THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: August 20, 1997 10:06 AM Wednesday;
Rod Welch
Received from Max Wideman his research on Comm Metrics tools.
1...Summary/Objective
.......Management of project related information,
.......Enterprise Workflow
....þ..Integrated Management System (IMS) is a program from a firm in
.......Preliminary Analysis
.......Cost/Benefit Calculation for IMS
..............
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CONTACTS
0201 - Wideman, R. Max 604 736 7025
020101 - Mr. R. Max Wideman
SUBJECTS
Ambassadors for Change, PMI, Wideman, Max
SDS Design Unique, Automated Management
Research for competing products
IMS Integrated Management System
Calculate Risk Management Exposure
Enterprise Workflow
1308 - ..
1309 - Summary/Objective
1310 -
131001 - Follow up ref SDS 14 0000, ref SDS 13 0000.
131002 -
131003 - Received information from Max about IMS which is a program that seems
131004 - similar to Expedition and RMS, in providing support for automated
131005 - enterprise workflow. The information from Max reflects efforts across
131006 - industry sectors and presented in professional journals on criteria
131007 - and performance objectives for better project management. There is no
131008 - record of successful implementation, except the U.S. Army Corps of
131009 - Engineers' report on Communication Metrics found technology can
131010 - support effective business intelligence.
131011 -
131012 - [On 980827 received response from Max. ref SDS 16 0000]
131013 -
131014 - [On 971021 article in PM Network on using Internet for
131015 - construction management. ref SDS 17 0000]
131016 -
131017 - [On 980630 article in PMJ on using Interneet Web site for project
131018 - office support. ref SDS 20 0633]
131019 -
131020 - [On 990221 Max submits an online glossary for project management
131021 - that supports goal of using automation. ref SDS 22 0000]
131022 -
131023 -
1311 -
1312 -
1313 - Progress
1314 - ..
131401 - Max passes along letters he has sent and received about software
131402 - to integrate project information. Descriptions in the documents
131403 - indicate potential to support Communication Metrics, as follows:
131404 -
131405 - The subject of Max's initial letter...
131406 -
131407 - Management of project related information,
131408 - ref DRT 1 8845
131409 -
131410 - What does "managing" information mean?
131411 -
131412 - After "management" is performed, what is the result?
131413 -
131414 - How does information look that has been "managed" that is
131415 - different from information that has not been managed?
131416 -
131417 - A respondent, David Curling, cites an article by Harvey Levine
131418 - in a recent PMnetwork on "repositories." ref DRT 1 8488.
131419 -
131420 - The May 1997 PM Network has an article by Levine:
131421 -
131422 -
131423 - "The Project Office - Revisited"
131424 -
131425 -
131426 - Levine suggests setting up a department for Project Management
131427 - in the organization. Levine says the Project Office can provide
131428 - a...
131429 -
131430 - "repository of experience"
131431 -
131432 -
131433 - ...but he offers no method or process by which the Project
131434 - Office can accomplish this benefit, ref SDS 11 4700.
131435 -
131436 - In fact, an effective "repository of experience" requires a very
131437 - complex design and support effort that no one has accomplished,
131438 - outside of using Communication Metrics. ref SDS 9 5368 Levine
131439 - cites not examples where this has been done.
131440 -
131441 - Enterprise Workflow
131442 -
131443 - <3391 Max says a lot of data/information will be
131444 - gathered/produced... word documents, specifications, spatial,
131445 - designs, images, scanned information, etc. that will in many
131446 - cases be required to be updated. As well as the normal project
131447 - related requirements, schedule, resources, costs, etc..........
131448 - ref DRT 1 9504
131449 -
131450 - The DEC white paper reviewed on 940522 on...
131451 -
131452 - Enterprise Workflow
131453 -
131454 - ...covered this objective. ref SDS 3 0453
131455 -
131456 - [See article in PMJ received on 971020 that describes
131457 - intranets using the Web for automated construction
131458 - management, ref SDS 18 2222.]
131459 -
131460 - [Notified Max of the PMJ article on 971024, ref SDS 19
131461 - 0105.]
131462 -
131463 - [On 990218 reviewed GEM which seems to be an Enterprise
131464 - Workflow system. ref SDS 21 8034]
131465 -
131466 - On 960627 Dave Vannier says Intel is trying to advance from
131467 - "data" to "information," ref SDS 7 5002.
131468 -
131469 - Communication Metrics, as reported on 960627, converts
131470 - information into knowledge, wisdom and vision, ref SDS 7 4833.
131471 - The U.S. Army Corps of Engineers reports this produces business
131472 - intelligence that improves management. ref DRP 1 6172
131473 -
131474 - DEC issued a White Paper on Enterprise Workflow that describes
131475 - efforts to automate and integrate data/information, as Max seems
131476 - to have in mind. ref SDS 4 0453
131477 -
131478 - Dave Vannier reported Intel is trying to use the Web and/or
131479 - intranets to manage information more effectively. ref SDS 10 3333
131480 - There is no apparent reason why this will work.
131481 -
131482 - On 970828 Keith Kwasney reports a project at Intel to improve
131483 - support for project information, ref SDS 12 7773. Max was
131484 - notified of this effort in my letter on 970802, ref DIP 1 0000.
131485 -
131486 - Gio Wiederhold at Stanford is developing a system of "Mediators"
131487 - ref SDS 5 0000, intended to provide Enterprise Workflow support,
131488 - described in the DEC paper. There is no implementation of this
131489 - technology.
131490 -
131491 - ..
131492 -
131493 - Integrated Management System (IMS) is a program from a in
131494 - Australia. ref DRT 1 9488, ref DRT 1 8478
131495 -
131496 - Chris Maryssael with OSS Enterprises Pty Ltd., says IMS may
131497 - accomplish Max's objective or can be customized. ref DRT 1 0773
131498 -
131499 - IMS costs AUD1500. Customising is at an hourly rate of AUD135
131500 - for analysis and AUD85 for coding,
131501 -
131502 - Developed in Filemaker Pro 3 (for Apple, Windows 95 or Windows
131503 - NT). Features include: ref DRT 1 6883...
131504 -
131505 - document/notes management system for research,
131506 - library/records management system (under development),
131507 - ancillary modules to manage special processes.
131508 - contact management (clients and suppliers),
131509 - staff registration,
131510 - project tracking (project, stage, task, component),
131511 - budgeting, tendering, reporting for contract and control,
131512 - timesheet entry and occupation reporting,
131513 - invoicing,
131514 - account modules including project allocation
131515 - integration of disbursements in project costing,
131516 - project costing
131517 - other financial and productivity reports.
131518 -
131519 - This scope appears to reflect capability in Primavera's
131520 - Expedition program, and the Resident Management Program being
131521 - implemented by the U.S. Army Corps of Engineers.
131522 -
131523 - Expedition is reviewed on 890930, ref SDS 1 9442, and on 960627.
131524 - ref SDS 6 5952
131525 -
131526 - RMS is reviewed on 961224. ref SDS 8 4005
131527 -
131528 -
131529 - Preliminary Analysis
131530 -
131531 - IMS scope, like that for Expedition and RMS, et al., does not
131532 - integrate time and information to produce knowledge, nor provide
131533 - organization and analysis for effective business intelligence.
131534 - Communication Metrics needs SDS to supplement IMS.
131535 -
131536 - Training and consistent implementation of IMS will be a major
131537 - challenge, as it is for Expedition and other enterprise wide,
131538 - cross-functional management "systems." Who inputs the "data",
131539 - how is it collected, how is the "data" converted into useful
131540 - knowledge and ideas needed for decision support?
131541 -
131542 - How easy will it be to evolve the "system" as new technology
131543 - arises that overtakes various aspects of the IMS technology?
131544 -
131545 - What level of support will be available from Australia? Is
131546 - there a US based staff?
131547 -
131548 -
131549 - Cost/Benefit Calculation for IMS
131550 -
131551 - Morris Jones at Chips & Technologies, and Steve Rule at Turner
131552 - Construction have asked about cost/benefit of Communication
131553 - Metrics. This has led to a search for ways to evaluate costs
131554 - and benefits of project management methods and tools, generally
131555 - described as "overhead," in order help decision makers try new
131556 - methods like the automated tools Max has in mind, including IMS.
131557 -
131558 - It will be interesting to see how consideration of cost and
131559 - benefits is made in Max's research. How will risk management be
131560 - applied in selecting, implementing and operating an enterprise
131561 - workflow system? To what extent will personal work practices
131562 - have to change, and if those changes are not made, what will be
131563 - the effect on the value of the automated system? (For example
131564 - see "Saving IT's Soul" HBR Mar - Apr 1994, p. 119, explaining
131565 - the need for human centered and empathic design considerations
131566 - for enterprise wide automated systems), ref SDS 2 line 205.
131567 -
131568 -
131569 - Tom Keesling said yesterday that the San Francisco District Corps of
131570 - Engineers is commissioning a study of RMS, Paragon, and Communication
131571 - Metrics, ref SDS 15 0000.
131572 -
131573 -
131574 -
131575 -
1316 -
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