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


S U M M A R Y


DIARY: January 11, 2001 08:10 AM Thursday; Rod Welch

Hastings Research clarifies policy on charging for meeting.

1...Summary/Objective
2...Hastings Offers Reasonable Charge for Consulting on Welchco
3...Links Needed to References for Effective KM
4...Using KM Threshold Issues Not Addressed
5...Welchco Home Page, Not Product Development Proposed by Hastings
6...Hastings Paid for "Knowledge," Cites Welch Proposal to Wegener
......Hastings Prepared to Commence Work During Initial Meeting
......Hastings and Welch Have Strong Common Interests to Protect
7...Should discuss what we can do together about moving KM forward within

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

1...What is the Deliverable Received from Hastings for $500?

CONTACTS 

SUBJECTS
Surveys, SDS "Exam"
Communication Metrics on Internet Search Engines
SDS Com Metrics Web Site Support
Home Page Com Metrics Web Site
Advertising Web Page Design, Hastings Research Com Metrics
Com Metrics Web Page Design Advertising, Hastings Research
Web Page Improvements Marketing
SDS Meeting $500 to Discuss Marketing Ideas for Web Site

1210 -    ..
1211 - Summary/Objective
1212 -
121201 - Follow up ref SDS 30 0000, ref SDS 29 0000.
121202 -
121203 - Sheldon submits a constructive letter explaining the basis for
121204 - Hastings to work on the Welch web site, and noting charges have been
121205 - reduced because Doug Engelbart supports SDS.
121206 -
121207 - Called and left message for Sheldon; submitted email with link to this
121208 - record for reference.  In an email reply, Sheldon does not have time
121209 - for a telecon today. ref SDS 0 1R5M
121210 -
121211 -
121212 -
121213 -
121214 -
121215 -
1213 -
1214 -
1215 - Progress
1216 -
121601 -  ..
121602 - Hastings Offers Reasonable Charge for Consulting on Welchco
121603 -
121604 - Follow up ref SDS 30 WO6L.
121605 -
121606 - Received ref DRT 1 0001 from Sheldon Brahms responding to the letter,
121607 - ref DIP 4 0001, submitted on 010106 that answered Hastings offer to
121608 - meet for a charge of $500, in its letter, ref DRP 3 0001 from Sheldon
121609 - following up planning on 001228.
121610 -
121611 - Sheldon says the $500 charge is only 33% of Hastings standard charge
121612 - for an initial meeting with a client. ref SDS 0 013T
121613 -
121614 -
121615 -
121616 - Links Needed to References for Effective KM
121617 -
121618 - Sheldon cites several references for context, e.g., ref DRT 1 JS5L.
121619 - This is helpful; but; the location of references is not provided,
121620 - which increases the time needed to establish alignment in Knowledge
121621 - Space for Communication Metrics within the meaning of KM, and set as a
121622 - requirement for the DKR team by Doug Engelbart on 001025. ref SDS 19
121623 - 00VU  On 001126 Eugene Kim proposed the DKR team should acomplish
121624 - Doug's request using existing IT tools, rather than SDS. ref SDS 22
121625 - XV8L
121626 -
121627 -
121628 -
121629 -  ..
121630 - Using KM Threshold Issues Not Addressed
121631 -
121632 - Sheldon does not address following questions in the record on
121633 - 010106. ref SDS 30 IR3L
121634 -
121635 -    1.  If Sheldon and Nicholas believe there are good grounds for
121636 -        people to use Welch capabilities for Knowledge Management, why
121637 -        hasn't this been proposed to the DKR team, who seems to be
121638 -        looking for this solution?
121639 -
121640 -        For example, on 001126 Henry van Eykan, the project web master,
121641 -        recommended that the DKR team use SDS. ref SDS 22 0001  On
121642 -        001116 Jack Park and Paul Fernhout noted SDS provides KM
121643 -        support that is amazing and inspirational. ref SDS 20 0001
121644 -
121645 -
121646 -    2.  If SDS and Welch capabilities provide useful KM support, why
121647 -        hasn't Hastings inquired about how to use these capabilities?
121648 -
121649 -        In other words, who is the customer for KM?
121650 -
121651 -        If the people who are expressly looking for KM do not step up
121652 -        to use SDS, which is the only KM capability available, how can
121653 -        we hope to attract customers from people who have never heard
121654 -        of KM?
121655 -
121656 -
121657 -    3.  Does Hastings propose, in designing the web site, selling a
121658 -        product or a service?  see discussion on 000706. ref SDS 14
121659 -        AR4J
121660 -
121661 -
121662 - Welchco Home Page, Not Product Development Proposed by Hastings
121663 -
121664 - Sheldon says that Hastings thought Welch wanted work on the welchco
121665 - web site, as was indicated in the letter on 001223, which states...
121666 -
121667 -      A professional web site developed by Hastings might engender
121668 -      stronger belief that encourages people to perform knowledge
121669 -      management. ref DIP 2 PY6N
121670 -
121671 - Hastings characterizes the letter on 010105, ref DIP 4 KG6G, as
121672 - proposing discussions about a business relationship for joint product
121673 - development. ref DRT 1 005V
121674 -
121675 -      Sale of service or product is a "business relationship," in
121676 -      addition to doing joint product development.
121677 -
121678 -      SDS needs product development, along with web site enhancements.
121679 -
121680 -
121681 -
121682 - Hastings Paid for "Knowledge," Cites Welch Proposal to Wegener
121683 -
121684 - Sheldon explains Hastings is paid for knowledge.  Clients expect a
121685 - high level of expertise. It is both time consuming and expensive to
121686 - maintain this level of expertise, but this separates Hastings from
121687 - consultants who deal merely in information.  Hastings Research can
121688 - actually apply this information in the form of knowledge.  In this
121689 - way, it is useful, and not just accumulated trivia. ref DRT 1 OT4G
121690 -
121691 - Sheldon cites the record on 001217, ref SDS 24 C3DH, showing that the
121692 - Hastings proposal aligns with Welch planning to install SDS and
121693 - provide training for Wegener Communications, ref DRT 1 008Z
121694 - ..
121695 - Sheldon explains that due to association with OHS and regard by
121696 - Doug for Welch and SDS, Hastings actually quoted a rate of only about
121697 - 33% the normal initial consult. ref DRT 1 013T
121698 -
121699 -
121700 -      What is the Deliverable Received from Hastings for $500?
121701 -
121702 -      Teachers are paid for imparting "knowledge."  Business is
121703 -      typically conducted for obtaining a deliverable derived from
121704 -      applying knowledge.
121705 -
121706 -      In the case of Wegener, the letter on 001219 explains the charge
121707 -      of $1,500 is for several days per diem traveling to Georgia.
121708 -      Consulting fees of $5 - $10K are waived. ref DIP 1 0001
121709 -
121710 -      Wegener gets SDS, a new keyboard, installation and training to
121711 -      accomplish Communication Metrics for augmenting intelligence and
121712 -      communication, to build and maintain shared meaning by delivering
121713 -      anytime, anywhere "intelligence" via the Internet. see also
121714 -      Installation Planning in the record on 001219. ref SDS 26 LX5G
121715 -
121716 -      What will Welch get from Hastings for $500?
121717 -
121718 -          Examples of deliverables might be....
121719 -
121720 -          1.  Specific changes to welchco web site.
121721 -
121722 -              How will work performed be measured against commitment
121723 -              to perform?
121724 -
121725 -          2.  Written plan for improving welchco, with analysis
121726 -              showing how this will improve sales.
121727 -
121728 -              An example is the SDS installation plan on 001219.
121729 -              ref SDS 26 LX5G
121730 -
121731 -          3.  Written plan for developing SDS as core KM solution and
121732 -              scenario for helping Doug's DKR team learn KM.
121733 -
121734 -          4.  The opportunity to hear Hastings ideas about KM and
121735 -              their opinion about SDS, Com Metrics and POIMS.
121736 -
121737 -          The difficulty is that points 2 and 3 are "proposals," and
121738 -          Hasting is already doing a lot of work indirectly on point 3,
121739 -          so why is Welch charged $500 to advance what Hastings is
121740 -          already pursuing on its own initiative?
121741 -
121742 -          Experience shows everybody has trouble understanding SDS,
121743 -          because the larger field of KM is new in relation to IT, and
121744 -          so the process of using tools for converting information into
121745 -          knowledge is not well understood.  Until people gain this
121746 -          experience by using SDS, they really do not understand the
121747 -          process, and so are not in a position to be productive.
121748 -
121749 -          Examples are...
121750 -
121751 -             1.  Meeting at USACE on 961101. ref SDS 7 8888
121752 -
121753 -             2.  Telecon marketing consultant on 950427. ref SDS 4
121754 -                 499J
121755 -
121756 -
121757 -       ..
121758 -      Hastings Prepared to Commence Work During Initial Meeting
121759 -
121760 -      Sheldon says a trip to the peninsula involves considerable travel
121761 -      time for us.  This is why we spent so much time in phone
121762 -      conferencing with you, to cover as many of the preliminaries as
121763 -      possible, and prepare us to start work for you immediately.
121764 -      ref DRT 1 005T
121765 -
121766 -           Does this mean they plan to do work on the web site at our
121767 -           location during the initial meeting?
121768 -
121769 -           Ordinarily, the vendor or consultant explains what they
121770 -           propose doing, it is approved, often after modifications,
121771 -           then work commences.  So the initial meeting is most likely
121772 -           only to present ideas.
121773 -
121774 -
121775 -      Hastings and Welch Have Strong Common Interests to Protect
121776 -
121777 -      Hastings may be concerned that if they explain their ideas,
121778 -      then Welch would use them to make improvements and not pay
121779 -      Hastings. This is similar to the issue of releasing SDS to
121780 -      customers who use it to develop their own KM solution, as
121781 -      Doug proposed on 001121. ref SDS 21 HH9M  We should be able
121782 -      to enter into a written understanding that protects Hastings
121783 -      intellectual property, as Wegener has agreed in the case of
121784 -      SDS, reported on 001217. ref SDS 26 4DF8
121785 -
121786 -      Welch is concerned that it will cost $500 to get a proposal for
121787 -      $10K plus, that we cannot afford, and has no immediate way of
121788 -      paying for itself, per reasoning on 010106, ref SDS 30 IR3L, and
121789 -      cited again above. ref SDS 0 HJ3I
121790 -
121791 -      The record on 950427 working with Sackett Design supports this
121792 -      concern. ref SDS 4 499J
121793 -
121794 -
121795 - Hastings and Welch have common interest in moving KM ahead.  Need to
121796 - initially discuss how this can be accomplished.
121797 -
121798 -
121799 -
121800 -
121801 -
121802 -
1219 -
1220 -
1221 - 1032 called Hastings   415-883-4471 or 443-838-1678.
1222 -
122201 - Left message for Sheldon asking him to call...
122202 -
122203 - Should discuss what we can do together about moving KM forward within
122204 - the framework of SDS and Doug's objectives.  How can that generate
122205 - revenue for Hastings and Welch.
122206 -
122207 - One idea might for Hastings to design web pages to permit advertising
122208 - to provide a revenue stream that reduces the cost of providing useful
122209 - content on daily working information, like this record.
122210 -
122211 -
122212 -  ..
1223 -
1224 -
1225 - 1626 received letter from Sheldon
1226 -
122601 - Received ref DRT 2 0001 from Sheldon saying he cannot do a telecon
122602 - today.  He plans to further review of the message this evening, and
122603 - has forwarded the message to Nicholas.  Sheldon does not indicate
122604 - which message he reviewed and forwarded.  He does not cite the email
122605 - link to this record in his letter, so he could be referring to the
122606 - phone message.
122607 -
122608 -
122609 -
122610 -
122611 -
122612 -
122613 -
122614 -
122615 -
122616 -
122617 -
122618 -