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Category: Data Management
Are the passwords for your members and customers in your database hidden from staff view (e.g., hashed out or showing a...
2 August 2017, by , in Data Management, No comments
One of the joys of today's database technology is that it makes it exceedingly easy to collect data. Put an online...
CASL is the Canadian Anti-spam Law, which was passed several years ago, and is now in full effect in Canada. One...
When I work with clients, one thing I focus on is process. How is data managed within the organization? What...
I don’t remember where I first read this, but I love this description of the four elements of data. Volume,...
30 June 2017, by , in Data Management, No comments
I don’t recall where I first heard the term, but I’ve been using the concept of “implied interest” since back...
I was working with a client recently and discussing how data is currently managed in their organization. During the course of...
23 June 2017, by , in Data Management, No comments
I've written many times about managing exceptions and being careful not to design rules around exceptions. As a general rule...
19 June 2017, by , in Data Management, No comments
The irony of improving technology to better serve customers is that the better technology leads to...
If you're looking for a new AMS, that's one of the most important questions you can ask. What makes your...
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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