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R and D Team

  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.

    Do you need to get an NDA signed?

    Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...

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  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.

    What is a business record?

    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...

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  • Awareness campaign: AI chatbots

    Awareness campaign: AI chatbots

    Let’s be real: Your employees are already using generative AI and chatbots to boost their work.  Before they slip up and accidentally share sensitive information or breach IP protections, display these awareness materials where they’ll...

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  • Video: AI Chatbots

    Video: AI Chatbots

    Your employees are eager to leverage AI Chatbots—and while having robots help us work is cool, it also poses some serious risk.  Help them understand how to use AI Chatbots without introducing a whole host of risks with this easy to digest...

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  • Give your teams the clarity they need when it comes to handling and managing personal data. 

In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it and delete it.

Add this micromodule to theAnnual Refresher Course & Code Obligations Job Aid or pair with our Is this personal data? infographic, and deal with less data breaches and reports of misused data.

    Handling personal data (mini-module)

    Give your teams the clarity they need when it comes to handling and managing personal data.  In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it...

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  • Module: Personal Data & Privacy

    Module: Personal Data & Privacy

    You don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them. Make it clear that they just need to know the...

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  • Gathering information for a personal data request

    Gathering information for a personal data request

    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...

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  • Received a request to transfer data?

    Received a request to transfer data?

    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • Can I use personal data for this purpose?

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

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  • Check before you collect personal data

    Check before you collect personal data

    Collecting customer information is easy. Making sure your employees know if it’s legal might not be. This sleek awareness piece reminds your employees to make sure it’s OK before they collect or start using it for a project.

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  • Collecting sensitive personal data?

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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  • Writing for Compliance

    Writing for Compliance

    Writing that motivates others to act and follow standards is a talent that doesn’t come naturally to many of us. After years of academic and professional pressure, we default to using fancy schmancy words and over-explaining things—cluttering...

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  • Classify, Value, Ship

    Classify, Value, Ship

    Trade compliance isn't easy or intuitive, but this graphic makes it that way.

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  • Do you really need it?

    Do you really need it?

    Being mindful of privacy issues before your team obtains info can prevent the problems in the first place.

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  • Social Media for Sensitive Projects

    Social Media for Sensitive Projects

    Don’t let your employees give away secret information for free. This handy decision tree shows employees the potential pitfalls of social media use while working on highly confidential matters. Postings pics, tagging coworkers/vendors, checking...

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  • Want to collect customer data?

    Want to collect customer data?

    A handy infographic based on FTC guidance, this walks your teams through the main issues involved in collecting and using customer data. Rather than give hard-and-fast rules, this piece asks critical questions about the use of customer...

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  • Do you really need that data?

    Do you really need that data?

    Just because it's possible doesn't mean your team should do it. Urge them to be mindful in how (and why) they collect data.

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  • Would you trade on it?

    Would you trade on it?

    This graphic guide simplifies the types of information that should be protected to avoid insider trading. Without getting too far in the weeds of securities terminology (woof), this piece highlights common categories of material non-public...

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  • Demonstrating can be exporting

    Demonstrating can be exporting

    Trade compliance is complicated, but this bold and simple graphic helps your folks know that showing can be exporting.

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  • Seeing can be exporting

    Seeing can be exporting

    This gripping visual brings home the non-intuitive fact that even visual access can constitute an export.

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  • If they can see it or hear it, it might be an export

    If they can see it or hear it, it might be an export

    This graphic raises awareness that exports aren't obvious—any kind of access to documents or information can implicate trade compliance.

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  • Describing can be exporting

    Describing can be exporting

    This bold tool illustrates that simply talking can implicate trade compliance.

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  • Sending something internationally?

    Sending something internationally?

    Do your employees know sending docs or materials abroad could get them into trouble? Make sure they know what to do.

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