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


S U M M A R Y


DIARY: May 19, 1994 11:00 AM Thursday; Rod Welch

Received information about Lotus Notes from IBM.

1...Summary/Objective
2...Collaboration Working Intelligently Not Supported by Lotus Notes
3...Integrate Time and Information to Improve Management Not Supported
.....Replication Supports Sharing Groupware Collaboration
.....Document Management
4...Pilot Test Program to Introduce New Way of Working
5...Lotus Notes Lacks SDS capability to Connect Informtion with Time

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

1...He suggests I submit a description of the idea to:

CONTACTS 

SUBJECTS
SDS Marketing, Sales Contacts
Notes, Lotus & IBM, 910625
Integrate Time and Information to Create Knowledge Not Supported by L
Executives Managers Not Supported by LN Integrate Time and Informatio
Replication Conforms Remove PCs and Data Bases Keeping All Files in S

0607 -    ..
0608 - Summary/Objective
0609 -
060901 - Followed up work at ref SDS 7 0000.
060902 -
060903 - Received documentation transmitted via ref DRT 1 0001 explaining LN.
060904 -
060905 - Made contact to evaluate an LN installation.
060906 -
060907 - Received call from Marge and discussed SDS and POIMS.  She will call
060908 - back with names of local installations. ref SDS 0 0770  Sent a note of
060909 - thanks to Marge for explaining LN capabilities. ref DIT 1 0000
060910 -
060911 - Sent Lotus Development request to upgrade LN to apply POIMS,
060912 - ref DIT 2 0000.
060913 -
060914 -
060915 -  ..
0610 -
0611 -
0612 - Lotus Notes Documentation
0613 -
061301 - Collaboration Working Intelligently Not Supported by Lotus Notes
061302 - Integrate Time and Information to Improve Management Not Supported
061303 -
061304 - The document entitled, Lotus Notes,
061305 -
061306 -
061307 -             A System for Managing Organizational Knowledge
061308 -
061309 -
061310 - ....ref OF 6 0001, indicates LN has not recognized the critical aspect
061311 - of "knowledge," as a...
061312 -
061313 -
061314 -                connected array of time and information
061315 -
061316 -  ..
061317 - Failure to integrate time and information creates a fundamental
061318 - disconnect between LN and the process of "management" that requires
061319 - connections to maintain alignment for accurate understandings that are
061320 - needed for collaboration. (see comments by Lotus Notes marketing
061321 - representative, ref SDS 0 0770)
061322 -
061323 -     [On 950721 management standards require traceability to create an
061324 -     audit trail showing alignment with original sources. ref SDS 15
061325 -     1740
061326 -
061327 -  ..
061328 - Lack of support for organic structure to manage context further limits
061329 - LN's usefulness to the management process, at all times concerned
061330 - about organizational memory in relation to objectives requirements and
061331 - commitments.  Inability to accomplish automatic linking, citations and
061332 - manage changes to citations, are also debilitating to the management
061333 - process.
061334 -
061335 -  ..
061336 - These conditions mean LN cannot be used by executives to perform their
061337 - work of thinking, planning, organizing and making decisions, i.e. they
061338 - cannot use it to perform their job of "managing" (see example of
061339 - managers using LN twice a week, ref SDS 11 0550, and on "usage" as
061340 - barometer of making money at ref SDS 8 3333).
061341 -
061342 -      [On 940714 IBM executive reports problems using LN. ref SDS 10
061343 -      4885]
061344 -
061345 -      [On 951011 IBM manager uses LN about 5% of time. ref SDS 16 1511]
061346 -
061347 -      [See question at PMI conference on people using LN, ref SDS 12
061348 -      4444; later example of failed use, ref SDS 14 5996.]
061349 -
061350 -  ..
061351 - The Lotus Notes Overview," ref OF 4 0001 and ref OF 5 HX7H, show that
061352 - LN has many excellent features....
061353 -
061354 -      ..
061355 -     Replication Supports Sharing Groupware Collaboration
061356 -
061357 -     Lotus Notes supports a "replication" process that breaks the
061358 -     boundaries of time and distance to help networked groups of people
061359 -     access, track, share and organize information, even if they are
061360 -     only occasionally connected to a network. In Notes, information is
061361 -     distributed via "replication," which offers unique capabilities to
061362 -     the remote server and to mobile users. ref OF 4 RM5J
061363 -
061364 -        [On 020822 Groove software seems to keep computers in sync.
061365 -        ref SDS 18 9L9J
061366 -
061367 -     Replication can be performed selectively by entering a
061368 -     specification, it can occur in the background, and provides error
061369 -     reporting. ref OF 4 JM3G
061370 -
061371 -      ..
061372 -     Document Management
061373 -
061374 -     Lotus Notes provides strong information management support for
061375 -     documents. ref OF 4 PRPV
061376 -
061377 -
061378 -  ..
061379 - Pilot Test Program to Introduce New Way of Working
061380 -
061381 - Lotus recommends introducing Lotus Notes through a program of pilot
061382 - testing. so that an organization can observe the benefits of
061383 - technology that helps manage information.  Lotus recommends the pilot
061384 - should be at a functional level like customer service, sales or
061385 - account management. ref OF 5 W96J
061386 -
061387 -  ..
061388 - Developing, using and selling Lotus Notes gives Lotus Development the
061389 - experience needed to take the next step explained in POIMS that
061390 - converts information in Lotus Notes into knowledge.
061391 -
061392 -  ..
061393 - The phone number to call about helping Lotus Development is on page
061394 - 30. in ref OF 5 RB5J
061395 -
061396 -                         800 346 1305
061397 -
061398 -     I called this number and talked to Paul.  Asked for information
061399 -     on:
061400 -
061401 -          1.  Working with Lotus to incorporate POIMS capabilities.
061402 -
061403 -          2.  References to observe LN in operation.
061404 -
061405 -      ..
061406 -     Paul gave me two numbers, shown below.
061407 -
061408 -
061409 -  ..
0615 -
0616 -
0617 - 1138 called Lotus Developer Relations       800 338 7357
0618 -
061801 - Left message of my interest in working with Lotus to incorporate POIMS
061802 - capability.
061803 -
061804 -
061805 -
061806 -  ..
0619 -
0620 -
0621 - 1325 Bhupen Desai called back
0622 -
062201 - He suggests I submit a description of the idea to:
062202 -
062203 -              Steve Hochschild
062204 -              Director
062205 -              Developer Relations Group
062206 -              1 Rogers Street
062207 -              Cambridge, MA  02142
062208 -
062209 -
062210 -   Submitted ref DIT 2 line 30, including this record and the paper on
062211 -   POIMS, ref OF 2 line 11.
062212 -
062213 -
062214 -
062215 -  ..
0623 -
0624 -
0625 - 1210 called Lotus SF Field Office        415 421 7013
0626 -
062601 - Receptionist transferred me to Steve.  He said he is not the correct
062602 - person for LN, he handles CC Mail.  He said Robin Nelson is the only
062603 - person in their office who supports LN.  I asked if Robin has an
062604 - assistant or a supervisor.  Steve said Robin's supervisor is out of
062605 - the office.
062606 -         ..
062607 -         They are considering hiring someone for a new position
062608 -         to be a technical engineer.  That has not yet occurred.
062609 -
062610 - Steve transferred me to Robin's voice mail.
062611 -
062612 -
062613 -
062614 -  ..
0627 -
0628 -
0629 - 1218 called Robin Nelson              415 335 8611
0630 -
063001 - Left message for Robin to call back for references where I can
063002 - observe LN.
063003 -
063004 -
063005 -  ..
0631 -
0632 -
0633 - 1433 Robin called back
0634 -
063401 - She is an account rep for Lotus Products.  She handles Lotus Notes.
063402 - Robin said end users are reluctant to permit observations of their
063403 - applications, because they cost a lot of money to create, and often
063404 - are viewed as comprising a competitive advantage.
063405 -
063406 - She suggests calling the following Premium Notes Business Partners,
063407 - who create applications:
063408 -
063409 -     International Micronet Services           399 1111
063410 -
063411 -     Wordlink                                  392 5465
063412 -
063413 -
063414 - I mentioned receiving information this morning from IBM.  Robin said
063415 - IBM is another Lotus Business Partner.  She asked if I am taking down
063416 - everything she says.  I explained that I only enter the information
063417 - that seems like it might be helpful to accomplish the objective of the
063418 - task.
063419 - ..
063420 - Robin said she had another call waiting, and so could not talk
063421 - further.
063422 -
063423 -
063424 -
063425 -  ..
0635 -
0636 -
0637 - 1456 called International Micronet Services           399 1111
0638 -
063801 - Talked to Rose.  She said they create LN apps.  They are located at:
063802 -
063803 -                     111 Pine Street   94111
063804 -
063805 - Rose transferred me to Theresa.
063806 -
063807 -  ..
063808 - I explained the objective of developing POIMS capability within LN.
063809 - After considerable discussion, Theresa suggested I take a course
063810 - offered by IMS on LN Basic Concepts. It costs $300 or so.  I explained
063811 - my concern that this might be a lengthy solution.
063812 -
063813 -  ..
063814 - At that point another person came on the line, and introduced himself
063815 - as, Jeff, and said he is a senior engineer of some kind.  He said we
063816 - can set up a single data base, and do object linking and embedding. He
063817 - said we would need some way to retrieve those documents.  I asked for
063818 - clarification on integrating this capability with time, contacts and
063819 - organizational objectives. Theresa said this would require a meeting,
063820 - and that IMS is booked for the next several months.  After further
063821 - discussion, Jeff offered to meet next week to consider our objectives,
063822 - and give an opinion about accomplishing POIMS capability with LN.  He
063823 - asked me to talk to his secretary, Stella, to set a specific date and
063824 - time.
063825 -
063826 -
063827 -  ..
0639 -
0640 -
0641 - 1528 Theresa transferred me to Stella's voice mail
0642 -
064201 - Left message to call to set a meeting next week to talk to Jeff.
064202 -
064203 -
064204 -  ..
0643 -
0644 -
0645 - 1529 Stella called back
0646 -
064601 -
064602 -
064603 -  ..
0647 -
0648 -
0649 - 1231 Received call from Marge at IBM
0650 -
065001 - Marge called with more information to supplement our discussion on
065002 - 940511. ref SDS 7 0840  I thanked her for sending information on LN.
065003 -
065004 - Marge asked about my initial review.
065005 -
065006 - I read analysis above under the heading "Documentation," ref SDS 0
065007 - 2171, and explained the call to Robin. ref SDS 0 YE6F
065008 -
065009 - Marge said she has a call in to David Hock, who handles LN for IBM in
065010 - SF.  She will call me when she hears from David.
065011 -
065012 -     [Follow up failed, but on 940711 discussed voice data entry with
065013 -     David at ref SDS 9 0688]
065014 -
065015 -
065016 -  ..
065017 - Lotus Notes Lacks SDS capability to Connect Informtion with Time
065018 -
065019 - Marge said that connecting, organizing and integrating information
065020 - with time, objectives, documents and people for creating chronologies
065021 - of cause and effect based on context is beyond the capability of Lotus
065022 - Notes.  She feels these are "project management" features which LN
065023 - does not have at this time.  I asked about using organic structures to
065024 - manage context?  Marge said the Lotus Development product programming
065025 - group would have to modify the Lotus Notes program in order to
065026 - accomplish these features.
065027 -
065028 -      [On 951011 IBM exec using LN for two years reported it is not
065029 -      effective for improving management. ref SDS 16 1511
065030 -
065031 -      [On 951011 LN does not improve productivity. ref SDS 16 7366
065032 -
065033 -      [On 001130 IBM gave trying to get LN to support Knowledge
065034 -      Management. ref SDS 17 F26K
065035 -
065036 -  ..
065037 - I asked if she could facilitate such contact to evaluate the prospects
065038 - of integrating SDS and LN.
065039 -
065040 -  ..
065041 - She said the call I have already placed is all that she could do.
065042 -
065043 - I asked about purchasing LN from Marge.
065044 -
065045 -  ..
065046 - She said she cannot sell it to me.  Her only job is to explain LN,
065047 - provide literature, and then train end users and support particular
065048 - installations.
065049 -
065050 - I expressed appreciation for the effort she has made, and asked if
065051 - there is some way she can receive credit in the event a sale results
065052 - from this activity.
065053 -
065054 - Marge offered thanks for this concern, and said her job does not
065055 - involve sales, and so there nothing that can be done on this point.
065056 -
065057 -  ..
065058 - Sent Marge a thank you note, ref DIT 2 line 30, at:
065059 -
065060 -               Marge Dodge
065061 -               Advisory Marketing Representative
065062 -               US Marketing & Service
065063 -               International Business Machines Corporation
065064 -               2929 N. Central Avenue
065065 -               Phoenix, AZ  85012
065066 -               602 217 2092 fax 602 217 2181
065067 -
065068 -
065069 -
065070 -
065071 -
065072 -
065073 -
065074 -
065075 -
065076 -
065077 -
065078 -
065079 -
065080 -
065081 -
065082 -
065083 -