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Attending iBEF
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 it, the iBEF concept arose out of the need to address database issues from a non-technical perspective. That is, to go beyond just how to do things within iMIS and to focus more on how the database and the data can be used to focus on the organization’s mission.

Not surprisingly, this particular iBEF meeting was focused on member engagement. There was quite a bit of discussion among the association participants about how to get started, what to measure, and so on. It was a good and important discussion. (You can read my thoughts on engagement here.)

If you’re an iMIS client, attending an iBEF meeting is something you should include in your annual planning. There is a lot of value to discussing with other iMIS clients how they use their database and the kinds of challenges they are currently facing.

I’m not aware of any other AMS vendors who regularly conduct these types of programs with clients and customers, but if there are, I’d love to know about them.

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  • Wes, thank you for your kind words. Engagement matters…

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“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
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