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


S U M M A R Y


DIARY: August 31, 1993 02:52 PM Tuesday; Rod Welch

Called Ken re follow up demo at SMP, talked to Jeff.

1...Summary/Objective
......Comment


..............
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CONTACTS 
0201 - Stone, Marraccini & Patterson      415 227 0100 fax 495 5091
020101 - Mr. Kenneth B. Young, A.I.A.; Architect
0202 - Stone, Marraccini & Patterson      415 227 0100 fax 495 5091
020201 - Mr. Jeff Pribyl, A.I.A.; Architect

SUBJECTS
SDS Marketing, Sales Contacts
Demonstrations
Evaluation by Others
Line Numbers
Editor compared to others, 910927
Learning time/difficulty
Conflict with Existing Computer Methods
User Interface, Menus, Mouse, Speech

0910 -    ..
0911 - Summary/Objective
0912 -
091201 - Followed up telecon ref SDS 11 line 041001, and confirmation letter
091202 - comparing SDS & Expedition, ref DIP 3.
091203 -
091204 - Want to see if we can schedule demonstration for their principal.
091205 -
091206 - Could we do a control project to compare SDS and Expedition, or
091207 - simply test SDS on a project?
091208 -
091209 - Ken is on vacation until Sep 7.  Decided to visit with other
091210 - attendees.  Jeff had some helpful suggestions on how SDS is perceived
091211 - by MS Windows users, as well as experienced programmers.
091212 -
091213 - Submitted ref DIT 1, to Jeff with cc to Ken, Jeff Ghilardi, and
091214 - requested return of SDS Management survey.
091215 -
091216 -      Note, on Sep 10, we changed flag to follow up on ref DIT 1 to
091217 -      931122 per ref SDS 13 line 041016.
091218 -
091219 - Scheduled follow up with Ken on Sep 8, 1993.
091220 -
091221 -  ..
0913 -
0914 -
0915 - Talked to Jeff
0916 -
091601 - I mentioned my understanding that SMP is interested in Expedition, per
091602 - ref SDS 11 line 041001.  Jeff said he found Expedition interesting,
091603 - but he is not aware of a decision on this matter.
091604 -
091605 - Jeff feels SDS correlates well to project management requirements.  He
091606 - would like the "User interface" to be MS Windows.
091607 -
091608 - He has written software.
091609 -
091610 - He has a 486 50 Mhz 32 MB and 1 GB disk, cpu at home. He learned to
091611 - program in C at college, and knows Unix.  He used to be very command
091612 - line oriented.  Over the last 4 years he has used MS Windows.  Now he
091613 - won't purchase software that is not MS Windows.
091614 -
091615 - Jeff said he has been in project management about 10 years.  As his
091616 - life gets more and more complex he prefers to avoid learning new soft-
091617 - ware.
091618 -
091619 - He has written a lot of macros for Word for Windows, and does not want
091620 - to give that up, including special SMP letterheads.  Jeff feels the
091621 - appearance of daily project documents is important to the firm's image
091622 - of competence.  He said SMP clients expect its work product to reflect
091623 - the quality of its marketing literature.  He has created applications
091624 - to send a fax with Adobe fonts that is automatically addressed, from a
091625 - Contact data base.
091626 -
091627 -      Comment
091628 -
091629 -      This is similar to what was done at Kwan Henmi, where their MS
091630 -      Windows Contacts DB was ported to SDS.
091631 -
091632 -  ..
091633 -
091634 - We considered how to integrate his present practice with SDS, rather
091635 - than "give up" his investment in using Word for his correspondence.
091636 - This allows the focus to remain on productivity to improve income.
091637 -
091638 - Jeff noted he can deal with SDS as a DOS program, but he would design
091639 - it differently. He thinks SDS records present too much for the User to
091640 - absorb.
091641 -
091642 -      I explained the intent to provide a simple electronic form that
091643 -      balances structure with flexibility in order to improve the com-
091644 -      plex craft of management (see also subsequent explanation to Anne
091645 -      Bevington at ref SDS 14 line 051278), Jeff feels clicking on a
091646 -      Contact, Document, Diary, or File, to open them, is too complex.
091647 -      However, we could not think of any other program that is less
091648 -      complex or even does these tasks.
091649 -
091650 -
091651 - Jeff does not like the line numbers in SDS records.  He feels it
091652 - reflects outdated programming.  He would design record links that are
091653 - unrelated to line numbers, so the narrative gives a "conventional
091654 - appearance."
091655 -
091656 -      I explained the design objective of SDS is to empower users to
091657 -      apply good practices from various disciplines, so people can make
091658 -      more money (see SDS scope statement, ref OF 1 line 63).  Fifteen
091659 -      years litigating Welch v. State of Ca, 139 CA 3rd, 586, showed
091660 -      that the conventional practice in the legal profession of citing
091661 -      line numbers is superior for managing knowledge and ideas, to the
091662 -      conventional practice of non-numbered page lines.
091663 -
091664 -      Since using line numbers is outside Jeff's experience, I asked if
091665 -      he were to use SDS and found it improves productivity and that
091666 -      SDS line numbers are helpful for citing the record in published
091667 -      reports, would his objection stand?
091668 -
091669 -
091670 - He said SDS automated organization to associate documents with proj-
091671 - ects and subjects, and set flags showing response dates, is helpful. I
091672 - agreed that document management is important, but the true power of
091673 - SDS is integration of all management components.  Unless there is a
091674 - "critical mass" of integrated features, automated tools do not improve
091675 - productivity, ref OF 1 line 100.  Only SDS provides this "critical
091676 - mass", and thus improves productivity (see for example discussion from
091677 - demo meeting Jul 28, ref SDS 7 line 041417, and SDS & POIMS scope
091678 - statement, ref OF 1 line 63, also ref OF 1 line 122).
091679 -
091680 - I offered to give him the program and assist him in learning to use it
091681 - for free, so he would have a baseline of functionality to create an
091682 - application that fulfills his vision of good project management.  I
091683 - mentioned that it took 10 years to figure out how to make SDS support
091684 - projects and executives effectively, so this opportunity could shorten
091685 - his development time by a few years.
091686 -
091687 -
091688 -
0917 -
Distribution. . . . See "CONTACTS"