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 9, 2003 11:06 AM Wednesday;
Rod Welch
Called Jerry on agreement to review SDS.
1...Summary/Objective
2...Agreement Complex Effort Should be Tailored to Prospects for Success
3...Pushing CSG from IT Toward Culture of Knowledge Takes Patience
4...SDS Visibility at CSG Legal Proposal for License to Pilot Test
......SDS Name of Software Distinguished from POIMS Name of Technology
......Buy-in from Educating Management for Approval to Use SDS
......Educate CSG Management Grows Understanding Increases Buy-in SDS
......Scribe Common Unofficial Role in Organizations for Using SDS
5...Alternate Non-disclosure Agreement....
....CONFIDENTIALITY AND NONDISCLOSURE AGREEMENT
..............
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CONTACTS
0201 - CSG Systems Inc. O-00000795 0404
020101 - Mr. Jerry J. Nord
0202 - Boeing O-00000816 0505
020201 - Mr. Garold L. Johnson
020203 - Modeling and Simulation O-00000816 0505
SUBJECTS
Ebook Publish on Internet Explanation of SDS and Com Metrics based on
Documents Transformation to Knowledge Space Positions Information in
Nord, Jerry Suggests Writing a Book on SDS POIMS Com Metrics
Johnson, Gary Submits Ideas for a Book
Nord, Jerry Submits 1st Draft Agreement on SDS for Review and Comment
Wide as the Waters Spreading the Word Builds Shared Vision by Others
Book Publish Ebook on Internet Explanation of SDS and Com Metrics bas
Ebook Publish on Internet Explanation of SDS and Com Metrics based on
Review Foundational Documents Bibliography of SDS Publications and SDS
Architect of SDS Cathedral Vision Build Shared Meaning Goals Spreadin
Ebook Publish on Internet Explanation of SDS and Com Metrics based on
1613 -
1613 - ..
1614 - Summary/Objective
1615 -
161501 - Follow up ref SDS 23 0000. ref SDS 22 0000.
161502 -
161503 -
161504 -
161505 -
161507 - ..
1616 -
1617 -
1618 - 1046
1619 -
161901 - Agreement Complex Effort Should be Tailored to Prospects for Success
161902 -
161903 - Follow up ref SDS 23 NM3F
161905 - ..
161906 - Any specifics on the broken link in POIMS reported in Jerry's letter
161907 - on 030703? ref SDS 22 ZG8N
161908 -
161909 - Jerry said he was unable to find the location in the record
161910 - where a link failed.
161912 - ..
161913 - We reviewed SDS capabilities to support Jerry's review of POIMS,
161914 - reported in his letter yesterday, ref SDS 24 5P93, using explict
161915 - links to capture a location in about 1 second so that it can be
161916 - accurately and quickly remembered, and can be conveyed to others
161917 - for saving time and money, as related in the record on 020726.
161918 - ref SDS 10 636G This feature saves time for example addressing
161919 - questions in Jerry's letter yesterday. ref SDS 24 4E4L
161920 -
161921 -
161922 -
161923 -
161924 -
1620 -
SUBJECTS
MOU on Gives and Gets Based on Record for 030126 with Gary
CSG Management Approved Jerry Investing Time to Learn and Use SDS at
Confidentiality NDA Agreement CSG Users of SDS Will Sign Confidential
Resistance to SDS by CSG Legal Wants License for CSG Employees to Use
License for SDS Pilot Test Proposed in Letter to Jerry from CSG Legal
Resistance Visiblity CSG Management Aware SDS Pilot Test Legal Depart
HR Letter to Jerry Visiblity CSG Management Aware SDS Pilot Test Lega
Letter from CSG Legal to Jerry Visiblity CSG Management Aware SDS Pil
Radar Above Resistance Visiblity CSG Management Aware SDS Pilot Test
Letter from CSG Legal to Jerry Visiblity CSG Management Aware SDS Pil
Radar Above Resistance Visiblity CSG Management Aware SDS Pilot Test
Resistance Visiblity CSG Management Aware SDS Pilot Test Legal Depart
Build Shared Vision Spreading Word Wide as the Waters by Others Linki
$40K/Day Savings Using SDS for Communication Metrics Big Benefit to C
Learn SDS Time Jerry's Boss Approved Jerry Allocating Investing Time
Buy-in Invest Time Educate CSG Mangement Grows Understanding Jerry's
9518 -
951901 - ..
951902 - Pushing CSG from IT Toward Culture of Knowledge Takes Patience
951903 - SDS Visibility at CSG Legal Proposal for License to Pilot Test
951904 -
951905 - Follow up ref SDS 22 ZG99, ref SDS 20 0000
951906 -
951907 - How is Jerry doing with resistance to listing SDS on his IP letter
951908 - with CSG, reported on 030703? ref SDS 22 ZG99
951909 -
951910 - Received ref DRT 1 0001 from Jerry asking how hard to push, and
951911 - how much exposure to give SDS?
951913 - ..
951914 - How hard to push for a solution depends in part on how big is the
951915 - problem to solve?
951916 -
951917 - POIMS relates that chronic error due to an increasing pace of
951918 - daily business from success improving information technology
951919 - (IT), makes communication the biggest risk in enterprise.
951920 - ref OF 5 R69H Since communication is 90% of daily
951921 - management, this is a big target of opportunity to push for
951922 - improving productivity, earnings and stock prices.
951924 - ..
951925 - Jerry submits a copy of a letter to Sarah on 030703 that shows a
951926 - lot of opportunity to improve, saying specifically....
951927 -
951928 - After viewing the last two days frenzied activity within
951929 - IOS and the S&P organization, I want to amend my
951930 - statement about CSG needing and being able to benefit
951931 - from SDS. We can and must move to a better way of
951932 - managing information and knowledge here! ref DRT 1 0003
951934 - ..
951935 - Jerry's report on 030703 to Sarah aligns with a growing record
951936 - showing SDS can be helpful at CSG in the same way SDS is helping
951937 - at Aerospace company and noted by the US Army Corps of Engineers report that
951938 - Communication Metrics, ref DRP 4 6172, is a powerful new way of
951939 - working to save time and money, ref DRP 5 0001, in organizations
951940 - like CSG....
951941 -
951942 - Jerry calculated SDS can save
951943 - CSG $40K/day.................... 020415, ref SDS 7 F95F
951945 - ..
951946 - Jerry reports new attitudes
951947 - at CSG ar forming about
951948 - saving time and money led
951949 - to approving pilot testing
951950 - SDS for Com Metrics............. 030609, ref SDS 14 XO60
951952 - ..
951953 - Jerry reports common problem
951954 - people cannot find critical
951955 - information shows need for
951956 - using SDS....................... 030617, ref SDS 17 154H
951958 - ..
951959 - Long history shows problems
951960 - finding the right information
951961 - at the right time causes
951962 - little inconsequential details
951963 - to escalate into major
951964 - difficulties.................... 030617, ref SDS 17 LV3N,
951965 -
951967 - ..
951968 - In our discussion today, we decided to push commensurate with
951969 - the size of the problem, but not so hard as to alienate
951970 - people.
951971 -
951972 -
951974 - ..
951975 - SDS Name of Software Distinguished from POIMS Name of Technology
951976 -
951977 - Jerry related during our call that the past few days have been
951978 - hectic educating CSG management on using SDS for getting approval
951979 - on IP issue. This is reflected in correspondence Jerry submits
951980 - today showing consideration for deployment of SDS, beginning with
951981 - a letter from Sarah on 030708 asking to clarify the name of SDS
951982 - in relation to POIMS technology. ref DRT 1 0002
951984 - ..
951985 - Explanation of SDS implementing requirements for POIMS technology
951986 - is on the Com Metrics web site. ref OF 9 3385 The Typical Day
951987 - Scenario using SDS also explains implementation of POIMS
951988 - technology. ref OF 10 0001
951990 - ..
951991 - Yesterday on 020708 prepared agreement for phase 1 technology
951992 - review by CSG, and developed Appendix A that explains SDS, POIMS
951993 - and Com Metrics. ref SDS 23 NY6K
951994 -
951995 - [On 030716 Jerry relates meeting at CSG where legal counsel
951996 - confirmed ideas in letter today on drafting a license for
951997 - pilot testing SDS at CSG. ref SDS 25 NW5M
951999 - ..
952000 - [On 030722 Jerry will work on a license after getting
952001 - initial phase 1 NDA settled. ref SDS 27 MU5Y
952003 - ..
952004 - [On 030724 possible task for Jerry is to review clarity of
952005 - explanations on SDS, POIMS and Com Metrics. ref SDS 28 IX6J
952006 -
952007 -
952008 -
952010 - ..
952011 - Buy-in from Educating Management for Approval to Use SDS
952012 - Educate CSG Management Grows Understanding Increases Buy-in SDS
952013 -
952014 - In our discussion today, Jerry advised that his boss suggested
952015 - getting the CSG legal team to work up a license preserves Welch
952016 - IP rights for handing out SDS software to other CSG staff. Jerry
952017 - plans to work on this, and if the task becomes too involved, then
952018 - he will ask each of his team to sign a non-disclosure agreement.
952019 -
952020 - Getting CSG senior management involved and having support of
952021 - Jerry's boss is an ideal situation for advancing the aims of
952022 - Enterprise management, based on the concept that
952023 - organizational memory is the foundation of any management
952024 - system, and SDS meets this threshold requirement better than
952025 - other methods.
952026 -
952027 - [On 030716 Jerry reports more meetings with CSG management
952028 - and legal department to explain SDS. ref SDS 25 NW5M
952030 - ..
952031 - [On 030718 Jerry's boss has begun to ask for the record of
952032 - meetings, rather than rely on personal recall. ref SDS 26
952033 - A53L
952035 - ..
952036 - [On 030718 Jerry sending email to CSG management with
952037 - explanations to educate on using SDS work product.
952038 - ref SDS 26 A853
952039 -
952041 - ..
952042 - Jerry's boss also urged him to undergo the effort to "push" to
952043 - explain SDS and Com Metrics to the CSG management, since he will
952044 - have to learn how to do this anyway to make a sale to a future
952045 - customer.
952047 - ..
952048 - We discussed today that "pushing" to educate people about SDS, as
952049 - recommended by Jerry's boss, also, grows understanding by Jerry
952050 - on the ideas in POIMS and other foundational documents. This
952051 - builds a stronger base of buy-in by CSG management, and by Jerry
952052 - when difficulties arise learning a new way of working using SDS.
952054 - ..
952055 - Jerry plans to visit with his team individually and as a group to
952056 - explain that CSG will be investigating new technology for
952057 - improving management, and that the SDS program is a proprietary
952058 - capability which the team will be learning to use for evaluating
952059 - commercial potential and to improve performance at CSG. This
952060 - fits the model discussed on 030506 with Gary about using
952061 - SDS at Aerospace company enabling command and control of the work.
952062 - ref SDS 12 Q57I The first task is to demonstrate viability in
952063 - the office, then develop improvement for others. ref SDS 12 BH7G
952064 -
952065 -
952066 -
952067 -
9521 -
SUBJECTS
Understanding Follow Up Pat Lincoln Wants to be Scribe for CEO Use SD
Organizational Memory Gist People Pay a Price that is Saved Using SDS
Find Right Information at Right Time, Walt Okon Chief Task Group at D
Scribe Facilitator Com Manager Transitions Team to New Management Sci
9906 -
990701 - ..
990702 - Scribe Common Unofficial Role in Organizations for Using SDS
990703 -
990704 - Jerry will explain to his team the need to aid the role of
990705 - "scribe" that Jerry perfoms at CSG for capturing and confirming
990706 - the record of daily meetings. We reviewed Jerry's analysis from
990707 - reading POIMS, reported in his letter yesterday, showing that SDS
990708 - enables good management, ref SDS 24 4E4L, that everyone knows
990709 - should be done, but does not have time to perform, as related on
990710 - 921205, ref SDS 1 2552, and mentioned again at Intel on 970603.
990711 - ref SDS 2 4528
990712 -
990713 - It is interesting that Jerry is the "scribe" for CSG, and
990714 - that his experience doing that task, likely created a mental
990715 - framework for intuitively grasping the purpose of SDS. Pat
990716 - Lincoln at SRI related a similar objective to be a better
990717 - "scribe" and SRI. ref SDS 13 QE9O Gary often
990718 - describes his attraction to SDS as helping to fulfill a
990719 - desire to capture a greater share of the record, like a
990720 - scribe.
990722 - ..
990723 - Suggests marketing campaign. Likely a lot of "scribes" at
990724 - various levels. In a call last night, Gary explained at some
990725 - length that Microsoft Word and Outlook are excellent
990726 - wordprocessing programs, but not well suited for the tasks
990727 - required to be an effective "scribe." Jerry, also, related
990728 - frustrations which he has shared with his staff about
990729 - weaknesses of keeping an effective record using commonly
990730 - available technologies.
990731 -
990732 -
990734 - ..
990735 - Jerry will be on vaction until next Tuesday.
990736 -
990738 - ..
990739 - Alternate Non-disclosure Agreement....
990740 -
990741 - Follow up ref SDS 23 WS8G
990742 -
990744 - ..
990745 - CONFIDENTIALITY AND NONDISCLOSURE AGREEMENT
990747 - ..
990748 - Discussed adding additional language to Section 1 in the agreement
990749 - langauge developed yesterday. ref SDS 23 913G
990750 -
990751 - Recipient may demonstrate and discuss the
990752 - Technology with others for purposes of performing this
990753 - Agreement and with attribution to the Disclosing Party and
990754 - futher with prior approval of Disclosing Party that
990755 - protections prescribed in this Agreement have been
990756 - preserved. (see sample language ref OF 2 HT75)
990757 -
990758 -
990759 -
990760 -
990761 -
990762 -
990763 -
990764 -
990765 -
9908 -
Distribution. . . . See "CONTACTS"