Documentation is insurance

Documentation is insurance

In a conversation with a client about their data management needs, the client pointed out that if they lost one or two key staff members, so much institutional knowledge would go with them that the association would have real difficulty managing their AMS.

I recommended that they should document all of their key processes so that if key staff does happen to leave, they'll still know how to run the AMS on a day-to-day basis. (There are other reasons for having documentation, too!)

In this way, documentation is very akin to insurance (like car or life or E&O insurance, not health insurance). Just like insurance, documentation is incredibly tedious, dry, and boring. (Sorry, insurance sales people.) But you need to have insurance in case something happens, and you hope every day that you never actually need it.

The beautiful thing is that these days, with AI recording tools, creating and managing process documentation has never been easier. But it takes a commitment to doing it and maintaining it.

So if you haven't already, get to work on documenting your most important processes. And if you have documentation, make sure it's up to date.

Wes's Wednesday Wisdom Archives

Data doesn’t need to be perfect to be useful

March 4, 2026

Data doesn’t need to be perfect to be useful “Your data doesn’t have to be […]

Don’t just clean data, clean reports and queries

February 25, 2026

Don’t just clean data, clean reports and queries One of the reasons I exhort my […]

Don’t forget, your staff have day jobs…

February 18, 2026

Don’t forget, your staff have day jobs… The vast majority of my work is finite […]

Beware the automated “How did we do?” trap!

February 11, 2026

Beware the automated “How did we do?” trap! One of the downsides of technology is […]

Hindsight is 20/20

February 4, 2026

Hindsight is 20/20 I’m currently working with a client that is moving from their legacy […]

Cheaper now; costlier later.

January 28, 2026

Cheaper now; costlier later. Most of my clients are very cost-conscious, understandably. After all, who […]

The unified shopping cart: Dreams vs. reality

January 21, 2026

The unified shopping cart: Dreams vs. reality One of the more common requests I hear […]

Don’t forget to celebrate!

January 14, 2026

Don’t forget to celebrate! Truth be told, I’m not a big celebrator. (Maybe it’s because […]

Three thoughts on duplicate records

January 7, 2026

Three thoughts on duplicate records Duplicate records are a reality in any database of any size, […]

Please don’t do this…

December 17, 2025

Please don’t do this… I’ve noticed a trend among online retailers that I want to […]

Leave a Comment

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

Scroll to Top