There is value in just going through the exercise

There is value in just going through the exercise

I was working with a client recently on helping them adopt new business rules for managing the customer relationship management (CRM) aspect of their association. The project includes reviewing how staff throughout the organization interact with members and customers, and included discussion of what type of data should be captured, how staff should capture it, what the reporting would look like, and so on. It's a large project with a lot of moving parts.

During a recent discussion reviewing where we are in the process, one of the participants observed: "There is value in just going through this exercise."

And he's absolutely right.

By looking at all of the ways the organization interacts with its members and customers, they are getting good insight into all the different processes and business rules currently in place. This, in turn, gives them an opportunity to start asking questions like "Does that process make sense?" or "Do these business rules really apply any more?"

Every business rule and every process we establish in our organizations probably made sense at the time it was created. (Sometimes it doesn't, but go with me here!) But as time goes on, what made sense then may not make sense now. But inertia and competing priorities cause us to allow these rules and processes to linger long past their "best when used by" date.

So when you're working on any new data management project, keep an eye out for the "added value" that project may bring.

Wes's Wednesday Wisdom Archives

It’s all relative…

July 21, 2021

It’s all relative… Over the course of my 22 years of consulting, I’ve consulted with …

It’s all relative… Read More »

Eliminate to optimize

July 14, 2021

Eliminate to optimize So much of data management is habit (both good and bad) which is …

Eliminate to optimize Read More »

For data governance, ask “Why?”

July 7, 2021

For data governance, ask “Why?” Recently I’ve had the opportunity to work on several data …

For data governance, ask “Why?” Read More »

More on Meetings

June 30, 2021

More on Meetings I’ve written before about the importance of making sure your meetings are …

More on Meetings Read More »

Action produces momentum

June 23, 2021

Action produces momentum Another great quote from James Clear: “Motivation often comes after starting, not …

Action produces momentum Read More »

My #1 Best Practice…

June 16, 2021

My #1 Best Practice… A client recently asked me: “If you had to pick a single …

My #1 Best Practice… Read More »

Encourage engagement with prizes!

June 9, 2021

Encourage engagement with prizes! One of the biggest challenges any organization faces when implementing a new …

Encourage engagement with prizes! Read More »

Inertia

June 2, 2021

Inertia One definition of inertia is “to remain unchanged.” My sense is that many association processes, projects, or …

Inertia Read More »

When’s the “least bad” time?

May 26, 2021

When’s the “least bad” time? When working with clients on a new project, especially a …

When’s the “least bad” time? Read More »

A poor launch can set the stage for YEARS

May 19, 2021

A poor launch can set the stage for YEARS It is not uncommon for me …

A poor launch can set the stage for YEARS Read More »

Scroll to Top