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: August 27, 1998 08:49 PM Thursday; Rod Welch

Called Morris to review "Intelligence" on web site.

1...Summary/Objective
2...Executives Are Not Aware That Intelligence Improves Earnings
3...Selling Claims Management or the Alphabet
4...Strategic Planning Needs Intelligence from Communication Metrics
5...High Visibility Vendors Make It Difficult for SDS to Rise Above Noise
6...Managers Want to Experiment with Their Ideas, Not Someone Else's


..............
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CONTACTS 
0201 - Chips & Technologies, Inc                                                                                                                                          O-00000039 0101
020101 - Mr. Morris E. Jones                                                                                                                                              O-00000039 0101
020102 - Sr. Vice President

SUBJECTS
Evaluation
Demo SDS via Web Site
Intelligence
Communication Metrics

0806 -
0806 -    ..
0807 - Summary/Objective
0808 -
080801 - Follow up ref SDS 23 0000, ref SDS 16 0000.
080802 -
080803 - Called Morris on distinguishing intelligence from documentation, per
080804 - my letter, ref DIP 4 0000, issued on 980813. ref SDS 23 0000
080806 -  ..
080807 - He offered suggestions on simplifying the Communication Metrics web
080808 - page and focusing on benefits, which I applied in another record. see
080809 - ref SDS 26 0000
080810 -
080811 -     [On 980828 investigated Internet for information on communication
080812 -     metrics and business intelligence. ref SDS 27 0000]
080814 -      ..
080815 -     [On 980830 notified Morris of changes in web page. ref SDS 28 0000
080817 -      ..
080818 -     [On 980902 Wayne Wetzel cited diffculties introducing ways to
080819 -     improve management. ref SDS 29 5739]
080821 -      ..
080822 -     [On 980902 Morris liked explanation of "intelligence" in POIMS
080823 -     paper, per ref SDS 30 5225]
080824 -
080826 -  ..
0809 -
0810 -
0811 - Discussion
0812 -
081201 - Executives Are Not Aware That Intelligence Improves Earnings
081202 -
081203 - Follow up ref SDS 23 2926.
081204 -
081205 - We discussed my conversation with Don Harms this afternoon who thought
081206 - that several managers can produce business intelligence that is
081207 - created by Communication Metrics. ref SDS 25 6864
081209 -  ..
081210 - My letter to Morris ref DIP 4 0000 issued on 980813, ref SDS 23 2848,
081211 - requested feedback on changes in the web site to explain and
081212 - illustrate "intelligence,"
081213 - ..
081214 - Morris has not had time to look at the web site.
081216 -  ..
081217 - I asked what he thinks about using an analogy of the CIA that provides
081218 - "intelligence" to the president of the United States, as cited in the
081219 - "Experts" section of the web site home page, ref SDS 13 2703, rather
081220 - than documentation and notes from managers.
081221 -
081222 -                 http://www.welchco.com/00501.HTM
081224 -  ..
081225 - Most people believe that "intelligence" produced by the CIA has a
081226 - different character and purpose than traditonal notes managers take at
081227 - meetings.
081229 -  ..
081230 - Morris suggested saying that "intelligence" improves understanding
081231 - through analysis.
081232 -
081233 -     [On 980902 Morris liked explanation of "intelligence" in POIMS
081234 -     paper, per ref SDS 30 5225]
081235 - ..
081236 - We read through the web site that says intelligence is a process
081237 - to organize, align, analyse and link summary to management details.
081239 -  ..
081240 - Morris feels this is too confusing.  Managers cannot grasp all of
081241 - these benefits.  He said they want to get things done so keep it
081242 - simple.
081244 -  ..
081245 - We considered the explanation of Communication Metrics as providing
081246 - proactive management.
081248 -  ..
081249 - He noted that the web page does not actually say proactive management.
081250 - It says a "...proactive way to organize, align..." and so on that
081251 - improves management.  Morris suggests simplifying the message.
081252 - ..
081253 - He feels the web site should explain benefits with language that
081254 - managers and executives commonly use.  He noted this is diffucult to
081255 - do when introducing a new method, such as a management science like
081256 - Communication Metrics, similar to the point Dave Bounchristiani made
081257 - on 970818. ref SDS 7 1385
081258 -
081259 -     [On 980902 Morris felt Communication Metrics web page is improved,
081260 -     but not the "Intelligence" page. ref SDS 30 8016]
081262 -  ..
081263 - Morris observed that the web site uses a lot of terms differently from
081264 - the way they are encountered by managers and executives.  We did not
081265 - take time to list specific terms, but I think he is referring to...
081266 -
081267 -                     communication
081268 -                     intelligence
081269 -                     leadership
081270 -                     knowledge
081271 -                     information
081272 -
081273 -      ...and so on, per our discussion on 960227. ref SDS 6 9402
081274 - ..
081275 - Morris said that "benefits" are a better sales message than
081276 - "needs."
081278 -  ..
081279 - He noted that the web site reads like a debate.
081280 -
081282 -  ..
081283 - Selling Claims Management or the Alphabet
081284 -
081285 - Morris suggested citing claims management for construction projects as
081286 - the primary application and use for Communciation Metrics, because it
081287 - has been used for that purpose, e.g., discussion with Clyde Earnest on
081288 - Broadwater Dam, see 890324, ref SDS 1 6894
081290 -  ..
081291 - I explained that I used the alphabet to accomplish claims management,
081292 - and that I used Communication Metrics to extend the power of the
081293 - alphabet to align cause and effect, organize and analyse information.
081295 -  ..
081296 - Morris offered that this shows people will pay for intelligence on
081297 - claims management to avoid liability of poor management, but they do
081298 - not want to pay for intelligence in order to avoid the mistakes that
081299 - cause losses that lead to claims, reflecting the tenants of feel good
081300 - mangement, discussed on 911123. ref SDS 4 4930
081301 -     ..
081302 -     We considered the purpose of Communication Metrics to
081303 -     accomplish proactive management by developing "intelligence" to
081304 -     avoid mistakes, rather than use "intelligence" to avoid
081305 -     accountability for making mistakes due to feel good management,
081306 -     discussed on 911123. ref SDS 5 1331
081308 -      ..
081309 -     Morris said this is a new approach, and so to make a sale you have
081310 -     to offer people something they know is valuable.  He feels people
081311 -     will not buy SDS because, like the alphabet, it takes awhile to
081312 -     develop the skills, so we have to sell a service of claims support
081313 -     to expose the benefits of making the investment to learn new
081314 -     skills.
081315 -
081316 -        [On 980827 added a sentence indicating Communication Metrics
081317 -        enhances dispute resolution. ref SDS 26 2664]
081319 -         ..
081320 -        [On 980903 Morris submitted some language to focus the web page
081321 -        on construction contract claims support.
081322 -
081323 -
081325 -  ..
081326 - Strategic Planning Needs Intelligence from Communication Metrics
081327 -
081328 - We considered Don Harms question about what organization function
081329 - might sponsor Communication Metrics. ref SDS 25 2100
081330 -
081331 - Morris said that he is not closed to the notion that changes occuring
081332 - in the business environment, noted by Drucker, Grove and others, may
081333 - warrant a new business role.  He said that managers are familiar with
081334 - "analysis" work performed by "Stategic Planning" departments, so this
081335 - might be a possible sponsor for trying Communication Metrics since one
081336 - of the functions accomplished by Communication Metrics is analysis.
081337 -
081338 -
081339 -
0814 -

SUBJECTS
Management Consultants Offer Better Management Support than SDS, Make
Noise Difficult for SDS to Overcome Advertising of Major Management C
Noise Vendors Claim Better Capability Make it Hard for Busy Executive
Management Consultants Claim Better Support than SDS, Not Enough Time
Noise Data Pollution New World Order Information Highway
Noise, Talking, Email, Unorganized, Unconnected
Advertising Noise Not Enough Time to Think about Communication Metric
Time Not Enough to Think about Communication Metrics
Advertise Noise Not Enough Time to Think about Communication Metrics

2911 -
291201 -  ..
291202 - High Visibility Vendors Make It Difficult for SDS to Rise Above Noise
291203 -
291204 - Morris noted that managers are swamped by a mountain of details and
291205 - they encounter a lot of powerful and capable vendors like IBM,
291206 - Microsoft, Arthur Andersen, Booze Allen, Ernst and Young, ..., who are
291207 - offering better communication and business intelligence, so it is
291208 - difficult to rise above the "noise" generated by high quality and
291209 - expensive advertising and promotion.
291210 -
291211 - "Noise" is another way of describing information overload that SDS
291212 - solves by strengthening understanding and follow up, sometimes
291213 - summarized as better "listening," discussed with Morris on 890809.
291214 - ref SDS 3 CJ9J
291215 -
291216 -     [On 980828 investigated Internet for information on communication
291217 -     metrics and business intelligence. ref SDS 27 0000]
291219 -      ..
291220 -     [On 010425 Morris cited MS Office, Palm Pilot claim to support SDS
291221 -     capabilities; SDS on Internet shows work product that demonstrates
291222 -     unique ability to deliver the goods. ref SDS 32 PJ4M
291224 -      ..
291225 -     [On 020730 reviewed difficulty executives face when there is not
291226 -     enough time to review ideas for improving the work to save time
291227 -     and money. ref SDS 33 H69Y
291229 -      ..
291230 -     [On 040621 misleading advertising Knowledge Management seminar
291231 -     rejecting linear mechanistic reasoning with alphabet technology
291232 -     for a "textual approach," and presenting "conversation" for
291233 -     learning from the future, illustrates "noise" that reduces
291234 -     customer awareness of effective solutions. ref SDS 34 746M
291236 -  ..
291237 - I agreed that it is difficult to help people grasp saving time and
291238 - money from using Communication Metrics for adding intelligence to
291239 - management, unless people have an opportunity to experience the
291240 - savings through pilot testing.
291242 -  ..
291243 - I asked if he has any sense from dealings with colleages at Chips and
291244 - now at Intel, and other business people that there is a trend toward a
291245 - direction that will catch up with Communication Metrics that provides
291246 - intelligence for daily management?  Does he see a day when executives
291247 - will welcome a solution to information overload, as what Grove calls a
291248 - "strategic inflection point," from review on 980307? ref SDS 10 3151
291249 -
291250 -     [On 981104 received letter from USACE that describes Communication
291251 -     Metrics as "out of the box" and "forward" thinking. ref SDS 31
291252 -     4320]
291253 - ..
291254 - Grove says major changes creep up with "little cat feet." They
291255 - are hard to recognize, ref SDS 10 2051, so managers must be alert to
291256 - the signs and take proactive action to experiment with new solutions,
291257 - especially when times are good. ref SDS 9 3416
291258 - ..
291259 - Morris said this is a value judgement, and noted that if I run
291260 - out of money before people will admit to themselves and to colleagues
291261 - that they need this help, as noted by Andy Grove in the review on
291262 - 980307, ref SDS 9 2044, then the capability will be lost, since no one
291263 - else is working on it.
291265 -  ..
291266 - He noted it is hard for people to pay attention to new ideas when
291267 - things are going well, because they want to keep using the methods
291268 - that have already been successful, and see no reason to change, per
291269 - Grove's explanation on the "inertia of success." ref SDS 9 3740
291271 -  ..
291272 - I asked if managers with whom Morris works on a daily basis feel
291273 - swamped by a lot of details, and whether the phrase "repository of
291274 - experience" or "repository of data" to manage critical details, sounds
291275 - like a "benefit" managers understand?
291276 - ..
291277 - Morris indicated this idea is gaining currency.
291278 -
291280 -  ..
291281 - Managers Want to Experiment with Their Ideas, Not Someone Else's
291282 -
291283 - We considered Grove's idea that a business should experiment
291284 - with new methods while they can afford it. ref SDS 9 3416  I asked if
291285 - it would be fruitful to notify Intel's group responsible for finding
291286 - ways to make computers help managers improve productivity?
291288 -  ..
291289 - Morris indicated managers like to experiment on things they think of,
291290 - but not something that is put forward by outsiders.  He seemed to feel
291291 - that Intel's people are reluctant to consider ideas, like
291292 - Communication Metrics, that are developed outside Intel.
291294 -  ..
291295 - We did not consider the implications of the new reality that managers
291296 - do not have time to think, ref SDS 8 3479, which is the problem we
291297 - want to solve by adding intelligence to management.
291298 - ..
291299 - We did not consider that no one else has thought of integrating
291300 - time and information, so evidently it must be difficult to recognize.
291301 - If they do not experiment with Communication Metrics, they will likely
291302 - not think of this idea on their own, and so will continue to be
291303 - overwhelmed by information overload.
291305 -  ..
291306 - Further, we did not consider that Intel managers everyday use Windows
291307 - 95, and they did not create that.  This is evidence that people will
291308 - use ideas that improve earnings; or, in the case of Windows 95/98,
291309 - give the appearance of improving earnings.
291310 -
291311 -     [On 980902, Wayne Wetzel mentioned similar difficulties at DNRC.
291312 -     ref SDS 29 5739]
291314 -  ..
291315 - I thanked Morris for his ideas and encouragement.
291316 - ..
291317 - He feels passion is important to advance new methods.
291318 -
291319 -
291320 -
291321 -
2914 -
2915 -
Distribution. . . . See "CONTACTS"