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Archives: November 2010
I wrote here recently about my positive experience with donating to ASAE’s Foundation. Following my donation I received not one, not two, but three separate snail-mail communications from ASAE. One was my printed receipt (since it’s a tax deductible donation) and the other two were personal, hand written notes from Peter O’Neill (chairman of the...
29 November 2010, by , in Job Listings, No comments
The National Recreation and Park Association has created a new position in the IT department and is currently looking for someone who can help manage data and create crystal reports. You can learn more about the position here: https://home.eease.adp.com/recruit2/?id=535570&t=2
I received, in the mail this weekend, a letter from the ASAE Foundation, asking me for a donation. Having been a volunteer for ASAE for over 15 years, this letter has some appeal to me. (Kudos to ASAE for opening the letter with “As a volunteer…” Proof that someone there knows me!) As I set...
9 November 2010, by , in Data Management, No comments
I was speaking with Mike Murphy at the American Sociological Association about our upcoming session at the 2010 ASAE Technology Conference. (You’re attending, right? Our session is on the AMS selection process.) During our discussion of his experience with selecting and implementing an AMS, Mike raised a great point: It’s critical to have some type...
Protech Associates, a long-time AMS vendor, has announced the release of their latest product line, Memberpoint. Memberpoint is a SaaS (Software as a Service) version of the Microsoft CRM product that has been Protech’s primary product for many years. Like all AMS products, Protech’s CRM for Members has its issues, but in general, I’m a...
4 November 2010, by , in Data Management, 2 comments
Over the years, I’ve written a whole bunch about training (Click here for all kinds of tips.) Recently, Donna Dunn, Executive Director and CEO of the Association of YMCA Professionals, emailed me with some thoughts on training. She has given me permission to reprint her thoughts here: I would argue — as a consumer 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