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Archives: August 2011
There’s a great discussion going on here about the pros and cons of Salesforce.com in the association market. Scroll down in the comments section to see what the different parties are saying. Click here to read more. And feel free to add your own thoughts to the debate.
Working in a homegrown system is malpractice. (Click here to read why.) I continue to marvel at the number of associations I encounter that are still using homegrown software (or worse yet, Excel spreadsheets) to manage all of their association’s data. There is a large number of association management software systems now available (see here...
26 August 2011, by , in Executive, No comments
I was meeting with an association executive recently to discuss how I might help them with the selection of a new AMS. During the course of the conversation, the executive director explained that when the board asked for certain sets of data about the membership, it might sometimes take two days of staff work to...
24 August 2011, by , in Executive, No comments
An association recently contacted me to help them review some proposals they’ve received from some AMS vendors. The association is looking to replace their existing homegrown system with an off-the-shelf system (a wise choice). They’ve spent countless hours going through demos, reviewing proposals, making matrices of vendor comparisons, and narrowing down their decision. As I...
I was reminded of this again recently while shopping for a new car. Working with a local car dealer, I had narrowed my choice down to the same model of car with two different color schemes. He didn’t have the cars in stock but said he could get them. A week later, he emailed me...
18 August 2011, by , in Executive, Marketing, 6 comments
Working with a client recently, I was surprised to learn that the association allows individuals who are currently registered for an upcoming event to cancel online. That is, the customer could go online, login, find their meeting registration, and cancel the meeting registration. Their process is then to review the cancellation and refund the registration...
10 August 2011, by , in Rants and Kudos, 9 comments
I just returned from the ASAE Annual Meeting in St. Louis, and wanted to share some quick thoughts on the event. The opening reception was held under the Arch, and it was great. But MAN, we could have used some air conditioning! It was hot and HUMID! The opening general session featured some individual awards...

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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