Managing Your AMS Implementation: Tip #5 Gather Samples

Planning for an AMS implementation can be a huge undertaking and involve a great many staffers in your organization. Here’s a quick tip that can help you plan ahead.

Notebooks from Morguefile for MaxxBlogTip #5 Gather Samples

Once you’ve cleaned up your data, the prep work’s not done. Next, you need to make sure you’ve got copies of all reports, rosters and other sample information that you need throughout the entire year.

  • Include all meeting rosters and specific reports
  • Quarterly/Year end reports
  • What other reports does your organization use on a regular basis? Quarterly? Annually?
  • Check with each department and make sure you’ve got a sample of what they use, even if it’s just once a year, or every other year.

Think you’ve got too many samples? Probably not. If it’s used, you’ll need to make sure you have a sample so that your new vendors can account for this in the implementation.

Tip #6 Managing the Project

Joanna Pineda

About Joanna Pineda

Joanna’s business card reads CEO/Chief Troublemaker for a reason. She relishes a challenge and introduces change wherever she goes. She knows anything is possible and that clients come to Matrix to hear "Yes", not "No." Matrix is purple because of Joanna. Staff like to call her JP.

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