Documentation is critical for consistency

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 mine publishes a print magazine three times per year, and sells advertising for all three issues. The majority of ad sales occur in the 60 days prior to publication of each issue, which means that for six months out of the year, they are processing few if any advertising orders.

Yet they need to process these orders in the same manner throughout the year, in order to accurately report on their ad sales. And so documentation that walks the staff person through how to process an advertising order is required, in order to ensure the orders are processed the same way, every time.

Over my 25 years of consulting I've found these types of scenarios (processes that occur repeatedly but very infrequently) are usually the greatest source of bad, messy, or nonexistent data.

One of the very first articles I ever wrote (published by ASAE) was about the importance of documentation (published in 2000, you can read it here). Some things never change. Documentation IS king.

Wes's Wednesday Wisdom Archives

Data integrity reports

July 9, 2025

Data integrity reports I speak and write a lot about data integrity reports. So I […]

The most important training tip

June 25, 2025

The most important training tip I’ve been sitting in a lot of database training sessions […]

Be careful about getting tangled

June 18, 2025

Be careful about getting tangled “We had done a lot to tangle ourselves up.” – […]

Discipline. Always discipline.

June 11, 2025

Discipline. Always discipline. I’ve been producing a newsletter in some form for over 25 years […]

Simpler is better

June 4, 2025

Simpler is better Recently, a client of mine was discussing how they manage membership reinstatements. […]

Baby steps

May 28, 2025

Baby Steps A journey of a thousand miles begins with a single step. You have […]

Sometimes what you’re using IS the best option

May 21, 2025

Sometimes what you’re using IS the best option I love technology and I’m inherently lazy, […]

Do they hate the system?

May 14, 2025

Do they hate the system? When an association asks me for help finding a new […]

Artificial Intelligence is the next revolution in data management

May 7, 2025

Artificial Intelligence is the next revolution in data management I’ve been in the data management […]

There’s always gonna be something

April 30, 2025

There’s always gonna be something I’ve been consulting for 26 years now and I’m still […]

Leave a Comment

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

Scroll to Top