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Archives: June 2016
30 June 2016, by , in Data Management, No comments
I’ve written about this before, but it bears repeating. Before you can go to advanced work like marketing segmentation and “big data,” you have to be able to manage the fundamentals. And what are the fundamentals? Things like:  proper procedures and documentation in place for managing your data data integrity reports to ensure you have clean data...
29 June 2016, by , in Random Thoughts, No comments
I recently heard the author James Altucher make this statement, and a subsequent google search attributes it to the author Jodi Picoult. Regardless of its origins, I think the formula is very accurate, and can be easily applied to how happy associations are with their database systems and the effectiveness of their data management. The key to the formula...
I recently moderated a keynote presentation at ACGI’s Knowledge Days in Baltimore. The session, entitled “How to Keep a Healthy Marriage with Your Technology Vendor,” covered the five elements that I believe constitute a good marriage, and will serve you well in relationships with your technology vendors. Those five elements are: You have the other party’s best...
20 June 2016, by , in New article, 1 comment
Several years ago, I suggested to a client of mine that they needed to add a new position to their staff, a position I called the data records manager. What I meant by this was someone responsible for making sure all the data within the organization was being managed appropriately. Interestingly, since that time, the...
10 June 2016, by , in Data Management, No comments
Many years ago I coined the Rule of 100 and 1,000, as it pertains to data conversions. (Click here to read about it.) As it happens, a similar rule applies to ongoing data management. In a nutshell, if you’re managing under 100 records (e.g., small trade association with few members), you may not need to automate...
9 June 2016, by , in Podcasts, No comments
I while back I recorded a webinar on database training called “Don’t Waste Another Dollar On Training: How To Ensure Your Training Dollars Are Spent For Ultimate Effectiveness.” This recording has been available for sale on my website for $49. Because I believe so strongly in the need for good training, I’m making this recording FREE to...
One of the more common requests I hear from my clients is that they’d like to be able to compare year-to-year membership data (e.g., current number of members vs. same time last year or same time three years ago). What they often find, however, is that pulling historical data from their primary transactional database can be...
Every time I call my haircut place to make an appointment, I have the same experience. The person taking the call can’t hear me (because it’s so loud in the salon) and they have to ask me to repeat everything I say once or twice. It’s incredibly frustrating, like I’m talking to a three year...
I often hear from my clients something along these lines: “We’d like that data but we don’t have it.” I always respond with “Do you not have it because you’ve never collected it, or because you have no way to collect it and store it?” In other words, are you NOT doing something because you...

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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