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

The “S” stands for “Standard”

October 9, 2019

The “S” stands for “Standard” In a conversation with a past client, we were discussing […]

Is that meaningless data?

September 25, 2019

Is that meaningless data? I’m not a big quotes guy, but one of the few […]

Be aware of unintended consequences

September 18, 2019

Be aware of unintended consequences I’ve written before that every decision involves a trade-off. When […]

Positive change is harder to see

September 11, 2019

Positive change is harder to see Humans are wired to see negative change because we […]

MVP: Minimum Viable Product

September 4, 2019

MVP: Minimum Viable Product In product development there is a concept known as MVP, or […]

You always need a reason for collecting data

August 28, 2019

You always need a reason for collecting data When you ask for data from someone […]

If you’re unhappy, speak up!

August 21, 2019

If you’re unhappy, speak up! My clients will often ask me something along the lines […]

Does it advance the mission?

August 14, 2019

Does it advance the mission? Because associations are mission-driven, everything you do should be seen […]

How should you start a new data project?

August 7, 2019

How should you start a new data project? When you’ve got a new data project […]

A Data Integrity Report…for Reports!

July 29, 2019

I’ve written elsewhere about the value of data integrity reports. But one of the most […]

Leave a Comment

Your email address will not be published.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

Scroll to Top