Try flowcharting your processes Working with a client recently on their membership join process reminded me of the tremendous value of putting your processes into a flowchart. In their case, a single membership join (organization) requires asking three questions before the correct “join path” is determined. Drawing a flowchart of this decision process will help provide them …

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“I just want a system I don’t have to fight with.” I asked my client: “What are you looking for in a new AMS?” She responded: “I just want a system I don’t have to fight with.” And it struck me that this is how A LOT of my clients feel about their data management systems; that …

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Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d be willing to bet you have data in your system that you are no longer actively managing/using (e.g., data that was collected long ago for some initiative at the time) or, worse yet, actively collecting data that you aren’t actually …

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What Are You Doing with New Contacts/ I was very interested to read in a recent report from McKinley Advisors that, with the shift to virtual events, many associations are reporting “up to 70% new participants in their ecosystem.” What that means is these associations are introducing new names to their databases. (Click here to …

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Be Aware of Selection Bias I wrote recently about the mistaken perception of older members not being tech savvy. (You can read that here.) One of my astute readers, Will Slade at Protech, pointed out the following (I’m paraphrasing): “It’s possible that the reason many associations perceive older members to be not tech savvy is …

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