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
Accountability Sales Advantage for Managing Subordinates
Government Requires Records of Business Showing Alignment with Requir
Sanitary Independent District SID Government Requires Records of Busi
Legal Department Proposes Developing License for SDS Pilot Test

1306 -
1306 -    ..
1307 - Summary/Objective
1308 -
130801 - Follow up ref SDS 30 0000, ref SDS 29 0000.
130802 -
130803 - Jerry developing ideas for marketing SDS to support government
130804 - requirements for accountability. ref SDS 0 NM3F  In the afternoon,
130805 - Jerry reports on results of review by CSG legal department proposing a
130806 - license for using SDS. ref SDS 0 KY9F  A major question is whether we
130807 - need a license to pilot test for evaluation, or whether the time and
130808 - expense for this can be deferred until Jerry and CSG are satisfied
130809 - about the merits and potential of SDS. ref SDS 0 853I  CSG senior
130810 - people want a demonstration of SDS; this can be accommodated either
130811 - using Netmeeting or by visiting Omaha. ref SDS 0 W16R  Sent an email
130812 - linked to this record responding to Jerry's request for feedback.
130813 - ref SDS 0 916K
130814 -
130815 -
130816 -
130817 -
130819 -  ..
1309 -
1310 -
1311 - Progress
1312 -
131201 - Accountability Offers Marketing Opportunity
131202 - Government Needs Business Records Showing Alignment with Requirements
131203 -
131204 - Follow up ref SDS 29 GD4T.
131205 -
131206 - Received ref DRT 1 0001 from Jerry Jerry submits ideas on marketing
131207 - accountability as a sales advantage....
131208 -
131209 -         What is the possibility of using SDS for local government
131210 -         accountability?  Currently, my local SID (sanitary independent
131211 -         district - housing development taxation unit) is experiencing
131212 -         major problems due to lack of accountable action/information.
131213 -         Much of what is said in meetings isn't getting recorded
131214 -         properly and that which is, is lost once the board members
131215 -         leave. Lots of "guess and gossip".  Might be a completely
131216 -         different market for SDS??????
131218 -          ..
131219 -         JerryN
131220 -
131221 -
131223 -  ..
131224 - Paying Customer Good Way to Launch Pilot Test of SDS
131225 -
131226 - Submitted response saying....
131227 -
131228 -     1.  Jerry,
131229 -
131230 -         Good ideas on marketing SDS in your letter today, ref SDS 0
131231 -         AP5O, which follows up on the idea in your letter on 020708
131232 -         that "accountability" can be a sales advantage, when properly
131233 -         presented. ref SDS 29 GD4T  Generally, this category of
131234 -         application fits the model of contract management, which is a
131235 -         common method for government agencies.  Contracts require
131236 -         accountability processes to manage the contractor. ref SDS 29
131237 -         FN4O
131239 -          ..
131240 -     2.  If an order could be developed that you can service locally,
131241 -         this would give your SDS learning project greater energy with
131242 -         possibly greater interest at CSG.  Nothing like a paying
131243 -         customer to perk up interest around the shop.
131245 -          ..
131246 -     3.  I am working on a security issue right now re Gary using SDS
131247 -         at Aerospace company, ref SDS 31 0001, but have made progress reviewing
131248 -         your initial comments on POIMS in your letter on 030708.  The
131249 -         record is not quite complete, but you can take a peek, just to
131250 -         see I am working on your stuff. ref SDS 29 0001
131251 -
131252 -
131253 -
131254 -
1313 -

SUBJECTS
Encyclopedia Organizational Memory Accuracy Boss Asking Jerry for Not
Time Money Save by Investing Time Money to Work Intelligently for Org
History Memory Accuracy Organized Like Encyclopedia SDS
Technical Advisor Role Re-tool Enhance Skills Learn SDS 8 Steps for C
Organizational Memory Produtivite Meetings Facilitate Be Prepared Wri
Overwhelmed by Record Organizational Memory on 030708 Showing Scope o
Boggles Mind Organizational Memory Overwhelming Don't Choke on 030708
Com Manager Scribe Advisor Re-tool Enhance Skills Learn SDS 8 Steps f

2710 -
271101 -          ..
271102 -         Technical Advisor Enhanced Re-tool Skills to Com Manager
271103 -         Encyclopedia Created by Com Manager for Organizational Memory
271104 -         Organizational Memory Like Encyclopedia Created by Com Manager
271105 -         Com Manager Creates Organizational Memory Like Encyclopedia
271106 -     4.  -----------------------------------------------------------
271107 -         Don't choke looking at the record for 020708.  Every record
271108 -         does not require a lot of scrutiny, but it shows what is
271109 -         possible when needed, and it demonstrates an ability to
271110 -         perform on your objective to enhance the Technical Advisor
271111 -         role, related in your letter on 030708, ref SDS 29 P64F, by
271112 -         re-tooling to develop SDS skills for Com Metrics that is
271113 -         beyond what can be accomplished with other tools, as related
271114 -         in the draft endorsement of SDS being considered by SRI.
271115 -         ref OF 3 Q49I  Think of this record like an "encyclopedia"
271116 -         that begins to organize daily work history you can look up
271117 -         later when needed.  For example, your concept on
271118 -         "accountability" as a marketing advantage is reviewed in the
271119 -         record on 030708. ref SDS 29 GD4T
271120 -
271121 -             [On 030718 Jerry getting positive feedback and attitude
271122 -             from his boss and others beginning to build expectations
271123 -             for SDS to improve accuracy of communication. ref SDS 32
271124 -             6O83
271125 -
271126 -
271127 -
271128 -
271129 -
2712 -

SUBJECTS
Prepare SDS Program Set for Jerry at CSG to Assist Training Include S

3003 -
300401 -          ..
300402 -         SDS Configured to Demonstrate Jerry's Work Product
300403 -
300404 -     5.  I am going to create an SDS program set for you that starts
300405 -         you off with links to some of our communication, so you can
300406 -         see how the various features of SDS are applied to work you
300407 -         have done.
300408 -
300409 -             [On 030718 Jerry likes planning to get a program set
300410 -             configured with some diary data base showing work already
300411 -             performed. ref SDS 32 6O95
300412 -
300413 -
300414 -
300415 -
300416 -
3005 -

SUBJECTS
Trade Secrets SDS List on Jerry Nord's Non-disclosure Agreement with
Appendix Trade Secrets Non-disclosure Patentable Intellectual Propert
Appendix A Technology Defined Cited in Article 1 Section 1 Confidenti
Trade Secrets Appendix A Agreement Report Progress on Drafting

3406 -
340701 -          ..
340702 -         SDS Scope and Trade Secrets Needed for Agreement
340703 -
340704 -         Follow up ref SDS 28 NY6K.
340705 -
340706 -     6.  My next task on our project is to get the appendix done for
340707 -         the agreement, per planning on 030708. ref SDS 28 NY6K  That
340708 -         will be done after getting Gary's situation fixed on security
340709 -         issues at Aerospace company.
340711 -          ..
340712 -         Again, good thinking today;
340714 -          ..
340715 -         Rod
340716 -
340717 -
340718 -
3408 -

SUBJECTS
Meaning SDS POIMS Com Metrics
Defnition Scope Meaning SDS POIMS Com Metrics
Clarify Defnition Scope Meaning SDS POIMS Com Metrics
POIMS Com Metrics SDS Clarify Defnition Scope Meaning
Com Metrics SDS POIMS Clarify Defnition Scope Meaning

4007 -
400801 -          ..
400802 -         Clarify Meaning SDS, POIMS, Com Metrics
400803 -
400804 -     7.  PS.. Just a quick reminder.  SDS is a software program that
400805 -         supports requirements of "POIMS" technology - personal and
400806 -         organizational integrated management and memory system.  Using
400807 -         SDS necessarily accomplishes POIMS in the same way that using
400808 -         Excel accomplishes a spreadsheet.  Additionally, implementing
400809 -         SDS using the eight (8) steps reported on 001219, ref SDS 9
400810 -         4W4L, accomplishes the management science of Communication
400811 -         Metrics, as explained in POIMS. ref OF 7 1106
400812 -
400813 -
400814 -
400815 -
400816 -
4009 -

SUBJECTS
Legal Department CSG Proposes Developing Legal Agreement
Agreement on Using SDS and Participating in SDS Project Requires Memo
Nord, Jerry Will Develop Proposal for Protecting Welch IP
CSG Legal Department Proposes Developing License for SDS Pilot Test
License for SDS Pilot Test Proposed by CSG Legal Department

6207 -
620801 -  ..
620802 - Alternate Non-disclosure Agreement....
620803 - Agreement Complex Effort Should be Tailored to Prospects for Success
620804 - Legal Department Proposes Developing License for CSG to Pilot Test
620805 -
620806 - Follow up ref SDS 30 I13J, ref SDS 28 NM3F
620807 -
620808 - Received ref DRT 2 0001 from Jerry reporting on progress at CSG on
620809 - listing SDS on Jerry's IP agreement letter with CSG, reported on
620810 - 030703, ref SDS 27 ZG99, and discussed again on 030709. ref SDS 30
620811 - I13J
620813 -  ..
620814 - Jerry says....
620815 -
620816 -    a.  Met with CSG Legal department today.  From the meeting the
620817 -        following outcome:
620818 -
620819 -        1)  Legal would like a licensing agreement between you and CSG
620820 -            for using the software. ref DRT 2 TF6G
620822 -             ..
620823 -            My thoughts:
620825 -                 ..
620826 -            a)  license use of software for 1 year at no cost to CSG -
620827 -                this will get SDS/POIMS the visibility it needs.
620828 -                ref DRT 2 TF6G
620830 -                 ..
620831 -            b)  limit number of users to 25. Additional users licensing
620832 -                will cost CSG. ref DRT 2 TF64
620834 -  ..
620835 - This may be aimed at replacing planning on 030611 for Jerry to have
620836 - each employee at CSG who works with SDS to sign an NDA, which was
620837 - discussed on 030612, ref SDS 21 K38V, and is an important part of this
620838 - project being successful by relieving the burden on Jerry so he is not
620839 - the primary learner and user of SDS as the Scribe, as discussed on
620840 - 030620. ref SDS 23 HS9O
620841 -
620842 -        [On 030718 propose working on a license after developing NDA
620843 -        and evaluating efficacy of SDS. ref SDS 32 NW5M
620845 -         ..
620846 -        [On 030722 decide to defer working a license until after
620847 -        getting an NDA developed. ref SDS 33 MU5Y
620849 -         ..
620850 -        [On 030729 customer inquiry for SDS asks about license
620851 -        requirements. ref SDS 34 M95N
620853 -  ..
620854 - Jerry continues...
620855 -
620856 -            c)  Setup with minimal records for demonstration purposes -
620857 -                purge any Aerospace company or other business records. ref DRT 2
620858 -                TF6W
620860 -                 ..
620861 -            d)  develop a per user licensing agreement.  That way, it
620862 -                could remain affordable for my team to use SDS after
620863 -                the license agreement expires if CSG overall, needs
620864 -                further demonstration of SDS's usefullness. ref DRT 2
620865 -                X36G
620867 -                 ..
620868 -            e)  include confidentiality and intellectual property
620869 -                wording into the license agreement to "blanket" all CSG
620870 -                employees who come in contact with SDS/POIMS.
620871 -                ref DRT 2 TF7S
620873 -  ..
620874 - Starting off with a formal license agreement is a sound business
620875 - proposal for sustaining technology. ref SDS 0 U79N  Does this reflect
620876 - exigencies of disruptive technology reviewed on 990527, ref SDS 5 5258
620878 -  ..
620879 - Should we consider custominzing common practice, as planned on 030708?
620880 - ref SDS 28 DY79  There would be a considerable expense and time to
620881 - draft a license.
620883 -  ..
620884 - Welch is unable to finance the cost of legal fees, and the time to
620885 - work up the language would defer the launch date on a pilot test for
620886 - 30 to 90 days.  For these reasons, a simple confidentiality agreement
620887 - was proposed in the letter to Jerry on 030708. ref SDS 28 WS8G, which
620888 - CSG is now suggesting be folded into a license, per Jerry's letter.
620889 - ref SDS 0 W15S  This is acceptable, if folks can figure out how to pay
620890 - for the legal time and wish to delay work on SDS for another two
620891 - months or so.
620893 -  ..
620894 - Planning on 030708 proposed an initial period for evaluation, and if
620895 - that is successful, then spend the money to hammer out a detailed
620896 - agreement on a business deal.  Seems like either approach can be made
620897 - to work.
620898 -
620899 -
620900 -
620901 -
6210 -

SUBJECTS
Welch Rate for Training and Support Requested for License Agreement
Training Plan Procedures Manual Developed by Jerry Nord
Support Training Cost Rate by Welch Requested for License Agreement
Training Implementation Manual Deliverable by Jerry Nord

7406 -
740701 -  ..
740702 - Welch Support Can be Initially Set at Market Rates
740703 - Training and Support Target of Jerry's Marketing Deliverable
740704 -
740705 - Jerry continues....
740706 -
740707 -            f)  add information and rates for your handling training
740708 -                and consultation for future consideration. ref DRT 2
740709 -                TF7W
740711 -  ..
740712 - There is not a lot of history training a lot of people.  We have a
740713 - good history training Gary, but should still assume there is a
740714 - learning curve on developing a training program.  That is one reason
740715 - why Jerry proposed making this a deliverable for an SDS project in his
740716 - letter on 030604, ref SDS 18 XO4V, and formalized by Jerry in an
740717 - initial draft of an agreement on 030611. ref SDS 19 01WR  This plan
740718 - was discussed again on 030612. ref SDS 21 01WR
740720 -  ..
740721 - Under this plan, Welch will support Jerry and his team through an
740722 - initial orientation, learning and training period of about six (6)
740723 - months along the lines that was done for Gary.  There is no
740724 - charge for this support, since the aim is to help Jerry and CSG
740725 - succeed in learning SDS, as noted in the language for a non-disclosure
740726 - agreement, proposed in the record and submitted to CSG on 030708.
740727 - ref SDS 28 DW4J
740729 -  ..
740730 - A key difference is that Gary learned SDS during a furlough period
740731 - between assignments at Aerospace company, and so was not distracted by the
740732 - routine burden of daily duties attending meetings and turning out work
740733 - to meet commitments.  We discussed this challenge in the call on
740734 - 030612. ref SDS 21 669M
740736 -  ..
740737 - If CSG should later decide to adopt SDS and Com Metrics as a business
740738 - practice, and/or to participate in an SDS development and marketing
740739 - project, this would be a phase 2 effort that will be planned in phase
740740 - 1, as discussed on 030708, ref SDS 28 L43K, and further in the same
740741 - record. ref SDS 28 NO4N  For planning purposes, we should consider
740742 - Welch's time will be charged in a phase 2 effort initially at market
740743 - rates CSG charges its customers for such support.
740744 -
740745 -
740746 -
740747 -
740748 -
7408 -

SUBJECTS
Demonstrate SDS for Ken Heatherly Brett Greis Director of Computer Op
Nord, Jerry CSG Legal Department Proposes Developing License for SDS

7604 -
760501 -  ..
760502 - Demonstrate SDS in Omaha or Netmeeting
760503 -
760504 - Jerry continues....
760505 -
760506 -        2)  Demo SDS to my manager, Ken Heatherly, then Director of
760507 -            Computer Operations, Brett Greis.  Not sure how the best
760508 -            way to demo SDS, will leave that for you to consider.
760509 -            ref DRT 2 TF8P
760511 -  ..
760512 - On 030708 discussed critical role of leadership for transformation
760513 - from information to a culture of knowledge. ref SDS 29 YY3N
760515 -  ..
760516 - A demonstration "out-of-the-blue" by itself has not proven fruitful in
760517 - the past.  Typically, people need experience with SDS work product
760518 - applying summaries and links on the Internet, and they need some
760519 - familiarity with POIMS, ref OF 4 6221, in order to make a
760520 - demonstration meaningful based on preliminary judgement that the work
760521 - product is useful.  An example is a presentation to HQUSACE in
760522 - Washington DC on 971202. ref SDS 4 0001
760524 -  ..
760525 - Traditionally, people print material on the Internet to study at a
760526 - convenient time, as reported on 030512 reviewing practice at Aerospace company
760527 - and at DOD. ref SDS 16 ZT54  Study of SDS off-line using printed
760528 - materials dissipates understanding needed for transformation from
760529 - documents to "Knowledge Space," as set out in POIMS. ref OF 4 034J  In
760530 - other words, we cannot hope to sell people the power of a "paperless
760531 - office" to, for one thing, improve the practice of "study," reported
760532 - on 950204, ref SDS 2 7499, by viewing work product through the lens
760533 - of printed documents. SDS materials on the Internet provide a forum to
760534 - gain some measure of experinece with the objectives of SDS.
760535 -
760536 -     [On 030718 Jerry related common work practice to print documents
760537 -     for information management using conventional technology.
760538 -     ref SDS 32 IE5N
760540 -  ..
760541 - Given predicate conditions for a demonstration, then we might consider
760542 - doing a telecon using one line for voice and another line for a
760543 - Netmeeting session, where I will demonstrate how to create a record
760544 - like this, applying the eight (8) steps to perform Com Metrics.
760546 -  ..
760547 - Would love to come out to Omaha and meet everybody.  At this time I
760548 - cannot afford the expense of a trip.  Hopefully a Netmeeting session
760549 - will work, per above.  Possibly, Gary might be able to come
760550 - out and do a demo, and discuss a bit about how SDS is being used at
760551 - Aerospace company.  Will set an action item to touch base with Gary on this.
760552 -
760553 -
760554 -
760555 -
7606 -

SUBJECTS
Agreement Received from Jerry Nord for Review and Comment Planning to
SDS 1st Draft Agreement Received from Jerry Nord for Review and Comme
Pilot Test Evaluation Agreement Received from Jerry Nord for Review a
Confidentiality Agreement between Jerry Nord and CSG Will be Amended
Non-disclosure Agreement PDG File Received with CSG Proposing to List
PDF File Received Jerry Nord's Non-disclosure Agreement with CSG Prop
Non-disclosure Agreement PDG File Received with CSG Proposing to List

9209 -
921001 -  ..
921002 - SDS Listed as Exclusion in Jerry's IP Agreement with CSG
921003 -
921004 - Jerry continues....
921005 -
921006 -        3)  Will add SDS/POIMS to inventions and intellectual
921007 -            exclusions of confidentiality agreement I have with CSG
921008 -            after next steps 1 and 2 are completed.  This doesn't
921009 -            preclude me from entering into a separate agreement with
921010 -            you as discussed earlier. ref DRT 2 TF8T
921012 -  ..
921013 - This is acceptable per planning on 030708, ref SDS 28 NO4N, citing
921014 - review of the PDF file on 030630. ref SDS 25 MW4H
921016 -  ..
921017 - A separate agreement might be helpful, but it appears that CSG is
921018 - somewhat intricately involved in this matter.
921020 -  ..
921021 - Jerry concludes....
921022 -
921023 -    b.  Let me know your thoughts.  I will be in a training class from
921024 -        8:00 a.m. to noon, tomorrow. ref DRT 2 E58O
921025 -
921027 -  ..
9211 -
9212 -
9213 - 2325
9214 -
921401 - Submitted letter to Jerry with link to this record, and ask Jerry to
921402 - call for a discussion when he has time tomorrow after returning from
921403 - training class.
921404 -
921405 -
921406 -
921407 -
921408 -
921409 -
921410 -
921411 -
921412 -
921413 -
921414 -
9215 -