Subscribe to my newsletter EDM News
Archives:
11 December 2012, by , in Uncategorized, No comments
I’ve made some minor but significant changes to my website. You can now find all of my videos on this dedicated page. And of course, I continue to add to my free resources page. If you haven’t already, be sure to sign up for my free monthly article.
4 December 2012, by , in AMS Vendors, 8 comments
I just received an email from Bill Stover, CEO & President of YourMembership, announcing the  merger of YourMembership and Affiniscape. According to the press release, the combined companies now serve over 2,300 organizations in 32 countries around the world. This would make them one of the very largest AMS providers, in terms of number of...
4 December 2012, by , in New article, 2 comments
I’ve posted a new article on my website. While most of my clients use centralized association management software (AMS) systems, which are designed to manage all of an association’s data, almost every one of my clients also uses some third-party system in addition to the AMS. Examples of third-party systems include broadcast email systems (e.g., MagnetMail,...
3 December 2012, by , in New article, 1 comment
I’ve posted a new article on my website.   For over five years, I have been writing about the benefits of business intelligence for associations. And for five years I’ve been waiting to see signs of more associations adopting a business intelligence approach to using data. I’ve been waiting patiently for case studies of associations using...
I recently received the monthly newsletter from Matrix Group, one of the many  vendors on my list of AMS vendors. In the newsletter, Matrix’s CEO, Joanna Pineda, outlined how Matrix had hosted a “town hall meeting”  with their customers, in order to outline new enhancements to the product, as well as to solicit feedback from...
22 October 2012, by , in Random Thoughts, No comments
My friend and colleague Ray van Hilst at Vanguard Technology is conducting an association benchmarking survey about website redesign. Ray is using this information as part of his presentation at the ASAE Tech Conference in December. (I’m also presenting twice at the Tech conference; you can get all the details here.) To respond to Ray’s...
9 October 2012, by , in AMS Vendors, 2 comments
I had the opportunity to get a sneak-peak at iMIS 20, which ASI is releasing on December 6, 2012, at the ASAE Technology Conference, and will be available to customers for deployment in January 2013. While this release, by ASI’s suggestion, is more evolution then revolution, it is a repositioning of iMIS as not just...
25 September 2012, by , in Executive, IT, 2 comments
This one isn’t so much a philosophy as just a sensible business practice. You MUST have some type of disaster recovery plan in place. And not just for your technology, but for your entire organization’s operations. (By definition this includes all of your technology.) Back in late 2001, a colleague of mine managed a small...
24 September 2012, by , in Podcasts, No comments
Bryan Kelly of Association Mavens interviewed me last week on the Five Realities of an AMS Implementation. You can watch that here.
24 September 2012, by , in Executive, IT, No comments
This is somewhat related to philosophy #5, in that no matter what decision you make about technology (or any other decision you make in life!),  you’re going to have to make trade-offs. In philosophy #5, I pointed out that “free” doesn’t mean “without cost.” In this case, the trade-off for free software was a cost of...

Archives

Sign-up for EDM News

 

 

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