CONTACTS 
0201 - Kwan Henmi Architecture Planning   415 626 6766
020101 - Mr. Denis Henmi; Principal

SUBJECTS
Kwan Henmi SDS
General

0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Got Denis started using SDS.  Reviewed program scope with
040602 - documentation and explanation of Help.
040603 -
040604 - Did not have time to do training lesson #1, but will do it tomorrow.
040605 -
040606 -
0407 -
0408 -
0409 - Program SN:
0410 -
041001 - Explained how to use his password, per ref SDS 8 line 051006.
041002 -
041003 - Showed him the program disk, ref SDS 8 line 051001.  Denis said he
041004 - will backup it up so he has a second copy.
041005 -
041006 -
041007 -
0411 -

SUBJECTS
Kwan Henmi SDS
Develop & Maintain Hardware System

0505 - Summary/Objective
0506 -
050601 - Denis said he is planning to get a new mouse.  He has had discussions
050602 - about getting a 486 motherboard to improve program speed.
050603 -
050604 -    I recommended he buy a new computer for under $2K.  He can get a
050605 -    486 DX50 with minimum 8 MB RAM and 200+ hard drive.  I explained
050606 -    why he needs a better machine, per ref SDS 8 line 051404.
050607 -
050608 -    See also discussion below under "Document Management" re "central
050609 -    server" - recommendation that they get one.
050610 -
050611 -
0507 -
0508 -

SUBJECTS
Document Management

0604 - Summary/Objective
0605 -
060501 - Denis wants to scan received documents into a common network, so
060502 - architects can look up information more efficiently.  He wants to use
060503 - SDS to track the documents and lookup.
060504 -
060505 -     His consultant has indicated they do not need a central server. I
060506 -     suggested Denis give further consideration to using a central
060507 -     server.
060508 -
060509 -
0606 -
0607 -

SUBJECTS
Training

0704 - Summary/Objective
0705 -
070501 - I went through Help in Orientation, reviewing both the printed
070502 - material submitted and the on-line screens.
070503 -
070504 - Did not do the Training lessons, because of the personal tutorial I
070505 - gave him.
070506 -
070507 -
070508 - Applying SDS in Real Time
070509 - Follow Up tasks
070510 -
070511 - While we were doing this training, Denis had several calls that
070512 - resulted in follow up action items.
070513 -
070514 - I entered tasks during his call, and showed him how this can be done
070515 - to keep the record up todate.  Showed how to use the record of the
070516 - new calls, to make follow up schedule tasks for next week.
070517 -
070518 - Created a Contact record for Cordell Knolls with whom Denis is doing
070519 - a project, and received a call.  Posted this new contact to record of
070520 - call.
070521 -
070522 -
070523 -
0706 -
0707 -

SUBJECTS
Support, Contacts
Subject Index

0905 - Summary/Objective
0906 -
090601 - Denis marked some business cards I can use to set up his initial
090602 - contact records.
090603 -
090604 - We discussed setting up his subject index, and did some detail on one
090605 - project.  This needs more analysis to accomodate both the SI and the
090606 - Subjects.  He is using a matrix now.
090607 -
090608 -    He is using a 6 digit code, which embeds some accounting codes, so
090609 -    we use this in the description, rather than the absolute SDS
090610 -    project code.  This needs more analysis.
090611 -
090612 -       Actually we wound up dropping the initial digit which is for the
090613 -       year, so the remaining 5 positions fits okay.
090614 -
090615 -
090616 - The Contact record I installed for Cheda Knolls, returned a bad
090617 - filename when we saved it.  Maybe we are missing a program.
090618 -
090619 -
090620 -
0907 -
0908 -
0909 -

SUBJECTS
Terms & Conditions

1004 - Invoice
1005 -
100501 - Denis will pay for the program tomorrow.  I will bill for the time at
100502 - the end of the month.
100503 -
100504 - Will bill for 3 hours today.  Actually incurred 4 hours of time,
100505 - because of poor quality of Denis' computer, but will donate 1 hour
100506 - today for marketing.
100507 -
100508 -
100509 -
1006 -

SUBJECTS
Marketing, Business Development
Welch Co. Management Support Services Statement
Professional Relationships
Obtain Names of Prospects

1307 - Summary/Objective
1308 -
130801 - One of the calls Denis received while we were meeting was from
130802 - a principal for a project he is doing on Cordell Knolls Home Owner's
130803 - Association.
130804 -
130805 - He recommended they discuss the need for CM support.  I suggested he
130806 - consider using Welch for this, per our discussion at ref SDS 3 line
130807 - 050601.
130808 -
130809 -
130810 -
130811 -
130812 -
1309 -