Why checkboxes and tags are awesome and dangerous One of the most common functions in an AMS is the concept of checkboxes and/or tags (your system may have both!). With checkboxes and tags we can easily “group” otherwise disparate data sets together. For example, need to create a VIP list of people to invite to […]
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Don’t miss obvious engagement data What I’ve experienced with my clients over the years is that too many associations are not very conscientious about tracking all of their volunteer engagement in a centralized manner. (Because I’m a volunteer myself, I find this particular issue rather grating.) Take the tracking of authors (i.e., anyone who has written
All data requires active management It’s a simple fact of data management that is often overlooked: Any data that is not actively managed will eventually become useless. And it’s truer now than ever. If you take a moment to think about your members, whether they are individuals or organizations, every point of data that you
Documentation is critical for consistency There are so many reasons why documenting your data management processes are so critical to long-term success, but one of the most important reasons is to ensure we process data consistently over time. This is especially true for processes that occur repeatedly but very infrequently. For example, a client of
Consumer demands change and technology changes When I work with clients on the selection of a new AMS, I’ll often hear the client say things like “We feel like we’ve failed because we need to find new technology.” But this may be untrue. Very often, changes in consumer demand will require associations to have technology to