A few things recently have made me rethink my role with my clients recently in ways that I think are really interesting. One thing that has influenced me is the excitement coders have had in the last few months about the capabilities of AI generally, but specifically Claude. Another is the growing and improving listContinue reading “Preparing for Change”
Tag Archives: technology
Preventing Massive Data Messes
I’ve been hired several times to clean up a database that is a big mess. I really enjoy these projects, and I’m really interested in the patterns that show up across these projects. Unsurprisingly, one thing most of these projects share is that work was done in the past without a well though out plan.Continue reading “Preventing Massive Data Messes”
April 2025: Retention
For the past 10 years, I’ve been having conversations with people about retention metrics. It is a really challenging thing to work on for a couple of reasons, none of which are technical! Any time an organization wants retention metrics, I’ve got to dig in to what they mean when they say retention. Is aContinue reading “April 2025: Retention”
January 2025: Enhanced Recurring Update
Back in September, I posted about a recent upgrade I’d done from Legacy Recurring Donations to Enhanced. Since then I’ve learned an additional lesson that seems worth writing down. I started noticing that we had some Recurring Donations that were getting their future pledge created with the wrong Close Date. Some yearly Recurring Donations hadContinue reading “January 2025: Enhanced Recurring Update”
December 2024: Just because you can doesn’t mean you should
People I work with frequently assume I work for Salesforce or have worked for Salesforce in the past, and that I’m always going to recommend Salesforce’s solution. None of those things are true! I started using Salesforce (Sales Cloud) because it was the right tool for a particular job. Like most people in the SalesforceContinue reading “December 2024: Just because you can doesn’t mean you should”
Artisanal Data 