Write it down!
If you're in the market for a new AMS (or any new technology that has a breadth of functionality, e.g., LMS, marketing platform), before you start shopping and looking at products, you need to write down what you want out of the system.
I'm surprised at the number of organizations I've spoken with over the years who tell me they've been shopping for an AMS, and when I ask them if they've got some written document that outlines the functionality they're seeking, they respond with: "No, we have it in our heads."
There are many reasons to document your needs, but here are the two biggest:
- Documenting your needs allows you to communicate to the vendors exactly what you're expecting from their product. Documentation allows you to avoid the inevitable comments from vendors like "We didn't know that's what you wanted."
- Documentation gives you a "checklist" during implementation. If you've documented what you need, throughout implementation you can refer back to it to answer the question: "Are we implementing what we wanted?"
Documentation helps us avoid the need to "read minds." So whether it's an AMS, an LMS, a new email system, or any other technology, whatever your needs are... WRITE IT DOWN.
![]()
Wes's Wednesday Wisdom Archives
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Even your online directory is out of date!
Even your online directory is out of date!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, […]
Start small
Start small When I work with my clients on projects that involve measuring member engagement, […]
Some context, please
Some context, please A pet peeve of mine: A report about associations (e.g., marketing benchmarks report) where […]
Eventually automated emails get ignored
Eventually automated emails get ignored During the discovery and development phase of implementing a new […]
The challenge the AMS providers see
The challenge the AMS providers see Over the years I’ve asked AMS providers what they […]
Be careful about “solutioning” too quickly
Be careful about “solutioning” too quickly One of the great things about software developers is […]
What’s our next action?
What’s our next action? As you can imagine, I spend a lot of time in […]
Don’t automate for the sake of automation
Don’t automate for the sake of automation I’m the laziest person in the world. I […]
Don’t forget about what got better
Don’t forget about what got better Negativity bias is the tendency to focus on only […]
