Blog: Wes’s thoughts, articles, and insights

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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

New Article Posted

April 17, 2020

I’ve posted a new article on managing volunteer data. Click here to read it. One thing that distinguishes associations from …

New Article Posted Read More »

“We run the report three times and get three different results.”

April 15, 2020

“We run the report three times and get three different results.” “We run the same report three times and get …

“We run the report three times and get three different results.” Read More »

How do you know if you’re making progress?

April 8, 2020

How do you know if you’re making progress? We all want to improve our data management, making it better than it …

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Don’t move too quickly OR too slowly

April 1, 2020

Don’t move too quickly OR too slowly This may sound like a big “duh!” but I’ll say it anyway: When it …

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“Your current habits are perfectly designed to deliver your current results.”

March 25, 2020

“Your current habits are perfectly designed to deliver your current results.” “Your current habits are perfectly designed to deliver your …

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There is value in just going through the exercise

March 18, 2020

There is value in just going through the exercise I was working with a client recently on helping them adopt …

There is value in just going through the exercise Read More »

Daylight savings and business rules

March 11, 2020

Daylight savings and business rules This past Sunday, most of the US observed Daylight Savings Time and moved our clocks …

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It’s always about priorities

March 4, 2020

It’s always about priorities No matter the size or type of technology project, you will always be faced with choosing …

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Only one can be best

February 26, 2020

Only one can be best One of my (many) pet peeves with software vendor marketing is when an AMS company …

Only one can be best Read More »

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