Associations are complex businesses! One of the reasons managing data at an association can be so challenging is because associations are very complex businesses. The simple fact is a typical association of almost any size is selling multiple product lines (e.g., membership, events registration, sponsorships, products, etc.) and very often these product lines have a broad range of variables …
Snapshots are required Recently a couple of different clients have asked me why it’s necessary to take a snapshot of data (e.g., a member count) in order to track the history of data (e.g., comparing year over year membership counts). They ask: “Why can’t we just query the data from last year?” The answer? Because your …
“It’s in the database…” I often joke with my clients that AMS nirvana looks like this: When someone asks “Where is the data about topic X?” the answer is always “It’s in the database.” Q: “Who were the award winners in 2019?” A: “It’s in the database.” Q: “Which meetings did this person attend in the past …
Using the Pomodoro Technique for data management I’m a huge fan of the Pomodoro Technique, which is a time management technique for breaking down larger projects into bite-sized pieces. I’ve found for someone like me who can be easily distracted, it’s a very effective way to stay on task. When it comes to data management, and especially …
Using the Pomodoro Technique for data management Read More »
You need a PLAN to deal with duplicates Here’s the thing about duplicate records: No matter what you do, you’ll never get rid of them completely, because humans are human. Whether it’s a staff member creating a duplicate record because they forgot to check if the record exists, or it’s a customer who doesn’t want …
Asking for more is a good sign… A client who had recently implemented a new AMS told me: “I’m concerned because even though we’ve only recently gone live, I’m already getting requests from staff for all kinds of new functionality.” I told her, “Believe it or not, that’s a good thing!” and went on to …
Take action… “The greatest wisdom not applied to action and behavior is meaningless data.” – Peter Drucker This is my favorite quote about data. As I always tell my clients, “Don’t collect data you’re not going to use.” And by “use,” I really mean “take action on.” Putting the data into a report and saying …
The Rule of 100 and 1,000 revisited I’m finding that the “Rule of 100 and 1,000” comes up quite often in discussions with clients, so thought it was a good time to revisit it. (You can read more about the rule here and here.) I was recently talking with a client about how they should …
You gotta wanna Long ago I heard a training consultant say you can’t train people who don’t want to learn. Or as he put it, “you gotta wanna” learn. And so it is for data management. In order to really be successful, you “gotta wanna” be successful. And what does that look like? Here are a …
Be careful not to overbuy I recently spoke with an association of ten staff that was struggling with their current AMS. One of the primary reasons they were struggling is because this particular AMS is very, very powerful, but also requires a lot of care and feeding to really make the system work. With only 10 …