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Category: AMS Vendors
26 January 2017, by , in AMS Vendors, Uncategorized, 2 comments
I’ve always been a HUGE advocate of software users groups. When I was on staff at an association and a daily user of my AMS, it was incredibly valuable to have a community of like-minded users for me to easily access when I had a challenge. Many (but not all) of the AMS vendors now...
27 September 2016, by , in AMS Vendors, No comments
The latest announcement of venture capital money investing in an AMS company is MemberSuite. As noted here, Revolution Ventures is investing $11 million in MemberSuite. According to the press release, MemberSuite will use the money to “add over 50 team members, with a focus on hiring in sales, marketing, and engineering…” This investment is the...
14 July 2016, by , in AMS Vendors, 1 comment
The latest in a string of private equity investments in the AMS space was announced earlier this week, as Bregal Sagemount, a New York private equity firm, announced they had taken a minority stake in ASI, the makers of iMIS. You can read more about it here. No specific changes were made with this announcement, but...
On a range of database management issues. You can read it all here: http://bit.ly/1sMrmN0
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...
I had the opportunity to attend the Abila Users and Developers Conference (AUDC) last week in Austin. During the roadmap session on future enhancements to their netFORUM product, Abila outlined that they would be enhancing the user interface for staff, as well as focusing on a better user experience for customers. This is all good news....
24 February 2016, by , in AMS Vendors, Rants and Kudos, 1 comment
I was sitting in a demo with a client last week and the vendor providing the demo said “We provide four hours of free training when you add new staff.” Brilliant! This is such a great idea for several reasons: From a sales perspective it’s a nice bonus/added value to the customer. Who wouldn’t want free...
I work with associations of all sizes, ranging from zero staff (all-volunteer run) to over 700 staff. One thing I’ve noticed over the past couple of years is that, regardless of association size, more and more associations are seeing an increasing demand from their members for online learning. As a result, more of my clients...
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...
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