This presentation outlines the services and capabilities provided by Porter-Roth Associates. We are vendor neutral and consult in electronic document management technologies, including document scanning, electronic documents, workflow, records management, and cloud-based collaboration technologies.

1. Porter-Roth Associates
Capabilities Statement
Porter-Roth Associates

2. Porter-Roth Associates
Consulting in electronic document
management and records technologies
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Porter-Roth Associates

3. Services
 Development of cloud-based collaboration strategies
 Development of document management strategies
 Business case development
 Functional requirements & workflow analysis
 System feasibility analysis and report
 RFP support, development, and writing
 Vendor evaluation and selection
 Project implementation and oversight
 Document management training
Porter-Roth Associates

4. Why Porter-Roth Associates?
 Vision: We understand the technology
 Experience: Over 20 years in the industry
 Objectivity: No vendor affiliations
 Understanding: Have worked with a variety of
industries and business applications
 Cooperation: The customer is part the process,
knowledge transfer is part of the program
 Commitment: Dedicated to quality
Porter-Roth Associates

5. Technologies
 Cloud-collaboration strategies and technologies
 Document imaging/scanning of paper documents
 Electronic document management
 Workflow
 Records management
Porter-Roth Associates

6. Governance
 Policies (What is to be done)
 Procedures (How to execute policy)
 Compliance (How to measure adherence to procedures)
 Best Practices
Porter-Roth Associates

7. Industries
 Insurance
 Banking
 Energy
 Financial
 Courts/Legal
 Retail
 Manufacturing
 Federal/State/Local
government
 Education/University
Porter-Roth Associates

8. Partial Client List
 Chevron
 UBS
 Washington Mutual Bank
 State of California
 Fireman’s Fund Insurance
 First Union Bank/Wachovia
 State of Washington
 Federated Department Stores
 University of California (Berkeley, SF, Santa Cruz)
 State of Iowa
 Linsco Private Ledger (LPL Financial)
 Baptist Foundation of Arizona
Porter-Roth Associates

9. Capabilities/Advantages
 Electronic document management is primary focus
 Principal provides all work and client interface
 Current with EDM systems and technologies
 Current with legal requirements
 Excellent history and references
 Diverse client base and applications
 Diverse industry base
Porter-Roth Associates

10. Project Study Methodology
 Determine project goals and objectives
 Agree on critical success factors for the project
 Identify applications to be reviewed
 Establish current environment details
 List deficiencies of current system
 Analyze current workflows
 Map current process to potential technologies
 Redesign existing process to new process
 Create strawman system architecture
 Include client users in the process
 Receive client acceptance at all major steps
Porter-Roth Associates

11. Typical Report Outline
 Executive Summary
 Go/no go decision/recommendation
 Define system goals, objectives &
success factors
 Application design description
 Existing process analysis
 Anticipated process description
 Functional requirements
 Review available technologies
 Estimate system and development
effort $
 Overall Recommendations
Porter-Roth Associates

12. Typical EDMS Project Problems
 Project/scope is too big
 Implementation timeframe is too fast
 Implementation drags on too long
 Project/scope creep adversely affects project
 Lack of key management support
 User participation is lacking
 Project is associated with downsizing
 Unrealistic/unjustified expectations of
technology
 EDMS is not a panacea for all document
problems - good work habits and record keeping
must be in-place from the beginning
Porter-Roth Associates

13. Typical EDM Project Benefits
 Increase work productivity and efficiency
 Reduce resource costs where possible
 Better management and control of paper
and electronic documents
 Improve tracking/accountability of records
 Provides more accurate data for decision
making
 Reduce/mitigate legal/litigation risk
 Improve security of information
 Implement a disaster recovery/business
continuity plan
Porter-Roth Associates

14. Reference Project 1
Top 10 Energy Company
SharePoint implementation project. SharePoint is being adopted
enterprise wide for document management, collaboration, workflow, and
will be used as an application development. SharePoint will provide each
business unit with a means to individually customize the system to meet
the needs of the user and department. After training, customizations
should be achieved by staff members and not require IT or third-party
companies. Benefits include:
 Increased business productivity
 Better control of documents
 More accurate search results
Porter-Roth Associates

15. Reference Project 2
Top 10 Bank
System redesign of existing FileNET system for the Retirement Department.
Project was approximately 14 months. Work involved interviewing over 40
people and developing 165 before and after business process workflows.
Workflows were used to develop system requirements which were used to
build the new system. Benefits included:
 Increased business productivity through redesigned processes
 Enhanced work processing through new system applications
 Interface improvements with mainframe applications
Porter-Roth Associates

16. Reference Project 3
Top 10 Insurance Company
Project was to develop requirements, select a vendor, and provide
implementation oversight for the company’s intranet search engine. Project
was first step in a complete redesign of the company intranet.
Work included interviewing users, developing requirements, writing an RFP,
selecting the vendor, and providing project implementation oversight.
Benefits included:
 Increased business productivity through more efficient search engine
 Better control of search engine usage and search requirements
 Initial testing demonstrated better, and faster, search results
Porter-Roth Associates

17. Reference Project 4
County Assessor-Recorder Office
Project was to convert property records to digital images and to make them
easily searchable and retrievable. Project required developing requirements,
interviewing users, writing an RFP, and selecting a vendor.
Paper records included non-standard paper and forms, color ink,
miscellaneous documents, documents that needed to be purged.
Benefits included:
 Increased business productivity
 Better control of existing files and documentation
 Provided for document disaster recovery files and backup
Porter-Roth Associates

18. Company Information
 Founded in 1990
 Sole Proprietor
 Established track record
 Over 20 years experience in electronic document
management technologies
 Vendor independent, objective services
 Competitive pricing
 Independent working relationship with other consultants
and technology specialists
Porter-Roth Associates

19. Professional Associations
 Association for Information and Image Management (AIIM)
 AIIM Master of Information Technologies
 Certified Document Imaging Architect
 ARMA – Records Management Association
Porter-Roth Associates

20. Professional Achievements
 Speaker at AIIM Conference
 Speaker at ARMA Conference
 Popular Speaker at Document Imaging Conferences – AIIM
Chapters, State Conference, Company Events
 Written numerous published articles about document
management technology
 Author of AIIM’s best selling report on requirements and RFP
development for document management systems. (TR-27)
 Author of Request for Proposal: A Guide to Effective RFP
Development Addison-Wesley
 Author of Document Conversion Project Guidelines
 Author of Writing Killer Sales Proposals Entrepreneur Press
 Author of Proposal Development, How to Respond & Win the
Bid, Oasis Press 3rd edition
Porter-Roth Associates

21. Summary
 Provides experienced-based consulting
 Recognized expert within the community
 Experienced with all major technologies
 Experience in many different business applications
Porter-Roth Associates

22. Porter-Roth Associates
Contact us to talk about your needs and
our services:
Bud Porter-Roth
Principal Consultant
415-381-6217 Office
budpr@erms.com
http://www.erms.com
Porter-Roth Associates