Our small-staff Association Management Company (AMC) recently acquired a new client. Which is great, but we have a problem. Their data is a mess! Keeping day-to-day operations running for our new association client is nearly impossible given the dire state of their membership and financial data. Should we try to fix the data as we go, or call a time-out to straighten out the mess? Any tips on how to handle this?
Anonymous
Gentle Reader:
One, congratulations on your new client! Two, you have to fix their data. Your ability to manage your new client successfully is entirely dependent on the quality of the data. If things are a mess, you have no way of knowing with any degree of certainty: