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


S U M M A R Y


DIARY: May 18, 1994 05:38 PM Wednesday; Rod Welch

Called Steve at Dinwiddie for response to paper on POIMS tech.

1...Summary/Objective
2...POIMS Article
.................Command & Control of the Record
......Fast Access to Accurate Information
3...Training & PM Support


..............
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CONTACTS 
0201 - Dinwiddie, LMU Job                 310 649 6040 fax 5651
020101 - Mr. Steve Losie; Project Manager

SUBJECTS
SDS Marketing, Sales, Demonstrations

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Followed up call per Steve's request at ref SDS 3 line 38.
040502 -
040503 - Steve indicated SDS is a good program, but the training budget is
040504 - restrictive.  I indicated I would submit a proposal to Dinwiddie, and
040505 - asked Steve to read carefully the paper on POIMS.
040506 -
040507 -
040508 -  ..
0406 -
0407 -
0408 - Discussion
0409 -
040901 - Initially Steve said he has still not reviewed the paper on POIMS, per
040902 - our discusison at ref SDS 3 9472.  He asked for a few minutes to scan
040903 - it.
040904 -
040905 - I held until he came back on-line.
040906 -
040907 -
040908 - POIMS Article
040909 -
040910 - Does he recognized how SDS applies to his work, as set out at page 6
040911 - under (ref OF 2 line 532):
040912 -
040913 -                 Command & Control of the Record
040914 -
040915 -
040916 - Steve said that he and Rodger rely a lot on personal recall, notes and
040917 - day-timer type tools, to accomplish what SDS does.
040918 -
040919 - He feels that, based on no experience with SDS and not having enough
040920 - time to talk with references who have experience, that SDS could
040921 - provide an extra 5% to 8% to "push the envelope" of information needed
040922 - to manage the job, and feels this might be helpful.
040923 -
040924 - He is unsure, absent experience, about whether it would warrant
040925 - additional time to enter it into the SDS data base.
040926 -
040927 - On 940510 he was waking up at 0300 screaming about unanswered letters
040928 - and overlooking critical information. ref SDS 3 9482  Welch can
040929 - perform this work and that would give Dinwiddi experience to discover
040930 - they can save time and money by adding "intelligence" to their
040931 - management. ref OF 2 0582
040932 -
040933 -
040934 -      Fast Access to Accurate Information
040935 -
040936 -      I said the more important advantage of SDS is connecting the
040937 -      information that is captured (explained in the article at ref OF
040938 -      2 line 321, not capturing more information.  I mentioned the
040939 -      article by Tom Davenport in HBR, indicating that managers spend
040940 -      1/3 of their time with documents, and 2/3 with people.  The
040941 -      dealings with people are largest source management problems.
040942 -
040943 -      He and Rodger are already making notes of important matters that
040944 -      arise in discusisons, but they cannot get this information when
040945 -      it is needed, and so they, like everyone else, rely on personal
040946 -      recall.  This causes a lot of mistakes, most of which are not
040947 -      apparent at the time (but it wakes us up at 0300a worrying about
040948 -      what we forgot, see discussion at ref SDS 3 line 48).
040949 -
040950 -         [On 941117 called Mark. ref SDS 5 9659.]
040951 -
040952 -      SDS lets users make more notes, because of the automated writing
040953 -      environment, and it connects what is written to prior events and
040954 -      documents, so they understand it better, as explained in the
040955 -      article on page 4 ( ref OF 2 line 321).  The information is then
040956 -      instantly accessible, when it is needed to support personal
040957 -      recall.  This eliminates errors and oversight.
040958 -
040959 -
040960 - Training & PM Support
040961 -
040962 - Steve said he spent much of yesterday working with Windows to write a
040963 - letter.  He realizes that SDS requires dedicated training, per our
040964 - discussion at ref SDS 2 line 65, and previously at ref SDS 1 line
040965 - 173.
040966 -
040967 - Steve seems to appreciate that the best way to finance training for
040968 - SDS, is for project management support on special needs, like a claim.
040969 - He feels at this time their job cannot afford the cost of SDS support.
040970 -
040971 - I recommended he try to consider more carefully the explanation of
040972 - POIMS technology, as explained in the paper, ref OF 2 line 11.
040973 -
040974 -
Distribution. . . . See "CONTACTS"