THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net
S U M M A R Y
DIARY: October 16, 2003 01:00 PM Thursday;
Rod Welch
Progress review conference call on introducing SDS at CSG.
1...Summary/Objective
...10...Review foundational documents.
........Productivity Improves by Working "Intelligently"
........Reporting Demonstrates Potential for Better Productivity
...11...Launch Plan and Estimate of Time 1 Hour on Job and Home Work
........Learning SDS First "Project" to Apply SDS and Com Metrics
........Benefits from Com Metrics Can Commence with Pro Bono Support
........Communication Daily for Learning SDS Reported in SDS Record
...12...Agreement Revisions on Time and Staff
...13...Install SDS on Tom's computer and update the program, per
........Install SDS on Jerry's Computers
........Strategic Vision Planning Improvemnts and Deployments
...14...Jerry wants to discuss other issues tomorrow
..............
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CONTACTS
0201 - CSG Systems Inc. O-00000795 0404
020101 - Mr. Jerry J. Nord
SUBJECTS
Teleconference CSG SDS Project Launch
Project Launch Plan SDS at CSG Teleconference
Plan Launch SDS Project at CSG Teleconference
CSG Teleconference SDS Project Launch
1606 -
1606 - ..
1607 - Summary/Objective
1608 -
160801 - Follow up ref SDS 29 0000. ref SDS 28 0000.
160802 -
160803 -
160804 -
160805 -
160806 -
160807 -
160808 -
160810 - ..
1609 -
1610 -
1611 - Discussion
1612 -
161201 - SDS Project Launch Meeting...
161202 -
161203 - This meeting continues prior work to enable CSG employees to use SDS
161204 - for the purpose of business evaluation called out in the Agreement,
161205 - ref OF 1 0001, signed on 030724.
161206 -
161207 - 1. Attendance...
161208 -
161209 - Jerry Nord
161210 - Gary
161211 - Rod Welch
161212 -
161213 - 1. Subject: SDS Weekly Conference Call
161214 - Date: Thu, 16 Oct 2003 08:11:45 -0700
161215 - From: Rod Welch
161220 - ..
161221 - 2. Gary,
161223 - ..
161224 - 3. This confirms our telecon that you had to move a meeting this
161225 - morning into the time slot for 1130 to 1230, so we cannot do
161226 - the weekly conference call with Jerry at CSG at 1200, as Jerry
161227 - and I discussed this morning.
161229 - ..
161230 - 4. You indicated that 0100p is good for you, so by copy I am
161231 - notifying Jerry of this change, and if 0100p presents a
161232 - conflict for Jerry, he can let us know, otherwise will have our
161233 - first weekly conference call on the SDS project at CSG at 0100p
161234 - today.
161236 - ..
161237 - 5. For Jerry, the numbers are...
161239 - ..
161240 - 6. Rod.... 925 680 8948
161242 - ..
161243 - 7. Gary... 714 896 2106
161245 - ..
161246 - 8. This first call today need not be long, for one thing, I want
161247 - to help Jerry update SDS on his computer with the code in the
161248 - 09 dir on the web, so we need time after the call for that
161249 - task.
161251 - ..
161252 - 9. My sense of an agenda includes...
161254 - ..
161255 - a. Jerry's questions and comments on progress so far, per work
161256 - on 031012. ref SDS 33 LW69
161258 - ..
161259 - Jerry's progress installing SDS on his home computer and
161260 - issues related to keeping systems in sync, including using
161261 - his notebook, based on Gary's experience where things seem
161262 - to get out of sync from time to time.
161263 -
161265 - ..
161266 - b. Marketing SDS at CSG and professional events; Jerry may be
161267 - in a good position to begin telling the SDS story: a
161268 - unique product that implements a powerful theory of
161269 - knowledge, with work product on the Internet that
161270 - demonstrates ability to perform, and the record of use at
161271 - Aerospace company, per letter to Gary last night. ref SDS 35 XV6P
161273 - ..
161274 - This issue includes tweaking the Powerpoint presentations,
161275 - etc, discussed in the letter to Gary last night.
161276 - ref SDS 35 XV8W
161277 -
161278 -
161279 -
161280 -
161281 -
1613 -
SUBJECTS
Foundational Document Review
SDS Improvements Completed by Rod Ready to Install and Update SDS on
POIMS Link Requirements for SDS Align with Objectives
Gilbert, Tom POIMS Link Requirements for SDS Align with Objectives fo
Foundational Documents Disciples Spreading Word Wide as the Waters Bu
Written Analysis on POIMS SDS Learn Use Tom Gilbert About 30 Good Scr
2108 -
210901 - ..
210902 - 10. Review foundational documents.
210903 -
210904 - POIMS review, ref OF 3 0001, and submit written analysis
210905 - similar to Jerry's work on 030708, ref SDS 12 0001, and per
210906 - planning on 030926. ref SDS 26 VH6V
210908 - ..
210909 - Communication Metrics, review eight (8) steps for implementing
210910 - SDS, listed on 001219. ref SDS 5 4W4L
210912 - ..
210913 - Review typical day scenario using SDS. ref OF 9 0001
210915 - ..
210916 - Tom did a pretty good job on this task, reported on 031008.
210917 - ref SDS 31 0001 Gary submitted comments based on experience
210918 - using SDS at Aerospace company, ref SDS 31 PQPR, and Tom planned to review
210919 - Gary's input after his vacation. ref SDS 31 BQ5N
210921 - ..
210922 - Jerry advised that not all engineers are comfortable writing
210923 - about their work. This may have influenced Tom's decision to
210924 - focus on his regular duties rather than work on learning SDS,
210925 - per below. ref SDS 0 I13R On 990525 Morris reported that in
210926 - some cases engineers prefer to focus on doing the technology
210927 - and don't like to write. ref SDS 3 0966
210929 - ..
210930 - As seen by Jerry's experience using the record of work on
210931 - 031013 to install SDS at home, when people gain experience
210932 - showing that writing things down helps doing technology, this
210933 - creates a synergy between thinking and doing that drives both
210934 - analysis in SDS and better technology.
210936 - ..
210937 - Jerry will keep an eye out for another candidate to try SDS,
210938 - but for now, he will take the lead.
210939 -
210940 -
210941 -
210942 -
210943 -
210944 -
210945 -
210946 -
210947 -
2110 -
SUBJECTS
Tom Submit Report on SDS Project Launch Teleconference Demon
Began Writing Reports on Meetings Acquired Ex-oficio Titl
Scribe Outdated Title for 21st Century Requirements to Perform Analys
2405 -
240601 - ..
240602 - Productivity Improves by Working "Intelligently"
240603 - Reporting Demonstrates Potential for Better Productivity
240604 -
240605 - Follow up ref SDS 29 WA4N.
240606 -
240607 - Jerry advised that records on 031013 reporting the work
240608 - installing SDS on Jerry's office computer, were later helpful
240609 - for installing SDS on his home computer. ref SDS 33 LW69
240611 - ..
240612 - This experience illustrates the plan, perform, report model for
240613 - "intelligence" enabled by SDS, as reported in POIMS.
240614 - ref OF 6 6649 Rather than write everything down, capture what
240615 - is important and helpful for doing future work.
240616 -
240617 -
240618 -
240619 -
240620 -
2407 -
SUBJECTS
Time Estimate Learning Implementing SDS
1 Hour on Job for Learning SDS Requires Home Work Tom Gilbert
2804 -
280501 - ..
280502 - 11. Launch Plan and Estimate of Time 1 Hour on Job and Home Work
280503 -
280504 - Gary's lesson plan dated 030929, ref SDS 27 0001, and
280505 - responding to Jerry's request for estimating time commitments
280506 - to learn SDS, received on 030926, ref SDS 26 QU3L, remains in
280507 - effect, along with planning from telecon with Jerry on 030612.
280508 - ref SDS 8 CF3K
280510 - ..
280511 - Jerry talked to Tom earlier today, following up the letter
280512 - yesterday. ref SDS 34 0O6J Tom indicated he would rather not
280513 - work on SDS, and so Jerry relieved him from the assignment.
280515 - ..
280516 - Jerry will continue learning SDS.
280518 - ..
280519 - The first project at CSG where SDS will be applied will be to
280520 - learn and evaluate SDS. Jerry will also use SDS for the
280521 - project that he and his son Jonathan are pursuing at home to
280522 - develop application enhancements to the Microsoft Outlook
280523 - program.
280524 -
280525 -
280526 -
280527 -
2806 -
SUBJECTS
Learn SDS 1st Project for Applying SDS at CSG for 2 Months
3003 -
300401 - ..
300402 - Learning SDS First "Project" to Apply SDS and Com Metrics
300403 -
300404 - Follow up ref SDS 29 FI5G.
300405 -
300406 - Even though Tom is standing down, the original plan for 2
300407 - months to learn SDS remains in force, ref SDS 29 FI5G, and
300408 - thus, learning SDS is the first project for applying SDS.
300409 - Jerry explained an example during the call today, where he and
300410 - his son Jonathan used the record of installing SDS on Jerry's
300411 - office computer to install on his home computer, per below.
300412 - ref SDS 0 WA6P
300413 -
300414 -
300415 -
300416 -
300417 -
300418 -
3005 -
SUBJECTS
CSG Wants Immediate Return Benefits Improve Management Rod Can Do Pro
3103 -
310401 - ..
310402 - Benefits from Com Metrics Can Commence with Pro Bono Support
310403 -
310404 - Follow up ref SDS 29 WB36.
310405 -
310406 - In light of Tom standing down on the SDS effort there will be
310407 - less pressure on showing tangible benefits of SDS in the near
310408 - term, since Jerry plans to notify CSG management that he will
310409 - absort the time on learning SDS.
310411 - ..
310412 - Jerry will keep in mind that if a demonstration is needed on
310413 - SDS work product he can get support to prepare the record on
310414 - some meetings, per planning in the conference call on 031002.
310415 - ref SDS 29 WB36
310416 -
310417 -
310418 -
310419 -
310420 -
310421 -
3105 -
SUBJECTS
Meeting Daily Between Tom Gilbert and Jerry Nord and Rod Welch Avoid
Dark Avoid Maintain Frequent Daily Contact by Phone Email Communicati
Best Practices Communication Regular Avoid Going Dark Maintain Freque
4205 -
420601 - ..
420602 - Communication Daily for Learning SDS Reported in SDS Record
420603 -
420604 - Follow up ref SDS 29 WB39, ref SDS 9 6W51.
420605 -
420606 - We agreed to continue with weekly conference calls on Thursdays
420607 - at 1300 Pacific time.
420608 -
420609 -
420610 -
420611 -
420612 -
420613 -
420614 -
4207 -
SUBJECTS
Dates Change Agreement that to Reflect Revised Starting Dates Agreeme
Gilbert, Tom Listed as Signature on Revised Agreement on SDS Review a
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem
Approved CSG Performing Agreement on Using SDS
Amendment that Changes Dates to Reflect Revised Starting Dates Agreem
6907 -
690801 - ..
690802 - 12. Agreement Revisions on Time and Staff
690803 -
690804 - Amend the Agreement to slip the dates one or two months due to
690805 - the CSG roll out project and the Welch project to improve SDS,
690806 - per letter to Jerry on 030926. ref SDS 26 VA4S
690808 - ..
690809 - We agreed today to set the project start date as 031001 in
690810 - light of the project launch on 031002. ref SDS 29 W36O
690812 - ..
690813 - I will get this done with a draft to Jerry OA next Monday,
690814 - 031020.
690815 -
690816 -
690817 -
690818 -
690819 -
690820 -
690821 -
6909 -
SUBJECTS
SDS Install Using CSG Network Drives for Data Base Gilbert, Tom
CSG Teleconference SDS Project Launch
Gilbert, Tom Install SDS on CSG Network to Learn and Use SDS
7405 -
740601 - ..
740602 - 13. Install SDS on Tom's computer and update the program, per
740603 - planning on 030926. ref SDS 26 VA4X
740604 -
740605 - Per above,
740606 -
740607 -
740608 -
740609 -
7407 -
SUBJECTS
SDS Installation for Jerry Nord Completed to Complement Tom Gilbert L
Nord, Jerry Install SDS on CSG Network to Learn and Use SDS
Teleconference CSG SDS Project Launch
7705 -
770601 - ..
770602 - Install SDS on Jerry's Computers
770603 -
770604 - Follow up ref SDS 29 WA6P.
770605 -
770606 - Gary is making great progress. On 031013 we got SDS installed
770607 - on his office computer. ref SDS 33 LW69
770609 - ..
770610 - Gary installed SDS on his home computer with the help of his
770611 - son, Jonathan and using the record in SDS of the work done to
770612 - install SDS on his office computer.
770614 - ..
770615 - This afternoon, we are updated SDS with code developed since
770616 - the CD was prepared on 030812.
770617 -
770618 -
770619 -
7707 -
SUBJECTS
Medit Features for Programming Microsoft Outlook Express and Word to
7803 -
780401 - ..
780402 - Strategic Vision Planning Improvemnts and Deployments
780403 - 14. Jerry wants to discuss other issues tomorrow
780404 -
780405 - Jerry will call tomorrow in the afternoon (CSG time) to discuss
780406 - questions he has on Medit that relate to Microsoft programs,
780407 - per our telecon on Tuesday, 030930. ref SDS 28 4Q5N
780409 - ..
780410 - Jerry related today that he will be meeting a representative of
780411 - Microsoft during a regularly scheduled tour on professional
780412 - development supported by Microsoft that will reach Nebraska in
780413 - a few weeks. Jerry seemed to indicate having met and discussed
780414 - previously the Outlook application with a Microsoft marketing
780415 - representative. At that time the Microsoft representative
780416 - encouraged the development and asked about follow on efforts.
780418 - ..
780419 - Jerry feels SDS support for Communication Metrics may offer a
780420 - path for this future development to augment intelligence by
780421 - lifting the capacity to think, remember and communicate,
780422 - explained in POIMS. ref OF 7 3742
780423 -
780424 -
780425 -
780426 -
780427 -
780428 -
780429 -
780430 -
780431 -
780432 -
780433 -
780434 -
7805 -
Distribution. . . . See "CONTACTS"