Subscribe to my newsletter EDM News
Archives: January 2012
Every so often, a client of mine will ask me about parallel processing. Generally they’ll ask something like “How long should we be running both our current AMS and our new AMS in parallel?” My answer is always “Don’t bother with parallel processing.” Here are three reasons: Staff never actually does it. Think about it;...
This is the first in my 2012 series of podcast interviews that I’ve been conducting with CEOs from providers of association management software. Today’s interview is with Richard Davis, Chairman and CEO of Avectra. In this interview we discuss Avectra’s new technology, A-Score, and how associations are currently investing in technology.
I recently received an online survey from a free newsletter that I subscribe to. The very first question asked me how long I’d been a subscriber. What? You’re asking me how long I’ve been a subscriber? Don’t you have that data? I can’t tell you how many times I’ve seen my clients ask similar questions...
One of the most common gripes I hear when I talk with business development staff within associations is that they don’t have enough time to enter data, and therefore don’t use the database. I think there are several things going on here: The system they are using MIGHT BE cumbersome. They’ve never developed a good...
I’m conducting a search for a new AMS on behalf of one of my clients. We requested responses, including pricing, from five vendors. Of the five vendors responses, THREE of them had mathematical errors in their proposals. Ironically, the only area of the entire proposal that I can judge for absolute accuracy is the math!...
19 January 2012, by , in New article, No comments
I’ve posted a new article on my website. Although every system selection process has its nuances (over the past dozen years I’ve completed nearly a hundred with my clients), there are generally seven steps that I follow for helping associations select a new association management system (AMS). Click here to read the rest of the article. Of...
12 January 2012, by , in Executive, 2 comments
At the session I presented at the ASAE Technology Conference last month, one of the points I made was that you should never collect data you’re not going to use. Seems obvious enough, but I still see many of my clients collecting data out of habit: “Oh, we’ve always asked for their highest degree attained....
11 January 2012, by , in Executive, 3 comments
A session attendee at the Tech Conference said (I paraphrase): “In all the proposals I’ve received from AMS vendors, the amount of training proposed seems ridiculously low to me. Why do the vendors underbid on the training aspect of their product?” I invite the vendors to respond here, but I think there  are several things...
10 January 2012, by , in Executive, IT, Uncategorized, 2 comments
During one session I attended at the ASAE Tech Conference, the issue arose of testing in the AMS during implementation. Testing is a key step during the implementation of a new AMS. After all, you either test the system before you launch it (with test case scenarios, discussed below) or you test it in real-time...
6 January 2012, by , in Executive, No comments
At one session I attended, an audience member asked the question quite plaintively: “How do we deal with the fear and pain of selecting a new association management system?” First, you’re not going to eliminate the fear. People will be worried/concerned/scared. You can’t change that. Second, there is going to be some “pain,” regardless 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