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

They don’t care, until they care.

March 19, 2025

They don’t care, until they care. One of the more common questions I get from […]

Longfellow and data management

March 12, 2025

Longfellow and data management “We judge ourselves by what we feel capable of doing while […]

Do you really need all that historical data?

March 5, 2025

Do you really need all that historical data? A question I’ll often get from my […]

AI actually requires thinking

February 26, 2025

AI actually requires thinking “I don’t think AI introduces a new kind of thinking. It […]

It’s not the mistakes, but how you respond

February 19, 2025

It’s not the mistakes, but how you respond Recently a client was complaining about a bug that […]

The hidden costs of bad data

February 12, 2025

The hidden costs of bad data Nobody likes bad data, and presumably we’re all working […]

Don’t let your customers edit their names online!

February 5, 2025

Don’t let your customers edit their names online! This issue came up recently and I […]

Once is an accident, twice is coincidence, three times is a pattern.

January 29, 2025

Once is an accident, twice is coincidence, three times is a pattern. We’ve probably all […]

“Every association does this.”

January 22, 2025

“Every association does this.” One of the most significant values I bring to my clients […]

Trust your gut

January 15, 2025

Trust your gut When I help associations with selection of a new technology system (e.g., […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top