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 30, 1990 12:30 AM .......; Rod Welch

Meeting with Mike Loscavio re meeting on POIMS/SDS.

1...Summary/Objective
2...Reporting & Analysis
3...Welch background


..............
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CONTACTS 
0201 - Rusher & Loscavio                                                                                                                                                  O-00000169 0101
020101 - Mr. J. Michael Loscavio

SUBJECTS
SDS Marketing, Sales, Education, institutional courses
Customer Perceived Value, Thinking Through Writing
Human Memory, SDS Emulates
Writing & Subject Indexing, 910418, 930118
Remembering (linked records)
SDS Explanation
Poetry, Harmony, Creativity
Harmony of Integrated Management Improves
Analysis Converts Information into
Knowledge Space Paradigm Shift from Documents
New Way Thinking Through Writing Write Story to Construct Meaning Con

1913 -
1913 -    ..
1914 - Summary/Objective
1915 -
191501 - Follow up
191502 -
191503 - Explained Welch background in contracting, litigation and computers.
191505 -  ..
191506 - Submitted set of POIMS marketing literature, ref OF 1 - 3.  Mike
191507 - examined this material briefly while I ate lunch.
191509 -  ..
191510 - POIMS = personal and organizational integrated management support.
191512 -  ..
191513 - POIMS provides harmony and support between related management tasks
191514 - performed by an individual, and between the work of individuals and
191515 - the objectives and resources of organizations.
191516 -
191518 -  ..
191519 - Reporting & Analysis
191520 -
191521 - Mike commented that SDS seems geared toward industries where reporting
191522 - is a major activity, e.g. contracting, government, R&D.
191523 -
191524 - I explained that SDS based on POIMS theory of "reporting" integrates
191525 - recording information, ref OF 3 2300, with the analytic and planning
191526 - functions.  It converts personal knowledge and ideas into a resource
191527 - for creating new ideas, greatly enhancing the common practice of
191528 - "thinking" in three ways:
191529 -
191530 -      [On 001219 SDS steps for new way of working. ref SDS 8 QT6F
191531 -
191532 -    1.  Knowledge and ideas from prior related events and documents are
191533 -        immediately available in SDS to ascertain context, maintain
191534 -        alignment, and avoid duplication and conflict.
191536 -         ..
191537 -    2.  Knowledge "connecting the dots" of cause and effect can be
191538 -        constructed, crafted, and refined by quickly trying alternate
191539 -        forms juxtaposed against prior knowledge.  Ordinary thinking is
191540 -        highly transitory in the conscious span of attention.  The
191541 -        human mind holds associations of structure and alignment for
191542 -        only about a minute, and even less when flooded by a constant
191543 -        flow of information from continual meetings, calls, and
191544 -        documents.
191545 -
191546 -            [On 950204 developed idea further than human memory is
191547 -            fragile. ref SDS 4 0550
191549 -             ..
191550 -            [On 990303 research in cognitive science shows people can
191551 -            only manage at most 7 subjects. ref SDS 5 5328
191553 -         ..
191554 -    3.  Alphabet technology enables a system of literacy to construct
191555 -        an external representation using physical objects that can be
191556 -        interpreted according to rules which preserves structure and
191557 -        alignment for years of otherwise fleeting and amorphous
191558 -        internal thoughts. (see POIMS, ref OF 3 ER3G)  This thousand
191559 -        fold increase in span of attention, enables assembling and
191560 -        comparing a much wider range of experience, which in turn
191561 -        increases the chance of forming consistent patterns of thought
191562 -        that accommodate reality (i.e. "good" ideas).  Literacy solves
191563 -        limited span of attention by documenting the record of daily
191564 -        events.  Records management stores, finds, and organizes
191565 -        documents relevant to current requirements for analysis,
191566 -        decisions, and actions.
191567 -
191568 -           [On 991108 literacy improved tradition of poetry that aided a
191569 -           culture formerly totally reliant on orality. ref SDS 6 4960
191571 -         ..
191572 -    4.  SDS is an integrated environment that emulates human thought in
191573 -        combining forms of information into a single stream connected
191574 -        into a web of cause and effect based on subject context.  This
191575 -        is a significant advance over traditional use of documents,
191576 -        leading to a new paradigm of Knowledge Space.
191578 -  ..
191579 - I call this process "deliberative analysis".
191581 -  ..
191582 - The key to SDS is giving people a tool to quickly and easily capture
191583 - and "recycle" knowledge and ideas.  Writing in SDS is easy and fun,
191584 - supplanting the draconian drama of dealing with externals (i.e.
191585 - getting the "file," crafting language in hard media, getting someone
191586 - to type it, back and forth of editing). that impede widespread use of
191587 - this tool by busy managers.
191589 -  ..
191590 - To underscore the contribution of SDS to attaining improved manage-
191591 - ment performance, I mentioned Jeremy Campbell's new book, "The
191592 - Improbable Machine," Simon and Schuster, 1989.  It is an insightful,
191593 - assiduous treatment of how the "...mind really works," based upon
191594 - recent efforts in the field of artificial intelligence.  Campbell
191595 - reaches conclusions inherent in POIMS technology and applied in SDS,
191596 - per ref SDS 1 line 42.
191598 -  ..
1916 -
1917 - Personal Development
1918 -
191801 - Mike made the point that in order for SDS to sell, people have to
191802 - recognize a personal benefit to be derived.
191803 -
191804 - I cited the "sugar" of having immediate access to SDS data through a
191805 - chronology, and alternatively through "subjects," similar to the way
191806 - the mind recalls information.  It becomes addictive to record what
191807 - was said and done, what was meant, and what should be done -- these
191808 - are the things people like to look up later on.
191810 -  ..
191811 - The ability to "create" ideas through the SDS reporting environment,
191812 - and convert them instantly to controllable action items is another
191813 - benefit.
191815 -  ..
191816 - The ultimate benefit can be analogized to the pull commanded by pop
191817 - self-improvement movements during the seventies and eighties, e.g.
191818 - EST, Forum, Life Spring, Channeling, etc.  These efforts yield
191819 - ephemeral benefits to participants, lasting through the period of
191820 - exposure to the "training" environment, but not much more.  For the
191821 - most part they provided dynamic exchange of ideas with others,
191822 - commonly called "brainstorming."  SDS uses this principal, but its
191823 - impact is lasting because:
191824 -
191825 -    a.  We can "brainstorm" with ourself and with others without the
191826 -        need to assemble a big group in the woods.
191828 -         ..
191829 -    b.  We can challenge ourself to "brainstorm" everyday all day
191830 -        long because SDS deals with something that is constantly
191831 -        before us:  our personal schedule and record of performance.
191832 -        Outside encouragement is less necessary with SDS.  Without
191833 -        SDS the practice diminishes and ceases over time.
191835 -         ..
191836 -    c.  Our thinking is "saved" for reuse by ourselves and others, so
191837 -        ideas do not fade with time, but rather comprise a tangible
191838 -        end product.
191840 -  ..
1919 -
1920 -
1921 - Lecture at GGU
1922 -
192201 - Mike will arrange for me to lecturer in his executive MBA class,
192202 - which begins next month.
192204 -  ..
192205 - He feels this might be a "slow" way to get the word out about SDS.
192207 -  ..
192208 - I indicated my objective is to test the concepts of POIMS technology
192209 - in a rigorous environment.  This will disclose objections and fears
192210 - people have about SDS and thereby permit formulating solutions to
192211 - allay them, as well as product improvements.
192213 -  ..
192214 - Additionally, I want to build credibility in POIMS as a technology
192215 - through academic exposure.
192217 -  ..
192218 - I would like to build demand for scholastic development of skill in
192219 - SDS, since it is something like writing and math that can be used
192220 - throughout a career, as a basic utility.
192221 -
192222 -
192223 -
192224 -
1923 -

SUBJECTS
Welch Background Leading to SDS, POIMS,
Meeting Mike Loscavio on SDS Presentation on POIMS and SDS at Golden

2104 -
210501 -  ..
210502 - Welch background
210503 -
210504 - Guest lecturer on two occasions at Stanford for John Fondahl's
210505 - Construction Management class.  This dealt the holdings and
210506 - implications of Welch v.  State of California, 139 Cal Ap 3d, 586.
210507 - This is the last major case in California on public works contracting
210508 - and competitive bidding.
210509 -
210510 -     [On 000723 background in Welch v California, ref SDS 7 0001, and
210511 -     history of SDS development. ref SDS 7 0008
210512 -
210514 -  ..
2106 -
2107 - Questions
2108 -
210801 - Left with Mike the outline for our meeting, that sets out following
210802 - questions, which he might consider.
210803 -
210805 -  ..
210806 - Need to know where SDS Theory might be published to get POIMS into
210807 - management lexicon, get the ideas discussed and debated.
210809 -  ..
210810 - Incorporate POIMS and SDS into business school curriculum.
210812 -  ..
210813 - Need someone to research the concept of Subject Index and Functions
210814 - across industry lines.
210816 -  ..
210817 - Someone do a phd paper on POIMS.
210819 -  ..
210820 - Contacts at other Universities to introduce POIMS.
210822 -  ..
2109 -
2110 -
2111 - Marketing Support by R&L
2112 -
211201 - Mike asked how I make a living while trying to start the revolution in
211202 - POIMS.
211204 -  ..
211205 - Explained periodic assignments in consulting, and asked Mike to keep
211206 - an eye out for positions where I might provide short term sup- port
211207 - like the position with Tudor Engineers (explained in the letter from
211208 - Montana DNRC which I left him).
211210 -  ..
211211 - Essentially, this is developers, contractors, engineers -- anyone
211212 - engaged in project work that is having difficulty getting the
211213 - results they want.
211215 -  ..
211216 - To assist in this, submitted herein resume, ref OF 6.
211217 -
211218 -
2113 -
Distribution. . . . See "CONTACTS"