Why bother with a consultant when I have AI? As AI becomes increasingly powerful, the value of using an AMS selection consultant (and many other types of consultants!) starts to come into question. After all, with very well-constructed prompts and responses, an association could develop a very solid needs analysis and RFP that could be used to […]

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 […]