THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: March 9, 2000 12:48 PM Thursday; Rod Welch

Tom Field comments on SDS, explains information management practice.

1...Summary/Objective
2...Suggestions to Improve Com Metrics Web Site
3...SDS Unique Capability to Convert Information into Knowledge
4...How are Business Men organizing Themselves Today?
5...SDS Augments Current Practice by an Order of Magnitude
6...Organizing Information is Big Part of Intelligence
7...Organic Subject Structure Improves Keyword Methods
8...Organizing Internet Access Using Favorites
9...SDS Requires Professional Marketing
10...QuickPen Getting Out of Project Management Business
11...Job Center (Project Management) for Construction Industry

ACTION ITEMS.................. Click here to comment!

1...The second part of the above point is unclear.

CONTACTS 
0201 - QuickPen International               303 799 6500
020101 - Mr. Tom Field
020102 - tfield@den.wantweb.net

SUBJECTS
Customer Requests for Information
Web Site Demo SDS

0604 -    ..
0605 - Summary/Objective
0606 -
060601 - Follow up ref SDS 48 0000, ref SDS 47 0000.
060602 -
060603 - Tom advises that QuickPen is getting out of the Project Management
060604 - business. ref SDS 0 4072  He found the explanation of SDS sent to Jon
060605 - Bondy, was helpful; he sent feedback showing an accurate understanding
060606 - and noted SDS is a unique solution. ref SDS 0 3068  Thoughtful help is
060607 - provided to improve the message on the web.  Tom's management practice
060608 - aligns with managers at IBM, Intel, and Corps of Engineers, showing
060609 - need for SDS is universal. ref SDS 0 4007  Tom notes an exception with
060610 - respect to complexity, that is not clear, so hopefully will clarify.
060611 - ref SDS 0 7592  Tom asks how SDS solves two knowledge management
060612 - issues, and notes he is happy with his current solution. ref SDS 0
060613 - 8799  Professional marketing is proposed to promote SDS.
060614 -
060615 - Submitted ref DIT 1 0001 linked to this record, thanking Tom for
060616 - suggestions and a strong evaluation of SDS despite lack of hands on
060617 - experience.
060618 -
060619 -
060620 -
060621 -
060622 -  ..
0607 -
0608 -
0609 - Progress
0610 -
061001 -  ..
061002 - Suggestions to Improve Com Metrics Web Site
061003 -
061004 - Follow up ref SDS 48 3005, ref SDS 46 3267.
061005 -
061006 - Received ref DRT 1 0001 from Tom responding to my letter on Wednesday,
061007 - ref DIP 6 0001, linked to the record reviewing QuickPen's website and
061008 - Tom's comments on SDS. ref SDS 48 0001
061009 - ..
061010 - Tom advises that the letter on 000306, ref SDS 46 3816, to Jon
061011 - Bondy, ref DIP 3 0001, (who is a friend and originally pointed Tom to
061012 - Com Metrics) helped clarify things. ref DRT 1 3096
061013 -
061014 - He further explains, ref DRT 1 4543, that my writing is...
061015 -
061016 -    1.  Almost completely opaque.
061017 -
061018 -           Example or two would be helpful to illustrate.
061019 -
061020 -    2.  Requires a great deal of persistence to understand the ideas.
061021 -
061022 -           Maybe main points are not summarized soon enough, so the
061023 -           reader loses perspective by the time everything is
061024 -           eventually tied together.
061025 -           ..
061026 -           Maybe analysis and explanation just are not tied
061027 -           together at all into coherent ideas.
061028 -
061029 -    3.  SDS records are introduced prematurely.
061030 -
061031 -           An example would help illustrate this point.  Where was an
061032 -           SDS record encountered, and what was the context that caused
061033 -           the problem?
061034 -
061035 -           On 971027 a plan was formulated to port the SDS record to
061036 -           the web in order to illustrate capability that is difficult
061037 -           for people to understand, in hopes that experience with the
061038 -           process would aid understanding. ref SDS 21 9999  The role of
061039 -           "experience" to aid understanding was cited by Einstein,
061040 -           reviewed on 991124. ref SDS 33 3066
061041 -        ..
061042 -    4.  SDS records don't speak for themselves to a newcomer.
061043 -
061044 -           This may relate to context.  People who get SDS records on
061045 -           tasks they are performing, say "thanks for providing all the
061046 -           information needed to get the work done....
061047 -
061048 -             On 970107 the president of Dutra Const. ref SDS 18 4953
061049 -
061050 -             On 981104 SDS on the web "pretty neat." ref SDS 25 4320
061051 -
061052 -             On 981106 SDS on web is "cool." ref SDS 26 2070
061053 -
061054 -             On 990422 SDS on web supports Intel's management goals,
061055 -             asks "...where to take it from here." ref SDS 27 8400
061056 -             ..
061057 -             On 990426 SDS on web helped solve work problems.
061058 -             ref SDS 28 9400
061059 -
061060 -             On 990802 SDS solved medical issue. ref SDS 31 0406
061061 -
061062 -           But if people encounter an SDS record as an illustration of
061063 -           POIMS and Com Metrics theory, they do make the connection.
061064 -
061065 -           Tom notes below he has not encountered SDS capability
061066 -
061067 -
061068 - Tom makes important points.  Do his points  pertain to...
061069 -
061070 -    a.  Com Metrics home pages that explain Com Metrics, POIMS and
061071 -        SDS?
061072 -
061073 -               http://www.welchco.com/
061074 -        ..
061075 -        Again, an example of language is helpful, if time
061076 -        permits.
061077 -
061078 -    b.  POIMS, New World Order... and other papers listed on
061079 -        publications...
061080 -
061081 -
061082 -               http://www.welchco.com/00601.HTM
061083 -
061084 -    c.  The letter to Jon Bondy that Tom says is helpful. ref SDS 0
061085 -        5236  How is the letter to Jon less opaque or improved in
061086 -        relation to other language that is unclear.  It is all written
061087 -        with the intention of helping people understand complicated
061088 -        capability.
061089 -        ..
061090 -    d.  SDS records themselves, like this one, or the review of
061091 -        Andy Grove's book on 980307? ref SDS 22 0000
061092 -        ..
061093 -        Meeting with Dave Vannier on 950927? ref SDS 12 0001
061094 -
061095 -        Meeting with Dave on 970603? ref SDS 20 0001
061096 -
061097 -        Progress meeting for the Moscone Expansion Center on 980929.
061098 -        ref SDS 24 0001
061099 -
061100 -
061101 -
0612 -

SUBJECTS
New Way Thinking Through Writing Write Story to Construct Meaning Con
New Way Working Plan Perform Report Look Before You Leap Schedule Dra
Knowledge Converted from Information Understanding then Respond after
Unique Character of Communication Metrics
SDS Secret Industry Doesn't Know How to Design KM
Unique Design, No Other Product Has Accomplished SDS Functionality
Field, Tom SDS New Way of Working
New Way Working Good Management Consistent SDS Plan Perform Report Fa

211001 -
211002 -
211003 -  ..
211004 - SDS Unique Capability to Convert Information into Knowledge
211005 -
211006 - Tom has not worked with Lotus Notes, but senses SDS may overlap their
211007 - function somewhat. ref DRT 1 8019
211008 -
211009 -     On 940519 Lotus reported that LN does not support SDS capability.
211010 -     ref SDS 5 9828
211011 -
211012 -     On 941114 IBM found that SDS was unique integration of Workflow
211013 -     and communication. ref SDS 8 5380
211014 -
211015 - ..
211016 - Tom has never encountered a program like SDS, ref DRT 1 1015,
211017 - noting SDS is a unique capability. ref DRT 1 5760
211018 -
211019 - He offers an insightful explanation, ref DRT 1 5104...
211020 -
211021 -        [On 001219 steps using SDS new way of working. ref SDS 51 QT6F
211022 -
211023 -     1.  SDS lets user create running events log with detailed notes,
211024 -
211025 -            Reporting - who, what, when, where, why, how.
211026 -
211027 -            Analysis - nuance, implications, correlations, alignment
211028 -            with commitments, obligations, requirements, objectives,
211029 -            laws, specifications, policies.
211030 -            ..
211031 -            Planning - what needs to be done as a result, who
211032 -            should do it, when, at what cost
211033 -
211034 -     2.  Schedule future events
211035 -
211036 -            Action items flow from reporting and analysis.
211037 -
211038 -     3.  Documents organized into a repository
211039 -
211040 -            Support reporting, analysis and planning
211041 -
211042 -            Convey clear, concise, complete communication linked into
211043 -            the diary.
211044 -
211045 -     4.  Allows extensive hyperlinking to capture data, events,
211046 -         processes and relationships.
211047 -            ..
211048 -     5.  Web based for delivering the resulting web of
211049 -         connections as useful intelligence anywhere, anytime on the
211050 -         Internet.
211051 -
211052 -               http://www.welchco.com/
211053 -
211054 -
211055 -
2111 -

SUBJECTS
Meetings Notes Summarize What Was Said
Computer Notebook in Word File
Conventional Notebook in Wordprocessing File

2406 -
240601 -  ..
240602 - How are Business Men organizing Themselves Today?
240603 - SDS Augments Current Practice by an Order of Magnitude
240604 -
240605 - Tom keeps an MS-Word document for each project, and makes an entry for
240606 - conversations, to maintain a phone and meeting log.
240607 -
240608 - Projects and people aren't linked. ref DRT 1 5100
240609 -
240610 -    Tom's approach aligns with report on 890809 of conventional
240611 -    management practice. ref SDS 3 8812
240612 -
240613 -    On 910418 Intel was building faster processors so technology can
240614 -    help managers work faster. ref SDS 4 2744
240615 -    ..
240616 -    On 950927 Intel failed using technology to help managers,
240617 -    reverted to manual practice, as Tom is doing. ref SDS 12 7732
240618 -
240619 -    On 961002 Tom Keesling at U.S. Army Corps of Engineers found SDS
240620 -    helps management methods similar to Tom Field's practice reported
240621 -    today. ref SDS 17 3389
240622 - ..
240623 - Tom says everyone needs SDS support, but, few people have the
240624 - complexity that you or management people do. ref DRT 1 0330
240625 -
240626 -    The second part of the above point is unclear.
240627 -
240628 -    On 990422 Dave Vannier reported SDS accomplishes what Intel had in
240629 -    mind for technology to help daily management, and he asked
240630 -    "...where to take it from here." ref SDS 27 3430
240631 -
240632 -    We tried taking it to the people, but the writing hard to
240633 -    understand.
240634 -
240635 -    We tried taking it to IBM, and they saw it was better than what
240636 -    they had, ref SDS 8 5380, but they decided to pay $4B for Lotus
240637 -    Notes instead, ref SDS 11 6006, and have since discovered LN does
240638 -    not support SDS capability. ref SDS 13 1511
240639 -    ..
240640 -    We tried taking SDS to the PMI Asilomar Conference, but Dave
240641 -    and Morris and the guys were afraid, and merely wound up reporting
240642 -    information overload is a big problem, ref SDS 15 1552, even though
240643 -    they are familiar with SDS.
240644 -
240645 -    Dave tried taking it to Intel, but his boss would not approve.
240646 -    ref SDS 20 5803
240647 -
240648 -    We tried taking it to the NSF, but they reported I do not
240649 -    understand the knowledge management dilemma. ref SDS 35 0001  I
240650 -    think this means my writing was not sufficiently "polished,"
240651 -    perhaps another word opaque. ref SDS 35 0844
240652 -
240653 -    We tried taking it to Intel again, but their engineers and expert
240654 -    marketers felt intelligence was funny and alien, on 990713.
240655 -    ref SDS 30 1767
240656 -
240657 -
240658 -
240659 -
2407 -

SUBJECTS
Subject Index, 910906
Subject Indexing, General
Product Usefulness Evolve Lowest Common Denominator
History Does Not Work Well
IE Assign to System Management Instead of Netscape
Productivity Earnings Improved by SDS Ergonomics
Care About Productivity Earnings Stock Prices Better Management Organ
Dilemma Want Bad Management to be Successful, Rather than Technology
Ignorance Writing Enhanced SDS Power Intelligence Overcome Lack Disci

5112 -
511201 -  ..
511202 - Organizing Information is Big Part of Intelligence
511203 - Organic Subject Structure Improves Keyword Methods
511204 -
511205 - Tom wants to file and organize for retrieval a newsgroup message that
511206 - explains how to use the registry to disable Office 2000 messing with
511207 - windows when the help screen pops up.  He recognizes the advantage of
511208 - attaching keywords to the message so he can find it later. ref DRT 1
511209 - 1924
511210 -
511211 -     SDS uses organic structure to identify and manage subjects rather
511212 -     than keyword methodology, as explained on 890523. ref SDS 1 SQ5L
511213 -
511214 - Tom proposes using a running log of keywords to find information
511215 - quickly when needed, and seems to recognize that SDS is effective for
511216 - organizing and finding information, but he does not want to use SDS.
511217 - ref DRT 1 2223
511218 -
511219 -        [On 000706 Morris reviewed demand dynamics that create markets
511220 -        based on what people care about. ref SDS 49 RX3K
511221 -
511222 -        [On 000709 Bill DeHart at PG&E reported SDS provides better
511223 -        organization than other methods. ref SDS 50 0052
511224 -
511225 -        [On 010720 Morris feels using all the features in Microsoft
511226 -        programs improve productivity enough to avoid using SDS;
511227 -        frustrated people won't listen. ref SDS 52 V55N
511228 -     ..
511229 -     Dick Karpinski liked the explanation in the Typical Day
511230 -     Scenario, ref OF 3 3120, reviewed on 000222. ref SDS 39 2911
511231 -
511232 -     A recent example of getting help, and organizing it for future use
511233 -     is on 000108. ref SDS 36 0001
511234 -
511235 -     On 000227 a member of the Colloquium at Stanford asked how to
511236 -     organize case study material.  Some aspects of SDS methodology
511237 -     were provided without disclosing the underlying technology that
511238 -     makes it efficient to accomplish. ref SDS 44 0874
511239 -
511240 -     Subject management for organizing information is difficult, see on
511241 -     910414, ref SDS 4 5584, and more recently on 970116 at Intel, also
511242 -     discussing SDS methodology. ref SDS 19 2909
511243 -
511244 -
511245 -
511246 -  ..
511247 - Organizing Internet Access Using Favorites
511248 -
511249 - Tom has hundreds URL sites listed in IE Favorites.  He wants to sort
511250 - them chronologically, browse them, and search by keyword.  Today (with
511251 - Jon's help) he found Linkman (on ZDNet), and is VERY happy with it.
511252 -
511253 - Tom asks how I organize URL links in Favorites? ref DRT 1 2646
511254 -
511255 -        [On 000709 Bill DeHart at PG&E reported SDS provides better
511256 -        organization than other methods. ref SDS 50 0052
511257 -
511258 -        [On 010916 Eric Armstrong reported people cannot find anything
511259 -        using methods everybody likes. ref SDS 54 KA6H
511260 -
511261 -        [On 010916 Eric Armstrong reported SDS enables amazing memory
511262 -        with mechanisms that obviously work, but does not like the user
511263 -        interface. ref SDS 53 0001
511264 -
511265 -      ..
511266 -     Tom's frustration with limitations of mainstream capabilities is
511267 -     reflected by Xanadu's complaint about designing to the lowest
511268 -     common denominator for widespread market appeal to being user
511269 -     friendly but minimal functions for usability, i.e., it is easy to
511270 -     use for doing practically nothing useful, reviewed recently on
511271 -     000305. ref SDS 45 3968
511272 -
511273 -      ..
511274 -     I use "Favorites" sparingly.  Useful information, as in Tom's
511275 -     letter today, or the QuickPen web site, is incorporated into the
511276 -     SDS record, see for example on 000308. ref SDS 48 4072
511277 -
511278 -     This provides the full power of SDS to find stuff, as reported on
511279 -     970116. ref SDS 19 5041
511280 -
511281 -
511282 -
511283 -
5113 -

SUBJECTS
Marketing
SDS Different from AI KM, Unique Solution

5305 -
530501 -  ..
530502 - SDS Requires Professional Marketing
530503 -
530504 - Tom recommends getting help to market SDS.  He indicates SDS shows
530505 - unique insight and creativity; but cautions that visionaries seldom
530506 - make good businessmen. Tom does not address market potential.
530507 - ref DRT 1 5760
530508 -
530509 -    Weakness of creators promoting their own creations has long been
530510 -    established, as seen from Plato's commentary on Phaedrus in 400 BC,
530511 -    reviewed recently on 991209. ref SDS 34 3416  A notable few have
530512 -    succeeded; Edison comes to mind. But generally, an inventor is
530513 -    fortunate to hook up with effective marketing people, Singer and
530514 -    Gates are examples.
530515 -    ..
530516 -    While it is doubtless true that Welch lacks management,
530517 -    marketing and computer skills, the challenge remains how to help
530518 -    people discover a stronger knowledge management experience that
530519 -    solves the problems Tom explains today. ref SDS 0 8799
530520 -
530521 -    Urgency is evident from Tom's point that everyone needs capability,
530522 -    ref SDS 0 7592, that is unique to SDS. ref DRT 1 5760
530523 -
530524 -    SDS is a disruptive technology because it entails giving up methods
530525 -    that don't work, or sort of work, and using SDS.  Tom reports being
530526 -    happy with a new way to manage URLs.  This is a very small matter,
530527 -    but it illustrates both the strong desire for effective tools, and
530528 -    adherence, i.e., social viscosity, that binds people to doing
530529 -    things in familiar ways, as Grove points out in his book, Only the
530530 -    Paranoid Survive, reviewed on 980307. ref SDS 22 3740
530531 -    ..
530532 -    Grove also points out that new realities are driving us all
530533 -    toward a strategic inflection point of no return that inevitably
530534 -    requires the kind of capability SDS provides, ref SDS 23 3151, as
530535 -    Tom notes. ref SDS 0 7592
530536 -    ..
530537 -    Transition to better tools does not happen all at once.  Even
530538 -    where people recognize SDS may be the answer, the desire to remain
530539 -    with the safety of the crowd, is generally strong enough to steer
530540 -    people away from a new path, like SDS, for a long time.  Everyone
530541 -    wants someone else to go first and light the way showing that the
530542 -    promise of POIMS is real, and not just fools gold.
530543 -
530544 -    Tom is certainly correct that we need a lot of luck in the face of
530545 -    understandable caution by the market to embrace SDS as a disruptive
530546 -    technology, reviewed on 990527. ref SDS 29 7372   Research on the
530547 -    computer chip industry on 960612 shows this is not a new problem.
530548 -    ref SDS 14 1368  Nobody has "solved" it.  The solution lies in
530549 -    producing useful products, and being in town when the light turns
530550 -    green on a whole range of enabling forces.
530551 -
530552 -
530553 -
530554 -
530555 -
530556 -
530557 -
530558 -
5306 -

SUBJECTS
Document Management
Management Practices Ignored to Save Time, Increase Cost, Delay
Project Management

5606 -
560601 -  ..
560602 - QuickPen Getting Out of Project Management Business
560603 - Job Center (Project Management) for Construction Industry
560604 -
560605 - Follow up ref SDS 48 4072.
560606 -
560607 - Tom reports today that QuickPen is getting out of the Project
560608 - Management business, leaving that to the Primaveras and others like
560609 - Joel's company.  With the web, there is a LOT of money going into
560610 - creating applications like his, QuickPen doesn't want to compete in
560611 - that market. ref DRT 1 0592
560612 - ..
560613 - JobCenter software is primarily a document logging system which
560614 - also allows a user to create documents in Word from standardized
560615 - templates that our software fills in with relevant data. ref DRT 1
560616 - 1617
560617 -
560618 -
560619 -
560620 -
560621 -
560622 -
560623 -
560624 -
Distribution. . . . See "CONTACTS"