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Archives: July 2014
28 July 2014, by , in Uncategorized, No comments
Tate & Tryon is hosting a FREE seminar on data management, designed especially for C-suite executives, this Wednesday, July 30,...
16 July 2014, by , in Data Management, IT, No comments
I was once working with a client during implementation of a new association management system. At one point we got into...
14 July 2014, by , in Executive, Marketing, 1 comment
In my almost-ten-years as an association professional, I worked for three different associations whose membership was based on organizations rather...
One of the biggest challenges associations face during a transition from one AMS to another is data conversion. Deciding what data...
8 July 2014, by , in Executive, IT, Marketing, No comments
Almost every AMS on the market today has some form of CRM (customer relationship management) functionality that allows staff to...
My oldest son (age 16) is interested in rebuilding our wooden swing-set, which is over 12 years old and in...
2 July 2014, by , in Executive, No comments
Recently I met my daughter at the bus stop after school and walked her home. As we approached my house, we picked up...

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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