Documentation is critical for consistency
There are so many reasons why documenting your data management processes are so critical to long-term success, but one of the most important reasons is to ensure we process data consistently over time. This is especially true for processes that occur repeatedly but very infrequently.
For example, a client of mine publishes a print magazine three times per year, and sells advertising for all three issues. The majority of ad sales occur in the 60 days prior to publication of each issue, which means that for six months out of the year, they are processing few if any advertising orders.
Yet they need to process these orders in the same manner throughout the year, in order to accurately report on their ad sales. And so documentation that walks the staff person through how to process an advertising order is required, in order to ensure the orders are processed the same way, every time.
Over my 25 years of consulting I've found these types of scenarios (processes that occur repeatedly but very infrequently) are usually the greatest source of bad, messy, or nonexistent data.
One of the very first articles I ever wrote (published by ASAE) was about the importance of documentation (published in 2000, you can read it here). Some things never change. Documentation IS king.
![]()
Wes's Wednesday Wisdom Archives
Why “weeding the garden” is so important
Why “weeding the garden” is so important One of the most important activities for maintaining […]
It’s time to stop excusing association professionals
It’s time to stop excusing association professionals I worked in associations for nearly 10 years, […]
More demos is not better
More demos is not better When I work with clients on selecting a new system, […]
The database owner should be “passionate”
The database owner should be “passionate” I’m frequently asked by my clients: “Who should we […]
Discipline is required
Discipline is required Last week I discussed the importance of taking action. To manage data […]
Action is required
Action is required Over my many years of consulting, one thing I’ve noticed about many associations […]
Some data analytics tips from the DAN “Science Fair”
Some data analytics tips from the DAN “Science Fair” Last week I had the opportunity […]
Are all your processes frictionless?
Are all your processes frictionless? I’m not a huge fan of buzzwords, but I love […]
Trends don’t need perfect data
Trends don’t need perfect data When it comes to analyzing data trends (changes in data […]
Start with “Why” before you move to “How”
Start with “Why” before you move to “How” Something I’ve noticed over my years in […]
