First, you gotta have the data When I work with clients on a new AMS selection and we’re discussing what they want to be able to do with a new system, it’s very common to hear something like: “We want to be able to report on a range of demographics about our members.” Early on …
Work on your relationship with your AMS vendor It is no coincidence that my most successful clients are those that have a very strong relationship with their AMS vendor. I’ve written in the past about how buying an AMS is more like getting married than buying, for example, a new car. It’s possible (even likely!) …
Dashboards for Data Integrity I’ve written a bunch on data integrity reports. (Click here for some examples.) The purpose of a data integrity report is to find potentially erroneous data in your system, so you can clean it up. I’ve also written a lot about dashboards. (Click here for some examples.) Dashboards are simply reports …