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
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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
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“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
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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
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Data management is improvisation I was listening to a podcast recently featuring TV writer Rob Long. During the podcast he said (I’m paraphrasing) that, in order to be successful, one needs to learn to improvise, because nothing in life ever goes as planned. One of my favorite sayings is, “If you want to make God
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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
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“As good or better than me.” I was recently speaking with a software developer working on AI and we were discussing using natural language querying in an AMS. I told him, “The biggest challenge you face is that the first time the AI is wrong, staff will never use it again.” He agreed but then added: “The
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Documentation is insurance In a conversation with a client about their data management needs, the client pointed out that if they lost one or two key staff members, so much institutional knowledge would go with them that the association would have real difficulty managing their AMS. I recommended that they should document all of their key processes so
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It all comes down to fundamentals I’m preparing for a webinar that I’m presenting in a couple of weeks, on using data to improve marketing and communications. This is a presentation (in one form or another) that I’ve made for nearly 20 years, and it includes an excellent case study of one association that dramatically improved their
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Blog post themes over 20 years… I’ve been writing blog posts for nearly 20 years now. WordPress tells me I’ve written over 1,200 posts. So I asked AI to analyze my 1,200+ posts and give me my top three themes. Here’s what it came up with: Data management and data quality – these posts emphasize that data management is
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