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

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 […]

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 […]

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 […]

“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 […]

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 […]

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 […]

“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 […]

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 […]

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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