Blog: Wes’s thoughts, articles, and insights

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Eventually automated emails get ignored

By Wes Trochlil | April 14, 2021

Eventually automated emails get ignored During the discovery and development phase of implementing a new AMS, it is not uncommon for staff to ask for automated emails from the system to alert staff to certain changes that are occurring. A couple of common examples: I’d like the system to send me an email when a …

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The challenge the AMS providers see

By Wes Trochlil | April 7, 2021

The challenge the AMS providers see Over the years I’ve asked AMS providers what they see as the biggest challenges their customers face when it comes to successful data management. Two issues always rise to the top: Not knowing all of the features available in the system. I see this a lot with my clients. Very often …

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Be careful about “solutioning” too quickly

By Wes Trochlil | March 31, 2021

Be careful about “solutioning” too quickly One of the great things about software developers is that they tend to be “solutions-oriented.” By that, I mean that if you give them a particular data management challenge, they want to figure out some way the software can address that challenge. This is a good thing! But too …

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What’s our next action?

By Wes Trochlil | March 24, 2021

What’s our next action? As you can imagine, I spend a lot of time in meetings (I bet you do, too!). If the meeting has to do with a specific project (e.g., a system selection or implementation project), there are two rules I try to adhere to as much as humanly possible: Anything that can …

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Don’t automate for the sake of automation

By Wes Trochlil | March 17, 2021

Don’t automate for the sake of automation I’m the laziest person in the world. I LOVE it when I can make the computer do the work for me. For example, I have all kinds of macros set up on my computer to type words for me faster than I could type them myself. So I’m …

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Older Posts

Budget for feature discovery and adoption

November 18, 2020

Budget for feature discovery and adoption When developing a budget for implementation of a new AMS, one recommendation I always …

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Customize staff pages for better user adoption

November 11, 2020

Customize staff pages for better user adoption The single most important element to data management success, bar none, is user …

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Don’t ask questions for which you already know the answer

November 4, 2020

Don’t ask questions for which you already know the answer I was recently completing an online form to submit a …

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All decisions involve risk

October 28, 2020

All decisions involve risk Whether it’s choosing a new AMS or introducing a new product or service, every decision you …

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Try flowcharting your processes

October 21, 2020

Try flowcharting your processes Working with a client recently on their membership join process reminded me of the tremendous value of …

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

October 14, 2020

“I just want a system I don’t have to fight with.” I asked my client: “What are you looking for …

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Inertia Contributes to Bad Data

October 7, 2020

Inertia Contributes to Bad Data Without knowing anything about your organization or its data, I’d be willing to bet you …

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What are you doing with new contacts?

September 30, 2020

What Are You Doing with New Contacts/ I was very interested to read in a recent report from McKinley Advisors …

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Be Aware of Selection Bias

September 23, 2020

Be Aware of Selection Bias I wrote recently about the mistaken perception of older members not being tech savvy. (You …

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