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

But will you DO anything with that data?

February 28, 2024

But will you DO anything with that data? I frequently exhort my clients to always answer […]

It’s not what happens, but how you react…

February 21, 2024

It’s not what happens, but how you react… “It’s not what happens to you, but […]

Saying it and doing it are two different things

February 14, 2024

Saying it and doing it are two different things When I work with my clients […]

Benefits downstream are difficult to implement

February 7, 2024

Benefits downstream are difficult to implement In my 25 years of consulting, one of the […]

Your first answer may NOT be the right answer!

January 31, 2024

Your first answer may NOT be the right answer! I’m a big believer in “go […]

You don’t have to automate EVERYTHING to be successful

January 25, 2024

You don’t have to automate EVERYTHING to be successful I was discussing a data management […]

Technology won’t solve your process problems

January 17, 2024

Technology won’t solve your process problems Over the past few years I’ve watched as many […]

“Screen noise” is a real thing. You might be able to fix it.

January 10, 2024

“Screen noise” is a real thing. You might be able to fix it. One of […]

Success Starts at the Top

December 20, 2023

Success Starts at the Top I recently had a conversation with an association staffer who was […]

Who are you bringing along?

December 13, 2023

Who are you bringing along? Last week I had the opportunity to attend the AWTC […]

Scroll to Top