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: October 11, 2001 12:10 PM Thursday; Rod Welch

Matt Conover reports marketing efforts for SDS, Com Metrics.

1...Summary/Objective
2...Business Funding Referral Dominion Partners
3...ROI 10:1 Value Proposition Motivates Referral Marketing Funding
4...Marketing Referral to Global Consulting Firm for SDS Value Proposition
5...SDS Improves Productivity of Meetings and All the Work
6...Awesome Usefulness Marketing for Marketing Blitzkrieg
7...Definition SDS Com Metrics in Business Plan
8...30-second Elevator Pitch to Explain Communication Metrics and SDS
..........................Schedule Diary System
9...Interface to Recording System Needs Study Showing Cost Benefits
.....SDS Strengthens Communication, Self-evident
.....Com Metrics Improves Productivity Without Verbatim Transcript
.....Verbatim Transcript Not Needed for Dispute Resolution
.....Dispute Resolution Does Not Require Verbatim Transcript for SDS
.....Feedback for Refining Accuracy of Understandings Resisted
.....Internet Object Publication Erroneous Understandings
.....Confidentiality Avoid Pubication Erroneous Understandings on Web


..............
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CONTACTS 

SUBJECTS
SDS Com Metrics Definition
Referral Funding Venture Capital Matchmaker Patrick Duggan
Marketing Referral Expert Patrick Duggan Improve SDS Brochure Distill
Cost Effectiveness Value Proposition Quantifies Savings
Brochure on Internet for Business Model Marketing Plan
Conover, Matt Notifies about Contacting Dominion
Duggan, Patrick

1309 -
1309 -    ..
1310 - Summary/Objective
1311 -
131101 - Follow up ref SDS 44 0001, ref SDS 43 0000.
131102 -
131103 - Received three letters from Matt today.  He has made referrals for VC
131104 - and marketing support, by contacting Pat Duggan.  Matt plans to follow
131105 - up when Pat returns from a trip on 011018. ref SDS 0 004L  Matt has
131106 - invested considerable time reviewing SDS literature and records on the
131107 - Internet.  He explains that self-evident benefits of ROI 10:1 reported
131108 - by USACE resulted in making a referral to global consultant for
131109 - consideration of funding and marketing. ref SDS 0 VY6O  He looked at a
131110 - record of a business meeting with PG&E, and indicates this shows
131111 - self-evident benefits for improving management. ref SDS 0 VA4F  Matt
131112 - expects benefits of SDS can be increased by using verbatim recordings
131113 - of events.  Research may show how this can be deployed. ref SDS 0 6W6F
131114 -
131115 -     [On 011012 Matt submits name to consider for SDS development.
131116 -     ref SDS 45 0001
131117 -
131118 -
131119 -
131121 -  ..
1312 -
1313 -
1314 - Progress
131501 -  ..
131502 - Business Funding Referral Dominion Partners
131503 -
131504 -
131505 - Received ref DRT 1 0001 dated 011009 from Matt Conover submitting
131506 - referrals for venture funding....
131507 -
131508 -     1.  Dominion Partners provides capital and guidance to emerging
131509 -         technology companies in Communications, Software and Services
131510 -         that are natural leaders in their market - companies first to
131511 -         market with a new product or evolving an existing market
131512 -         position into a new market niche, as explained on their
131513 -         Internet address at....
131514 -
131515 -            http://www.dominion.com/index.htm?action=view&oid=37
131516 -         ..
131517 -     2.  Patrick Duggan.... pedugga@attglobal.net
131518 -
131519 -         Former Bechtel nuclear engineer, who now works as a matchmaker
131520 -         of venture capitalists and international entrepreneurs,
131521 -         including foreign companies trying to introduce new products
131522 -         into the American culture. ref DRT 1 NI6H
131524 -          ..
131525 -         Pat does PR work and marketing.  He has Adobe accounts,
131526 -         travels to Ireland, where they have a lot of new tech wealth
131527 -         looking for investments, and has been involved in overcoming
131528 -         the Third World Digital Divide.  He's marketed new products in
131529 -         software for the nuclear industry, esp. ConEd nuc plant
131530 -         cooling water inventory mapping, and matched NEC with US money
131531 -         or marketing materials, and introduced entrepreneurs to
131532 -         VisaInternational's hidden funding pot managers. He's also
131533 -         worked with Livermore engineers that have moved on into the
131534 -         private sector. ref DRT 1 LO6N
131536 -  ..
131538 -  ..
131539 - Matt feels that Pat might be able to distill down value proposition of
131540 - SDS into some print and online materials that are graphically
131541 - attractive, find funding sources, set up some cost-effectiveness demo
131542 - case studies, etc. ref DRT 1 YI8F
131543 -
131544 -     On 011010 Matt asked about the value proposition of SDS, and was
131545 -     referred to the case study report by USACE on 971007 showing SDS
131546 -     intelligence capability yields ROI of 10:1. ref SDS 44 WD3O
131548 -      ..
131549 -     On 011010 Matt proposed an electronic brochure. ref SDS 44 005M
131550 -
131552 -  ..
131554 -  ..
131555 - Pat will be back on the 18th; Matt proposes setting up a meeting or
131556 - teleconference. Based on the humanistic emotion paradigm I described
131557 - in my email a few minutes ago I guess we should always opt for a
131558 - face-to-face, to ensure that all the "intelligence" gets collected
131559 - from all the senses. ref DRT 1 004L
131560 -
131561 -     On 011010 Matt made a strong case for personal salesmanship.
131562 -     ref SDS 44 3X4F
131563 -
131564 -
131565 -
131566 -
1316 -

SUBJECTS
Referral Marketing CPA Global Consulting Firm Contacted about Marketi
Cost Savings ROI 10:1 for Com Metrics Reported by USACE Useful for Ma

1504 -
150501 -  ..
150502 - ROI 10:1 Value Proposition Motivates Referral Marketing Funding
150503 - Marketing Referral to Global Consulting Firm for SDS Value Proposition
150504 -
150505 - Received a second letter, ref DRT 2 0001 from Mat that says.....
150506 -
150507 -     Last night I forwarded our email discussion thread to a CPA in a
150508 -     global consulting firm for referral on to leaders to see if they
150509 -     might want to get involved with financing or marketing it. The ROI
150510 -     of 10:1 by Corps of Engineers was an important motivator.
150511 -
150512 -         Matt's review of USACE report on cost effectiveness dated
150513 -         971007, ref DRP 6 0001, reflects the letter to Matt,
150514 -         ref DIP 2 676I, issued yesterday, responding to his question
150515 -         about value proposition. ref SDS 44 WD3O
150516 -     ..
150517 -     This morning, I read your internal link to that Corps of
150518 -     Engineers correspondence with US HQ in DC and was so impressed
150519 -     with the detail of documentation in formal engineering
150520 -     calculations by third parties that I sent those legitimizing
150521 -     documents to her for scrutiny and advocacy. ref DRP 4 NH5O
150522 -
150523 -         Need to follow up on results of scrutiny by CPA.....
150524 -
150525 -
150527 -      ..
150529 -  ..
150530 - Matt suggests....
150531 -
150532 -     Might be good to pull USACE report forward and create a prominent
150533 -     link at the top of your website. ref DRP 4 MH6K
150534 -
150536 -  ..
150537 - SDS Improves Productivity of Meetings and All the Work
150538 - Awesome Usefulness Marketing for Marketing Blitzkrieg
150539 -
150540 - Received ref DRT 3 0001 from Mat commenting favorably on self-evident
150541 - usefulness of SDS based on examination of SDS records on the Internet.
150542 - He cites the record of a progress meeting for the CDWR project held on
150543 - 940818. ref SDS 9 0001
150544 -
150545 -     Matt's favorable review reflects marketing planning on 000802 for
150546 -     using the Internet to demonstrate unique, powerful self-evident
150547 -     benefits of SDS capabilities. ref SDS 27 2501  Initial enthusiasm
150548 -     may reflect anticipation of bundling with voice recognition
150549 -     technology, under analysis below. ref SDS 0 YU4J
150550 -     ..
150551 -     SDS records on the Internet were cited yesterday on 011010
150552 -     for contributing to marketing, based on comments by others,
150553 -     similar to Matt's today. ref SDS 44 RG6M  An example is Stuart
150554 -     Harrow at DCMA who was enthusiastic about SDS on 010608.
150555 -     ref SDS 37 RS4J
150557 -      ..
150558 -     The particular meeting on 940818 reflects a format that has since
150559 -     been strengthened by improving the action item system, based on
150560 -     experience at PG&E, beginning on 950626. ref SDS 15 0001
150562 -      ..
150563 -     Better examples of meeting support are the list for weekly
150564 -     progress meetings at SRI shown on 001017. ref SDS 28 1575
150566 -  ..
150567 -     Example of meetings at USACE also show improvement from work
150568 -     product in 1994 at PG&E.
150569 -
150570 -         Oakland progress meeting......... 961126, ref SDS 17 0001
150571 -         Oakland action item review....... 961126, ref SDS 18 0001
150572 -         Oakland brief Port on schedule... 961126, ref SDS 19 0001
150573 -         Oakland schedule review contr.... 961126, ref SDS 20 0001
150574 -         Richmond organization plan....... 970404, ref SDS 23 0001
150576 -      ..
150577 -     SDS is not used just for meetings, it guides all of the work, as
150578 -     in seen by this record, and in the record for 970107, which
150579 -     concludes with favorable comments from someone who initially
150580 -     opposed SDS. ref SDS 21 9769
150581 -
150582 -
150583 -
150584 -
150585 -
1506 -

SUBJECTS
SDS Com Metrics Definition

1703 -
170401 -  ..
170402 - Definition SDS Com Metrics in Business Plan
170403 - 30-second Elevator Pitch to Explain Communication Metrics and SDS
170404 -
170405 - //
170406 - Matt asks......
170407 -
170408 -     For clarity, could you tell me again what SDS stands for and how
170409 -     it differs from Communications Metrics?  Was one a product and one
170410 -     a firm at some time?  Or are both different labels for the same
170411 -     product? ref DRP 4 5I6O
170413 -      ..
170414 -     SDS was explained in a letter, ref DIP 1 0001, issued in the
170415 -     record on 000306. ref SDS 25 3816
170416 - //
170417 -     SDS is the....
170419 -  ..
170420 -
170421 -                          Schedule Diary System
170422 -
170423 -     ....software program used to perform Communication Metrics, which
170424 -     is a management science for adding "intelligence" to strengthen
170425 -     daily work in government and enterprise, as explained in the USACE
170426 -     report on 970328, ref DRP 5 8449, 7 months prior to the report on
170427 -     cost effectiveness that was issued on 971007. ref DRP 6 0001
170429 -      ..
170430 -     POIMS explains objectives and performance of SDS. ref OF 2 6221
170431 -     Com Metrics is also discussed in POIMS. ref OF 2 1106
170433 -      ..
170434 -     Command and control of the record is a core capability of SDS that
170435 -     is often associated with procurement and contracts, also,
170436 -     explained in POIMS. ref OF 2 1113
170437 -     ..
170438 -     Scope of work and requirements for using SDS to perform Com
170439 -     Metrics are specified in the USACE report on 970328. ref DRP 5
170440 -     4929  Deliverables are also listed. ref DRP 5 7402
170441 -     ..
170442 -     SDS and Com Metrics are explained in the Executive Summary
170443 -     of the draft business plan, ref OF 1 EBHB, developed in the record
170444 -     on 000802. ref SDS 27 0004
170446 -  ..
170447 -     The 30-second "elevator pitch" proposed by Matt on 011010,
170448 -     ref SDS 44 RA6K, is in the Executive Summary explaining SDS is a
170449 -     "Killer App" that provides ROI 10:1 by using "intelligence" to
170450 -     advance from IT to a culture of knowledge. This was reported on
170451 -     010217 when Matt previously requested product description at that
170452 -     time. ref SDS 30 S56K One advantage of SDS is better organization
170453 -     that improves memory, cited on....
170454 -
170455 -         Bill DeHart at PG&E.............. 000706, ref SDS 26 0784
170456 -         Morris Jones at Intel............ 950228, ref SDS 14 1994
170457 -         Jack Park OHS/DKR team........... 010411, ref SDS 34 X34F
170459 -      ..
170460 -     Typical Day Scenario explains how SDS is used to perform Com
170461 -     Metrics on a typical day. ref OF 3 0001  On 010425 this was
170462 -     characterized as "utopia" compared to conventional practice using
170463 -     IT. ref SDS 35 EP7F
170464 -     ..
170465 -     On 010228 this capability was explained in a meeting with
170466 -     Pacific Consultants. ref SDS 33 M45G, and on explaining Com
170467 -     Manager role. ref SDS 33 B4W2
170469 -      ..
170470 -     On 010725 Wayne Wetzel, Deputy Director, DNRC in the State of
170471 -     Montana, issued a report explaining how SDS and Com Metrics have
170472 -     been used at DNRC over the past 10 years. ref SDS 39 WJ7L
170473 -
170474 -
170475 -
170476 -
170477 -
170478 -
170479 -
1705 -

SUBJECTS
Recording System Interface to SDS Proposed
Voice Recognition Business Lead. Bill Lehrman
Tape Recording Less Useful than SDS, No Metrics, Meaning, Cannot Find
Accuracy, SDS Records Inaccurate
Internet Object Organizational Memory Worry Accountability Confidenti
Feedback Ignorant about Communication Metrics
Deniability Wiggle Room Fear Accountability SDS Maintains Alignment A
Tape Recording Accuracy Write Everything Down Meetings Productivity

4010 -
401101 -  ..
401102 - Interface to Recording System Needs Study Showing Cost Benefits
401103 -
401104 - Follow up ref SDS 43 0001.
401105 -
401106 - Matt comments further.....
401107 -
401108 -     To the extent that you can streamline these tasks and create an
401109 -     effective interface to recording system would be valuable to those
401110 -     engineering and planning firms, as well as the client energy and
401111 -     power companies. ref DRT 3 BK6O
401112 -
401113 -         Interest in "recording system" may reflect Matt's notice on
401114 -         011008 of opportunity for using voice recognition. ref SDS 43
401115 -         0001
401117 -          ..
401118 -         What tasks does Matt propose to "streamline"?
401120 -          ..
401121 -         Objection to using SDS is often characterized as not having
401122 -         enough time to "write everything down," so tape recording
401123 -         might be seen as saving time getting an accurate record.  This
401124 -         overlooks the fact that the purpose of SDS is correlate action
401125 -         with what was said by capturing the meaning rather than simply
401126 -         what was actually said.  Transcripts are extremely slow and so
401127 -         greatly reduce productivity.
401129 -          ..
401130 -         SDS interface provides ROI 10:1, which Matt notes, above, is
401131 -         encouraging, ref SDS 0 VY6O, to a lot of people buried by too
401132 -         many problems, that cause productivity, earnings and stock
401133 -         prices to decline, as reported on 001207. ref SDS 29 V54M
401135 -          ..
401136 -         What experience shows that an interface to a recording system
401137 -         is possible and valuable, i.e., will increase ROI?  What
401138 -         research shows a recording system interface does not reduce
401139 -         ROI?  Where has this been deployed, and with what results?
401140 -
401141 -              [...below, Matt cites resistance to feedback loops for
401142 -              effective communication. ref SDS 0 RC5O
401144 -          ..
401145 -         Experience using recording systems shows.....
401146 -
401147 -            880907 contractor requests recording...... ref SDS 1 3402
401148 -            880907 review procedures with State....... ref SDS 2 4554
401149 -            880908 review with Engineer............... ref SDS 3 4920
401150 -            880922 contractor requests end recording.. ref SDS 4 8538
401151 -            880925 review with Executive VP........... ref SDS 5 7742
401152 -            881003 review with counsel................ ref SDS 6 5000
401154 -          ..
401155 -         This record indicates that tape recording and verbatim
401156 -         transcripts of calls and meetings are not effective for
401157 -         improving productivity and earnings.
401158 -
401159 -
401161 -      ..
401162 -     SDS Strengthens Communication, Self-evident
401163 -     Com Metrics Improves Productivity Without Verbatim Transcript
401164 -     Verbatim Transcript Not Needed for Dispute Resolution
401165 -     Dispute Resolution Does Not Require Verbatim Transcript for SDS
401166 -
401167 -
401168 - Matt says......
401169 -
401170 -     The ability of action-oriented development companies (and their
401171 -     advocating agencies)  with the timeclock ticking on contract
401172 -     obligations for national emergency response to enforce verbal
401173 -     agreements by regulators should be self-evident to anyone who
401174 -     reads these links. The evidence trail so created will be useful if
401175 -     there are denials at the administrative appeals boards or
401176 -     litigation. Even if a court throws it out into binding arbitration
401177 -     like JAMS EndDisputes or special masters the record will have to
401178 -     be acknowledged. Maybe even incorporated by reference or even URL
401179 -     click, to cross-reference into your system. ref DRT 3 RB8G
401180 -     ..
401181 -     With automated filing of briefs to courts those URLs might
401182 -     be directly incorporated into the briefs so judges and lawclerks
401183 -     can click on the link and cut over into your system. ref DRT 3
401184 -     LB9H
401186 -      ..
401187 -     There will be issues of authentication as a precedent to
401188 -     admissibility. To address that you will somehow need to ensure
401189 -     that exact words of the declarants in the original meetings in
401190 -     issue are recorded. Perhaps use of the SybersSay, Sony, or court
401191 -     recorders at meetings could improve that. Court recorders
401192 -     themselves, using SDS Comm Metrics, might be the best merging of
401193 -     technologies and human resources, as they bring both highly
401194 -     trained skills in listening and verbatim transcription with the
401195 -     certification and bond that ensures legitimacy. Court reporting
401196 -     firms might even be the market to sell into. ref DRT 3 2C9M
401197 -     ..
401198 -     You might also need to ensure subsequent control over the
401199 -     chain of custody of tapes or files, and ensure that no
401200 -     modifications are made after the original recordings. ref DRT 3
401201 -     GC4N
401202 -
401204 -      ..
401205 -     Feedback for Refining Accuracy of Understandings Resisted
401206 -     Internet Object Publication Erroneous Understandings
401207 -     Confidentiality Avoid Pubication Erroneous Understandings on Web
401208 -
401209 -     The training requirements might be a big stumbling block for
401210 -     a lot of people. I know I was irritated at having my remarks show
401211 -     up in your record, translated through your mental filters of what
401212 -     you thought you heard me say, when I intended something else, and
401213 -     then was told that the burden was on me to take time to correct
401214 -     the mistakes you had created, lest third parties read or hear
401215 -     misinformation. It felt like libel, slander, misrepresentation,
401216 -     etc., and was scary for its potential leveraging effect when
401217 -     published over the Internet to third parties out of context --
401218 -     especially when not originally stated on the record. ref DRT 3
401219 -     RC5O
401220 -          ..
401221 -          On 010221 Matt called and requested assistance on
401222 -          responding to communication submitted in the SDS record.
401223 -          Feedback loops that refine understanding and strengthen
401224 -          communication were reviewed. ref SDS 31 PS6G
401226 -           ..
401227 -          Matt's concern to avoid feedback has been raised many times,
401228 -          as noted above. ref SDS 0 PJ8J
401230 -           ..
401231 -          On 961017 same issue arose at USACE. ref SDS 16 1127
401232 -
401234 -  ..
401235 - Matt proposes....
401236 -
401237 -     Therefore direct recording of actual statements made by the
401238 -     original declarants might be able to get over the transcription
401239 -     misstatements, and overcome hearsay objections.  In fact, you
401240 -     ought to get a California-licensed attorney to review all this
401241 -     complex of issues for you. ref DRT 3 AS3F
401242 -
401243 -          Matt is correct to worry about correcting misstatements in
401244 -          the record.  Per above, this issue was discussed on 880807.
401245 -          ref SDS 2 DT9G  POIMS explains "triangulation" processes SDS
401246 -          uses to continually refine accuracy, ref OF 2 16EF, and was
401247 -          cited by Wayne Wetzel in a report on 010725. ref SDS 39 PO6N
401248 -          ..
401249 -          State counsel reviewed the matter on 881003 and found
401250 -          SDS procedures for managing the work using feedback to refine
401251 -          accuracy is effective. ref SDS 6 7007
401253 -           ..
401254 -          California Supreme Court Justice Stanley Mosk reviewed SDS
401255 -          procedures on 911130. ref SDS 7 0001
401257 -           ..
401258 -          Justice Mosk did not anticipate a necessity nor recommend
401259 -          making SDS a verbatim transcript, though noting that
401260 -          transcripts can be helpful in some situations. ref SDS 7 5006
401262 -           ..
401263 -          On 940720 Justice Most commented favorably on SDS theory and
401264 -          practice, ref SDS 8 0001, as set out in NWO. ref OF 4 2247
401266 -           ..
401267 -          On 010907 background indicates SDS strengthens communication
401268 -          and performance of daily work among individuals in teams,
401269 -          departments and across organizations. ref SDS 40 KX3L
401270 -          ..
401271 -          For example, on 940901 for PG&E's CDWR project, that
401272 -          Matt saw on the Internet, shows standard notice procedures
401273 -          provide feedback that refines accuracy of the record,
401274 -          ref SDS 10 4920, explained in POIMS. ref OF 2 2200
401276 -           ..
401277 -          More recently, on 991108 the issue of voice recognition for
401278 -          use with SDS was reviewed. ref SDS 24 7823
401280 -           ..
401281 -          This record indicates research is needed to determine under
401282 -          what circumstances Matt's vision of using SDS with a verbatim
401283 -          transcript can be deployed to save time and money.
401284 -
401285 -
401286 -
401287 - //
401288 - ..
401289 - Sent an email to Bill DeHart linked to this record asking him to
401290 - send a letter to Matt and to Morris explaining that SDS was used with
401291 - the
401292 -
401293 -                    Transmission Department
401294 -                    Construction Deparment
401295 -                    Engineering Department
401296 -                    Legal Division,
401297 -                    Contract Department
401298 -                    Land Department
401300 -  ..
401301 - SDS was, also, used by a large number of people spread out in a lot of
401302 - State agencies, similar to PG&E, as reported on 941005. ref SDS 11
401303 - 0001
401305 -  ..
401306 - Standard contract notice procedures were used to ensure an accurate
401307 - record, as reported on 940901. ref SDS 10 4920  This did not require
401308 - a verbatim transcript.
401309 - ..
401310 - None of the concerns raised in Matt's letter today, were ever
401311 - raised by anyone.
401313 -  ..
401314 - When Bill announced his retirement from PG&E on 941208, the State
401315 - praised his management for having saved a project that had been
401316 - failing prior to his assignment, when SDS was started. ref SDS 13
401317 - 8841
401319 -  ..
401320 - On 941130 PG&E staff across all departments reported favorable results
401321 - from having SDS support for Com Metrics. ref SDS 12 6006
401322 -
401323 - //
401324 -
401325 -
401326 -
401327 -
401328 -
401329 -
401330 -
401331 -
401332 -
401333 -
401334 -
401335 -
401336 -
4014 -