating routines at insurance and finance firms can be included, while account data on customers and policyholders is excluded or de-identified.

Healthcare organizations, law firms and accounting practices hold records owned by their patients and clients. Scope is set together with the practice and its lawyers, and no client or patient data is included. We give no advice on whether any practice is permitted to license. See accounting practices and law practices.

Coordinating plants, warehouses, carriers and buyers produces a detailed history of what went wrong and how it got solved. Logistics companies and manufacturers each have a page above. Distribution businesses have records much like these, including order changes, returns, backorders and vendor terms.

Field companies record plenty about how they won and completed every job, often across several tools. The calls crews make on site are written into quotes, dispatch records and follow ups, which public sources almost never hold. This group includes construction, HVAC and home services, two of which are covered above.

Pick Other on the form. Nothing changes about how either one works. Most qualifying companies employ 20 or more people full time, have operated for three years or longer and keep records in business software. Smaller teams with years of history may still qualify, so it is worth asking.