Some history IS important!
When I'm advising clients on data conversion (moving data from one system to another) my advice is always the same: "Convert as little data as possible."
There is one big exception to this rule: volunteer and award history. Almost all volunteer history (and certainly all award history) should be kept, essentially forever.
I've written extensively about how important volunteers are to associations and non-profits. So it's critically important to be sure we keep a history of volunteer activity because we should be treating all of our volunteers (current and past) like the gold they are. And I shouldn't have to explain why it's important to keep a record of awardees!
So when you're converting to a new system (or even cleaning up your existing system) make sure you're keeping that volunteer and award history!
Wes's Wednesday Wisdom Archives
Lots of feedback is a GOOD thing!
Lots of feedback is a GOOD thing! A client in the middle of their AMS […]
Doing the reps…
Doing the reps… I’m helping a client with the implementation of a new AMS. During […]
Add one, remove one
Add one, remove one In the world of home-organizing, there’s the “one in, one out” […]
Spring cleaning, all year long
Spring cleaning, all year long I talk frequently about “weeding the garden,” the idea that proactively […]
Don’t fall into the arrival fallacy trap
Don’t fall into the arrival fallacy trap The arrival fallacy is the false belief that […]
“The first time it lies to me is the last time I’ll use it.”
“The first time it lies to me is the last time I’ll use it.” Over […]
Improvement is never linear
Improvement is never linear One of the many lessons one learns over a lifetime is […]
Don’t forget to take a “before” picture!
Don’t forget to take a “before” picture! Whenever I start on a big home clean […]
Are you being penny wise and pound foolish?
Are you being penny wise and pound foolish? Two quick customer service stories to illustrate […]
AMS Products are getting better – and what that means for you
AMS Products are getting better – and what that means for you I’ve been working […]