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

What’s our next action?

March 24, 2021

What’s our next action? As you can imagine, I spend a lot of time in […]

Don’t automate for the sake of automation

March 17, 2021

Don’t automate for the sake of automation I’m the laziest person in the world. I […]

Don’t forget about what got better

March 10, 2021

Don’t forget about what got better Negativity bias is the tendency to focus on only […]

Give a little at a time rather than taking away

March 3, 2021

Give a little at a time rather than taking away I’m sure there’s research somewhere […]

First, you gotta have the data

February 17, 2021

First, you gotta have the data When I work with clients on a new AMS […]

Work on your relationship with your AMS vendor

February 10, 2021

Work on your relationship with your AMS vendor It is no coincidence that my most […]

Dashboards for Data Integrity

February 3, 2021

Dashboards for Data Integrity I’ve written a bunch on data integrity reports. (Click here for […]

Next-to-Nothing Goals

January 27, 2021

Next-to-Nothing Goals I saw a Ted Talk by Christine Carter recently discussing the concept of […]

Just because you can…

January 20, 2021

Just because you can… In response to a recent Wednesday Wisdom on averages hiding the […]

Always ask “Why?”

January 13, 2021

Always ask “Why?” Little kids ask “Why?” all the time, because they are sponges for […]

Leave a Comment

Your email address will not be published.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

Scroll to Top