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
Don’t get hung up on something minor
Don’t get hung up on something minor I’m a problem solver. I love to solve […]
Be flexible, especially for unusual requests
Be flexible, especially for unusual requests One of the great benefits of off-the-shelf association management software (AMS) […]
“Her eyes were bigger than her stomach.”
“Her eyes were bigger than her stomach.” When I was a child, my siblings used […]
Once you buy crap…
Once you buy crap… “When you buy something cheap and bad, the best you’re going […]
It could always be worse
It could always be worse Because most of us don’t have the benefit (like I […]
It’s all about managing expectations
It’s all about managing expectations I placed an order online on a Friday and the […]
Experience is the best teacher
Experience is the best teacher Experience is the best teacher. Every one of us has […]
Don’t ask for what you don’t need!
Don’t ask for what you don’t need! Recently I received a bill from a doctor’s […]
It is never done – so celebrate!
It is never done – so celebrate! A client of mine recently had their official […]
MDR (Minimum Data Required)
MDR (Minimum Data Required) I’ve written about minimum viable product (MVP) in software development in the […]
