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Archives: January 2010
28 January 2010, by , in Data Management, 1 comment
The end of 2009 marked the end of my first decade as a consultant. In that time I’ve consulted with over 100 associations, ranging in size from 1 staff to over 700 staff. Ten years is a long time, especially in the technology realm. As I look back over those ten years, I see there...
27 January 2010, by , in Uncategorized, 1 comment
ASAE’s Annual Technology Conference is February 10-12, 2010, at the Walter E Washington Convention Center in Washington, DC. You can learn more about it here. I’ll be speaking twice at the tech conference: Once on selecting an AMS for “small” associations, and in a lightening round of 15 key data management tips for leveraging your...
26 January 2010, by , in Data Management, No comments
Very often I learn my clients are managing data in a way that is “easier” for now, but winds up creating much more work later. Some immediate examples: Using a third party registration company to manage meeting registration (less work) and importing the attendance data back into the primary database (more work). Managing lists of...
I like to give props to association management software (AMS) vendors when they do something really smart. Here’s another great idea from an AMS vendor. I recently had the opportunity to see an extended demo of DAXKO Connect, DAXKO’s association management software product. During the demo, DAKXO highlighted their “DAXKO ideas” portal (which you can...
5 January 2010, by , in AMS Vendors, No comments
On Tuesday, January 26, 2010, I’ll be moderating a panel of three association software CEOs for ASAE’s Online Conference for Small Staff Associations. (You can see the entire agenda here.) If you had a chance to ask any question of the CEO of an association management system software company, what would you ask? Put your...

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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