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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, a phased implementation might include membership and committee management, but not events management. Events management would come after go-live. Because phased implementations are more focused (i.e., fewer pieces of functionality required at go-live), they can...
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 director of database administration. (Click here to learn more.) As I’ve been planning the session, a thought struck me: Whether you know or it or not, you already have a data governance policy in place....
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 create new things. It was a place where taking chance was encouraged because there was no real risk of doing something “bad.” In databases, the sandbox environment is a place where you can play, and...
When I work with my clients on their data management issues (especially when choosing a new AMS), I’ll ask them about board involvement and awareness: For example, how involved is the board in this process? or How much do they know about the current data management system and processes? Almost invariably, the answer resembles something...
When I work with clients on their data management systems, one of the most common requests I get is that the association would like to get a “360-degree view” of the member. What the client means, of course, is they want to be able to see everything the member has done with the association, from...
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 this free luncheon event on Friday, May 1, in Washington DC: The Leading Learning Spring Summit 2015. You can register for it here. Sponsored by Tagoras, the featured guest speaker for the summit will be...
At Personifest earlier this week I got to hear Rick Smolan speak on the Human Face of Big Data. Among the many stories he related was one about taxis in the rain in Singapore. Like most big cities, when it rains in Singapore it’s difficult to get a cab. So what researchers did was to overlay...
Personifest wrapped up yesterday, and while I wasn’t able to attend all three days, I did get to see the kickoff and attend some breakout sessions. Some of my takeaways: Rick Smolan was the opening general session speaker, talking about the Human Face of Big Data. His talk was simply fascinating. He discussed multiple stories...
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, process, and technology. All three are key to a successful project or a successful organization. But we can’t forget how critical “people” are in that equation. A couple years ago I worked with a client...
Last night kicked off Personify’s rebranded annual users conference Personifest. Eric Thurston, Personify’s CEO, discussed several issues related to the ownership transition at Personify over the past year. But the most important announcement from my perspective was that Personify has begun a partnership program where companies outside of Personify can be “certified” as implementation partners....

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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