Write it down!
If you're in the market for a new AMS (or any new technology that has a breadth of functionality, e.g., LMS, marketing platform), before you start shopping and looking at products, you need to write down what you want out of the system.
I'm surprised at the number of organizations I've spoken with over the years who tell me they've been shopping for an AMS, and when I ask them if they've got some written document that outlines the functionality they're seeking, they respond with: "No, we have it in our heads."
There are many reasons to document your needs, but here are the two biggest:
- Documenting your needs allows you to communicate to the vendors exactly what you're expecting from their product. Documentation allows you to avoid the inevitable comments from vendors like "We didn't know that's what you wanted."
- Documentation gives you a "checklist" during implementation. If you've documented what you need, throughout implementation you can refer back to it to answer the question: "Are we implementing what we wanted?"
Documentation helps us avoid the need to "read minds." So whether it's an AMS, an LMS, a new email system, or any other technology, whatever your needs are... WRITE IT DOWN.
Wes's Wednesday Wisdom Archives
Once you know, what will you do?
Once you know, what will you do? I’ve yet to meet a client who didn’t […]
If it’s not in your AMS, why not?
If it’s not in your AMS, why not? I like to tell my clients they’ll […]
Why checkboxes and tags are awesome and dangerous
Why checkboxes and tags are awesome and dangerous One of the most common functions in […]
Don’t miss obvious engagement data
Don’t miss obvious engagement data What I’ve experienced with my clients over the years is […]
All data requires active management
All data requires active management It’s a simple fact of data management that is often […]
Documentation is critical for consistency
Documentation is critical for consistency There are so many reasons why documenting your data management […]
Consumer demands change and technology changes
Consumer demands change and technology changes When I work with clients on the selection of […]
Why I write
Why I write Thirty years ago, I started a new job as director of membership […]
DAN – The Data Analytics Network
DAN – The Data Analytics Network I’m a huge fan of users groups (both internal […]
Process before technology
Process before technology In a conversation with a client recently, I was reminded (yet again) […]