Eventually automated emails get ignored During the discovery and development phase of implementing a new AMS, it is not uncommon for staff to ask for automated emails from the system to alert staff to certain changes that are occurring. A couple of common examples: I’d like the system to send me an email when a …
The challenge the AMS providers see Over the years I’ve asked AMS providers what they see as the biggest challenges their customers face when it comes to successful data management. Two issues always rise to the top: Not knowing all of the features available in the system. I see this a lot with my clients. Very often …
Be careful about “solutioning” too quickly One of the great things about software developers is that they tend to be “solutions-oriented.” By that, I mean that if you give them a particular data management challenge, they want to figure out some way the software can address that challenge. This is a good thing! But too …
What’s our next action? As you can imagine, I spend a lot of time in meetings (I bet you do, too!). If the meeting has to do with a specific project (e.g., a system selection or implementation project), there are two rules I try to adhere to as much as humanly possible: Anything that can …
Don’t automate for the sake of automation I’m the laziest person in the world. I LOVE it when I can make the computer do the work for me. For example, I have all kinds of macros set up on my computer to type words for me faster than I could type them myself. So I’m …
Don’t forget about what got better Negativity bias is the tendency to focus on only those things that aren’t working, rather than focusing on what has improved. I’ve observed that during a switch from one AMS to another, frequently staff will fall into this trap. The result can be as simple as spending too much time on …
Give a little at a time rather than taking away I’m sure there’s research somewhere that explains this phenomenon*, but in my experience, most people are more bothered when you take something away from them than they are when you give them very little to start with and add as needed. Here’s what I’ve seen: …
First, you gotta have the data When I work with clients on a new AMS selection and we’re discussing what they want to be able to do with a new system, it’s very common to hear something like: “We want to be able to report on a range of demographics about our members.” Early on …
Work on your relationship with your AMS vendor It is no coincidence that my most successful clients are those that have a very strong relationship with their AMS vendor. I’ve written in the past about how buying an AMS is more like getting married than buying, for example, a new car. It’s possible (even likely!) …
Dashboards for Data Integrity I’ve written a bunch on data integrity reports. (Click here for some examples.) The purpose of a data integrity report is to find potentially erroneous data in your system, so you can clean it up. I’ve also written a lot about dashboards. (Click here for some examples.) Dashboards are simply reports …