Data Accretes One of my very first jobs in the association world was managing the production of a printed directory, a buyer’s guide. Within this buyer’s guide was a list of over 500 different “categories” of equipment. And each time the directory was updated, the number of categories expanded (members always had some new super-special category that didn’t fit […]
Don’t be so lazy… One of the things that attracted me to the software world is how good software can really make your life easier. As I like to (half) joke, I’m incredibly lazy, so I like the software to do as much of the work for me as possible. But the reality is, sometimes
Don’t Try to do Everything at Go-live When implementing a new AMS, there is a tendency to try to get everything done and “in the system” prior to go-live. After all, you’ve got this shiny new system with all kinds of new functionality. Why not go for it and have it do everything it can
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Make sure your system has broad support An AMS vendor pointed out to me recently the danger of buying a new AMS (or any enterprise software, for that matter) based on the passion of one person. As he put it, “I have seen this more than a handful of times, but when that one person drives
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You have to have the right people in place This may seem obvious, but I’ll say it anyway: All the best technology and all the correct processes can’t fix people. If your staff won’t do the work, it won’t get done. I’ve had clients in the past who struggled with getting their systems to work. They spent
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Ask “What” not “Why” As a consultant, one of my favorite questions to ask my clients is “Why?” As in, “Why are you doing that?” Asking “why” can be an effective way of determining if a process is actually doing what is expected or needed. But I recently came across an article that referenced the book
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Engagement is Measured by the Customer I’ve written a bunch about measuring engagement in the past. (Click here to read one of my favorites.) But one thing that’s critically important to understand is that ultimately, engagement is not measured by the association, but by the member or customer. Click here for an example of what I mean. For some
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Yes, you do have a process for that When I work with clients on pretty much any issue, a question commonly asked is “What is your process for doing X?” (For example, “What’s your process for onboarding new members?”) Very often my client will respond “We don’t have a process for that.” But that answer
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“Correct your mistakes before they become your habits” Yet another great quote from James Clear: “Correct your mistakes before they become your habits.” In the data management world, you might hear this more commonly as “We’ve always done it that way.” The following is a true story: During a conversation with a client, I learned that after
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Sometimes it’s a process issue When I work with clients on developing a needs list for functionality in a new AMS, one thing that often comes up is the need to track award winners. Whether it’s awards for individuals or organizations, the association (rightfully) wants to track who the winners were, so that the history is captured and
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