CONTACTS 
0201 - O-0429 0401 Lillick & Charles          415 984 8200
020101 - Ms. Heather Horn, Manager, Computer Support

SUBJECTS
WMA Marketing
Customer Perceived Value
Product scope analysis
Competitive Products
Wordperfect Office
Evaluation by Outside
General; Marketing Materials
Brochure, Response to quality
of publication, 900710

0611 -    ..
0612 - Discussion
0613 -
061301 - Millie called with some questions from Heather re SDS.  Talked to
061302 - Heather.
061303 -
061304 - Compatibility with Novel
061305 -
061306 - They have 7 different network environments, that are connected for
061307 - messages.  Heather indicated documents can be passed between the
061308 - networks.  I explained this fact likely would permit creating a
061309 - common drive for SDS diary records.
061310 -
061311 -
061312 - Wordperfect Office/Library
061313 -
061314 - Heather feels "Office" and SDS are comparable.  She cited "schedule
061315 - coordination" and "Notebook" in Office, as similar to features in
061316 - SDS.  I asked about the data entry support from attornies needed for
061317 - schedule coordination.  Heather feels attornies are doing a good job
061318 - at this.  I mentioned that SDS schedule coordination results from
061319 - information attornies and managers create for themselves, rather than
061320 - something they must enter for the system.  This improves the chances
061321 - that "coordination" data is current and complete.
061322 -
061323 - Heather noted that "Office" retrieves information by "keyword" tech-
061324 - nology.  I briefly mentioned how SDS Subject Index procedures improve
061325 - upon "key word" data selection.  Heather noted that "keyword" selec-
061326 - tion is difficult to apply efficiently.
061327 -
0614 -
0615 -
0616 - Product Review from Manual
0617 -
061701 - Millie brought home the manual.  Page 10 and 11 summarize the
061702 - capabilities of Wordperfect Office.
061703 -
061704 - It provides "scheduling" but not "planning."
061705 -
061706 - The "Notebook" is a name and address system that permits users to
061707 - enter information in an organization record on a "3 x 5" card.
061708 -
061709 - See below for further review.
061710 -
061711 -
061712 -
0618 -
0619 - Follow Up
0620 -
062001 - Offered to give Heather a demo on SDS next week.
062002 - Should try to get a demo on Wordperfect Office from Heather also.
062003 -
0621 -

SUBJECTS
WMA Marketing
Competitive Products
Wordperfect "Office"

0706 - Detailed Product Review of "Office"
0707 -
0708 - Shell
0709 - -----
- This is a menue "interface" to access the various Office programs;
0711 - permits switching from one to the other, and transfer data between
0712 - programs.  Also enables User to call non-Wordperfect programs.  Has
0713 - "automatic logging" of time and keystrokes expended for a client or
0714 - project.
0715 -
071501 - Comment
071502 -
071503 - The shell duplicates the new operating environment, Windows 3.
071504 -
071505 - SDS permits access to its different modules and opens other programs,
071506 - like Wordperfect WITHOUT using a Shell.  It has no conflicts with
071507 - newer operating environments, but merely offers additional options to
071508 - access information more quickly.
071509 -
071510 - SDS tracks time to bill clients or perform payroll and cost control.
071511 - You can log mileage or other expense items associated with work per-
071512 - formed by employees.  All such cost control data is directly linked
071513 - to the explanation of the work performed, so billing and cost report
071514 - questions can be quickly researched, when needed.
071515 -
071516 - SDS can open Wordperfect files and Lotus, along with other programs
071517 - with specific set-up.
071518 -
071519 -
0716 -
0717 - Scheduler
0718 - ---------
- Can schedule events which involve people (Users) and things (resourc-
0720 - es) on your system.  Calendar program reports to the Scheduler appoint-
0721 - ments for each user.  Schedules of users and resources are scanned for
0722 - common free time.  Scheduler notifies users selected for a meeting, and
0723 - permits accepting, rejecting or postponing.
0724 -
0725 -
072501 - Comment
072502 -
072503 - Office's schedule features are helpful, but perform only a SMALL part
072504 - of SDS planning and scheduling features.
072505 -
072506 - SDS is much more than a "to-do" list.
072507 -
072508 - Each "to-do" item is supported by a "planning" record to enable Users
072509 - to plan their work, by automatically listing involved organizations
072510 - and people, letters, analyses, briefs, reports, AND prior events (see
072511 - "SDS records" lines 030101 - 030105, on page 1 above).  "Reference"
072512 - data in SDS can be accessed directly from the "planning record," so
072513 - Users can PERFORM their work immediately and maintain close contact
072514 - between what needs to be done, what is done, and the follow up.  The
072515 - documents needed for the work, are always well organized and avail-
072516 - able at the touch of a key.  Work can be done quicker and more accu-
072517 - ratley.
072518 -
072519 -
072520 - Integrated Reporting/Note organizer
072521 -
072522 - SDS enables Users to "report" on their progress, problems, ideas and
072523 - solutions, plus information received from others (e.g. discussions,
072524 - telecons, correspondence) that impacts thier work. This looooong memo
072525 - is an example.
072526 -
072527 - Such "reporting" greatly improves the Users "understanding" of the
072528 - work, as a result of the mental pause afforded by the writing effort
072529 - itself.  It also provides a "Diary" data base the User and OTHERS can
072530 - draw on to REMEMBER accurately and quickly important facts and ideas
072531 - that evolve during work performance.
072532 -
072533 - The Diary data base avoids duplication of effort and tells people
072534 - what has already been tried and where the work currently stands. This
072535 - is a powerful management aid, not offered by any other program.  The
072536 - Diary record can be used to SCHEDULE follow up, because the topics
072537 - for the next meeting or discussion will be pretty much the same.  You
072538 - always have an automatic outline of what to do next!
072539 -
072540 -
0726 -
0727 - Electronic Mail
0728 - ---------------
- Wordperfect Office lets you send mail and files to users.  You can
0730 - read, save and print mail and phone messages.  Mail recipients are
0731 - automatically notified and the current status of mail is immediately
0732 - available.
0733 -
0734 -
073401 - Comment
073402 -
073403 - Generally today, the problem is not getting "faster" communications;
073404 - it is how to "manage" the glut of communications that are received.
073405 - Fax, mobile phones, voice mail, and computer message systems, put us
073406 - in direct touch with everybody; but present a challenge for the User
073407 - to analyse, organize and retrieve information when it is needed, and
073408 - secondly, to convert communications into "controllable action items,"
073409 - related to some organization objective or goal.
073410 -
073411 - SDS accomplishes these tasks through its Diary records, Subject Index
073412 - and integrated reporting and scheduling architecture.
073413 -
073414 - Moreover, in SDS it is never necessary to "send" a document to anyone
073415 - connected to the LAN.  SDS data is already in a common pool, in the
073416 - same way that a centralized filing cabinet is available to everyone -
073417 - except now SDS retrieves the data instantly; no one has to go get it,
073418 - or make a copy.
073419 -
073420 -
0735 -
0736 - Calendar
0737 - --------
- Office "Calendar" module displays a monthly calendar accompanied by
0739 - windows:  Memo, Appointment and "to-do."
0740 -
074001 - Comment
074002 -
074003 - The SDS Calendar not only displays "to-do" items, it opens specific
074004 - planning records linked to the history of each item, which contain a
074005 - plan and/or permit the User to create a plan for the work to be per-
074006 - formed.  This is where instructions about what to do, who to contact,
074007 - how to format, interruptions, and the rest, are entered (they are
074008 - always neat, organized and at hand).  Users can then open the comput-
074009 - er files from the "Planning" record to actually perform the work,
074010 - making a clear association between "work" the "plan" (e.g instruc-
074011 - tions), AND any "report" on what was done and the follow up required.
074012 -
074013 - SDS has an electronic "in-box" for general pending items that never
074014 - show up in a calendar.  This continually reminds you of things you
074015 - decided to do.  SDS planning records can be converted into Diary
074016 - records, and then converted again, if needed, into professionally
074017 - formatted memos for outside communication to confirm understandings.
074018 - This avoids duplication of effort - recycling your most valuable
074019 - resources, time, knowledge and ideas!
074020 -
074021 -
0741 -
0742 - Notebook
0743 - --------
- This is a "list manager" which organizes (names, addresses, phone num-
0745 - bers, etc., for easy access.  Users enter information on individual
0746 - records like 3 x 5 index cards.  You can view these records in one long
0747 - list.  They can be merged with Wordperfect files to "address labels" or
0748 - fill out forms.
0749 -
074901 - Comment
074902 -
074903 - SDS is an integrated "notebook" environment, as discussed above,
074904 - permitting freeform data entry on any subject, not just names and
074905 - addresses.  It has a Contacts System (CNS) for addressing corre-
074906 - spondence and tagging SDS records according to whom is involved in
074907 - the work or meeting, see line 0201 above.
074908 -
074909 - CNS is divided between organizations and individuals.  People are
074910 - listed in the organization data base, but only to the extent of their
074911 - relationship to the organization (name, title, department, phone,
074912 - home phone, superiors, subordinates, etc).  The Individual data base
074913 - offers more detail, like a personnel folder on each person, including
074914 - relatives, education, etc.
074915 -
074916 - CNS records are flexible.  You can write as much information as
074917 - needed, using the same data entry procedures used for SDS.
074918 -
074919 -
0750 -
0751 -
0752 - File Manager
0753 - ------------
- Office has a full range of file management services.
0755 -
075501 - Comment
075502 -
075503 - SDS provides the same services, but includes four (4) added
075504 - features:
075505 -
075506 -   1.  Lists of files can be obtained for particular SUBJECTS!
075507 -   2.  File lists can be transferred to SDS planning records.
075508 -   3.  Files can be accessed and deleted from the Lists.
075509 -   4.  Files can be identifed in MULTIPLE ways and long descriptions.
075510 -
075511 - Additionally, files can be used as keys to look up diary records.
075512 - Files can be opened from the Document Log.
075513 -
075514 - SDS Directory Maintenance permits "cleaning" up the disk, by disclos-
075515 - ing files that are temporary and no longer needed.  It also shows
075516 - what files are "missing" from your disk, that may have been accident-
075517 - ally deleted, and so can be retrieved before a need arises to use
075518 - them.
075519 -
075520 -
0756 -
0757 - Calculator
0758 - ----------
- This is similar to the calculator used in Windows 3 and other shell
0760 - programs.  It is very helpful.
0761 -
076101 - Comment
076102 -
076103 - SDS does not provide a calculator, but since it provides direct
076104 - access to Lotus and permits transferring data to and from Lotus, this
076105 - is a significant calculating capability.
076106 -
076107 -
0762 -
0763 - Macro Editor
0764 - ------------
- The editor used to develop Wordperfect is included with Office.
0766 -
076601 - Comment
076602 -
076603 - Editors are very helpful.  SDS uses an Editor environment for its
076604 - basic data entry.  Users can create programs, modify SDS or create
076605 - new applications.
076606 -
0767 -