THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: April 13, 1993 11:30 AM Tuesday; Rod Welch

Meeting at Harza Kaldveer in Oakland re SDS.

1...Summary/Objective
2...Follow Up
3...Subject Index Templates
4...Use SDS Starting "Today"
.....Let One Person Begin
5...Diary Data Base Valuable
.....Executive Support
6...Application to Technical Reports
7...Marketing Support by SDS
.....Standard SDS Applications
8...Implementation
9...Follow Up


..............
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CONTACTS 
0201 - Harza Kaldveer                     510 568 4001 fax 2205
020101 - Mr. Ronald L. Bajuniemi, P.E., G.E.; Vice President
020102 - Mr. Guy Petraborg; Senior Project Engineer
020103 - Mr. Lawrence P. Goldfarb, P.E.; Associate Project Manager
020104 - Mr. William Rettberg; Associate Water Resource Manager
020105 - Mr. Kenneth Ferrone; Project Engineer
020106 - Mr. Randy Rowley; Senior Geologist, Environmental Group
020107 - Mr. Rodger Oechsel; Associate Water Resource Manager
020108 - Ms. Dawn Rinaldi; Project Engineer, Construction Group
020109 - Ms. Linda Delvecchio; Administration

SUBJECTS
Welch CM Services
SDS Marketing Demonstrations
Too busy to manage effectively
Writing "everything" down

0906 -    ..
0907 - Summary/Objective
0908 -
090801 - Demoed SDS following up telecon at ref SDS 8 line 55.
090802 -
090803 -
090804 - Follow Up
090805 -
090806 - Submit meeting notes showing standard SDS report format.
090807 -
090808 - Send background on meeting with Stan, and review of Covey's book to
090809 - Ron.
090810 -
090811 -
0909 -
0910 -
0911 - Discussion
0912 -   ..
091201 - Explained background of Welch Company in public works
091202 - contracting, litigation (Welch v. State of Calif, 139 CA 3rd, 586),
091203 - and Project Management services, that led to the developmentof POIMS
091204 - technology and SDS.
091205 -
091206 - Used outline at ref SDS 4 line 72 to explain SDS.
091207 -
091208 -     This showed the features explained in SDS & POIMS liturature, ref
091209 -     OF 1, submitted to HK at ref SDS 9 line 45, via ref DIP 2.
091210 -
091211 -
091212 - Guy said HK works with Norm Hughes at Creegan & D'Angelo; he noticed
091213 - from I called Norm this morning, from my Schedule.
091214 -
091215 -
091216 -
091217 -  ..
091218 - Subject Index Templates
091219 -
091220 - Showed how sample indexes for common project types can be developed
091221 - and then assigned to new projects.  This standardizes information
091222 - organization and application.  Assignments take less than 1 second,
091223 - which to do manually might require an entire day.
091224 -
091225 -     Showed how assignments of subjects is accomplished instantly, and
091226 -     how reports can then be drawn from the data base in seconds that
091227 -     otherwise require days to assemble.
091228 -
091229 -
091230 -  ..
091231 - Use SDS Starting "Today"
091232 -
091233 - Ron feels it would be impractical to enter the firm's 20 year history
091234 - into SDS.  Presently staff ask him about prior projects, and he is
091235 - generally able to steer them in the right direction.
091236 -
091237 -     I explained that SDS can be used effectively without having the
091238 -     firm's history in the data base.  New "history" is created every-
091239 -     day, which SDS can begin managing immediately.  When key people
091240 -     are on vacation or otherwise unavailable, progress can continue.
091241 -
091242 -
091243 -      ..
091244 -     Let One Person Begin
091245 -
091246 -     One person can begin using SDS on CURRENT activity.  When issues
091247 -     arise that relate to previous matters, the relevant history can be
091248 -     applied as necessary, just as it is now.  In a few weeks, valuable
091249 -     NEW history will be in the Diary data base, and growing everyday.
091250 -
091251 -           [Recall Chairman Mau's observation that a "...journey of a
091252 -           1,000 miles begins with the first step!"]
091253 -
091254 -     Similarly, a new employee has no knowledge of organizational his-
091255 -     tory.  In a few months a new person knows about the NEW history
091256 -     that has occurred since their hiring.  New staff draw on "old
091257 -     hands" for "old" history.  That's the way SDS works.  Its value is
091258 -     NOT solely the history in the data base, although that soon
091259 -     becomes a significant value.
091260 -     ..
091261 -     Another value is linking all aspects of management
091262 -     information together as it unfolds each day, and converting it
091263 -     into control- lable action items.  That's what good managers
091264 -     strive to do.  New ideas arise from the synthesis of time,
091265 -     information, people and documents.  SDS "controlled visibility" of
091266 -     these elements reveals things that need to be done that otherwise
091267 -     are overlooked until problems arise or opportunity is lost.
091268 -
091269 -     SDS helps every manager do routinely and quickly, what every
091270 -     management expert recommends:
091271 -
091272 -                 Plan, Organize, Integrate, Measure
091273 -
091274 -     Thus, POIMS technology is a powerful application of automation to
091275 -     help managers and engineers do their job.
091276 -
091277 -
091278 -
091279 -
091280 -  ..
091281 - Diary Data Base Valuable
091282 -
091283 - There seemed to be general agreement that SDS would save a lot of time
091284 - looking up information, and would help avoid mistakes.
091285 -
091286 - Larry was concerned about spending a lot of time on the computer doing
091287 - data entry.
091288 -
091289 -     I explained that SDS is like using a pencil -- use it only when
091290 -     you need it for important matters.  Since data entry in SDS is
091291 -     faster than writing with conventional methods, more can be entered
091292 -     in the same time.  Thus, SDS advances current writing methods, the
091293 -     way current methods improved writing on clay tablets.
091294 -     ..
091295 -     SDS does not require doing more writing.  It organizes and
091296 -     gets information managers decide is reasonable and necessary to
091297 -     perform their work.  As with present practice, if it is not
091298 -     necessary to write about something, don't do it.
091299 -
091300 -         In a broader sense using SDS brings new power to a key
091301 -         function of every manager:  thinking and planning.
091302 -
091303 -
091304 -
091305 -      ..
091306 -     Executive Support
091307 -
091308 -     Administrative support through dictation and verbal instructions
091309 -     can assist in capturing the record of a busy executive, who then
091310 -     has access to valuable information at the touch of a key.
091311 -
091312 -         I related Wayne Wetzel's comments about how effective SDS is
091313 -         for him as Deputy Directory for DNRC, ref SDS 2 line 123.
091314 -
091315 -
091316 -
091317 -  ..
091318 - Application to Technical Reports
091319 -
091320 - Ron noted a major portion of HK's work is issuing reports which are
091321 - primarily numerical analyses.  He feels these should not be burdened
091322 - by association with other narrative in an SDS record. We discussed the
091323 - debate within legal circles about "discovery" (I will send Ron notes
091324 - of my discussion with Stan Mosk, State Supreme Court jurist, on this
091325 - point, ref SDS 1 line 27).
091326 -
091327 -     I believe SDS can be applied successfully at Kaldveer within the
091328 -     limitations Ron suggests.  SDS need not contain information about
091329 -     published opinions, in conformance with present practice.  I would
091330 -     expect Kaldveer would be more successful if it used SDS for all
091331 -     work, under the reasoning at ref SDS 1 line 105.  However, there
091332 -     is a lot of collateral work on internal management, and projects
091333 -     that do not involve published opinions, for which SDS would be
091334 -     useful.
091335 -
091336 -
091337 -
091338 -
091339 -  ..
091340 - Marketing Support by SDS
091341 -
091342 - Ron indicated SDS could help him with this aspect of his management
091343 - practice.  We did not have time to demonstrate how easy and effective
091344 - it is to use SDS in this way.  Possibly Ron and I could explore this
091345 - further independently.
091346 -
091347 -
091348 -     Standard SDS Applications
091349 -
091350 -     Actually a follow up demonstration might be helpful to show the
091351 -     variety of ways SDS is applied, from building a hydroelectric
091352 -     plant, to buying a chair, making travel arrangements, tracking
091353 -     submittals, settling an insurance claim, ... to planning a
091354 -     birthday party; every aspect of organizational activity can be
091355 -     helped by using SDS.
091356 -
091357 -
091358 -
091359 -  ..
091360 - Implementation
091361 -
091362 - I explained that an easy, cost effective way to introduce SDS is
091363 - through Welch management support services on HK work in progress, see
091364 - ref OF 2 and 3, submitted under separate cover, ref DIP 2. (see also
091365 - explanation of executive support, ref SDS 2 line 123).   While
091366 - providing billable services to HK clients, Welch shows SDS methodology
091367 - and supports the HK project manager in using SDS to perform the work.
091368 -
091369 -
091370 -
091371 -  ..
091372 - Follow Up
091373 -
091374 - Ron and Guy asked that we stay in touch with the firm on scheduling
091375 - installation.  They feel this may be an extended effort in light of
091376 - current focus and the history of developing automated support at
091377 - Kaldveer.
091378 -
091379 - Guy asked if I have considered presenting SDS at ASCE meetings.  I
091380 - will look into it.
091381 -
091382 - I asked if the parent firm in Chicago might like to know about SDS?
091383 -
091384 - I think it would be helpful for HK management to watch me work with
091385 - the program for an hour, to see how easy it is to capture information
091386 - and roll it over into controllable action items.
091387 -
091388 -
091389 -
091390 -
0914 -
Distribution. . . . See "CONTACTS"