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


S U M M A R Y


DIARY: June 5, 2001 06:23 PM Tuesday; Rod Welch

Visited Pat Lincoln about partnering with SRI.

1...Summary/Objective


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CONTACTS 
0201 - Bootstrap Institute                  510 713 3550
020101 - Mr. Douglas C. Engelbart, Ph.D.
020102 - doug@bootstrap.org

SUBJECTS
Study Preliminary SRI Effort to Recommend Full Study
KM Research Project Not Enough Known, 000615
Strategic Partners Welch SRI
Welch Partners SRI Marketing Ideas to Use SDS Record
Partners Proposal Based on DCMA Inquiry
Meeting Define Partnership Roles Pursue VC Market

0808 -    ..
0809 - Summary/Objective
0810 -
081001 - Follow up ref SDS 14 0000, ref SDS 12 0000.
081002 -
081003 - When the meeting at SRI ended, I visited briefly with Jo McKensie,
081004 - Curt Carlson's secretary, who was standing in the lobby, as we left
081005 - the building.  Jo indicated without expressly saying so that Curt has
081006 - lowered the priority for meeting on SDS to improve productivity at
081007 - SRI, which is why she has not called back to implement planning on
081008 - 010521, ref SDS 10 6V6I, which was followed up on the voices message on
081009 - 010525, and again on 010529. ref SDS 13 0001
081010 -
081011 - At dinner, following the meeting at SRI, reviewed, ref SDS 15 0001,
081012 - with Pat earlier discussions with Doug on 010603 about pilot testing
081013 - SDS, ref SDS 14 0001, following up meeting with Pat on 010522.
081014 - ref SDS 11 017G
081015 -
081016 - Related Doug's idea to get an assessment from SRI experts, who
081017 - research organizational effectiveness and productivity. This
081018 - assessment would be used to approach SRI customers about funding a
081019 - larger pilot test, based on favorable results reported previously, and
081020 - discussed with Doug on 010603. ref SDS 14 YK8K
081021 -
081022 - Pat feels research by SRI would not be an effective sales aid because
081023 - customers discount SRI's expertise to evaluate managing profitable
081024 - enterprise.
081025 - ..
081026 - Considered proposing to SRI customers who are having a lot of
081027 - problems that they try SDS for a few months to evaluate at no cost how
081028 - much time and money is saved by adding "intelligence" to their work.
081029 - If they decide to continue with SDS and Com Metrics, then they owe for
081030 - time in service, and the time going forward.
081031 -
081032 - SRI and Welch the partnership would design an implementation program.
081033 -
081034 -     This follows up planning on 010426, ref SDS 7 BD8M, and the
081035 -     meeting on 010517. ref SDS 9 KH6O
081036 -
081037 -     [On 010608 letter to Pat confirms proposal for partnership based
081038 -     on new request for SDS support from Internet by major federal
081039 -     agency, DCMA. ref SDS 16 0001
081040 -
081041 - Pat feels this could be effective to get additional experience showing
081042 - these benefits in a range of industry settings.
081043 -
081044 - He cited challenges getting the attention of decision makers, who are
081045 - too busy to think, reported on 970910, ref SDS 2 3479, and more
081046 - recently on 001017. ref SDS 5 0001
081047 -
081048 - We need to develop support explaining how KM aids people in doing
081049 - common knowledge tasks like organize, analyse, align, and summary,
081050 - and how this improves existing practice, based on examples in the SDS
081051 - record on the Internet.  The Typical Day Scenario may provide some
081052 - help.
081053 -
081054 - This assessment needs to focus on an SRI partnership with Welch to
081055 - research application of SDS for....
081056 -
081057 -       a.  National Security "intelligence" improves analysis
081058 -
081059 -       b.  Education "intelligence" improves basic literacy.
081060 -
081061 -       c.  Management "intelligence" improves productivity and earnings
081062 -
081063 -       d.  Medical "intelligence" improves doctor patient partnership
081064 -
081065 -       e.  Engineering "intelligence" improves collaboration
081066 -
081067 -       f.  Scientific "intelligence" improves research
081068 -
081069 -           SRI has some scientists who want to use the scientific
081070 -           method.  Information last year said SDS supports the
081071 -           scientific method better than anything else.
081072 -
081073 -       g.  General "ingelligence" saves time and money....
081074 -
081075 -           Revenue model for DKR - there is a record that solving
081076 -           problems day-to-day provides useful experience for the
081077 -           problem solver, and it also provides solutions that save
081078 -           time and money for others, as discussed with Pat on 010517.
081079 -           Research may show how this can provide a revenue stream for
081080 -           SRI, since its people are strong problem solvers.
081081 -
081082 -
081083 -    SRI can contribute, as discussed with Pat on 010517, ref SDS 9
081084 -    WP8G, by....
081085 -
081086 -       a.  Deployment strategies for different industries.
081087 -
081088 -           This is a step above traditional marketing and development
081089 -           of customer profiles.  Work is needed to engage industry
081090 -           people in pilot testing to discover how SDS can be deployed
081091 -           within different cultures, e.g., law, medicine, engineering,
081092 -           governemnt managers, politicians, educators, etc.
081093 -
081094 -           Seminars and other forums need to be conducted that engage
081095 -           people like Curt to draw out how they expect to improve
081096 -           earnings without adding "intelligence" to management to
081097 -           meet the challenge of the new reality Andy Grove cites that
081098 -           changes demands on executive talent.
081099 -
081100 -           Scope of Services for Communication Metrics could be part of
081101 -           an industry survey to see how many people and at what level
081102 -           respond, who feels this is a utopia, etc.  People engaged in
081103 -           this exercise as an objective evaluation, i.e., a study, or
081104 -           research, may be more forth coming, because they will not
081105 -           feel threatened, with the prospect of feeling they have to
081106 -           justify saying no.
081107 -
081108 -       b.  Studies are needed on benefits of transitioning from
081109 -           information to a culture of knowledge.
081110 -
081111 -       c.  Organic Subject Structures - rules for creating and
081112 -           managing the growth and use of ontology.
081113 -
081114 -           This is not a common activity, so study and research are
081115 -           essential to devleop practices, based on Welch's experience.
081116 -
081117 -       d.  Develope training curriculum for teaching SDS and Com
081118 -           Metrics.
081119 -
081120 -       e.  Identifying skill set for Communication Managers, and other
081121 -           titles for using SDS.
081122 -
081123 -       f.  Hardware and software architectures to build enterprise
081124 -           management based on core of organizational memory and
081125 -           intelligence supported by SDS.
081126 -
081127 -       h.  Identifying improvements to SDS.
081128 -
081129 - Initially, we need a 2 or 3 hour effort reviewing POIMS, and the
081130 - record of SDS support for the OHS/DKR project, on whether doing a 3 -
081131 - 6 week assesment should be undertaken.  The challenge is to get people
081132 - who spend 8 hours a day browsing endless web sites for 20 minutes, to
081133 - stop doing that for 4 hour, and consider carefully SDS and Com
081134 - Metrics.
081135 -
081136 - Doug feels Pat might discuss with Marcello whether Marcello, or
081137 - someone else Marcello might recommend would have time to do this
081138 - initial assessment 2 to 4 hour review in order to recommend a formal
081139 - SRI assessment that would expend 3 - 6 weeks.
081140 -
081141 - Doug indicated it would be okay to let Pat and Marcello know about
081142 - our discussion.
081143 -
081144 -
081145 -
081146 -
081147 -
081148 -
081149 -
081150 -
081151 -
081152 -
081153 -
081154 -
081155 -
0812 -
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