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Archives: April 2011
I recently had to process a refund through my PayPal account (first time ever!). The account I was refunding from had only that one transaction in it, so according to PayPal’s rules, I would not be charged the usual fee and thus I could refund the full amount, which is what I did. Today I...
18 April 2011, by , in New article, No comments
I’ve posted a new article on my website. For any association staffer who has been through the process of trying to convince their board that it’s time to invest in a new association management system, the question “Why do we need to spend so much money on a new database? Why can’t we just buy (Microsoft)...
I ordered a hand exercise product online last week. It was from a website that I stumbled across, and the product was what I was looking for. I placed my ordered and received an email confirmation of my order. And since then…nothing. No delivery of product, no notice of when to expect my shipment, nothing....
12 April 2011, by , in Executive, No comments
I was working with a client on the selection of a new data management system. In one of our early conversations, we talked about the "costs" involved with maintaining the current database. The usual costs came up: direct costs like...
7 April 2011, by , in Random Thoughts, No comments
…is in its implementation. Growing up I had a good friend who was a bit, how should I say, reckless. He LOVED doing crazy things, the crazier, the better. And typically, his antics started with “Hey, I’ve got a good idea…” One of his “good ideas” I remember most vividly involved his wearing a motorcycle...
I started work with a new client last week, and while talking to my contact about the staff I would be interviewing, my contact said: "Sally is our finance director.
4 April 2011, by , in Data Management, IT, No comments
I'm always struck by the confusion that these two terms can create. This becomes most evident during software demos, when vendors are presenting their software to my clients. Clients will ask about...
In a few weeks I'll be speaking at ASAE's Marketing, Membership & Communications Conference. My session will be on leveraging your organization's AMS to improve...

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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