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

Budget for feature discovery and adoption

November 18, 2020

Budget for feature discovery and adoption When developing a budget for implementation of a new …

Budget for feature discovery and adoption Read More »

Don’t ask questions for which you already know the answer

November 4, 2020

Don’t ask questions for which you already know the answer I was recently completing an …

Don’t ask questions for which you already know the answer Read More »

All decisions involve risk

October 28, 2020

All decisions involve risk Whether it’s choosing a new AMS or introducing a new product …

All decisions involve risk Read More »

Try flowcharting your processes

October 21, 2020

Try flowcharting your processes Working with a client recently on their membership join process reminded me …

Try flowcharting your processes Read More »

“I just want a system I don’t have to fight with.”

October 14, 2020

“I just want a system I don’t have to fight with.” I asked my client: …

“I just want a system I don’t have to fight with.” Read More »

Inertia Contributes to Bad Data

October 7, 2020

Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d …

Inertia Contributes to Bad Data Read More »

What are you doing with new contacts?

September 30, 2020

What Are You Doing with New Contacts/ I was very interested to read in a …

What are you doing with new contacts? Read More »

Be Aware of Selection Bias

September 23, 2020

Be Aware of Selection Bias I wrote recently about the mistaken perception of older members …

Be Aware of Selection Bias Read More »

Some Things Just Take Time

September 16, 2020

Some Things Just Take Time I learned recently that an elephant’s gestation period is 18 …

Some Things Just Take Time Read More »

Sometimes It’s the Least Bad Choice

September 7, 2020

Sometimes It’s the Least Bad Choice Just like in life, sometimes when we’re making technology …

Sometimes It’s the Least Bad Choice Read More »

Scroll to Top