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Category: New article
21 February 2017, by , in New article, Uncategorized, No comments
You can find out here, in my latest article: What Associations Think of Their AMS Of course, if you’re already on my announcements list, you would have received notice of this new article right in your email box. Not signed up yet? Click here to sign up.
16 November 2016, by , in New article, No comments
Every association is in the sales business. Whether you’re selling membership, event registrations, products, or certification programs, the fact is, you’re selling. Not only is it time for associations to acknowledge that they are in the business of selling, it is also time to start implementing actions and creating a culture that support the sales...
20 July 2016, by , in New article, No comments
In order to be successful with your AMS selection, there are two key points to keep in mind:  No system can provide everything that you’ve identified as a functional need. (If such a system DID exist, I would own it, and be VERY rich!) You’re in very good shape if you can get 80% of your...
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...
19 May 2016, by , in New article, No comments
It is said that if an organization is not growing, it is dying. In other words, there is no such thing as stasis. Either you are moving forward, or you are moving backward, but you are always moving. The same can be said for data management. Either your data management practices continue to help improve...
18 April 2016, by , in New article, No comments
I started my career as a membership assistant at a trade association. We had 500 organizational members, and dues renewals were run once per year, late in the year, due on January 1. But we also had a 90-day grace period, meaning the companies had up to 90 days past the due date to pay...
22 February 2016, by , in New article, No comments
There are well over 50 companies that provide AMS products to the association market. They range from products designed for very small associations all the way up to enterprise systems selling for six or seven figures fully installed. (Click here to see a list of all these different vendors.) For a handful of these vendors,...
19 January 2016, by , in New article, No comments
One of the more common lamentations I hear from my association clients is that associations need to manage their database and website more like a for-profit business. This is often characterized as: “We should be more like Amazon!” Setting aside the issue of Amazon’s budget (in the billions) and profitability (very often not at all!)...
22 December 2015, by , in New article, No comments
Association management systems (AMS) as a specific software product have existed for more than 30 years. Not surprisingly, the original AMS packages were designed to serve as transactional systems, focused on managing the money related to membership dues, event registrations, and product sales. As associations added more revenue streams, AMS products added more functionality to...
20 October 2015, by , in New article, No comments
A small association (15 staff) serves an international membership of businesses working on electric motors. One of the services this association provides is technical engineering support. If a member has a specific question about how to repair a certain type of motor, they can call on one of the association’s five full-time engineers for an...

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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