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

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