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


S U M M A R Y


DIARY: July 19, 1994 08:45 AM Tuesday; Rod Welch

Received call from Judy to schedule SDS demonstration.

1...Summary/Objective
2...Presentation Logistics
3...Background
4...Objective
5...Attendees


..............
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CONTACTS 
0201 - IBM Desktop Software Mrktg         415 545 2000 fax or 800...
020101 - Ms. Carol D. Stafford; Business Unit Executive =415 545 6819
0202 - IBM Desktop Software Mrktg         415 545 2000 fax or 800...
020201 - Ms. Judy Soong; =415 545 2142
020202 - Desktop Software Marketing   =Telephone/fax
0203 - IBM Desktop Software Mrktg         415 545 2000 fax or 800...
020301 - Mr. David Hock; =415 545 3846
020302 - Desktop Software Marketing   =Telephone/fax

SUBJECTS
SDS Marketing, Sales, Contacts, Demonstrations

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Followed up work at ref SDS 5 line 47.  Initially, I submitted notes
040502 - of discussion with Carol on Jul 14 at ref SDS 4 line 60.  Included
040503 - extract of HBR article at ref SDS 4 line 85.
040504 -
040505 - Later, Judy called and scheduled demonstration for 940725 1100.
040506 - Submitted ref DIT 2 line 30 confirming these understandings with cc
040507 - to Carol.
040508 -
040509 - Submitted ref DIT 3 line 30 to David transmitting POIMS and NWO...
040510 - articles, per below.
040511 -
040512 -
040513 -
0406 -
0407 -
0408 - 1106 Judy called
0409 -
040901 - Scheduled demonstration for os2 sales people on 940725 1100, per
040902 - telecon with Carol at ref SDS 4 line 53.
040903 -
040904 -     [I called back later - see below - and mentioned the possibility
040905 -     of David Hock attending the demo.]
040906 -
040907 -
040908 - Presentation Logistics
040909 -
040910 - Keith Kawas will call me on Thursday 940721 to confirm arrangements
040911 - and logistics.  Judy said he can arrange for me to see the presenta-
040912 - tion room.
040913 -
040914 -      I will bring my desktop computer and monitor.
040915 -
040916 -
040917 -
040918 - Background
040919 -
040920 - Judy asked about what SDS means and how it works.
040921 -
040922 -     I explained this is in the documents submitted to Carol that
040923 -     initiated Judy's call today, ref DIP 2 line 32.  I will call Carol
040924 -     and ask that this information be submitted to Judy.
040925 -
040926 -     I said SDS is an automated management tool that integrates time,
040927 -     information, people and documents.
040928 -
040929 -
040930 - Judy asked about the discussions with Cindy in Oct 1993?
040931 -
040932 -     I mentioned my call to Judy at ref SDS 1 line 50 and the follow up
040933 -     discussion with Cindy at ref SDS 2 line 54.
040934 -
040935 -
040936 -
040937 - Objective
040938 -
040939 - Judy asked about the objective of the demonstration.
040940 -
040941 -     I explained this is set out in the letter to Carol at ref DIP 2
040942 -     line 37, and discussed with Carol at ref SDS 4 line 76 with
040943 -     respect to IBM os2 sales reps being able to demonstrate SDS in
040944 -     conjunction with marketing os2.
040945 -
040946 -
040947 -
040948 - Attendees
040949 -
040950 - Judy expects 5 - 6 people will attend the demonstration.  They have
040951 - another meeting at 1230, so this will give us 90 minutes.  The
040952 - demonstration will take about 45 minutes, leaving 15 - 20 minutes for
040953 - questions.
040954 -
040955 -        Judy seemed to indicate she has another meeting at 1000 until
040956 -        1400, and so will not attend the demonstration.
040957 -
040958 -        I will arrive about 1030 to set up the demonstration hardware.
040959 -
040960 -
040961 - Judy indicated attendees will likely not have read the information on
040962 - SDS in advance of the demonstration.  She suggested being prepared to
040963 - distribute information at the meeting.
040964 -
040965 -
040966 -
040967 -
040968 -
0410 -
0411 -
0412 - 1153 called Judy back
0413 -
041301 - Left voice mail message about Carol's idea for David Hock to attend in
041302 - order to expedite integration of voice data entry for executive
041303 - support, per ref SDS 4 line 217.
041304 -
041305 -
0414 -
0415 -
0416 - 1237 called Carol
0417 -
041701 - Talked to Cindy.  She said Carol has a meeting 0900 to 1200 on Monday.
041702 - She will alert Carol of my request that she or someone of comparable
041703 - stature attend the meeting, if only for a few minutes to lend weight
041704 - to the effort.
041705 -
041706 - Left message on Carol's voice mail of above arrangements.  Ask that
041707 - since Judy evidently cannot attend, that Carol attend or send someone
041708 - of comparable stature to ask questions and prod the thing along.
041709 -
041710 - Thanked her for following up.
041711 -
041712 -
0418 -
0419 -

SUBJECTS
Voice Data Entry

0604 - 1233 called David Hock              545 3846
0605 -
060501 - Followed up discussions at ref SDS 4 line 238.  Left message on
060502 - David's voice mail about of SDS demonstration per above, and our
060503 - discussions on Jul 11, at ref SDS 3 line 219, and follow up with Carol
060504 - at ref SDS 4 line 217.
060505 -
060506 -
060507 -
060508 -
0606 -
0607 -
0608 - 1303 David called back
0609 -
060901 - He will try to attend the demonstration on Jul 25.  David requested
060902 - copies of the explanation of POIMS and SDS submitted to Carol.  I
060903 - sent these to him under separate cover via ref DIT 3 line 30.
060904 -
060905 -
060906 -
0610 -
Distribution. . . . See "CONTACTS"