THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: October 6, 2003 12:10 PM Sunday;
Tom Gilbert called on installing SDS and plans for learning.
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0201 - CSG Systems, Inc. O-00000795 0412
020101 - Mr. Tom Gilbert;
Install SDS After Tom Returns from Vacation on 031014
SDS Project Hour per Day will be OA 0700 Rather than 1600 in Afternoo
POIMS Questions Tom Will Submit to Show Correlation between SDS and C
Analysis Written on POIMS SDS Learn Use Tom Gilbert About 30 Good Scr
POIMS Tom Gilbert Review Online Rather than Print Learn to Work with
SDS Install After Tom Returns from Vacation on 031014
POIMS Link Requirements for SDS Align with Objectives
3009 - ..
3010 - Summary/Objective
301101 - Follow up ref SDS 3 0000, ref SDS 2 0000.
301103 - Tom will be on vacation beginning Thursday, 031009 until the following
301104 - Tuesday, 031014. We will therefore hold off installing SDS until next
301105 - week after Tom returns from vacation so there is continuity in the
301106 - process. This provides time for Tom's survey of POIMS, per telecon on
301107 - 031002, ref SDS 3 GQ4L, and discussions today, per below. ref SDS 0
301108 - O69H
301110 - [On 031007 submitted this record confirming understandings to Tom
301111 - with copy to Jerry. ref SDS 4 VR8O
301113 - ..
301114 - Tom will call on 031014 at 0300p central (0100p Pacific) time to
301115 - install SDS.
301117 - Tom may be traveling to exotic, faraway places for vacation where
301118 - computers and SDS are entirely removed from mind and deed. Even if
301119 - not traveling, vacations typically means forgetting about stuff at
301120 - the office. On the chance Tom may be closer to home with time to
301121 - configure his home and/or notebook computers with SDS, as discussed
301122 - during the call on 031002, ref SDS 3 WA49, and noted in Tom's
301123 - letter the next day on 031003, we can work on this at his
301124 - convenience. Otherwise will plan to install on 031014 after Tom's
301125 - vacation.
301127 - ..
301128 - This gives a few more days to complete refinements on improving SDS.
301130 - ..
301131 - Jerry proposed on 030929 that a draft updating the Agreement between
301132 - CSG and Welch on SDS be submitted OA 031007. ref SDS 2 T48U Based on
301133 - understandings today, will submit the draft on 031010.
301135 - ..
301136 - If Jerry's schedule permits, installation of SDS on his computers at
301137 - work, notebook, and at home can be completed during Tom's vacation,
301138 - based on planning last Thursday, 031002. ref SDS 3 WA6P This could
301139 - yield helpful experience for configuring Tom's computer next week.
301141 - ..
301142 - Tom has not obtained the CD from Jerry for installing SDS, but will do
301143 - so when he returns from vacation next week. He can copy the files to
301144 - his computer to be prepared for configuration when we call. Work on
301145 - improvements to SDS will be completed and an update will be put on the
301146 - web that will supplement what is on the CD to finalize configuration
301147 - next Tuesday.
301149 - A question that arises is whether CSG has a technical support team
301150 - who configures computers. Do these folks need to be consulted
301151 - about using SDS on the CSG network; or does each person perform
301152 - this work for themselves?
301154 - ..
301155 - Tom initially considered setting the hour allocated by CSG for
301156 - learning SDS to occur at the end of each day, OA 1600. Upon
301157 - discussion, he feels that often emergency tasks arise that take time
301158 - at the end of the day, so he instead he will work on SDS early in the
301159 - morning at 0700. Tom indicated he expects there will be flexibility
301160 - to allocate time to learning SDS as needed, and that as skills grow
301161 - and SDS begins to be part of daily work practice, then a transition
301162 - will occur where SDS becomes an increasing share of his time, as
301163 - occurred with Gary at Aerospace company.
301165 - ..
301166 - We reviewed the task planned during the call on 031002 to make a
301167 - survey of POIMS and develop correlations with CSG operations in
301168 - relation to good management practice. Discussed spending 20 minutes
301169 - or so reading the first 5 - 10 para of POIMS, down to the explanation
301170 - of "intelligence," rather than trying to read the whole thing at once.
301172 - See if the answer to Tom's question in his letter on 031003 about
301173 - the purpose of SDS can be discerned from that initial reading, and
301174 - write some analysis and question to develop understanding on this
301175 - point. This is adequate preparation for beginning to learn SDS,
301176 - given that Jerry has already made a fairly extensive survey shown
301177 - by his letter on 030708. ref SDS 1 7L6J
301179 - ..
301180 - We need to find out if Jeff Anderson wants to be included in the
301181 - communication stream on working with Tom, so he has a sense of
301182 - objectives and progress, per telecon on 031002 where Jerry advised
301183 - that Tom's time is allocated by Jeff. ref SDS 3 GQ93
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