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Archives: July 2007
31 July 2007, by , in Data Management, No comments
Don’t forget, in addition to all of these brilliant blog posts, you can find a bevy of free articles on my website. I’ve recently added two new articles to the list. I typically add one new article per month. You can sign up to receive notices as new articles are posted by clicking here.
30 July 2007, by , in Data Management, No comments
The Wall Street Journal had an interesting article (subscription required) a few days ago talking about the trend in "management by data." In a nutshell, large corporations have figured out that if you analyze the behavior of your customers you can leverage that information into better performance. The dark side, according to the article, is...
27 July 2007, by , in Rants and Kudos, 3 comments
On his Membership Marketing Blog, Tony Rossell has a post about membership dashboards. He provides a link to a chart that shows all kinds of membership information. I noted in the comments section: "…I must take exception to the use of "dashboard" with the example you provide. A dashboard, at a glance, provides instant information...
26 July 2007, by , in Data Management, No comments
In this tip, I discuss how considering “worst-case” scenarios can help you decide whether or not to do something. There has been an interesting thread on one of the ASAE listservers about the “risk” of putting the membership directory online (and ceasing publication of a print directory). Anecdotally, about five associations said they had moved...
I had the opportunity to view a demo of the Computility AMS recently. For very small associations, I think the system is worth consideration. Here are the highlights: CRM tool. The system includes a neat area for tracking contacts and follow ups with companies and individuals, and even allows for assigning follow up to other...
I often tell my clients to avoid managing (or programming) to the exception. What I mean is too often when one or two members or customers complain about how we do something, we assume that we should accomodate their complaints and change our processes (or worse yet, reprogram the database to manage it). It's quite...
I was trading emails with my colleague (and fellow AMS consultant) George Breeden recently, and he raised an issue that I’ve long felt was missing from essentially every AMS vendor out there. George put it this way: The vendors should be taking proactive steps to maintain and build the relationships, not just in a reactive...
Recently I began receiving emails from a political advocacy organization that has views that are, shall we say, completely counter to mine. I suspect one of my "funny" friends may have signed me up. That's all well and good, except that the emails don't provide any opt-out information. There is a link to their "privacy...
19 July 2007, by , in Research, No comments
In this post I talked about IT salaries in the general population. At the time I wasn’t aware that ASAE had updated their Association Compensation book, but now that I have a copy of it, I can report how the association salaries compare to the at-large IT population. It’s difficult to make an absolute apples-to-apples...
Many associations struggle with the relationship they have with their software vendor. There are many reasons for this, but a primary one is expectations. Too often, associations expect immediate response from their vendors, and perhaps more importantly, they expect immediate resolution to their problems. Rob Gates of SHRM recently posted the following note to the TMA...

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Testimonials

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance