THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: July 30, 2003 05:46 AM Wednesday;
Called Jerry on his Agreement with CSG listing SDS as excluded IP.
2...Application Software Support Manager Fits Industry Efforts in KM
3...Customer Support Primary Industry Driver for Knowledge Management
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0201 - CSG Systems Inc.
020101 - Mr. Jerry J. Nord
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
Edits Requested from Morris Jones on Agreement Considering Edits Has
Agreement Non-disclosure SDS Trade Secrets Gary Submits Edits for Agr
Agreement Terms Accepted Prepare for SDS Project Launch Based on Lang
CSG Agreement with Nord Needed Listing SDS as Software CSG Does Not C
3510 - ..
3511 - Summary/Objective
351201 - Follow up ref SDS 80 0000. ref SDS 77 0000.
351203 - Jerry's task to submit the CSG agreement aligns with the transmittal
351204 - letter last night citing the record on 030723. ref SDS 76 PT8J
351206 - ..
351207 - Want to see how things are going with tasks listed in the record on
351208 - 030724. ref SDS 77 HI3K Including changing the font in the Agreement
351209 - so we can read printed material. ref SDS 77 0E7F These tasks were
351210 - followed up previously on 030726. ref SDS 78 LS6O
351212 - ..
351213 - Jerry plans to submit his Agreement with CSG amended to list SDS as a
351214 - protected technology that is not part of CSG IP, using the form he
351215 - submitted on 030630. ref SDS 65 MW4H He learned yesterday, that his
351216 - Agreement with CSG has never been signed by CSG management.
351218 - [On 030808 Jerry requested signature of modified agreement with
351219 - CSG; HR department discovered none of these agreements with CSG
351220 - employees have been signed. ref SDS 83 TY8G
351222 - ..
351223 - In the beginning, Jerry plans to be the primary learner of SDS and
351224 - will also work on a license for others in CSG to use SDS, as related
351225 - in Jerry's letter on 030722. ref SDS 75 MU5Y This planning eliminates
351226 - the need to enter separate NDAs with each person who uses SDS, and so
351227 - satisfies the action item listed on 030724. ref SDS 77 KN9G
351229 - We discussed this changes planning on 030620 for others to take
351230 - the lead learning and using SDS at CSG, in order to reduce the
351231 - burden on Jerry who has heavy management responsibility on his
351232 - time. ref SDS 62 HS9O
351235 - ..
351236 - In the call today, we decided to defer amendments to the Agreement
351237 - that are discussed in the record on 030724, ref SDS 77 RU8P, and
351238 - consider these for a phase 2 agreement.
Title Application Software Support Manager Assignment at CS
Assignment Jerry Nord Manager Application Software Support Work Use S
SDS Applications Scope of Marketing Appeal to Different Customers and
Synergy Jerry's Assignment in Applciations Software Support Provides
490601 - ..
490602 - Application Software Support Manager Fits Industry Efforts in KM
490603 - Customer Support Primary Industry Driver for Knowledge Management
490605 - Follow up ref SDS 76 4U8J, ref SDS 74 NM3F.
490607 - Jerry advised that investigating Millie's question yesterday about
490608 - disclosure on the Internet of communication with CSG on the SDS
490609 - Agreement, ref SDS 79 0001, led to searches on the Internet. The
490610 - investigation found no harm to CSG, and, also, discovered that SDS
490611 - records appear at the top of searches on the Internet. He feels this
490612 - phenomenon is a marketing asset.
490614 - [On 030807 Jerry Nord reports doing research on revenue potential
490615 - using SDS records on the Internet for advertising because SDS
490616 - records list at the top of searches on the Internet. ref SDS 82
490617 - SB9G
490619 - ..
490620 - CSG has recently opened, or plans to open, a new department for
490621 - evaluating new technologies for business opportunities outside CSG
490622 - core business. This fits the model of CSG marketing SDS, if the pilot
490623 - test proves successful.
490625 - ..
490626 - Will get the SDS CD to Jerry by Monday.
Distribution. . . . See "CONTACTS"