It’s ALWAYS about expectations The headline reads: “Tesla sets record for vehicle deliveries, an increase of 40% over a year ago.” This is great news, right? I mean, they set a record! But not so fast. The next sentence reads: “However, the fourth-quarter numbers fell shy of analysts’ expectations.” Ahhh, “expectations.” They set a record, …
It’s hard to get UNangry I often emphasize to my clients the importance of testing and training. When a new system (or new functionality) is rolled out, you have to be sure things have been tested properly (so that it actually works) and you need to be sure staff is trained on how to use …
Some history IS important! When I’m advising clients on data conversion (moving data from one system to another) my advice is always the same: “Convert as little data as possible.” There is one big exception to this rule: volunteer and award history. Almost all volunteer history (and certainly all award history) should be kept, essentially …
“Many mickles make a muckle.” “Many mickles make a muckle.” – George Washington Apparently, this was an old Scottish saying (and a favorite of George Washington’s) that means “things add up.” Over time, many little things can become big things. This is absolutely true when it comes to managing data. Many little decisions and actions we take …
It’s easy to collect; it’s harder to manage The beauty of today’s highly configurable AMS products is that they make it very easy to collect and store data. But configuring the system is actually the easy part. The “hard” part is ensuring there is a process in place to collect and manage the data and that …
Tell them why you want the data Because data is so easy to collect these days, there’s a tendency to try to collect all kinds of data about our members and customers, in the hopes that “maybe we’ll use that data eventually.” One of the (many) problems with this approach is that our members and …
Don’t get hung up on something minor I’m a problem solver. I love to solve problems. Which is great until it’s not. One trap for problem solvers like me is trying to solve a problem that really doesn’t need to be solved. I see this happen a lot in data management, especially as it pertains to …
Be flexible, especially for unusual requests One of the great benefits of off-the-shelf association management software (AMS) products is that the products are “built for the masses,” meaning the functionality that most associations need (e.g., membership, events, committees, etc.) is already built into the system in some form or another. Because the products are meant to appeal to the …
“Her eyes were bigger than her stomach.” When I was a child, my siblings used to joke about how one of our sisters, on the rare occasion when we ate at a restaurant (like McDonald’s!), was well known for ordering way more food than she could eat. Later in life I heard the phrase “Her eyes …
Once you buy crap… “When you buy something cheap and bad, the best you’re going to feel about it is when you buy it. When you buy something expensive and good, the worst you’re going to feel about it is when you buy it.” – grandmother of Sasha Aickin, former CTO at Redfin. I love this …