About Us

Porter-Roth Associates (PRA) provides consulting services to companies for electronic document (document imaging,  document scanning, electronic documents) and records management technologies. PRA provides initial project planning, document management strategy sessions, requirements analysis, project feasibility studies, vendor selection, and implementation oversight services. Get a quick overview of our document and records management consulting services - PRA Capability Statement 

PRA is a member of or has participated in the following:

• AIIM Association for Image and Information Management (AIIM International)

• ARMA International (records management)

• AIIM Toolkit for Cloud Content Management  - Primary Author

• AIIM Education - Cloud Content Management Training (Q1, 2013)

• AIIM Committee Chairman for Request for Proposal Guidelines - Primary Author

• AIIM Master of Information Technology (MIT)

• Certified Document Imaging Architech (CDIA)

• Past President of AIIM Golden Gate Chapter

Resume

Mr. Porter-Roth is the founder and principal consultant for Porter-Roth Associates (PRA). PRA provides a broad range of business and technical consulting services to users and vendors of enterprise content management (ECM) technologies. Mr. Porter-Roth has been an independent consultant in the ECM industry for over 20 years. He is a frequent speaker and writer for associations and publications ECM including AIIM, ARMA, and the SharePoint Users Group.

He is the author of the following books: 
Request for Proposal :  A Guide to Effective RFP Development
Writing Killer Sales Proposals
RFP Guidelines (AIIM TR-27)
Proposal Development: How to Respond & Win the Bid

Mr. Porter-Roth is an AIIM Master of Information Technologies (MIT) and a Certified Document Imaging Architect (CDIA). He has chaired various standards committees at AIIM including the RFP Guidelines (TR-27) Committee, OCR/ICR Committee, and the Knowledge Management Committee.

Download the complete Resume

Client List

This is our current client list. All of these engagements concerned some aspect of electronic document management consulting. Specific engagement information and references are available upon request.

Example Projects

The following are brief overviews of our projects. This is not a complete list but provides information on the type of projects undertaken.

SharePoint Implementation Project - Energy Company

Participated in the design, development, and implementation of a SharePoint system. This is an enterprise-wide system that will have approximately 70,000 users when it is completely implemented. Provided consulting in information management strategies including migration of content.

Inactive Records Destruction Project - Energy Company

Client had approximately 1.3 million boxes of inactive documents and records in several locations. The client wanted to legally destroy as many boxes as possible before consolidating the boxes into one location. We developed a methodology to sample the contents of boxes, verify the integrity of the information, and have owners approve destruction of reviewed boxes. Project was successful and the ROI was immediate. (Also reduced potential legal liability of keeping documents that were past their destruction date.)

Backfile Conversion Project - County Assessor

Reviewed current paper property records and developed an RFI/RFP. Participated in vendor demonstrations and selection.

Backfile Conversion Project - County Recorder

Reviewed current microfilm records and developed an RFP. Participated in the vendor selection. Provided vendor oversight after contract award.

Document Management and Workflow Assessment

This engagement studied an existing document imaging and workflow application in a banking environment to determine whether current document imaging and workflow technology could be updated and improved. Primary goals were to establish better tracking of customer applications, improve the time to approve, simplify order entry procedures, and enhance customer service capabilities.

Enterprise Imaging Study

This engagement provided an enterprise document imaging feasibility study. The application was general image processing for each department and the initial study was based on seven departments, including accounts payable. The product of the study provided a go/no go decision for document imaging and workflow technology. Also included in the study were a vendor analysis, cost-benefits analysis, procurement assistance, and implementation support.

Municipal Court System

This study was for a County Municipal Court System. This study reviewed the operations of the Courts and recommended feasibility of document imaging technology. The study included a cost-benefits analysis, survey of qualified vendors, model implementation plan, and a vendor recommendation. 

California State Court of Appeals

The Court of Appeals receives appeal documents in hardcopy from the Trial Courts, the appellants, and the State. These documents are sent in multiple copies and used by the Judge in making a decision. This study determined whether submitting documents in electronic format was possible and what were the ramifications of electronic submission. The study included a review of current practices and procedures, a review of electronic formats available for submitting documents, and a review of the potential storage methods for maintaining the electronic documents. Recommendations were presented at a meeting of the District Clerks.

RFP Development, Writing, and Review

Assisted with the development of a major RFP effort for an international banking project. Provided RFP management, writing, and development of the customer demonstration. Also worked on developing pricing scenarios and contract review.

Document Imaging RFP  - Bank

Reviewed and commented on the final RFP. Participated in rewriting of RFP sections prior to it being sent to vendors.

Document Imaging RFP - Manufacturer

Reviewed and commented on the draft RFP. Participated in rewriting of RFP sections prior to it being sent to vendors.

RFI/RFP Workshop and Development - European Patent Office

Provided an RFI/RFP workshop for the project team. Continued with assisting with the development and writing of the RFI and RFP, reviewed draft documents, and evaluated final RFP. Participated in review and evaluation of vendor proposals.

Speaking Engagements

Below is a partial list of our speaking engagements. We are available to speak at your company, company webinar, or other event, about cloud computing, document management, and processing reengineering. Please contact us about about your event.

Review a selection of my presentations on SlideShare Presentations

AIIM - Annual conference - multiple times

ARMA - Annual conference - multiple times

AIIM Wednesday Webinar - multiple times

AIIM Chapter events

ARMA Chapter events

San Francisco SharePoint User Group

San Francisco SharePoint TechCon

2012 Speaking Engagements

January 18, AIIM - Cloud Collaboration Strategies and Technologies  http://bit.ly/swQ5su

January 19, ARMA San Francisco Cloud Collaboration Strategies and Technologies

March 1, AIIM Chapter Webinar, Nebraska Cornhusker Chapter - Cloud Collaboration

March 8, San Francisco SharePoint User Group - Cloud Collaboration Technologies

March 22, AIIM Managing Information Conference, San Francisco - Cloud Collaboration http://bit.ly/rVyjHq

May 23, AIIM Wednesday Webinar, Gain Process Efficiency http://bit.ly/LuGeIC

May 30, CloudSlam '12 Moderator for Panel on Information Growth and Big Data http://cloudslam.org

September 13, ARMA Silicon Valley, Cloud Collaboration Strategies and Technologies

September 25, Kodak Global Directions 2012 http://bit.ly/MeFT9Z

September 26, AIIM Chapter Las Vegas, The New IM ToolBelt

October 9, ARMA Chicago Chapter, The New IM ToolBelt

October 10, AIIM Detroit Chapter Meeting, Cloud Content Management and Strategies

November 9, AIIM Service Company Executive Forum - Cloud Technologies Overview

December 12, Salt Lake City - Executive Briefing on Content Management and Document Imaging

2013 Speaking Engagements

March 20, AIIM Conference Extreme Information, New Orleans - Cloud Governance

Publications

Below is a partial list of books, reports, and articles we have written.

Books

Request for Proposal: A Guide to Effective RFP Development
Addison-Wesley Information Technology Series 2001

Document Conversion Guidelines
Electronic Document on Amazon

Writing Killer Sales Proposals
Entrepreneur Press 2004

Proposal Development: How to Respond and Win the Bid
Oasis Press 3rd Edition 1998

Electronic Imaging Request for Proposal (RFP) Guidelines (TR-27)
Association for Information and Image Management

Articles

Finding and Working with System Integrators
Storage Management Solutions (SMS) 

Designing an Imaging Request for Proposal 
Faulkner Technical Reports, Inc.

Selecting and Implementing an Imaging System 
Faulkner Technical Reports, Inc.

Electronic Imaging Printers, Current Technologies and Requirements in Today's Office Document Environment 
Editor for the Association for Information and Image Management

Electronic Imaging Display Devices, Current Technologies in the Office Document Management Environment 
Editor for the Association for Information and Image Management

The Ergonomic and Human Factors Associated with Electronic Image Management Systems 
Editor for the Association for Information and Image Management

Top

Independent | Unbiased | Objective

Document Imaging | Electronic Document Management | Records Management | SharePoint

Consulting in Electronic Document & Records Management Technologies

PRA is not affiliated with any vendors, is not a reseller of any products, and provides objective document management consulting services.