Customer vs. staff

Customer vs. staff

In a properly designed AMS, when the customer goes online to your website to do business with you (e.g., join, renew, register for an event, buy a product), the website is interacting directly with the AMS. In other words, any data changes being made by the customer are going directly to the database with no staff intervention required. All modern AMSes work this way.

Because the database is being used by both staff and customers, there is an inherent tension for system design. On the one hand, the customer needs a very simple interface that allows her to quickly and easily take care of the business at hand. On the other hand, staff needs to have complete and total access to all data to manage any type of scenario that arises.

One trap that many associations fall into is trying to design the customer interface to manage as many scenarios (exceptions) as possible. This is a mistake. The customer interface should manage the most common interactions that occur and should make that process as efficient and simple ("idiot-proof") as possible. Anything that is exceptional should be managed by staff.

This is a great place to apply the 80/20 rule. Your customer interface should be able to manage 80% of the interactions and the remaining 20% is managed with staff assistance.

So look at your customer interface and ask yourself: Is it fast and easy to use? Have we tried to accommodate too many exceptions? Make the process for the customer as easy as possible and let staff manage all the hard stuff!

Wes's Wednesday Wisdom Archives

How to save a “failing” project

July 27, 2022

How to save a “failing” project It is not unusual for me to receive a […]

How to avoid the “IT black hole”

July 20, 2022

How to avoid the “IT black hole” Going all the way back to my days […]

The “People” are important!

July 13, 2022

The “People” are important! I’ve written a lot about people, process, and technology over the […]

Always look for the MVP

July 6, 2022

Always look for the MVP I first wrote about minimum viable product (MVP) just three […]

The longer you take, the longer it will take

June 29, 2022

The longer you take, the longer it will take It may sound like a tautology, […]

Data is for action

June 22, 2022

Data is for action When deciding whether or not to collect a piece of data, […]

Have you shopped yourself?

June 15, 2022

Have you shopped yourself? I’ve always been fascinated by the “secret shopper” concept. (Maybe it’s […]

To improve adoption, decrease the friction

June 1, 2022

To improve adoption, decrease the friction “Before you try to increase your willpower, try to […]

“Is this normal?”

May 25, 2022

“Is this normal?” ne of the greatest parts about my job is that I get […]

Give your staff more freedom, not less

May 18, 2022

Give your staff more freedom, not less I often tell my clients, when it comes […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top