AMS - MARRIAGE COUNSELING OR DIVORCE
Gretchen Steenstra, PMP
Rebecca Achurch, PgMP, PMP, CSM, CAE
Old Town IT
WHISPERS THROUGH THE AIR
Is it the software or something else?.....
THE ELEPHANT IN THE ROOM!
Technology is never ending. You are in the world
of continuous improvement. Prepare for it!
WHAT YOU SHOULD ASK/KNOW ABOUT YOUR XMS??
Last time you upgraded? (Maintenance)
What is your Staff Training/Staff Turn Over
Is training part of your annual budget and annual goals (have you worked on-going training into the
agreement with the AMS vendor)
New initiatives you could or could not achieve with the AMS
Integration/Partnerships with your AMS. How are things connected? When was their last upgrade?
Are you including your partners with things are changing/evolving or new?
SR. MANAGEMENT SHOULD ASK/KNOW
What are the pain points of the existing system?
Who is complaining? What are they complaining about?
Have people participated in training
Do you have SOP’s. Are they up-to-date?
Who “owns” processes within the organization?
Who “owns” vendor relationships?
Do you have a champion of the system?
Do you have a “naysayer” for the system?
TIME TO HEAD TO THE COUCH?
Spiking complaints from staff? From Members?
Turn over ?
I can’t do my job???? (the truth or a red herring)
Missing functionality that keep organization from achieving goals
Vendor can’t tell you how to use the system
Couples Therapy – Back to Baseline/Training
Am I being a good client?
Is this a training issue? EG: are staff using the system in the correct way
Am I off the on or off the upgrade path?
What’s the organizational attitude?
Such a bad taste you have to change?
Communication issue? Complacency?
Divorce – Fresh Start
Merger and new company doesn’t fit you well
DIVORCE – LEARN FROM YOUR MISTAKES
Really…you have to do some soul searching…
Strategic goals – where are you going?
Resourcing/Commitment – do you have the time?
Approach – what is really important for your organization functionally and historically
Ask why, why, why, why do things the way we do?
Are we willing to change processes?
Can I clearly articulate the needs of organization to vendor?
How will an implementation impact the day-to-day work of the staff?
CHOOSING YOUR NEW MATE
After presenting RFP – what questions does the vendor ask. (Good ones ask really good ???)
Similar clients – Don’t just talk to the execs. Site visits, SEE people using the system
Their strategic goals
Partner relationships (integrations and the like)
Non-dues revenue offerings
Define criteria before you go on a date!
Fit, fit, fit
How technology savy is your staff?
Prepare for success
Rinse – repeat….