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: April 15, 2004 11:18 AM Thursday; Rod Welch

SDS submitted to Architecture Committee for Aerospace company standard.

1...Summary/Objective
2...Architecture Committee Needs Explanation of SDS
3...Define SDS for Architecture Committee Review Process
4...SDS Definition for Architecture Committee Review Process
5...SDS Standard Organizational Memory Intelligence Chronology Context


..............
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CONTACTS 

SUBJECTS
AIC Explain SDS Standard Organizational Memory Communication Metrics

1503 -
1503 -    ..
1504 - Summary/Objective
1505 -
150501 - Follow up ref SDS 6 0000
150502 -
150503 - Gary called this morning and explained Gil Caughman was contacted by
150504 - the Architecture Committee for an explanation of SDS that can be
150505 - considered as a company standard, based on Gil's earlier request.
150506 - ref SDS 0 2O87  Gary submitted a letter with suggestions on what to
150507 - emphasize in explanation of SDS for submission to the Architecture
150508 - Board. ref SDS 0 JT9S  Prepared a few alternate explanations of SDS,
150509 - starting with the recent agreement on evaluating SDS at Aerospace company.
150510 - ref SDS 0 V43O  To the prior foundation, added new language for Com
150511 - Metrics. ref SDS 0 V466  Gary then submitted a letter to Gil,
150512 - ref SDS 0 G54P, with an explanation of for submission to the Committee
150513 - that has ideas we both developed. ref SDS 0 9H6F  Review showed that
150514 - Gary's idea about the power of SDS for integrating chronology with
150515 - context that leverages intelligence, might be helpful for the
150516 - Architecture Committee to consider. ref SDS 0 GW3N  This was submitted
150517 - for supplemental review by Gary and Gil. ref SDS 0 KZ5O
150518 -
150519 -     [On 040416 request copy of submission to Aerospace company Architecture
150520 -     Committee. ref SDS 7 0001
150522 -      ..
150523 -     [On 040426 letter from Gary transmits explanation of SDS that was
150524 -     submitted to the Architecture Committee. ref SDS 8 0001
150525 -
150526 -
150527 -
150529 -  ..
1506 -
1507 -
1508 - Progress
1509 -
150901 - Architecture Committee Needs Explanation of SDS
150902 - Define SDS for Architecture Committee Review Process
150903 - SDS Definition for Architecture Committee Review Process
150904 -
150905 - Gary called this morning and explained something about Gil having
150906 - previously made a submission on SDS to the company Architecture
150907 - Committee (AIC) to support a procurement for using SDS on the project.
150908 - Later, it turned out that the evaluation agreement, ref OF 1 0001,
150909 - received from the company on 040317, ref SDS 3 0K5J, and later signed
150910 - and fully executed on 040325, ref SDS 4 0001, and then reported to the
150911 - M&S group for the project to be "good to go" on 040402, ref SDS 5
150912 - LN7T, did not require review nor approval by the AIC.
150914 -  ..
150915 - Gary further reported that Gil just visited and advised that he
150916 - received a call today from someone with the Architecture Committee and
150917 - they want a broader explanation of SDS than Gil initially submitted.
150919 -  ..
150920 - As a result, it appears that having submitted SDS to the Architecture
150921 - Committee, there is a process underway, even though the submission
150922 - turned out to be unnecessary for the original purpose.
150923 -
150924 -     [On 040416 request copy of submission to Aerospace company Architecture
150925 -     Committee. ref SDS 7 0001
150927 -      ..
150928 -     [On 040426 letter from Gary transmits explanation of SDS that was
150929 -     submitted to the Architecture Committee. ref SDS 8 0001
150931 -      ..
150932 -     [On 040818 ASB diagram shows steps in filing process. ref SDS 9
150933 -     R15N
150934 -
150936 -  ..
150937 - SDS Standard Organizational Memory Intelligence Chronology Context
150938 -
150939 - Gary seemed to indicate, during the call, that he and Gil have drawn
150940 - an inference from this new activity that there might be a chance for
150941 - SDS to be recognized by the Architecture Committee by listing on a
150942 - company inventory of products and services.  Gary further suggested
150943 - that, since SDS is a unique technology, there might be an opportunity
150944 - for SDS to be designated a Aerospace company "standard."  This requires some
150945 - careful work for defining a standard for something that is meaningful
150946 - to employees.  The general position is that SDS is the standard for
150947 - helping Aerospace company advance from information technology toward a culture of
150948 - knowledge.
150949 -
150950 -    Gary's letter has an attachment that expressly discussed setting
150951 -    SDS as a Aerospace company standard, but does not say for what. ref SDS 0 JU6S
150953 -     ..
150954 -    Looking at Gary's letter received below, and the format he
150955 -    included, not sure where the explanation of SDS fits in the scheme
150956 -    of the document. ref SDS 0 JP4K
150958 -     ..
150959 -    Gary's later letter to Gil says the description of SDS is for the
150960 -    section on "Situation." ref SDS 0 UG6U
150962 -  ..
150963 - Gil needs to answer the call from the rep with the Architecture
150964 - Committee later today.  He has asked Gary for an explanation of SDS
150965 - to submit back to the committee.
150967 -  ..
150968 - Gary wants some input today for explaining unique capabilities of
150969 - SDS.
150971 -  ..
150972 - A good place to start is Gary's letter to SRI on 040229, which was
150973 - received on 040301, ref SDS 2 JJ9O, and cited advantages of chronology
150974 - for organizing the record. ref SDS 2 GM6G  Analysis at that time on
150975 - 040301 referenced POIMS for an explanation of causation from capturing
150976 - the chronology of events, commonly called organizational memory,
150977 - history, knowledge and intelligence. ref SDS 2 JJ9O
150979 -  ..
150980 - Today, we considered explaining SDS based on the description in the
150981 - evaluation agreement, ref OF 1 CX3N, because Aerospace company approved that
150982 - document on 040325. ref SDS 4 0001
150984 -  ..
150985 - Gary has, also, submitted a letter on this matter and would like some
150986 - feedback on proposed wording for a description of SDS that Gil an send
150987 - to the Architecture Committee.
150988 -
150989 -    Looking at Gary's letter received below, and the format he
150990 -    included, not sure where the explanation of SDS fits in the scheme
150991 -    of the document. ref SDS 0 JP4K
150992 -
150993 -
150994 -
150995 -
150996 -
150998 -  ..
1510 -
1511 -
1512 - 1137
1513 -
151301 - Received ref DRT 1 0001 from Gary that says...
151302 -
151303 -    a.  Below is the text of the submission to the architecture
151304 -        committee. ref SDS 0 JP4K
151306 -  ..
151307 - Still, not sure where the explanation of SDS goes in the format Gary
151308 - submits below. ref SDS 0 JP4K
151310 -  ..
151311 - Gary continues...
151312 -
151313 -    b.  I am certain that you can't get to the site, but here is the
151314 -        URL
151315 -
151316 -             http://asc1.web.boeing.com/index.cfm?page=view_ar&ar=1269
151318 -         ..
151319 -    c.  Gil and I aren't certain whether this is the only input that
151320 -        they use (which seems foolish, but isn't impossible), or
151321 -        whether this is the beginning of a broader inquiry where we
151322 -        would have further opportunity for input. ref DRT 1 VT6G
151324 -         ..
151325 -    d.  Any input we want into this should be reasonably concise.  The
151326 -        data entry is via web form, so I doubt that any links will be
151327 -        active. ref DRT 1 QT6L
151329 -         ..
151330 -    e.  As guidelines, I think we want to:
151331 -
151332 -        1.  Use the term "organizational memory" rather than KM, as you
151333 -            suggest. ref DRT 1 LR7F
151334 -
151335 -        2.  Emphasize the *integration* and linking between the tools,
151336 -            rather than just the "office suite" laundry list.
151337 -            ref DRT 1 0S7K
151339 -             ..
151340 -        3.  Accent the existence of the Subject Index as a mechanism
151341 -            for improving access. ref DRT 1 9S7N
151343 -         ..
151344 -    f.  I really need to stress that we aren't so much trying to
151345 -        educate anyone into what SDS *is* as we are trying to insure
151346 -        that they know what SDS *is not*. We don't have to convince
151347 -        these people that SDS is the greatest thing since sliced bread,
151348 -        but merely(!) that SDS provides a set of capabilities that we
151349 -        deem valuable that they can find out on there own are not
151350 -        matched by any other software. ref DRT 1 BS8G
151352 -  ..
151353 - Still, not sure where the explanation of SDS goes in the format Gary
151354 - submits below. ref SDS 0 JP4K
151356 -  ..
151357 - Gary continues...
151358 -
151359 -    g.  Also, this thing has to be *short*. We can't go on for page
151360 -        after page and make any points. ref DRT 1 KS8O
151362 -         ..
151363 -    h.  That should be enough of a challenge for a bit! ref DRT 1 WS9I
151364 -
151365 -           [On 040426 letter from Gary transmits explanation of SDS
151366 -           that was submitted to the Architecture Committee.
151367 -           ref SDS 8 0001
151368 -
151369 -
151370 -        ****************************
151371 -
151373 -         ..
151374 -    1.  Title:  Schedule Diary System, ref DRT 1 JP4K
151376 -         ..
151377 -    2.  AR Number:  1269
151379 -         ..
151380 -    3.  Status:  Draft
151382 -         ..
151383 -    4.  Date Received:
151385 -         ..
151386 -    5.  Creator(s):   Johnson, Garold L, Baughman, Gilbert G,
151387 -        ref DRT 1 7T6G
151389 -         ..
151390 -    6.  Business Unit:  IDS
151392 -         ..
151393 -    7.  Requires Export License?:  NO
151399 -         ..
151400 -    9.  Situation
151401 -
151402 -        Gary J...... has procured by way of a no cost license agreement
151403 -        for B..... Non-standard software to put on his desktop to do
151404 -        his job for one year as an evaluation software on one computer
151405 -        only as approved by a no cost loan agreement between Aerospace company and
151406 -        the Welch Company. We would like to have this software
151407 -        evaluated for a B..... standard so that our other employees may
151408 -        be able to use this software as well at B...... A year from now
151409 -        we would like other employees capable of using it in the
151410 -        performance of their work. ref DRT 1 WU3H
151411 -
151412 -            [On 040416 notified Gary that this para needs work.
151413 -            ref SDS 7 OK3K
151415 -         ..
151416 -   10.  Target
151417 -
151418 -        The target would be a Dell Windows 2000 machine that would be
151419 -        on the B..... LAN. A year from now to be able to use this
151420 -        software on B..... equipment as a standard software.
151421 -        ref DRT 1 PU4I
151423 -         ..
151424 -   11.  Date Needed:  03/01/2004
151426 -         ..
151427 -   12.  Proposal
151428 -
151429 -        To evaluate this software against other similiar software that
151430 -        is available as to provide the best software with this full
151431 -        capability. ref DRT 1 3V5H
151433 -         ..
151434 -   13.  Sponsor Information
151439 -         ..
151440 -   15.  Board Affiliation:   BDSB
151442 -         ..
151443 -   16.  Additional Information
151445 -         ..
151446 -   17.  Changes to be made.
151447 -
151448 -
151449 -
151451 -  ..
1515 -
1516 -
1517 - 1153
1518 -
151801 - Submitted ref DIT 1 0001 to Gary saying...
151802 -
151803 -    a.  Thanks for good news in your call this morning, followed by
151804 -        your letter, shown below, asking for input on a submission to
151805 -        the Aerospace company Architecture Committee. Not sure what your time
151806 -        requirements are, but here are some initial impressions...
151807 -
151808 -            1.  As you expect, could not access the links in your
151809 -                letter to B..... internal resources, so this response
151810 -                is based on not having reviewed that information.
151811 -                ref DIT 1 0001
151813 -                 ..
151814 -            2.  The language in the agreement for B..... to evaluate
151815 -                SDS, ref OF 1 CX3N, seems like a helpful place to start
151816 -                for developing a description of SDS that can be
151817 -                submitted to the Architecture Committee. ref DIT 1 VZ6N
151818 -                The agreement says in part....
151819 -
151820 -                     "SDS is productivity software for integrating
151821 -                     personal and organizational memory of daily
151822 -                     working information from meetings, calls and
151823 -                     documents, enabling a management system of
151824 -                     Communication Metrics (see POIMS"
151826 -                      ..
151827 -                     http://www.welchco.com/03/00050/01/09/01/02/00030.HTM#0001
151829 -                 ..
151830 -                Notice that the agreement does not provide an active
151831 -                link, which you mentioned this morning, but does show a
151832 -                URL where people can get more information on POIMS.  If
151833 -                you find out that B..... supports links, all the
151834 -                better. ref DIT 1 N28F
151836 -                 ..
151837 -                The explanation in the agreement covers points in your
151838 -                letter this morning about emphasizing personal and
151839 -                organizational memory and management. ref DIT 1 N286
151840 -                It, also, emphasizes "integration" which is another
151841 -                factor recommended in your letter. ref SDS 0 JT9S
151842 -                Consideration might be given to provide a short
151843 -                explanation of...
151845 -                 ..
151846 -                Communication Metrics...
151847 -
151848 -                     "Communication Metrics complements traditional
151849 -                     cost and schedule control by using SDS to access
151850 -                     organizational memory for quickly verifying
151851 -                     accuracy of discussions and correspondence (e.g.,
151852 -                     email), based on context and alignment with
151853 -                     original sources in prior meetings, calls,
151854 -                     contracts, specifications, published policy and
151855 -                     procedure, and other forms of authority.
151856 -                     ref DIT 1 SS9F
151858 -                 ..
151859 -                This all seems a little long, but gives you something
151860 -                to edit. ref DIT 1 YJ4H
151862 -                 ..
151863 -                Another approach might be...
151865 -                 ..
151866 -                Intelligence --
151867 -
151868 -                     SDS provides an enterprise solution for
151869 -                     "intelligence" that makes good management fast and
151870 -                     easy by adding organization, analysis, alignment,
151871 -                     summary and feedback to continually refine the
151872 -                     accuracy of daily working information.  SDS
151873 -                     technology enables routine construction of
151874 -                     organizational memory for discovering little
151875 -                     deviations in time to avoid big problems that
151876 -                     otherwise cost lives, time and money, when left
151877 -                     unattended.  Timely intelligence from assembling
151878 -                     work history based on context, also, yields
151879 -                     lessons learned that make continual learning a
151880 -                     powerful tool for enterprise management.
151881 -                     ref DIT 1 YJ45
151883 -                 ..
151884 -                So this provides a number of ways to explain SDS based
151885 -                on POIMS. Once you settle on what you want to say, let
151886 -                me know if you need help finding relevant authority in
151887 -                POIMS or other other sources, e.g., Drucker, Grove,
151888 -                USAFIT, USACE, etc. ref DIT 1 ZK6H
151890 -                 ..
151891 -            3.  In all of these renderings, we never get to the subject
151892 -                index, per se, but rather emphasize that SDS makes
151893 -                creating intelligence and finding information fast and
151894 -                easy because "organization" is one of the 5 elements of
151895 -                "intelligence" supported by SDS. ref DIT 1 V46M
151897 -                 ..
151898 -            4.  Your point about helping people grasp that SDS is not
151899 -                similar to anything they are currently using is a good
151900 -                approach, and may be supported by the ideas under para
151901 -                2, which you and Gil can fine tune. ref DIT 1 V53R
151903 -                 ..
151904 -            5.  Is the 2nd part of your letter with the title "Schedule
151905 -                Diary System" the first draft of explaining SDS?  Has
151906 -                this part already been submitted to the committee, and
151907 -                the current task is to come up with the "elevator
151908 -                speech"? ref DIT 1 V53V
151910 -         ..
151911 -    b.  By copy will ask Morris for input, as well.  I mentioned that
151912 -        when you called this morning, he and I were in another telecon.
151913 -        ref DIT 1 R24I
151914 -
151915 -
151917 -  ..
1520 -
1521 -
1522 - 1251
1523 -
152301 - Received ref DRT 1 0001 from Gary to Gil submitting a description of
152302 - SDS that evidently is for the "Situation" portion of the submission
152303 - to the Architecture Committee.
152304 -
152305 -    1.  Below is the best we can do on short order as a better
152306 -        description of SDS.
152308 -         ..
152309 -    2.  If you think this is ok, go ahead and update the request.
152311 -         ..
152312 -    3.  This is the "Situation" portion. I have no quarrel with the
152313 -        rest.
152314 -
152316 -  ..
152317 - Gary's proposed description of SDS....
152319 -         ..
152320 -    1.  Improved Description of SDS
152321 -
152322 -        SDS is productivity software for integrating personal and
152323 -        organizational memory of daily working information from
152324 -        meetings, calls and documents, enabling a management system of
152325 -        Communication Metrics. See POIMS:
152326 -
152327 -           http://www.welchco.com/03/00050/01/09/01/02/00030.HTM#0001
152329 -         ..
152330 -    2.  Communication Metrics complements traditional cost and schedule
152331 -        control by using SDS access to organizational memory for
152332 -        quickly verifying accuracy of discussions and correspondence
152333 -        (e.g., email), based on context and alignment with original
152334 -        sources in prior meetings, calls, contracts, specifications,
152335 -        published policy and procedure, and other forms of authority,
152336 -        in order to get things done on time, within budget and
152337 -        correctly, so that daily work meets objectives, requirements
152338 -        and commitments to the customer.
152340 -         ..
152341 -    3.  SDS accomplishes this by a very tight integration of tools, and
152342 -        the ability to link any part of any record to any part of any
152343 -        other record, and providing much of that linkage automatically.
152344 -        The synergy that results from combining features that are
152345 -        otherwise separate makes it possible to organize material in
152346 -        many ways, and makes it far easier to locate information again
152347 -        than is the case with unintegrated tools.
152349 -  ..
152350 - Gary might consider adding another para that says something like....
152352 -         ..
152353 -        An example is the way SDS integrates chronology and organic
152354 -        structure.  Many technologies have diary or journaling support,
152355 -        including Microsoft Outlook.  SDS leverages the power of
152356 -        flexible structure by integrating both chronology and context
152357 -        for understanding cause and effect, which is the underlying
152358 -        engine of knowledge derived from human experience -- see POIMS.
152359 -        ref OF 6 1X6G  SDS provides a rich pallette of new tools for
152360 -        routinely constructing contextual chronologies, and SDS can
152361 -        assemble the history of events based on context, almost
152362 -        instantly, so that finding relevant information is fast and
152363 -        easy, leading to a meaningful concept of personal and
152364 -        organizational memory.  SDS support for context management
152365 -        integrated with linking on the Internet, and/or a secure
152366 -        company intranet, therefore, aids collaboration by delivering
152367 -        anytime, anywhere intelligence.
152369 -  ..
152370 - Gary continues....
152371 -
152372 -    4.  SDS makes use of a Diary of work performed to inform the work
152373 -        done on a daily basis by using a previous record a starting
152374 -        point for scheduled activity, and automatically linking
152375 -        discussion elements in the new record back to the previous one.
152377 -         ..
152378 -    5.  SDS provides a Subject Index that is an advance over the simple
152379 -        indexing available in other tools. Each subject can be phrased
152380 -        in any desired number of ways to make it easy to find again.
152381 -        Every record, and defined segments within records can be
152382 -        assigned many subjects, and these records and record segments
152383 -        can be found by searching the Subject Index.
152385 -         ..
152386 -    6.  SDS is a sophisticated program that requires training both in
152387 -        the program operation and in the management and information
152388 -        practices that the program is designed to support.
152390 -         ..
152391 -    7.  SDS, used by a trained person, has proven to be of immense
152392 -        value in situations where constant alignment of actions to
152393 -        commitments and prior decisions is vital.
152394 -
152396 -  ..
152397 - Gary has developed an excellent explanation of SDS and Com Metrics.
152399 -  ..
152400 - Gary's letter to SRI on 040229 and received on 040301 offers
152401 - additional ideas for explaining SDS. ref SDS 2 JJ9O
152403 -  ..
152404 - Earlier on 040221 SRI requested that Aerospace company make a presentation to the
152405 - CALO project on how SDS was applied on the  combat project.  Gary's
152406 - response on 040229 makes the point that a powerful dimension of
152407 - command and control, communication and intelligence comes from the
152408 - flexible structure of SDS, per above. ref SDS 0 2O40  Flexibility
152409 - occurs both in using chronology for capturing the sequence of cause
152410 - and effect, and, also, from the organic structure of the Subject
152411 - Index, which Gary lists in the current draft, per above. ref SDS 0
152412 - UG5Q  When combined with organic structure, this provides a
152413 - significant step toward augmenting intelligence through the plan,
152414 - perform, report process that automatically constructs chronologies of
152415 - cause and effect based on context.
152416 -
152417 -
152418 -
152420 -  ..
1525 -
1526 -
1527 - 1858
1528 -
152801 - Submitted ref DIT 1 0001 to Gary with a copy to Gil and to Morris for
152802 - information on Gary's point about the power of chronology, when
152803 - integrated with SDS support for context management, per above.
152804 - ref SDS 0 3E5N
152806 -  ..
152807 - The letter to Gary and Gil says...
152808 -
152809 -        If you guys get a "second bite at the apple" on explaining SDS,
152810 -        i.e., if anyone calls or asks a question, wants a
152811 -        clarification, then in any subsequent submission please
152812 -        consider adding to your excellent para 3. ref SDS 0 UG9V some
152813 -        language on chronology and context that together leverage human
152814 -        experience and augment intelligence, ref SDS 0 3E5N, along the
152815 -        lines set out in the record today. ref DIT 2 0001
152816 -
152817 -
152818 -
152819 -
152820 -
152821 -
152822 -
152823 -
152824 -
152825 -
152826 -
1529 -