Click here to comment!
1...We reviewed the error of elevated expectations.
2...Jerry plans to send Ken an email with a link to the record
CONTACTS
0201 - CSG Systems Inc. O-00000795 0404
020101 - Mr. Jerry J. Nord
0202/- Boeing O-00000816 0505
020201 - Mr. Garold L. Johnson
020203/- Modeling and Simulation O-00000816 0505
SUBJECTS
Accountability Sales Advantage for Managing Subordinates
Government Requires Records of Business Showing Alignment with Requir
Sanitary Independent District SID Government Requires Records of Busi
Legal Department Proposes Developing License for SDS Pilot Test
Sales Marketing Opportunities for SDS
Scope SDS Appeal to Customer Needs Marketing Sales Pitch
Applications Scope Marketing Sales Pitches to Wide Range of Customer
2109 -
2109 - ..
2110 - Summary/Objective
2111 -
211101 - Follow up ref SDS 61 0000. ref SDS 59 0000.
211102 -
211103 - Reviewed a range of applications for SDS to complement Jerry's ideas
211104 - for using SDS to support government activities that require strong
211105 - accountability. ref SDS 0 NM3F Cultural synergy may be growing at CSG
211106 - on the core objective of using SDS for Com Metrics, with Jerry's boss
211107 - beginning to ask for notes of prior events to verify understandings.
211108 - ref SDS 0 6O83 This new attitude is a fragile window of opportunity
211109 - for SDS to take root; need careful planning and thorough follow
211110 - through to enable a new way of work to grow at CSG, as everywhere
211111 - else. ref SDS 0 WZ7N Avoiding inflated expectations, so that there is
211112 - time to learn SDS and Com Metrics practices, ref SDS 0 A549, plus,
211113 - Jerry's work on understanding POIMS and willingness to explore key
211114 - changes in daily practice related to linking, ref SDS 0 S73G and
211115 - printing documents are key factors in eventual success. ref SDS 0 IE5N
211116 -
211117 - [On 030722 parties agree on scope of phase 1 product and business
211118 - evaluation. ref SDS 63 0001
211119 -
211120 -
211121 -
211122 -
211123 -
211125 - ..
2112 -
2113 -
2114 - Progress
2115 -
211501 - Accountability Offers Marketing Opportunity
211502 - Government Needs Business Records Showing Alignment with Requirements
211503 -
211504 - Follow up ref SDS 61 NM3F, ref SDS 58 GD4T.
211505 -
211506 - Reviewed Jerry's letter, ref DRP 4 0001, received on 030716 submitting
211507 - ideas on marketing accountability, ref SDS 61 NM3F, as a sales
211508 - advantage....
211510 - ..
211511 - This morning mentioned following ideas for applications of SDS....
211512 -
211513 - • Government contracting and other areas where a record is
211514 - required for accountability.
211515 -
211516 - Jerry has good ideas reported on 030716. ref SDS 61 NM3F
211518 - ..
211519 - US Army Corps of Engineer's report on 970328. ref DRP 6
211520 - 6172
211521 -
211523 - ..
211524 - • Business also needs better accountability....
211525 -
211526 - Enron experience shows need for better controls to manage
211527 - meetings and follow up, from review on 020204. ref SDS 33
211528 - EX5O
211529 -
211530 - Corporate boards need independent records rather than
211531 - depend on corporate management to provide accurate report
211532 - on problems, reviewed on 020204. ref SDS 33 KM4F
211533 -
211535 - ..
211536 - • Schools and education.
211537 -
211538 - On 950204 analysis shows SDS improves human memory by
211539 - improving literacy. ref SDS 8 7499
211541 - ..
211542 - On 951012 meeting at University of Santa Clara on course
211543 - curriculum for introducing SDS in school. ref SDS 9 0001
211544 -
211546 - ..
211547 - • Medical management.
211548 -
211549 - Improve doctor patient communication, reviewed on 990625.
211550 - ref SDS 18 4185
211551 -
211552 - Communication mistakes biggest cause of medical mistakes,
211553 - reported on 990912. ref SDS 20 NL7I
211555 - ..
211556 - Health care crisis national commitment to reduce medical
211557 - mistakes, reported 991207. ref SDS 21 0001
211558 -
211560 - ..
211561 - • Advertising medium, per planning on 030530. ref SDS 45 R64F
211563 - ..
211564 - • Other SDS applications listed on 020708. ref SDS 36 MZ6O
211565 -
211566 -
211567 -
211568 -
211569 -
2116 -
SUBJECTS
Scribe New Work Role Training Skills Time Needed to Manage Informatio
Accuracy Boss Asking Jerry for Notes of Past Events Never Happened Be
Demand Latent Organizational Memory Accuracy Boss Asking Jerry for No
Care About Profile SDS User Scribe Makes Above Average Effort for Abo
Gladiator Rome Fragile Democracy Fragile Awareness Opportunity to Imp
Faith IT Loss Confidence Enables Funding on SDS to Convert Informatio
Fleeting Awareness Opportunity to Improve Requires Leadership Tools P
Republic of Rome Fragile Democracy Fragile Awareness Opportunity to I
4810 -
481101 - ..
481102 - Scribe Enables Command and Control Organizational Memory
481103 - Encyclopedia of Organizational Memory Created by Scribe
481104 - Organizational Memory Like Encyclopedia Created by Com Manager
481105 - Com Manager Creates Organizational Memory Like Encyclopedia
481106 -
481107 - Follow up ref SDS 61 6O83.
481108 -
481109 - Jerry has started review of the record on 030708. ref SDS 58
481110 - 0001 He got interrupted by other duties, but plans to
481111 - complete his review when time permits.
481113 - ..
481114 - Benefits have already begun to appear and to grow expectations
481115 - even before starting to use SDS. As a result of going around
481116 - to visit individuals and attending meetings to explain goals
481117 - and planning for evaluating SDS, people are now asking Jerry
481118 - for the notes he is known for taking as the company "Scribe"
481119 - at CSG. Jerry related in our call today that his boss, Ken,
481120 - has asked about five (5) times the past week or so, for
481121 - Jerry's notes on various matters, and that has never happened
481122 - before. So, now Jerry is scrambling to locate notes he has
481123 - prepared, and, as a result, has a better sense of why
481124 - "organization" discussed in POIMS, ref OF 7 1110, makes a lot
481125 - of sense to be prepared for relying on the record, rather
481126 - simply remembering the gist of the story. In other words,
481127 - without organization, merely having a lot of notes is not very
481128 - helpful and it generates demands for finding information that
481129 - are hard to meet within the limited time available, as a
481130 - manager of software engineering.
481131 -
481132 - Jerry's experience aligns with the report on 960406 that
481133 - people have trouble finding information using conventional
481134 - technology. ref SDS 10 4249
481135 -
481136 -
481138 - ..
481139 - Republic for Rome Grasped Democracy Fragile Whisper
481140 - Ceasar Describes Paradigm of Republic for Rome as a Whisper
481141 - Fragile Awareness Opens Window of Opportunity for Improvement
481142 -
481143 - Situational awareness about need for accurate communication,
481144 - as reported by Jerry above, ref SDS 0 A53L, is inherently
481145 - fragile, and so provides only occasional, but frequent, widows
481146 - of opportunity, much like the republic of Rome was a "fragile"
481147 - republic, that could not be sustained without proactive
481148 - leadership, noted in the recent movie "Gladiator," where
481149 - Caesar is depicted describing understanding of "democracy" and
481150 - "republic" as a mere "whisper," that is occassionally grasped
481151 - and then vanishes to reappear later, when conditions again
481152 - make insight possible.
481153 -
481154 - [On 030722 cited in a letter to Jerry on 030722.
481155 - ref SDS 63 MV81
481157 - ..
481158 - [On 031211 evidence shows people encounter situations on
481159 - the job everyday that create awareness about need for SDS
481160 - to work intelligenntly, but awareness is very fragile.
481161 - ref SDS 67 5B92
481163 - ..
481164 - [On 040813 movie Command Decision illustrates why
481165 - improvement takes a long time because transformation is
481166 - resisted by powerful cultural forces. ref SDS 68 IU6U
481168 - ..
481169 - The positive view is that since the need for improvement is
481170 - chronic and pervasive, noted by Kissinger on 940609,
481171 - ref SDS 6 4238, and later by Don Rumsfeld in remarks to the
481172 - War College on 020131, ref SDS 32 QE4H, opportunities will
481173 - continue to sprout up, as people encounter daily consequences
481174 - and frustrations of bad management, as set out in POIMS.
481175 - ref OF 4 YZ4I The record on 921127 illustrates this idea.
481176 - ref SDS 3 0674 So, even if SDS is not fully embraced, or if
481177 - is rejected, in a week, a month..., the same problems will
481178 - reappear and we can try again, i.e., this is not a one shot
481179 - initiative.
481180 -
481181 - [...below, discuss plans for orientation for Ken and
481182 - others to become familiar with SDS work product, and also
481183 - avoid getting lost going in circles in Knowledge Space.
481184 - ref SDS 0 A89N
481186 - ..
481187 - [On 030821 example of chronic and pervasive need for
481188 - accurate understanding of history in order to be prepared
481189 - for working productivley was cited by Gary's
481190 - boss, Steve, at Aerospace company. ref SDS 66 1F6J
481192 - ..
481193 - Jerry's leadership educating the CSG management to obtain
481194 - buy-in, reported on 030709, ref SDS 59 NN8F, engaging his
481195 - boss, and persistence focusing on the core objective of
481196 - improvement, show promise of success, also, cited by Rumsfeld
481197 - in remarks on 020131. ref SDS 32 6L5K Jerry's willingness to
481198 - study POIMS, shown by work on 030708, ref SDS 58 0001, and to
481199 - tackle transformation of work practices, including re-tooling
481200 - personal skills for linking, ref SDS 0 S73G, and working
481201 - online rather than trying to apply SDS like a conventional
481202 - printed document, ref SDS 0 IE5N, all taken together greatly
481203 - increase the chances for growing a "fragile" opportunity into
481204 - a reality at CSG and beyond.
481206 - ..
481207 - [On 030722 cited in a letter to Jerry on 030722.
481208 - ref SDS 63 MV81
481209 -
481210 -
481211 -
481212 -
4813 -
SUBJECTS
Scribe New Work Role Training Skills Time Needed to Manage Informatio
Accuracy Boss Asking Jerry for Notes of Past Events Never Happened Be
SDS Takes Study Like Getting an MBA Avoid False Expectations Jerry Ca
Scribe Makes Above Average Effort for Above Average Results Wants Few
Demand Latent Organizational Memory Accuracy Boss Asking Jerry for No
Expectations Jerry Can Produce Organizational Memory When SDS Arrives
Scribe Assigned Com Manager Use SDS Jerry Has Very Limited Time Becau
False Expectations Jerry Can Produce Organizational Memory When SDS A
Learn SDS Takes 2 Months Not 20 Minutes False Expectations Jerry Can
6211 -
621201 - ..
621202 - 2 Months Planned to Learn SDS for Doing Com Metrics
621203 - False Expectations Remind Everyone Improving Skills Takes Time
621204 - Improving Skills Takes Time Like Learning to Drive Getting MBA
621205 -
621206 - Jerry feels his boss and others are beginning to look forward
621207 - to Jerry using SDS, so that getting notes from past events are
621208 - fast and easy to find.
621210 - ..
621211 - We reviewed the error of elevated expectations.
621213 - ..
621214 - Jerry should notify everyone that SDS is an "experiment" at
621215 - CSG requiring study for several months to learn a new way of
621216 - working, similar to taking time off to get an MBA or PhD in
621217 - management, except that learning SDS results in creating a
621218 - specific deliverable that improves productivity, after
621219 - sufficient initial learning occurs. When SDS arrives, nobody
621220 - at CSG should be looking for Jerry to suddenly have command
621221 - and control of work history, i.e., organizational memory, in
621222 - the manner demonstrated, for example, by this record and the
621223 - record on 030708 that illustrates how work history can become
621224 - an effective "encyclopedia" of timely, accurate organizational
621225 - memory. ref SDS 61 6O83 For one thing, in the beginning none
621226 - of the prior CSG history is in SDS. This leads to a common
621227 - error when people consider SDS, believing, incorrectly, that
621228 - in order for SDS to be useful, all of the company history
621229 - needs to be entered into SDS. Bill DeHart at PG&E raised this
621230 - issue on 940628. ref SDS 7 9052
621232 - ..
621233 - Second, acquiring skills for using SDS that enables
621234 - Communication Metrics initially takes several months to gain
621235 - baseline expertise, then skill continues to rise over a
621236 - lifetime, as discussed on 901003. ref SDS 1 QW6X Since that
621237 - time on 901003, SDS has evolved using feedback from continual
621238 - use, so that learning is faster and easier, but SDS still
621239 - remains a task of study, trial and error, like learning to
621240 - drive a car, cited by Wayne Wetzel on 010725 explaining the
621241 - use of SDS at DNRC. ref SDS 30 FI6O
621243 - ..
621244 - On 030612 the project schedule proposed allocating time for
621245 - study and experimenting with use on the job in order to learn
621246 - SDS prior to people asking for and expecting to rely on SDS
621247 - work product from you. ref SDS 50 CF3K
621249 - ..
621250 - A recent example, is Gary at Aerospace company.
621252 - ..
621253 - Gary had 4 - 5 months from September 2002 until January 2003
621254 - to learn SDS at home without the press of daily business. Now
621255 - after 6 months on the job, Gary reports today that his boss,
621256 - other managers, members of his work group and of other groups
621257 - are stopping by, calling and sending email asking....
621258 -
621259 - • When did this happen?
621260 - • What did we agree to do at the meeting last week?
621261 - • Did we ever decide to do thus and so?
621262 - • Why did we decide to do x; and,
621263 - • Why didn't we decide to do y?"
621265 - ..
621266 - These "intelligence" issues based on organizational memory
621267 - that comprise "intellectual capital," as explained in POIMS,
621268 - ref OF 6 1101, illustrate how Gary is becoming an engine for
621269 - working "intelligently" within his small part of the world at
621270 - Aerospace company, as explained in NWO, showing that without SDS, only
621271 - lawyers and the force of lawsuits provide an "intelligence"
621272 - process in the world of business. ref OF 12 2536
621273 -
621274 - // Per Gary's request on 030717, added this record to list
621275 - that avoids indexing. ref SDS 62 I64N
621276 - //
621277 -
621278 -
621279 -
621280 -
6213 -
SUBJECTS
Links Confusing Boggle the Mind Going in Circles Knowledge Cause Effe
Boggles Mind Shocking Complexity SDS Web of Links People Get Used to
Links Complex Overwhelmed Details of Daily Management in SDS Links Co
Cause Effect Circular Binary Forces Intelligence Process Understandin
Going in Circles Links Confusing Boggle the Mind Going in Circles Kno
Support Training Cost Rate by Welch Requested for License Agreement
Circular Binary Forces Intelligence Process Understanding Knowledge C
Binary Forces Accuracy Immediacy Cause Frustration Denial Delay Neede
Links Missing Resisted to Support Review Reading for Comprehension Ap
Cause Effect Circular Binary Forces Intelligence Process Understandin
Binary Structures Manage Context Using Pattern Language for Accountin
8113 -
811401 - ..
811402 - Links Back and Forward Improve Access Requires Experience
811403 - Circles Avoided Navigate with Date Description Title
811404 - Cause and Effect Binary Forces of Intelligence Use Linking
811405 - Binary Forces of Intelligence Links Manage Cause Effect
811406 -
811407 - Jerry noted that links in SDS records can be confusing. He related
811408 - often winding up back at the place where he started, i.e., going in
811409 - "circles," and this is confusing and seems to reduce productivity
811410 - rather than make getting things done fast and easy, which is the goal
811411 - of SDS. Many people get confused navigating through "Knowledge
811412 - Space," which was first defined on 960620, ref SDS 11 3516, and is
811413 - explained in POIMS. ref OF 4 034J
811415 - ..
811416 - Navigating links in Knowledge Space can be accomplished using the
811417 - practices of Judicious Review, set out on 990419. ref SDS 15 5Y70
811419 - ..
811420 - "Going in circles" can be avoided by noting from the date and
811421 - description that a forward link goes to a location where showing an
811422 - "effect," from which you started a search for a "cause." In that
811423 - case, don't click on that link; rather, move on to the next body of
811424 - information. This consideration is aided by noting the description of
811425 - the current document using the title bar at the top of the browser.
811426 -
811427 - Thus, the date and description of the link and the title bar of
811428 - the browser provide situational awareness on bearings to navigate
811429 - a productive course through "Knowledge Space," rather than wander
811430 - in circles.
811432 - ..
811433 - If a link is clicked that circles forward to the starting location
811434 - where a link was initially opened, users can quickly recognize they
811435 - have traversed a circle of cause and effect, and in that case click
811436 - the "Back" button, and continue until the purpose of the review is
811437 - accomplished.
811439 - ..
811440 - SDS links have a specific purpose, and so every link need not be
811441 - opened by everyone, but rather are created as a continuing resource
811442 - for when they might be needed by someone, similar to the way citations
811443 - are used in a legal brief for support and verification of accuracy,
811444 - also, called "alignment" and "context" for specific contentions.
811445 - Therefore, SDS links are not intended to be read, unless someone wants
811446 - proof, evidence and history about an issue. In that case, open the
811447 - link and read a few sentences, then click back and continue in the
811448 - original source.
811450 - ..
811451 - People need time and support to become familiar with SDS, because
811452 - linking is used differently in SDS from using links on the Internet
811453 - for browsing documents. SDS links essentially have no ending, because
811454 - they emulate human memory to show cause and effect (see discussion
811455 - below, ref SDS 0 IT77). As a result, many people have initial
811456 - difficulty getting started handling SDS links, and then after gaining
811457 - experience, discover this method makes good management fast and
811458 - easy....
811459 -
811460 - Links very helpful but
811461 - counterintuitive hard to
811462 - learn SDS methodology
811463 - Morris Jones................... 911121, ref SDS 2 5699
811465 - ..
811466 - Links self-evident benefit
811467 - Morris Jones................... 940327, ref SDS 5 J496
811469 - ..
811470 - Twice around the world
811471 - going in circles, Roger
811472 - Golden at USACE................ 990211, ref SDS 14 7329
811474 - ..
811475 - Links overwhelming wants
811476 - color coding priority
811477 - Morris Jones................... 990426, ref SDS 16 1100
811479 - ..
811480 - SDS links save time and
811481 - money, easy to follow, and
811482 - add value to email, Bill
811483 - DeHart......................... 990909, ref SDS 19 0001
811485 - ..
811486 - Links boggle the mind until
811487 - people gain experience like
811488 - learning to travel at high
811489 - speeds when Trains, Cars,
811490 - airplanes invented............. 000208, ref SDS 22 2940
811492 - ..
811493 - SDS links hard to navigate
811494 - with many windows open at
811495 - same time, Paul Fernhout....... 000601, ref SDS 24 0308
811497 - ..
811498 - Object to clicking links
811499 - for accessing information,
811500 - Eric Armstrong................. 000824, ref SDS 26 FJ5H
811502 - ..
811503 - SDS inspirational, shows KM
811504 - can be implemented to aid
811505 - understanding, Paul
811506 - Fernhout....................... 001116, ref SDS 28 H23M
811508 - ..
811509 - SDS enables amazing memory
811510 - with mechanisms that
811511 - obviously work, Eric
811512 - Armstrong...................... 010916, ref SDS 31 PG6J
811513 -
811514 -
811515 -
811516 -
8116 -
SUBJECTS
Cause Effect Binary Forces of Intelligence KM Dilemma Applied in SDS
Nord, Jerry CSG Cause Effect Binary Structure of Intelligence KM Dile
Cause Effect Binary Structure of Intelligence KM Dilemma Applied in S
Causation Chronology Experience Defines Knowledge Connecting Stories
Links Frustrating Cause Effect Binary Structure of Intelligence KM Di
Nord, Jerry CSG Cause Effect Binary Structure of Intelligence KM Dile
Immediacy Accuracy Binary Structure KM Dilemma
Working Intelligently Links Frustrating Cause Effect Binary Structure
Binary Structures Traceability Orginal Sources Continual Learning Com
Frustrating Links Cause Effect Binary Structure of Intelligence KM Di
Nord, Jerry CSG Cause Effect Binary Structure of Intelligence KM Dile
Cause Effect SDS Links Enable Opinion Causation Part of Semiotics, In
9414 -
941501 - ..
941502 - Cause and Effect are the Binary Structure of Intelligence
941503 - Binary Structure of Intelligence Manages Cause and Effect
941504 - Transformation from Documents to Knowledge Space Manages Cause Effect
941505 -
941506 - SDS is a new way of working using a "paperless office" that requires
941507 - methodologies for electronic access which presents advantages for
941508 - productivity, and, also, challenges for transformation. The initial
941509 - task to harness the power of binary forces in human cognition that
941510 - uses intelligence to understand cause and effect, presents a dilemma
941511 - of "going in circles" by clicking links in SDS records, as Jerry
941512 - relates above. ref SDS 0 S73G Like the change from walking to riding a
941513 - train, then cars, planes and space craft, there is an emotional
941514 - transformation that occurs, which for some is difficult in the
941515 - beginning, as noted by the above record showing that with experience
941516 - most people become acclimated to the SDS design. Understanding
941517 - objectives and benefits of the design can help make this transition.
941519 - ..
941520 - SDS is designed to make understanding the binary structure of cause
941521 - and effect faster and easier than using traditional methods for
941522 - documentation. This requires command and control of the inherent
941523 - circularity of binary forces that dominate existence, illustrated by
941524 - the POIMS graphic. ref OF 8 1116 Command an control is defined in
941525 - POIMS. ref OF 8 1113 Empowering people with command and control
941526 - offers a new paradigm that replaces documents with a spreadsheet-like
941527 - structure of "Knowledge Space," also, defined in POIMS. ref OF 4 034J
941529 - ..
941530 - Binary forces of cause and effect are discussed in NWO as a primary
941531 - component of human intelligence. ref OF 12 5846 and listed at
941532 - ref OF 12 24SH
941534 - ..
941535 - Today, we reviewed SDS procedures and format that mark forward links
941536 - with an opening bracket "[" and show a date to alert the user that the
941537 - link is going forward in time. Forward links provide an audit trail
941538 - showing that action was taken on something that needed action.
941539 -
941540 - An example is the record on 030708 showing action is needed to add
941541 - links in Jerry's analysis of POIMS, to provide context using an
941542 - audit trail to original sources. The record shows several links
941543 - showing follow up action on this matter. ref SDS 58 QL9F
941545 - ..
941546 - Today, another forward link was added to this part of the record
941547 - that explains the cultural challenge to realizing the benefits of a
941548 - connected record using links. ref SDS 58 Y44O
941550 - ..
941551 - Links in SDS also go backward in time to show prior history that
941552 - supports or otherwise led to the current action. Many, if not most
941553 - backlinks have a complementary forward link to give users immediate
941554 - access to "cause and effect" that enables people to discover both
941555 - "why" and "if" action was taken.
941556 -
941557 - In other words, links in SDS have a different purpose than merely
941558 - to provide access to interesting articles and papers. Links in
941559 - SDS are to specific locations that support, complement and provide
941560 - context that verifies alignment and accuracy, and shows why an
941561 - action was taken, and if a planned action was taken. This is a
941562 - "reasoning" and "understanding" aid that augments intelligence.
941564 - ..
941565 - So, while in the beginning, encountering the circularity of cause and
941566 - effect is confusing, as Jerry notes, per above, ref SDS 0 S73G, after
941567 - gaining experience, User's quickly adjust to this new power.
941568 -
941569 -
941570 -
941571 -
941572 -
9416 -
SUBJECTS
Judicious Review Links Management Orientation Training Alert Notify H
Orientation Jerry's Boss CSG Management Orientation Training Alert No
Links Management Orientation Training Alert Notify How to Use Links i
Jerry's Boss Management Orientation Training Alert Noti
Knowledge Space Training CSG Management Orientation Alert Notify How
Teaching Documents Paradigm Shift to Knowledge Space Training CSG Man
Boss Approved Jerry Investing Time to Learn and Use SDS at CSG
Jerry Send Email to Boss Ken Heatherly Illustrate SDS Work Product
A810 -
A81101 - ..
A81102 - Orientation for CSG Management on SDS Links
A81103 - Links in SDS Provide Support Like Citations in the Law
A81104 -
A81105 - Called Jerry back to review procedures to introduce CSG
A81106 - management people, e.g., Ken and Brett, to handling SDS
A81107 - work product, and in particular links.
A81109 - ..
A81110 - Since it takes experience to gain familiarity with
A81111 - practices that make SDS useful and not confusing, as Jerry
A81112 - reported today, per above, ref SDS 0 S73G, we want to
A81113 - alert others about this risk to prevent negative reactions
A81114 - due to inexperience. As Jerry notes above, there is
A81115 - currently elevated awareness about advantages of better
A81116 - accuracy in communication, ref SDS 0 6O83,
A81118 - ..
A81119 - Jerry plans to send Ken an email with a link to the record
A81120 - submitted on 030716 that reviews Jerry's report on the
A81121 - meeting with the CSG legal department, ref SDS 61 NW5M,
A81122 - and also the record reviewing Jerry's initial analysis of
A81123 - POIMS, received on 030708. ref SDS 58 0001 Sending Ken an
A81124 - email for orientation on SDS, aligns with planning on
A81125 - 030709 for educating management to build buy-in on the
A81126 - project to evaluate SDS. ref SDS 59 NN8F Since these
A81127 - records have a lot of links it would be easy for a
A81128 - newcomer to get lost, as Jerry did.
A81129 -
A81130 - [On 030722 Jerry confirms plans to support Ken and
A81131 - others in understanding SDS. ref SDS 63 YQ3Q
A81133 - ..
A81134 - Jerry will provide orientation, per guidance above, on
A81135 - answering the question about going in circles following
A81136 - links on the Internet, ref SDS 0 S73G, because window of
A81137 - opportunity for improvement is fragile and so can easily
A81138 - disappear like the democracy of Rome. ref SDS 0 WZ7N
A81140 - ..
A81141 - Additionally, support the 3-layer architecture by offering
A81142 - to print POIMS and highlight key ideas for review when
A81143 - time permits, for those who continue to feel more
A81144 - comfortable using printed media, per planning below.
A81145 - ref SDS 0 RH3J
A81146 -
A81147 -
A81148 -
A81149 -
A81150 -
A81151 -
A81152 -
A81153 -
A81154 -
A812 -
SUBJECTS
Implement SDS at CSG with 7 Programmers Jerry Offers to Participate S
Training Manual Program for Software Engineers to Learn and Implement
Nord, Jerry at CSG Offers to Design Write Training Regimen
Pilot Test Early Adopters Discover Demand for SDS KM
7 Programmers Jerry Offers to Participate SDS Development Marketing B
Work Use SDS Approved Jerry's Boss Investing Time to Learn and Use SD
CSG Approved Jerry Investing Time to Learn and Use SDS at CSG Jerry D
Boss Approved Jerry Investing Time to Learn and Use SDS at CSG
Approved Jerry's Boss Investing Time to Learn and Use SDS at CSG Jerr
Management CSG Approved Jerry Investing Time to Learn and Use SDS at
Work Use SDS Approved Jerry's Boss Investing Time to Learn and Use SD
AP13 -
AP1401 - ..
AP1402 - SDS Configured to Demonstrate Jerry's Work Product
AP1403 -
AP1404 - Follow up ref SDS 61 6O95, ref SDS 57 WT7U.
AP1405 -
AP1406 - Jerry indicated plans to use SDS at home, and that he is
AP1407 - anxious to get started. He likes the plan in the record on
AP1408 - 030716 to configure an SDS program set that incorporates this
AP1409 - early work we are doing, so he will have some records that
AP1410 - expedite learning SDS functionality. ref SDS 61 6O95
AP1412 - ..
AP1413 - Section 2 of the draft Agreement recognizes that SDS will be
AP1414 - used at home and at work, shown in the record on 030708.
AP1415 - ref SDS 57 WT7U
AP1416 -
AP1417 - [On 030722 Jerry submitted a letter confirming plans to
AP1418 - use SDS at home and at work. ref SDS 63 YP49
AP1420 - ..
AP1421 - We reviewed planning on 030612 for SDS to be learned and used
AP1422 - at home and at work under POIMS design to integrate personal
AP1423 - and organizational management and memory. ref SDS 50 CF3K
AP1424 - Jerry confirmed in the call today that on 030609 his boss
AP1425 - approved Jerry spending time on the job at CSG learning and
AP1426 - applying SDS. ref SDS 47 XO60
AP1427 -
AP1428 -
AP1429 -
AP1430 -
AP1431 -
AP1432 -
AP15 -
SUBJECTS
Dilemma Information Management Print Everything Link Nothing Because
Knowledge Culture from Information Change Takes Courage Leadership
KM Dilemma Links Rejected Complex, Ignorance Avoids Accountability
Print Preferred Fear Responsibility Notice Burden of Knowledge
Links Fear Responsibility Notice Burden of Knowledge
Information Management in Manual World Requires Printing Avoid Links
2 Worlds Bridge Gap IT Makes Documents Look Good But Need Structure f
Print Forced Incentive Information Technology Forced to Rely on Paper
Nord, Jerry CSG Invested a Lot of Time Developing Efficient Ways to P
Print Documents for Information Management Disappointed about Losing
Disappointed Resist Lose Investment Time Developing Efficient Ways to
3-layer Architecture Transitions from IT to Culture of Knowledge Usin
BM14 -
BM1501 - ..
BM1502 - Printing Common Way of Working Using Information Management
BM1503 - 2 Worlds Bridge Gap between Information and Knowledge Management
BM1504 -
BM1505 - Jerry asked why the record on 030716 proposes reviewing SDS materials
BM1506 - like POIMS, online, rather than print documents for conventional
BM1507 - reading practice. ref SDS 61 IE5N
BM1509 - ..
BM1510 - Jerry related having developed an effective procedure for printing
BM1511 - documents, and then organizing them to support daily management. He
BM1512 - feels information management is a critical part of success in
BM1513 - business. Earlier on 030621 Jerry reported having printed SDS
BM1514 - materials for guidance on preparing an initial Agreement. ref SDS 52
BM1515 - XN6K
BM1517 - ..
BM1518 - We reviewed the challenge of transformation from information to a
BM1519 - culture of knowledge reported on 030512. ref SDS 43 ZT54 Jerry seemed
BM1520 - to agree that the aims of a "paperless office" for faster, easier and
BM1521 - more accurate management from using information in an electronic form
BM1522 - are not possible by relying on paper. People have stuck with paper
BM1523 - because experience using conventional tools from Microsoft and others
BM1524 - have not realized the promise of faster, easier and more accurate
BM1525 - information management, as noted by Bill Gates on 021108. ref SDS 41
BM1526 - EF5I
BM1527 -
BM1528 - [On 030816 example of reliance on printed documents advocated by
BM1529 - Microsoft that slows progress toward a culture of knowledge that
BM1530 - relies on a paperless office. ref SDS 65 WO6U
BM1532 - ..
BM1533 - Jerry is considering SDS, because SDS work product on the Internet
BM1534 - demonstrates with clear and preponderant evidence that for someone in
BM1535 - the world objectives for a new way of working that advances from
BM1536 - information management to a stronger technology of Knowledge
BM1537 - Management is not a dream, but is a daily reality, as shown by this
BM1538 - record.
BM1539 -
BM1540 - [On 030722 Jerry experimented reading SDS records and foundational
BM1541 - documents online, rather than printing; led to idea to help others
BM1542 - transition. ref SDS 64 443J
BM1544 - ..
BM1545 - We are experimenting with a three (3) layer architecture for using SDS
BM1546 - to implement Com Metrics at CSG, similar to Gary's work at Aerospace company,
BM1547 - reported above. ref SDS 0 A567 This experiment entails Jerry
BM1548 - enhancing skills as a technical advisor to prepare SDS work product
BM1549 - that accomplishes the aims of the paperless office, so that Ken, Brett
BM1550 - and others at CSG can continue using traditional methods of
BM1551 - information management by printing documents, yet also begin the
BM1552 - transition toward a paperless office. Transitions and improvement
BM1553 - don't occur overnight. We have to start off somewhere and bring
BM1554 - people along slowly. The place to start is reviewing SDS records and
BM1555 - foundational documents like POIMS on line, in order to gain experience
BM1556 - needed for discovering the benefits and the power of a paperless
BM1557 - office.
BM1559 - ..
BM1560 - This 3-layer architecture requires someone to be the Scribe, who makes
BM1561 - a big transition more quickly, in order to provide work product that
BM1562 - is useful for others to work intelligently, while continuing to rely
BM1563 - on traditional work practices. The record on 020820 details the
BM1564 - objectives and scope for a 3-layer architecture introducing SDS for
BM1565 - Com Metrics. ref SDS 39 X53K
BM1567 - ..
BM1568 - Jerry proposed a good approach for implementation, per above, to
BM1569 - notify Ken and others in an email and/or personal visits, that a good
BM1570 - faith review of SDS requires initial orientation of work product and
BM1571 - theory, and that this should be done on line to get a sense of how SDS
BM1572 - works differently from other methods and tools. ref SDS 0 A853
BM1573 - Suggest that people spend 20 minutes to an hour online using links to
BM1574 - gain familiarity with SDS methodology by applying guidance explained
BM1575 - above. ref SDS 0 WR6J
BM1577 - ..
BM1578 - Caution people that frustrations may occur initially getting lost in a
BM1579 - connected record, but that after gaining experience using judicial
BM1580 - review practices explained on 990419, ref SDS 15 5Y70, the power and
BM1581 - benefits of using SDS materials online become manifest.
BM1583 - ..
BM1584 - Offer to print materials and highlight issues for discussion in a
BM1585 - meeting that you feel deserve focused attention in relation to work
BM1586 - practices and problem areas at CSG.
BM1587 -
BM1588 -
BM1589 -
BM1590 -
BM1591 -
BM1592 -
BM1593 -
BM16 -
SUBJECTS
Trade Secrets SDS List on Jerry Nord's Non-disclosure Agreement with
Appendix Trade Secrets Non-disclosure Patentable Intellectual Propert
Appendix A Technology Defined Cited in Article 1 Section 1 Confidenti
Trade Secrets Appendix A Agreement Report Progress on Drafting
BQ06 -
BQ0701 - ..
BQ0702 - SDS Scope and Trade Secrets Needed for Agreement
BQ0703 -
BQ0704 - Follow up ref SDS 61 6O41.
BQ0705 -
BQ0706 - Advised I will get this out over the weekend using the list on
BQ0707 - 000831. ref SDS 27 IW5G
BQ0708 -
BQ0709 -
BQ0710 -
BQ0711 -
BQ08 -
SUBJECTS
Meaning SDS POIMS Com Metrics
Definition Scope Meaning SDS POIMS Com Metrics
Clarify Definition Scope Meaning SDS POIMS Com Metrics
POIMS Com Metrics SDS Clarify Definition Scope Meaning
Com Metrics SDS POIMS Clarify Definition Scope Meaning
BW07 -
BW0801 - ..
BW0802 - Clarify Meaning SDS, POIMS, Com Metrics
BW0803 -
BW0804 - Follow up ref SDS 61 6O55
BW0805 -
BW0806 - Did not discuss this issue.
BW0807 -
BW0808 -
BW0809 -
BW0810 -
BW0811 -
BW09 -
SUBJECTS
Legal Department CSG Proposes Developing Legal Agreement
Agreement on Using SDS and Participating in SDS Project Requires Memo
Nord, Jerry Will Develop Proposal for Protecting Welch IP
CSG Legal Department Proposes Developing License for SDS Pilot Test
License for SDS Pilot Test Proposed by CSG Legal Department
CI07 -
CI0801 - ..
CI0802 - Alternate Non-disclosure Agreement....
CI0803 - Agreement Complex Effort Should be Tailored to Prospects for Success
CI0804 - Legal Department Proposes Developing License for CSG to Pilot Test
CI0805 -
CI0806 - Follow up ref SDS 61 NW5M, ref SDS 59 NM3F.
CI0807 -
CI0808 - Jerry seemed to indicate today that a license is something that can
CI0809 - evolve as a deliverable from the phase 1 evaluation project, rather
CI0810 - than invest time and expense to create a licensing arrangement as a
CI0811 - condition precedent to evaluation.
CI0812 -
CI0813 - [On 030722 Jerry's letter confirmed these understandings.
CI0814 - ref SDS 63 YP6F
CI0816 - ..
CI0817 - Jerry explained that discussions with CSG counsel reported on 030716
CI0818 - did not reflect planning previously set for an initial program and
CI0819 - business evaluation, which is the scope being developed in the draft
CI0820 - Agreement submitted to CSG in the record on 030708. ref SDS 57 WS8G
CI0822 - ..
CI0823 - Jerry advised today that to avoid wasting time and conflict he did
CI0824 - not discuss with CSG counsel the actual scope planned for SDS
CI0825 - evaluation.
CI0827 - ..
CI0828 - As a result, we agreed to proceed based on planning on 030708 for a
CI0829 - two (2) phase project, with phase 1 to be a product and business
CI0830 - evaluation by Jerry. ref SDS 57 P069 and ref SDS 57 DY74
CI0832 - ..
CI0833 - Phase 1 will be performed under a non-disclosure agreement shown in
CI0834 - the record on 030708. ref SDS 57 WS8G
CI0835 -
CI0836 -
CI0837 -
CI0838 -
CI0839 -
CI0840 -
CI0841 -
CI0842 -
CI0843 -
CI09 -
SUBJECTS
Welch Rate for Training and Support Requested for License Agreement
Training Plan Procedures Manual Developed by Jerry Nord
Support Training Cost Rate by Welch Requested for License Agreement
Training Implementation Manual Deliverable by Jerry Nord
CU06 -
CU0701 - ..
CU0702 - Welch Support Can be Initially Set at Market Rates
CU0703 - Training and Support Target of Jerry's Marketing Deliverable
CU0704 -
CU0705 - Follow up ref SDS 61 W15X
CU0706 -
CU0707 - No discussion on this issue.
CU0708 -
CU0709 -
CU0710 -
CU0711 -
CU08 -
SUBJECTS
Demonstrate SDS for Ken Heatherly Brett Greis Director of Computer Op
Nord, Jerry CSG Legal Department Proposes Developing License for SDS
CW04 -
CW0501 - ..
CW0502 - Demonstrate SDS in Omaha or Netmeeting
CW0503 -
CW0504 - Follow up ref SDS 61 W16R
CW0505 -
CW0506 - No discussion on this issue.
CW0507 -
CW0508 -
CW0509 -
CW0510 -
CW0511 -
CW06 -
SUBJECTS
Agreement Received from Jerry Nord for Review and Comment Planning to
SDS 1st Draft Agreement Received from Jerry Nord for Review and Comme
Pilot Test Evaluation Agreement Received from Jerry Nord for Review a
Confidentiality Agreement between Jerry Nord and CSG Will be Amended
Non-disclosure Agreement PDG File Received with CSG Proposing to List
PDF File Received Jerry Nord's Non-disclosure Agreement with CSG Prop
Non-disclosure Agreement PDG File Received with CSG Proposing to List
DC09 -
DC1001 - ..
DC1002 - SDS Listed as Exclusion in Jerry's IP Agreement with CSG
DC1003 -
DC1004 - Follow up ref SDS 61 W16W
DC1005 -
DC1006 - This provision was not discussed today, except that it is part of
DC1007 - non-disclosure Agreement that is the basis of CSG and Jerry's initial
DC1008 - effort on program and business evaluation, per above, ref SDS 0 NW5M,
DC1009 - and per planning on 030708. ref SDS 57 NO4N
DC1010 -
DC1011 -
DC1012 -
DC1013 -
DC1014 -
DC1015 -
DC1016 -
DC1017 -
DC11 -
Distribution. . . . See "CONTACTS"