Subscribe to my newsletter EDM News
Category: Data Management
I was completing an application online today for an organization I was joining. One of the required fields was “home phone.” Here’s the problem: I don’t have a home phone. I have a cell phone, I have an office phone, but I have no home phone. But the home phone field is required. So what to...
Consulting guru Alan Weiss often says “Logic makes you think, emotion makes you act.” I’m reminded of this when I work with my clients during selection of a new AMS. Using the process I use, my clients will wind up with two or three really strong options for a new system. As some of them...
I read today that Nielsen reports that the average household has 189 channels. They watch 17 of them. That means the average household is watching less than 10% of all the channels it has access to. Is that a good thing, or a bad thing? I often hear my clients say “We’re barely using any of...
If you read my work, you know that I have a strong bias for off-the-shelf (OTS) software for managing an association. I’ve written extensively about why that is, but one the most important reasons for using OTS software is that the software is supported by a company rather than a single person. Over the years...
I’ve written a LOT about business rules over the years. The reason I do is because business rules are generally one of the few things we actually have some control over. Generally speaking, outside of rules mandated by bylaws, staff has full control over business rules within the organization. We get to set pricing, how we...
2 November 2016, by , in Data Management, No comments
A recent episode of the Freakonomics Podcast was entitled “In Praise of Maintenance,” and asked the question: “Has our culture’s obsession with innovation led us to neglect the fact that things also need to be taken care of?” As usual for Freakonomics, it was an excellent discussion, and it got me to thinking: When it...
In my experience, when associations make a database system change, staff will sometimes talk about how the old system used to work. They’ll say things like “In the old system, we could add a new individual record in two minutes; now it takes five.” Or “In the old system it was really easy to pull a list of...
19 October 2016, by , in Data Management, No comments
I’ve written elsewhere that 80% is Good Enough when it comes to selecting a new AMS. That is,  if you can get 80% of your functional needs met while still staying within your budget, you’re in very good shape. The same rule applies when matching data on exports during a data conversion. If you can...
Long ago, I was a membership director in a couple of different trade associations. And as any membership professional knows, the most difficult members to retain are first-year members, those who have joined in just the past year. The reasons should be obvious. Unless you have several programs designed especially for first-year members, most first-year members...
When my clients implement a new AMS, the implementation plan always includes training for staff, so that they know how to use the new system. But I always advise my clients to budget for additional training after go-live. Why? Because the reality is, no matter how good the initial training is (and often it is not...
123456789 ... 18 ... 27 ... 36 ...

Archives

Sign-up for EDM News

 

 

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