EDM can help guide you through the potholes and pitfalls of selecting a new AMS. Use EDM’s experience and knowledge of the available software packages to help you select, implement, and use the data management system that is most appropriate for your organization’s needs.
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About EDM
For a quarter century, Wes has worked in and with dozens of associations and membership organizations throughout the US, Canada, and Australia.
List of Clients
Take a look at our list of clients and what they are saying about EDM.
Public Speaking
Wes tailors all of his presentations for your specific audience and will work with you to identify and deliver specific value from which they can immediately benefit.
Contact Us
We would love to answer any questions that you have! Contact us for more information.
Recent Posts
Have you ever consciously considered how your AMS is supporting your organization’s mission? You should, and it should. Part of the ...
18 April, 2019
When considering the costs of your current data management system(s), you need to consider both direct costs (how much you pay to
11 April, 2019
I’m always fascinated by stories like this. In a nutshell, the state of Minnesota spent nearly $100 million for a new vehicle
3 April, 2019
A good cook or baker knows that, when working in the kitchen, you clean as you go, so that there isn’t a HUGE mess to clean up when ...
28 March, 2019
One of the keys to developing good data management habits is to be aware of biting off more than you can chew. Or to put it another way,
21 March, 2019
When it comes to data management, most of us know what to do; we just don’t do it. What is required is discipline. Discipline is
14 March, 2019
Our Services
For those situations when a full-scale consulting engagement is not appropriate or not desired, remote consulting can provide you with “quick hit” information to get your project moving.
Not sure if the systems you have in place are appropriate for your needs? EDM can help you evaluate what you are currently working with, what you should expect from your data management system, and what options are available to you.
EDM can help you optimize the value of your AMS by working with staff to identify what is working, what is not working, and how your organization can address these issues effectively.
Clients Testimonials
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, CFO, COO / National Academy for State Health Policy
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.
Jack Chiasson, CMP Executive Director, / National Association of Life Brokerage Agencies
Some of Our Clients
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Does your AMS support your mission? https://t.co/NDM8C8miSi https://t.co/NAJ6Ru1h0D - Be Aware of Indirect Costs https://t.co/DV1VsDEy6s https://t.co/WsBYPbdLB5
- RT @highroaddave: Great #PFest19 session by @westrochlil on Improving Data Management “Dont manage to the exception”
- You need to be ever-vigilant about managing to the exception. https://t.co/1J8JAHhnga https://t.co/u4bcBFidEO
- Testing and Clear Objectives are Critical https://t.co/vKwlNjTnMl https://t.co/6hmPTOYs32
- Checking references? Look for older clients. https://t.co/zj2PphtiOv https://t.co/pbLNtVY3Gf
- Is your customer service really that good? https://t.co/aVfCkHEd6H https://t.co/arYBEKiHzP
- An internal project manager is absolutely critical to successfully implementing a new AMS. https://t.co/uKqeSTzA4j
- Clean as you go https://t.co/GTHuSL063O https://t.co/sO6ipr63wX
- A new AMS brings more value than just the technology itself. https://t.co/q1f6A5Labg
