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
Even your online directory is out of date!
Even your online directory is out of date! Back in the day of printed directories, […]
Start small
Start small When I work with my clients on projects that involve measuring member engagement, […]
Some context, please
Some context, please A pet peeve of mine: A report about associations (e.g., marketing benchmarks report) where […]
Eventually automated emails get ignored
Eventually automated emails get ignored During the discovery and development phase of implementing a new […]
The challenge the AMS providers see
The challenge the AMS providers see Over the years I’ve asked AMS providers what they […]
Be careful about “solutioning” too quickly
Be careful about “solutioning” too quickly One of the great things about software developers is […]
What’s our next action?
What’s our next action? As you can imagine, I spend a lot of time in […]
Don’t automate for the sake of automation
Don’t automate for the sake of automation I’m the laziest person in the world. I […]
Don’t forget about what got better
Don’t forget about what got better Negativity bias is the tendency to focus on only […]
Give a little at a time rather than taking away
Give a little at a time rather than taking away I’m sure there’s research somewhere […]
