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
Showing is not teaching
Showing is not teaching In my experience, when new staff members are taught how to […]
Data management is improvisation
Data management is improvisation I was listening to a podcast recently featuring TV writer Rob […]
Who own the AMS company is like the weather…
Who own the AMS company is like the weather… When I work with clients to […]
“As good or better than me.”
“As good or better than me.” I was recently speaking with a software developer working […]
Documentation is insurance
Documentation is insurance In a conversation with a client about their data management needs, the client […]
It all comes down to fundamentals
It all comes down to fundamentals I’m preparing for a webinar that I’m presenting in […]
Blog post themes over 20 years…
Blog post themes over 20 years… I’ve been writing blog posts for nearly 20 years […]
Lots of feedback is a GOOD thing!
Lots of feedback is a GOOD thing! A client in the middle of their AMS […]
Doing the reps…
Doing the reps… I’m helping a client with the implementation of a new AMS. During […]
Add one, remove one
Add one, remove one In the world of home-organizing, there’s the “one in, one out” […]
