THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: October 24, 1995 12:00 PM Tuesday;
Visited Denis re communication metrics.
2...SDS PowerPoint Slideshow
3...Communication Metrics PM Support
.....Partnering Risks Reduced by Communication Metrics
.....ISO Criteria & Marketing
.....Changed Communication Environment
.....Communication Metrics Improves Productivity & Earnings
.....ISO Marketing Benefits
4...Kwan Henmi Information Management
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0201 - Kwan Henmi Arch & Planng 415 777 4770 fax 5102
020101 - Mr. Denis Henmi; Principal
Kwan Henmi, General
Culture Shock, Communication Metrics
Partnering Needs Communication Metrics to
1106 - ..
1107 - Summary/Objective
110801 - Follow up ref SDS 18 0000, ref SDS 16 0000.
110803 - Denis described several ways he wants to use SDS for Communication
110804 - Metrics, including support for partnering with a general contractor.
1111 - Discussion
111201 - SDS PowerPoint Slideshow
111203 - Showed the SDS Powerpoint Slideshow that explains SDS, POIMS and
111204 - Communication Metrics, per Denis' request at ref SDS 4 line 118, and
111205 - my letter ref DIP 7 line 36.
111207 - Denis feels this presentation would be well received by School
111208 - Districts and other City officials looking for ways to improve
111209 - project management, reduce errors and frustrations.
111213 - Communication Metrics PM Support
111215 - Discussed ISO criteria considered at ref SDS 8 line 201, and reviewed
111216 - of the ISO and PMBOK at ref SDS 10 line 476, per my letter at
111217 - ref DIP 7 line 34, setting out ideas on risk management we discussed
111218 - at ref SDS 12 line 108. He has read the ISO 10006 spec I submitted at
111219 - ref SDS 16 line 63 via ref DIP 8 line 35.
111222 - Partnering Support
111224 - Denis wants to implement the role of Communication Manager to
111225 - support a parterning arrangement with a General Contractor. I
111226 - think he mentioned Heery Management and/or Hensel Phelps. Kwan
111227 - Henmi has received an inquiry about selling the firm. Denis and
111228 - Sylvia do not want to sell, but are seeking partnering
111229 - relationships.
111231 - He said "partnering" is a major change underway in the building
111232 - industry. It is an aspect of "revisioning" which was the theme of
111233 - the professional event for architects that Sylvia chaired and
111234 - wrote about this past July, ref SDS 15 line 99.
111236 - [See follow up at ref SDS 25 line 168.]
111238 - ..
111239 - Partnering Risks Reduced by Communication Metrics
111241 - I explained the potential difficulty of partnering that brings
111242 - relaxed, less formal communications under pressures to be a "team
111243 - player" and work within hierarchy of a bureaucracy. People try to
111244 - work out problems through conversation. This causes mistakes that
111245 - are ignored, then suppressed and later denied. Relations among
111246 - partners deteriorates ref SDS 3 line 206. In the absence of a
111247 - contract, the metrics of control slip away. Denis' idea to use
111248 - SDS for Communication Metrics would address this risk.
111251 - ..
111252 - ISO Criteria & Marketing
111254 - Denis feels Communication Metrics can be sold to improve project
111255 - management "quality" by integrating information on meetings and
111256 - other sources, similar to cost and schedule control. This idea was
111257 - presented in the slideshow today. ISO 10006 criteria, reviewed on
111258 - 950721, ref SDS 9 1740, builds awareness for the role of SDS as a
111259 - value added practice for effective risk management, as we
111260 - discussed on 950927. ref SDS 12 7739.
111262 - [On 951026 research showed support is needed for ISO criteria
111263 - for traceability to original sources. ref SDS 20 7773]
111265 - [On 980917 Denis cited traceability as effective management
111266 - practice. ref SDS 28 3776]
111268 - ..
111269 - Changed Communication Environment
111271 - Denis noted the difficulty managers have keeping up with increased
111272 - flow of information, which Communication Metrics solves as found
111273 - on 890324. ref SDS 1 6894 Meetings, telephones, fax and e-mail
111274 - seem to expedite performance, but make it difficult for architects
111275 - and engineers to integrate each new information source with
111276 - project objectives (contracts, schedules, budgets) and commitments
111277 - from meetings, letters and calls.
111279 - [On 951026 defined scope of design support. ref SDS 20 7773]
111281 - These difficulties cause rework to fix mistakes that lead to extra
111282 - cost and delay in completing assignments on time.
111284 - [On 971008 report Communication Metrics reduces rework, saves
111285 - money. ref SDS 26 1273
111287 - [On 980917 Denis cited need to avoid rework. ref SDS 27 7665]
111289 - Denis feels clients can more readily recognize the need for a
111290 - method of business "metrics" applied to communications, similar to
111291 - cost and schedule control, from having struggled to keep up with
111292 - the pace of modern communications over the past few years. ISO
111293 - criteria provide published support for stakeholders to budget for
111294 - this kind of risk, per discussion on 950927. ref SDS 12 7739.
111296 - [On 951026 firms cannot meet ISO standards. ref SDS 20 3245;
111298 - [On 951031 firms hire psychologists to treat frustrations from
111299 - failed communications, ref SDS 21 8399]
111301 - [On 951102 executives in denial that information environment
111302 - impacts performance and cost. ref SDS 23 1759]
111304 - [On 960424 SFIA would not pay for better communications
111305 - because other AEs don't need it. ref SDS 24 9062]
111307 - [On 980929 Moscone project example of problems. ref SDS 29
111308 - 3099]
111310 - [On 981027 cost savings from improving management a miracle.
111311 - ref SDS 30 7315 Gov saves $30M by paying $20M extra on $42M
111312 - contract. ref SDS 30 9152]
111314 - [On 981215 transferred funds from "intelligence" to add more
111315 - design staff to fix problems. ref SDS 31 7700]
111318 - Communication Metrics Improves Productivity & Earnings
111320 - Denis recalled the report from PG&E on improved earnings from
111321 - using SDS, ref DRP 2 line 21. I explained my sense that this
111322 - occurred from accomplishing the ISO criteria of traceability and
111323 - continual learning using automation and integration of key
111324 - management tasks, though, at that time in 1994, I was unfamiliar
111325 - with ISO and its terminology. Since PG&E management had
111326 - difficulty explaining the broader information technology of POIMS,
111327 - I formulated the new management science of Communication Metrics
111328 - to define the role of the person who uses SDS. I am publishing a
111329 - paper in May 1996, that explains the correlation with ISO.
111332 - ISO Marketing Benefits
111334 - This new communications environment may offer mutual marketing
111335 - leverage. The growing awareness of ISO creates awareness of the
111336 - benefits of SDS. Providing a means to comply with ISO criteria by
111337 - using SDS, supports marketing ISO services, i.e., it is a good
111338 - idea and it is also practical to accomplish.
111340 - ISO registration and/or compliance is becoming a growing advantage
111341 - for marketing products and services (e.g., design) because
111342 - stakeholders and major purchasers want assurance beyond a prior
111343 - record and financial capacity, that a consultant or vendor can
111344 - perform. They want evidence that sound business practices are
111345 - consistently applied. I mentioned Raychem Corp who requires its
111346 - design professionals to comply with ISO.
ISO 10006, Project Management Standards
130401 - ISO Registration
130403 - Denis asked what is entailed in doing this? I explained my
130404 - understanding that the International Standards Organization (ISO)
130405 - does not register firms for compliance. It merely publishes
130406 - criteria. There are separate organizations that inspect, help
130407 - develop procedures and issue registrations showing a company
130408 - complies with the ISO criteria. However, writing compliance
130409 - procedures and obtaining registration does not enable an
130410 - organization to use ISO standards for traceability and continual
130411 - learning that improve productivity. The communication
130412 - environment Denis described of more meetings, calls, faxes and
130413 - e-mail, more regulations, standards and businesses complexity,
130414 - make traditional manual procedures ineffective.
130416 - [See later support at ref SDS 20 line 295].
130418 - [See follow up to locate ISO registration source ref SDS 20
130419 - line 194.]
160501 - Reviewed comments from meeting with Intel on their plans for future
160502 - use of personal computers, ref SDS 11 line 254, under the heading:
160505 - Taking the Quantum Leap
160508 - I mentioned my sense that Denis might be able to do a presentation
160509 - on how KW is using Lotus Notes. He feels they are not far enough
160510 - along using LN to support making a presentation.
160513 - We considered briefly the study under consideration at Santa Clara
160514 - University to evaluate SDS as a means to lift the capacity to
160515 - think, remember and communicate. SDS models a phenomena I call
160516 - "knowledge creep" which is an aspect of connectionist theory in
160517 - cognitive science.
160520 - Kwan Henmi Information Management
160522 - During lunch Denis outlined ideas about using Lotus Notes as a common
160523 - access medium for an SDS type data base. He has attended several
160524 - technical events and from these has formulated an objective to enable
160525 - managers to get information quickly on line. He seems to appreciate
160526 - this can be accomplished with SDS, but wants to do it with a Windows
160527 - NT program. To this end, he is looking forward to release of a
160528 - Windows NT version of Lotus Notes. He would like to get a Windows NT
160529 - version of SDS. I explained that, like Bill Gates, we have to get
160530 - some revenue on the DOS program to finance the Windows development.
160532 - I asked about his use of Lotus Notes from our earlier discussion, ref
160533 - SDS 11 line 72.
160535 - Denis indicated he is using it on his own computer in a limited
160536 - manner. He asked if SDS records could be integrated into an LN data
160537 - base. I said this could likely be done. It would not provide the
160538 - "magic" of SDS access because LN does not integrate Information, Time
160539 - and Subjects, as seen from the IBM TechCon event in San Jose two weeks
160540 - ago, ref SDS 17 line 252. I feel sure, however, that we can create a
160541 - way for Kwan Henmi people to take a specific record, like the notes of
160542 - a progress meeting, and file it with LN so they can get it back in the
160543 - manner they wish.
160545 - [See follow up at ref SDS 22 line 145.]
160547 - Comment
160549 - I called Morris at Chips and Technologies after meeting with Denis
160550 - to verify my impression that we can import SDS records into LN. It
160551 - should be similar to importing stuff into the Internet program to
160552 - transmit binary files. Morris said there is an 800 page manual
160553 - for LN that has instructions on this.
160556 - A broader step would be to create a unified information management
160557 - structure for storing stuff on the company server. This would require
160558 - input from a KW team, so there is buy-in on what structure to adopt.
160559 - Generally, this is a large task from an organizational culture
160560 - perspective, as seen from the discussions with Intel, ref SDS 11 line
160561 - 643. People like to do their personal filing ad hoc. So we need to
160562 - accomodate both flexibility and structure.
160564 - Experience at PG&E shows it is generally a good approach to initially
160565 - have someone use SDS for awhile so people get used to the idea that
160566 - this methodology works extremely well, i.e., it helps them. Then they
160567 - will come to want to have the same benefits in their own work
160568 - practices.
160570 - We need to work at this in a variety of ways over time so a new system
160571 - is not just imposed by an "outside expert." Denis indicated he has a
160572 - timeline of approximatley one year to have something in place.
160574 - I asked if any written planning has been done of Denis' vision and
160575 - concepts of how to achieve it by setting out requirements and scope?
160576 - Denis has done some of this. I suggested we start with this so we can
160577 - build on what we have. Of course our thinking in 1993 and 1994 is
160578 - available in SDS, ref SDS 2 line 229. Denis wants to start with a
160579 - meeting next week.
160581 - Denis said they are getting a dedicated Internet line. It will
160582 - transmit large files much faster. I explained how Bill and I have
160583 - been using the internet to collaborate the past year with SDS.
160586 - Follow Up
160588 - Scheduled meeting for 951101 1100.
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