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.

failure_small
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...
same_small
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....
complex_small
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...
usercount_small
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...
break_new
FEATURES
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...
throw-paper_small
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...
cloudsharing-small
FEATURES
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...
future
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)...
« Prev 12
    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