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.

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FEATURES
4 Ways to Prevent System Failure
BY Bud Porter-Roth
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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FEATURES
The More Things Change, The More They Stay the Same: Some Thoughts on BoxWorks 2014
BY Bud Porter-Roth
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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FEATURES
Why ECM Systems Are as Complex as We Think They Are, or Even More Complex
BY Bud Porter-Roth
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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FEATURES
Why You Should Audit Your Document Management Licenses
BY Bud Porter-Roth
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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If It's Not Broken, Break It: How to Get Users to Stop Avoiding the New Document Management System
BY Bud Porter-Roth
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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FEATURES
Keep or Destroy Documents? Is There an Answer?
BY Bud Porter-Roth
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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Cloud File Sharing Systems: Solving a Problem or Creating an Even Larger Problem?
BY Bud Porter-Roth
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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FEATURES
You Can't Find a Document if You Don't Have It: How to Migrate Document Content into a Cloud Application
BY Bud Porter-Roth
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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