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Over the course of my 20 years of consulting to associations, I’ve run into several situations where the association is moving from a completely custom system (often designed by someone on staff) to an off-the-shelf (OTS) system. (I’ve written before why associations should not build custom systems, but it happens!)

While I wholeheartedly support moving to an off-the-shelf system, moving from a custom environment to an OTS system creates additional challenges as compared to moving from one OTS system to another. Allow me to explain using the example of report creation to illustrate how the development process changes dramatically.

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About Wes Trochlil

For a quarter century, Wes has worked in and with dozens of associations and membership organizations throughout the US, ranging in size from zero staff (all-volunteer) to over 700. In that time Wes has provided a range of consulting services, from general consulting on data management issues to full-scale, association-wide selection and implementation of association management systems.

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