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 5, 2001 04:39 PM Thursday; Rod Welch

Actionbase program supports some POIMS capability for KM.

1...Summary/Objective
2...Connectivity and Collaboration Improved by Actionbase
3...Actionbase Powerful XML and Java Program for Knowledge Management
4...Actionbase Top Product Recognized by Microsoft
5...Michel asked for contacts where Actionbase might be applied?
6...Critical Mass of Integrated Tasks Needed to Improve Earnings
7...Actionbase Strengthens Collaboration by Confidence of Security

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

1...Michel will ask a colleague to call with additional information.
2...Need to see how Actionbase accomplishes security in practice.

CONTACTS 
0201 - Actionbase
020101 - Mr. Michel Maeso; Senior Vice President of Sales
020102 - Sales Department

SUBJECTS
Actionbase Supports Action Item Management, 010705
Action Items Integrated with Capturing History Experience Organizatio
Collaboration Shared Meaning Create Common Alignment Maintain

2205 -
2205 -    ..
2206 - Summary/Objective
2207 -
220701 - Follow up ref SDS 20 PJ4M, ref SDS 19 K66N.
220702 -
220703 - Actionbase is a new capability that supports collaboration by
220704 - connecting businesses and improving work processes.  Use of XML and
220705 - Java, with security features has led to growing use by major
220706 - companies, and recognition by Microsoft as an outstanding program.
220707 - Discussion with Actionbase disclosed they use and ontology, and can
220708 - demonstrate work product showing implementation.  Doug Engelbart's
220709 - team meeting at SRI on creating an OHS/DKR would be interested in
220710 - hearing a presentation by Actionbase.  Any company seeking to improve
220711 - earnings offers a sales opportunity, because everybody is having a lot
220712 - of problems getting things done, which is what Actionbase addresses.
220714 -  ..
220715 - Submitted ref DIT 1 0001 to Michel linked to this record for
220716 - background on action items we discussed.
220717 -
220718 -
220719 -
220720 -
220721 -
220723 -  ..
2208 -
2209 -
2210 - Progress
221101 -  ..
221102 - Connectivity and Collaboration Improved by Actionbase
221103 - Actionbase Powerful XML and Java Program for Knowledge Management
221104 -
221105 - Received a letter from Matt Conover today that did not say anything.
221106 - However, it provided a link to a company that sells a program....
221107 -
221108 -
221109 -                         Actionbase
221110 -
221112 -         ..
221113 -        http://www.actionbase.com/frm_home.html
221115 -  ..
221116 - Actionbase is described as......
221117 -
221118 -     A combination of innovative architecture and software, this
221119 -     collaborative-process infrastructure....
221120 -
221121 -         A flexible, scalable platform combining powerful Web-based and
221122 -         server applications to create fast, secure and transparent
221123 -         intra- and inter-company connections.
221125 -          ..
221126 -         XML format for data transfer allows system programmers to
221127 -         interface with the Actionbase storage engine to extend its
221128 -         capabilities.
221129 -
221130 -             This aligns with Steve Balmer's plans for Microsoft to
221131 -             improve productivity using XML, reported on 010510.
221132 -             ref SDS 21 8Y8H
221134 -          ..
221135 -         Actionbase maximizes Java applet-based technology.
221136 -
221137 -     ....enables organizations to build virtual communities around
221138 -     meetings, decisions and mission-critical action items.  By
221139 -     connecting businesses and establishing a "single point" of
221140 -     collaboration and control, Actionbase not only establishes a forum
221141 -     for valuable knowledge sharing, but also greatly improves business
221142 -     processes and efficiencies.
221144 -          ..
221145 -         This is useful capability since communication is the biggest
221146 -         risk in enterprise, and meetings are not productive due to a
221147 -         lot of frailties endemic to human cognition, reported on
221148 -         940114. ref SDS 5 2290  Actionbase seems to provide a good
221149 -         solution, which provides a compelling application being sought
221150 -         by the PC industry, reported on 010703. ref SDS 23 GM4N
221152 -          ..
221153 -         What does "knowledge" mean, and how is it "shared," using
221154 -         Actionbase?
221156 -          ..
221157 -         Would like to see some work product for Actionbase.
221159 -          ..
221160 -         I tried the online demo, and it came up blank.
221161 -
221162 -            ...below, request Actionbase report on our call to
221163 -            demonstrate capability. ref SDS 0 OR7H
221164 -
221165 -     ....manage multi-directional communications inside and outside of
221166 -     the organization, since it provides a secure means of streamlining
221167 -     the flow of information, clarifying accountabilities, and focusing
221168 -     people on timely execution
221170 -          ..
221171 -         How does Actionbase overcome resistance to accountability
221172 -         reported on 980405? ref SDS 7 5065
221173 -
221175 -  ..
221176 - Vision says.....
221177 -
221178 -     Dedicated to maximizing intellectual capital and improving
221179 -     business processes through connectivity and collaboration,
221180 -     Actionbase will continue to extend the capabilities of both its
221181 -     architecture and application. Anticipating our customers' demands
221182 -     for features, and continuously integrating these into our scalable
221183 -     platform, the Actionbase solution will evolve with the needs of
221184 -     modern business.
221185 -
221186 -         Investing intellectual capital is a good business model, see
221187 -         POIMS, ref OF 1 1101.  Starting out with action items provides
221188 -         initial capability that folks can hopefully start using right
221189 -         away with limited training, that builds a base of users to
221190 -         grow into a larger support capability, as explained by
221191 -         Actionbase.
221192 -
221194 -  ..
221195 - Actionbase allows users to:
221196 -
221197 -     document and distribute meeting minutes and decisions.
221198 -
221199 -         What is the difference between "minutes" and "intelligence"
221200 -         derived from daily communication in meetings, calls, email,
221201 -         etc.
221203 -      ..
221204 -     distribute and delegate action items resulting from meetings or
221205 -     other initiatives.
221207 -      ..
221208 -     monitor the progress of action items throughout their life cycle
221209 -     including automatic notifications.
221211 -      ..
221212 -     securely and seamlessly collaborate on the execution of these
221213 -     action items with individuals both inside and outside of the host
221214 -     organization. view all of this information in a flexible and
221215 -     interactive interface. develop and output reports filtered by the
221216 -     user's requirements.
221217 -
221218 -         Would like to see an "ontology" or other means Actionbase uses
221219 -         for tracking organic subject structure, per explanation on
221220 -         890523. ref SDS 2 SQ5L
221221 -
221222 -         ...below, Michel advises that Actionbase uses an ontology
221223 -         capability. ref SDS 0 LA3K
221225 -  ..
221226 - Actionbase seems to be based on Israel.  There is an office in South
221227 - San Francisco, so....
221229 -  ..
221230 - Called and talked to Michel Maeso, Senior Vice President for Sales.
221232 -  ..
221233 - Michel only had a few minutes to talk, because he had to attend a
221234 - meeting.  He was generous in providing some details.
221236 -  ..
221237 - Since Actionbase tracks action items from calls and meetings,
221238 - ref SDS 0 XF4N,
221240 -  ..
221241 - It would be helpful to see Michel's work product from our call today,
221242 - and from the meeting he attended following our call, to demonstrate
221243 - how Actionbase tracks action items from calls and meetings, per
221244 - product scope cited above. ref SDS 0 XF4N,
221245 -
221247 -  ..
221248 - Actionbase Top Product Recognized by Microsoft
221249 -
221250 - Michel advised that Actionbase was recognized by Microsoft as the top
221251 - new program last year, or some similar high honor. Actionbase is used
221252 - at major companies like Intel, HP, Microsoft, etc.  He may have
221253 - indicated Actionbase was a top selling new product this past year.
221255 -  ..
221256 - Michel explained that a top official in the management department at
221257 - Stanford University is familiar with Actionbase, and may be using it,
221258 - and/or studying implementation through Stanford's education programs.
221259 -
221260 -       This is an important step of getting KM presented in formal
221261 -       education.
221263 -  ..
221264 - Michel asked for contacts where Actionbase might be applied?
221265 -
221266 -    1.  Actionbase appears to be a key part of Doug Engelbart's goal
221267 -        for an OHS/DKR, sponsored by SRI, so this could be a point of
221268 -        inquiry, as related in the telecon with Doug on 991222, who
221269 -        seeks to develop a capability for "collective IQ." ref SDS 10
221270 -        0897  Doug cited "action items" as a key issue in his 1972
221271 -        paper reviewed on 000327 concerning the definition of knowledge
221272 -        management. ref SDS 11 3971
221274 -         ..
221275 -        Actionbase is located in Israel, where Browseup is, also,
221276 -        located.  Browseup made a presentation at SRI on 010122, and
221277 -        demonstrated an important part of Doug's goals. ref SDS 17 0001
221279 -         ..
221280 -        As well, Traction was demonstrated during a meeting at SRI on
221281 -        000413, ref SDS 12 4209, and on 000829 Lotus Notes was cited
221282 -        during a world conference as a strong KM solution. ref SDS 13
221283 -        G69G
221285 -         ..
221286 -        Michel might consider making a presentation to SRI by
221287 -        contacting either....
221288 -
221289 -          a.  Doug Engelbart
221290 -              Bootstrap Institute
221291 -              510 713 3550
221292 -              doug@bootstrap.org
221294 -               ..
221295 -          b.  Pat Lincoln
221296 -              Director of Computer Science.
221297 -              SRI
221298 -              650 859 5454
221299 -              Lincoln@csl.sri.com
221301 -         ..
221302 -    2.  Many organizations are seeking ways to improve productivity,
221303 -        since this lifts earnings and stock prices, as reported on
221304 -        001207. ref SDS 16 V54M  The report earlier today, showed that
221305 -        problems have worsened over the past 6 months, so demand is
221306 -        growing fast for ways to increase productivity. ref SDS 24 0001
221307 -        Therefore, since management is the weakest link in the
221308 -        productivity chain, any company Actionbase contacts is a good
221309 -        candidate for Actionbase, which is a compelling application
221310 -        that should spur sales of PCs, cited in an article on 010703.
221311 -        ref SDS 23 GM4N
221312 -
221314 -  ..
221315 - Critical Mass of Integrated Tasks Needed to Improve Earnings
221316 -
221317 - Improving management is difficult because a critical mass of tasks
221318 - must be improved, called out in POIMS. ref OF 1 2688  Executives,
221319 - managers, engineers... everybody resists improvement, as explained on
221320 - 890324. ref SDS 1 6894  Andy Grove made a similar point in his book,
221321 - "Only the Paranoid Survive," released on 1996, and reviewed on 980307.
221322 - ref SDS 6 0502  More recently on 990525 there was a report that
221323 - engineers don't like to write. ref SDS 8 0966
221325 -  ..
221326 - In particular, it is necessary to integrate action items with the
221327 - context of performing actual daily work, and with scheduling tasks so
221328 - there is synergy between thinking and doing, called out in POIMS.
221329 - ref OF 1 2049
221331 -  ..
221332 - Improving one or two functions, for example, writing a letter,
221333 - tracking action items, by themselves, do not improve earnings.
221334 - Initial sales reported by Actionbase does not show management is
221335 - improved.  Everybody is looking for better productivity, but the
221336 - search is for technology that enables bad management to succeed (see
221337 - POIMS, ref OF 1 1114, and on 000908, ref SDS 14 8820), so that
221338 - executives can do what they want, rather than what needs to get done,
221339 - reported on 001012. ref SDS 15 PT5M  On 990625 executives are
221340 - prevented from using good management by personal psyche. ref SDS 9
221341 - 4914  As a result, if a product is presented with some credibility
221342 - (these days XML, Java, per above, ref SDS 0 PJ5I), there can be an
221343 - initial surge of sales, even though no improvement in productivity
221344 - actually occurs.  Eventually, sales dry up, as seen in the telecom
221345 - industry, reported on 010223. ref SDS 18 FM6J
221347 -  ..
221348 - Actionbase may provide an enabling step for transitioning from
221349 - information to a culture of knowledge, if it can learned quickly, and
221350 - yields sustainable benefits.
221352 -  ..
221353 - Michel said Actionbase uses an "ontology" and there is work product
221354 - available to demonstrate daily application for specific use cases.
221355 -
221356 -      This would be very helpful, per above. ref SDS 0 4A4K
221357 -
221359 -  ..
221360 - Michel will ask a colleague to call with additional information.
221362 -  ..
221363 - I asked how Actionbase is implemented; does everybody jump in, or is
221364 - there a mechanism for command and control to ensure a useful record,
221365 - called out in POIMS? ref OF 1 1113  For example, most action items are
221366 - not evident at the time events occur, because people are focused on
221367 - listening and talking, which require a lot of mental resources.  It is
221368 - during the process of creating alignment that action items becomes
221369 - apparent to avoid mistakes and exploit new opportunities, which
221370 - emerges from analysis, per Drucker reviewed on 931130. ref SDS 4 7911
221371 -
221373 -  ..
221374 - Actionbase Strengthens Collaboration by Confidence of Security
221375 -
221376 - Michel advised that Actionbase has strong security using intranets and
221377 - the Internet.  This might accomplish a critical part of Knowledge
221378 - Management by controlling access to the record.
221379 -
221380 -     This may solve concern Morris raised on 010614 about need for
221381 -     check out and check in to collaborate on preparing a contract at
221382 -     Intel, per telecon on 010623. ref SDS 22 LY9K  Possibly he is
221383 -     using Actionbase and can comment on utility.
221384 -
221386 -  ..
221387 - Need to see how Actionbase accomplishes security in practice.
221388 - ..
221389 - Sent email reply to Matt thanking him for notice of an important
221390 - new product.  Sent a copy of Jack Park, because Jack is working on XML
221391 - and Java to develop Nexist; there may be some synergy.
221392 -
221393 -
221394 -
221395 -
221396 -
221397 -
221398 -
221399 -
2214 -
Distribution. . . . See "CONTACTS"