Don’t move too quickly OR too slowly This may sound like a big “duh!” but I’ll say it anyway: When it comes to selecting and implementing a new AMS, don’t move too quickly or too slowly. If you move too quickly, you are very likely to overlook things. During the selection process, this means overlooking functionality […]
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“Your current habits are perfectly designed to deliver your current results.” “Your current habits are perfectly designed to deliver your current results.” – James Clear I’m a big fan of James Clear because much of data management is based on habits. Whatever business process we develop, if we execute it long enough, it becomes habit. And so,
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There is value in just going through the exercise I was working with a client recently on helping them adopt new business rules for managing the customer relationship management (CRM) aspect of their association. The project includes reviewing how staff throughout the organization interact with members and customers, and included discussion of what type of data should be captured,
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Daylight savings and business rules This past Sunday, most of the US observed Daylight Savings Time and moved our clocks one hour ahead. Daylight Savings Time (DST) is a case-study in how bad business rules never go away. Consider: DST was implemented first during WWI and then implemented as federal law in 1966. A classic case
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It’s always about priorities No matter the size or type of technology project, you will always be faced with choosing priorities. What gets done first, what gets done second, what will be saved for Phase 2 (or “phase later” as I like to call it). Every project requires you to determine your priorities. So how
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Only one can be best One of my (many) pet peeves with software vendor marketing is when an AMS company claims “We’re the number one AMS product in the market” or “We’re the top provider of membership software!” Since only ONE company can be “number one,” by definition, all but one of these companies are lying. And
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Seek to simplify When I work with my clients on system selection or implementation, one of the things I love to praise them for is simple business rules. When they tell me things like “Our registration is simple; member or non-member, early-bird pricing, that’s it,” I can barely contain my glee! Too often we’re our
Some problems are not problems “A problem with no solution is not a problem, it’s a fact of life.” This quote, or some form of it, has been attributed to the political philosopher James Burnham. It dawned on me that I encounter this issue frequently with my clients. Because in data management, there many examples
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UI Matters! Almost since I began consulting over 20 years, I’ve noted how important the user interface (UI) of a system is, in terms of user adoption and ease-of-use. On the staff side, the UI matters because the more “pleasant” a user interface is, the more likely staff is to actually use the system. (I define
Be careful with absolutes When I speak with clients I try to be careful about speaking in absolutes. I’ll catch myself saying things like “The only way you can do that…” or “All associations have this challenge…” The proper way to say this is along the lines of “One of the best ways you can
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