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Archives: April 2016
29 April 2016, by , in Uncategorized, No comments
Often my clients will tell me they want to be more efficient with how they manage data. And that’s important. If we have to manage the data, we might as well manage it as efficiently as possible. But it’s equally important to consider how effective we are with our data management. As a good friend...
I once met with a potential client who was seeking a new database. In a conversation with the executive director, she explained to me that she wanted a database that would collect all types of data about her members, including information about calls with her members. When I suggested that there was software that would do this and that...
22 April 2016, by , in Executive, 2 comments
As we all know, a sunk cost is a cost that has already been incurred and cannot be recovered. A good example of a sunk cost is the purchase of a new AMS to replace an old system. Once you’ve purchased a new AMS, there’s no going back. The money is spent. The cost is sunk. The...
A test database is a more-or-less exact copy of your live/production database environment. I often refer to this as a “sandbox” because the test database is a place where you and your staff can go to play, just like a sandbox. The three primary uses of a test database are for testing, training, and documentation. All three of these are...
Working with a client last week on their selection of a new AMS, I was again reminded of how important it has become for associations to be able to track in their AMS not only transactions (e.g., membership joins and renewals, event registration, product sales, etc.), but interactions with members and customers (e.g., tracking phone...
18 April 2016, by , in New article, No comments
I started my career as a membership assistant at a trade association. We had 500 organizational members, and dues renewals were run once per year, late in the year, due on January 1. But we also had a 90-day grace period, meaning the companies had up to 90 days past the due date to pay...
5 April 2016, by , in AMS Vendors, 2 comments
I had the opportunity to meet recently with Marc Bernstein and Andre Pavovlic from Personify. Marc is Vice President & Industry Principal and Andre is Vice President, Product Marketing & Management. The purpose of our meeting was to get an update on where Personify is as a company these days. Personify was purchased by private...

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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