Blog: Wes’s thoughts, articles, and insights

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My most recent posts

Don’t do that…

By Wes Trochlil | November 4, 2026

Don’t do that… One of my very favorite pieces of advice to give clients is “Don’t do that.” Client: “We’re going to migrate all of our current data into the new system.” Me: “Don’t do that.” Client: “In order to learn more about our members, we’re going to ask a dozen questions on the membership […]

A harsh truth about your members…

By Wes Trochlil | October 28, 2026

A harsh truth about your members… Just over 20 years ago, the book “He’s Just Not That Into You” was published, and later turned into a movie (stick with me, I’m going somewhere with this). Per Wikipedia: “The premise of the book, as stated in the title, tells women readers that if a man in whom […]

Should you chug or sip?

By Wes Trochlil | October 21, 2026

Should you chug or sip? I was recently meeting with two staff at a client of mine. They had been reviewing references for an AMS they are considering, and one staff person said, “Their references are so strong it feels like a cult. I’m not sure I’m ready to drink the Kool-Aid.” The other staffer […]

Why bother with a consultant when I have AI?

By Wes Trochlil | October 14, 2026

Why bother with a consultant when I have AI? As AI becomes increasingly powerful, the value of using an AMS selection consultant (and many other types of consultants!) starts to come into question. After all, with very well-constructed prompts and responses, an association could develop a very solid needs analysis and RFP that could be used to […]

Guardrails can be helpful!

By Wes Trochlil | October 7, 2026

Guardrails can be helpful! When selecting a new AMS, I find my clients are often very tempted by custom software or “platform” systems (e.g., built on Salesforce or MS Dynamics) because these systems are infinitely configurable. After all, if I can make the system do anything I want, that’s a good thing, right? Well, maybe. In […]

Older Posts

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 […]

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 […]

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 […]

“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 […]

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 […]

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 […]

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 […]

Some Things Just Take Time

September 16, 2020

Some Things Just Take Time I learned recently that an elephant’s gestation period is 18 months. It takes 18 months […]

Sometimes It’s the Least Bad Choice

September 7, 2020

Sometimes It’s the Least Bad Choice Just like in life, sometimes when we’re making technology or management decisions, we’re faced […]

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