Boeing
5301 Bolsa Ave.
Huntington Beach, CA 92647-2099



February 27, 2004

03 00050 60 04022701




Mr. Jack Park
CALO Project
SRI International
333 Ravenswood Avenue
Menlo Park, CA 94025
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Subject:   SRI Inquiry About SDS Presentation Paper

Dear Jack,

Rod has asked me to respond to your letter on Jan 21, discussing a possible presentation at SRI. We had been talking about how the effort everyone made last year to try SDS on the project would make a good "story" on the ups and downs of introducing new technology, based on the annual report of progress in the record for Jan 2.
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I really appreciate being considered to speak at SRI.
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Couple of points to keep in mind...

  1. The general story using SDS at Boeing on the FCS project last year is fairly set out in Rod's record on Jan 2.
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    Rod used the occasion of my call to review the year, and this provides a basis for talking points in a presentation. I knew we had done a lot, but the list was impressive. When the work just "gets done" from day to day, there isn't the emotional impact of seeing how much got done, as the focus is so much on how much there is yet to do.
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  2. Unfortunately, since Jan 2, when things looked great, history may have passed us by on your idea to hear about SDS and Com Metrics. On Jan 16, I stopped using SDS after some questions were raised by Boeing corporate resulting from a small breach of confidentiality when, back in April, I accidentally published an SDS record to the Internet. That made me the target of enforcing Boeing's policies on what software can be on their systems. That issue is still in work. I don't know if that can be solved, so in one sense, the pilot test might be seen as a failure, if it turns out we could not develop sufficient buy-in to withstand cultural inertia once it got headed in our direction, based on analysis dated Feb 3. I am working on it, and there are some official action items to get SDS approved for use on the project but, Rod points out that experience shows the longer we go without "delivering the goods" that empower people to get things done correctly, on time and within budget, the favorable feedback that has occurred, up until now, will quickly fade from memory, as situational awareness (also, limited span of attention) becomes dominated by new crises. People fall back into comfortable habits working on familiar things in familiar ways, as Covey and Grove point out. So, giving fair warning that you may be buying a pig-in-a-poke, because the credibility angle seems to have receded again.
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  3. Since I don't have SDS anymore, I am a lot busier trying to meet increased demands for organizational memory, as a result of everybody finally starting to "get it," after getting SDS records for a year. Using conventional tools like this email, and other Microsoft programs means there is not as much time to get things done.
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    So, bottom line, I cannot promise I will have time anytime soon to spend on preparing a professional talk, nor to pull away for a visit to SRI. Using SDS for nearly a year and then losing it helps me appreciate just useful the program is.
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    Additionally, this is a classified project, and so that may present obstacles. Though we aren't yet dealing with classified data, it is all company and competition sensitive. All briefings given to outside groups have a bureaucratic approval process to go through. I will ask my boss -- maybe the gods will think this is something we should do, and in that case we are off to the races -- a gig at SRI would be an interesting project. Will try to get back to you in a few days on this.
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    Since the project is classified, my SDS records from the project are not available for general review, to answer your question about "blogging" on the Internet. (note -- that is what got us in trouble) I hope to find time to republish my non-project records to the Internet. We simply removed everything and I haven't take the time to install the needed safeguards and to republish my own records.
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    The use of SDS on the project has had some impact on the culture, but since, based on our approach of a "three layer architecture", I wasn't pushing strongly on how much of my success at taking notes and understanding what was happening (and what was falling through the cracks), there is little understanding of how much SDS helped and what they are losing by not having it available for me to use. This does validate the concept that it is possible to deliver "intelligence" without needing everyone to understand how it is done. Few people recognize that anything happened other than "Gary is really good at taking notes!". I have developed a reputation for that and my ability to bring a conversation back to earlier meetings and presentations. People come to me for aspects of history such as "when did we first invite X to our meetings?", simply assuming that I can find the answer. With SDS, of course, it was a matter of moments if the question covered any of the meetings I recorded.
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    If SRI can somehow wrangle a position that a presentation on Communication Metrics would be furthering the work of the project, then the records might be released. I have a vague recollection that Rod or Pat Lincoln, when I talked to him some months back, indicate that SRI has a small part of the Future Combat Systems (FCS) project, so there is always a possibility the records could be provided to SRI for study.
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  4. I talked to Rod about your idea for me to give the talk, and he is okay with that. Rod has had health issues recently, and so likely is not available. Go ahead and communicate directly with me on this, and send Rod a copy so he gets the gist of how things are going.
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  5. In our discussion, Rod mentioned having thumbed through some of the old files after getting your letter. That background suggests there are actually two (2) presentations that should be considered. The subject I am most qualified to comment on is learning and using SDS for the eight (8) steps of Com Metrics to prepare and send out the record to everybody. I've got this list posted on the wall here in my office; so, if the chance arises, I would consider making a presentation on using SDS for "intelligence" that supports command and control of the work, which fits our deliverable for C4ISR. My group's responsibility for modeling and simulation would provide an opportunity to follow up on Cliff Joslyn's (LANL) presentation at SRI on July 27, 2000.
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    A second presentation might be considered on how people handle getting SDS records, i.e., what's it like being a consumer of "intelligence"? Most of these people are not even aware that it is SDS records that they were receiving, but the impacts are there. It might be difficult to make happen, but it sure would be neat!
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    It would be great if our chief computer architect could come and explain transitioning from initial shock to acceptance, then expecting to get SDS records, and later insisting on getting more. Another good candidate is one of our customer reps. Nancy is a Lt Col, and has a Ph.D. in something like computer science or management, not sure which, but she is very sharp and seemed to catch on quickly that SDS packs a bigger wallop than getting traditional meeting minutes. I showed her SDS briefly, and she was impressed but dismissed the possibility of getting anyone in the Army to use such a tool (or any new tool, was her implication).
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    Additionally, if he could be persuaded, my boss' boss, Bruce, who hired me, would be effective to present the impact on corporate culture, when Communication Metrics is introduced. Bruce gave a talk last August that essentially cried out for SDS support to manage lessons learned. I don't know if any of this can be made to happen, but these people are excellent, and it makes sense for understanding the "story" of SDS on the project.
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  6. Rod mentioned there are a lot of other people who might be considered to speak on SDS, if I am not available, or to complement my perspective on the User side, with input from consumers of, what Rod calls, "intelligence" on the job (not sure I'm comfortable with that phrase, but I know what he means, and there is no doubt that a dramatic change of some kind - mostly positive, but some negative in the beginning - occurs in people from routinely getting SDS records).
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    Anyway, Rod mentioned a number of people, including your name as someone who could give a good account of SDS, including ideas for improvements. Pat Lincoln is another name, along with Morris Jones, who has worked with Rod for 20 years. I have talked to Morris once or twice and done some email, and also talked to Pat and they both seem like good choices to give a presentation on SDS from a consumer side.
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Enough for now.

Sincerely,




Garold L. Johnson
Modeling and Simulation
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Post Script

I am happy to hear that you are working on an add-on to Outlook, because it needs all the help it can get! Trying to produce a reasonable facsimile of an SDS work product using Microsoft Word and Outlook is slooow, and no fun at all! ..
Copy to:
  1. Pat Lincoln, SRI
  2. Morris Jones, Intel
  3. Paul Lowe, Boeing
  4. Jerry Nord, CSG