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Success Stories

Click here for a list of current and past clients.

Here’s a sampling of what our clients have had to say about our help.

“We hired Wes to develop the detailed requirements for a new association management system. Our organization is large, our business requirements are complex, and the task was daunting, as many AMS projects can be. However, Wes quickly grasped the hard details of our business, as well as the soft information between the lines, and fashioned a requirements document that was comprehensive and exceeded the expectations of our key organizational stakeholders.

Wes then developed a detailed RFP that we distributed to a selected group of vendors that he identified with our specific requirements in mind. As a result, we didn’t waste our time with vendors who could never meet our needs. Then, he partnered with our team throughout the demo phase to carefully evaluate the vendors’ responses, helped us test their promises against reality, and helped us make our final selection.

It’s clear to me that Wes transformed what could have been a very long and painful process into one that was efficient and satisfying. I heartily recommend his services to others considering the same project.”

Frank Fortin, Chief Digital Strategist and Communications Director
Massachusetts Medical Society

“Working with Wes was the key factor in our successfully identifying a new association management system. Wes was knowledgeable, extremely responsive, and very respectful of all staff’s input into the process. He helped us move quickly and thoroughly through the process of vetting potential solutions and finding the one that fit us best. A new AMS is a big investment – not just in terms of expense, but in terms of the staff time and management oversight necessary for the project. Retaining Wes helped us to maximize the return on our investment. I recommend his work without reservation.”

Bill Murray, President and Chief Executive Officer
National Coffee Association

“Our organization was really struggling to understand its AMS needs, much less what system or systems existed in the marketplace to match those needs. Wes did a great job of helping us identify our needs through an exhaustive discovery process and recommending solutions. We would turn to him again for guidance if we ever needed to revisit this very challenging process!”

Larry Buzecky, Vice President Business Intelligence and Strategy
Association of Equipment Manufacturers

“Wes’s guidance and expertise was critical to the success of launching our association’s first AMS. Wes ensured we had an effective and efficient RFP and selection process and his involvement during implementation ensured the project stayed on task, the right questions were asked, and that we made use of our resources for this project. Because of his broad experience in the association space, Wes was able to share the experience of other clients that helps us avoid common mistakes and pitfalls during implementation as well as gave us additional perspective to consider as we developed new processes and procedures for managing the AMS.”

Steven Humphrey, Assistant Director of Technology Services
Alliance for Academic Internal Medicine

“Our association needed a new AMS as our system was outdated and no longer served our needs. With so many products on the market, it was an intimidating challenge to know where to start to find the right AMS for our company. Contracting with Wes was a great decision. He helped us evaluate our needs, narrow our focus, select some products for review, ultimately pick the product we liked the best, and negotiate a final deal. We needed a lot of help and Wes delivered big time.”

Terry Porter, Director, and Albert Betts, Executive Director
Insurance Council of Texas

“When it came time to look for a new association management system, we were overwhelmed with the possibilities and choices. As a small-staff organization, we did not have the time nor the expertise to vet the dozens of systems on the market. Working with Wes, we were able to quickly find a solution that met our needs and budget, and he helped us avoid common pitfalls. Wes was a tremendous time-saver and very easy to work with.”

Tunga Kiyak, PhD, Managing Director
Academy of International Business

“We hired Wes and Effective Database Management to find the best AMS for our organization. Wes led the creation of the RFP and narrowed down our focus on what we hoped to achieve in the new system. With his connections, he quickly targeted the products that would best suit our office. Wes helped us every step of the way as we made our decision. Since the transition, reviews from the staff, leadership and general membership have been extremely positive. Contracting with Wes was well worth the investment as it saved us valuable time and effort and reduced strain on the staff during the transition period. Most importantly, the staff and leadership were confident in our final decision after the very detailed selection process. We avoided all the afterwards second-guessing that can occur when a major transition occurs.”

Cary Clark, Program and Technology Manager
International Society on Thrombosis and Haemostasis

“Wes helped us in our search for a new data management system. With his broad understanding and deep knowledge of the market, he was able to identify systems we didn’t even know existed! The result is that we’ve spent our money very wisely, thanks to Wes’s guidance.”

Ellen K. Hobby, CAE, CPA, Chief Financial Officer, Chief Operating Officer
National Academy for State Health Policy

“Facing a major upgrade to our current data management system, we engaged Wes to help us through the process. With his deep insight into how other organizations use our and other data management systems, Wes provided us with great advice on how to use the system most effectively and ensured that all user concerns were addressed. Prior to the upgrade, we often heard very loud (and often profane) complaints about our database; following the upgrade, and with Wes’s help, the complaints have virtually disappeared.”

Greg McNally, Director Web Applications
American Association of Motor Vehicle Administrators

“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

“Working with Wes over the last two years has been great! When we realized that we needed to find a new Association Management System (AMS) we also realized that we didn’t know exactly how we should go about the task. We interviewed three consulting groups and quickly realized that Wes was our man. Wes brings incredible energy to everything he tackles. He has incredible insight into how people are thinking about the search process. He is direct, pushing us when we needed to be pushed.  He kept us moving forward, asked the right questions of the right people, and helped us work our way through a potential mine field. When I look back to when we were thinking about trying to do this ourselves, I am so very, very grateful that we hired Wes.”

Michael Murphy, Director, Governance and Information Systems
American Sociological Association

“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

“Prior to engaging Wes, we were struggling with a new database that offered great promise but was delivering limited results. With Wes’s help, we were able to quickly change some of our processes and really get the data cleaned up. We are now in a position to really start leveraging our technology and growing our organization.”

Thomas Chambers, Deputy Executive Director
National Association of Criminal Defense Lawyers

“Working with Wes has been very valuable to us. Wes helped to validate many of our assumptions about our current data management system, which gave us the confidence to move forward. And his recommendation to create a data governance team was a stroke of brilliance. We already see a positive change in behavior and attitude from our staff toward our data management system. This wouldn’t have happened without the data governance team.”

Mary Bowie Vice President, Finance & Administration and Chief Financial Officer,
American Association of Museums

“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 well 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 did an outstanding job of analyzing the needs of the Ohio Library Council and working with staff to identify the requirements of a new association management software system necessary to satisfy a myriad of wants and needs. His systematic yet personable approach made for a very productive process. The staff really enjoyed working with Wes and found his method to be very effective and relatively painless and without a lot of tech-talk and IT-babble. Wes was able to accomplish in a matter of a few weeks what would have taken the OLC staff literally months to complete. His time and expertise is well worth the investment.”

Doug Evans, CAE Executive Director
Ohio Library Council

“We knew we needed a new database, but couldn’t stomach the hassle and stress of navigating the process. With Wes taking the lead, the process was virtually painless, but more importantly, he identified the issues we didn’t consider, asked questions we didn’t think of and considered scenarios we couldn’t imagine. That’s exactly the type of partner you want to help you through a process like this. Wes is one of the most valuable resources an association can have when even thinking about a database conversion.”

Larry Hoffer, CAE Deputy Executive Director and Chief Operating Officer
Industrial Designers Society of America

“Just a quick word to say ‘thanks’ for the great work you did for us. As you surely recall, we were faced with a dizzying array of cascading decisions for our database, communications, and IT needs; each decision affected the other in ways that were tough to predict. What we needed – and what you provided – was clear and concise direction on what steps to take first. Your Remote Consulting package allowed us to use you as a sounding board during a critical time in our organization’s development and evolution. You’re great to work with.”

Chris Stelzig Director, Membership & Marketing
Entomological Society of America

“I didn’t know that a database conversion could be manageable, informative, and fairly painless until we hired Wes. His ability to push the conversations about the business processes and staff structure while also considering the practical implementation steps really helped take operations at NAGC to the next level. Further, his conversational style put everyone at ease, and demystified what can be an intimidating process. I hope I never have to go through another conversion without him!”

Nancy Green, CAE Executive Director
National Association for Gifted Children

“We found ourselves forced to make an unexpected switch to a new financial and membership database, virtually overnight. Wes assisted us with a rapid selection and implementation of a new provider. Because of his efforts, we successfully implemented the new system and were operational in only six weeks! We are now in our third year with the system and it is the centerpiece of our data integration efforts. Wes’s recommendations are validated literally every single day.”

Kyle Vickers Chief Information Officer
American Health Care Association

“Wes was invaluable in guiding our decision making process with regard to the standard operating procedures that would best serve our association’s needs. He has a wonderful manner that encouraged our staff through what could have been a tense installation process. He also did a superb job in writing our SOPs and delivering training to all of our staff.”

Miriam Hair Deputy Executive Director
Municipal Association of South Carolina

“I can trust Wes to provide solutions that are realistic and consistent with our business priorities. He is able to bring additional partners to the table as needed. Wes presents multiple options for action, including those that would not necessarily increase our business levels with him.”

Annette Hinkle Deputy Executive Director, Hostelling International – USA

“Wes has always been mindful of what our association has been trying to accomplish and has always offered sound advice. His knowledge of the association management software market and business relationships has yielded NGCOA indispensable assistance and saved us hours of work and thousands of dollars.”

Jay Karen Director of Corporate Programs
National Golf Course Owners Association

“Wes’s analysis of our needs and guidance in choosing a new data management system were invaluable. His honesty and sense of humor helped create an immediate rapport with our staff, which was critical to gaining buy-in. Thanks to his expertise, our AMS system was deployed on time and under budget.”

Theresa Roman Senior Manager, Database Systems
New Jersey School Boards Association

“What makes Wes such an asset as our consultant is that he is not only well-equipped to understand the technical underpinnings, but that he can communicate these highly complex issues in an easy to understand manner.”

Holly Ross Director of Programs
Nonprofit Technology Enterprise Network

“With Wes as our project manager, I felt very comfortable knowing he had the expertise to help MCCA sort through our numerous data management issues. We now have the tools we need to better manage our data and serve our membership constituency.”

Shawn Boynes Director of Programs
Minority Corporate Counsel Association

“With EDM’s help on documentation, training, and general consulting, we were able to get our newly implemented AMS up and running quickly and smoothly. In less than four months EDM helped us get more than 30 new users into our system.”

Tom Osterbind Director of Software Development & Internal Systems
American Association of Motor Vehicle Administrators

“EDM was invaluable in our search for a new AMS. Through interviews with staff and applying their own experience in association management, they steered us through the many choices we had for software and helped us choose a system that was right for us. I shudder to think what might have happened if we had tried to manage this project without their help.”

Jill Perla Vice President Finance and Administration
International Sign Association

“Tapping Wes’ experience in membership issues, we were able to avoid performing some costly database customizations. Someone who understands both membership administration and database functions is a great resource to have!”

Yolande Nanayakkara Director of Membership and Marketing
National Institute of Governmental Purchasing