THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: July 6, 2000 03:00 PM Thursday; Rod Welch

Meeting Morris to develop architecture for SDS.

1...Summary/Objective
2...Vision
3...Market Customer Needs and Demand
4...SDS Offers Composite Business Model of Product and Service
5...Business Model Based on Product or Service; SDS Offers Composite Model
6...Care About Features of SDS that Hold Customers?
........Knowledge Management Dilemma
........Microsoft Tools Linking Fast Easy But...
........Links Hard Work Finding Sources Need Command Control of Record
........Latent Demand Working Intelligently with Linking Beyond Reach
7...Engineering Capabilities


..............
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CONTACTS 
0201 - Intel Corporation                                                                                                                                                  O-00000704 0201
020101 - Mr. Morris E. Jones; Business Unit Manager
020103 - Cable Network Operation                                                                                                                                          O-00000704 0201

SUBJECTS
Meeting on SDS Marketing Demand Analysis
Morris on SDS Architecture
New Market Business Potential
Market Conditions SDS
Market Potential SDS
Vision Mission
Meeting on SDS Business Model

1009 -
1009 -    ..
1010 - Summary/Objective
1011 -
101101 - Follow up ref SDS 86 0000, ref SDS 84 0000.
101102 -
101103 -
101104 -
101105 -
101106 -
1012 -
1014 - ŽAJ91
1015 - Discussion
1016 -
101601 - As a result of telecon with Morris on 000703, ref SDS 86 0001, today
101602 - we continued work on 971105 porting SDS to the Internet. ref SDS 31
101603 - 1459  The meeting with Morris and Eric Armstrong on 000517 identified
101604 - SDS as an engine of knowledge and core capability of Enterprise
101605 - Management. ref SDS 65 5084
101607 -  ..
101608 - This begins action in the letter to Morris, ref DIP 2 0966, on 000531.
101609 - ref SDS 66 0001
101610 -
101611 -     [On 000802 began business plan. ref SDS 91 0001
101613 -  ..
101614 - Morrris advised that his group has become profitable on either a $40M
101615 - volume, or perhaps is now turning a $40M profit.  This experience
101616 - provides a good basis to assess the need for better management.
101617 -
101619 -
101621 -  ..
101622 - This shows expertise in how to start a new business unit, based on
101623 - Morris' planning from our meeting on
101625 -  ..
101626 - Architecture from Jack Park's explanation on 000426, ref SDS 63 0304,
101627 - covers three (3) main issues...
101629 -  ..
101630 - Vision
101631 -
101632 -     We did not directly discuss any of the following, but they got
101633 -     mentioned near the beginning, when Morris asked something about
101634 -     how to make computer tools productive, or possibly I volunteered
101635 -     this subject...
101636 -
101637 -
101638 -        1.  Management - Faster, Better, Cheaper
101640 -                   ..
101641 -                  Operating System for People and Organizations
101642 -
101643 -                           Spreadsheet for Knowledge
101644 -
101645 -            ...see meeting at Intel on 950927. ref SDS 16 8226
101647 -             ..
101648 -        2.  Knowledge Management Combines Wordprocessing, Spreadsheets
101650 -             ..
101651 -            Deliver anytime, anywhere intelligence
101653 -             ..
101654 -        3.  Intelligence =
101655 -
101656 -              Organize + Analyse + Align + Summarize + Feedback
101658 -             ..
101659 -            Adding "intelligence" to any discipline improves the work,
101660 -            e.g., medical, engineering, education, government.  See
101661 -            for example "digging a ditch"
101663 -         ..
101664 -        A key part of an operating system for people and organizations
101665 -        is identifying a critical mass of tasks and getting them to
101666 -        work together smoothly, cited in POIMS. ref OF 1 2688  Until
101667 -        that occurs there is no increase in productivity, because the
101668 -        mistakes people make due to limited span of attention obviate
101669 -        any advantage of working more efficiently in a particular area,
101670 -        like writing a letter, assembling a spreadsheet, or preparing a
101671 -        presentation with Powerpoint.
101673 -         ..
101674 -        We noted frustration people have with computer applications
101675 -        that do not integrate smoothly, as in human thought.
101677 -         ..
101678 -        Morris recalled discussion with Steve Balmer, CEO of Microsoft,
101679 -        who attributes the dominance of Microsoft Office to effective
101680 -        integration of applications, e.g., Word, Excel, Access,
101681 -        Powerpoint, and Outlook, which has email.
101682 -
101683 -            Steve evidently related to Morris that the first few
101684 -            versions of Office did not integrate applications well, but
101685 -            eventually Microsoft succeeded, beginning about version 4,
101686 -            which then enabled Microsoft to dominate the applications
101687 -            market.
101689 -             ..
101690 -            Morris noted that Word, Excel and other Office tools permit
101691 -            transferring or sharing information very well.  He advised
101692 -            that Access is a good data base program.  Morris indicated
101693 -            he does not use Access a lot; he offered no examples of use
101694 -            in the discussion today.
101696 -             ..
101697 -            This view of "integration" aligns with Morris' point on
101698 -            000106 where he advised that other tools support management
101699 -            as well or better than SDS. ref SDS 52 1609
101700 -
101701 -              [On 000708 Bill DeHart uses Outlook and Word; feels SDS
101702 -              organization gives advantages. ref SDS 88 2915
101704 -               ..
101705 -              [On 000709 time is organizing structure that gives SDS
101706 -              context that is missing from other methods. ref SDS 89
101707 -              1029
101709 -               ..
101710 -              [On 010720 Morris feels SDS capability for managing
101711 -              context of critical details is not possible with
101712 -              Microsoft and other programs, but is not necessary,
101713 -              because it is overkill. ref SDS 97 JG6M
101715 -             ..
101716 -            We considered Microsoft's dominance comes from a confluence
101717 -            of fortuitous market forces...
101718 -
101719 -            1.  Sunshine profits from the operating system, awarded by
101720 -                IBM to Microsoft, some say my mistake, and then
101721 -                sunstained by customer belief that IBM makes a good
101722 -                computer, enabled Microsoft to make the investment
101723 -                needed to create or purchase stronger applications,
101724 -                and, also, purchase effective...
101726 -                 ..
101727 -            2.  Advertising, which, in combination with...
101729 -                 ..
101730 -            3.  Monopoly practices, and the formation of a...
101732 -                 ..
101733 -            4.  Microsoft mystique that has displaced IBM in the public
101734 -                conscious, as a result of regular exposure to Microsoft
101735 -                dominance of the operating system, as a result of IBM's
101736 -                error...
101737 -
101738 -            ...these factors taken together enabled Microsoft to
101739 -            dominate the applications market, cited by Judge Jackson in
101740 -            findings on 991110. ref SDS 50 6722
101742 -             ..
101743 -            Like the alphabet, people sense there needs to be a common
101744 -            standard for using tools and exhanging information.  They
101745 -            feel the highly successful maker of the operating system is
101746 -            best positioned to accomplish that requirement. Microsoft's
101747 -            ability to invest guarenteed income from selling the
101748 -            operating system so that applications can be sold initially
101749 -            below cost, heigtens customer inclination to purchase
101750 -            applications from Microsoft.  These dynamics enable
101751 -            Microsoft to gain market share and eliminate competition,
101752 -
101753 -
1018 -

SUBJECTS
Care About Alternate Way to Explain Demand
SDS Marketing Demand Analysis Meeting at Morris' House
Business Model Composite Product and Serivce

1405 -
140601 -  ..
140602 - Market Customer Needs and Demand
140603 -
140604 - On 991025 Drucker explains opportunity for technology to aid
140605 - management and technology. ref SDS 47 0836
140607 -  ..
140608 - Morris suggested that regardless of any opportunity to improve
140609 - earnings, save time and stress, market potential in a business model
140610 - must identify an emotional motive that will cause people to buy a
140611 - product, per our discussion on 990527. ref SDS 39 IP5J
140613 -  ..
140614 - Morris recalled our discussion on 890809 that executives feel they can
140615 - talk people into better listening by working harder rather than using
140616 - intelligence to improve earnings.
140617 -
140618 -      [On 001207 too many people having too many problems causing
140619 -      productivity, earnings and stock prices to fall, and this
140620 -      increased care about intelligence to avoid problems. ref SDS 94
140621 -      V54M
140623 -       ..
140624 -      [On 010720 Morris considered pilot testing SDS to learn how
140625 -      intelligence saves time and money, then decided against it until
140626 -      market research identifies an initial base of 500K customers that
140627 -      justify investing time to develop intelligence support.
140628 -      ref SDS 97 OB8F
140630 -       ..
140631 -      [On 010911 attack on New York City and Pentagon exposed weakness
140632 -      in national security that increased demand for intelligence,
140633 -      because people have strong emotional motive for security, i.e.,
140634 -      people care about intelligence that SDS provides. ref SDS 99 0001
140636 -       ..
140637 -      [On 011031 economy suffers steepest decline in 10 years
140638 -      increasing demand for better capabilities. ref SDS A2 0001
140640 -       ..
140641 -      [On 011002 job loses biggest increase in 20 years, creating
140642 -      emotional desire for intelligence to avoid problems that cause
140643 -      productivity, earnings, stock prices and jobs to decline.
140644 -      ref SDS A5 0001
140645 -
140647 -  ..
140648 - SDS Offers Composite Business Model of Product and Service
140649 - Business Model Based on Product or Service; SDS Offers Composite Model
140650 -
140651 - Morris explained that a business model can be formed to sell either a
140652 - service or a product.
140654 -  ..
140655 - I suggested that experience shows SDS may require a composite model of
140656 - starting with a service that builds a user base and awareness of
140657 - Knowledge Management benefits delivered by SDS adding "intelligence"
140658 - to daily management, using Communication Metrics, as at DNRC, PG&E
140659 - and USACE.
140660 -
140661 -      [On 020730 IBM advertises to market "business solutions" that
140662 -      include products and services. ref SDS A8 H69Y
140664 -  ..
140665 - This was reviewed for developing marketing materials on 950414.
140666 - ref SDS 14 NM6I
140667 -
140668 -     On 000331 article by David Gelernter explains Microsoft is
140669 -     vulnerable from network PC.  I disagreed, but posed the prospect
140670 -     that a knowledge capability would disrupt the current market for
140671 -     information technology, like wordprocessing, because knowledge is
140672 -     more useful than information. ref SDS 60 4388
140674 -        ..
140675 -       [On 000802 applied service transition period in business plan.
140676 -       ref SDS 91 4955
140678 -  ..
140679 - Morris suggested we start by first differentiating service from a
140680 - product.
140682 -  ..
140683 - He suggested we start by picking an arbitrary target of an annual
140684 - business volume.
140686 -  ..
140687 - We selected $100M
140689 -  ..
140690 - Morris did some rough calculations that showed a $100M annual service
140691 - business would require recruiting, training and managing about 500
140692 - consultants to provide Communication Metrics service.  This would
140693 - entail a geographically diverse organization.
140694 -
140695 -     We did not consider today forming commercial partners with
140696 -     management consultant organizations, like Ernst & Young, Arthur
140697 -     Young, Deloitte & Touche, etc., who might include SDS in their
140698 -     product mix.  An example, is the proposal to Thelin, Reid & Priest
140699 -     on 990827 for strengthening their announced plan to market risk
140700 -     management services. ref SDS 43 0001
140702 -  ..
140703 - Morris differentiated consulting service as either recurring, or
140704 - directed at solving a one time problem.
140706 -  ..
140707 - Explained that SDS has been applied in a consulting capacity to
140708 - support recurring project review meetings, as occurs at Intel, per
140709 - discussion with Dave Vannier on 970603. ref SDS 26 5803  At DNRC, they
140710 - had a specific problem of contract claims which caused them to hire
140711 - Welch, apart from SDS, although they knew about SDS in advance of
140712 - letting the assignment, as reported on 880815. ref SDS 1 0770
140714 -  ..
140715 - Once on the job at Broadwater Dam in Montana, State officials and the
140716 - Engineer's project manager learned that the SDS program is used for
140717 - planning and alignment, which then makes weekly progress meetings more
140718 - productive.  Making weekly progress meetings more productive, made
140719 - other meetings more productive, and enabled the work to progress
140720 - faster.  This led to wider application of SDS beyond weekly progress
140721 - meetings, and in about 8 weeks, State Officials, the Project Engineer,
140722 - and the office manager all wanted to use SDS.  This desire increased
140723 - after they saw that using SDS to improve daily management solved past
140724 - claims, and restrained new claims, because mistakes were reduced, and
140725 - the Contractor saw he was better off working with SDS to figure out
140726 - what needes to be done, rather than positioning to file claims.
140728 -  ..
140729 - At PG&E SDS was deployed as a service, which soon identified savings
140730 - that exceeded the cost many fold.  However, the savings in part
140731 - reflected an embarassment to upper management.  It was more important
140732 - to avoid embarassment of accountability than to improve earnings. Bill
140733 - DeHart's retirement was a big factor, also, because the champion was
140734 - eliminated.
140736 -  ..
140737 - At USACE, similar experience showed that Com Metrics service leads to
140738 - desire to buy SDS.  Max Blodgett notified the District Engineer on
140739 - 961206 that the Construction Division planned to purchase the SDS
140740 - program and training to implement Com Metrics. ref SDS 23 1204 Earlier
140741 - Max had notified the Port of Oakland that USACE would buy SDS per DE's
140742 - notice to the Port on 961024 that SDS would be used for the duration
140743 - of the Oakland Harbor project. ref SDS 22 8505
140745 -  ..
140746 - This record shows the service of Com Metrics seem to engender a strong
140747 - desire to acquire the power of SDS; yet, it also engenders a strong
140748 - fear of accountability, reported on 980405. ref SDS 34 5065
140749 -
140750 -
1408 -

SUBJECTS
Care About Alternate Way to Explain Demand
No Customers Anxious to Add Intelligence to Management Using SDS
Care About Key Component of Customer Demand for SDS
Linking Fast and Easy
MS Word Links Supported for Technical Papers
Care About Improving Management to Pay $20 for SDS - There is No Dema
Care About Productivity Earnings Stock Prices Better Management Organ
Executives Want to Expedite Save Time Money Need to Know Who What Whe

2210 -
221101 -  ..
221102 - Care About Features of SDS that Hold Customers?
221103 -
221104 - Morris asked what do customers care about enough to buy something?
221106 -  ..
221107 - We discussed this in some depth on 950803. ref SDS 15 2040
221109 -  ..
221110 - This underscores that people and organizations can have needs, but do
221111 - not care about meeting those needs so long at they are not causing
221112 - direct personal injury or pain, per our telecon on 990527 citing
221113 - strong cultural forces that prevent improving management. ref SDS 39
221114 - 1233  Eric Armstrong submitted analysis on 000227 that seems to
221115 - support this proposition. ref SDS 55 8897
221116 -
221117 -        [On 000709 Bill DeHart "cared about" organization in SDS is
221118 -        better than other methods. ref SDS 89 0052
221120 -         ..
221121 -        [On 020217 Gary Johnson asks what SDS does that people care
221122 -        about. ref SDS A7 425M
221124 -         ..
221125 -        [On 020217 people care about accurate communication to avoid
221126 -        mistakes, ref SDS A7 1332, and frustrations of anger from loss.
221127 -        ref SDS A7 9360
221129 -         ..
221130 -        [On 030813 people care about accomplishing objectives,
221131 -        performing requirements and meeting commitements. ref SDS B2
221132 -        2G7P
221134 -         ..
221135 -        [On 030828 aerospace company customer, the US Army, cares about
221136 -        timely access to accurate organizational memory. ref SDS B3
221137 -        HK7M
221139 -         ..
221140 -        [On 030830 Gary worried about burnout from overwork because
221141 -        demand increasing for SDS work product to support Communication
221142 -        Metrics. ref SDS B4 VB4J
221144 -         ..
221145 -        [On 031008 Morris commended Gary's progress using SDS at
221146 -        aerospace company, and observes that benefits of more accurate
221147 -        memory enabled by SDS is better than forgetting. ref SDS B5
221148 -        EQ8N
221150 -  ..
221151 - People care about things that are pretty, easy and fun.
221152 -
221153 -     On 000309 customer reports SDS better than other methods for
221154 -     improving management, but does not intend to try SDS. ref SDS 57
221155 -     8799
221157 -         ..
221158 -        [On 001004 letter to DKR team proposes that intelligence be
221159 -        sold as fun rather than as solving big problems, because people
221160 -        don't care about big problems, as much as they care about fun.
221161 -        ref SDS 92 6N9G
221163 -         ..
221164 -        [On 001019 customers care about understanding, context,
221165 -        summary, and links to relevant background (cross-postings),
221166 -        when asking others to provide "intelligence" for free, but no
221167 -        evidence people will pay for "intelligence." ref SDS 93 TF5H
221169 -         ..
221170 -        [On 001207 people care about too many problems causing
221171 -        productivity, earnings and stock prices to fall, losing jobs.
221172 -        ref SDS 94 V54M
221174 -         ..
221175 -        [On 010720 Morris fruatrated people do care enough about better
221176 -        productivity, earnings and stock prices enough to listen, won't
221177 -        make effort to use Microsoft program features. ref SDS 97 V55N
221179 -         ..
221180 -        [On 010908 laziness encourages people to care about email that
221181 -        is fast and easy rather than useful and productive. ref SDS 98
221182 -        YF3I
221184 -         ..
221185 -        [On 010911 people care about intelligence that is effective for
221186 -        national security to protect safety and life style. ref SDS 99
221187 -        0001
221189 -         ..
221190 -        [On 010916 people care about finding information, but can't do
221191 -        it with anything except SDS. ref SDS A0 O36I
221193 -         ..
221194 -        [On 011031 economy suffers steepest decline in 10 years
221195 -        increasing demand for better capabilities. ref SDS A2 0001
221197 -         ..
221198 -        [On 011002 job loses biggest increase in 20 years, creating
221199 -        emotional desire for intelligence to avoid problems that cause
221200 -        productivity, earnings, stock prices and jobs to decline.
221201 -        ref SDS A5 0001
221203 -  ..
221204 - Two were initially identified.
221205 -
221206 -            a.  After the first day, users experience connected
221207 -                records.
221208 -
221209 -            b.  Jumping SDS onto the Internet produces a connected web
221210 -                of "intelligence."
221212 -                 ..
221213 -            c.  Organic Subject Index is seen as too complex for people
221214 -                to recognize immediate or even early satisfaction from.
221216 -                 ..
221217 -            d.  Ability to open a Scheduled task and get a bunch of
221218 -                stuff helpful for planning and performing the work, is
221219 -                an unusual capability.  Morris showed he can open
221220 -                an environment for writing notes in Outlook, but that
221221 -                cannot be segmented, nor assigned to subjects.  There
221222 -                seems to be the ability to assign Contacts, but what
221223 -                this entails and how useful it is remains uncertain.
221225 -         ..
221226 -        Morris cited discussions some months ago with Craig Barrett,
221227 -        CEO of Intel, which he would like to use, but cannot do so
221228 -        because information is destroyed after 4 months.
221230 -         ..
221231 -        This reflects demand for organizational memory, discussed with
221232 -        Morris on 890809. At that time, Morris called this "listening."
221233 -        ref SDS 4 CJ9J
221235 -         ..
221236 -        He explained that Intel uses a document management system to
221237 -        maintain some documents beyond the 4 month period for
221238 -        destroying daily working information.  These documents are
221239 -        retained only in printed form.  They can be obtained by
221240 -        formally checking them out.  This requries signing the
221241 -        recipient's to provide accountability.  Recipients must store
221242 -        such documents under lock and key.  Morris said it takes about
221243 -        2 weeks to get documents using this method of management.  He
221244 -        related the advantage that it establishes version control.
221246 -         ..
221247 -        This part of the discussion was not clearly oriented toward a
221248 -        specific set of customer needs.  At one point Morris noted that
221249 -        if someone asks him about issues that occurred at Chips, now,
221250 -        several years in the past, he is unable to respond effectively.
221252 -         ..
221253 -        We recalled this is an advantage of SDS.  For example, Wayne
221254 -        Wetzel reported on 970711 that he is asked about matters on
221255 -        Broadwater Dam that was completed in 1991, and about other
221256 -        prior matters which impact current operations, because people
221257 -        at DNRC have learned that Wayne can get the answer from SDS.
221258 -        ref SDS 27 3003
221260 -         ..
221261 -        Morris noticed while we briefly examined the Subject Index,
221262 -        that there are a series of subjects about Chips and
221263 -        Technologies.
221265 -         ..
221266 -        Morris recalled that my SDS records typically use information
221267 -        from across an extended time frame... weeks, months, years,
221268 -        decades. This emulates human thought in drawing on its full
221269 -        experience to the extent needed for addressing current issues.
221270 -
221271 -        1.  Solve information overload by providing "context,"
221272 -            developed on 990427 for NSF proposal. ref SDS 37 7503
221274 -             ..
221275 -        2.  Memory, enhance to reduce mistakes, improve earnings by
221276 -            solving meaning drift, explained on 991101. ref SDS 48 0857
221278 -             ..
221279 -            Examples of need for solution is on 950327, defining
221280 -            Communication Metrics. ref SDS 13 0200
221282 -             ..
221283 -            Cost savings reported by USACE in report, ref DRP 5 0001,
221284 -            on 971008. ref SDS 29 2710
221286 -             ..
221287 -            Problem of continual bumbling that causes delay and extra
221288 -            cost due to rework, illustrated by letter to S&C Ford,
221289 -            ref DIP 1 0001, on 000705, ref SDS 87 0001, covering work
221290 -            on 000630, ref SDS 85 0001, same problem of meaning drift
221291 -            that causes high cost of medical mistakes, reviewed on
221292 -            990924. ref SDS 45 3077
221294 -             ..
221295 -        3.  Integrate tools to more closely emulate the way people
221296 -            think, i.e., automated integration of time and information
221297 -            per meeting at Intel on 950927. ref SDS 16 8943
221299 -         ..
221300 -        Morris asked what pent up demand supports a viable business
221301 -        model for SDS to compete with Microsoft's integrated
221302 -        applications, per above?
221304 -         ..
221305 -        There is pent up demand for knowledge, that is beginning to
221306 -        grow because people are discoving that information generated by
221307 -        Microsoft and other vendor's products is insufficient to avoid
221308 -        mistakes and improve earnings.
221309 -
221310 -            [On 001207 pent up demand for solving information overload
221311 -            because too many people have too many problems they cannot
221312 -            solve causing mistakes, losses, lower stock prices.
221313 -            ref SDS 94 V54M
221315 -         ..
221316 -        I mentioned hearing complaints at professional events that
221317 -        managers feel somthing is missing using computer tools.  An
221318 -        example is the record showing disallusionment on 890513 that
221319 -        technology can improve management productivity. ref SDS 2 4896
221320 -
221321 -            [On 000709 Bill DeHart mentioned that SDS provides better
221322 -            organization than conventional tools like Outlook, Word and
221323 -            Power Point. ref SDS 89 0052
221325 -             ..
221326 -            [...Bill also mentioned that working with conventional
221327 -            tools is frustrating. ref SDS 89 1784
221329 -         ..
221330 -        Another example is Dave Vannier, who expressed frustration in
221331 -        an article published by Byte on 910418 that computers do not
221332 -        integrate information and time management, and reported Intel
221333 -        plans to solve this problem in order to increase the usefulness
221334 -        of personal computers, which would increase demand for
221335 -        microprocessors.  On 950927 he had given up hope that computers
221336 -        could do this. ref SDS 16 7732
221338 -         ..
221339 -        Morris said that Microsoft's subsequent success integrating
221340 -        Office applications, related above, has removed former
221341 -        disatisafaction.
221342 -
221343 -            [On 000709 Bill also mentioned that working with
221344 -            conventional tools is frustrating, because information
221345 -            lacks context. ref SDS 89 1784
221347 -             ..
221348 -            [On 000713 semiotics explains integrating communication,
221349 -            meaning and inference that is accomplished by SDS and is
221350 -            more useful than integrating applications. ref SDS 90 4267
221352 -         ..
221353 -        Morris asked about the features in Microsoft Outlook, which
221354 -        include...
221355 -
221356 -            Inbox
221357 -            Calendar
221358 -            Tasks
221359 -            Notes
221360 -            Contacts
221361 -            Journal
221363 -         ..
221364 -        Morris feels these tools are adequate for effective management.
221365 -        Below, he says there is not enough time to use all of these
221366 -        features under the Microsoft design. ref SDS 0 AQ64
221367 -
221368 -                [On 021108 Bill Gates reported a new Microsoft project
221369 -                to develop integration that makes features easier to
221370 -                use so people can use more features to improve
221371 -                productivity. ref SDS B1 EFBE
221372 -
221373 -
221374 -
221375 -
2214 -

SUBJECTS
Word Outlook Email Links Integrated Microsoft Demonstration Support

3803 -
380401 -         ..
380402 -        Knowledge Management Dilemma
380403 -        Microsoft Tools Linking Fast Easy But...
380404 -        Links Hard Work Finding Sources Need Command Control of Record
380405 -        Latent Demand Working Intelligently with Linking Beyond Reach
380406 -
380407 -        Morris demonstrated that links can be created quickly and
380408 -        easily between Word documents, and with Outlook email, and with
380409 -        spreadsheets.  He used both Microsoft Word and the Outlook
380410 -        program to open the POIMS file, and the SDS record on 991108
380411 -        explaining background on alphabet technology, ref SDS 49 5628,
380412 -        which he had copied to his computer from the Internet, when we
380413 -        visited on 000624. ref SDS 84 D45H  This showed that Microsoft
380414 -        programs only need a few steps to create links within and
380415 -        between files.
380417 -         ..
380418 -        It wasn't demonstrated, but Morris indicated that links are
380419 -        also easily created in Microsoft Powerpoint for presentations,
380420 -        and with the Excell spreadsheet program.
380421 -
380422 -           [On 010122 BrowseUp can link web pages on the Internet.
380423 -           ref SDS 95 FT9W
380425 -            ..
380426 -           [On 010424 OHS/DKR project yielded program called Plink to
380427 -           add anchors to documents. ref SDS 96 K66N
380429 -         ..
380430 -        Since POIMS and the SDS record on 991108 were copied from the
380431 -        Internet, they were formatted with HTML for display in a web
380432 -        browser.  Opening these files demonstrated that Microsoft Word
380433 -        converts documents into HTML, and from HTML into a standard
380434 -        Word file.
380436 -         ..
380437 -        Facile linking and HTML conversion are useful capabilities that
380438 -        support requirements for Knowledge Space, explained on 960620,
380439 -        ref SDS 20 3516, and in POIMS for improving management with
380440 -        better command and control of the record. ref OF 1 1113
380442 -         ..
380443 -        Morris commented that demonstrations today show SDS capability
380444 -        for linking can be accomplished by Microsoft tools.  He feels
380445 -        broader formatting support and integration with spreadsheets,
380446 -        email, and presentation software makes Microsoft programs a
380447 -        better solution than SDS, because most customers don't care
380448 -        about improving alphabet technology for better command and
380449 -        control of the record.  They just want to write a letter or
380450 -        report, and then go home or to a meeting, etc.  People worry
380451 -        about the future, but don't want to spend time in the present
380452 -        for proactive managment.
380454 -         ..
380455 -        On 921127 Morris cited executive worries about the future when
380456 -        small, inconsequential details are overlooked, but later
380457 -        explode into major problems. ref SDS 7 0674  If proactive
380458 -        management were faster and easier, maybe that wouldn't happen
380459 -        quite so often, or with such devestating consequences, as
380460 -        Morris related on 950303 concerning problems that resulted from
380461 -        a meeting in Paris. ref SDS 12 3333
380463 -         ..
380464 -        Morris was adament that Microsoft supports proactive management
380465 -        better than SDS, so there is no need for anyone to spend time
380466 -        learning to use another software program, as he related on
380467 -        890809. ref SDS 4 6139
380469 -         ..
380470 -        Discussed briefly the broader range of "intelligence" support
380471 -        set out in POIMS required to apply linking that make MS Word,
380472 -        and other IT programs, useful for daily management. ref OF 1
380473 -        015M  We looked at the 8 steps for applying SDS, as shown in
380474 -        POIMS. ref OF 1 685K  These steps significantly leverage the
380475 -        power of the alphabetic mind explained in the record on 991108,
380476 -        ref SDS 49 5628, and which we disucssed previously a few weeks
380477 -        ago on 000624. ref SDS 84 M893
380478 -
380479 -           [On 000709 Bill DeHart explained advantages of SDS for
380480 -           supporting daily knowledge work. ref SDS 89 0784
380482 -         ..
380483 -        Morris feels most of the 8 steps SDS supports can be done with
380484 -        Microsoft programs, if anybody cares about that level of
380485 -        analysis.  We reviewed POIMS requirements for a "critical mass"
380486 -        of support to aid human thinking beyond traditional literacy
380487 -        skills. ref OF 1 2688  If the critical mass is not reached,
380488 -        then technology for disparate tasks, including linking, are not
380489 -        effective. ref OF 1 HR3H
380491 -         ..
380492 -        I asked to see some documents where Morris has used linking for
380493 -        his work at Intel, as demonstrated today using only Welch SDS
380494 -        documents, per above? ref SDS 0 FPW7
380496 -         ..
380497 -        Morris said linking is not a big requirement for his work at
380498 -        Intel.
380500 -         ..
380501 -        He indicated that Intel has a lot of web pages on the Internet
380502 -        created with Microsoft tools.  These are prepared by
380503 -        specialists, because most people don't have enough time to find
380504 -        documents and set them up for linking.  If you have two
380505 -        documents on the computer and you know where they are located,
380506 -        then Microsoft makes finding and linking them fast and easy,
380507 -        like the demonstration today. ref SDS 0 FPW7  But, if you are
380508 -        writing a letter, report, specification, etc., and suddenly
380509 -        decide to substantiate, authenticate, or otherwise verify
380510 -        accuracy of a representation, or to provide additional context
380511 -        by linking a reference to expand situational awareness, then it
380512 -        can take forever to find a source for a bibliography or
380513 -        footnote, and configure the source with anchors, and then store
380514 -        and maintain it on the computer for linking.  He said that all
380515 -        of this organizing takes a lot of extra time.
380517 -         ..
380518 -        Morris said most engineers, managers, sales folks, and
380519 -        executives feel that benefits of better accuracy using explicit
380520 -        links for precision access to original sources do not justify
380521 -        all the time and stress it takes to organize the record.  This
380522 -        aligns with research at SRI for the OHS/DKR ad hoc project,
380523 -        which found on 000307 that Knowledge Management is a lot of
380524 -        hard work using conventional tools like Morris demonstrated
380525 -        today. ref SDS 56 767G  Dave Vannier made a similar point
380526 -        during a meeting at Intel on 960627. ref SDS 21 2370
380528 -         ..
380529 -        Earlier, on 980405 Morris worried that since everything is
380530 -        connected to everthing else constructing all of these links is
380531 -        impossible and so adding connections to understand complexity
380532 -        in the record of daily work is unnecessary overkill.
380533 -        ref SDS 35 FN9F
380535 -         ..
380536 -        Organizing the record is part of "intelligence support"
380537 -        explained in POIMS. ref OF 1 0367  The scope is outlined in
380538 -        NWO. ref OF 3 A56M
380539 -
380540 -            [On 000709 Bill DeHart explained in a conference call with
380541 -            Morris advantages of SDS for organizing the dynamic record
380542 -            of daily work. ref SDS 89 0784
380544 -             ..
380545 -            [On 020820 Knowledge Management engineer reported that
380546 -            people have given up on linking in email because hard work
380547 -            finding sources, configuring, and maintaing take too much
380548 -            time. ref SDS A9 UV6G
380550 -             ..
380551 -            [On 020820 accuracy not requirement for communication,
380552 -            because linking takes too much time. ref SDS B0 V66I
380554 -             ..
380555 -            [On 020820 links in SDS take 10 seconds to find sources,
380556 -            and construct connection. ref SDS A9 O1QQ
380558 -         ..
380559 -        Morris said the simple solution is to avoid links and just
380560 -        explain citations.  Readers can go look up bibliography sources
380561 -        in the library if necessary, like everyone has been doing for
380562 -        2,000 years.
380564 -         ..
380565 -        Similarly, for 2,000 years there was no electricity, but now
380566 -        people feel that flipping a switch is better than sitting
380567 -        around in the dark or lighting a candle.  Clicking a link with
380568 -        precision access turns on the light to see the truth before
380569 -        stumbling in the darkness of ignorance.
380570 -
380571 -            [On 060628 Congressional testimony cautioned that
380572 -            professional intelligence analysis prepared at great
380573 -            expense is often flawed with errors; bibliography should be
380574 -            at least spot checked before reliance for decision support.
380575 -            ref SDS B7 LX5F
380577 -         ..
380578 -        Morris said that people just don't have time to spend all day
380579 -        finding documents to link, making connections, and then
380580 -        uploading to the Internet or to a company secure intranet.
380582 -             ..
380583 -            [On 001207 economic recession caused by too many people
380584 -            having too many problems. ref SDS 94 V54M
380586 -             ..
380587 -            [On 020110 Morris demonstrated Microsoft Word and Outlook
380588 -            again, using an online conferencing technology. ref SDS A6
380589 -            5HYX
380591 -             ..
380592 -            [On 060216 Microsoft Word can send files to the Internet
380593 -            with a single click. ref SDS B6 U68L
380595 -         ..
380596 -        Morris feels that experts and pundits who lecture at seminars,
380597 -        and write articles for industry journals on Knowledge
380598 -        Management to improve communication and collaboration are often
380599 -        academics and supported by grant money.  He feels these are not
380600 -        serious, practicle ideas for getting things done on the job.
380601 -
380602 -            [On 011102 Larry Prusak at IBM described origins of
380603 -            Knowledge Management, ref SDS A3 JX6K, to improve
380604 -            productivity, ref SDS A3 K37K, by applying quality
380605 -            practices for management and communication. ref SDS A4 QX3J
380607 -         ..
380608 -        We reviewed the article in Byte magazine reported on 910418
380609 -        where Intel engineers described goals for using computers to
380610 -        improve daily management, somewhat along the lines of SDS.
380611 -        ref SDS 5 2744
380612 -
380613 -            [On 010924 Morris commented that SDS supports management
380614 -            better than other tools, ref SDS A1 NK4J, and nobody uses
380615 -            other software the way SDS supports working intelligently.
380616 -            ref SDS A1 XT5F
380618 -         ..
380619 -        Morris noted that this is not a big item of discussion at Intel
380620 -        these days, which aligns with Dave Vannier's report on 950927
380621 -        that Intel gave up on using computers to help manage the work
380622 -        faster, better, and cheaper. ref SDS 16 7732  A few years later
380623 -        on 970603, Dave related Intel plans to market top of the line
380624 -        microprocessors for playing games. ref SDS 26 4486  Morris made
380625 -        a similar point earlier that year on 970116. ref SDS 24 I14O
380627 -         ..
380628 -        Morris questions whether there is sufficient pent up demand to
380629 -        support a viable business model, because nobody cares about
380630 -        productivity of management and communication.  Peter Drucker,
380631 -        for example, noted that people have given up on improving
380632 -        communication, reviewed on 931130. ref SDS 10 3851
380634 -         ..
380635 -        Drucker more recently called for using technology to support
380636 -        basic mental processes to think, remember, and communicate from
380637 -        cognitive science, reviewed on 991025 in article published by
380638 -        Atlantic Monthly. ref SDS 47 0785
380640 -         ..
380641 -        We did not review Morris' concern on 980405 about information
380642 -        overload when there is not enough time to manage the record
380643 -        because subjects are too complex. ref SDS 35 FN9F and
380644 -        ref SDS 35 3431  We did not review problems he reported on
380645 -        accurately remembering what happened at a meeting in Paris,
380646 -        reported on 950303. ref SDS 12 3333  We did not review his
380647 -        worry on 921127 that small, inconsequential details are ignored
380648 -        and later become major problems, because people do not have
380649 -        command and control of the record, ref SDS 7 0674, due to the
380650 -        reasons Morris describes today, per above. ref SDS 0 T347
380652 -         ..
380653 -        We also did not review the professional event in Paris where
380654 -        Bill Gates and Larry Ellis presented requirements for a new
380655 -        Killer Application using computers to improve productivity of
380656 -        management and communications, reported on 970222. ref SDS 25
380657 -        8529
380659 -         ..
380660 -        POIMS explains the need for adding "intelligence" to management
380661 -        in order to avoid "meaning drift" which makes communication the
380662 -        biggest risk in enterprise.  The tools Morris and others use
380663 -        create and compound mistakes, because they lack the ability to
380664 -        keep the team on course, as Morris explained in our meeting on
380665 -        950303. ref SDS 12 3497  On 970603 Dave Vannier explained that
380666 -        Intel needs Communication Metrics because projects continually
380667 -        get off course. ref SDS 26 5803
380669 -         ..
380670 -        Morris seems to agree today that Microsoft tools demonstrated
380671 -        today have not solved this problem, i.e., enabled Intel
380672 -        managers and executives to align daily work with commitments,
380673 -        objectives, and requirements.
380675 -         ..
380676 -        The report on 990925 of delayed shipment of a new chipset
380677 -        indicates a continuing need at Intel, as at NASA, Kaiser and
380678 -        every organization to align daily working information with
380679 -        requirements.
380681 -         ..
380682 -        Lee Iverson's report at SRI on 000324 seems to indicate quite a
380683 -        bit of private investment is being channeled toward KM efforts,
380684 -        but none so far have succeeded. ref SDS 58 4877  On 000106
380685 -        Morris and I discussed the fact that Knowldge Management is a
380686 -        Pandora's Box of complexity, ref SDS 52 5120, which only SDS
380687 -        has solved, i.e., KM is a secret of SDS, reviewed on 000425.
380688 -        ref SDS 62 0480  On 000615 the SRI team's frustration in not
380689 -        being able to formulate a design for KM, further reflects the
380690 -        marketing advantage SDS enjoys. ref SDS 78 6271
380692 -         ..
380693 -        Customers and manufacturers have been seeking together a new,
380694 -        more powerful "Killer Application" for the past 10 years that
380695 -        applies technology to aid human thinking in a stronger, more
380696 -        ergonomically compatible manner.  For example, on 970222 Larry
380697 -        Ellison and Bill Gates spoke at a conference in Paris on the
380698 -        future of the PC.  Gates noted advances integrating
380699 -        applications, cited by Morris today, as showing usefulness that
380700 -        will maintain the dominance of the PC.  Ellison countered that,
380701 -        as a customer and user of Word, there must be something more
380702 -        useful that technology can do besides offer 20 ways to bold and
380703 -        underline words, indicating limited of usefulness, or at best,
380704 -        that something more is needed. ref SDS 25 3967
380706 -         ..
380707 -        Morris seemed to indicate that he assigns different people to
380708 -        prepare meeting notes, so that he, nor any one person, bears
380709 -        the full burden of maintaining the record.  He seemed to
380710 -        confirm prior comments on 980722 that the usefulness of the
380711 -        record on meetings is occassionally less than he would like,
380712 -        ref SDS 36 8440, continuing challenges executives face,
380713 -        discussed above. ref SDS 0 T33N
380715 -         ..
380716 -        Near the end of our meeting, Morris showed an example of his
380717 -        action items.  This seemed to be a list of 6 - 8 matters shown
380718 -        in red, perhaps indicating pending status.  He explained the
380719 -        ability to notify different people and set a timer for a bell
380720 -        to ring that reminds people when to perform a task.  Morris
380721 -        related feedback has received from colleagues indicating this
380722 -        bell system is helpful.
380724 -             ..
380725 -            We looked at several of Morris' action items.
380727 -             ..
380728 -            Morris showed he can open a file or something that can
380729 -            explain the scope, background, objectives, related sources
380730 -            and contacts involved in the work.
380732 -             ..
380733 -            The few action items we examined, however, showed no such
380734 -            details.
380735 -
380736 -                [On 010720 Morris indicated Microsoft has better tools
380737 -                for managing the work than SDS, but, like today, people
380738 -                do not use Microsoft features; Morris feels people need
380739 -                to change their attitude rather than change their tools
380740 -                to SDS technology. ref SDS 97 0K5K
380742 -             ..
380743 -            Morris advised that Microsoft has a lot more features that
380744 -            enable people to track details of the work, but few people
380745 -            use them because there is not enough time.  This seems to
380746 -            conflict with Morris' explanation above that Microsoft
380747 -            features are adequate to support management. ref SDS 0 5U5M
380748 -
380749 -                [On 990817 Morris said that tools help people with
380750 -                discpline, but the problem is that people don't use the
380751 -                tools. ref SDS 42 CZ95
380753 -                 ..
380754 -                [On 020110 Morris reported experience showing most
380755 -                people use only 5% of Microsoft features, ref SDS A6
380756 -                CK4K, and said if people change attitudes they would
380757 -                use more features. ref SDS A6 653N
380759 -                 ..
380760 -                [On 021108 Bill Gates reported a new Microsoft project
380761 -                to develop integration that makes features easier to
380762 -                use so people can use more features to improve
380763 -                productivity. ref SDS B1 EFBE
380765 -             ..
380766 -            He related having been in meetings all day today, so there
380767 -            wasn't enough time to prepare, anlayse, align, nor
380768 -            summarize the record.  In our meeting on 000517 he asked
380769 -            how SDS can help a busy executive who does not have time to
380770 -            think? ref SDS 65 2537
380771 -
380773 -  ..
380774 - Engineering Capabilities
380776 -  ..
380777 - We did not get to this issue in the architecture, which can address
380778 - the following...
380779 -
380780 -    1.  SDS generates and delivers anytime, anywhere intelligence with
380781 -        use of enabling technologies, as planned on 971021. ref SDS 30
380782 -        3636
380784 -         ..
380785 -    2.  Internet provides enabling technology for distributing the
380786 -        record, per planning on 971021. ref SDS 30 4100
380788 -         ..
380789 -    3.  Browsers and follow on XML provides enabling technology for
380790 -        common display and printing the record, per planning on 971105.
380791 -        ref SDS 31 3871
380793 -         ..
380794 -    4.  MS Word dominate wordprocessing/email delivery method may
380795 -        provide platform for generating SDS record and integrated
380796 -        tools.
380797 -
380798 -
380799 -
380800 -
380801 -
380802 -
3809 -
Distribution. . . . See "CONTACTS"