CONTACTS 

SUBJECTS
SDS Marketing, Sales Contacts
Notes, Lotus & IBM, 910625

0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Followed up work at ref SDS 5 line 62, called for Robin, at
040602 -
040603 -                       602 217 2069
040604 -
040605 -    ...she was out, so talked to Marge Dodge.
040606 -
040607 - Marge will send information on Lotus Notes and try to find an instal-
040608 - lation in San Francisco, where I can go and observe the features she
040609 - described.
040610 -
040611 -     [On 940519 received information from Marge. ref SDS 7 0000]
040612 -
040613 -
040614 -
0407 -
0408 -
0409 - Progress
0410 -
041001 - Robin's voice mail said she is in training class for "servers" until
041002 - May 16.  Pressed 0#, and got operator, Barbara Hammond.  She tried
041003 - Robin's backup, Jim Norosky, but said she cannot figure out whether he
041004 - is in or not, because his voice mail is unchanged.  She then tried
041005 - Gill Day and got same result.  Barbara tried Rhonda Blatty, and found
041006 - her voice mail indicates she is on customer calls, and is returning
041007 - calls by end of day.  I asked for the managers name.
041008 -
041009 - Barbara said the manager is Doug Griffen.  She wants to try each of
041010 - the other reps indicated on their personnel chart, before trying Doug,
041011 - so I agreed to that.
041012 -
041013 -
041014 -
041015 -
0411 -
0412 -
0413 - 1008 Barbara called back
0414 -
041401 - She said Marge Dodge can furnish information on Lotus Notes.  Marge is
041402 - out of the office now, but will call me later today.  I can reach
041403 - Marge at:
041404 -
041405 -                       602 217 2092
041406 -
041407 -
041408 -
041409 -  ..
0415 -
0416 -
0417 - 1035 Marge called back
0418 -
0419 -
041901 - Per analysis at ref SDS 5 8377, decided to say following:
041902 -
041903 -     I am a construction management consultant specializing in dispute
041904 -     resolution.  My clients need a way keep track of daily discussions
041905 -     and decisions that may result in disputes, so they can evaluate
041906 -     the potential for disagreement early, take consistent, non-con-
041907 -     flicting positions, and later see the chronology of facts and
041908 -     documents that led to decisions, and if litigation occurs, reduce
041909 -     the time needed to assemble the record.
041910 -
041911 -
041912 - Marge feels Lotus Notes can accomplish this objective.  It does not
041913 - have a Schedule tool, but it does support managing documents. She
041914 - installs and trains end users.  Marge said there is an "API" feature
041915 - than can link Lotus Notes to Organizer or Agenda, for time management.
041916 -
041917 -     [On 990213 IBM is promoting LN as a "Knowledge Management" tool,
041918 -     see. ref SDS 8 6336]
041919 -
041920 - Discussed HBR article reviewed at ref SDS 6 line 174.
041921 -
041922 -
041923 -     Author says LN is easy to Use, per ref OF 1 line 740.
041924 -
041925 -            Marge agrees.
041926 -
041927 -
041928 -     Share Documents Electronically, ref OF 1 line 708
041929 -
041930 -         How are documents identified?
041931 -
041932 -                Addressee
041933 -                Document Log
041934 -                Subject
041935 -                Date response due
041936 -
041937 -            Marge says a contact data base can be developed to
041938 -            automatically load contacts into a document.  She said
041939 -            reports can be developed to show a Document Log status.
041940 -
041941 -
041942 -         Can they be linked?
041943 -
041944 -            a.  To each other?
041945 -            b.  To separate analysis, or diary?
041946 -
041947 -            Marge says documents can be linked by creating an
041948 -            application using LN commands.
041949 -
041950 -
041951 -     How much training?
041952 -
041953 -         See ref OF 1 line 714 and also need for "education" at ref OF
041954 -         1 line 744.
041955 -
041956 -         Marge said training can take as little half-a-day, and for
041957 -         more complex uses there is a 3 day class for application
041958 -         development.
041959 -
041960 -
041961 -     Maintenance?
041962 -
041963 -         HBR says after initial set-up Lotus Notes requires little
041964 -         human attention, ref OF 1 line 740.
041965 -
041966 -              Marge agrees.
041967 -
041968 -         HBR says as system gets on-line, demands and costs of system
041969 -         continue to increase, per ref OF 1 line 730.
041970 -
041971 -              Marge feels this is partially incorrect.  Once the system
041972 -              is set up, costs stabalize.  However, as Users become
041973 -              more familiar with the advantages of automated document
041974 -              distribution, use increases to replace manual systems.
041975 -
041976 -         HBR says an ...important task is the ongoing pruning and
041977 -         restructuring of the system's document databases. Bank
041978 -         managers have found that this task requires judgement and
041979 -         knowledge, ref OF 1 line 748.
041980 -
041981 -              Marge says that when a project is complete you can
041982 -              archive the documents that pertain to it.
041983 -
041984 -
041985 -     Organization of Information?
041986 -
041987 -         Can groups of documents be selected based on Subject content,
041988 -         as mentioned in HBR, called "Hoover?"  ref OF 1 line 723.
041989 -
041990 -              Marge said documents can be identified for retrieval
041991 -              based on subject content.  We did not discuss the
041992 -              methods.
041993 -
041994 -
041995 - I requested liturature and for a reference where I can observe the
041996 - features she has descirbed in operation.  Marge will supply this.
041997 -
041998 -
041999 -