Guardrails can be helpful! When selecting a new AMS, I find my clients are often very tempted by custom software or “platform” systems (e.g., built on Salesforce or MS Dynamics) because these systems are infinitely configurable. After all, if I can make the system do anything I want, that’s a good thing, right? Well, maybe. In […]

“If you knew this information, what might you do differently?” I had a conversation with a client recently about developing KPIs, reports, and queries from their forthcoming data warehouse. My client said: “We have a ton of requests for KPIs and reports. How do we determine which to focus on first?” My response: “When someone requests a dashboard […]

Showing is not teaching In my experience, when new staff members are taught how to use their AMS (or LMS, CMS, FMS, etc.) they aren’t really taught how to use the system, they are shown how to use it. So what’s the difference? In a nutshell, showing only covers the “how” and “what.” But teaching […]

Who own the AMS company is like the weather… When I work with clients to find a new AMS, one of the most common questions I get is: “Is the software company owned by private equity or is it privately owned?” While I think this is a legitimate question to ask and have answered, it […]