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

Averages hide the extremes

January 6, 2021

Averages hide the extremes I can’t remember where I first heard it, but “averages hide …

Averages hide the extremes Read More »

Look up PARTIAL names!

December 24, 2020

Look up PARTIAL names! Train your staff to do look ups on partial names, not full …

Look up PARTIAL names! Read More »

Not Just Technology

December 16, 2020

Not Just Technology There was recently a discussion on the ASAE online community about project management …

Not Just Technology Read More »

Consider quitting

December 4, 2020

Consider quitting Patient: “Doctor, it hurts when I do this.” Doctor: “Then stop doing that.” …

Consider quitting Read More »

There is nothing so permanent as business rules

November 25, 2020

There is nothing so permanent as business rules Nobel Prize-winning economist Milton Friedman said, “There’s nothing …

There is nothing so permanent as business rules Read More »

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 »

Scroll to Top