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Archives: January 2009
This is the fifth in a series of podcast interviews that I’ve been conducting with CEOs from providers of association management software. Today’s interview is with Joanna Pineda, CEO and Chief Troublemaker of Matrix Group International. In this interview we discuss how associations are managing their budgets and talk about how associations can get more...
This is the fourth in a series of podcast interviews that I’ve been conducting with CEOs from providers of association management software. Today’s interview is with Kevin Hostutler, President and CEO of ACGI Software. In this interview we discuss how associations are managing their budgets and talk about how associations can get more from their...
This is the third in a series of podcast interviews that I’ve been conducting with CEOs from providers of association management software. Today’s interview is with Don Turner, President and CEO of ARC Solutions. In this interview we discuss the state of associations and technology today, and Don provides an interesting metaphor for how to...
This is the second in a series of podcast interviews that I’ve been conducting with CEOs from providers of association management software. Today’s interview is with Edi Dor, President and CEO of TMA Resources. In this interview we discuss how associations can more effectively leverage their AMSs and exactly what “persona-based” means.
This is the first in a series of podcast interviews that I’ve been conducting with CEOs from providers of association management software. Today’s interview is with Brian Bruffey, CEO of Protech Associates. In this interview we discuss the state of the economy and the future of association management systems.
Sometimes I read things that are so patently obvious, I wonder why they’re even news. Accenture has released a survey of 4,100 consumers that determined that “service — more than price — is a clear differentiator” for who customers choose to work with. I don’t know why this would be news to anyone, but apparently...
CiviCRM is an open source CRM package designed specifically for the non-profit market. CiviCRM integrates with Drupal and Joomla, two open source CMS packages. CiviCRM includes modules for contributions, events, membership, and broadcast email. I’ve been aware of CiviCRM for several years now, but have only recently spoken with an association that is actually implementing...
12 January 2009, by , in Uncategorized, No comments
Have you registered for the 2009 Association Technology Conference & Expo yet? What are you waiting for? I’m told attendance will once again break records. Here are some of the highlights (besides my session, of course): There will be 50+ Technology Idea Labs about the most exciting advances in: • AMS Solutions • Web 2.0/Social...
8 January 2009, by , in Data Management, No comments
I’ve written in the past about establishing a contact tracking policy for your organization. In my experience, very few organizations execute this successfully. One of my clients, Grantmakers for Effective Organizations (GEO), recently put together a short guideline for staff on tracking interactions with their constituents. With J McCray’s permission, I’m reprinting four questions (developed...
Perhaps it goes without saying, but I’ll say it anyway: long-term success with your database requires good discipline. When I say discipline, I mean being disciplined about how we collect data, how we manage the data, and how we use the data. Discipline includes things like documented business rules and procedures, data integrity reports, and...

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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