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Archives: October 2011
31 October 2011, by , in Data Management, 4 comments
I once met with an association executive director to discuss the challenges she and her association were having with their data management systems. As we discussed what was possible with newer technology, she was especially excited to hear how a new AMS would allow her to capture interactions between her and her members. This is...
31 October 2011, by , in Executive, No comments
According to a recent article in the Chronicle of Philanthropy, “two reports…show a disconnect between what nonprofits provide to their workers and what employees say is essential to their job satisfaction.” The article goes on to state that “70% of workers in two surveys said their jobs were either disappointing or only somewhat fulfilling” and...
One of the most significant changes in association management software over the past decade is the change in functionality focus from staff to customer. That is, prior to the internet (and even early on in the internet years), AMSes were designed to help staff process data more efficiently. As the internet grew and more and...
25 October 2011, by , in Data Management, 2 comments
How do you know if you’re being successful with your existing data management system? For most organizations, the primary metric is “lack of complaints.” That is, if no one is really complaining, then the system must be working. Right? Not necessarily. What I often see when I work with my clients is that a lack...
18 October 2011, by , in AMS Vendors, Research, 1 comment
A recent article at destinationCRM.com discusses research from AMI-Partners that suggests that the software-as-a-service (SaaS) CRM market is set to undergo double-digit year-over-year growth in the next five years. The research cites four reasons for this: Greater availability of broadband internet proliferation of wireless-enabled mobile devices the economy enterprise-class solutions with lower total cost of ownership...
I’ve posted a new article on my website. The world of technology never stops changing, and certainly the same is true for the world of association management software (AMS) vendors. As I look back at 2011 and forward to 2012, there are several trends I see developing among many (though certainly not all) of the major...
12 October 2011, by , in Marketing, No comments
Tony Rossell at the Membership Marketing blog has listed the “25 Most Important Lessons in Membership Marketing” based on their recent survey of membership marketers. It’s an interesting list, and what I found most intriguing is how a well-implemented and well-managed membership and customer database (think AMS) can support (nay, is required for) several of...
A recent article in the Wall Street Journal highlighted the desperate need businesses have for workers skilled at analyzing data. The article outlines how many companies have been partnering with major US business schools to develop curriculum and certificate programs for data analytics. The article makes it clear that finding individuals who have these skills...
I was recently helping a client of mine with an AMS system selection. After a thorough review of needs and potential systems, my client chose a vendor that she felt was their best match. The vendor was very pleased to hear that they had been selected. But rather than immediately signing a contract, the vendor...
6 October 2011, by , in Data Management, 1 comment
David J. Martin, CAE, is CEO of the Society of Critical Care Medicine. He has written a great article for the recent issue of Associations Now (available online here). In the article, Martin describes how, as CEO, he mandated that all data be managed in a single database (a principle I’ve been advocating for two...

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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