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Try flowcharting your processes

By Wes Trochlil | October 21, 2020

Try flowcharting your processes Working with a client recently on their membership join process reminded me of the tremendous value of putting your processes into a flowchart. In their case, a single membership join (organization) requires asking three questions before the correct “join path” is determined. Drawing a flowchart of this decision process will help provide them …

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“I just want a system I don’t have to fight with.”

By Wes Trochlil | October 14, 2020

“I just want a system I don’t have to fight with.” I asked my client: “What are you looking for in a new AMS?” She responded: “I just want a system I don’t have to fight with.” And it struck me that this is how A LOT of my clients feel about their data management systems; that …

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Inertia Contributes to Bad Data

By Wes Trochlil | October 7, 2020

Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d be willing to bet you have data in your system that you are no longer actively managing/using (e.g., data that was collected long ago for some initiative at the time) or, worse yet, actively collecting data that you aren’t actually …

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What are you doing with new contacts?

By Wes Trochlil | September 30, 2020

What Are You Doing with New Contacts/ I was very interested to read in a recent report from McKinley Advisors that, with the shift to virtual events, many associations are reporting “up to 70% new participants in their ecosystem.” What that means is these associations are introducing new names to their databases. (Click here to …

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Be Aware of Selection Bias

By Wes Trochlil | September 23, 2020

Be Aware of Selection Bias I wrote recently about the mistaken perception of older members not being tech savvy. (You can read that here.) One of my astute readers, Will Slade at Protech, pointed out the following (I’m paraphrasing): “It’s possible that the reason many associations perceive older members to be not tech savvy is …

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Older Posts

Don’t try to do everything at go-live

June 17, 2020

Don’t Try to do Everything at Go-live When implementing a new AMS, there is a tendency to try to get …

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Make sure your system has broad support

June 10, 2020

Make sure your system has broad support An AMS vendor pointed out to me recently the danger of buying a …

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You have to have the right people in place

June 10, 2020

You have to have the right people in place This may seem obvious, but I’ll say it anyway: All the best …

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Ask “What” not “Why”

June 3, 2020

Ask “What” not “Why” As a consultant, one of my favorite questions to ask my clients is “Why?” As in, …

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Engagement is measured by the customer

May 27, 2020

Engagement is Measured by the Customer I’ve written a bunch about measuring engagement in the past. (Click here to read one of my …

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Yes, you do have a process for that

May 13, 2020

Yes, you do have a process for that When I work with clients on pretty much any issue, a question …

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“Correct your mistakes before they become your habits”

May 6, 2020

“Correct your mistakes before they become your habits” Yet another great quote from James Clear: “Correct your mistakes before they become …

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Sometimes it’s a process issue

April 29, 2020

Sometimes it’s a process issue When I work with clients on developing a needs list for functionality in a new …

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First ask: “How will I use this data?”

April 22, 2020

First ask: “How will I use this data?” Whether it’s during data conversion, adding a new data field, or reconsidering …

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