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


S U M M A R Y


DIARY: December 13, 2001 02:03 PM Thursday; Rod Welch

Jerry Nord with CSG called about SDS.

1...Summary/Objective
2...Jerry - Software Engineer, Given Much Thought to KM
3...Organization by Subject Key Part of Intelligence Support
4...Business Needs Intelligence to Save Time and Money
5...SDS Proprietary Project, Not Open Source; Aids All Methods
6...Communication on SDS Fosters Culture of Knowledge for Understanding KM
7...Jerry asked how far we want to take SDS?

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

1...Did Jerry encounter SDS from a random search on the Internet, or was

CONTACTS 
0201 - CSG Systems Inc.                     402 431 7000
020101 - Mr. Jerry Nord; 402 963 8725
020102 - Jerry_Nord@csgsystems.com

SUBJECTS
CSG, Jerry Nord Inquires about SDS Feels Com Metrics Explained in POI
History Began Software Engineering 1973
Nord, Jerry Manager Software Development
Subject Index Tried to Develop Never Been able to Accomplish Somethin
Organize Information on Computer Jerry Has Tried For Years Like Many

1207 -    ..
1208 - Summary/Objective
1209 -
120901 - Follow up ref SDS 81 0000, ref SDS 72 0000.
120902 -
120903 - Jerry seems to have management responsibility for software development
120904 - at CSG.  He has worked on using computers to aid management, but
120905 - success has been limited, as at Microsoft, IBM, Oracle, etc.  Jerry
120906 - emphasized that there is a need for SDS. ref SDS 0 GL6W  He has begun
120907 - discussing SDS with colleagues at CSG and found agreement that SDS has
120908 - potential to meet demand for improving management.  This is a helpful
120909 - step creating allies who can join in pursuing a common vision based on
120910 - POIMS. ref SDS 0 P63J  Basic objective is for SDS to become the engine
120911 - of enterprise management, as an operating system for people and
120912 - organizations.  This will displace and complement wordprocessing and
120913 - spreadsheets, to become a "killer application, universally used like
120914 - the alphabet by everyone, everywhere in the world. ref SDS 0 GM6F
120915 - ..
120916 - Submitted ref DIT 1 0001 linked to this record confirming
120917 - understandings and pending actions. ref SDS 0 R34M
120918 -
120919 -    [On 020208 Jerry still planning to submit ideas, was delayed by
120920 -    jury duty. ref SDS 83 0001
120921 -
120922 -
120923 -
120924 -
120925 -
1210 -
1211 -
1212 - Progress
1213 -
121301 -  ..
121302 - Jerry - Software Engineer, Given Much Thought to KM
121303 - Organization by Subject Key Part of Intelligence Support
121304 -
121305 - Jerry returned the call and follow up the letter, ref DIP 5 0001,
121306 - responding to his letter, ref DRP 8 0001, asking about SDS, which was
121307 - received on 011210. ref SDS 81 0001
121308 -
121309 - Jerry seems to have responsibility for managing some of the software
121310 - development at CSG.  He began writing software in 1973, which puts him
121311 - in late 40s to early 50s.  This means he has life experience needed
121312 - for making progress in KM.  He mentioned having a son in college, who
121313 - is helping Jerry develop a Task Manager application for the Palm Pilot
121314 - that students can use for organizing their work.
121315 - ..
121316 - Jerry has made considerable effort over many years to develop an
121317 - indexing system for organizing and retrieving information on a
121318 - computer, but feels these have so far not been effective.
121319 -
121320 -     Aligns with report on 011003 that IT methods are not effective.
121321 -     ref SDS 76 EC5N
121322 -
121323 - SDS uses multiple strategies for intelligence to locate information
121324 - quickly, defined in POIMS. ref OF 2 0367  One way is subject indexing,
121325 - related in the record on 890523. ref SDS 2 P13O
121326 -
121327 -     On 010425 Morris reported SDS use cases are a utopia compared to
121328 -     using other methods.  Everything is always in the right place at
121329 -     the right time using SDS. ref SDS 51 EP7F
121330 -     ..
121331 -     On 000709 Bill DeHart reported experience using SDS at PG&E
121332 -     that supports Morris' evaluation on 010425. ref SDS 31 0052
121333 -
121334 - Did Jerry encounter SDS from a random search on the Internet, or was
121335 - he referred to SDS by another source?
121336 -
121337 - Jerry did not explain in his letter on 011210 how he encountered SDS on
121338 - the Internet.  Would like to know how that occurred.
121339 -
121340 -
121341 -
121342 -
121343 -
121344 -
121345 -
1214 -

SUBJECTS
Covey Day Planner Current Management Practice
Business Need SDS, Jerry Nord
Rework Saving Pays for Good Management Using SDS
ROI Communication Metrics
Cost Saved Solve Problems Using Historical Record

330701 -  ..
330702 - Business Needs Intelligence to Save Time and Money
330703 -
330704 - Jerry strongly supported the explanation in POIMS about the need for
330705 - SDS in business to integrate scheduling, doing the work and capturing
330706 - organizational memory. ref OF 2 6649
330707 -
330708 - Need for SDS is shown by Eric Armstrong's letter on 011003 explaining
330709 - productivity is paralyzed by quagmire of information overload using IT
330710 - methods. ref SDS 76 EC5N  On 011006 Gary Johnson related how big
330711 - organizations need intelligence support. ref SDS 77 QS5F
330712 -
330713 - Jerry seemed to relate in our call today that he is using management
330714 - methods advocated by Stephen Covey.  Think he said something about a
330715 - Day Planner.  He feels SDS supports these traditional methods, as
330716 - explained in POIMS.  I did not mention during the call that Covey's
330717 - work was reviewed on 921205, and shows alignment with SDS support.
330718 - ref SDS 5 4080
330719 - ..
330720 - Jerry's general sense that SDS enables using good management
330721 - practice consistently is correct, as reported on 911123. ref SDS 4
330722 - 0477  On 970603 Dave Vannier made this point at Intel. ref SDS 18 4528
330723 - ..
330724 - Jerry has calculated that his company (or group, not sure on
330725 - this) is losing $40K per week due to the problem of "meaning drift"
330726 - explained in POIMS that occurs from meetings, calls, email and other
330727 - communication that are not aligned with an audit trail with
330728 - objectives, requirements and commitments, and leads to conflicting
330729 - actions that waste time and money. ref OF 2 8774
330730 -
330731 -        [On 020409 Jerry clarifies his calculation shows loss in the
330732 -        range of $40K per week. ref SDS 84 SS6G
330733 -
330734 -        [On 020415 received calculation from Jerry showing losses of
330735 -        $40K per day. ref SDS 85 C28K
330736 -
330737 -      On 000325 reviewed this issue. ref SDS 25 0001
330738 -      ..
330739 -      USACE made a calculation of "rework" caused by poor
330740 -      communication in its report on 971007. ref DRP 10 4680
330741 -      ..
330742 -      NWO calculates the cost of failed communication,
330743 -      ref OF 3 0110, that causes "rework." ref OF 3 6915
330744 -      ..
330745 -      If time permits, would be interesting to see Jerry's
330746 -      calculation on the price people pay when communication does not
330747 -      line up with objectives, requirements and commitments.
330748 -
330749 -        [On 020415 received calculation from Jerry showing losses of
330750 -        $40K per day. ref SDS 85 C28K
330751 -
330752 - Jerry reviewed the USACE report showing cost savings using SDS is in
330753 - the range of 10:1. ref DRP 10 7400
330754 -
330755 - He feels Knowledge Management has failed because nobody else has come
330756 - up with a design that is flexible enough to integrate doing things
330757 - with planning.  Jerry gave an example of his wife who feels computers
330758 - are too rigid, so they and feel computers need more flexibility and
330759 - range to work more like human intelligence.  Jerry said the ideas in
330760 - POIMS on "intelligence" that integrates the plan, perform, report
330761 - cycle, ref OF 2 6649, are closer to what is needed to make technology
330762 - effective for knowledge work.
330763 - ..
330764 - I mentioned the woman who called on Tuesday and talked for quite
330765 - awhile about how she bumped into SDS on the Internet doing research
330766 - for ways to help her kids with education (specifically, she was
330767 - researching Pinker's ideas on cognitive science, reported on 990329.
330768 - ref SDS 19 0001)  SDS has a design that makes it fast and easy to
330769 - apply organization and structure to narrative.  A key is providing a
330770 - flexible structure that accomodates a wide range of circumstances, as
330771 - explained in POIMS. ref OF 2 HP6J
330772 -
330773 -
330774 -
330775 -
330776 -
330777 -
330778 -
330779 -
3308 -

SUBJECTS
Open Source Concern to CSG Staff, SDS Proprietary
Royalties of SDS Record
SDS Proprietary Not Open Source
Proprietary Not Open Source CSG Objects to Open Source
Advocates for Change
CSG Jerry Nord Has Obtained Favorable Comments from Colleagues to For
Circle of Advocates Focus Bright Stars by Vetting New Ideas and Prese

4210 -
421001 -  ..
421002 - SDS Proprietary Project, Not Open Source; Aids All Methods
421003 - Communication on SDS Fosters Culture of Knowledge for Understanding KM
421004 -
421005 - Jerry has discussed SDS and POIMS with a dozen or so of his colleagues
421006 - since Monday, per suggestion in the letter about building a culture of
421007 - knowledge at CSG for understanding and promoting SDS, ref DIP 5 AX6F,
421008 - which was submitted on 011210. ref SDS 81 P54G  He said that so far
421009 - six (6) people have gotten back to him with favorable comments.
421010 -
421011 -     [On 020131 Secretary of Defense Donald Rumsfeld recommends selling
421012 -     new ideas to a group and developing a circle of advocates who form
421013 -     a base of support for presentation to higher command. ref SDS 82
421014 -     2J7H
421015 -
421016 -     [On 020208 Rumsfeld's suggestions for building a circle of
421017 -     advocates was submitted to Jerry, but not cited specifically.
421018 -     ref SDS 83 IV3F
421019 -
421020 -     [On 020415 Jerry's boss rejects initial proposal to use SDS for
421021 -     Com Metrics to save time and money, seems to have given up on
421022 -     improving communication. ref SDS 85 5N3M
421023 - ..
421024 - Jerry asked about discussion in the letter to Jack Park dated
421025 - 011206 on open source? ref DIP 3 JK5L
421026 - ..
421027 - Correspondence with Jack on 011208 explains SDS is proprietary,
421028 - not open source, and offers to share ownership in order to assemble
421029 - resources for advancing SDS development. ref DIP 4 5S4K  SDS enhances
421030 - alphabet technology which will enable open source and everything else
421031 - to be done better. ref SDS 80 PG7L
421032 - ..
421033 - On 001121 offer was made to sell SDS to open source developers
421034 - so they could learn how to do KM, and provided royalties for any
421035 - revenue that resulted from this use. ref DIP 6 014P
421036 -
421037 -
421038 -
421039 -
421040 -
421041 -
4211 -

SUBJECTS
SDS Unique KM Secret Industry Doesn't Know How to Design KM
CSG, Jerry Nord Will Submit Business Ideas before Christmas
How Far to Take SDS Market Potential for SDS Com Metrics Intelligence
Nord, Jerry to Submit Ideas on Business Development for SDS
CSG, Jerry Nord to Submit Ideas for Business Development on SDS befor

6508 -
650801 -  ..
650802 - Jerry asked how far we want to take SDS?
650803 -
650804 - He has reviewed the preliminary business plan, linked in the letter to
650805 - Jack on 011206. ref OF 1 0111
650806 -
650807 - This is good progress.  It took Dave Vannier several years to ask
650808 - where to take SDS, in Dave's letter on 990422, ref SDS 20 8400, after
650809 - the first meeting at Intel on 950927 laying out the vision of an
650810 - operating system for people and organizations. ref SDS 15 8226
650811 -
650812 - SDS is a DOS program developed with programming support from Morris,
650813 - beginning in about 1983.  This development made it possible to refine
650814 - over a 20 year period a design for improving knowledge work, as
650815 - explained in the discussion with Morris on 010924. ref SDS 75 NK4J
650816 - ..
650817 - SDS functionality enables next generation "killer application"
650818 - discussed with IBM on 941114. ref SDS 9 LV9I
650819 -
650820 - IBM later tried to create SDS by improving LN, and failed because the
650821 - design for KM is a secret of SDS, as reported on 001130. ref SDS 37
650822 - F26K   On 011003 all KM efforts have failed, ref SDS 76 SP6G, except
650823 - SDS, as reported on 010907. ref SDS 73 KX3L
650824 -
650825 - Jerry seemed to be familiar with Clay Christensen's book "The
650826 - Innovator's Dilemma" reviewed on 990527, but in any case was well
650827 - acquainted with challenges and opportunities of being an early mover
650828 - in a new market. ref SDS 21 KS4O  The opportunity is to strengthen
650829 - literacy by tweaking the alphabetic mind, explained in the record on
650830 - 991108. ref SDS 23 5628
650831 - ..
650832 - There may be a business opportunity to advance SDS technology
650833 - and develop marketing channels that launch a new industry for adding
650834 - "intelligence" to daily management that saves time and money, and
650835 - improves national security, as reported on 010911. ref SDS 74 UP5K
650836 - ..
650837 - It appears enabling forces are coming into alignment for
650838 - changing from IT to a culture of knowledge, reviewed on 011120.
650839 - ref SDS 78 H67I Now that SDS has demonstrated how to accomplish this
650840 - objective, the only issue is who will take the first step for defining
650841 - the market, and when?
650842 -
650843 -      [On 020131 Don Rumsfeld, Secretary of Defense, related need for
650844 -      proactive management because new realities require DOD to
650845 -      improve. ref SDS 82 0001
650846 -
650847 -  ..
650848 - Jerry will submit a letter before Christmas with ideas for moving
650849 - forward.
650850 -
650851 -    [On 020208 Jerry still planning to submit ideas, was delayed by
650852 -    jury duty. ref SDS 83 0001
650853 -
650854 -    [On 020409 Jerry planning to submit letter OB 020412. ref SDS 84
650855 -    QS6N
650856 -
650857 -
650858 -
650859 -
650860 -
650861 -
650862 -
650863 -
650864 -
650865 -
650866 -
650867 -
Distribution. . . . See "CONTACTS"