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

Don’t be so lazy…

June 24, 2020

Don’t be so lazy… One of the things that attracted me to the software world …

Don’t be so lazy… Read More »

Don’t try to do everything at go-live

June 17, 2020

Don’t Try to do Everything at Go-live When implementing a new AMS, there is a …

Don’t try to do everything at go-live Read More »

Make sure your system has broad support

June 10, 2020

Make sure your system has broad support An AMS vendor pointed out to me recently …

Make sure your system has broad support Read More »

You have to have the right people in place

June 10, 2020

You have to have the right people in place This may seem obvious, but I’ll …

You have to have the right people in place Read More »

Ask “What” not “Why”

June 3, 2020

Ask “What” not “Why” As a consultant, one of my favorite questions to ask my …

Ask “What” not “Why” Read More »

Engagement is measured by the customer

May 27, 2020

Engagement is Measured by the Customer I’ve written a bunch about measuring engagement in the past. (Click …

Engagement is measured by the customer Read More »

Yes, you do have a process for that

May 13, 2020

Yes, you do have a process for that When I work with clients on pretty …

Yes, you do have a process for that Read More »

“Correct your mistakes before they become your habits”

May 6, 2020

“Correct your mistakes before they become your habits” Yet another great quote from James Clear: “Correct …

“Correct your mistakes before they become your habits” Read More »

Sometimes it’s a process issue

April 29, 2020

Sometimes it’s a process issue When I work with clients on developing a needs list …

Sometimes it’s a process issue Read More »

First ask: “How will I use this data?”

April 22, 2020

First ask: “How will I use this data?” Whether it’s during data conversion, adding a …

First ask: “How will I use this data?” Read More »

Scroll to Top