Success Stories

Here's a sampling of what our clients have had to say about our help

Erica O’Grady“After some AMS software research on our own we were overwhelmed by the number of options out there. As a small staff, our bandwidth is limited in terms of time to dedicate to such an important decision. Having worked with Wes in a prior organization, I hired him to consult on this project. Wes’s experience in the association space proved invaluable because he’s knowledgeable from both a technology perspective and an association staff perspective.

We began our engagement with Wes determining our requirements – which even led to a change (for the better) in some of our business processes – and he was able to effectively prioritize these requirements and narrow down the pool of potential software solutions for us to consider.

With Wes’s guidance, we were able to define (and redefine, in some cases) our list of “must-haves” when it came to data management and governance. After each software demo, we had an opportunity to debrief with him and talk through some of the opportunities and challenges with each package. Once we made a decision, Wes supported us right through contract negotiation.

I’m pleased to say that we’ve signed an agreement with a vendor that will meet our current and future data management needs, create efficiencies, AND save the organization significant money on an annual basis: That’s a huge WIN-WIN-WIN in my book. If you are re-evaluating your current AMS or seeking a new one, I highly recommend Wes without hesitation.”

--Erica O’Grady, Executive Director/CEO
Society of Cosmetic Chemists

Bill Murray "Working with Wes was the key factor in our successfully identifying a new association management system. Wes was knowledgeable, extremely responsive, and very respectful of all staff’s input into the process. He helped us move quickly and thoroughly through the process of vetting potential solutions and finding the one that fit us best. A new AMS is a big investment - not just in terms of expense, but in terms of the staff time and management oversight necessary for the project. Retaining Wes helped us to maximize the return on our investment. I recommend his work without reservation."

--Bill Murray, President and Chief Executive Officer
National Coffee Association

Theresa McKinley "We are so grateful for all of Wes's help and guidance. We feel great about being able to work with our new vendor - and definitely would not have been able to without Wes's assistance. We stressed to our board that their investment in Wes as a consultant was well worth it. The knowledge base Wes has, the connections, the understanding of the RFP nuances, and his willingness to continue being a sounding board were all so important to the successful completion of the process. I was very grateful to know Wes was in our corner!"

--Theresa McKinley, Director of Technology Services
Wisconsin School Music Association (WSMA)

Sandra GiradeSearching and selecting a new AMS is daunting and overwhelming. With over 80 options in the market, you feel like you’re in a bustling bazaar in a foreign land where you don’t speak the language: everyone jostles for your attention and hyped up sales presentations turn out to be largely hype.

Then, we found Wes!

Working with Wes is like stepping into a private salon. Your team and Wes engage in a deep dive about your organization, current AMS pain points, your AMS wishes, and overall structure. From that, only the best fitting AMS prospects are brought in for your consideration. The only things missing were the opulent couch and glass of champagne.

But it doesn’t end there. Wes guided us through the demonstration rounds offering advice, guidance, and asking clarifying questions that helped our team focus on performance, fit and price. Wes’ outsider perspective was refreshing and critical. He freed up our team so we could focus on our work while bringing his best information and insights to our AMS selection process.

Is there an investment? Hell yes, there is an investment! Resist the urge to do this yourself. Don’t trip over dollars to pick up dimes. Avail yourself to Wes’s skills and knowledge. You’ll be happier in the long run.

--Sandra Giarde, CAE
Executive Director
California Landscape Contractors Association

"We hired Wes to develop the detailed requirements for a new association management system. Our organization is large, our business requirements are complex, and the task was daunting, as many AMS projects can be. However, Wes quickly grasped the hard details of our business, as well as the soft information between the lines, and fashioned a requirements document that was comprehensive and exceeded the expectations of our key organizational stakeholders.

Wes then developed a detailed RFP that we distributed to a selected group of vendors that he identified with our specific requirements in mind. As a result, we didn’t waste our time with vendors who could never meet our needs. Then, he partnered with our team throughout the demo phase to carefully evaluate the vendors’ responses, helped us test their promises against reality, and helped us make our final selection.

It’s clear to me that Wes transformed what could have been a very long and painful process into one that was efficient and satisfying. I heartily recommend his services to others considering the same project."

--Frank Fortin, Chief Digital Strategist and Communications Director
Massachusetts Medical Society

Here's a sampling of what our clients have had to say about our help

Erica O’Grady“After some AMS software research on our own we were overwhelmed by the number of options out there. As a small staff, our bandwidth is limited in terms of time to dedicate to such an important decision. Having worked with Wes in a prior organization, I hired him to consult on this project. Wes’s experience in the association space proved invaluable because he’s knowledgeable from both a technology perspective and an association staff perspective.

We began our engagement with Wes determining our requirements – which even led to a change (for the better) in some of our business processes – and he was able to effectively prioritize these requirements and narrow down the pool of potential software solutions for us to consider.

With Wes’s guidance, we were able to define (and redefine, in some cases) our list of “must-haves” when it came to data management and governance. After each software demo, we had an opportunity to debrief with him and talk through some of the opportunities and challenges with each package. Once we made a decision, Wes supported us right through contract negotiation.

I’m pleased to say that we’ve signed an agreement with a vendor that will meet our current and future data management needs, create efficiencies, AND save the organization significant money on an annual basis: That’s a huge WIN-WIN-WIN in my book. If you are re-evaluating your current AMS or seeking a new one, I highly recommend Wes without hesitation.”

--Erica O’Grady, Executive Director/CEO
Society of Cosmetic Chemists

Bill Murray

"Working with Wes was the key factor in our successfully identifying a new association management system. Wes was knowledgeable, extremely responsive, and very respectful of all staff’s input into the process. He helped us move quickly and thoroughly through the process of vetting potential solutions and finding the one that fit us best. A new AMS is a big investment - not just in terms of expense, but in terms of the staff time and management oversight necessary for the project. Retaining Wes helped us to maximize the return on our investment. I recommend his work without reservation."

--Bill Murray, President and Chief Executive Officer
National Coffee Association

Theresa McKinley

"We are so grateful for all of Wes's help and guidance. We feel great about being able to work with our new vendor - and definitely would not have been able to without Wes's assistance. We stressed to our board that their investment in Wes as a consultant was well worth it. The knowledge base Wes has, the connections, the understanding of the RFP nuances, and his willingness to continue being a sounding board were all so important to the successful completion of the process. I was very grateful to know Wes was in our corner!"

--Theresa McKinley, Director of Technology Services
Wisconsin School Music Association (WSMA)

Sandra Girade

Searching and selecting a new AMS is daunting and overwhelming. With over 80 options in the market, you feel like you’re in a bustling bazaar in a foreign land where you don’t speak the language: everyone jostles for your attention and hyped up sales presentations turn out to be largely hype.

Then, we found Wes!

Working with Wes is like stepping into a private salon. Your team and Wes engage in a deep dive about your organization, current AMS pain points, your AMS wishes, and overall structure. From that, only the best fitting AMS prospects are brought in for your consideration. The only things missing were the opulent couch and glass of champagne.

But it doesn’t end there. Wes guided us through the demonstration rounds offering advice, guidance, and asking clarifying questions that helped our team focus on performance, fit and price. Wes’ outsider perspective was refreshing and critical. He freed up our team so we could focus on our work while bringing his best information and insights to our AMS selection process.

Is there an investment? Hell yes, there is an investment! Resist the urge to do this yourself. Don’t trip over dollars to pick up dimes. Avail yourself to Wes’s skills and knowledge. You’ll be happier in the long run.

--Sandra Giarde, CAE
Executive Director
California Landscape Contractors Association

"We hired Wes to develop the detailed requirements for a new association management system. Our organization is large, our business requirements are complex, and the task was daunting, as many AMS projects can be. However, Wes quickly grasped the hard details of our business, as well as the soft information between the lines, and fashioned a requirements document that was comprehensive and exceeded the expectations of our key organizational stakeholders.

Wes then developed a detailed RFP that we distributed to a selected group of vendors that he identified with our specific requirements in mind. As a result, we didn’t waste our time with vendors who could never meet our needs. Then, he partnered with our team throughout the demo phase to carefully evaluate the vendors’ responses, helped us test their promises against reality, and helped us make our final selection.

It’s clear to me that Wes transformed what could have been a very long and painful process into one that was efficient and satisfying. I heartily recommend his services to others considering the same project."

--Frank Fortin, Chief Digital Strategist and Communications Director
Massachusetts Medical Society

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