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: May 7, 2003 04:47 PM Wednesday; Rod Welch

Called Stewart Ng at Caltrans District 4 about Com Metrics.

1...Summary/Objective
....4...Applications at Caltrans....
...............Meetings, calls and documents are the most common ways
........Contract management is a general class of work that Caltrans
...........a...Caltrans diary system.
...........b...Contract disputes.
...........c...Project development and design.
....5...Currently SDS and Com Metrics are used at Aerospace company in Aneheim on
....6...Goals in contacting Caltrans....


..............
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CONTACTS 
0201 - State of California                                                                                                                                                O-00000063 0601
020101 - Department of Transportation                                                                                                                                     O-00000063 0601
020102 - Mr. Iman Sallam, P.E.                                                                                                                                            O-00000063 0601
020103 - Senior Transportation Engineer
020104 - Construction Program MS-44                                                                                                                                       O-00000063 0601
020105 - Field Automation                                                                                                                                                 O-00000063 0601
0202 - State of California                                                                                                                                                O-00000063 0401
020201 - Department of Transportation                                                                                                                                     O-00000063 0401
020202 - Mr. Ross Chittenden                                                                                                                                              O-00000063 0401
020203 - Chief Office of Project Management
020204 - Project Management Program, MS 28                                                                                                                                O-00000063 0401
020205 - Systems Implementation                                                                                                                                           O-00000063 0401

SUBJECTS
Common Administration
Caltrans, Self-evident Cost Savings
Clear Concise Complete Communication
Demonstrate SDS, Communication Metrics
Sel -evident Cost Savings Intelligence on
Inquiries

1308 -
1308 -    ..
1309 - Summary/Objective
1310 -
131001 - Follow up ref SDS 23 0000, ref SDS 20 0000.
131002 -
131003 - Called Caltrans again about using Com Metrics....
131004 -
131005 -
131006 - //                      510 286 6293
131007 - //
131008 -  ..
131009 - Stewart advised that he got the appointment to be Director of Projects
131010 - in District 4, which was up for consideration when we talked on
131011 - 010924. ref SDS 23 3O37
131013 -  ..
131014 - At that time Stewart asked for information on Com Metrics in the event
131015 - of his appointment to be director of projects.
131017 -  ..
131018 - Today, Stewart said to send information on SDS and Com Metrics to him
131019 - at District 4...
131020 -
131021 -
131022 - //                 stewart.d.ng@dot.ca.gov
131023 - //
131024 -  ..
131025 - Submitted an email linked to this record.....
131026 -
131027 -          [On 030512 Stewart received the letter, has not had time to
131028 -          review SDS and Com Metrics. ref SDS 29 0001
131029 -
131030 -    1.  The Schedule Diary System (SDS) is a software program that
131031 -        supports common tasks for scheduling and keeping a diary of
131032 -        work performed.  These familiar tasks are integrated to aid
131033 -        personal and organizational memory by managing action items
131034 -        based on the context of requirements and commitments. see
131035 -        POIMS, ref OF 3 01TU
131037 -         ..
131038 -        Schematic and features are on the Internet. ref OF 8 3385
131039 -
131041 -         ..
131042 -    2.  Communication Metrics complements cost and schedule control.
131043 -        see POIMS, ref OF 6 1105  Since communication is a predicate to
131044 -        doing the work, adding "metrics" to ensure accuracy saves more
131045 -        time and money than traditional cost and schedule control. see
131046 -        USACE report. ref DRP 7 0001
131048 -         ..
131049 -        Com Metrics uses SDS technology to make communication thorough
131050 -        and accurate.  This solves the problem that nobody can find
131051 -        information when needed, illustrated by the record on 011003.
131052 -        ref SDS 24 EC5N  In recent years this goal has been described
131053 -        as "Knowledge Management" (KM).  Last year on 020729 the
131054 -        Stanford Research Institute (SRI) commended SDS and Com Metrics
131055 -        for uniquely supporting KM. ref DRP 2 0001
131057 -         ..
131058 -        Stuart Harrow with the Defense Contract Management Agency
131059 -        (DCMA) noted on 010912 that SDS enables a unique and novel
131060 -        solution. ref SDS 26 HH92
131062 -         ..
131063 -        SDS has been used for construction projects by PG&E and the US
131064 -        Army Corps of Engineers.  PG&E issued a report on results.
131065 -        ref DRP 3 0001  The Corps published a more extensive analysis
131066 -        based on experience using Communication Metrics. ref DRP 6 6172
131068 -         ..
131069 -        Scope of services for Com Metrics prepared by USACE.
131070 -        ref DRP 6 4929
131072 -         ..
131073 -        A second report shows cost savings. ref DRP 7 0001
131074 -
131075 -             Saving time and money by avoiding mistakes is the main
131076 -             reason to consider SDS and Com Metrics.
131078 -         ..
131079 -        Several people wrote favorable letters to the Contracting
131080 -        Officer.  Some are still on staff in the San Francisco District
131081 -        and so may be familiar to Stewart from work on projects where
131082 -        Caltrans and USACE are both involved...
131083 -
131084 -             Max Blodgett
131085 -             CESPN-CO, Chief
131086 -             415 977 8444........................ ref DRP 6 1279
131088 -              ..
131089 -             Leonard SooHoo
131090 -             CESPN-CSB, Chief
131091 -             Resident Engineer
131092 -             415 331 0404........................ ref DRP 6 WV9G
131093 -
131095 -         ..
131096 -    3.  Ross Chittenden reviewed SDS and Com Metrics in 1977;
131097 -        background is listed in the record of the telecon with Stewart
131098 -        on 010927. ref SDS 23 3O53
131100 -         ..
131101 -        In sum, Ross seemed favorably impressed, and had several ideas
131102 -        for deployment, but found that senior people in Sacramento were
131103 -        cautious, as shown in the record on 971104. ref SDS 4 3155
131105 -         ..
131106 -        Now, six years later, perhaps rollover in the organization and
131107 -        new circumstances would be make a better fit for doing a pilot
131108 -        test of SDS and Communciation Metrics, especially since the
131109 -        record can be ported to an electronic knowledge repository on
131110 -        the Internet or a secure intranet that makes online access fast
131111 -        and easy using the model of a "paperless" office.
131112 -
131114 -         ..
131115 -    4.  Applications at Caltrans....
131116 -
131117 -        SDS is a powerful extension of basic literacy by providing a
131118 -        flexible form to organize information and tools for making
131119 -        connections and retrieving information quickly, see POIMS on
131120 -        improving literacy. ref OF 7 3742  As a result, SDS can be
131121 -        applied to improve any form of knowledge work.
131123 -                ..
131124 -               Meetings, calls and documents are the most common ways
131125 -               to use SDS as a spreadsheet for knowledge. see POIMS,
131126 -               ref OF 5 0504
131128 -                ..
131129 -               For example, from time to time, Caltrans, like other
131130 -               organizations, uses professionals and/or experts to
131131 -               "facilitate" important meetings.  SDS and Com Metrics
131132 -               make meetings productive and avoid mistakes by enabling
131133 -               people to be prepared prior to meetings and ensures
131134 -               accurate understanding and follow up after the meeting,
131135 -               so that regardless of what happens during a meeting, the
131136 -               result is effective in carrying out the Engineers' duty
131137 -               to direct the work.
131138 -
131139 -                  [On 030508 reviewed "facilitate" meetings at Aerospace company.
131140 -                  ref SDS 28 PL44
131142 -         ..
131143 -        Contract management is a general class of work that Caltrans
131144 -        performs which can be aided by SDS and Communication Metrics.
131146 -         ..
131147 -        On 990414 in a meeting with....
131148 -
131149 -                Iman Sallam, P.E.
131150 -                Senior Transportation Engineer =916 653 2084
131151 -                Construction Program MS-44
131152 -                Field Automation
131153 -
131154 -        ...Imam cited the following ways that SDS and Com Metrics
131155 -        could help Caltrans. ref SDS 18 7488
131156 -
131158 -                ..
131159 -           a.  Caltrans diary system.
131160 -               ref SDS 18 R57X
131161 -
131163 -                ..
131164 -           b.  Contract disputes.
131165 -               ref SDS 18 0899
131167 -                ..
131168 -               See the discussion under Command and Control of the
131169 -               Record in POIMS. ref OF 7 1113
131171 -         ..
131172 -        A few weeks later, during a follow up meeting on 990430 Imam
131173 -        suggested another application for SDS and Communication Metrics
131174 -        would be....
131175 -
131177 -                ..
131178 -           c.  Project development and design.
131179 -               ref SDS 22 3468
131180 -
131181 - //
131182 -         ..
131183 -    5.  Currently SDS and Com Metrics are used at Aerospace company in Aneheim on
131184 -        the Future Combat Systems (combat) project sponsored by the US
131185 -        Army.
131187 -         ..
131188 -        This is classified work, and so work product cannot be
131189 -        released.  The contact at Aerospace company is....
131191 -                 ..
131192 -                Gary
131193 -                Modeling and Sim
131194 -                garold.l.johnson@boeing.com
131195 -                714 762 4936
131197 -         ..
131198 -        On 030413 Gary commented on advantages of SDS and Com Metrics
131199 -        for project support. ref SDS 27 0001
131200 -
131201 -             On 030717 suppressed reference to Gary, Aerospace company and combat.
131202 -
131203 -
131204 - //
131206 -         ..
131207 -    6.  Goals in contacting Caltrans....
131208 -
131209 -        Caltrans has a number of big, high profile projects, including
131210 -        work on the Bay Bridge.  Large projects  get into trouble
131211 -        because the record is hard to manage, and so overwhelms people,
131212 -        as reported at Aerospace company on 011006. ref SDS 25 EL6J  The US Air
131213 -        Force Institute of Technology (USAFIT) described why projects
131214 -        get into such big trouble, reviewed on 970707. ref SDS 2 0108
131216 -         ..
131217 -        SDS and Com Metrics can help Stewart solve this problem with a
131218 -        better partnership between leadership and technology to enable
131219 -        proactive management.
131220 -
131221 -
131222 -
131223 -
131224 -
131225 -
131226 -
131227 -
131228 -
131229 -
131230 -
131231 -
1313 -
Distribution. . . . See "CONTACTS"