CONTACTS 
0201 - Raychem Corporation                                                                                                                                                O-00000609 0202
020101 - Mr. C. Douglas Ballon, A.I.A.; Project Manager
020102 - Corporate Real Estate and Construction
0202 - Performex                                                                                                                                                          O-00000083 0102
020201 - Mr. Ralph Bettman

SUBJECTS
Kwan Henmi, Communication Metrics, ISO Registration
ISO 10006, TQM, Traceability

0804 -
0804 -    ..
0805 - Summary/Objective
0806 -
080601 - Follow up ref SDS 14 0000, ref SDS 13 4436.
080602 -
080603 - Called around the country for information on ISO registration to
080604 - support Kwan Henmi, and to incorporate Communication Metrics as ISO
080605 - requirement that supplements cost and schedule control.  Arranged to
080606 - get preliminary information for meeting with Kwan Henmi next week; may
080607 - have contact to market SDS for ISO compliance; possible speaker for
080608 - PMI event.
080610 -  ..
080611 - Submitted ref DIT 1 transmitting this record, the NWO paper, ref OF 2,
080612 - the ISO 10006 draft, ref OF 1, and the review of ISO and PMBOK on
080613 - 950721. ref SDS 9
080614 -
080615 -
080617 -  ..
080618 - Follow Up
080619 -
080620 -   1.  Ralph will submit information on ISO registration and pricing
080621 -       today.
080622 -
080623 -            [See follow up at ref SDS 15 line 83.]
080625 -        ..
080626 -   2.  I will submit the NWO paper, the ISO 10006 and my review showing
080627 -       how it is implemented by SDS.  Done, per ref DIT 1 line 29.
080629 -        ..
080630 -   3.  Ralph will advise when he wishes to see SDS and discuss
080631 -       Communication Metrics.
080633 -        ..
080634 -   4.  Would like Ralph to consider supporting submission of comments
080635 -       on ISO 10006 draft.
080637 -        ..
080638 -       [Scheduled follow up for 951112.]
080639 -
080641 -  ..
0807 -
0808 -
0809 - Progress
0810 -
081001 - Left message at Raychem for Doug Ballon to advise how they obtained
081002 - ISO registration.
081003 -
081005 -  ..
0811 -
0812 -
0813 - 1419 called ADL     415 981 2500
0814 -
081401 - Talked to Jim Migdal in their Embarcadero 4 office.  His internet
081402 - address is:
081404 -                         ..
081405 -                        migdal.j@adlittle.com
081406 - ..
081407 - Jim thinks their office on the east coast does this.  He
081408 - understands the cost can run from $50K to $500K.  Jim said ISO
081409 - certification is mostly used for doing business in Europe.  I
081410 - mentioned my contacts with Raychem Corp who says they are asking their
081411 - US vendors to show ISO certification.  Jim said Raychem is a client of
081412 - ADL.
081414 -  ..
081415 - Jim initially said he will investigate to get me some information.
081416 - Then we decided I will investigate the Web under ISO 9000 for vendors.
081417 - I will let him know if I crash, and in that case, he will investigate
081418 - further.
081419 -
081420 -
081421 -     Submitted thank you e-mail to Jim, and offered to demonstrate SDS
081422 -     and Communication Metrics.
081424 -  ..
0815 -
0816 -
0817 - 1612 Internet Web Contacts
0818 -   ..
081801 - Checked this out and found some stuff on Fisher Services using
081802 - the YAHOO search tool to find information on ISO 9000.  Submitted
081803 - inquiry and got a response this evening that someone will call us.
081805 -  ..
081806 - I explained their phone number listed in the Web failed:
081807 -
081808 -                      800 395 5442
081809 -
081810 -    ...got a message this evening from Dave that it should have worked.
081811 -    Dave's internet address is:
081812 -
081813 -                     aldridge@tricon.net
081814 -
081816 -  ..
081817 - Based on response from Performex below, will not pursue unless we
081818 - hear from these guys.
081819 -
081820 -
081822 -  ..
0819 -
0820 -
0821 - 1423 called Bain & Co.     415 434 1022
0822 -   ..
082201 - Left voice mail for Cynthia O'Connel.
082202 -
082204 -  ..
0823 -
0824 -
0825 - 1425 Called Performex              415 788 7900
0826 -
082601 - Talked to Helen.  She said they do ISO certification.  She will ask
082602 - Ralph to call.
082603 -
082604 -     This may be Ralph Bettman.  I talked to him at ref SDS 5 line 46
082605 -     and demonstrated SDS at ref SDS 4 line 92.
082606 -
082608 -  ..
0827 -
0828 -
0829 - 1500 Ralph called back
0830 -   ..
083001 - He did not remember me, but it looks like they provide ISO
083002 - support and that SDS might offer an opportunity to develop this
083003 - market.
083004 -
083006 -  ..
083007 - Industry Practices ISO Compliance by Large Firms
083008 -
083009 - We reviewed inquiry from a customer on 951024 about procedures for
083010 - becoming ISO certified. ref SDS 13 3355
083012 -  ..
083013 - Ralph said the correct terminology is that organizations can become...
083014 -
083015 -                       ISO Registered
083016 -
083017 -     ...to show they have been found to meet ISO criteria by an
083018 -     independent audit.  The firms that perform the audit are said to
083019 -     have...
083021 -                        ..
083022 -                       ISO Certification
083024 -      ..
083025 -     So, Performex is ISO certified to register other firms as meeting
083026 -     ISO criteria.  He explained our inquiry is therefore about
083027 -     obtaining ISO registration.
083029 -      ..
083030 -     Ralph indicated that Performex primarily works with large firms
083031 -     that want to include ISO registration for marketing purposes.
083032 -
083034 -      ..
083035 -     ISO Compliance
083036 -
083037 -     Ralph said that firms can "register" themselves by representing
083038 -     that they are "ISO compliant."  This means that they have not
083039 -     incurred the expense of a formal audit to obtain a Registration by
083040 -     an independent firm, such as Performex, but they none-the-less
083041 -     represent that they conform to ISO criteria.  A prospective
083042 -     client might then perform its own audit in advance of making an
083043 -     award.  This reduces the cost of the process.
083044 -
083046 -      ..
083047 -     TQM
083048 -     ----
083049 -     Ralph seemed to indicate that ISO registration is a first step
083050 -     toward implementing a TQM effort.  Businesses can demonstrate ISO
083051 -     compliance to show quality management and product performance,
083052 -     without incurring the considerable expense, time and cultural
083053 -     change typically entailed by seeking to implement "TQM."
083054 -
083055 -         This is a similar strategy for using SDS.  It immediately
083056 -         improves management, productivity and earnings without
083057 -         requiring a lot of people to change their work practices all
083058 -         at once.
083059 -
083060 -
083062 -      ..
083063 -     ISO 9000 & ISO 10006
083064 -
083065 -     Ralph explained that an architectural firm can be registered under
083066 -     both ISO 9000 and 10006.  Design capabilities would be governed by
083067 -     ISO 9000, which is the most prevalent use of ISO since it relates
083068 -     to the quality of end products, such as a bolt, a light bulb, a
083069 -     car, a cardboard box, all of which can be subjected to objective
083070 -     standards for quality.  In the case of an architect, the quality
083071 -     of its product would relate to preparation of "plans and
083072 -     specifications."
083074 -      ..
083075 -     Additionally, an architect who performs project management of
083076 -     construction that implements the plans and specifications can be
083077 -     ISO registered under ISO 10006.
083078 -
083079 -
083080 -
083081 -
0831 -

SUBJECTS
ISO 10006, TQM, Traceability, Continual Learning, Case Studies
Knowledge is Power Details, Construction Design
Design Support New World Order
Traceability to Original Sources
ISO 1006 - Continual Learning Requires
Consistent Use of Good Practice Needs
Civilization Links Legal Practice Multiple Windows Views Align Author

2809 -
281001 -          ..
281002 -         Design Support, Engineering Management
281003 -         Automated "Case Study"
281004 -         Continual Learning, Communication Metrics
281005 -
281006 -         SDS supports taceability and continual learning called out in
281007 -         ISO criteria for improving management, as reported on 950721.
281008 -         ref SDS 9 6883  Organizations develop processes to accomplish
281009 -         alignment in order to obtain ISO certification, but are unable
281010 -         to perform the requirement, per research below. ref SDS 0 3384
281012 -          ..
281013 -         An example of wasted money is the artificial intelligence
281014 -         (AI) system Morris described at Chips on 911121. ref SDS 3
281015 -         5609
281017 -          ..
281018 -         SDS traces design details and specs to the agreement between
281019 -         the consultant and the client, and to phone calls, meetings
281020 -         and correspondence leading up to the agreement and following
281021 -         the agreement.  Communications with sub-consultants and
281022 -         vendors about design decisions are traced by SDS.
281024 -          ..
281025 -         This same record is critical to successful project management
281026 -         for construction, production and operation, and so is
281027 -         continued during each phase to provide traceability between
281028 -         what is produced and what the customer wants, requested and
281029 -         needs. These are generally not the same, and further differ
281030 -         from the possible and lawful. SDS achieves the best possible
281031 -         alignment using "Continual Learning" methods (see below)
281032 -         throughout a project by all participants, and after the
281033 -         project is complete for the life of the building, and to
281034 -         support new work.
281035 -
281036 -             [On 951106 prepared typical scenario to illustrate how SDS
281037 -             is applied. ref SDS 20 8976;
281039 -              ..
281040 -             [On 951109 applied to KH project at SFIA. ref SDS 21 1360]
281042 -              ..
281043 -             [On 960227 executives use "visualization" ref SDS 23 9937
281044 -             which requires "alignment" to avoid mistakes.]
281046 -              ..
281047 -             [On 960629 people hope Internet supports "collaboration"
281048 -             ref SDS 24 1607; needs "alignment to avoid mistakes.]
281050 -              ..
281051 -             [On 970926 USACE recommends Communication Metrics for
281052 -             design. ref SDS 27 9609]
281054 -              ..
281055 -             [On 990308 executive asked about need for and meaing of
281056 -             "alignment" ref SDS 31 3996]
281058 -              ..
281059 -             [On 990430 Caltrans Field Automation wants Communication
281060 -             Metrics applied to design stage. ref SDS 32 3468]
281062 -              ..
281063 -             [On 990524 asked Morris about using SDS for engineering
281064 -             support in technology. ref SDS 33 0876]
281066 -      ..
281067 -     ISO 10006 is New
281068 -
281069 -     Ralph said he has not seen the ISO 10006 standards and so is
281070 -     unfamiliar with the particulars.
281071 -
281072 -     I explained that ISO 10006 is still in draft/review status. and
281073 -     that I got a pre-release version through Raychem Corp, to evaluate
281074 -     the correlation between ISO and PMI's published PMBOK.  I did that
281075 -     review at ref SDS 9 line 50, and will submit it and a copy of ISO
281076 -     10006 draft, to Performex for information.
281077 -
281078 -          [See follow up at ref SDS 15 line 65.]
281079 -
281080 -
281081 -
281082 -
2811 -

SUBJECTS
ISO Links Good Management Traceability to Original Sources Audit Tra
15 Minutes Doctors Scheduled to Meet Patients Not Enough Time for Do
ISO Ignored Compliance Good Management Overkill Not Enough Time Alig

3205 -
320601 -      ..
320602 -     Traceability, Continual Learning Essential for Good Management
320603 -
320604 -     We reviewed ISO 10006 requirements shown on 950721 calling for an
320605 -     audit trail of work and decisions called "Traceability to original
320606 -     sources." ref SDS 9 1740  Our client feels ISO compliance will
320607 -     improve management, and this will strengthen marketing by ensuring
320608 -     customers they will get successful projects, as reported on
320609 -     951020. ref SDS 13 3355
320611 -      ..
320612 -     ISO, also, calls for a process of "Continual Learning" that
320613 -     requires a record that is quickly accessible to discover problems,
320614 -     ideas, solutions and opportunities based on the evolution of
320615 -     events and decisions. ref SDS 9 2846
320616 -
320618 -          ..
320619 -         Good Management is Difficult to Implement
320620 -
320621 -         Ralph said that his work to review and certify firms for ISO
320622 -         compliance shows that requirements for traceability and
320623 -         continual learning are common throughout ISO 9000, per above.
320624 -         ref SDS 0 3384
320625 -
320626 -            [On 951031 Arthur Anderson claims there is no requirement
320627 -            for continual learning in ISO 9000. ref SDS 17 4K3I
320629 -          ..
320630 -         Ralph said that businesses develop procedures to perform ISO
320631 -         criteria in order to obtain ISO registration, because it is a
320632 -         big help for marketing and gives investors confidence in the
320633 -         ability of management to perform.  However, managers and
320634 -         executives have a lot of difficulty implementing ISO
320635 -         requirements for good management because there is too much
320636 -         information for people to maintain an audit trail that enables
320637 -         understanding cause and effect for getting things done
320638 -         correctly, on time and within budget, using technology and
320639 -         methods people like, e.g., Windows 95, Microsoft Word, email,
320640 -         calls and meetings.
320642 -             ..
320643 -            [On 990625 Kaiser has good requirements for communication,
320644 -            but doctors do not have enough time to perform requirements
320645 -            for good practice by verifying accuracy of communication,
320646 -            essential for good medical care. ref SDS 35 1978
320648 -             ..
320649 -            [On 020504 study shows professional standards for
320650 -            communication practices and requirements on good management
320651 -            specified in FAR, ISO, Health Care, Covey, Drucker, law,
320652 -            contract notice provisions, and 2,000 years of literacy for
320653 -            contemporaneous documentation for alignment and feedback to
320654 -            work intelligently, quickly, and accurately are ignored in
320655 -            government, business, health care, every sector.
320656 -            ref SDS 39 NS6F
320658 -             ..
320659 -            [On 020522 ISO 9000 audit passed without actual compliance
320660 -            with requirements for traceability to original sources,
320661 -            eviscerates good management practice. ref SDS 40 KR6J
320663 -             ..
320664 -            [On 051130 article in AIA Architect requires documentation
320665 -            for good management to work accurately, communications
320666 -            aligned with original sources, ref SDS 41 G46F, but notes
320667 -            that during the past quarter century, documentation has
320668 -            grown significantly; projects that required only a few file
320669 -            boxes in the 1980s result in many times that amount today.
320670 -            ref SDS 41 Z16L
320672 -          ..
320673 -         Ralph's disclosure aligns with discussion at the Kwan Henmi
320674 -         firm on 951024, explaining that managers cannot keep up with
320675 -         the pace of daily communication, without SDS. ref SDS 13 4436
320676 -         Similarly, on 890809 executives need better listening for
320677 -         understanding and follow up to make communication effective
320678 -         for getting things done, but object that there is not enough
320679 -         time for working intelligently, ref SDS 2 CJ9J, as called out
320680 -         by ISO requirements for traceability to original sources.
320682 -          ..
320683 -         On 911121 Morris described an AI system for design support,
320684 -         but it is not practical to actually use. ref SDS 3 5609
320686 -          ..
320687 -         Executives feel...
320688 -
320689 -
320690 -                          there isn't enough time
320691 -
320692 -
320693 -         ...to accomplish requirements for good management, as seen at
320694 -         Intel on 950927, ref SDS 11 5002; and discussions with SCU on
320695 -         951012. ref SDS 12 4444
320697 -          ..
320698 -         Additionally, managers believe traceability to orginal sources
320699 -         that strengthens accountability with an "audit trail" through
320700 -         organizational memory showing who, what, when, where, why and
320701 -         how things get done is overkill.  Managers hate intelligence
320702 -         showing the chronology of cause and effect that aids continual
320703 -         learning, because it reduces deniability, reported on 890324,
320704 -         ref SDS 1 2940, so, in fact, it is more common for managers to
320705 -         destroy the record, rather than rely on intelligence, reported
320706 -         on 911121. ref SDS 3 5920
320707 -
320708 -            [On 951031 Arthur Anderson is an accounting and management
320709 -            consulting firm that improves management by using an audit
320710 -            trail methodology common in accounting.
320712 -             ..
320713 -            [Example is at ref SDS 16 3451 and ref SDS 7 5554;
320714 -            psychologists to deal with miscommunication at ref SDS 18
320715 -            5024; tie to other SDS concepts at ref SDS 20 6754
320717 -             ..
320718 -            [On 970910 executives do not have enought time to think.
320719 -            ref SDS 26 3479]
320721 -             ..
320722 -            [On 980405 accountability is hated and feared. ref SDS 30
320723 -            5065
320725 -             ..
320726 -            [See representation that Advisor by IPS can help meet ISO
320727 -            requirements, ref SDS 22 3421.]
320729 -             ..
320730 -            [On 990525 documentation not performed because engineers
320731 -            like to engineer. ref SDS 34 0966
320733 -             ..
320734 -            [On 011010 many people object to linking that enables
320735 -            traceability to original sources. ref SDS 37 KS6G
320737 -             ..
320738 -            [On 020204 Powers report on Enron's collapse into
320739 -            bandruptcy shows bad management that failed to use an audit
320740 -            trail showing alignment of daily work with objectives,
320741 -            requirements and commitments. ref SDS 38 EX5O
320742 -
320743 -
320744 -
320745 -
320746 -
320747 -
320748 -
320749 -
320750 -
3208 -

SUBJECTS
Time is Money
ISO 1006 - Continual Learning Requires
Continual Learning Derived from Automating
Traceability to Original Sources
SDS Explanation
Controlled Visibility
Traceability to Original Sources Align with Links to History Context
Continual Learning Learning Summary Connected to Details History Caus
Save Time and Money Avoid Mistakes Rework Accuracy Refined Feedback R

4311 -
431201 -          ..
431202 -         Time is Money; Knowledge is Power
431203 -
431204 -         We reviewed SDS capability to implement ISO requirements for
431205 -         accountability using an audit trail.  SDS enables a system of
431206 -         Communication Metrics, explained on 950327, ref SDS 6 0001,
431207 -         that adds intelligence showing chronology of cause and effect,
431208 -         which solves the problem Ralph mentions above that firms are
431209 -         unable to perform the ISO requirements they commit to carry
431210 -         out. ref SDS 0 3245
431212 -          ..
431213 -         Ralph indicated it would be a big help to use SDS so it is
431214 -         faster and easier to implement good management practices
431215 -         called out by ISO.  He asked if Communication Metrics has been
431216 -         used anywhere"?
431217 -         ..
431218 -         We reviewed PG&E's report on 951230 explaining success
431219 -         using SDS to improve management. ref DRP 1 0001
431221 -          ..
431222 -         Additionally, this record demonstrates how Traceability and
431223 -         Continual Learning are complementary, based on analysis in the
431224 -         record on 950721 of ISO and PMBOK management standards.
431225 -         ref SDS 9 6883
431227 -          ..
431228 -         I have invested time to understand what Ralph has conveyed in
431229 -         relation to what I need.  Linkages convert this information
431230 -         into a web of new "knowledge."  SDS controllable action items
431231 -         make the power of this knowledge instantly available when the
431232 -         next step occurs.
431233 -
431234 -              [On 001219 steps using SDS new way of working.
431235 -              ref SDS 36 QT6F
431236 -
431237 -         "Time is money" and "knowledge is power" have real meaning
431238 -         with SDS, per analysis of organic subject structure (Tending
431239 -         the Garden of Knowledge) from meeting on 951012 at Santa Clara
431240 -         University, ref SDS 12 9066, and, also, on continual learning
431241 -         in the same record. ref SDS 12 4444
431242 -         ..
431243 -         Experience using SDS seems to support George Gilder's
431244 -         formulation about the power of the microcosm from controlling
431245 -         lower levels of organic structure developed for NWO paper on
431246 -         951212. ref SDS 10 1111
431247 -
431248 -
431249 -
431250 -
431251 -
431252 -
431253 -
431254 -
431255 -
431256 -
431257 -
4313 -

SUBJECTS
Kwan Henmi, Communication Metrics, ISO Registration
ISO 10006, TQM, Traceability

4804 -
480501 -  ..
480502 - ISO Acceptance
480503 -
480504 - I asked about the extent to which ISO compliance has been used in
480505 - government contracting, which is a target market segment for my
480506 - client.
480507 -
480508 -     Ralph said that so far only the Department of Defense (DOD) has
480509 -     begun looking at this issue.
480510 -
480512 -  ..
480513 - I asked about large companies such as Cheveron, General Motors, and
480514 - so on.
480515 -
480516 -     Ralph mentioned Hewlett Packard is requiring ISO registration for
480517 -     certain kinds of product procurement, but he is unaware that this
480518 -     has been used in its construction program.
480519 -
480520 -
480521 - ..
480522 - I asked about architectural firms he knows of who are ISO
480523 - registered or who market as ISO compliant.
480524 -
480525 -     Ralph said he knows of only one architectural firm in the Bay
480526 -     Area who is investigating this.
480527 -
480528 -
480530 -  ..
480531 - ISO Registration & Cost
480532 -
480533 - Ralph will submit literature showing the services Performex provides
480534 - and indicate cost parameters for a medium sized architectural firm
480535 - to become ISO registered.  This will support the meeting with Kwan
480536 - Henmi next week.
480537 -
480538 -
480539 -
480540 -
4806 -

SUBJECTS
Case Studies, Continual Learning
Training Resource, Case Studies, TQM, Correlation
ISO Registration & Compliance
Case Studies, Traceability, Continual
Market Potential, Risk Management, Dispute Resolution
Advertising, Management Standards, ISO

5808 -
580901 -  ..
580902 - Marketing Opportunity
580903 -
580904 - Ralph asked about SDS and Communication Metrics, and whether there is
580905 - an accompanying technology?
580906 -
580907 - He feels the difficulties organizations have meeting ISO requirements
580908 - for traceability and continual learning, ref SDS 0 3245, present an
580909 - opportunity for a solution that automates the process.  If there is a
580910 - practical way for organizations to accomplish ISO requirements, they
580911 - may be more willing to make the effort.
580912 -
580913 -        [On 951101 report of waining ISO interest, ref SDS 19 0774.]
580915 -         ..
580916 -        [On 971211 Ed East at HQUSACE CEMP suggested Communication
580917 -        Metrics can support implementation of ISO. ref SDS 28 2807]
580919 -         ..
580920 -        [On 980310 USACE Sacramento District considered Communication
580921 -        Metrics. ref SDS 29 3150.
580922 -     ..
580923 -     I explained the paper on the New World Order which sets out
580924 -     the three steps needed to meet this objective.  We need:
580926 -  ..
580927 -
580928 -       •  Management Science..............Communication Metrics
580929 -       •  Information Technology..........POIMS
580930 -       •  Software........................Schedule Diary System (SDS)
580931 -
580932 -
580933 -     I mentioned having demonstrated POIMS and SDS to Ralph in July
580934 -     1993, ref SDS 4 line 78, and subsequently refining implementation
580935 -     at an assignment with PG&E, ref DRP 1 line 16, which resulted in
580936 -     defining a new management science:  Communication Metrics, ref SDS
580937 -     6 line 75.
580938 -
580940 -      ..
580941 -     Better Productivity at PG&E
580942 -
580943 -     PG&E reported SDS improved its productivity more than anything
580944 -     they have tried in the past 30 years. ref DRP 1 0001
580945 -
580946 -
580948 -  ..
580950 -  ..
580951 - SDS Demonstration
580952 -
580953 - Ralph said he did not recall seeing SDS, but he would like to take
580954 - another look, because Performex's business has changed by adding the
580955 - service of ISO compliance.  He asked to see the NWO paper and another
580956 - demonstration of SDS in light of these business changes. Ralph will be
580957 - out of town for the next 12 days.  He will call to schedule a meeting
580958 - after he returns and reviews the material I submit. ref DIT 1 0001
580959 -
580960 -
580961 -
580962 -
580963 -
580964 -
580965 -
580966 -
580967 -
580968 -
5810 -