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
If your association does a call for presentations for any of your events, do you provide feedback to those submitters whose presentations ...
13 June, 2019
While it may sound flippant, when helping a client make a decision I’ll often ask “What’s the worst that can
31 May, 2019
I’ve written before about how your relationship with your vendor is much like a marriage. Can you imagine if you only talked to
23 May, 2019
A couple of weeks ago I had to go to the DMV to turn in some license plates and possibly get a refund on my registration stickers. Even
9 May, 2019
I was pleasantly surprised to learn this week that Andrew Ryan and Jim Catts, formerly of MemberSuite, have co-founded a new AMS company, ...
3 May, 2019
This month (May 2019) will bring the one year anniversary of GDPR. I was NOT a huge fan of GDPR when it was first announced. In fact, I
2 May, 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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Close the loop! https://t.co/yY5P6Y4Mrd https://t.co/L4UUAhgVU8 - RT @deirdrereid: How often are you meeting with your AMS vendor? (by @westrochlil) https://t.co/yyYyQJ8r8x #assnchat https://t.co/aeSol7bHtV
- What’s the Worst That Could Happen? https://t.co/uIp1m4QMAr https://t.co/wDAj1GOWIx
- RT @mtauber: Wes is Wise! :) https://t.co/W1qhJpBJDR
- How often are you meeting with your AMS vendor? https://t.co/aejYPnRwzC
- It’s all about expectations https://t.co/x1ycV9KVSm
- RT @CrossroadsJobs: We are beyond thrilled and so grateful for all the support we have received today. Thank you to our board and to Rick a…
- Rhythm Software Enters the Fray… https://t.co/Xfhz3g3VYH
- How I learned to love GDPR… https://t.co/JCFAuevI5l https://t.co/niYuagPboD
- I have the honor of serving as chair of Crossroads Jobs board. Please consider donating to this very worthy cause. https://t.co/qMqlf6cjtz
