Take snapshots of data

One of the most common requests I hear from my clients is the ability to compare year-over-year statistics on things such as membership counts (e.g., how many associate members did we have last year on January 1, versus this year?). Year-over-year comparisons can be...

Low-hanging fruit

I’ve always loved the phrase “low-hanging fruit.” It creates such a great visual in my mind, the idea that I can easily get what I want by just reaching up and grabbing it. The idea, of course, is that when starting off a new project, look for some...

Data management is never “done”

One of the most common services I provide my clients is system selection and implementation. Simply put, I help my clients select software and then help them get that software up and running. With projects like these, there is a clearly defined end-goal: choosing...
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