THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com
S U M M A R Y
DIARY: April 6, 2003 08:12 AM Sunday;
Rod Welch
Called Ross about support for initiative with Dave Snowden at IBM.
1...Summary/Objective
2...SDS Different Does Not Compete with IBM's KM Products Services
..............
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CONTACTS
0201 - Boeing
020101 - Mr. Garold L. Johnson
020103 - Modeling and Simulation
0203 - IBM Global Services
020301 - Mr. David J. Snowden
020302 - Director
020304 - Cynefin Centre
SUBJECTS
Record Capture Aids Understanding Report Concurrently Using Plan Perf
Organizational Memory Fast Easy SDS Has Firepower Rich Record of Expe
Gary Assigned to Capture Record of Technical Review Meetings Coming U
Opportunity Distribute SDS Record Improve Everybody's Memory on Techn
Com Manager Proposed Based on Success of Gary Distrubuting SDS Record
Aerospace company Gary Assigned to Capture Record of Technical Review M tings C
IBM Dave Snowden Market SDS and Com Metrics by IBM as Solution that R
Serivce Sell Com Metrics Services Supported by SDS Like IBM Sells Sol
2910 -
2910 - ..
2911 - Summary/Objective
2912 -
291201 - Follow up ref SDS 46 0000. ref SDS 44 0000.
291202 -
291203 - Discussed with Ross idea to notify Dave Snowden at IBM about Gary's
291204 - report in the record on 030405 that he feels SDS has begun to
291205 - demonstrate tangible results at Aerospace company by improving memory.
291206 - ref SDS 46 0001 This supports endorsement by SRI, reported in the
291207 - record on 020729. ref SDS 17 0001
291208 -
291209 - [On 030413 Gary's SDS record explains and demonstrates benefits
291210 - of SDS for Knowledge Management. ref SDS 49 0001
291212 - ..
291213 - Dave is the director of IBM's newly created Centre for Action Research
291214 - in Organisational Complexity (CAROC) and was formerly a Director of
291215 - IBM's Institute for Knowledge, as reported on 020608. ref SDS 14 Y93L
291216 - Dave wrote a paper on Knowledge Management, which is reviewed in the
291217 - record on 020608 and showing this effort has largely failed to meet
291218 - expectations. ref SDS 14 ZN6I While Dave's explanation of Knowledge
291219 - Management and ideas on implementation, ref SDS 14 3G8F, seem to fall
291220 - short of SDS and Communication Metrics capabilities for improving
291221 - human and organizational memory, as explained in POIMS, ref SDS 14
291222 - LS4N, there is some commonality on issues of linking, ref SDS 14 6Y8L,
291223 - largely accomplished through stories. ref SDS 14 P845
291224 -
291225 - [On 030417 submitted proposal to Dave. ref SDS 50 0001
291227 - ..
291228 - [On 030418 asked Ross about follow up. ref SDS 51 0001
291230 - ..
291231 - [On 030428 Dave responds to proposal. ref SDS 52 0001
291233 - ..
291234 - IBM's efforts to sell "solutions" that integrate hardware, software
291235 - and support services for solving complex business problems, as shown
291236 - in the record on 020730, ref SDS 18 H69Y, aligns with SDS capabilities
291237 - for implementing Communication Metrics work practices, which require
291238 - support, as we have done with Gary at Aerospace company.
291240 - ..
291241 - Communication Metrics provides a powerful new story that complements
291242 - IBM's current efforts, and IBM's reputation and sales channels offer a
291243 - strong platform through seminars and direct marketing for SDS and
291244 - Communication Metrics that solve the growing problem in business and
291245 - government for accurate communication and better memory. An example,
291246 - is the discussion with Stuart Harrow at DCMA in the Defense Department
291247 - who discovered on 020905 that people can learn in about two (2)
291248 - minutes how to save time and money by using explicit links for
291249 - aligning daily work with objectives, requirements and objectives.
291250 - ref SDS 20 DAPW A week or so later, on 020912 Stuart demonstrated
291251 - that this capability has marketing appeal by asking for more
291252 - information on SDS and Com Metrics. ref SDS 21 HH92
291254 - ..
291255 - Gary's recent success using SDS at Aerospace company demonstrates
291256 - Communication Metrics is a viable solution for IBM's customers in
291257 - industry and government who are seeking solutions to solve complex
291258 - problems. This recent success aligns with prior reports by PG&E and
291259 - by USACE saying that experience using Communciation Metrics on the job
291260 - shows this service supported by SDS improves management to save time
291261 - and money. ref DRP 1 6172
291263 - ..
291264 - Ross asked if SDS has a copyright?
291266 - ..
291267 - Advised that there is no formal copyright or patent on SDS because
291268 - that requires a revenue stream, which has been limited by slow
291269 - acceptance in the market place, as related on 990527. ref SDS 6 KS4O
291270 - Intellectual property and trade secrets of SDS that may qualify for
291271 - protection is reported in the record on 000831. ref SDS 9 IW5G
291273 - ..
291274 - Ross feels there is a risk that if IBM decides to pursue SDS, they
291275 - will take over the development and ignore Welch rights.
291277 - ..
291278 - IBM has experience trying to accomplish SDS without Welch. Following
291279 - the meeting with IBM on 941114, ref SDS 2 5380, IBM subsequently
291280 - invested $4B to purchase Lotus Notes. Some years later on 001130 IBM
291281 - discovered that they lacked the expertise to convert LN into an SDS
291282 - capability that supports Knowledge Management. ref SDS 11 F26K Based
291283 - on this record, IBM can reasonably conclude that taking over SDS
291284 - without Welch will fail, as occurred with LN. In other words, no
291285 - amount of money can succeed without expertise to guide the work.
291287 - ..
291288 - Ross seemed to indicate a typical solution would be to enter into an
291289 - agreement that generates cash flow of $250K required to obtain
291290 - copyright.
291292 - ..
291293 - Ross indicated willingness to support another effort on engaging IBM
291294 - for joint work along the lines planned in the meeting with IBM on
291295 - 941114, ref SDS 2 0001, to exploit IBM marketing capabilities and
291296 - Welch Communication Metrics capabilities.
291297 -
291298 - [On 030409 received letter from Ross confirming plans to support
291299 - contacting IBM about SDS. ref SDS 48 0001
291301 - ..
291302 - [On 030417 submitted proposal to Dave. ref SDS 50 0001
291304 - ..
291305 - [On 030418 asked Ross about follow up. ref SDS 51 0001
291307 - ..
291308 - [On 030428 Dave responds to proposal. ref SDS 52 0001
291310 - ..
291311 - [On 030428 Ross reports research showing Dave is not a good
291312 - channel for advancing KM at IBM. ref SDS 52 916L
291313 -
291314 -
291315 -
291316 -
2914 -
SUBJECTS
SDS Different Solution from IBM Products and Services for KM No Compe
IBM Using IT Programs Quickplace Sametime Teamroom for KM
3304 -
330501 - ..
330502 - SDS Different Does Not Compete with IBM's KM Products Services
330503 -
330504 - Dave Snowden is the initial target of the exercise because he seems to
330505 - have responsibility for marketing IBM services, per above, ref SDS 0
330506 - 0001, and because on 020920 Dave asked for more information on SDS,
330507 - POIMS and Com Metrics. ref SDS 22 UN6H
330509 - ..
330510 - Ross is familiar with Quickplace, Sametime and Teamroom, which Dave
330511 - Snowden cited in a letter on 020920 as benchmarks of support for KM
330512 - practice at IBM. ref SDS 22 LW3K Ross indicated that these important
330513 - products offer a different solution from SDS support for improving
330514 - memory, as explained in POIMS. ref OF 1 01TU Ross' understanding
330515 - aligns with Morris' analysis on 030206. ref SDS 30 NH84
330517 - ..
330518 - Ross commented that POIMS provides a coherent theory of management,
330519 - communication and knowledge that is enabled by SDS. As a result, he
330520 - feels comfortable supporting review by IBM for marketing SDS software
330521 - and Communication Metrics services to complement IBM's strategy to
330522 - provide solutions to customers.
330524 - ..
330525 - Ross' analysis aligns with John Maloney's report on 020610 saying that
330526 - SDS does not fit the template for KM software. ref SDS 15 EA9I
330527 -
330528 - [On 030808 Pat Lincoln at SRI encounters researchers who refuse to
330529 - consider SDS because they mistakenly believe their work will yield
330530 - a stronger solution for KM than SDS, because they refuse to invest
330531 - time to gain experience with SDS in order to improve foundational
330532 - skills. ref SDS 53 QR82
330534 - ..
330535 - Basic plan is to notify Dave, hopefully sometime next week, about Pat
330536 - Lincoln's endorsement of SDS, which I need to finalize, per the record
330537 - on 030327, ref SDS 43 4K6G, and, also, about progress by Gary
330538 - at Aerospace company, and further about interest by DOD, reported on 020912.
330539 - ref SDS 21 HH92
330541 - ..
330542 - Ross indicated he would submit a letter to Dave supporting this
330543 - initiative.
330545 - ..
330546 - I will send Ross contact information on Dave (see line 0203 above) for
330547 - internal research to consider whether Dave is an effective channel for
330548 - considering SDS, and or whether there might be other people at IBM who
330549 - as well or better positioned to take action.
330550 -
330551 -
330552 -
330554 - ..
3306 -
3307 -
3308 - 1004 called Gary
3309 -
330901 - Reviewed discussion with Ross, per above, about supporting an
330902 - initiative with IBM, ref SDS 0 0001, based on Gary's report of
330903 - progress using SDS at Aerospace company, shown in the record on 030405.
330904 - ref SDS 46 0001
330906 - ..
330907 - Gary explained that meetings coming up in two weeks are to improve
330908 - progress on Aerospace company's project with the US Army. A major focus will be
330909 - to develop requirements and identify candidates for simulation
330910 - software, per Gary's record on 030403. ref SDS 45 5K72
330912 - ..
330913 - Gary has reviewed ideas developed on 030405 for distributing SDS
330914 - records at Aerospace company. ref SDS 46 IN6F The manager who asked Gary to
330915 - prepare a record on these meetings is not his direct boss, but someone
330916 - who heads up another component team that is an element of the overall
330917 - project, and is evidently leading the pending review. Gary will think
330918 - about discussing with this manager the idea of distributing SDS
330919 - records, and let me know if he decides the situation feels right for
330920 - proposing this initiative based on planning in the record on 030405.
330921 - ref SDS 46 O55M
330922 -
330923 - [On 030407 Gary plans to go ahead and distribute SDS records at
330924 - Aerospace company. ref SDS 47 IH6M
330926 - ..
330927 - [On 030407 provided instructions on how to distribute SDS records
330928 - using HTML format that displays in a browser and makes internal
330929 - links active. ref SDS 47 PG59
330931 - ..
330932 - Gary has a good memory that is typically evident during meetings,
330933 - which others have noticed throughout his career. He feels that
330934 - writing with Microsoft Word, Ecco, Keynote and other powerful software
330935 - programs, along with the traditional practice of writing notes in bed,
330936 - all enhance memory. An example of Gary's work with Keynote is the
330937 - record on 020722. ref SDS 16 GWWR He indicated that SDS also helps,
330938 - as related in POIMS. ref OF 4 KH8J We did not discuss today how SDS
330939 - enables transformation from traditional information technology to
330940 - Knowledge Management, as set out in POIMS. ref OF 5 3742
330942 - ..
330943 - Gary supports the idea of a Communcation Manager role to help people
330944 - apply SDS and transition people to Communication Metrics. He feels
330945 - this role is needed even without SDS. This supports the concept of
330946 - marketing SDS as a "solution" that provides both products and services
330947 - to perform Communication Metrics, per discussion with Ross above.
330948 - ref SDS 0 PS6I
330950 - ..
330951 - Gary noted that he uses a range of tools for Knowledge Management.
330953 - ..
330954 - He will write out an explanation of "Knowledge Management" and then
330955 - list the various tools he uses to accomplish the scope of work defined
330956 - for KM.
330957 -
330958 - [On 030407 Gary submitted a list of all of the tools he uses for
330959 - information management and does not explain how any of these
330960 - support Knowledge Management.
330961 -
330962 -
330963 -
330964 -
330965 -
330966 -
330967 -
330968 -
330969 -
330970 -
330971 -
3310 -
Distribution. . . . See "CONTACTS"