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


S U M M A R Y


DIARY: December 2, 1998 07:53 AM Wednesday; Rod Welch

Received inquiry from Bob Gordon at USACE HQ on Communication Metrics.

1...Summary/Objective
2...Bob Gordon Inquires on Comm Metrics
3...Intelligence Delivered on the Internet Saves Time and Money
....1...What private companies are using communication metrics,
....2...How long does it take to train someone to manage the system?
....3...Assuming the program resides on a local server, how many people
....4...What security measures are built into the program? How is
....5...Does anyone else offer a similar product? If so, what are the
4...Budget and Logistics to Implement Communication Metrics in a District
5...Scope of Services, and Scope and Schedule of Change
6...Implementation Planning Project


..............
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CONTACTS 
0201 - U.S. Army Corps of Engineers
020101 - Mr. James Lovo; Chief, CEMP-EC
020102 - Construction and Design Branch, CEMP-EC
0202 - U.S. Army Corps of Engineers
020201 - Mr. Robet C. Gordon; 202 761 8745
020202 - Construction and Design Branch, CEMP-EC

SUBJECTS
COE Evaluation Communication Metrics
USACE CESPN CSB Review
Wider Use Comm Metrics
Experience, Need Broader Base
SAD Tests New Methods
HQ Review CEMP
HQ Support Local Command Review
Environmental Management

1410 -
1410 -    ..
1411 - Summary/Objective
1412 -
141201 - Follow up ref SDS 25 0000, ref SDS 24 0000.
141202 -
141203 - Received a letter from Bob this morning.  Developed preliminary
141204 - answers to his questions.
141206 -  ..
141207 - Submitted ref DIT 1 0000 with link to this record.  Sent information
141208 - copy to Jim Lovo, Tom Keesling and Max Blodgett at CESPN. ref SDS 0
141209 - 4407
141211 -  ..
141212 - In the afternoon received another letter from Bob asking for ideas on
141213 - budget and logistics for implementation.  He wants to discuss this
141214 - tomorrow morning. ref SDS 0 5851  Developed some background on key
141215 - issues; submitted via ref DIT 2 0000, per below. ref SDS 0 5851
141216 -
141217 -     [On 981203 called Bob. ref SDS 27 5218]
141218 -
141219 -
141221 -  ..
1413 -
1414 -
1415 - Progress
141601 -  ..
141602 - Bob Gordon Inquires on Comm Metrics
141603 -
141604 - Follow up ref SDS 25 1985.
141605 -
141606 - Received, ref DRT 1 3192, from Bob Gordon on behalf of Jim Lovo, so
141607 - this seems to follow up the discussion with Jim on 981119 where Jim
141608 - indicated he planned to talk with Bob, and then would submit a
141609 - recommendation.  Evidently, Bob is following up that discussion.
141611 -  ..
141612 - Bob does not indicate if he has reviewed my letter, ref DIP 5 3724,
141613 - sent to Jim on 981118, ref SDS 24 0000, that transmits evaluation from
141614 - CESPN-CSB, ref DRP 5 0000, which Jim and I discussed on 981119, as
141615 - shown at ref SDS 25 1985
141616 -
141617 -
141619 -  ..
141620 - Intelligence Delivered on the Internet Saves Time and Money
141621 -
141622 - Follow up ref SDS 25 2272.
141623 -
141624 - Bob wants me to call him, ref DRT 1 2774, and has following
141625 - questions...
141627 -         ..
141628 -    1.  What private companies are using communication metrics,
141629 -        and how long have they used it? ref DRT 1 2774
141630 -
141631 -        a.  Seawest is an energy development company HQ in San Diego,
141632 -            CA
141633 -
141634 -            Since 1989, a Vice President, Jeff Ghilardi, tried to use
141635 -            SDS, which is the program that supports Communication
141636 -            Metrics.  In May, Jeff was let go in a re-organization.
141637 -            ref SDS 3 0000
141639 -             ..
141640 -            Jeff never really used SDS to implement Communication
141641 -            Metrics, as defined on the web site...
141642 -
141643 -                           http://www.welchco.com/00302.HTM
141644 -
141645 -            ...see for example the record on 970313. ref SDS 5 0000
141647 -             ..
141648 -            Jeff's hone phone is 760 739 9459
141650 -             ..
141651 -        b.  DNRC, State of Montana
141652 -
141653 -            Wayne Wetzel is the Deputy director of DNRC, and has used
141654 -            SDS for Communication Metrics since about 1989.  On 970711
141655 -            Wayne reported successful application. ref SDS 6 3003
141657 -             ..
141658 -            He can be reached at 406 444 6722
141660 -             ..
141661 -            Wayne has recently applied the Internet tools that deliver
141662 -            intelligence on the Internet.  He is not using this new
141663 -            capability on a regular basis yet because there is not wide
141664 -            spread availability of web browsers among his colleagues
141665 -            within the government for the State of Montana, as reported
141666 -            on 980902. ref SDS 14 2660
141668 -             ..
141669 -        c.  Kwan Henmi Architects.
141670 -
141671 -            This firm has just started using Communication Metrics to
141672 -            support design of the Moscone Convention Center, Phase III,
141673 -            in San Francisco.
141675 -             ..
141676 -            Denis Henmi is the lead contact.  You can reach Denis at
141677 -            415 777 4770
141679 -             ..
141680 -            An example using Communication Metrics for conventional
141681 -            project documentation is on 981123. ref SDS 26 0000
141683 -             ..
141684 -            The project Doc Log is at ref OF 2 0000
141685 -
141687 -         ..
141688 -    2.  How long does it take to train someone to manage the system?
141689 -        ref DRT 1 5220
141690 -
141691 -        Training varies according to level of support required.
141692 -
141693 -        Executives can learn to use "intelligence" delivered via
141694 -        Internet in a few minutes using a web browser technology.
141696 -         ..
141697 -        Generating "intelligence" using the SDS program can be learned
141698 -        in rudimentary form in a few days.  Skills grow with extended
141699 -        application.  Call Wayne Wetzel at DNRC. ref SDS 0 9568
141701 -         ..
141702 -        Generating useful intelligence requires writing, legal,
141703 -        management and technical skills, as shown in the USACE report
141704 -        issued on 970328 in Appendix E. ref DRP 1 7412  I believe a
141705 -        training program could support USACE in developing these
141706 -        combined skills, as discussed on 950913 with George Washington
141707 -        University. ref SDS 3 5313
141709 -         ..
141710 -        On 950523 a training curriculum was developed for a class at
141711 -        the Wharton School of Business, ref SDS 1 1674,
141712 -
141714 -         ..
141715 -    3.  Assuming the program resides on a local server, how many people
141716 -        can keep records simultaneously? ref DRT 1 5075
141717 -
141718 -        Answer:  Unlimited.
141720 -         ..
141721 -        Who determines what hyperlinks are established? ref DRT 1 6283
141723 -         ..
141724 -        Answer:  This was reviewed on 981106. ref SDS 19 0726
141726 -         ..
141727 -        Can it be automated in any way? ref DRT 1 4560
141729 -         ..
141730 -        Answer:  Link are automated in several ways.
141732 -         ..
141733 -        Links are created by program features that automatically manage
141734 -        chronology.  The user requires no time to make these links.
141735 -        Custom links take less than a second to create; its only a
141736 -        matter of volition, simply point and click.
141738 -         ..
141739 -        Creating web pages is also automated.
141740 -
141742 -         ..
141743 -    4.  What security measures are built into the program?  How is
141744 -        unauthorized access avoided? ref DRT 1 3200
141745 -
141746 -        Answer:  Security was reviewed on 981107. ref SDS 21 4494
141747 -
141749 -         ..
141750 -    5.  Does anyone else offer a similar product?  If so, what are the
141751 -        advantages of communication metrics? ref DRT 1 0102
141752 -
141753 -        Answer:
141754 -
141755 -            1.  No one else offers a similar product or service.
141756 -
141757 -                Review on 980828 shows a number of firms offer
141758 -                "business intelligence" which mostly turns out to be
141759 -                search engines for marketing efforts on the Internet.
141760 -                ref SDS 13 2520
141762 -                 ..
141763 -                See review of IBM's announcement of marketing business
141764 -                intelligence on 980226. ref SDS 7 0000
141766 -                 ..
141767 -            2.  Advantages of Communication Metrics
141768 -
141769 -                Advantages of "intelligence" are explained in the
141770 -                paper on POIMS technology listed under "Publications"
141771 -                on the Communication Metrics web page. ref OF 1 0582
141773 -                 ..
141774 -                See Welch web page...
141775 -
141776 -                           http://www.welchco.com/00302.HTM
141778 -                 ..
141779 -                CESPN report on 970328 cites advantages. ref DRP 1 6172
141781 -                 ..
141782 -                CESPN-CSB report on 981103 cites advantages of using
141783 -                Communication Metrics on the Internet. ref DRP 5 3587
141785 -                 ..
141786 -                Andy Grove's book, Chairman of Intel Corporation, sets
141787 -                out advantages of analysis for daily management
141788 -                details. see review on 980307. ref SDS 9 3668
141789 -
141791 -  ..
1418 -
1419 -
1420 - 1141 called Bob
1421 -
142101 - Advised of having submitted ref DIT 2 0000.
142102 -
142103 - Bob said he has received it, but has not reviewed it yet.
142105 -  ..
142106 - He wants to review my letter, then he will call me later today or
142107 - tomorrow morning.
142108 -
142110 -  ..
1422 -
1423 -
1424 - 1405 received letter from Bob
1425 -
142501 - Budget and Logistics to Implement Communication Metrics in a District
142502 -
142503 - This afternoon received ref DRT 2 0000 from Bob responding to my
142504 - letter issued this morning, ref DIT 1 0000, per above. ref SDS 0 1664
142506 -  ..
142507 - Bob wants ideas to prepare for our telecon tomorrow on following
142508 - issues...
142509 -
142510 -         [On 981203 called Bob. ref SDS 27 5218]
142511 -
142512 -     1.  who, what, where, how, and how much of getting a Corps
142513 -         district up and running on this.
142515 -          ..
142516 -     2.  If you could, please walk me through the logistics, time
142517 -         frames, hardware and software requirements, and costs of
142518 -         becoming operational:
142520 -          ..
142521 -     3.  how many people would have to be trained, what types of people
142522 -         should they be (project manager, secretary, supervisor?),
142524 -          ..
142525 -     4.  what would the cost of the software be, what would your costs
142526 -         be, etc.
142527 -
142529 -  ..
142530 - Scope of Services, and Scope and Schedule of Change
142531 -
142532 - Bob's questions all relate to a Scope of Services, although in a
142533 - larger sense this is a bigger issue since it entails fundamental
142534 - change to organization structure, methods and procedures.
142535 -
142536 -     CESPN developed a prototype Scope of Services in the Communication
142537 -     Metrics report issued on 970328. see Appendix E, ref DRP 1 4929
142539 -      ..
142540 -     Logistics and schedule are in Appendix E, see para 5 Schedule of
142541 -     Services. ref DRP 1 4480
142543 -      ..
142544 -     Detailed planning was reviewed with CESPN-CO and the Resident
142545 -     Engineer on 970225. ref SDS 4 0000
142546 -
142548 -  ..
142549 - Implementation Planning Project
142550 -
142551 - USACE can use CESPN experience, discussed above, ref SDS 0 0800, to
142552 - develop an Implementation Plan for Communication Metrics.
142553 -
142554 - An Implementation Planning project would deliver answers to Bob's
142555 - questions, ref SDS 0 5851, for decision support by command.
142557 -  ..
142558 - Possibly HQ can provide some research or planning funds to supplement
142559 - local funding in the San Francisco District to develop a formal
142560 - implementation plan.
142562 -  ..
142563 - Tom Keesling, who is the lead manager for implementing CEFMS, PROMIS
142564 - and RMS in the District, would be ideal to head up the planning
142565 - project, supported by the Welch Company.  Since Tom is leaving the
142566 - agency in July, developing this plan to launch the Corps of Engineers
142567 - into the 21st Century, would be a fitting close to his career with
142568 - the Corps.
142570 -  ..
142571 - Preliminarily, the project would deliver the following....
142572 -
142573 -      1.  What does Communication Metrics accomplish.
142574 -
142575 -      2.  What processes and relationships would be impacted from
142576 -          implementing Communication Metrics.
142578 -           ..
142579 -          This is really a continuum.  It is not all or nothing.  Over
142580 -          time, more and more people will become proficient with the
142581 -          science and the technology, and the technology will improve.
142583 -           ..
142584 -          A key question is the emerging awareness that managers are
142585 -          overwhelmed by email.  This project would suggest a support
142586 -          method for screening email, which traditionally was performed
142587 -          by a secretary in managing daily mail.  Communication Metrics
142588 -          includes management of documents, but a structure is needed
142589 -          to avoid making every executive a "documents manager."
142591 -           ..
142592 -      3.  How would Communication Metrics affect, improve and reduce
142593 -          the cost of existing "forms management" methodologies,
142594 -          including current RMS implementation?
142596 -           ..
142597 -      4.  Security and the Internet, see above. ref SDS 0 5842
142599 -           ..
142600 -      5.  How does an "intelligence" role integrate with existing
142601 -          military culture, and Corps of Engineer practices.  It seems
142602 -          likely there is a generic capability that must reside in an
142603 -          existing office or in a new office.  This needs to be defined
142604 -          with respect to missions and functions.
142606 -           ..
142607 -      6.  Training and education, per above. ref SDS 0 3860
142608 -
142609 -          We do not need to train everyone all at once.  There will
142610 -          likely be levels of training.  A few people in each
142611 -          organization will be identified who have the experience and
142612 -          aptitude to be Communication Managers.  These would require
142613 -          focused training on using SDS and preparing useful
142614 -          intelligence, i.e., organization, alignment, analysis,
142615 -          feedback.
142617 -           ..
142618 -          Most managers will want to interact with the record without
142619 -          having the burden of producing daily intelligence, because of
142620 -          time constraints.  These people can likely acquire the needed
142621 -          skills in a day or two of training, plus interaction with
142622 -          Communication Managers.
142624 -           ..
142625 -      7.  Costs and savings.
142626 -
142627 -          Up to now the Corps has not been charged for the software,
142628 -          since it has been a development project.  This will have to
142629 -          be addressed in the study.
142631 -           ..
142632 -      8.  Transition schedule.
142633 -
142634 -          Where do we implement the methodology first?
142635 -
142636 -              Projects, staff meetings, environmental management?
142638 -           ..
142639 -          Unlike CEFMS and PROMIS, it is not necessary to set a date to
142640 -          "throw a switch" and suddenly everyone must be using the
142641 -          system.  The Welch Company can provide transition services to
142642 -          apply the methodology while people learn and gradually
142643 -          increase reliance.
142645 -  ..
142646 - Like implementing other major systems, e.g., Project Management,
142647 - CEFMS, RMS, etc., these questions require serious study.
142649 -  ..
142650 - A four to six month contract for Welch to support an implementation
142651 - planning project might run $100K - $200K.
142652 -
142654 -  ..
1427 -
1428 -
1429 - 2312
1430 -
143001 - Submitted ref DIT 2 0000, with link to this part of the record for
143002 - preliminary talking points on Bob's questions
143003 -
143004 -     [On 981203 called Bob. ref SDS 27 5218]
143005 -
143006 -
143007 -
143008 -
143009 -
143010 -
143011 -
143012 -
1431 -
Distribution. . . . See "CONTACTS"