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People, Process, & Technology

I’m not sure who first coined this phrase, but you hear it a lot in the CRM world (and in lots of other technology arenas, as well).

The concept, in a nutshell, is that for any technology project to be successful, you have to have the right mix of people, processes, and technology. For example, if you’re 100% dependent on the technology for success, you’re likely to fail, since the people using the technology and the processes used with the technology are very important.

I was reminded of this recently when reviewing the results of a non-scientific survey I did of AMS vendors. I asked them three questions about the challenges their customers face when using their technology. (You can read all about it here.) What struck me as that the issues they raised all related to people and processes. Of course, these are technology vendors, so it’s not like they’re going to point at the technology as the challenge.

But there’s something very important in what their responses said: If you don’t have the right people in place, and you aren’t executing the right processes to really leverage your technology and achieve your objectives, then the best technology in the world is not going to help you.

So it’s about people, process, and technology. How does your mix look? And where are you dedicating your resources?

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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
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