There is value in just going through the exercise

There is value in just going through the exercise

I was working with a client recently on helping them adopt new business rules for managing the customer relationship management (CRM) aspect of their association. The project includes reviewing how staff throughout the organization interact with members and customers, and included discussion of what type of data should be captured, how staff should capture it, what the reporting would look like, and so on. It's a large project with a lot of moving parts.

During a recent discussion reviewing where we are in the process, one of the participants observed: "There is value in just going through this exercise."

And he's absolutely right.

By looking at all of the ways the organization interacts with its members and customers, they are getting good insight into all the different processes and business rules currently in place. This, in turn, gives them an opportunity to start asking questions like "Does that process make sense?" or "Do these business rules really apply any more?"

Every business rule and every process we establish in our organizations probably made sense at the time it was created. (Sometimes it doesn't, but go with me here!) But as time goes on, what made sense then may not make sense now. But inertia and competing priorities cause us to allow these rules and processes to linger long past their "best when used by" date.

So when you're working on any new data management project, keep an eye out for the "added value" that project may bring.

Wes's Wednesday Wisdom Archives

Eyes wide open and affirmative decision-making

April 16, 2025

Eyes wide open and affirmative decision-making When I work with my clients on any type […]

Honoring an industry legend

April 9, 2025

Honoring an industry legend I’m taking a break from my usual data management tips to […]

Never burn a bridge

April 2, 2025

Never burn a bridge My children have reached the age where they have, or are, […]

You CAN compete with the big guys…

April 2, 2025

You CAN compete with the big guys… In my experience, associations often undersell their actual […]

Join (or start) your users group!

March 26, 2025

Join (or start) your users group! Today’s message is simple: If the AMS you’re using […]

They don’t care, until they care.

March 19, 2025

They don’t care, until they care. One of the more common questions I get from […]

Longfellow and data management

March 12, 2025

Longfellow and data management “We judge ourselves by what we feel capable of doing while […]

Do you really need all that historical data?

March 5, 2025

Do you really need all that historical data? A question I’ll often get from my […]

AI actually requires thinking

February 26, 2025

AI actually requires thinking “I don’t think AI introduces a new kind of thinking. It […]

It’s not the mistakes, but how you respond

February 19, 2025

It’s not the mistakes, but how you respond Recently a client was complaining about a bug that […]

Leave a Comment

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

Scroll to Top