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

Acknowledging problems is part of managing expectations

March 15, 2023

Acknowledging problems is part of managing expectations Research was done some time ago that suggested […]

Need data? Consider third-party sources

March 8, 2023

Need data? Consider third-party sources I always tell my clients, only collect data that you’re […]

Action must follow the decision

March 1, 2023

Action must follow the decision When I work with my clients on their projects (whether […]

Everything should be focused on improving user adoption

February 22, 2023

Everything should be focused on improving user adoption Your AMS is a tool, and a […]

Needs change over time, and that’s OK

February 15, 2023

Needs change over time, and that’s OK I was speaking with a couple of association […]

The vaguer the question, the vaguer the answer

February 9, 2023

The vaguer the question, the vaguer the answer As the old saying goes, the devil […]

The best choice given the information you have

February 2, 2023

The best choice given the information you have “Hindsight is 20/20” is a cliché because, […]

Action isn’t the same as progress

January 25, 2023

Action isn’t the same as progress I’ve written before that not taking action is an […]

Start with the end in mind

January 18, 2023

Start with the end in mind Like so many, I probably first heard the phrase […]

It’s quiet in here…maybe TOO quiet…

January 11, 2023

It’s quiet in here…maybe TOO quiet… One of the truisms of data management is that […]

Leave a Comment

Your email address will not be published.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

Scroll to Top