The Welch Company
440 Davis Court #1602
San Francisco, CA 94111 2496
415 781 5700



Date: February 21, 1995
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Subject:

SDS Product Development Plan

Author: Morris Jones
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Resources: SDS prototype software program, developed beginning OA 1985; POIMS technology; Communication Metrics explained on February 4, 1995.
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Based on the foregoing resources, experience interacting with SDS records for 10 years, and using SDS briefly beginning on May 20, 1991 the following presents initial scope for a Windows version of the Schedule Diary System software program.

1. Market conditions
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   1. Information Highway
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      1. Meetings
      2. Calls
      3. E-Mail
      4. Documents
      5. Information Services
      6. Regulation & Laws (i.e. new subjects)
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   2. Communications are Failing -- Murphy's Law
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   3. Current software management tools
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      1. PIMS
      2. Project Management
         1. Cost Control
         2. Schedule Control (e.g. CPM, PERT)
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      3. Celluar
      4. Fax
      5. Video Conferencing
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   4. Current state of the art
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      1. Cost, Schedule, Communications
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      2. Executive Training
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         1. MBA
         2. Seminars
         3. Consultants, e.g. Arthur Little
         4. Peter Drucker
         5. Stephen Covey
         6. PMI
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      3. TQM
      4. Project Management
      5. Re-engineering
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   5. POIMS Criteria
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      1. Automated Integration
      2. Management Cycle
      3. Time, Information, People, Documents
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      4. Convert Information into Knowledge
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         1. Link related information created chronologically
         2. Subject Indexing
         3. Multiple paths (time, subject, people, documents
         4. Fast information capture
         5. Fast knowledge retrieval
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   6. Potential competition
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      1. Exact market match
      2. Customer perception match
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2. Product requirements
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   1. Software environment
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      1. Windows
      2. Memory
      3. Disk storage
      4. Network support
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   2. Foreign language
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      1. Messages
      2. Pictures
      3. Spell checking
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   3. Sales price
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      1. Competition
      2. Manufacturing costs
      3. Development costs
      4. Estimated market size
      5. Market Development costs
      6. Advertising costs
      7. Support costs
      8. Life cycle costs
      9. Update pricing
      10. Unit pricing
      11. Group pricing
      12. Network pricing
      13. License server
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   4. Customization
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      1. User customization
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         1. Data Entry, Word, Wordperfect
         2. Function Keys
         3. Location of SDS data bases (e.g. program, diaries, Contacts, Subjects, Documents)
         4. Calendar (Schedule) formats
         5. Menu titles
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      2. Per client customization??????
      3. Customized product maintenance
      4. Pricing for customized products
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   5. User interface
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      1. Windows 95 compliant
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         1. Mouse support
         2. Keyboard support
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      2. Multiple windows
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         1. Child windows
         2. Independent windows
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      3. Multiple views of the same data
      4. Each major system can be open
      5. Supports text, graphics, and picture data
      6. External links
      7. Citations
      8. Windows OLE compliant
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      6. Multi-user
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      1. Network requirements
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         1. Use of share
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            1. Record locking 2. File locking
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         2. Error recovery
         3. Audit trails
         4. Disaster recovery
            
            
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      2. Multiple copies on a single machine
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      7. Data security
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      1. Encryption
      2. Passwords
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      3. Security requirements
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         1. Signing on
         2. Accessing data
         3. Protecting fields
            
            
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      4. Security levels
      5. Security administration
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      8. Ease of use
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      1. Instant start and use
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         1. No need to use entire system
         2. Defaults for all actions
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      2. Multiple levels of expertise
      3. Help files and requirement
      4. Hints
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      9. Major systems
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      1. Schedule (Calendar)
      2. Diary
      3. Contacts
      4. Subjects
      5. Documents
      6. File management
      7. Action items/To do
      8. Time billings and payroll
      9. Reports
      10. Email interface
      11. Dispatch external applications
      12. Internal citations
      13. External citations
      14. Links
      15. Spell checking (Use Microsoft interface)
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      10. External interfaces
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      1. Supported external applications
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         1. Word for windows
         2. Word perfect for windows
         3. Excel
         4. Lotus 123 for windows
         5. Microsoft project
         6. Corel Draw
         7. Autocad for windows
         8. SQL data bases
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      2. Data transferred
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3. Support and maintenance
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   1. Revision controls
   2. Release procedures
   3. Customer tracking database
   4. Escalation procedure
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   5. Remote help
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      1. Modem support
      2. Phone support
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   6. Menu names
   7. Error message requirements
   8. Handling system errors
   9. Error recovery
   10. Support period
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4. Product launch
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   1. Press releases
   2. Co-announcements
   3. Launch timing
   4. Trade shows
   5. Advertising
   6. Launch collateral's
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5. Sales
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   1. Sales channel
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      1. SPIFS
      2. COOP dollars
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   2. Sales collateral's
   3. Sales training
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6. Product family
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   1. Family overview
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      1. Single user product
      2. Multi-user product
      3. Feature road map
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   2. First product
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      1. Timing
      2. Costs
      3. Features
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   3. Major upgrade
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      1. Timing
      2. Product cost
      3. Features to add
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   4. Second product member
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      1. Timing
      2. Product cost
      3. Features to add