CONTACTS 

SUBJECTS
Personal, Finance, Taxes, 92

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Followed up work at ref SDS 3 line 45.  Submitted report to Ed Traille
040502 - via ref DIT 1, that includes ref OF 4 line 10 and ref OF 5 line 10.
040503 -
040504 - Submitted this record for information.
040505 -
040506 - Included disk with Lotus 2.4 file of Obligations, ref OF 4.
040507 -
0406 -
0407 -
0408 - Posting Account Codes
0409 -
040901 - I don't see anything for PMI membership dues.
040902 -
040903 -     Millie said it was paid in 1994.
040904 -
040905 - I did not include two payments for dental of approximately $300 paid
040906 - from Millie's checking account.
040907 -
040908 -
040909 -
0410 -
0411 -
0412 - Obligations
0413 -
041301 - Looked for check numbers as authority for "Transfers" from Millie.
041302 - Since the bank statements for the Welch account show receipt of the
041303 - funds, and there is no other source of income, it probably is not
041304 - necessary to have the check numbers.
041305 -
041306 - Millie's Cal Fed account shows:
041307 -
041308 -      Millie's loans to Rod... #239    931207  $2,000
041309 -
041310 - The other two transfers must have been from her savings account.
041311 -
041312 - I posted the loans made by Millie to the Welch Co. obligations
041313 - account:
041314 -
041315 -                     08 03 02 01 0202
041316 -
041317 - I made note at ref OF 5 line 381, that for interest owed to Millie in
041318 - the Obligations report at ref OF 5 line 352, the actual amount appears
041319 - to be the "CUM" value shown at ref OF 5 line 378, and not the total
041320 - for "Annual" which is what is posted.  I am not sure about the best
041321 - approach for this, and so will let Ed Traille determine what should be
041322 - done based on this disclosure.
041323 -
041324 - Will send Ed the spreadsheet file, so he can advise of any
041325 - adjustments that should be made.
041326 -
041327 - Since I am sending the Obligations spreadsheet file, I did not print
041328 - the entire thing, but just the portion that pertains to 1993 taxes.
041329 -
041330 -
041331 -
041332 -
041333 -  ..
0414 -
0415 -
0416 - Welch Co Review
0417 -
041701 - Last year was the first full year devoted primarily to marketing SDS.
041702 - Approximately 15 demonstrations were made to corporate and government
041703 - managements.  The second demonstration in March 1993, resulted in a
041704 - sale to a local architect; the first demonstration in January of 1993,
041705 - resulted in a sale in November, but so far the customer has not paid
041706 - for the product nor the support and training service.  A meeting is
041707 - scheduled for tomorrow, ref SDS 2 line 25, with the customer which may
041708 - result in payment for the November sale.
041709 -
041710 - Continued work with SDS in 1993 resulted in some remarkable new capa-
041711 - bility that improves product usefulness:
041712 -
041713 -      1.  Automated citations increasing human memory emulation
041714 -      2.  Publications management integrated with Doc Log
041715 -      3.  Replicate existing Subject accounts to create new projects
041716 -      4.  Screen format control with "Titles" feature.
041717 -      5.  Mouse control of screen and date fields.
041718 -      6.  Improve Help, color scheme, and program performance
041719 -
041720 - The publications management feature was used in November and December,
041721 - 1993 to research accepted management practices for correlation with
041722 - SDS, and human memory theory to determine the extent to which SDS
041723 - enhances the ability to think, remember and communicate.
041724 -
041725 - That research and poor sales, plus continued work with the 7 users,
041726 - caused an examination of the viability of SDS during January and
041727 - February of 1994.  That analysis is included with the tax report, and
041728 - is titled:
041729 -
041730 -                        SDS & POIMS
041731 -
041732 - Objections are evaluated beginning on page 13, ref OF 2 line 631.
041733 -
041734 - The analysis shows SDS is positioned to support increasing demands
041735 - arising from what has come to be called the:
041736 -
041737 -                    "Information Highway"
041738 -
041739 - ..., as further reflected in a veritable drum beat within management
041740 - theory circles for a:
041741 -
041742 -                    "Knowledge Revolution"
041743 -
041744 - ...yet; these calls are largely hollow nostrums, due to cultural
041745 - trends over several thousand years in the way "management" is actually
041746 - performed.  Executives who see SDS demonstrations are all favorably
041747 - impressed by its capability exhibited during demonstrations, but have
041748 - been nearly universal in rejecting it.
041749 -
041750 - The strong disconnect between recognized need and willingness to do
041751 - what is needed, reflects the lag in the curve of the impending "Infor-
041752 - mation Glut," relative to historical trends for managers to avoid
041753 - details, and "expedite" performance by relying on conversation.
041754 -
041755 - Those who have seen SDS "work" a project for several months, have been
041756 - won over by a power they never dreamed existed.  If financing were
041757 - available for advertising to show typical scenarios where, similar to
041758 - the ads for UPS showing support staff defeating bellicose complaints
041759 - by the "Boss" that a package was not sent, by showing a record that it
041760 - was, then SDS which applies this concept to the "Boss" as well as all
041761 - the work performed by everyone, might gain faster acceptance of the
041762 - cultural change inherent in using SDS.  Absent such advertising, we
041763 - have to find consulting assignments where executives can see over a
041764 - few months that their initial perceptions about SDS are incorrect.
041765 -
041766 - The struggle to show that taking a new path that seems "longer", is
041767 - actually a shorter route, is nothing new.  Deming who developed much
041768 - of the work now identified as TQM, evidently took a long time to gain
041769 - acceptance.  Similarly CPM is just now after 40 years, generally
041770 - recognized as essential for managing projects, as long as there is an
041771 - "expert" to do it.  SDS which uses POIMS seems to me to contribute
041772 - more than either TQM, MBO, CPM, etc., yet will likely require a few
041773 - more years to gain a foothold.  It is a little tougher for the reasons
041774 - set out in the SDS & POIMS scope statement, beginning on page 13, ref
041775 - OF 2 line 631.
041776 -
041777 -
041778 -
0418 -