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
For data governance, ask “Why?”
For data governance, ask “Why?” Recently I’ve had the opportunity to work on several data […]
More on Meetings
More on Meetings I’ve written before about the importance of making sure your meetings are […]
Action produces momentum
Action produces momentum Another great quote from James Clear: “Motivation often comes after starting, not […]
My #1 Best Practice…
My #1 Best Practice… A client recently asked me: “If you had to pick a single […]
Encourage engagement with prizes!
Encourage engagement with prizes! One of the biggest challenges any organization faces when implementing a new […]
Inertia
Inertia One definition of inertia is “to remain unchanged.” My sense is that many association processes, projects, or […]
When’s the “least bad” time?
When’s the “least bad” time? When working with clients on a new project, especially a […]
A poor launch can set the stage for YEARS
A poor launch can set the stage for YEARS It is not uncommon for me […]
Have the courage of your convictions
Have the courage of your convictions Having the courage of your convictions means you’re willing […]
Even your online directory is out of date!
Even your online directory is out of date! Back in the day of printed directories, […]
