Customize staff pages for better user adoption

Customize staff pages for better user adoption

The single most important element to data management success, bar none, is user adoption of your technology. The very best technology, unused, is, well, useless!

There are many aspects to user adoption, but one of the most important is the actual screens or pages that staff users see when working in the database.

If you've got an AMS platform that allows you to configure different views for different users, this is absolutely critical to do.

Some AMS platforms (e.g., those built on Salesforce or MS Dynamics 365, and others) give you very broad control over how you configure the screens of the AMS. This allows you to design a screen so that your users only see the information they need to see to perform their job functions. For example, you can create "views" that are designed for staff doing membership processing (joins and renewals), a different view for processing event registration, and even another view for managing certification.

The point is that, with a little effort on the front-end, you can design screens that make your staff users' life much simpler. That in turn will lift user adoption, which will make your data management efforts that much more successful. So if you've got that level of functionality in your AMS, and you haven't already done this, do it now!

Wes's Wednesday Wisdom Archives

The best ideas are stolen

October 13, 2021

The best ideas are stolen I don’t remember where I first heard it, but someone said …

The best ideas are stolen Read More »

It’s all about expectations

October 7, 2021

It’s all about expectations One of the most critical contributors to the success of a …

It’s all about expectations Read More »

Either you test, or your members will

September 29, 2021

Either you test, or your members will If I was forced to choose the single …

Either you test, or your members will Read More »

But are you really willing to change?

September 22, 2021

But are you really willing to change? When any organization is making a change in data management …

But are you really willing to change? Read More »

Two tips for data conversion

September 15, 2021

Two Tips for Data Conversion I’ve written a lot about data conversion over the years …

Two tips for data conversion Read More »

Who should “own” the database?

September 8, 2021

Who should “own” the database? One of the most common questions I get from my …

Who should “own” the database? Read More »

What makes you weird?

September 1, 2021

What makes you weird? When I work with clients on selecting a new association management system, one …

What makes you weird? Read More »

Why “AMS Consortiums” Don’t Work

August 25, 2021

Why “AMS Consortiums” Don’t Work About once a year I will get a call from …

Why “AMS Consortiums” Don’t Work Read More »

Your vendor will disappoint you

August 18, 2021

Your vendor will disappoint you I follow politics as a hobby. A past publisher from …

Your vendor will disappoint you Read More »

Learn how to lose

August 11, 2021

Learn how to lose “Winning is great, sure, but if you are really going to …

Learn how to lose Read More »

Scroll to Top