CONTACTS 
0201 - Dan Palanza and NSF                  508 548 7421
020101 - Mr. Dan Palanza

SUBJECTS
Commercial Partners for Phase II Funding
Partners to Support Development
Palanza, Dan on 990710

0805 -    ..
0806 - Summary/Objective
0807 -
080701 - Follow up ref SDS 13 5859, ref SDS 11 3000.
080702 -
080703 - Explained proposal to National Science Foundation for Communication
080704 - Metrics research. ref SDS 0 1368
080705 -
080706 - Dan will submit his Phase I report on 990715. ref SDS 0 0864  He feels
080707 - Communication Metrics might help implement his innovation; this could
080708 - be incorporated into his Phase II proposal. ref SDS 0 0846  Possibly
080709 - Dan's approach can be integrated with Communication Metrics to provide
080710 - a common business support environment. ref SDS 0 1368
080711 -
080712 - Submitted ref DIT 1 linked to this record, with copy to Sally at NSF.
080713 -
080714 -     [On 990711 received letter from Dan. ref SDS 14 0001]
080715 -
080716 -     [On 990716 contacted Dan on his Phase I report. ref SDS 16 0001]
080717 -
080718 -
080719 -
080720 -  ..
0808 -
0809 -
0810 - Progress
0811 -
081101 - I missed the schedule to call Dan this morning at 0700, per his
081102 - letter, ref DRP 9, and my letter, ref DIP 6 0785 sent on 990706....
081103 - ref SDS 13 7006
081104 -
081105 - Got a note from Dan saying, 0700 my time/1000 his time would be ideal
081106 - for him, per my letter. ref DIP 6 0785
081107 -
081108 - I tried the number he gave...
081109 -
081110 -                         508 547 7421
081111 -
081112 - ... ref DRP 9 1550 and got operator message that the area code is
081113 - changed to...
081114 -
081115 -                         978 547 7421
081116 - ..
081117 - I tried that number and got a beeper signal.
081118 -
081119 - Sent Dan a letter apologizing for missing the planned call at 0700,
081120 - and advised of having reached his beeper signal.  Explained I will be
081121 - in the office the rest of the day, and will try back periodically.
081122 -
081123 - Gave my phone number so Dan can call at his convenience.
081124 -
081125 -
0812 -
0813 -
0814 - 1125 called back
0815 -
081501 - Got beeper again.  Tried keying in my phone number.
081502 -
0816 -
0817 -
0818 - 1241 called back
0819 -   ..
081901 - Got beeper again.  Tried keying in my phone number.
081902 -
0820 -
0821 -
0822 - 1558 received letter from Dan
0823 -
082301 - Received ref DRT 1 from Dan correcting the phone number -- it is...
082302 -
082303 -                         508 548 7421
082304 -
082305 - Dan has a meeting at 1400 or so his time, and he will call me after
082306 - his appointment.
082307 -
082308 - Since it is now 1600, which is 1900 his time, I called his corrected
082309 - number and got through to his voice mail.
082310 - ..
082311 - Left a message that he can reach me later today or tomorrow.
082312 -
082313 -
082314 -  ..
082315 - Synergy Between Communication Metrics and Dan's Innovation
082316 -
0824 -
0825 -
0826 - 1613 Dan called back
0827 -
082701 - Dan is completing his Phase I report to NSF, and will submit it on
082702 - Thursday, 990715.  He will send a copy for review.
082703 -
082704 -     [On 990716 received final report. ref SDS 16 0001]
082705 -
082706 -  ..
082707 - Dan's innovation seems to perform double entry bookkeeping for cost
082708 - control in a more rigorous, comprehensive (he says "holistic") form,
082709 - particularly for the IT industry.  He describes a "communication"
082710 - process, and calls it a...
082711 -
082712 -
082713 -                     network bookkeeping system
082714 -
082715 -
082716 -      [On 000305 Xanadu transclusion may need support from Dan's
082717 -      bookkeeping system. ref SDS 21 0786]
082718 -
082719 -  ..
082720 - ...that applies "pattern language" methods based on work at UC
082721 - Berkeley.
082722 -
082723 - On 980101 Peter Drucker recommends using accounting methods to improve
082724 - information management. ref SDS 4 1368
082725 -
082726 - Pattern recognition, as part of "intelligence," was reviewed on
082727 - 990303, citing George Miller's findings that the human mind "recodes"
082728 - names of patterns to build an index for retrieving related information
082729 - in alternate ways. ref SDS 6 2838  The SDS subject index works along
082730 - these lines.
082731 -
082732 -     [On 990711 received letter from Dan describing "pattern language"
082733 -     rather than "pattern recognition." ref SDS 14 9680]
082734 -
082735 -     [On 990712 followed up. ref Sds 15 4410]
082736 -
082737 -  ..
082738 - I mentioned contacts in IT who might be interested in his ideas.
082739 -
082740 - Dan has read the Welch proposal to NSF for Phase I. ref OF 13  There
082741 - is, also, a web site for Communication Metrics which further explains
082742 - this capability...
082743 -
082744 -                       http://www.welchco.com
082745 -
082746 - Dan indicated that Sally's help on 990706 to facilitate our discussion
082747 - today, shows interest by NSF in Communication Metrics. ref SDS 13 5859
082748 - He explained NSF's strong focus on building a "team" to commercialize
082749 - the innovation.  Sally reviewed this point on 990629. ref SDS 11 9674
082750 -
082751 -  ..
082752 - We considered that combining Dan's innovation with Communication
082753 - Metrics might strengthen commercial prospects for both.
082754 -
082755 - Communication Metrics manages daily business information in a way that
082756 - supplements cost and schedule control.  It provides an "audit trail"
082757 - showing cause and effect.  The advantage of adding "metrics" to
082758 - communication is shown on 950202. ref SDS 2 0333  Since communication
082759 - is a predicate to action, adding a "metric" that verifies alignment
082760 - with requirements and authority, enables work to stay on course, i.e.,
082761 - within budget and on time.
082762 -
082763 - The process is explained in the New World Order...  ref OF 3 8577
082764 -
082765 - The need is explained in the New World Order... paper. ref OF 3 8303
082766 -
082767 -  ..
082768 - Dan feels there is a big need for communication support, but people
082769 - have not yet identified the problem as solvable by commercial products
082770 - and services.  The problem is seen as interpersonal, putting in longer
082771 - hours, working harder, greater diligence at "problem handling," rather
082772 - than adding a new tool, work process, and work role. An example is the
082773 - discussion with Ross at IBM on 980808. ref SDS 5 3379
082774 -
082775 -  ..
082776 - The fact that information overload cannot be solved by personal
082777 - diligence, and that the problem is growing due to the success of
082778 - information technology, makes the innovation of Communication Metrics
082779 - commercially explosive, as set out in the NSF proposal. ref OF 16 3528
082780 -
082781 -  ..
082782 - I mentioned the article in Fortune, reviewed on 990625, that describes
082783 - the Chief Operating Officer (COO), as emerging recognition of the need
082784 - to support daily communications. ref SDS 10
082785 -
082786 -  ..
082787 - The example of doctors at Kaiser asking patients to take notes and
082788 - obtain feedback, under a theory of health "partnership" for medical
082789 - management, is another example showing emerging awareness of the need
082790 - for communications support, as a new business system to supplement
082791 - Dan's work in accounting. see on 990625. ref SDS 9 4185
082792 -
082793 -
082794 -  ..
082795 - Contributed Value Improves Innovation Requires Network Bookkeeping
082796 - Network Bookkeeping Manages Complexity of Distributed Ownership
082797 - Payment Based on Value Added and Royalty Entitlement Highly Complex
082798 -
082799 - Follow up ref SDS 13 ZT4M.
082800 -
082801 - Dan explained the purpose of network bookkeeping is to support the
082802 - evolution of industry and commerce toward entrepreneurial enterprise
082803 - where many people contribute value to product design and management
082804 - that vests entitlement to ownership and compensation of royalties.
082805 - This would create self-interest dynamics of incentives based on binary
082806 - forces of credits and accountability that drive innovation and effort
082807 - to yield a more productive economy, reviewed on 970829. ref SDS 3
082808 - 6666
082809 -
082810 -  ..
082811 - Dan said that keeping track of entitlement for distributed ownership
082812 - based on contributed value increases complexity and difficulty of
082813 - managing a much larger volume of accounts and transactions than
082814 - current bookkeeping methods can handle.  Network bookkeeping is
082815 - designed to do the job faster, better and cheaper.
082816 -
082817 -     [On 990804 Dan explains network bookkeeping again. ref SDS 20 0001
082818 -
082819 -  ..
082820 - Dan cited the software industry is an example where network
082821 - bookkeeping will be needed first because this work can be done from
082822 - anywhere and work product can be transported electronically, so there
082823 - is no need for a centralized work force.
082824 -
082825 -     [On 990716 network bookkeeping recedes in Dan's Phase I report to
082826 -     NSF. ref SDS 16 4940
082827 -
082828 -     [On 020510 Jack Park proposes micropayments to people who
082829 -     contribute in designing and writing software code for a program he
082830 -     is developing. ref SDS 22 HO6F
082831 -
082832 -  ..
082833 - Dan feels Communication Metrics using the SDS electronic time card
082834 - that is part of the Control Field may help implement his innovation to
082835 - improve double entry bookkeeping, as explained in the record on 990706
082836 - discussing an electronic time card. ref SDS 13 0783 He said time is a
082837 - feature of his system, which has not yet been fully developed.  The
082838 - SDS diary feature might provide this support.
082839 -
082840 -     [On 990711 Dan confirms SDS is an enabling technology for network
082841 -     bookkeeping. ref SDS 14 0001
082842 -
082843 -     [On 990716 Dan's Phase I report cites binary balancing forces in
082844 -     nature. ref SDS 16 4940]
082845 -
082846 -     [On 990718 Dan asks how SDS protects confidentiality. ref SDS 17
082847 -     6344
082848 -
082849 -     [On 990718 Dan asks how SDS implements Com Metrics. ref SDS 17
082850 -     1616
082851 -
082852 -     [On 990802 Dan says Common Administration enabled by SDS is the
082853 -     precise solution to enable network bookkeeping. ref SDS 18 1628
082854 -
082855 -     [On 990803 Dan requests disclosing SDS architecture. ref SDS 19
082856 -     7068
082857 -
082858 -
082859 -  ..
082860 - He has received a lot of help for his Phase I report, from Jenny, who
082861 - is a consultant on commercializing innovations.
082862 -
082863 -  ..
082864 - I would like to talk with Jenny.
082865 -
082866 -  ..
082867 - Dan will try to set up a telecon with Jenny, after he submits his
082868 - Phase I final report on 990715.
082869 -
082870 -
082871 -  ..
082872 - Common Life Experience Yields Similar Integrated Solutions
082873 -
082874 - On the personal side, Dan is 63 and has a background in general
082875 - contracting for home construction.  He finds the challenge of
082876 - research, and working with NSF, to advance his innovation, is a
082877 - rewarding experience.  My background is similar, having at age 54,
082878 - been a general contractor for public works projects, and worked in the
082879 - legal system, then as a consultant for the government.  These common
082880 - life experiences seem to have moved us toward a common solution to
082881 - improve the practice of management through business metrics, using
082882 - automated integration and the Internet.  The research is certainly
082883 - interesting, as seen from the website...
082884 -
082885 -                       http://www.welchco.com
082886 -
082887 - ..., creating a commercial success is the paramount objective.
082888 -
082889 -
082890 -  ..
082891 - NSF Gives Credibility to Innovations That are Hard to Understand
082892 -
082893 - Dan said people have difficulty understanding his "holistic" system
082894 - for bookkeeping.
082895 -
082896 - I explained similar difficulties for Communication Metrics, as for
082897 - example the telecon with Jason Yuen at the San Francisco Airport
082898 - expansion program on 990507. ref SDS 7 8955
082899 -
082900 -  ..
082901 - NSF participation provides credibility that encourages busy executives
082902 - to consider Communication Metrics "research."  It further engenders
082903 - requisite faith to provide some interim level of support, despite lack
082904 - of understanding.  "Faith without understanding" is essential to build
082905 - experience with disruptive technologies that defy common sense, i.e.,
082906 - are counterintuitive based on "uncommon sense" explained on 990527.
082907 - ref SDS 8 9711  Discussed with Sally on 990629. ref SDS 11 4278
082908 -
082909 -  ..
082910 - Faith to overcome common sense in order to move civilization
082911 - forward was reviewed on 921205. ref SDS 1 8493
082912 -
082913 - Dan seemed to indicate that NSF support has opened a lot of doors for
082914 - him.  This advantage is useful for Communication Metrics, as set out
082915 - in the proposal. ref OF 13 9677
082916 -
082917 -  ..
082918 - Dan feels he has now developed a strong explanation of his system that
082919 - makes the advantages easier for people to understand.  He visited with
082920 - Jenny this past week, and was pleased that she seemed to follow his
082921 - report.
082922 -
082923 - This presents a possible opportunity to incorporate Communication
082924 - Metrics into Dan's Phase II proposal.
082925 -
082926 -
082927 -  ..
082928 - Commercial Funding Phase II Requirements
082929 -
082930 - Follow up ref SDS 13 9674.
082931 -
082932 - Sounds like Dan is beginning this phase of his NSF project.
082933 -
082934 - He feels confident that his Phase I work, following NSF guidelines for
082935 - commercialization planning, will yield good results.
082936 -
082937 - It might be that integrating these systems can both, accomplish design
082938 - objectives of each, and make it easier for prospective commercial
082939 - partners to grasp.
082940 -
082941 - We will talk about planning after Dan's Phase I Final report is
082942 - submitted on 990715, and I have reviewed the specifics.
082943 -
082944 -
082945 -
082946 -
082947 -
082948 -
082949 -
082950 -
082951 -
082952 -