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


S U M M A R Y


DIARY: June 16, 1993 10:30 PM Wednesday; Rod Welch

Meeting with Denis at KH re Mission Bay; payment April invoice.

1...Summary/Objective
2...SDS Record Content

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

1...I need to show Denis how to take a file and create comments, as I did

CONTACTS 
0201 - Kwan Henmi Arch & Planng           415 626 6766
020101 - Mr. Denis Henmi; Principal

SUBJECTS
Marketing, Business Development
Welch CM Services, Proposals
Mission Bay

0405 -    ..
0406 - Summary/Objective
0407 -
040701 - Denis said he found my comments helpful, on the proposed Agreement for
040702 - architectural services on this project.  He said his counsel and
040703 - insurance agents have mentioned some of the concerns I cited, and that
040704 - he submitted a copy of my remarks, on which he had entered his own
040705 - questions and comments, to his attorney for review and
040706 - recommendations.
040707 -
040708 - He did not retain a copy of his questions.  I recommended that he try
040709 - to get it.  We discussed how he could use the report I submitted on-
040710 - line (if submitted on a disk), to make his comments in the document
040711 - itself.
040712 -
040713 -
040714 - He has been opening two SDS sessions so he can read help, while
040715 - trying the instrucitons in another window SDS session.
040716 -
040717 -
040718 - I need to show Denis how to take a file and create comments, as I did
040719 - on ref OF 2, which is an extract from ref OF 1.
040720 -
040721 -
040722 -
0408 -

SUBJECTS
Kwan Henmi, SDS
Training, Reports

0505 - Summary/Objective
0506 -
050601 - Denis requested assistance calling subject reports.  He was able to
050602 - apply subjects from the control field per his comments at ref SDS 6
050603 - line 050703, but did not understand he can widen or narrow the
050604 - selection by selecting a lower or greater subject code.
050605 -
050606 - I showed how this can be accomplished by opening the SI, and also by
050607 - repeating the control field line, and editing it.
050608 -
050609 -
050610 -
0507 -

SUBJECTS
Kwan Henmi, SDS
Training, Prior Date Diary

0605 - Summary/Objective
0606 -
060601 - Showed Denis how to make a record for a prior date.  He forgot to set
060602 - the status for the records created yesterday of two events.  I showed
060603 - how this is accomplished from the "Manage" menu in the Schedule
060604 - screen, as explained in Help.
060605 -
060606 - I actually need to improve Help for this menu item.
060607 -
060608 -
0607 -

SUBJECTS
Kwan Henmi, SDS
Evaluation
Thinking Through Writing
Executive Support
Writing Notes Twice

1008 - Summary/Objective
1009 -
100901 - Denis said he likes to prepare his own notes in SDS, rather than have
100902 - an admin support person enter his handwritten notes, because he thinks
100903 - of things that need to be done or considered that are not apparent
100904 - during the event, and so are not part of his initial notes.
100905 -
100906 -     The dynamics of listening, talking and observing during meetings
100907 -     only permit cursory scribbles and notations of understandings. The
100908 -     is not enough time during meetings to capture the context of
100909 -     correlations with objectives and requirements and commitments, and
100910 -     alignment with related history that makes organizational memory
100911 -     valuable.  That is why Denis can "think" of a lot things to expand
100912 -     notes taken during a meeting, which a secretary cannot do.
100913 -
100914 - He is using Help, and generally finds it answers his questions.
100915 -
100916 - While we were meeting, Adell came into the office and commented that
100917 - Denis is more efficient since he has been working with SDS.  Denis
100918 - mentioned during lunch that Adell was reflecting that he has more
100919 - billable hours now.
100920 -
100921 -
100922 - They are considering hiring someone to assist him and Sylvia.  She has
100923 - expressed interest in using SDS.  We discussed potential for providing
100924 - routine data entry support for him and Sylvia during this year.  Denis
100925 - wants to put off migrating SDS to other architects in the firm until
100926 - next year when they will have a new budget for hardware.
100927 -
100928 -
100929 - SDS Record Content
100930 -
100931 - I reviewed a few of his SDS records, and found they are still quite
100932 - cursory.  I need to cover this better in Help.
100933 -
100934 -
100935 -
100936 -
1010 -

SUBJECTS
Kwan Henmi, SDS
Develop & Maintain Hardware System

1105 - Summary/Objective
1106 -
110601 - Denis said they bought another printer.  The printer is now connected
110602 - to a serial port instead of a parallel port.  SDS is not printing
110603 - anything.
110604 -
110605 - I need to install updated software on his computer and configure his
110606 - autoexec.bat so the reports print.
110607 -
110608 - Will try to do this tomorrow.
110609 -
110610 -
110611 -
110612 -
1107 -
1108 -

SUBJECTS
Kwan Henmi SDS
Billings & statements
930502 for Apr, 1993

1306 - Summary/Objective
1307 -
130701 - Denis had Adell prepare a check for payment.  He indicated they have
130702 - experienced some personnel problems in their accounts payable and
130703 - receivable department.  A key person is going through a divorce.
130704 -
130705 -
130706 -
130707 -
1308 -
Distribution. . . . See "CONTACTS"