Subscribe to my newsletter EDM News
Get a Systems Tune Up
19 March 2015, by , in Data Management, 1 comment

One of the more important services I provide my clients is what I call a systems audit. The purpose of the audit is quite simple: to determine what is working, and what is not working, when it comes to the systems in use and how data is being managed. (With today’s highly integrated systems, this could include the AMS, the website, a learning management system, and much more.) A systems audit is much like getting a tune-up at the car dealer. It’s an opportunity to do the regular maintenance and possibly identify areas where there are risks or opportunities for improvement.

When the audit is complete, the next step in the process is to determine what can be done to address the gaps that have been identified (i.e., the things that aren’t working correctly that should be). This includes establishing priorities for which gaps need to be addressed first versus those that can wait (or possibly don’t need to be addressed at all) and how you can address these gaps.

Over time, every organization falls into a pattern of behavior when it comes to managing systems and data. A systems audit allows you to see where improvements can be made to ensure your systems continue to run a optimum levels. So whether you do the tune-up yourself or hire an outside expert to do it, if you haven’t had a tune-up in the past year or two, it’s probably time.

About author:
  • Good read. This falls in line with more companies using data driven decision making, which will be one of the key factors in changing the future of business. There is so much great work being done with data analysis and data linkage tools in various industries such as financial services and health care. It will be interesting to see the impact of these changes down the road.

    Linda Boudreau
    Data Ladder

Archives

Sign-up for EDM News

 

 

Testimonials

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
%d bloggers like this: