If you’re like me, when you have some type of internal challenge with managing information within our organization, you may first look to technology as a potential solution. For example, I have dozens of clients in the course of a year, so naturally, I have dozens of invoices I need to manage. I’ve got financial software that I use to do that. It works for me and it keeps me on top of who I’ve billed and who still owes me money.
But sometimes, it makes more sense to use outsourcing to address your issue, rather than using technology. Many of my smaller clients, for example, will use third-party accounting companies to manage invoicing, payroll, and other general ledger activities. There are plenty of software packages that would allow them to do this in-house, but they’ve determined it’s easier and more economical to outsource this, rather than have to hire staff and keep them trained on the use of the software.
So when you’re addressing an internal operations issue in your organization, remember that, along with technology, another solution may be to outsource the problem entirely.
“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.”
“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.”
Mary Pat Paris, Executive Director
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