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Archives: May 2008
My favorite quote from Peter Drucker comes from The Effective Executive (written over 40 years ago!!). On page 5, Drucker writes: “The greatest wisdom not applied to action and behavior is meaningless data.” Quite simply, what Drucker was saying is that any information that you have that doesn’t cause you to change how you behave...
Don’t forget, I’ll be speaking at the ASAE Marketing and Membership Conference next Thursday, May 29, from 2.15-3.30, on how associations are using business intelligence to improve marketing and membership. More info here.
I came across this in a business magazine. It seems Microsoft (and other companies) are producing children’s books to promote their products. You can even buy this on Amazon!
Selection and implementation of a new association management system is an incredibly trying process. If done well, at the end of it all, you’ll have a new system that will address your organization’s business needs. There is a natural tendency to think “we’re finished” once the new system is up and running. But alas, our...
I’m frequently asked by clients to review their business processes. That is, to look at how they process information throughout the organization. One way to look at this is to think about how many times a particular piece of data is “touched” by your staff. The more touches, the less efficient, and the greater the...
I recently had the opportunity to sit in on a CRM session presented by Paul K. Ward. One of the points Paul made about data management is that bad data destroys value. That is, bad data doesn't just annoy your customers, it actually causes damage to any relationship you may have built. Consider a company...
Here's a good article on technical training. Included in the article is the following brilliant observation: “Block out time immediately after training to practice what you’ve learned,” says Wes Trochlil, president of Effective Database Management in Hamilton, Virginia. “Too often we go right back to work after training, rather than taking time to reinforce the...
1 May 2008, by , in Data Management, 1 comment
As you can see at this link, the ASAE Data Standards Committee has released a preliminary set of standards for constituent XML. According to the site, "For those who understand XML standards, the various documents will be self-explanatory. For those not used to dealing with these types of documents, this document should provide at least...

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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