CONTACTS 
0201 - Knecht, Haley, Lawrence & Smith
020101 - Ms. Anne M. Bevington, Esquire
0202 - S J Gallina & Company
020201 - Mr. Edmond E. Traille; Partner

SUBJECTS
Pier 11 Fender project
Send product information, requesting give
Construction (DPB)
Legal Firms
Bonding Companies

0807 -
0807 -    ..
0808 - Summary/Objective
0809 -
080901 - Follow up ref SDS 27 0000.
080902 -
080903 - Ed will submit the report to KHLS today.  I will send him some
080904 - language to consider in explaining the report.
080906 -  ..
080907 - Submitted ref DIT 1 0001 to Ed, via fax, including this record.
080909 -  ..
0810 -
0811 -
0812 - Discussion
0813 -
081301 - Ed said that when he and Ann talked on 950516, ref SDS 25 R44G, she
081302 - said they wanted some sort of financial statement.  I explained the
081303 - discussions Anne and I had last Friday on 950602. ref SDS 27 0001
081305 -  ..
081306 - As a result Ed will submit the tax returns and a cover letter
081307 - indicating he has done our taxes since 1976, and feels the current
081308 - financial condition reflected by the returns are true and correct.
081309 - Our return was audited by the IRS in 1989 or 90, and the IRS found
081310 - them to be accurate.
081312 -  ..
081313 - I would like Ed to consider including some language like the
081314 - following:
081316 -      ..
081317 -     Gallina Comment
081318 -
081319 -     The Welch Company is focused on developing and marketing a
081320 -     software product called the "Schedule Diary System."  It applies a
081321 -     technology which evolved from Rod's experience as a contractor,
081322 -     including the Welch v. State matter of interest to UPR.  Rod calls
081323 -     it a "Personal and Organizational Integrated Management System,"
081324 -     or POIMS.  The basic idea is to automate the practice of
081325 -     management by integrating time, information, people and documents
081326 -     into an "operating system" for people and organizations.  Since
081327 -     "managment" is complex, it necessarily took a long time to figure
081328 -     out what to automate and to how to integreate the pieces so they
081329 -     improve management productivity.  Rod reports this step is
081330 -     complete.
081332 -      ..
081333 -     The prospective market is very large for SDS as an "operating
081334 -     system" for people and organizations, as seen from the success of
081335 -     DOS, Windows and OS2 which are "operating systems" for computers.
081336 -     If Rod is correct in his claim and can develop evidence to
081337 -     substantiate that SDS lifts the capacity to think, remember and
081338 -     communicate, then SDS could gain similar acceptance in the market
081339 -     that operating systems for computers have enjoyed at Microsoft and
081340 -     IBM.  This seems to follow from the general awareness that the
081341 -     foundation of Western civilization is the ability to invest
081342 -     intellectual capital.  We have not worked with SDS and so express
081343 -     no opinion about its viability.  The report from PG&E dated Dec
081344 -     30, 1994, seems to support the viability of the core concept SDS
081345 -     applies of "converting information into knowledge," and that this
081346 -     improves earnings substantially, ref DRP 2 line 21.  Since most
081347 -     firms want to improve earnings, SDS should nominally have wide
081348 -     appeal.
081350 -      ..
081351 -     We have no experience with firms introducing new technologies,
081352 -     like SDS, and so express no opinion on the prospects of near term
081353 -     success in the market.  Generally, however, the more fundamental
081354 -     the advance, the more dramatic the benefits, the longer it can
081355 -     take to become accepted in the market place because awareness and
081356 -     credibility in something brand new must be created, ref SDS 23
081357 -     line 126.  We understand KHLS has investigated SDS and so may be
081358 -     able to comment on this point from its experience, ref SDS 3 line
081359 -     53.  The efforts Welch is making are shown in the reports
081360 -     submitted with each tax report. They indicate continued but slow
081361 -     progress due to his financial condition shown in the attached
081362 -     reports.
081364 -      ..
081365 -     In sum, we believe the SDS product may be viable and that Welch
081366 -     will continue to make progress in marketing SDS, as he has over
081367 -     the past 10 years or so.  An example are ongoing efforts to create
081368 -     a new management science called "communication metrics" to help
081369 -     executives grasp the role of SDS (see proposed curriculum for
081370 -     Wharton School of Business, ref SDS 26 line 176).  If he can
081371 -     develop needed capital and/or alliances for marketing, then we
081372 -     would expect this progress would be accelerated.
081373 -
081375 -  ..
0814 -
0815 -
0816 - 0907 called Anne
0817 -
081701 - Left message of my discussion with Ed.
081703 -  ..
0818 -
0819 -
0820 - 1253 called Ed
0821 -
082101 - Talked to Courtney.  She said Ed is at lunch, but our fax has been
082102 - received.  She said it is 4 pages and it appears legible.  I asked
082103 - her to have Ed call me.
082105 -  ..
0822 -
0823 -
0824 - 1412 called Ed back
0825 -
082501 - Left message asking if the material sent can be worked into his
082502 - report somehow.
082503 -
082504 -
082506 -  ..
0826 -
0827 -
0828 - 1656 Ed called back
0829 -
082901 - He is sending something out today in the mail.
082902 -
082904 -  ..
0830 -
0831 -
0832 - 1715 called Anne
0833 -
083301 - Advised she should get the stuff from Ed in the next day or so.
083302 -
083303 - I asked her about contacting UPR to see if they would wish to
083304 - investigate use Welch and SDS on some of their projects, per our
083305 - discussion at ref SDS 14 line 67.
083307 -  ..
083308 - Anne said she submitted the report from PG&E.  She will transmit the
083309 - report from Ed on our financial condition, and then in a few days she
083310 - will call UPR and discuss with them my idea of supporting UPR on its
083311 - problems projects.
083312 -
083313 -
083314 -
083315 -
083316 -
083317 -
0834 -

SUBJECTS
Dilemma Writing Things Down Linking Things Up Improves Accuracy Redu

4503 -
450401 -  ..
450402 - Good Management Accuracy Takes Too Much Time
450403 - Meetings Waste Time Everyone Angry Remembering Differently
450404 - Alignment Takes Time, Causing Knowledge Management Dilemma
450405 -
450406 - Discussed Anne's review of the NWO paper submitted last year with
450407 - letter, ref DIP 2 0000, on 940405. ref SDS 5 0001   Explained
450408 - disappointment about not hearing from Anne this past year.
450410 -  ..
450411 - Anne said the NWO... paper coherently presents self-evident practices
450412 - of good management, and mentioned correlation with educational and
450413 - professional training.  Anne further commented that NWO describes
450414 - interesting and important generic aspects of religion that guide daily
450415 - management, which are both overlooked in the literature, and which
450416 - people rarely use.
450418 -  ..
450419 - An example, are citation methods used in the law and in religion which
450420 - can be applied to improve accuracy for daily work, as presented in the
450421 - NWO... paper. ref OF 3 0481 and ref OF 3 1443
450423 -  ..
450424 - Anne said that analysis linked to original sources for accuracy,
450425 - explained in the NWO... paper, would obviously improve communications
450426 - for collaboration which are pillars of cooperation that leverage
450427 - individual efforts through teamwork.  She noted that many people have
450428 - a good time suggesting lawyers are parasites who only increase costs
450429 - of doing business.  This overlooks that the law enables certainty and
450430 - predictability for people to make reliable decisions about the future.
450431 - Civilization is the cost benefit study showing huge cost savings acrue
450432 - to everyone for objective accountability that binds everyone to the
450433 - search for accurate understanding of cause and effect, i.e., truth.
450435 -  ..
450436 - Anne indicated, however, that executives and lawyers believe there is
450437 - not enough time to use legal citation methods for aligning daily work,
450438 - even though it is required in briefs to ensure accuracy in legal
450439 - proceedings.  She said it takes a lot of time and hard work to find
450440 - information, identify sources, and construct citations that verify
450441 - accuracy of legal briefs.  Accuracy is only practical because the
450442 - court requires citations.  This legal requirement forces clients to
450443 - pay the cost of extra time to avoid mistakes.  Anne noted that even
450444 - judges don't use citations outside the courtroom, because people
450445 - believe accuracy on daily work takes too much time.  There is only
450446 - enough time for accuracy in court to fix mistakes.
450448 -  ..
450449 - We considered using technology so it is faster and easier to find
450450 - sources and create citations, set out in POIMS. ref OF 1 6528  Anne
450451 - said this would make it more practical to use accurate information on
450452 - a regular basis that would reduce stress in the work place.
450453 -
450454 -     [On 991025 Peter Drucker proposed using technology for routinizing
450455 -     difficult cognitive tasks. ref SDS 32 8925]
450457 -  ..
450458 - Anne said that a lot of time is wasted in her daily work by high
450459 - priced people arguing about what was said and agreed upon at the last
450460 - meeting.  She feels this is a big delimma, because nobody knows for
450461 - sure which takes longer....
450462 -
450463 -      1.  Ensuring accurate understanding by using the legal practice
450464 -          of citing the record; or,
450466 -           ..
450467 -      2.  Fixing mistakes from inaccurate understanding.
450469 -  ..
450470 - Since lawyers are not accountable for fixing mistakes, there is no
450471 - great rush to find out which costs more.
450473 -  ..
450474 - Anne said people hate to review the record, especially lawyers,
450475 - because it seems to take too much time, especially if they find a
450476 - mistake and have to notify everybody.  So, if it is not required to
450477 - create citations, people believe they save time by avoiding this step,
450478 - because it seems so fast and easy to use personal recall; but then
450479 - everybody recalls differently and this leads to frustrations and
450480 - endless arguments, where people get mad because they lose the time
450481 - they tried to save by skipping the effort to write things down and
450482 - organizing the record so information can be found when needed.
450483 -
450484 -     [On 950809 Anne reported law firm disbanded due to constant
450485 -     disagreements in communication. ref SDS 29 4858
450487 -      ..
450488 -     [On 000106 knowledge management dilemma reivewed. ref SDS 33 5120]
450490 -  ..
450491 - We reviewed experience at PG&E on 941211 showing a lot of time is lost
450492 - in stressful argument about understandings from prior communications
450493 - in meetings and phone calls. ref SDS 7 6488.  Eric Jennett, a founder
450494 - of PMI, complained in an article reviewed on 940114 that despite
450495 - significant gains in technology and advances in management methods
450496 - developed by PMI and others, that the main management process of
450497 - communications in meetings has not improved. ref SDS 4 2290
450499 -  ..
450500 - Another example is the Santa Clara County Jail project at ref SDS 1
450501 - 3890.
450503 -  ..
450504 - On 950303 Morris explained a big problem that needs organizational
450505 - memory on a situation that occurred from a business trip to Paris.
450506 - ref SDS 9 3333
450507 -
450508 -     [On 960510 Morris cited same problem. ref SDS 30 2943]
450509 -
450510 -     [On 960721 Morris related same problem on Intel/Lockheed project.
450511 -     ref SDS 31 0896]
450513 -  ..
450514 - I explained the model of executives as "hunter/gatherers" who and show
450515 - up and "pull the trigger," then the entire organization spends days,
450516 - months, even years correcting the mistakes from ill founded decisions,
450517 - as presented in the SDS scenario, ref OF 2 line 766 developed at ref
450518 - SDS 22 line 56.
450520 -  ..
450521 - Also discussed the idea of the Scribe, Communication Engineer/Manager
450522 - as necessary to introduce this new technology, developed at ref OF 2
450523 - line 798, because of the range of skills needed.
450524 -
450525 -
450526 -
450527 -
450528 -
450529 -
450530 -
450531 -
450532 -
4506 -