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Archives: April 2009
30 April 2009, by , in Data Management, No comments
If you’re considering the search for a new association management system in the coming months, make sure you don’t miss ASAE’s AMS Demo Days, taking place Thursday and Friday, May 14 and 15, 2009. You can get all the details here. I’ll be appearing on Thursday afternoon on a “consultants panel” to discuss the various...
28 April 2009, by , in Data Management, No comments
I get this question a lot from my clients, especially “smaller” clients (those under 25 staff). This issue becomes particularly relevant when the association has implemented a new organization-wide association management system for the first time. As a very general rule of thumb, I think once an organization has reached 25 staff, it’s time to...
23 April 2009, by , in Data Management, 3 comments
I’m not a big fan of the phrase “paradigm shift,” but I recently experienced one first hand that I found rather interesting. I was speaking for the Association Forum of Chicagoland at their office downtown. To get to the Forum offices, like most office buildings, you have to ride the elevator. But in the Forum’s...
21 April 2009, by , in Data Management, No comments
This information is two years old, but I suspect it hasn’t changed much. “The average middle manager spends about two hours a day looking for data, according to a study by Accenture of 1,009 managers at U.S. and U.K. companies with annual revenue of more than $500 million….Once they obtain the hard-sought information, half of...
16 April 2009, by , in Data Management, 2 comments
In this survey, Campbell Rinker asked a series of questions of non-profits about their primary donor/member management software. On page 3, the following question is asked: “If an organization just like yours was thinking about adopting the product [you use] and they asked for your advice, would you recommend they adopt it?” The results were...
14 April 2009, by , in Data Management, 8 comments
In this article on destinationcrm.com, Guy Kawasaki says: “I think it’s inherently arrogant if you think that you are worth following, but the person following you is not worth you following,” he said. “I don’t want to send the message that 91,000 follow me, but I only follow 50. That’s a message that only 50...
7 April 2009, by , in Data Management, 2 comments
When working with my clients on data conversions, I always point out that they should convert as little data as possible, since that is easier and typically less expensive. I also tell my clients to never collect any data they’re not going to use. These days it’s too easy (and cheap) to ask for and...
2 April 2009, by , in Data Management, No comments
I found this very interesting. A recent report released by Target Analytics suggests that those that make online donations (as opposed to mail or phone) are likely to give larger gifts, but are also likely to not retain as well as other donors. As the report states: “Many donors cease giving online after their initial...

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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