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12 December 2011, by , in Data Management, No comments
Avectra is running a series of guest blog posts for the next 12 days. You can find my post here, on my predictions for data management in associations in 2012.
6 December 2011, by , in Random Thoughts, 10 comments
I was speaking recently with Frank Wolfe, CAE, CEO of the Hospitality Financial Technology Professionals, in Austin, TX. Frank had a great idea for some simple but highly useful functionality in an AMS: when viewing an individual’s record, display the current time in that individual’s time zone. Frank explained because he has members all over...
5 December 2011, by , in Random Thoughts, No comments
I’ll be speaking twice at the ASAE Technology Conference this week (Wednesday, December 7). My first session, with Rene Shonherd, is “Data Management Tips Every Association Needs.” My second session is “AMS Selection for Smaller Associations.” You can learn all about the tech conference here: http://technologyconference.org/
17 November 2011, by , in New article, Uncategorized, No comments
I’ve posted a new article on my website. A few years ago one of my most successful clients told me that with all the advice I had given her for improving the management of her AMS, the single best piece of advice was to have her organization create an internal users group. My advice was simple:...
15 November 2011, by , in AMS Vendors, 1 comment
I’ve noticed an uptick, lately, in the amount of free education being provided by AMS vendors. This is a promising development, as any real and useful information (i.e., not advertising) is welcome. Here are just some examples of vendors providing online education, very often for free. These are in no particular order, and I welcome...
TMA Resources has begun a new series of weekly educational videos on their website called “Association Tech News.” In this week’s installment, there is a brief interview segment with me. Association Tech News can be found here. The complete interview with me can be found here.
9 November 2011, by , in Data Management, No comments
I’ve written often about “managing to the exception,” the idea that all of our business rules have to apply to every case (i.e., the exceptional cases), instead of just the most common types of cases. One of my favorite examples of managing to the rule rather than the exception is the Dulles Greenway toll booth...
7 November 2011, by , in Executive, 3 comments
Effective change requires leadership. Leadership from the top. Compare these two situations (true stories, clients of mine from the past): Association 1 has never had a centralized data management system. However, the CEO as well as key senior leadership understand the need for a centralized system, and together we work to select and implement a...
4 November 2011, by , in Data Management, 3 comments
When it comes to managing our organization’s data, we too often allow our staff some short-term gains which create long-term pain. Let me provide some examples (all of these are actual cases of clients of mine): Managing the list of board members in Outlook because that’s easier than managing them in the central association management...
2 November 2011, by , in Data Management, No comments
I’ve worked with well over 100 associations in my years as a consultant. In my experience, those of my clients that are most successful are those that don’t just talk about doing things, but actually do things. I know this may sound obvious, but stick with me a minute. When I work with my clients,...

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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