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Archives: April 2015
30 April 2015, by , in Executive, No comments
A phased implementation is one where, at go-live, only certain critical functionality is available to staff and customers. For example,...
29 April 2015, by , in Data Management, No comments
In August at the ASAE Annual Meeting, I'll be presenting a session on Data Governance along with Deb Hangar, ASAE's...
24 April 2015, by , in Data Management, No comments
When we were kids, the sandbox was the place you could play, and build things, and knock them down and...
When I work with my clients on their data management issues (especially when choosing a new AMS), I'll ask them...
When I work with clients on their data management systems, one of the most common requests I get is that...
20 April 2015, by , in Executive, No comments
For senior leaders of learning (associations that market and sell continuing education and professional development), you won't want to miss...
At Personifest earlier this week I got to hear Rick Smolan speak on the Human Face of Big Data. Among...
Personifest wrapped up yesterday, and while I wasn't able to attend all three days, I did get to see the...
14 April 2015, by , in Executive, No comments
In my speeches, my writing, and my work with clients, I often talk about the three key elements of people,...
Last night kicked off Personify's rebranded annual users conference Personifest. Eric Thurston, Personify's CEO, discussed several issues related to the...

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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