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: December 5, 2003 08:30 AM Friday; Rod Welch

SDS project conference call review progress at Aerospace company and CSG.

1...Summary/Objective
....1...Attendance...
........Jerry Nord Accomplishments on SDS...
........Gary Accomplishments on SDS...
....Demand Grows for Good Management to Work Intelligently
....Turning on Light of Intelligence Put SDS on Aerospace company Intranet
....Transformation Delivering Goods Grows Demand to Work Intelligently
....Links and Access on Intranet Turn on the Light of Intelligence
........Rod Welch Accomplishments on SDS...
........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
........Communication Daily for Learning SDS Reported in SDS Record
....3...Agreement Revisions on Time and Staff
........Install SDS on Jerry's Computers
........Strategic Vision
....4...Briding Gap Between IT and Knowledge Using SDS
........Marketing Materials and Opportunity to Tell the SDS Story
....5...SDS Foundational Documents
........Respond to Calls for Professional Papers

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

1...However, the matter is becomming more critical as the end of
2...Gary asked about a product scope listing the features, and

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
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 64 0000. ref SDS 61 0000.
160802 -
160803 -
160804 -
160805 -
160806 -
160808 -  ..
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 Accomplishments on SDS...
161210 -
161211 -        a.  SDS installed
161212 -
161213 -            Today, we discussed installing updated code that has new
161214 -            features developed the past month.
161215 -
161216 -               [On 031209 submitted update to Gary that
161217 -               explains scope. ref SDS 69 0001
161219 -             ..
161220 -        b.  SDS records produced, discussed below. ref SDS 0 WA4N
161221 -
161223 -             ..
161224 -        c.  Strategic vision, below. ref SDS 0 O76R
161225 -
161227 -         ..
161228 -        Gary Accomplishments on SDS...
161229 -
161230 -        a.  Circle of Advocates, ref SDS 57 4284,
161231 -
161232 -            Discussed with Rod cultural awakening at Aerospace company several
161233 -            times the past week by identifying people in Gary's circle
161234 -            of influence (managers, colleagues, customer reps) who,
161235 -            from time to time in meetings, discussion and
161236 -            correspondence, voice care about SDS support for working
161237 -            "intelligently," which Gary raised on 020217. ref SDS 22
161238 -            1332  Considered focusing on empowering productivity with
161239 -            an accurate record and finding relevant information in time
161240 -            to be effective, which was cited as a solution for DOD
161241 -            work, in the record on 020217. ref SDS 22 9360
161243 -             ..
161244 -            The current focus is to engage the chief architect for the
161245 -            group in developing support to port the SDS record to a
161246 -            Aerospace company intranet.
161247 -
161248 -
161249 -
161250 -
1613 -

SUBJECTS
Demand SDS Records on Aerospace company Intranet Turn on Lights for Wor  ng Inte
People Care About SDS Records on Aerospace company Intranet Turn on Lig  s for W
Lowe, Paul Request SDS Records on Aerospace company Intranet Turn on Li  ts for
Attitudes Change Demand for SDS Links Grows Boss Wants Links in Email
Intelligence Organizational Memory Distribute SDS Record on Aerospace c  pany In
Demand SDS Records on Aerospace company Intranet Turn on Lights for Wor  ng Inte
Intranet Aerospace company Server Not Available at this Time for Distri  ting SD
Request SDS Records on Aerospace company Intranet Turn on Lights for Wo  ing Int
Demand SDS Records on Aerospace company Intranet Turn on Lights for Wor  ng Int

2511 -
251201 -     ..
251202 -    Demand Grows for Good Management to Work Intelligently
251203 -    Turning on Light of Intelligence Put SDS on Aerospace company Intranet
251204 -    Transformation Delivering Goods Grows Demand to Work Intelligently
251205 -    Links and Access on Intranet Turn on the Light of Intelligence
251206 -
251208 -             ..
251209 -        b.  Aerospace company Intranet, ref SDS 57 2I7N
251210 -
251211 -            Gary made progress this week when the Chief Architect,
251212 -            Paul, notified Gary that an SDS record, which mention the
251213 -            project incidentally and disclosed no substantitive
251214 -            information, was none-the-less discovered on the Internet,
251215 -            which conflicts with the classified status of the project.
251216 -            On 031203 Gary responded that the offending record was
251217 -            removed, and Paul then wrote back to discuss putting the
251218 -            project SDS record on the Aerospace company intranet.  Gary used this
251219 -            occassion to explain how SDS on an intranet would increase
251220 -            command and control by enabing the team to work
251221 -            "intelligently." ref SDS 68 MQ9O  On 031008 Paul was
251222 -            concerned that Gary needs help because supporting
251223 -            intelligence on a big project is too much work for one
251224 -            person. ref SDS 49 JU4T  The next step is for Gary to draft
251225 -            a decision paper for submission to management for approval,
251226 -            now that support for the effort may be expanding.
251227 -
251228 -                [On 031211 Gary's boss, Steve, requested that the SDS
251229 -                record be installed on the company intranet in order to
251230 -                turn on the lights for working "intelligently" by
251231 -                having access to links in SDS. ref SDS 70 5U6J
251233 -                 ..
251234 -                [On 040116 Paul disappointed that project records were
251235 -                deleted pursuant to direction from management.
251236 -                ref SDS 71 4L86
251238 -                 ..
251239 -                [On 040326 Gary discusses intranet support for SDS with
251240 -                the Operations Manager, Gil. ref SDS 72 NK4O
251242 -             ..
251243 -        c.  Action Item Review with Paul, ref SDS 57 427M,
251244 -
251245 -            This has not occurred, however, encountering an SDS record
251246 -            on the Internet provided an inadvertant opportunity for
251247 -            Paul to discover the advantage of making connections that
251248 -            create an audit trail for traceability to original sources,
251249 -            which is the core aspect of the SDS action item stysem.  As
251250 -            a result, there was some incremental awakening this week
251251 -            about the need to review action items.
251253 -             ..
251254 -        d.  David Allen, Franklin and Covey.
251255 -
251256 -            There was no discussion on this today following up review
251257 -            on 031113. ref SDS 64 TS4K
251258 -
251260 -         ..
251261 -        Rod Welch Accomplishments on SDS...
251262 -
251263 -        a.  Save F2 function.
251264 -
251265 -            Improved speed, capacity and reliability of SDS, reported
251266 -            on 031203. ref SDS 67 0001
251268 -             ..
251269 -        b.  Double click feature for fucntions keys turned out to be
251270 -            possible only for a very few tasks, rendering this method
251271 -            not a useful development path for expanding user interface.
251272 -            reported on 031129. ref SDS 65 0001
251274 -             ..
251275 -        c.  Developed support for Gary's initiative at Aerospace company to put
251276 -            the SDS record on an intranet by finding evidence Gary can
251277 -            cite showing a top military commander recognized that SDS
251278 -            enables people to work "intelligently," and experience
251279 -            using "intelligence" enabled by SDS showed substantial cost
251280 -            savings.
251281 -
251282 -
251283 -
251284 -
251285 -
2513 -

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

2805 -
280601 -         ..
280602 -        Productivity Improves by Working "Intelligently"
280603 -        Reporting Demonstrates Potential for Better Productivity
280604 -
280605 -        Follow up ref SDS 64 WA4N, ref SDS 61 WA4N.
280606 -
280607 -        Jerry has been backed up the past month working CSG issues
280608 -        related to downsizing and release of a product update.  Long 18
280609 -        hour work days and hectic a travel schedule to assist customers
280610 -        have prevented work on SDS, similar to Morris' report on
280611 -        920215, ref SDS 4 HJ8G, and again on 950705. ref SDS 10 7409
280613 -         ..
280614 -        Today, we reviewed the advantage of having SDS and support
280615 -        available when Jerry's schedule becomes less croweded and there
280616 -        is time for working on new skills.  The problems will still be
280617 -        there waiting for a solution when time is available to avoid
280618 -        the next round of downsizing, and to improve the next product
280619 -        update, so there is no need to feel pressured about not having
280620 -        enough time for SDS at this time.
280621 -
280622 -
280623 -
280624 -
280625 -
2807 -

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

3204 -
320501 -         ..
320502 -    2.  Launch Plan and Estimate of Time 1 Hour on Job and Home Work
320503 -
320504 -        Follow up ref SDS 54 LG4H.
320505 -
320506 -        We decided to defer learning SDS until conditions at CSG change
320507 -        so there is time to invest on this effort, per above.
320508 -        ref SDS 0 WA4N
320509 -
320510 -
320511 -
320512 -
320513 -
320514 -
320515 -
3206 -

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

3403 -
340401 -         ..
340402 -        Learning SDS First "Project" to Apply SDS and Com Metrics
340403 -
340404 -        Follow up ref SDS 64 FI5G, ref SDS 61 FI5G.
340405 -
340406 -        When things settle down, Jerry plans on daily contact with Rod
340407 -        on using SDS.  This will expedite the learning curve.
340409 -         ..
340410 -        Jonathan will have a school break in a few weeks, and there may
340411 -        be time for looking at SDS, however, this should not be a
340412 -        priority until there is a significant block of time, perhaps
340413 -        next summer will be better.
340414 -
340415 -
340416 -
340417 -
340418 -
340419 -
340420 -
340421 -
340422 -
3405 -

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

3503 -
350401 -         ..
350402 -        Benefits from Com Metrics Can Commence with Pro Bono Support
350403 -
350404 -        Follow up ref SDS 64 WB36, ref SDS 61 WB36.
350405 -
350406 -        Did not discuss this opportunity.
350407 -
350408 -
350409 -
350410 -
350411 -
350412 -
3505 -

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

4605 -
460601 -         ..
460602 -        Communication Daily for Learning SDS Reported in SDS Record
460603 -
460604 -        Follow up ref SDS 64 WB39, ref SDS 61 WB39.
460605 -
460606 -        Plans on 021023 for increased communication on SDS, ref SDS 57
460607 -        RN4J, have been frustrated by events at CSG, per above.
460608 -        ref SDS 0 WA4N
460610 -         ..
460611 -        Deferred further planning on communication until there is more
460612 -        time to think about SDS, per challenges described on 970910.
460613 -        ref SDS 12 3479
460614 -
460615 -
460616 -
460617 -
460618 -
460619 -
460620 -
460621 -
4607 -

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

7307 -
730801 -         ..
730802 -    3.  Agreement Revisions on Time and Staff
730803 -
730804 -        Follow up ref SDS 54 VA4S.
730805 -
730806 -        Rod is still behind schedule on amending the Agreement, planned
730807 -        to have been submitted on 031020. ref SDS 54 8W9Q  Delay is not
730808 -        critical, because the Contract can be amended anytime prior to
730809 -        the expiration next February, 2004. ref OF 1 0449
730811 -         ..
730812 -        However, the matter is becomming more critical as the end of
730813 -        the year approaches, so need to work on Amendment.
730814 -
730815 -
730816 -
730817 -
730818 -
7309 -

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

7605 -
760601 -         ..
760602 -        Install SDS on Jerry's Computers
760603 -
760604 -        Follow up ref SDS 64 WA6P, ref SDS 61 WA6P.
760605 -
760606 -        Discussed today updating SDS on Jerry's office and home
760607 -        computers to use recent improvements, per above, ref SDS 0
760608 -        PG90, and listed in the record on 000824. ref SDS 17 SP5O
760610 -         ..
760611 -        We need to do some testing to verify everything is working,
760612 -        including transfer batch files, noted during the conference
760613 -        call on 031113. ref SDS 64 TY4M
760614 -
760615 -
760616 -
760617 -
760618 -
760619 -
760620 -
7607 -

SUBJECTS
Medit Features for Programming Microsoft Outlook Express and Word to

7703 -
770401 -         ..
770402 -        Strategic Vision
770403 -    4.  Briding Gap Between IT and Knowledge Using SDS
770404 -
770405 -        Follow up ref SDS 64 O76R, ref SDS 54 O76R.
770406 -
770407 -        Questions on SDS in relation to the application Jerry and
770408 -        Jonathan are developing to improve Microsoft programs, have
770409 -        been deferred, per telecon on 030930. ref SDS 46 4Q5N   Issues
770410 -        on SDS data base structure that uses "time" as an organizing
770411 -        methodology are addressed in the record on 890523. ref SDS 1
770412 -        P13O  On 910810 Morris described the SDS as a dynamic
770413 -        integration of relational and hierarchial data base methods.
770414 -        ref SDS 2 7793
770416 -         ..
770417 -        Nothing significant resulted from the professional event that
770418 -        indicates Microsoft has discovered ideas for adding value to
770419 -        software programs in order to recover and retain market share
770420 -        from Linux and others, which Jerry indicated on 031113 might be
770421 -        a goal for Microsoft. ref SDS 64 ND52
770422 -
770423 -
770425 -         ..
770426 -        Marketing Materials and Opportunity to Tell the SDS Story
770427 -
770428 -        Follow up ref SDS 64 MC8L, ref SDS 61 MC8L.
770429 -
770430 -        Since the last meeting on 031113, Jerry reported in a letter
770431 -        that he and Jonathan have developed a business plan, and
770432 -        requested comments on how SDS has been incorporated into plans
770433 -        for evolving the initial product to improve Microsoft Outlook,
770434 -        into an eventual Windows version of an SDS-type program.
770436 -         ..
770437 -        Rod responded in a letter by agreeing to review the business
770438 -        plan.
770440 -         ..
770441 -        Jerry indicated today that increased time working on CSG
770442 -        matters, per above, ref SDS 0 WA4N, have delayed progress on
770443 -        the business plan.  Expect to have a draft ready for submission
770444 -        to get review comments in the next few weeks, or perhaps after
770445 -        the 1st of the year, since things seem to slow down during the
770446 -        holiday season.
770448 -         ..
770449 -        During the call today, Jerry related ideas for marketing the
770450 -        addon program to improve Microsoft Outlook for making meetings
770451 -        more productive, which should be a huge market shown by
770452 -        research on 940114. ref SDS 7 2290  Jerry mentioned an example
770453 -        where a customer is considering switching from Microsoft
770454 -        Express to use Outlook in order to benefit from the features in
770455 -        addon that Jerry and Jonathan have developed.
770457 -         ..
770458 -        Gary asked about a product scope listing the features, and
770459 -        Jerry indicated he can submit this for review.
770461 -         ..
770462 -        Once the program is deployed as part of daily work practice,
770463 -        examples of work product would be helpful.
770465 -         ..
770466 -        There has not been enough to review SDS powerpoint
770467 -        presentations...
770468 -
770469 -                f: 04 00067 00 ic cm.ppt
770470 -                f: 04 00067 00 ic rodx.ppt
770472 -                 ..
770473 -                http://www.welchco.com/03/00050/01/09/01/17/HTML/00104_files/frame.htm
770474 -
770475 -        ...which can be accomplished later for marketing support going
770476 -        forward.
770477 -
770479 -         ..
770480 -    5.  SDS Foundational Documents
770481 -        Respond to Calls for Professional Papers
770482 -
770483 -        Follow up ref SDS 64 GQ4L, ref SDS 61 GQ4L.
770484 -
770485 -        Everyone has been too busy the past few weeks to investigate
770486 -        submitting professional papers to grow a culture of knowledge
770487 -        that is conducive/receptive to ideas for improving management
770488 -        productivity and earnings, discussed on 031113. ref SDS 64 GQ4L
770490 -         ..
770491 -        Gary's work with Paul at Beoing did yield an initiative to
770492 -        prepre a paper for approval on using the Aerospace company intranet to
770493 -        distribute the SDS record, based on the important concept of
770494 -        "organizational memory." ref SDS 66 IR4V  This might provide a
770495 -        foundation to add to other foundational documents that could
770496 -        become a professional paper on using intranets for working
770497 -        intelligently.  Possible synergy here.
770498 -
770499 -
770500 -
770501 -
770502 -
770503 -
770504 -
770505 -
770506 -
770507 -
770508 -
770509 -
770510 -
7706 -
Distribution. . . . See "CONTACTS"