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Archives: May 2009
Here is Forrester Research on user how to get more value from your CRM implementation: “The biggest culprit in keeping organizations from fully taking advantage of their CRM implementations is user adoption — a longtime scourge of successful CRM projects.” Here I am on user adoption: “While there are many factors that affect long-term success...
26 May 2009, by , in Uncategorized, 2 comments
I have accounts on Twitter, Facebook, and Linkedin, and I write blog posts here at least twice a week. I don’t spend too much time on any of them, but this analysis from Alan Weiss on the potential for social media to eat away at your time is pretty disturbing. His analysis: If people visit...
I recently spoke at a meeting for the Canadian Society of Association Executives on how to use my seven step process for selecting a new association management system. While discussing the seven steps, a member of the audience asked me where the step was for choosing a consultant. I demurred, thinking he was joking, but...
I like to give props to AMS vendors when they do something really smart. I’ve written about Avectra’s publicly available wiki here. The wiki alone is pretty cool. But here is some content which I think is extremely useful and demonstrates nice transparency on Avectra’s part. The wiki entry explains how the transition from implementation...
This is the last in a series of tips from my book, Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database. I’ve been asked by several people which of the tips are my favorites. So this series of blog posts focuses on five of them. Each of these tips is...
This is the fourth in a series of tips from my book, Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database, I’ve been asked by several people which of the tips are my favorites. So this series of blog posts focuses on five of them. Each of these tips is...
This is the third in a series of tips from my book, Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database, I’ve been asked by several people which of the tips are my favorites. So this series of blog posts focuses on five of them. Each of these tips is...
This is the second in a series of tips from my book, Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database, I’ve been asked by several people which of the tips are my favorites. So this series of blog posts focuses on five of them. Each of these tips is...
With the recent release of my book, Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database, I’ve been asked by several people which of the tips are my favorites. So this next series of blog posts will focus on that. Each of these tips is reproduced verbatim from the book....
I’ve seen this quote attributed to Aristotle, among others. Not sure who said it, but it rings true when it comes to database management. I’ve long been an advocate of decentralized data entry. (See here and here.) But what’s missing in all of this is that while data entry can be decentralized, overall management of...

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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