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.

Want a Great ECM System
July 2019
Want a Great ECM System? The Work Is Never Done
BY Bud Porter-Roth
Aug. 1 2019
You take a deep sigh of relief: You've flipped the switch on your new enterprise content management (ECM) system, and it's finally working. The users have been trained. The workflows have been built. The...
What to Tell a Document Management Consultant
June 2019
What to Tell Your Document Management Consultant About Your IT Infrastructure
BY Bud Porter-Roth
June 18 2019
Before you can hire the right document management consultant, you first need to gain an understanding of your business and the information technology (IT) infrastructure within it. A few years ago, I wrote...
Agile Approach for Document Management
March 2019
Why You Should Take an Agile Approach Toward Document Management
BY Bud Porter-Roth
March 29 2019
Document management systems have become very complex, especially when implementing a new system across many departments. Each of those departments often has a different business focus— all the while...
830x539_Bud
Fall & Winter Digital Issue 2019
Is Cloud Content Management a Silver Bullet?
BY Bud Porter-Roth|James Watson
Jan. 8 2019
As more and more organizations look to move toward cloud content management, this particular technology segment is quickly evolving into a fragmented set of applications and tools. Today, cloud content...
Understand Your Document Management Problem
December 2017
How to Understand Your Document Management Problem
BY Bud Porter-Roth
Dec. 5 2017
If you are researching the topic of document management, there are many white papers, articles, books, presentations, etc. about document management systems and technology, but there are few focused on...
Benefits to a MSP
August 2017
The Top Benefits of Managed Services for ECM
BY Bud Porter-Roth
Aug. 23 2017
In part one of my series on managed service providers (MSPs), I explained what a managed service is, why you may consider managed services for your enterprise content management (ECM) project, possible...
Managed Servcies Are Key
July 2017
Are Managed Services the Key to a Successful ECM Project?
BY Bud Porter-Roth
July 28 2017
The new enterprise content management (ECM) system has been implemented, users trained, documents migrated, and everyone is happily working. Three months later, the human resources (HR) department needs...
Selecting a Vendor
Spring Digital Issue 2017
How to Select a Document Management Vendor
BY Bud Porter-Roth
April 6 2017
Selecting a document management vendor is challenging work, but with the right steps, you can make the best choice at the right price. Before you begin, it’s important to understand your document...
Questions Your Document Management Consultant Will
February 2017
Questions Your Document Management Consultant Will Ask
BY Bud Porter-Roth
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...
audit_EDM
January 2017
Is It Time for an Electronic Document Management System Audit?
BY Bud Porter-Roth
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...
830x539_Bud
September 2016
Choosing a Document Management System: Who's Who
BY Bud Porter-Roth
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...
e-sigtips_small
July 2015
12 Tips for Your E-Signature Project
BY Bud Porter-Roth
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...
journey_2015_small
June 2015
The ECM Journey: Legacy Negative Selling Won't Sell the EFSS Future
BY Bud Porter-Roth
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...
sisyphus_small
May 2015
Document Destruction and the Myth of Sisyphus
BY Bud Porter-Roth
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...
question_small
April 2015
How to Hire a Document Management Consultant
BY Bud Porter-Roth
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?”...
e-sign_2015_small
March 2015
E-signatures: Is There Any There There?
BY Bud Porter-Roth
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?...
letter_small
February 2015
Tips for a Successful Vendor Demonstration
BY Bud Porter-Roth
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,...
rfp_small
January 2015
RFPs: Ready, Fire, Aim?
BY Bud Porter-Roth
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,...
fish_small
FEATURES
EFSS: It’s Time to Fish or Cut Bait
BY Bud Porter-Roth
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....
find_small
FEATURES
Not Dead Yet! Document Imaging is Still a Viable Technology
BY Bud Porter-Roth
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...
1 2 Next »
  • Humans and AI: The Perfect Partnership for Customer Communications
    By Gina Armada
    A seismic wave is rumbling through the workplace with AI and automation actively transforming employee productivity and reshaping operations
  • Screenshot 2024-10-24 at 9.22.49 AM
    Be More Effective with Generative AI in Customer Communications
    By Atif Khan
    The potential of generative AI to positively impact how we work and live is massive
  • A Tale of Two Revolutions
    By John Mancini
    You may wonder why an old content management guy is writing about generative AI and LLMs
  • Generative AI
    By Liz Stephen and Mia Papanicolaou
    Generative AI (GenAI) is set to revolutionize the Customer Communications Management (CCM) industry, driving profound changes in how businesses interact with their customers
  • What it Takes to be Effective with Gen AI
    By Atif Khan
    Editor’s Note: This is part 2 of a 3-part series on AI in CCM. You can find part 1 in our Spring issue. Look for part 3 in the next issue