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Archives: November 2014
24 November 2014, by , in New article, 1 comment
One of the most common requests I hear from my clients is that they want to be able to easily import outside data into the database. They might have things like lists of attendees from meetings not managed in the primary database; or membership leads gathered from a trade show staff recently attended; or names...
19 November 2014, by , in AMS Vendors, 1 comment
I recently had the opportunity to attend iBEF, the iMIS Business Excellence Forum. iBEF is hosted by ASI, the makers of iMIS. As the website says, the “program is designed to help iMIS clients maximize their investment in iMIS by improving overall organizational productivity, increasing revenue, and/or reducing expenses.” As Nathan Slovin of ASI explained...
17 November 2014, by , in Executive, Marketing, No comments
Over two decades ago, I worked for a small trade association whose primary product was a very large trade show put on every two years. The association itself had been around for over 100 years, and the trade show was in the top 50 in the US in terms of square footage. And yet, ten...
14 November 2014, by , in Executive, IT, No comments
Over the past six months I’ve helped several associations go-live with their new association management systems. One thing that has struck me with each of these implementations is the importance of training not just before go-live, but after go-live as well. The need for training before go-live is obvious. But why would you need training...
12 November 2014, by , in AMS Vendors, No comments
In my last blog post I wrote about Protech’s efforts to improve transparency into their company, an effort that I applaud. One of my favorite examples of transparency comes from another company serving the association market, 20twenty Strategic Consulting. Each quarter, Rob Miller, executive vice president of 20twenty, sends a short “state of the company”...
I had the opportunity to attend Protech’s Annual Users Conference in September, and one of the overriding themes from Brian Bruffey’s (Protech’s CEO) keynote speech was transparency. As Brian explained it, Protech is focusing on creating greater transparency for their customers into how Protech works as a company, and how its product will be improved...
7 November 2014, by , in Data Management, Executive, IT, No comments
I was meeting with a group of association CFOs recently, discussing how they use their association databases. During the course of the discussion, one of the  executives said “We call our database the coffin.” When I asked him why, he smiled and said “Because in our organization, that’s where data goes to die.” He explained that although...

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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