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: October 23, 2003 01:00 PM Thursday; Rod Welch

Progress review conference call on SDS; planned time for training.

1...Summary/Objective
........Productivity Improves by Working "Intelligently"
........Reporting Demonstrates Potential for Better Productivity
....2...Launch Plan and Estimate of Time 1 Hour on Job and Home Work
........Learning SDS First "Project" to Apply SDS and Com Metrics
........Benefits from Com Metrics Can Commence with Pro Bono Support
........Going Dark Avoided by Regular Communication
........Communication Daily for Learning SDS Reported in SDS Record
....3...Agreement Revisions on Time and Staff
........Install SDS on Jerry's Computers
...........Transfer Batch File Revisions Needed
........Strategic Vision
....4...Briding Gap Between IT and Knowledge Using SDS
........Microsoft Program Data Extraction
........Address Book Extracted from Outlook
........Marketing Materials and Opportunity to Tell the SDS Story

ACTION ITEMS.................. Click here to comment!

1...We need a list of addresses in Outlook and this has proven

CONTACTS 
0201 - CSG Systems Inc.                                                                                                                                                   O-00000795 0404
020101 - Mr. Jerry J. Nord

SUBJECTS
Teleconference CSG SDS Project Launch
Project Launch Plan SDS at CSG Teleconference
Plan Launch SDS Project at CSG Teleconference
CSG Teleconference SDS Project Launch

1606 -
1606 -    ..
1607 - Summary/Objective
1608 -
160801 - Follow up ref SDS 45 0000. ref SDS 38 0000.
160802 -
160803 -
160804 -
160805 -
160806 -
160807 -
160808 -
160810 -  ..
1609 -
1610 -
1611 - Discussion
1612 -
161201 - SDS Project Launch Meeting...
161202 -
161203 - This meeting continues prior work to enable CSG employees to use SDS
161204 - for the purpose of business evaluation called out in the Agreement,
161205 - ref OF 1 0001, signed on 030724.
161206 -
161207 -    1.  Attendance...
161208 -
161209 -        Jerry Nord
161210 -
161211 -           Accomplishments this past week on SDS Project.
161212 -
161214 -         ..
161215 -        Gary
161216 -
161217 -           Accomplishments this past week on SDS Project at Aerospace company
161218 -
161219 -              Taking notes on Aerospace company tasks in realtime using SDS for
161220 -              telephone events, like this conference call.
161222 -               ..
161223 -              SDS on Aerospace company Intranet going slow; working on developing
161224 -              new contacts.
161226 -               ..
161227 -              Action Item review with Paul has been scheduled several
161228 -              times and then deferred.  This is a major task for
161229 -              demosntrating SDS support for the  combat deliverable to
161230 -              improve C4IS4 (Communication, Command Control, Computers,
161231 -              Intelligence...).
161233 -               ..
161234 -              Circle of advocates among Aerospace company staff who receive SDS
161235 -              records.
161236 -
161238 -         ..
161239 -        Rod Welch
161240 -
161241 -           Accomplishments this past week
161242 -
161243 -              SDS development.
161244 -
161245 -                  [See report on 031026. ref SDS 46 WM51
161247 -               ..
161248 -              Support for Gary at Aerospace company
161250 -               ..
161251 -              Support for Jerry at CSG
161252 -
161253 -
161254 -
161255 -
161256 -
161257 -
1613 -

SUBJECTS
Tom Submit Report on SDS Project Launch Teleconference Demon
Began Writing Reports on Meetings Acquired Ex-oficio Titl
Scribe Outdated Title for 21st Century Requirements to Perform Analys

1905 -
190601 -         ..
190602 -        Productivity Improves by Working "Intelligently"
190603 -        Reporting Demonstrates Potential for Better Productivity
190604 -
190605 -        Follow up ref SDS 45 WA4N, ref SDS 38 WA4N.
190606 -
190607 -        Jerry is getting up to speed using SDS, so he can use SDS to
190608 -        plan, perform and report on the work.
190609 -
190610 -
190611 -
190612 -
190613 -
190614 -
190615 -
1907 -

SUBJECTS
Time Estimate Learning Implementing SDS
1 Hour on Job for Learning SDS Requires Home Work Tom Gilbert

2304 -
230501 -         ..
230502 -    2.  Launch Plan and Estimate of Time 1 Hour on Job and Home Work
230503 -
230504 -        Follow up ref SDS 45 LG4H.
230505 -
230506 -        Jerry will call next Tuesday afternoon for help with learning
230507 -        SDS.
230508 -
230509 -
230510 -
230511 -
230512 -
2306 -

SUBJECTS
Learn SDS 1st Project for Applying SDS at CSG for 2 Months

2503 -
250401 -         ..
250402 -        Learning SDS First "Project" to Apply SDS and Com Metrics
250403 -
250404 -        Follow up ref SDS 45 FI5G, ref SDS 38 FI5G.
250405 -
250406 -        Jerry has started going through the training records in SDS.
250407 -        Circumstances required work Sat through Monday at CSG.
250409 -         ..
250410 -        Jerry plans to spend more time learning SDS after the current
250411 -        crisis at CSG passes.
250413 -         ..
250414 -        When things settle down, Jerry plans on daily contact with Rod
250415 -        on using SDS.  This will expedite the learning curve.
250417 -         ..
250418 -        Jonathan will be home this weekend, and he may call Rod for
250419 -        help learning SDS.  Work on refining the Microsoft application
250420 -        that Jerry and Jonathan have developed naturally creates a
250421 -        demand on time available for doing other things.
250423 -         ..
250424 -        Jerry will call next Tuesday, 031028 after work OA 1830 for
250425 -        support learning SDS.
250426 -
250427 -
250428 -
250429 -
250430 -
250431 -
250432 -
2505 -

SUBJECTS
CSG Wants Immediate Return Benefits Improve Management Rod Can Do Pro

2603 -
260401 -         ..
260402 -        Benefits from Com Metrics Can Commence with Pro Bono Support
260403 -
260404 -        Follow up ref SDS 45 WB36, ref SDS 38 WB36.
260405 -
260406 -
260407 -
260408 -
260409 -
260410 -
2605 -

SUBJECTS
Meeting Daily Between Tom Gilbert and Jerry Nord and Rod Welch Avoid
Dark Avoid Maintain Frequent Daily Contact by Phone Email Communicati
Best Practices Communication Regular Avoid Going Dark Maintain Freque
Time Learning Create SDS Records Needs More Input from Rod Busy Impro
Communication Slows Going Dark Jerry Cites Problems at CSG Increase W
Going Dark Too Busy Being Busy Not Enough Time to Study SDS Learn New
Information Overload Buries Everyone Going Dark Not Enough Time for C
Going Dark Too Busy Being Busy Not Enough Time to Study SDS Learn New
Communication Declines Due to Increased Work Load Trying to Recover f

5611 -
561201 -         ..
561202 -        Going Dark Avoided by Regular Communication
561203 -        Communication Daily for Learning SDS Reported in SDS Record
561204 -
561205 -        Follow up ref SDS 45 WB39, ref SDS 38 WB39.
561206 -
561207 -        Daily communication to help Jerry learn SDS has been slowed by
561208 -        recent events at CSG causing possible staff changes, which is
561209 -        addressed in part by a letter to Jerry and Gary, ref DIT 1
561210 -        0001, on planning the conference call today.
561212 -         ..
561213 -        Jerry wrote in response, ref DRT 1 0001, saying....
561214 -
561215 -           Sorry about "going dark" on this.  CSG is in a state of
561216 -           confusion until the 28th (Qrtly report to be made public).
561217 -           Will hold conference call and discuss schedule for next
561218 -           week.  Think I need to lock time down to talk with Rod on a
561219 -           daily, every-other-day basis.
561221 -         ..
561222 -        Jerry's plans to avoid "going dark" follow discussion on
561223 -        030620, when Jerry raised the challenge of maintaining progress
561224 -        through regular communication. ref SDS 18 6W51
561226 -         ..
561227 -        Jerry explained during the conference call today plans for
561228 -        increased communication on SDS, per above. ref SDS 0 RN4J
561229 -
561230 -            [On 040205 Jerry reports snow in Omaha reflects blizzard of
561231 -            information overload that is reducing ability to
561232 -            communicate regularly on SDS and Com Metrics. ref SDS 47
561233 -            KE54
561234 -
561235 -
561236 -
561237 -
561238 -
5613 -

SUBJECTS
Dates Change Agreement that to Reflect Revised Starting Dates Agreeme
Gilbert, Tom Listed as Signature on Revised Agreement on SDS Review a
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem
Approved CSG Performing Agreement on Using SDS
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem

8307 -
830801 -         ..
830802 -    3.  Agreement Revisions on Time and Staff
830803 -
830804 -        Follow up ref SDS 45 VA4S.
830805 -
830806 -        Rod is behind schedule on amending the Agreement, planned to
830807 -        have been submitted on 031020. ref SDS 45 8W9Q
830809 -         ..
830810 -        This delay is not critical, because it can be issued anytime
830811 -        prior to the expiration of the Agreement in February,2004.
830812 -        ref OF 1 0449
830814 -         ..
830815 -        None-the-less it is helpful for everyone to work on the
830816 -        Amendment in order to maintain focus on scope and accomplishing
830817 -        goals.
830818 -
830819 -
830820 -
830821 -
830822 -
8309 -

SUBJECTS
SDS Installation for Jerry Nord Completed to Complement Tom Gilbert L
Nord, Jerry Install SDS on CSG Network to Learn and Use SDS
Teleconference CSG SDS Project Launch

8605 -
860601 -         ..
860602 -        Install SDS on Jerry's Computers
860603 -
860604 -        Follow up ref SDS 45 WA6P, ref SDS 38 WA6P.
860605 -
860606 -        This has been accomplished, per Jerry's report on 031016.
860607 -        ref SDS 45 WA4N
860609 -         ..
860610 -        Jerry related today that FTP is up and running now on his home
860611 -        computer.
860612 -
860614 -            ..
860615 -           Transfer Batch File Revisions Needed
860616 -
860617 -           Discussed today recent discovery that to maintain SDS
860618 -           program code when updates are sumbitted, the standard pkzip
860619 -           command string in the file...
860620 -
860621 -                     c: 01 02 rcv.bat
860622 -
860623 -           ...has to be modified by removing the -n param. ref OF 16
860624 -           4T4I
860626 -            ..
860627 -           When Jerry calls next Tuesday, per planning above,
860628 -           ref SDS 0 8P5J, we will review transferring batch ops from
860629 -           Jerry to Rod and from Rod to Jerry.
860630 -
860631 -
860632 -
860633 -
860634 -
860635 -
860636 -
8607 -

SUBJECTS
Medit Features for Programming Microsoft Outlook Express and Word to

8703 -
870401 -         ..
870402 -        Strategic Vision
870403 -    4.  Briding Gap Between IT and Knowledge Using SDS
870404 -
870405 -        Follow up ref SDS 45 O76R.
870406 -
870407 -        Jerry has a list of questions on SDS in relation to the
870408 -        application he and Jonathan are developing to improve Microsoft
870409 -        programs.  He plans to submit the list shortly to Morris, per
870410 -        telecon on Tuesday, 030930. ref SDS 37 4Q5N
870412 -         ..
870413 -        Some of the questions relate to the data base structure of SDS
870414 -        that uses "time" as an organizing methodology, noted by Jack
870415 -        Park on 001130, ref SDS 11 H17O, and discussed in detail on
870416 -        890523. ref SDS 1 P13O
870418 -         ..
870419 -        On 910810 Morris described the SDS as a dynamic integration of
870420 -        relational and hierarchial data base methods. ref SDS 2 7793
870422 -         ..
870423 -        We reviewed Gary's experience working with SDS the past year,
870424 -        and with Microsoft programs the past 20 years.  Gary is
870425 -        developing a list of issues for bridging the gap between the
870426 -        two (2) worlds of information and knowledge that complements
870427 -        Morris' experience with Microsoft programs and his work on
870428 -        Medit to support SDS development.
870430 -         ..
870431 -        Jerry will submit the questions he and Jonathan develop to
870432 -        Morris and Gary with a copy to Rod.
870433 -
870434 -
870436 -         ..
870437 -        Microsoft Program Data Extraction
870438 -        Address Book Extracted from Outlook
870439 -
870440 -        Gary asked about Jerry's experience extracting information from
870441 -        Microsoft programs?
870443 -         ..
870444 -        We need a list of addresses in Outlook and this has proven
870445 -        difficult to accomplish.
870447 -         ..
870448 -        Jerry will investigate this issue and submit feedback next
870449 -        week.
870450 -
870452 -         ..
870453 -        Marketing Materials and Opportunity to Tell the SDS Story
870454 -
870455 -        Jerry's letter on 031015 led to discovery of additional
870456 -        Powerpoint presentations. ref SDS 43 XS81
870457 -
870458 -                   f: 04 00067 00 ic cm.ppt
870459 -                   f: 04 00067 00 ic rodx.ppt
870461 -         ..
870462 -        Jerry will examine these two presentations in relation to the
870463 -        standard SDS powerpoint presentation on the Internet....
870464 -
870465 -                http://www.welchco.com/03/00050/01/09/01/17/HTML/00104_files/frame.htm
870467 -         ..
870468 -        He will be traveling to Minnisoto this weekend, and will try to
870469 -        work on analysis Jerry's vision for the project he and Jonathan
870470 -        are developing to expand Outlook toward SDS capabilities, per
870471 -        Microsoft's recommendation noted by Jerry during the conference
870472 -        call last week on 031016. ref SDS 45 IR5M
870474 -         ..
870475 -        This strategy could entail Jonathan working through the SDS
870476 -        material so that he can assist Jerry in getting up to speed.
870478 -         ..
870479 -        Jerry explained plans to develop whiteboard support for the
870480 -        Microsoft NetMeeting program.  This will expedite design and
870481 -        planning conferences using the telephone.
870483 -         ..
870484 -        We concluded the meeting today by reviewing the record showing
870485 -        the need for "knowledge" and "intelligence" support is growing
870486 -        as a result of success increasing the speed of information.
870487 -        More meetings, calls, email and documents grows the need for
870488 -        the ability to connect the dots that give people command and
870489 -        control of the work.  SDS provides a proof of concept.  Gary's
870490 -        work at Aerospace company demonstrates "intelligence" support has a role
870491 -        on the job.  People welcome SDS support when delivered with a
870492 -        3-layer architecture, discussed on 020820. ref SDS 15 0001
870494 -         ..
870495 -        SDS records on the Internet demonstrate that SDS can "deliver
870496 -        the goods," by delivering "anytime, anywhere intelligence" and
870497 -        this directly improves peoples lives, shown by the growing
870498 -        number of people calling and writing to say thanks for solving
870499 -        medical problems, cars, computers, management, etc., per the
870500 -        list in the record on 020708. ref SDS 14 MZ6O
870502 -         ..
870503 -        The ability to work out a solution and then to make that
870504 -        solution available to everyone significantly leverages the
870505 -        value of knowledge.  The SDS design that results in records
870506 -        appearing near the top of an Internet search further enhances
870507 -        the value of intelligence.
870508 -
870509 -
870510 -
870511 -
870512 -
870513 -
870514 -
870515 -
870516 -
870517 -
870518 -
870519 -
870520 -
8706 -
Distribution. . . . See "CONTACTS"