THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: July 23, 1996 03:45 PM Tuesday; Rod Welch

Meeting Ray Levitt at Stanford re SDS/Comm Metrics research.

1...Summary/Objective
2...Construction Management Melds Cognitive and Computer Science to
3...Improve Construction Management through Better Knowledge Acquistion
4...Background that Led to SDS, POIMS, Communication Metrics
5...Continual Learning from "Automated Integration of Management Cycle"
6...Study Opportunities
....1...Integrate SDS and CAD with Cost & Schedule Control
....2...Establish Course in "Communication Metrics"
....3...Show SDS lifts capacity to think, remember, communicate
7...VDT (Virtual Design Team) Shows Communication
8...Ray's Work Correlates to Communication Metrics
9...Ray said Stanford tried to introduce VDT methodology outside of the
.....What is a "Metric"??
10...Lecturing at Stanford on POIMS and Communication Metrics
11...Ray will Review Concurrent Discovery Paper

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

1...Possibly Ray could facilitate a meeting with Gio to discuss his work
2...Ray might give consideration to using SDS as an element of his company
3...Ray will contact Boyd via email on our discussion today, and suggest

CONTACTS 
0201 - Stanford Const Eng Mngmnt          41
020101 - Mr. Ray Levitt; Professor
020102 - Construction Engineering & Management Program

SUBJECTS
Educational Institutions, Stanford, Engineering
Publishing articles
Stanford University

0805 -
0805 -    ..
0806 - Summary/Objective
0807 -
080701 - Follow up ref SDS 23 0000, ref SDS 22 0000.
080702 -
080703 - Ray seemed to like the papers on POIMS and the New World Order...
080705 -  ..
080706 - We reviewed ideas for research on adding Information Management to
080707 - CAD, and other study opportunities.  Ray's work seems to correlate
080708 - with Communication Metrics.  Stanford's experience promoting Ray's
080709 - ideas for communication management seems similar to slow reception of
080710 - SDS, POIMS and Communication Metrics.
080712 -  ..
080713 - Ray will contact Boyd Paulson about scheduling a lecture for me to
080714 - present my ideas, methods and tools to Stanford researchers.
080715 -
080716 -     [See follow up submitting this record at ref SDS 26 0001, and
080717 -     letter to Tom Landauer, ref SDS 27 line 61.]
080718 -
080719 -
080721 -  ..
0808 -
0809 -
0810 - Discussion
0811 -
081101 - We met in the office across the hall from Ray's office, because he had
081102 - someone trying to fix the access to the campus network from Ray's
081103 - computer.
081104 -
081106 -  ..
081107 - Construction Management Melds Cognitive and Computer Science to
081108 - Improve Construction Management through Better Knowledge Acquistion
081109 -
081110 - Ray said he read the New World Order... paper ref OF 2 0001, and the
081111 - one on POIMS, ref OF 1 0001, in the 45 minutes or so prior to our
081112 - meeting.  He asked about the credit to Gio Wiederhold. ref OF 1 0693
081113 -
081114 - I explained the POIMS paper was submitted to the 1994 PMI Annual
081115 - Conference, ref SDS 5 0001  Gio Wiederhold's article, explaining work
081116 - at Stanford on "Mediators," seems to support the proposition that
081117 - technology should strive to leverage innate human mental capacities,
081118 - rather than seek to replace them, per analysis at ref SDS 3 line 104.
081120 -  ..
081121 - Possibly Ray could facilitate a meeting with Gio to discuss his work
081122 - in relation to POIMS and Communication Metrics.
081123 -
081124 -
081126 -  ..
081127 - Background that Led to SDS, POIMS, Communication Metrics
081128 -
081129 - Ray asked about my background that led to these ideas.
081130 -
081131 - I explained having grown up in a construction family, down the
081132 - peninsula in Cupertino, becoming a general contractor at a young age
081133 - and thereby having the opportunity to use methods learned in the
081134 - military to manage information and time.  Claims and litigation
081135 - experience in contracting combined with the start of the personal
081136 - computer industry and having time to think about how technology could
081137 - support sound management practices.  Welch v. State of CA provided
081138 - this "time to think," and led to being contacted by John Fondahl to
081139 - lecture at Stanford, per discussion with Martin on 960708. ref SDS 22
081140 - 0001  Military administration, construction and engineering management
081141 - and legal practices combined to produce the Schedule Diary System
081142 - (SDS) software program over a 10 year period. Use of the program led
081143 - to POIMS technology and more recently elements of a new management
081144 - science called "Communication Metrics."
081145 -
081147 -  ..
081148 - Continual Learning from "Automated Integration of Management Cycle"
081149 -
081150 - Ray related having reviewed the record of the meeting with Martin on
081151 - 960708, ref SDS 22 0001, which was submitted in a letter, ref DIP 3
081152 - 0001, on 960717. ref SDS 24 0001
081153 -
081154 - Ray said the record seemed thorough and effective, and that Martin had
081155 - mentioned this, as well.  Ray asked if there is a tool that helps
081156 - create the organization and connections to related sources, and if
081157 - this can be used to verify accuracy?
081159 -  ..
081160 - I explained the SDS program does this to support Continual Learning
081161 - processes described in the POIMS paper as a...
081162 -
081163 -
081164 -                     plan, perform, report
081165 -
081166 -
081167 - ...management cycle. ref OF 1 6649  This process of connecting
081168 - information into chains of cause and effect helps maintain alignment
081169 - of communicaton so mistakes are avoided.  Experience seems to show it
081170 - significantly leverages innate capacity to think, remember and
081171 - communicate under the reasoning in POIMS. ref OF 1 3742  It, also,
081172 - supports the PMBOK (section 3.1) and ISO (section 4.4) management
081173 - standards, per analysis on 950721. ref SDS 10 6883
081174 - ..
081175 - The "New World Order..." paper discusses using technology to
081176 - improve cognition in the historical context of "religion" that "turns
081177 - "water into wine" through "enlightenment;" ref OF 3 5654. Similarly,
081178 - the law has evolved a process to "discover" understanding. ref OF 3
081179 - 2536
081181 -  ..
081182 - More recently General Hatch cited a corollary between Communication
081183 - Metrics and the military "intelligence" process that links summary
081184 - understandings to detailed information, ref SDS 15 3229, similar to
081185 - the relationship between the subconscious and conscious mind,
081186 - explained in POIMS. ref OF 1 0561
081188 -  ..
081189 - These ideas over the past year led to the paper on Concurrent
081190 - Discovery, ref OF 4 1476, submitted at Asilomar. It explains the idea
081191 - of "Knowledge Space," analogous to the dimensional space in which
081192 - architects organize "Construction Details" that align the work of
081193 - craftsmen, as reported on 960620. ref SDS 20 3516  Similarly,
081194 - "Communication Managers" are a new kind of specialists who use
081195 - Knowledge Space to organize management details that align the work
081196 - through communication, as called out in PMBOK section 2.4.1, using
081197 - traceability to original sources, called out in the ISO, the Bible,
081198 - the law, and other knowledge creation standards.
081199 - ..
081200 - Ray advised of work at Stanford to develop "intelligent agents"
081201 - that may support aspects of CIFE's research.  He indicated these
081202 - "tools" automate the "connection" process supported by my SDS program.
081204 -  ..
081205 - I explained SDS approaches the problem differently.
081207 -  ..
081208 - It provides tools that facilitate creating and accessing organization
081209 - and connections that comprise "intelligence," rather than attempting
081210 - to automate human thinking.  It is not the full solution that Gio and
081211 - others are seeking.  But it significantly leverages human acuity,
081212 - similar to a backhoe that leverages human muscles, as evidenced by the
081213 - SDS record Ray and Martin reviewed, per above. ref SDS 0 2808
081215 -  ..
081216 - Possibly there improvements would occur by adding "intelligent agents"
081217 - that offer choices, per analysis of Gio Wiederhold's paper on
081218 - "mediators." ref SDS 3 0786
081219 -
081220 -      [On 970418 Corps of Engineer's report on Communication Metrics.
081221 -      ref SDS 31 3368]
081223 -  ..
081224 - Study Opportunities
081225 -
081226 - We considered three (3) studies that might interest CIFE which are
081227 - needed to advance POIMS technology and what I call the management
081228 - science of "Communication Metrics."
081229 -
081230 -    1.  Integrate SDS and CAD with Cost & Schedule Control
081231 -
081232 -        This study would look at technology to combine SDS "Knowledge
081233 -        Space" with traditional "Dimensional Space" by integrating the
081234 -        SDS data base with a CAD environment, using General Notes as an
081235 -        organizing medium, per meeting with Martin. ref SDS 22 0895 and
081236 -        at ref SDS 23 8834  Ultimately, we would integrate cost and
081237 -        schedule with design details and communications.
081238 -        ..
081239 -        Ray indicated this might be a logical extension of CIFE
081240 -        efforts to combine project specifications with specific
081241 -        construction details.
081243 -  ..
081244 -
081245 -    2.  Establish Course in "Communication Metrics"
081246 -
081247 -        Do a pilot test on a project with a CIFE sponsor, such as
081248 -        Bechtal, MK, etc., to illustrate use of technology and a new
081249 -        skill position of "Communication Manager" to improve management
081250 -        productivity, per Bill DeHart's report on using POIMS at PG&E,
081251 -        which found:
081252 -
081253 -            During my 30+ years with PG&E undertaking project and
081254 -            functional assignments, I have participated in numerous
081255 -            company efforts to help managers do a better job.  None of
081256 -            these efforts have had the impact of SDS to help managers
081257 -            get things done accurately, on time and within budget.
081258 -            Accordingly I recommend wider use of SDS at PG&E.
081259 -
081260 -        ...per memo on 941231.  Ray said he recalls Bill from a lawsuit
081261 -        where Ray testified.  I advised that Bill made the arrangements
081262 -        to support Ray speaking to PMI this fall.  He was on the
081263 -        Asilomar Committee that developed the speaker program.
081264 -        ..
081265 -        A logical target for this study would be to support an
081266 -        Intel project since they have a nominal interest in finding
081267 -        ways to apply their hardware more productively, per meeting
081268 -        with David Vannier on 950927, ref SDS 11 8226, and Martin's
081269 -        report on recent discussions between Stanford's CIFE
081270 -        representatives and Intel Project Managers. ref SDS 22 6033
081272 -         ..
081273 -        The results of this study would be to formalize the teaching of
081274 -        Communication Metrics at the university level per proposal to
081275 -        George Washington University, ref SDS 13 0866, to produce a new
081276 -        skill discipline of "Communication Managers," "Leadership
081277 -        Aides," "Para Manager."  This would be a significant advance
081278 -        over the value added of MBA programs.
081279 -        ..
081280 -    3.  Show SDS lifts capacity to think, remember, communicate
081281 -    
081282 -        Do an interdisciplinary study with CIFE leading as "Project
081283 -        Manager" to show technology that integrates time, information
081284 -        and meaning, can lift the innate capacity to think, remember
081285 -        and communicate in comparable degree as learning to use the
081286 -        alphabet, per discussions with University of Santa Clara,
081287 -        ref SDS 12 5976, and Dr. Tom Landauer at the University of
081288 -        Colorado, on solving "meaning drift." ref SDS 21 7449,
081290 -         ..
081291 -        The results of this study would be introduced in the basic
081292 -        education curriculum the tools and skills to advance use of the
081293 -        alphabet as the basic knowledge acquisition and storage medium.
081294 -
081295 -           On 960812 contactd Tom Landauer on this.ref SDS 27 0788]
081296 -
081297 -
081298 -
081299 -
0813 -

SUBJECTS
SDS Marketing, Definition, Metrics, Continual
Metrics (analysis, aligning, testing)
Metrics, Measuring Understanding with
Metrics Talking Needs Alignment to
Breakthroughs are difficult to Understand
Virtual Design Team (VDT) - Simulate Skills Communication Requirement

2808 -
280901 -  ..
280902 - VDT (Virtual Design Team) Shows Communication
280903 - Ray's Work Correlates to Communication Metrics
280904 -
280905 - Ray advised that he and some colleagues at Stanford developed software
280906 - to evaluate the impact of staffing levels and organizational structure
280907 - on the flow of communication relative to management effectiveness,
280908 - i.e., productivity.  He showed charts that identify specific
280909 - individuals are overburdened by too much information from meetings,
280910 - calls and documents, and so need assistance or organizational change
280911 - to level the work load.
280913 -  ..
280914 - This capability might illustrate communication problems that caused
280915 - the crash of NASA's space shuttle "Columbia," explained at Cal Tech on
280916 - 921021. ref SDS 2 4499
280917 - ..
280918 - Ray said that reengineering, intended to streamline bureaucracy
280919 - and reduce cost, increases span of control by eliminating management
280920 - levels, commonly called "flattening" the organization.  However, it
280921 - increases the burdens of those remaining on the job to juggle more
280922 - information, which causes mistakes due to lack of alignment with
280923 - commitments, objectives and requirements.  The VDT program shows that
280924 - costs and delay then escalate through rework to fix the mistakes.
280926 -  ..
280927 - This seems to support the explanation of hidden mistakes set out in
280928 - the NWO... paper. ref OF 3 1652
280930 -  ..
280931 - I related discussion on 950705 with an IT executive who "reengineered"
280932 - by using technology and "team leaders" to replace Project Managers
280933 - ref SDS 9 7409 and ref SDS 9 2165
280935 -  ..
280936 - VDT's diagnostics can help managers see the need for Communication
280937 - Metrics to maintain alignment, who otherwise deny that they need
280938 - "intelligence" to process information more effectively, as set out in
280939 - POIMS. ref OF 1 8536
280940 -
280941 -      [On 960814 called Stanford to verify the name of this system.
280942 -      ref SDS 28 6955]
280944 -       ..
280945 -      [On 960911 Ray presented VDT to PMI event. ref SDS 30 1600.]
280947 -       ..
280948 -      [On 970524 Cal Tech seminar reported case study showing that
280949 -      small communication mistakes overlooked by complexity eventually
280950 -      caused space shuttle to crash. ref SDS 32 7298]
280952 -       ..
280953 -      [On 970526 Cal Tech seminar used methods that sound similar to
280954 -      VDT to perform case study. ref SDS 33 0114.]
280956 -       ..
280957 -      [On 990729 Mark Haselkorn may be doing related work at University
280958 -      of Washington. ref SDS 35 5782]
280960 -       ..
280961 -      [On 000222 asked Ray about progress with VDT. ref SDS 36 0001]
280962 -
280964 -  ..
280965 - Ray said Stanford tried to introduce VDT methodology outside of the
280966 - university and found it was difficult for others to understand.
280967 -
280968 -     On 960624 Dr. Landauer noted that new methods and technology
280969 -     require creating a wide enough experience base for people to have
280970 -     sufficient faith to try them without "knowing" why they work,
280971 -     ref SDS 21 1037.  New methods are not intuitive that extend beyond
280972 -     the horizon of human experience, and lack of intuitiveness causes
280973 -     ignorance, fear and denial, as occurred on 920215 concerning SDS.
280974 -     ref SDS 1 5820
280975 -
280976 -         [On 990527 building an experience base is the process of
280977 -         discovering and growing new markets for disruptive
280978 -         technologies. ref SDS 34 5258]
280980 -      ..
280981 -     See correlation with introducing VLSI design in early years of
280982 -     computer industry, ref SDS 17 1368.
280983 -
280985 -      ..
280986 -     What is a "Metric"??
280987 -
280988 -     Actually, Morris Jones at Chips and Technologies might like Ray's
280989 -     approach to quantifying communication flows.  Morris has indicated
280990 -     "Communication Metrics" should produce a data base report that
280991 -     measures "communication," like showing figures on CPU power usage,
280992 -     ref SDS 7 5868; and, has questioned the use of "metrics" to
280993 -     discover and adjust the "meaning drift" defined by Dr. Landauer in
280994 -     his paper on solving "Plato's Problem" relating to knowledge
280995 -     acquisition, ref SDS 16 3734.  This was considered in a paper for
280996 -     Asilomar, which wound up not being submitted, ref SDS 25 5272.
280998 -      ..
280999 -     Ray asked about usage of "metrics" as well, during our meeting.
281001 -      ..
281002 -     I gave the explanation in the NWO paper of aligning understandings
281003 -     that drift off course, as seen in legal disputes, ref SDS 8 3497
281004 -     and ref SDS 8 3333.
281006 -      ..
281007 -     I will follow up with Morris on Ray's idea.
281008 -
281009 -        [See follow up at ref SDS 26 5591 and ref SDS 29 8832.]
281011 -  ..
281012 - Ray is taking a year off from Stanford to manage a company to promote
281013 - their program.  Evidently this relates to the funding support he
281014 - developed on his recent trip to Europe, ref SDS 23 7740.
281016 -  ..
281017 - He analogized their experience to the study (#2) on Communication
281018 - Metrics, noting the need to formalize ideas and tools well enough for
281019 - others to apply them without support of the originator.
281021 -  ..
281022 - I agreed with Ray's view that a Stanford researcher should be the lead
281023 - contact with a CIFE sponsor as the "Communication Manager."  This
281024 - forces the transfer of the skill and develops the level of effort
281025 - required to do that, which is an aim of the study, in addition to
281026 - proving the value added of the skill itself relative to existing work
281027 - practices.
281029 -  ..
281030 - All such efforts are organic and a function of the depth of the idea.
281031 - In this case, cognition which is the target of Communication Metrics,
281032 - occurs at a low level of human awareness and volition.  Therefore,
281033 - like the alphabet, it takes careful tending in order to take root and
281034 - grow in public awareness.  The first effort is to teach the teachers.
281036 -  ..
281037 - Ray might give consideration to using SDS as an element of his company
281038 - efforts to launch his new process.
281039 -
281040 -
281042 -  ..
281043 - Lecturing at Stanford on POIMS and Communication Metrics
281044 -
281045 - Ray feels the place to start is for me to deliver a lecture on POIMS
281046 - and Communication Metrics to a select group of Stanford researchers.
281047 - He will ask Boyd Paulson to make these arrangements.  Ray said he will
281048 - attend as well.
281050 -  ..
281051 - Ray noted that Boyd has a strong interest in new ideas, and cited his
281052 - early work in CPM, which John Fondahl was instrumental in bringing to
281053 - the construction industry.  Boyd is teaching a course this summer at a
281054 - university in Arizona.
281056 -  ..
281057 - Ray will contact Boyd via email on our discussion today, and suggest
281058 - the lecture.
281059 -
281060 -     This will follow up Paul Teischolz's effort at ref SDS 4 line 55.
281061 -
281063 -  ..
281064 - Ray will Review Concurrent Discovery Paper
281065 -
281066 - We visited briefly with Martin.  He had not yet read the Concurrent
281067 - Discovery paper.  I suggested it would give Ray further grounding in
281068 - Communication Metrics.  Martin found it among a stack of papers on the
281069 - floor in his office and gave it to Ray.
281071 -  ..
281072 - This paper may further answer Ray's question about the meaning of
281073 - Communication Metrics.
281074 -
281075 -
281076 -
2811 -
Distribution. . . . See "CONTACTS"