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
Consider quitting
Consider quitting Patient: “Doctor, it hurts when I do this.” Doctor: “Then stop doing that.” […]
There is nothing so permanent as business rules
There is nothing so permanent as business rules Nobel Prize-winning economist Milton Friedman said, “There’s nothing […]
Budget for feature discovery and adoption
Budget for feature discovery and adoption When developing a budget for implementation of a new […]
Customize staff pages for better user adoption
Customize staff pages for better user adoption The single most important element to data management […]
Don’t ask questions for which you already know the answer
Don’t ask questions for which you already know the answer I was recently completing an […]
All decisions involve risk
All decisions involve risk Whether it’s choosing a new AMS or introducing a new product […]
Try flowcharting your processes
Try flowcharting your processes Working with a client recently on their membership join process reminded me […]
“I just want a system I don’t have to fight with.”
“I just want a system I don’t have to fight with.” I asked my client: […]
Inertia Contributes to Bad Data
Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d […]
What are you doing with new contacts?
What Are You Doing with New Contacts/ I was very interested to read in a […]