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Archives: July 2008
31 July 2008, by , in Rants and Kudos, No comments
Let’s face it, sometimes there is a mismatch between a person’s abilities or attitude, and the needs of the job. And when that mismatch occurs and can’t be remediated, it’s time to help that person find a new job. But too often, for fear of looking like the bad guy, or just doing something that...
29 July 2008, by , in Uncategorized, No comments
I’ve posted a new article on my website, entitled “Establishing a Contact Tracking Policy.” Of course, if you’re already on my announcements list, you would have received notice of this new article right in your email box. Not signed up yet? Sign up here.
24 July 2008, by , in Data Management, 1 comment
Yes, you read that right. When selling anything online, whether it’s membership joins, renewals, event registration, or product sales, you should collect as LITTLE information as possible. What I mean by this is that your sales process should be as simple as possible and present as few hurdles as possible to making the sale. Too...
This is the last of four case studies on how associations are using business intelligence, about which I presented at a recent ASAE conference. There are a lot of details to these case studies, but since this is a blog, I’m going to keep this at a high level. The mission of the National Defense...
17 July 2008, by , in Data Management, No comments
I’m often asked by my clients, when pulling data, if they should use a report or a query. The answer, of course, is it depends on the final use of the information that is output. A simple rule of thumb is that if you need to present the data externally (e.g., a membership listing, an...
This is the third of four case studies on how associations are using business intelligence, about which I presented at a recent ASAE conference. There are a lot of details to these case studies, but since this is a blog, I’m going to keep this at a high level. The Professional Golfers Association includes a...

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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