You don’t have to automate EVERYTHING to be successful

You don't have to automate EVERYTHING to be successful

I was discussing a data management process with a client recently. We were trying to determine the best path for automating a particular process, and at one point the client said "I feel like it's a failure if we can't automate this process."

And then it struck me: Choosing not to automate a task even though you might be able to is not a failure. In fact, in some cases, it might make more sense to not automate a task. Here are two examples:

  1. Selling sponsorship products online. Many of my clients sell a broad array of sponsorship products, from simple things like lanyards to very complex things like bundles of ads, booth space, and sponsored content. For the "simple" things, it is typically very easy to set up the sponsorship product as an online store item that could be purchased online. But I've had clients choose not to do this because they prefer to have a conversation with every sponsor, to ensure they are an appropriate sponsor for their event, and, where appropriate, to "upsell" the sponsor to other items. So while the sale of these simple products could be automated, they are not.
  2. Online group registration. Many AMS products offer online group registration (meaning one person can sign up multiple people for the same event during the same e-commerce session). But very often there may be special rules around the group registration (e.g., discounts for a certain number, or tiered pricing) that the system can't manage natively. And so the association has to decide if they should pay for a customization to manage this (assuming the system even allows customizations like this). Very often the answer is "The expense of customization is not justified by the volume of group registrations" and so these group registrations are managed manually by staff.

There many other examples like this, of course.

The point is, just because you can automate something doesn't mean you should automate it. If you've made a conscious decision to not automate something, that's not a failure. That's smart data management!

Wes's Wednesday Wisdom Archives

Always, ALWAYS budget for more training

December 18, 2019

Always, ALWAYS budget for more training Always, ALWAYS budget for more training. I don’t know how else […]

We’ve always done it that way

December 11, 2019

We’ve always done it that way A couple of weeks ago I wrote about approving memberships, […]

Are you sure it doesn’t do that?

December 4, 2019

Are you sure it doesn’t do that? Even after 20 years of consulting, I’m surprised […]

Be grateful

November 27, 2019

Be grateful As Thanksgiving approaches here in the US, I’m reminded of two words: Be […]

Do you really need to approve them?

November 20, 2019

Do you really need to approve them? I often joke that the very best (because […]

Negativity bias is why we need database PR

November 13, 2019

Negativity bias is why we need database PR I’ve written before how cognitive biases can affect […]

A system change requires a culture change

November 6, 2019

A system change requires a culture change By its very nature, when you introduce a […]

Where is that data?

October 30, 2019

Where is that data? This is what data management nirvana looks like: When the question starts with […]

Be deliberate, but act quickly

October 23, 2019

Be deliberate, but act quickly Be deliberate, but act quickly. These are my words of […]

Why associations don’t like the “S” word

October 16, 2019

Why associations don’t like the “S” word A couple of weeks ago I asked my […]

Leave a Comment

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

Scroll to Top