Bud Porter-Roth

Mr. Porter-Roth has over 20 years of experience as an ECM consultant, with a focus on electronic document management, records management and paper document projects. Areas of specific expertise include project definition, business process definition, requirements analysis, opportunity cost/benefit analysis, RFP development and vendor selection and project implementation. He has a broad-based knowledge of public and private industry having participated in projects for the IRS, state, local and city governments and private businesses in the financial sector, retail industry, petroleum industry and others.

Mr. Porter-Roth is the author of the following books: Document Conversion Project Guidelines, Request for Proposal: A Guide to Effective RFP Development, Writing Killer Sales Proposals: Win the Bid and Close the Deal and Proposal Development: How to Respond and Win the Bid. Mr. Porter-Roth has also written for many of the leading publications about RFP development, ECM, return-on-investment analysis and records management.

Questions Your Document Management Consultant Will
Feb. 1 2017
In my first article about hiring a document management consultant, I highlighted areas that you should consider before making this decision. The guidelines provided were meant to help you to better understand...
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Jan. 4 2017
As we close out another year in the electronic document management (EDM) world, I have a suggestion: Start the year with an audit of your EDM system. Why? Over the years, there have been many articles...
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Sept. 29 2016
After you have determined that you need a document management system, and developed your basic requirements, how do you locate the right document management system? Of course, a Google search turns up...
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July 30 2015
While on the surface, adopting electronic signatures looks pretty slick: send a document, get it signed and, badda bing, you’re done. Well, not so fast there Hondo—these are some of the major...
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June 16 2015
It has become popular to disparage the early, mainstream enterprise content management (ECM) companies like FileNet, OpenText and Documentum. The typical comments are along these lines: “They failed...
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May 6 2015
In a recent article for CMSWire titled "Office 365 is a Disaster Waiting to Happen," Joe Shepley states that Microsoft is helping new Office 365 clients to migrate their shared drive content to the Office...
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April 13 2015
Every so often, I get a call from someone who wants to know if I can help them with their “document management problem.” When I ask some basic questions like, ”What is the problem?”...
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March 11 2015
At the risk of offending everyone, why have you made a concerted effort to get all of your paper documents into electronic form but still print out signature documents and send them via costly snail mail?...
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Feb. 26 2015
| #10 TOP READ — Hello vendor, my name is Bud, and I work at the company you just gave a demo to. Can we take a minute to review your first (and probably last) demo/presentation to my group? First,...
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Jan. 15 2015
As we welcome a new year, you may be thinking about new funding and new projects. It may be time to tackle that growing storeroom of paper files or that growing debate about getting rid of the shared drive,...
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Dec. 22 2014
As we begin to close the year out and assess what happened in the enterprise file sync and share (EFSS) world, let’s look at a little history to gain some perspective and possible future directions....
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Nov. 20 2014
I was recently at a client that has been in business for 40 years, is a small business and is thriving. They were a paper-intensive business, commercial real estate, and stored all their paper in lateral...
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Oct. 23 2014
I was just with a company doing a document management feasibility study. As part of the work, I ask about other systems being used and what works or doesn’t work. This client said they had a Salesforce...
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Sept. 15 2014
Plus ça change, plus c\'est la même chose. I was reminded of this French saying (Jean-Baptiste Alphonse Karr) when I attended the Box user conference, BoxWorks 2014, in early September....
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Sept. 2 2014
A recent blog from my colleague Bob Larrivee asks, “Why Everyone Thinks ECM Is So Complex.\" His point was, “There is a tendency to view [enterprise content management] ECM as a complex set...
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Aug. 4 2014
Recently, I have been involved in several strategic studies to determine if the software being used was still the right solution and, if not, what the options were. As part of this type of study, I look...
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July 2 2014
After years of consulting, I have learned that the biggest problem we face when looking at implementing a document management system is the status quo. People, whether happy with existing technology or...
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June 10 2014
“Not disposing of your documents is very risky! Keeping all documents all the time is even worse!!” How many times have we heard some variation on the theme that not destroying documents according...
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May 21 2014
For many companies, a cloud file sharing system is a real relief. It is inexpensive; it is easily provisioned; there is no (or hardly any) IT work; and the users were using free versions anyway. And a...
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April 9 2014
As part of the implementation planning process for a cloud-based content management system, the migration of existing documents and content should be considered. Many cloud content management systems (CCMS)...

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