Why Process is So Important

Why Process is So Important

One of my favorite business authors is James Clear, who writes all about habit creation and management. The more I read, the more convinced I am that data management relies heavily on habits.

Here's a quote from Clear: "You do not rise to the level of your goals. You fall to the level of your systems."

In the case of managing data, "systems" here refers not only to your technology, but also your processes. Translating Clear's quote to data management, your data is managed not to your goals but to your processes. Or more bluntly, the more complex or confusing or crappy your business rules are, the harder it will be to manage your data.

Consider dues management from two different associations:

  • Association 1 has individual membership, and each member pays $95 annually.
  • Association 2 has individual membership, and each member pays $150...UNLESS there are five or more individuals coming from the same company...UNLESS they are in Massachusetts, where it's four individuals...

Both of these associations have a goal of easily managing their data. But they both fall to the level of their systems. Which association do you think has the easier time of it?

Wes's Wednesday Wisdom Archives

Try flowcharting your processes

October 21, 2020

Try flowcharting your processes Working with a client recently on their membership join process reminded me …

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“I just want a system I don’t have to fight with.”

October 14, 2020

“I just want a system I don’t have to fight with.” I asked my client: …

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Inertia Contributes to Bad Data

October 7, 2020

Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d …

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What are you doing with new contacts?

September 30, 2020

What Are You Doing with New Contacts/ I was very interested to read in a …

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Be Aware of Selection Bias

September 23, 2020

Be Aware of Selection Bias I wrote recently about the mistaken perception of older members …

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Some Things Just Take Time

September 16, 2020

Some Things Just Take Time I learned recently that an elephant’s gestation period is 18 …

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Sometimes It’s the Least Bad Choice

September 7, 2020

Sometimes It’s the Least Bad Choice Just like in life, sometimes when we’re making technology …

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Our Members Aren’t Tech Savvy

September 2, 2020

Our Members Aren’t Tech Savvy Having worked now in the association space for more than …

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Motion vs. Action

August 26, 2020

Motion vs. Action One key to successful data management is understanding the difference between motion …

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There is ALWAYS a Trade-off

August 19, 2020

There is ALWAYS a Trade-off I’ve written many times about trade-offs (you can read a …

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