THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
Date: Mon, 21 Jul 2003 09:11:05 -0700
03 00050 61 03072201
Mr. Jerry J. Nord
CSG Systems Inc.
2525 117th Avenue
Omaha, NE 68138
Preparing for SDS Launch at CSG
Confirming our telecon on 030718. Here are the highlights...
We will implement the plan on 030708 for a two phase project,
with phase 1 guided by a
shown in the
record on 030708,
which I have just about completed.
Perhaps you could generate the base document in Word for
signature, and get Ken and others to review it, if you feel that
is appropriate. I will send a draft of Appendix A today. We
will want to do some editing on my initial draft of Trade
Secrets; I understand that Morris and Gary will have some
comments, and I am sure you will as well, plus Ken and CSG may
wish to at least comment.
We will sign the Agreement and you will then
Agreement into your IP agreement with CSG,
as planned on
.. This step launches phase 1 where I prepare an SDS program set
for you, and you then have six (6) months to learn and use SDS for the
purpose of evaluating business viability. The phase 1 period will be
used to formulate a Phase 2 product development, marketing and
business plan, including important licensing issues raised by CSG
counsel on 030716. The Phase 2 business plan may include CSG, if CSG
and the other parties, i.e., you and me, agree. Phase 1 can end at
any time, depending on your results. This means you can abandon the
effort in a week, and no harm no foul under terms of the Agreement.
However, our aim is to work together on getting you first up to speed
using SDS over a 2 month period, then getting you using SDS on the job
at CSG, and then developing a Phase 2 Agreement.
As we discussed on Friday, support for improvement in any
organization is always
and so requires ingenuity and
persistence, as Don Rumsfeld noted in remarks to the War College last
.. Another ingredient for enabling fragile opportunity to take root
and grow is strong leadership. Your
leadership is excellent on
working with Ken and others at CSG to introduce SDS work product
via email so they have a mental framework to grasp objectives, as
we discussed on Friday.
.. If this requires printing some of POIMS and providing
conventional highlights to aid discussion, than naturally that
should be done.
Again, will get the 1st draft of SDS trade secrets to you later