Data Management

The Number of Test Scenarios Illustrates How Complex Your Business Rules Are

During the process of implementing a new AMS, one of the steps you’ll take is creating and testing scenarios for different functionality within the system. For example, what will the online join process consist of? What will the customer or member experience when they login to join or renew? And what are the different potential …

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EVERY System has duplicate records. Get used to it!

One of the most common challenges all of my clients face is duplicate records. And the simple fact is, even the very best managed databases have some duplicate records. They are impossible to avoid. Why? There are several reasons: Your members use multiple emails. As a result, they may create new records that your system doesn’t …

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You're not special (when it comes to data management)

I don’t mean to sound harsh, but the truth is, when it comes to data management, your association is probably a lot like most other associations. You probably manage membership, meetings, committees, product sales, and so on. And what this means is, there is probably an off-the-shelf association management software (AMS) system that can support the data …

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Users are important, but don't forget about your data consumers

Last week I wrote about an association with 60 staff but only six users. Today I want to talk about the flip side of that: those staff who are not necessarily users of the system, but consumers of the data. A great example of this is advocacy/government relations. In my experience, while the advocacy/GR department …

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60 staff but only six users; and that's OK

I was working with an association recently, helping them select a new association management system. The association has 60 FTEs, working on a wide variety of issues including regulatory and government affairs. As we worked through the process of identifying their functional needs, it became apparent that although they have a relatively large staff, the number …

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Are your customers' passwords hidden from staff view? They should be!

Are the passwords for your members and customers in your database hidden from staff view (e.g., hashed out or showing a blank field)? Or can you staff see the password that your member has set up for him or herself? Customer passwords should be hidden from staff for one simple reason: As humans, most of keep only …

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