Documentation is critical for consistency

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

“Working with you is like going to therapy.”

October 20, 2021

“Working with you is like going to therapy.” I was working with a client last […]

The best ideas are stolen

October 13, 2021

The best ideas are stolen I don’t remember where I first heard it, but someone said […]

It’s all about expectations

October 7, 2021

It’s all about expectations One of the most critical contributors to the success of a […]

Either you test, or your members will

September 29, 2021

Either you test, or your members will If I was forced to choose the single […]

But are you really willing to change?

September 22, 2021

But are you really willing to change? When any organization is making a change in data management […]

Two tips for data conversion

September 15, 2021

Two Tips for Data Conversion I’ve written a lot about data conversion over the years […]

Who should “own” the database?

September 8, 2021

Who should “own” the database? One of the most common questions I get from my […]

What makes you weird?

September 1, 2021

What makes you weird? When I work with clients on selecting a new association management system, one […]

Why “AMS Consortiums” Don’t Work

August 25, 2021

Why “AMS Consortiums” Don’t Work About once a year I will get a call from […]

Your vendor will disappoint you

August 18, 2021

Your vendor will disappoint you I follow politics as a hobby. A past publisher from […]

Leave a Comment

Your email address will not be published.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

Scroll to Top