Customer vs. staff

Customer vs. staff

In a properly designed AMS, when the customer goes online to your website to do business with you (e.g., join, renew, register for an event, buy a product), the website is interacting directly with the AMS. In other words, any data changes being made by the customer are going directly to the database with no staff intervention required. All modern AMSes work this way.

Because the database is being used by both staff and customers, there is an inherent tension for system design. On the one hand, the customer needs a very simple interface that allows her to quickly and easily take care of the business at hand. On the other hand, staff needs to have complete and total access to all data to manage any type of scenario that arises.

One trap that many associations fall into is trying to design the customer interface to manage as many scenarios (exceptions) as possible. This is a mistake. The customer interface should manage the most common interactions that occur and should make that process as efficient and simple ("idiot-proof") as possible. Anything that is exceptional should be managed by staff.

This is a great place to apply the 80/20 rule. Your customer interface should be able to manage 80% of the interactions and the remaining 20% is managed with staff assistance.

So look at your customer interface and ask yourself: Is it fast and easy to use? Have we tried to accommodate too many exceptions? Make the process for the customer as easy as possible and let staff manage all the hard stuff!

Wes's Wednesday Wisdom Archives

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 […]

Simple rules for complex systems

July 28, 2019

Simple rules for complex systems I first heard the phrase “simple rules for complex systems” […]

Accentuate the positive

July 24, 2019

Accentuate the positive I’ve written before about the importance of database public relationsand celebrating success. I’ll add […]

Annual dues vs. anniversary dues

July 10, 2019

Annual dues vs. anniversary dues I served as director of membership for several years at […]

A change of systems requires a change of mindset

July 8, 2019

Every AMS vendor will tell you that the toughest part of implementing a new system […]

It doesn’t have to be optimal to be beneficial

June 26, 2019

It doesn’t have to be optimal to be beneficial I’m a big fan of the […]

Look for small wins

June 19, 2019

Look for small wins One of the toughest things about system implementation is simply how […]

Are you closing the loop?

June 12, 2019

Are you closing the loop? If your association does a call for presentations for any […]

Declare victory and move on

June 5, 2019

Declare victory and move on The law of diminishing returns is the point at which the […]

Clean as you go

March 28, 2019

Clean As You Go A good cook or baker knows that, when working in the […]

Leave a Comment

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

Scroll to Top