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

Some things are unknowable

October 29, 2025

Some things are unknowable One of the most challenging aspects of moving to a new […]

Do we have access to that data?

October 22, 2025

Do we have access to that data? When I work with my clients on a […]

The three “buckets” of contact data

October 8, 2025

The three “buckets” of contact data Broadly speaking, when collecting data on contacts (individuals or organizations), […]

Balancing what is possible with what is realistic

October 1, 2025

Balancing what is possible with what is realistic When I work with clients on technology […]

“Humans want to be surrounded by beauty.”

September 24, 2025

“Humans want to be surrounded by beauty.” “Humans want to be surrounded by beauty.” – […]

Data managers vs data consumers

September 17, 2025

Data managers vs data consumers When I work with clients on any data management project, […]

Another universal truth

September 10, 2025

Another universal truth There are many universal truths in data management. Some examples: You will […]

Don’t miss this year’s DAN Science Fair!

September 3, 2025

Don’t miss this year’s DAN Science Fair! I’m taking a break from my weekly tips […]

Just start. And it’s never done.

August 27, 2025

Just start. And it’s never done. Last week I had the opportunity to lead a […]

Don’t ask if you’re not going to answer!

August 20, 2025

Don’t ask if you’re not going to answer! In the past week, on three different […]

Leave a Comment

Your email address will not be published.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

Scroll to Top