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.
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
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