Date: Wednesday, March 10, at the Cynwyd Club, Bala Cynwyd, PA
Time: Networking, 5:30 PM; Dinner, 6:30 PM; Talk and Business Session, 7:30 PM

Databasing and Contact Management Systems for Consultants

Anne Toohey
DataBasics Solutions

Abstract: In today’s world of vast and ever increasing information sources, all businesses struggle to keep up with an overwhelming amount of data and information. The software most typically used to manage and handle this data is Microsoft Office – Outlook, Access, Excel and more. Office is used to deliver, query, analyze and present data every day, yet the majority of businesses use only a fraction of the power of this integrated suite of software.

I will discuss how to effectively use software to manage client and project information and communications, from more effective use of Outlook to off-the-shelf Client Relationship Management software (CRMs) to custom database development. If time permits, I will also discuss options for email marketing and applications for improved business productivity.

Biography: Anne Toohey, owner and primary consultant at DataBasics Solutions since 2004, has over 25 years of experience with office applications, workflow analysis and redesign. Prior to her entrepreneurial stage, Anne has spent 13 years at Xerox Corp developing her career in Information Technology and Services industry as she rose to the level of Marketing Manager in Printing Systems. Anne earned her BA in History with a minor in Computer Science at the University of Virginia in 1983. She enjoys one-on-one client interaction and finds personal satisfaction in implementing a solution to integrate, automate and improve business processes and productivity.

Location: The Cynwyd Club, 332 Trevor Lane, Bala Cynwyd, PA 19004. From I-76 drive S on City Line Ave. (US Rte. 1). Turn right on Conshohocken State Rd. (Rte. 23); stay in right lane. After second light watch for white left-turn arrows painted on street (about .14 mi/750 ft). Do not follow Rte. 23 left at turn but instead go straight ahead onto Llandrillo Rd. (passing to right of Valley Press printing). In one block bear left onto Trevor Lane at stop sign. Clubhouse and parking are on the left. Please park in lot if space is available; otherwise park on Trevor Lane. If lost, call the club at 610-667-4524, ext. 2.  MAP

Reservation: To make or cancel a dinner reservation, e-mail CCNReservations@aol.com or call the ACS office at 215-382-1589 (leave message on voicemail if necessary). Fee, including food and beverages (wine, beer & sodas), is $25 by the deadline, Thursday, March 4, $35 afterwards. Late reservations and walk-ins subject to availability. No-shows will be invoiced. Please advise of any special food requirements. There is no charge for talk only; registration is suggested using contact information above