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

Data is for action

June 22, 2022

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

Data is for action Read More »

Have you shopped yourself?

June 15, 2022

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

Have you shopped yourself? Read More »

To improve adoption, decrease the friction

June 1, 2022

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

To improve adoption, decrease the friction Read More »

“Is this normal?”

May 25, 2022

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

“Is this normal?” Read More »

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 …

Give your staff more freedom, not less Read More »

My advice? Stop doing that

May 11, 2022

My advice? Stop doing that! There is a classic TV sketch featuring Bob Newhart as …

My advice? Stop doing that Read More »

Is a college degree really required?

May 4, 2022

Is a college degree really required? I saw a job listing last week for an …

Is a college degree really required? Read More »

Small actions become big wins

April 27, 2022

Small actions become big wins I’ve written before about how data accretes, the idea that …

Small actions become big wins Read More »

Try not to OFFEND your members…

April 20, 2022

Try not to OFFEND your members… I recently received an email from an association where I’ve …

Try not to OFFEND your members… Read More »

How will you use that data?

April 6, 2022

How will you use that data? One of the beauties of technology today is how easy …

How will you use that data? Read More »

Scroll to Top