It’s hard to get UNangry I often emphasize to my clients the importance of testing and training. When a new system (or new functionality) is rolled out, you have to be sure things have been tested properly (so that it actually works) and you need to be sure staff is trained on how to use …
Some history IS important! When I’m advising clients on data conversion (moving data from one system to another) my advice is always the same: “Convert as little data as possible.” There is one big exception to this rule: volunteer and award history. Almost all volunteer history (and certainly all award history) should be kept, essentially …