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

Consumer demands change and technology changes

October 2, 2024

Consumer demands change and technology changes When I work with clients on the selection of […]

Why I write

September 25, 2024

Why I write Thirty years ago, I started a new job as director of membership […]

DAN – The Data Analytics Network

September 18, 2024

DAN – The Data Analytics Network I’m a huge fan of users groups (both internal […]

Process before technology

September 11, 2024

Process before technology In a conversation with a client recently, I was reminded (yet again) […]

Opting out and communication preferences

September 4, 2024

Opting out and communication preferences Last week’s newsletter discussed the need for associations to collect mobile […]

Are you collecting mobile phone numbers? You should be.

August 28, 2024

Are you collecting mobile phone numbers? You should be. Are you collecting (and using) the […]

Spend less time on data management and more on higher value activities

August 21, 2024

Spend less time on data management and more on higher value activities Data management is very […]

Change anything you want, except your name!

August 7, 2024

Change anything you want, except your name! This is an oldy but a goody, but […]

If you don’t trust your vendor…

July 24, 2024

If you don’t trust your vendor… When I start an AMS selection project with a […]

Your RFP should go to no more than five vendors!

July 17, 2024

Your RFP should go to no more than five vendors! As a rule, when I […]

Leave a Comment

Your email address will not be published.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

Scroll to Top