Internet Messaging Database Concept For Sales Cycle Management Support At The Single Point Of Entry

Internet Messaging Database Concept for Sales Cycle Management Support at the Single Point of Entry Internet Messaging at a Single Point of Entry...............................................................................................................2 Concept to leverage the Single Point of Entry in a Sales Cycle Management Framework.....................................2 The Message Cycle feeds Sales Cycle Management...................................................................................................2 Aggregates drive Sales Cycle Management.................................................................................................................2 Search Sessions breakout Contact Management.........................................................................................................3 Lead Management or Threaded Sessions combine Search Contacts to realize Potential............................................3 Project Management.....................................................................................................................................................3 Team Share..................................................................................................................................................................3 Duplication or Normalization of Data.............................................................................................................................3 Team Context.................................................................................................................................................................4 Core Content Objects or Meta Data................................................................................................................................4 Core Content is a Seed that grows as the Potential Increases.................................................................................4 An integrated IM Platform cuts Information Maintenance Time................................................................................5 Collection related Information in the Search Session....................................................................................................5 Threads document References and Business Development Potential.........................................................................5 Table Search Session......................................................................................................................................................5 How can Search Sessions clear your Inbox and find needed material?..................................................................5 Search Sessions Entry..................................................................................................................................................5 Linking Information across Search Sessions. Thread Indexes......................................................................................6 Use Standard Operations to maintain Information and qualify for Use.........................................................................6 Streaming feeds useful Information to drive the Aggregates........................................................................................6 Search Session Transactions that qualify as Threads...............................................................................................6 Start a new Search Session including a Collection of previous Searches....................................................................6 Integrate Working Documents into Search Sessions and record Document Files or File Assets..................................7 Document Search Sessions as a repository of current Query Results..........................................................................7 Names of Key Search Session Data Fields..................................................................................................................7 Table Management:......................................................................................................................................................7 Table Synchronization with the Team...........................................................................................................................7 Table Thread Index and Threaded Sessions.................................................................................................................7 How can Threading help you find the right Information for Project Management?................................................8 Core Content.................................................................................................................................................................8 The workhorse Team Thread Index and Threaded Sessions.......................................................................................8 Cross References or laterally connect Threads by linking Sessions.............................................................................8 Information Resource storage for Maturity. TOC, Indexing and Tagging......................................................................9 References and Developmental Reports. BusAct_Ref, BusAct-Dev. ...........................................................................9 Threading and Collating................................................................................................................................................9 Generate Business or Team Reports from the Thread Index and Search Sessions...............................................9 Generate a Thread from combined Search Sessions...................................................................................................9 Transactions to store Content and thread Search Sessions.....................................................................................10 Search Session and Contact Management document searching Results.............................................................10 Threading Sessions Lead Management....................................................................................................................10 Attribute Mark, Unmark...............................................................................................................................................11 Standard Database Ops streamline Routine Maintenance......................................................................................11 Operator Archive.........................................................................................................................................................11 Attribute Filing.............................................................................................................................................................11 Operator Insert, Create...............................................................................................................................................11 Operator Update, Edit.................................................................................................................................................11 Operators Delete, Move, and Restore........................................................................................................................11 Object Stream..............................................................................................................................................................11 Data Entry and Reporting..............................................................................................................................................11 Team Data Synchronization, Team Share and Integration.........................................................................................12 Contact Management..................................................................................................................................................12 Lead Management......................................................................................................................................................12 Threads support Project Management........................................................................................................................12 Integration of other Data Sources. ............................................................................................................................12 Appendix 1 Table of Comparison between Data collected in Search Sessions and Threaded Sessions..............13 See Also..........................................................................................................................................................................14 Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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Internet Messaging at a Single Point of Entry. Concept to leverage the Single Point of Entry in a Sales Cycle Management Framework Internet Messaging offers the potential of converging Internet, e-mail and documents traffic at a single point of entry. Sales Cycle Management teams leverage this point of entry to bind Contact, Lead and Project Management into an efficient information flow. It identifies information assets to store for use and to feed to the aggregates driving Sales Cycle Management. This framework sources a database to store the incoming resources. Using a single point enables the user to promptly find and use these resources to address current questions and issues. It supports views for data entry, maintenance and visualization promoting innovation and creativity. Use of the supporting database facilitates data entry so that information enters subsequent to the on-going search and collating. It speeds recall of suitable material to meet current need and to distribute to team members. User interfaces also prepare the stored assets for viewing from different perspectives and for entry of deductive results to fuel solution innovation. The Message Cycle feeds Sales Cycle Management A question or information need enters the message cycle. Taking this query to the Internet or using email to address contacts sends the query to potential information resources that respond. Successful use of returning material stores the responses to the query, sorts them and combines to work out answers. Returning material stores in Search Sessions that offer potential use, perhaps also in respect to other questions. Qualified Search Sessions collect in threads combining information to produce useable answers. However the threads do not qualify to completely solve problems at hand. Further efforts identify assets to complement the threads and further combination produce solutions to satisfy project management (pm). If the responses to the solution reach agreement that the solutions warrant implementation; then project management proceeds. PM implements the incoming threads, combines and develops them to ensure meeting project requirements. See Also: [Basics] Basics of sharing Project To-Dos and Follow-up with Mozilla Thunderbird and Firefox. Improve Web Research and Project Management Results. This collection articles presents background on the Message Cycle, Internet Messaging and construction and implementation of Team IM. URL: >>> Aggregates drive Sales Cycle Management The Single Point of Entry drives the search and threading of information resources and streams them for storage in Information Resources (IR), Knowledge Base (Kb), Education Development Services (EDS) And Technical Support Service (TSS). These aggregates drive market development by supporting customer responses. Information Resources stores the incoming information assets to enable recall, use and integration in a timely, user-friendly manner. The Knowledge Base (Kb) extracts useful information from IR and prepares it for team and customer use enabling assimilation and learning derived from questions producing the Information Resources. Education Development Services recognizes the user need to learn the technology at hand and develops material to assist the user in technology implementation by answering his questions and providing for his education. Technical Support collects the customer questions and problems for solution with assets from IR, Kb and EDS. Internet Messaging streamlines the flow and improves asset transparency. See Also: [BusDev] A collection of articles on Strategic Business Development which employs a compact, flexible team to solve a wide range of channel and customer problems satisfactorily. It uses Sales Cycle Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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Management to exploit the reoccurring promotion cycles to develop market potential. Internet Messaging helps resolve issues of shared team to-dos, project management and follow-up for customer satisfaction and quality. URL: >>> Search Sessions breakout Contact Management Search Session. Pose a question and document the resources gleaned. In this quest for information combine similar information elements relating to the same query from Internet, e-mail and documents. Search Sessions index the collected material making searching easier and faster. Cross-references offer insights that may lead to creative approaches by laterally connecting information encountered for potential use. Enter information as it collects and insert it spontaneously into the right drawer. Open the drawer at the right time to use the material and insert it as qualified into threads. Lead Management or Threaded Sessions combine Search Contacts to realize Potential Search contacts mature and combine with the fruit of other search queries. As in e-mail dialogues: threading collects replies to related topics. It strings search sessions together by identifying related information and collecting it. Combine sessions with value for use in current questions, problems or issues. Information assets develop into answers to the questions posed. Use threads to identify suitable information to feed into team efforts. Qualified Threads answer problems confronting team efforts and contributes into the project management. Qualify stored threads for use in project development. Project Management Projects respond to a need or solve a problem by implementing a solution. They address the obstacles at hand. Solutions take the collected threads, expand on them and integrate them into a package that solves encountered problems within the proposed costs, time and performance. Project Management details the obstacles to implementation and the steps necessary to overcome them. The steps formulate as issues and Project Management uses available resources to resolve the issues. It responds to issues by fulfilling to-dos. Assemble the stored contact and lead resources to use as building blocks in implementation. - Problem Analysis - Planning, Implementation - Issues, To-Dos - Controlling Team Share Team Share provides an infrastructure connecting team members and transparent to search contacts and threads. It connects members on a collaboration platform. Each member accesses a common Internet Messaging profiles connect the resource infrastructure. Maintain a common team profile enabling each member to share team project management files, and information to build solutions. It ensures a frictionless method of deployment for distributed or mobile team members. Secondly it communicates team information resources promptly to facilitate project management and timely participation in issue resolution. Duplication or Normalization of Data Duplicate data increases the task of data entry and the chance of error. It slows down the working pace by increasing the amount of material to process. Issuing a query collects information responding against the query. Information from related queries collects and combines into threads. Project Management takes suitable threads and unifies them into implementation. Normalized data prevents duplication. Obviously the information collected in the sessions resembles the threads used for issue resolution but it does not duplicate it. Fields and the designations used for Search Sessions, Thread Sessions and the Thread Index are similar. Similarity of the field names makes it easier for the user. But the context changes. The Threaded Session selects pertinent information from the Search Session for storage. The Thread Index summarizes each of the items in the Threaded Session. Careful attention normalizes the data as shown in the table in Appendix 1. This table shows the analysis demonstrating how the content of the data fields evolves. The careful reader will take on the detail examination of each of the table cells and compare them. Comparison will show that the maturing process changes the nature of the information preventing duplication. This table poses the question: “If I remove this data will it reduce the information quality? Reduction of any duplicated information does not reduce quality. See Also: Quick Reference to Sales Cycle Management Database Objects driving Strategic Business Development Aggregates URL >>>

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Team Context Team members work individually and independently to query information resources and contacts. Each contact configures as a Search Session with the potential of acquiring information useful for problem resolution. Other team members encounter useful information to share, and within the team context the information flows to the member putting it into place. Useful search sessions and Threaded Sessions collect across the team. A thread links search sessions and connects them with the potential of benefiting implementation. When a response activates the team; each member queries local resources to join them in building the team solution. Team context of shared information does not require a dedicated, open link to centralized information (client-server) but functions as a well-informed, experienced mailing list or forum. Team members are often distributed. Information flows as the result of queries between team members. Queries identify suitable Search Sessions and Threaded Sessions available within team member domains. They offer a communication unit to flow the information promptly to the requestor. Clientserver architectures remain the optimum communication link. However the cost of data synchronization within a mobile, distributed network increases significantly with the normalized data architecture. Teams are usually mobile and periodically unattached from either Internet or networks. For this reason e-mail does not use open connections. Data synchronization duplicates data and increases the probability of introducing errors in replicated data. Using queries to store and pass information enables prompt access to suitable information and minimizes response time. Internet Messaging behaves as an e-mail network. Threaded Sessions transmit useful reports containing information for incorporation into project documents. Local storage of Search Sessions and Threaded Sessions build in the course of engaging Internet, e-mail and documents encapsulating potentially beneficial information. Search Session Contacts and Threaded Sessions pass within the team responding to address and resolve-formulated issues. Then a project binds the collected threads into a successful implementation.

Core Content Objects or Meta Data Pose a question and listen for the answers. Search Sessions collect information collected from the posed questions and store it to mature until needed. IM provides a TeamShare database to record the answers and the associated information to qualify. As the information qualifies move it into Threaded Sessions for participation in projects. A Search Session contains unqualified, unprocessed material. It often collects in more then one focused thread, and allows assembling information on related individual threads. Core Content is a Seed that grows as the Potential Increases Core Content fuels the aggregates driving Sales Cycle Management. Internet Messaging introduces the cycle collecting incoming information and distributing it to the team. Core Content indexes the content and focuses on important topics to make searches faster and more comprehensive. It also improves targeting useful information. Collecting contact profiles and session information; it organizes them into readable accessible storage. It starts to collate and organize the material according to the potential. Each contact continues to contribute to Core Content containing essential information for project management. Threads add to the Core Content and project management using the collected information and communication. They index the collected material and provide cross-references. Organization and collation previously done cut down on the time needed for issue resolution and allow project implementation with more facility. Core Content includes Key Search Session Information: - TOC. Table of Contents of material included in the Search Sessions and Threads - Index. An index provides a vertical information hierarchy. - Assemble the corresponding index tags in groups and domains to build a specific and focused index. Use the index to streamline construction and remove duplication. - Cross References join Indexes and Topics laterally Index/ Topics connects the cross products or provides cross-references that traverse and then connect the domain hierarchy laterally. Connect Domains, Groups and Items in new combinations to construct alternative solutions. Tags list the information elements in the domain or help direct further queries. They offer related Info for further use or potential. Core Communication identifies Communication Channels within the Contact including: - Custom Search Engine - Forums, Groups. Key Issues - Key IR Threads - Key Support Threads - Project Management. Key Issues. - Project, Development, Research. Key Issues. - Contact Profile and Resources Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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It makes strengths and weaknesses in meshing customer and project communication visible. It also identifies strengths to use in communicating with the customer. An integrated IM Platform cuts Information Maintenance Time Collection related Information in the Search Session A valuable feature of the Message Cycle enables collection of information for related topics and activities. These store for later use and retrieval. It consists of information related to the query but not immediately applicable and not current. It has possible value for other queries. The related information includes: - Search Session documents information contacts with potential use or value. - List related documents with similar information or linked information. Document the sources of this information for reference. - Record sources to stream and distribute within the team. The aggregates grow from the information provided. - Threading. Start a thread of Search Sessions with related information that addresses an identified topic. Threads document References and Business Development Potential Ideas for project implementation often occur spontaneously. These ideas apply to business or project opportunities and refer to information references useful for problem solving or implementation. Document the ideas as developmental potential and the information as references for later use. Sketch the relationships that may help to fit the ideas together. Label and tag the concepts to facilitate threading and retrieval. Because the ideas gleaned while searching and threading relate to business activities; let’s use an abbreviation of BusAct for Business Activity and differentiate between references that document information and development that handle development opportunities. Some threads contain more detailed information that expands into BusAct_Ref or point out business development as BusAct_Dev. How can the Threading Session support the development of the BusAct_Ref or BusAct_Dev? - It acts as an outline. - It collects information on availability and summarizes it. A detailed examination of the Message Cycle determines that it indexes contacts by Business Activity and the Information Resource applied in the activity. Because this combination promotes growth, the index combination of (Business Activity, Information Resource (IR)) is named Promotion Number or PN. Qualify the information by assigning a PN index number. A thread differs from a Search Session Contact through the application of IR. A contact refers to an activity or IR, but does not combine them. Process it by sorting, deleting, collating and combining information from the search session. Thread it by combining it with other information assembling a further part of the puzzle. Improve the labeling to facilitate locating the information easily when needed. Begin to develop the ideas and principles contained within the concepts. Processing selects the information from the search session and inserts it into a similar format after adapting it to the focused thread topic. The Thread Index format allows generating a cover letter containing structured information from the search session. BusAct_Ref or BusAct_Dev refers to the structured info and integrates it into a concept for reporting or distribution. - Take applicable information from the Search Session and enter it into the Threading Session. - Source. Maintain a list of potential sources or sources used. Use this list as reference for the information applied in the BusAct-Ref. List possible sources to use. - Leverage insights and ideas by outlining, documenting and structuring them in a working document. Transparently store the document to fill in the missing gap as development progresses. - Threading documentation. Insights are spontaneous ideas that often occur completely isolated from a particular problem. BusAct_Ref and BusAct_Dev document the ideas and the principles the ideas present. Record the spontaneous details of the presented principles. Tag the ideas to facilitate locating, collating and threading.

Table Search Session Information collected during a search session stores in this table. It identifies the query source and the information obtained. It provides hooks to use later to link related Search Sessions into threads. Users notice that a similar information structure prevails in Search and Threaded Sessions. It feeds directly into project documentation. How can Search Sessions clear your Inbox and find needed material? Search Sessions Entry Enter search sessions and index the sessions by adding keywords. Team members use the information to direct searches for useful information. Enter the information from each search session on the fly. Complement the info on the search engine with related information. Assemble the information on topics here. Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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Search for contacts and the assets associated with the question or query. List the search engine and use the data for evaluation. Record the search key as primary query key to find target information. Use it to list and index search terms and optimize them. Search the keywords and the content to find related information and additional information sources. Record information on the query and the contacts it yields. Maintain auxiliary or related information produced by the inquiry. Provide expedient access for later use of the information and to detail information yielded. Generate a report on the inquiry and related searches to help direct further search activities. Use this information as an input about the performance of search engines. The information in “Search Description” and the “Related Information” gives input as to the suitability and yield of search engines. Use search terms to focus following searches. Defined Search Query terms function as tags to locate material.

Linking Information across Search Sessions. Thread Indexes Successful question or queries lead to chained, linked, answer on the path to a solution. They are like signposts showing success in the quest for a solution. Example Xsearch. Contacts and Threads store easily in a database. However threading and project management generates documents that spread over the file system. Assuming that the documents are tagged properly, an integrated (file) search would make the file system into a virtual database. Searching could locate documents with the same PN. Individual contacts from different search sessions suggested various possibilities. Threading the contacts suggested employing the module search module Xsearch used by the editor jEdit. Application of this module integrated IM to find e-mail, Internet and documents with related information. How can e-mail message headers/ tags be indexed? Collect and organize the information to direct further search. Store the assets to stream to the Aggregates. Analyze the results to direct following queries or to generate new ones. Use Standard Operations to maintain Information and qualify for Use Marking, Archiving and Standard Operations help the user maintain and improve data quality. - “M”ark a search session for processing or exporting. Database processes locate the marked records for processing including exporting, and for manipulation. - “S”tandard Operations. Combine records for routine operations and maintenance. Standard Ops includes Insert, Update, Delete, Move and Remove. - “A”rchive records to optimize content. A record archives as routine (uses the routine period), maintain for project or contractual purposes, delete. Streaming feeds useful Information to drive the Aggregates “S”treaming produces queries as a contribution to Information Resources or to the aggregates. Queries often produce information to enrich the aggregates. Tagging session to stream marks the record to copy as an Information Resource, for use in the Knowledge Base. Marking includes it as content for Education Development Systems or Technical Support Services. Applying these operations on a record demonstrates qualification. Search Session Transactions that qualify as Threads Processing a Search Session signifies potential value and suggests qualification as a lead (thread). It recommends movement of the contact by signifying value. Issue a keyword query to select information for examination and as source of potential answers. Document the perspective Search Sessions in a report. Collecting information for a project, downloading files or capturing Internet pages stored in the Teamshare demonstrate qualification and shows promise. - Index the information by entering the PN or index - Download a file entered into a session. - Capture Internet pages entered into the Search Description into Teamshare for team use or reference. - Utilize Related Information as assets in an activity. Start a new Search Session including a Collection of previous Searches. EXAMPLE. Processing at the Single Point of Entry assumes an integration of different data sources distributed through the Team share domain. ODBC offers an interesting possibility to integrate different data sources, however integration information lacked. Previous searches for ODBC produced information Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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on JDBC and the idea to connect Html pages with JavaScript over a JDBC connection to a database. Open a Search Session recording the information gathered about JDBC and link it to ODBC. This enables the user to consider the solution from different perspectives and use the database to as a container for the information. A simple test demonstrates how contacts link. As in the case of ODBC; there is not enough information to start a Reference (BusAct_Ref) or Business Development (BusAct_Dev). But the information shows promise and value for perspective activities. If the collection shows more promise and offers more information than stores in the Search Session; open a Threading document. Generate a Business Report by incorporating Search Sessions. Open a BusAct_Ref or BusAct_Dev by querying the Search Sessions and write them to file for use with a threading template. Merge Search Session data with a Threading template to seed the report and expand on it. Multiple Search Sessions relate and collect to offer contact potential; collect these Search Sessions into a Threading Session and list them in a report to choose the information from those sessions offering promise. Reports use the desktop Office System and list search sessions as table by querying, marking or processing Integrate Working Documents into Search Sessions and record Document Files or File Assets Computers haven’t done away with notes and sketches relating to contacts and threads. Working notes collect ideas and store working sketches. The sketches may be drawn or sketched in text. Store the notes in an activity binder and record the date and file identity in the Search Sessions and Threads to ensure facility of retrieval. Test: If the notes produce a concept or plan then they produce enough material to benefit entry into BusAct_Ref or BusAct_Dev. Document Search Sessions as a repository of current Query Results Search Sessions store and then connect to other Search Sessions as they mature and before they qualify as Threading. The search results do not yet satisfy the question posed. Example: A problem developed when using Excel to import and display data. It created a new cell for each new line instead of wrapping text within a cell. It turned out that this is a common problem but difficult to solve. It required collecting extensive information over a long period of time. Material was extensive and the solution posed many questions. Multiple Search Sessions updated information stored. According to search results this problem occurs often, and particularly in the interface between Windows, Dos and Unix systems. Recording the keywords that probably include new line, carriage return, or linefeed led to sources to finally resolve the problem. Names of Key Search Session Data Fields The following list contains names of the data fields participating in Search Sessions. - SearchKey. Search terms used in the query -S_Engine. Search Engine employed, it also lists local engines (Dic, e-mail, Internet) in use for example email that generate information. E-mail and document sources also list as search engines. SURL_File. Local storage for the information or link. - S_Query. Query content. Formulate the query for repeated use, for optimization or to distribute. - Search_Desc. Search Description. An outline of the search assets including the URL for reference and later use. - Relate_Sterm. Related Information. Queries often produce information on associated topics or interests. Outline these assets and URLs for later use. - Sact_IR. PN. Qualify the potential value in the material and list the index. – Indexing includes recognition of the Information Resource domain and association with an activity or project. Table Management: - Enter search key, search engine, query, and search description, related information in the sessions. - Collect information by topic. - Search for the topic by date, topic, search key, search description or related information. Add new information to related information. Table Synchronization with the Team - Export key topics to share with the team. Share indexes and Cross References. - Provide a list of individual topics

Table Thread Index and Threaded Sessions Contacts or Search Session combine and collect into threads. Threads relate by the information content and the potential to solve problems. Threaded Search Sessions use the e-mail convention of indexing the thread by Subject:. Define a thread by subject to connect contacts within a thread. Each thread receives Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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a coversheet named Thread Index summarizing the information for the user. As the contacts mature, they add Core Content, and then eventually qualify as a project. E-mail exemplifies the progress. IM adds evolutionary tags to E-mails with potential information value and act as tags for later searches. They are called evolutionary because as the information potential evolves; the tag content changes to reflect the maturing information. IM implemented on the Mozilla Platform uses e-mail headers named X-Tags: to contain the tags IM equips the user profile with evolutionary tags that index and cross reference information in the incoming messages. These tags adapt to the changing information content. [BasicInstall] describes how to use the Mozilla platform to configure X-Tags: and to use them for indexing as well as crossreferencing. Collect the X-Tags: in a file for users to search for potential answers. They serve as an index and cross-reference to active information sources. Using Mozilla and configuring the e-mail client to export indexes containing message Subject: lines and the respective e-mail assists in placing proven knowledge at the hands of the users. How can Threading help you find the right Information for Project Management? Threading Sessions collect Search Session add an index, and extract useful information relating to the focus topic. They continue to collect associated data to structure and organize it. Assembling the data also offers additional collection direction to assist in further development. This data and information primarily collects in documents. As threading progresses the information collects in Core Content, BusAct_Ref, and BusAct_Dev documents. A database record summarizes the information. - Link related Search Sessions exhibit value in current inquiries. - Generate a report of the linked Search Sessions summarized by the Thread Index - Compile a TOC (Meta Data) to assist in ordering material as it adds - Use collected information in the Search Sessions to index material - Crystallize the cross references to laterally or diagonally connect relationships found within the threaded material. - Eliminate duplicated material. Neighboring sessions develop contaminating duplicated material. The material collates and reduces into minimal sessions. Compare the material in different sessions and choose sessions with independent material. Reduce duplication by folding material into similar sessions to eliminate duplication within the set of sessions. - Collect and combine the Search Sessions into Threads. Build the threads into documents - Extend/ link the Search Sessions with the available content. - Add content as it collects and use the TOC and indexes to structure it. - Focus useful queries or keywords and distribute to team members. - Qualify threading for use in a project. Project qualification includes issues to resolve feedback questions. Core Content Thread Indexes and Sessions expand Core Content and provide further indexing. IM exports two sources of indexes. E-mail exports an index containing To:, From:, and Subject: for each applicable message. A list of the message Subject: lines indexes the message contents. E-mail also exports collected X-Tags:. Listing these evolutionary tags lines up terms and expressions found within the search domain. It provides an index list. This list facilitates further searching as it references previously used and successful search terms. It communicates within the team as an inventory of information assets. Refer to [Basics] for detailed information implementation information URL: >>> The workhorse Team Thread Index and Threaded Sessions Table Threaded Sessions bridges Threads and qualified sessions. It links the qualified sessions to the Thread. Table Threaded Session contains the Thread Id and the Session Id and links the two. It combines Internet, e-mail and document sessions. It records the sessions satisfying the query with one link record for each session. Cross References or laterally connect Threads by linking Sessions Threads gather or condense Search Sessions in a vertical hierarchy connected by the same keywords. But often topics found under different keywords offer just the right impulse to proceed. Cross-referencing keywords produces useful, innovative insights to participate in implementation. List the Cross References in the Core Content as they appear. It helps to establish relationships and produce innovative relationships. Often the structured hierarchy hides interrelationships or networked potential because they do not visibly fit into the structure. Index Topics gather topics that do not fit into the structural flow and networks them like mind mapping. While working suddenly in a blaze of insight or intuition pieces in the puzzle fit together. Take advantage of that moment and record the network of relationships. Or choose one of the Index Topics that connects to the momentary understanding. Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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Information Resource storage for Maturity. TOC, Indexing and Tagging. The Thread Index binds the Search Sessions into a research report. - Identify activities profiting from use of the information. - Formulate useful queries and communicate the queries as sources of targeted information. - Evaluate and select search terms or keywords to improve the information value. - Use the cross references to help stimulate creative insights and sources. Cross-referencing contributes to new, creative inputs. Connect related information topics in a hierarchy and establish diagonal and lateral relationships. (Search, Meta Data) - Combine complementing Search Session information in following Threading Sessions. - Organize the material gleaned from the sessions. (Meta Data, BusAct_Ref, _Dev) - Identify the topics generated by the queries. (Meta Data, BusAct_Ref, _Dev) - List the evolutionary tags X-Tags, and Ref: which list all topics handled. - Maintain the references and developmental reports BusAct_Ref, BusAct_Dev. - Combine with e-mail, Internet and documents into Threaded Sessions for reference and use. References and Developmental Reports. BusAct_Ref, BusAct-Dev. A fundamental purpose of using IM to support Sales Cycle Management is to provide support writing reports, concepts, consulting, planning and to demonstrate to the customer what the unique benefits of the proposal are. This concept provides a format that facilitates assembling the maturing ideas, concepts and plans. This visual principle puts the ideas, concepts and plans into relationship with another and to the collecting information elements. The basic format allows the composer to write down his ideas as they come and as he gets time and focus to manage the maturing potential. The writer works in a format that offers a TOC and topic headers to show the developing structure. It allows him to search content and match as well as link information connections. It facilitates construction of an outline of the development phases as a guide for later work. Use these reports to describe and discuss the implementation ideas and issues to help thread the pieces and achieve their full potential. Content contained in the reports illuminate and address the issues encountered in the further development. Threading and Collating Example: Determine a solution to indexing e-mail message headers and collect the X-Tags and Ref: information from e-mails. The index of e-mail subjects and the evolutionary tags should be available to the team as a centralized index and cross-reference list. Problem: X-Tags and Ref: headers collect the evolutionary data in incoming e-mails. These headers generate an index for use in locating assets and searching for these assets. The headers generate the topics for the entire knowledge base gleaned in collecting e-mails from a user’s group. It requires taking the header (X-Tags:) and the tags out of each marked message in the file. How does the data integrate with the Search and Threaded Sessions? To approach this problem, search the Search and Threading Session for keywords. Follow these keywords to generate ideas on data integration and storage. Generate Business or Team Reports from the Thread Index and Search Sessions Generate a Thread from combined Search Sessions Thread Session matches the Search Sessions to the Thread Index so that it functions as a container to hold qualified Search Sessions. Refer to these Search Sessions for the reference material and use them to continue to build the thread. Threading Sessions use the Thread Index and a topic query to link. So define a thread by use of Thread Index. If one has not yet been opened, then open a Thread Index by marking an appropriate Search Session. This automatically opens the Thread Index. Generating reports from the Thread Index and associated Search Sessions helps in filtering the sessions and eliminating unnecessary ones. - Export Search Session Id and information to a file - Document the threading session generated by the Search Session. Example: Use an ODBC connection to integrate data sources; but how should it integrate? Which ones are applicable? Intensive work on database connectivity located a variety of information on ODBC interfaces as a candidate and detailed the configuration. Multiple Search Sessions stored the information. Open a Threaded Session. It corresponds to e-mail thread where the Subject: threads the messages. -> Add Record. By copying the information from the Search Session into the Thread Index -> Use a query to find all Search Sessions with related information on ODBC. Enter SELECT statement or query used to filter the Search Sessions and list them -> Select the suitable Search Sessions for the Thread Index. -> Generate a Thread Session for each Search Session as qualified. Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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The following table illustrates a threading session and picking the Search Sessions that match the Thread Index from the user’s perspective. Workflow of a Threading Session Select suitable Search Sessions from e-mail, Internet or documents. Pick or define a Thread (subject or title) that Pick the Search Sessions that fit together and summarizes the combined Search Sessions. Fill it provide contributions to the content out by copying information from a representative Search Session. ThreadIndex SearchSessions The Thread Index is unique and limit to one SELECT the appropriate sessions with a query. Drop ThreadIndex. or erase the unnecessary items. Generate Thread Sessions from the Search Sessions. Thread Sessions qualify from Search Sessions and differ from them. Often not all the material contained in Search Sessions apply or it filters to other content. Generate a report: The fields SeachKey (Search Key) and Search_Desc (Search Description) most likely identify suitable Thread Indexes and Search Indexes. S_Query (Session Query) and Relate_Sterm (Related Information) also provide search potential. - Enter the PN Index to qualify the Search Sessions as Thread. Enter Thread Index

Generate a Thread from combined E-mail and Internet Search Sessions - Example: SQLite is a candidate for use as database. It requires a manager application or wrapper. The market offers a number of them. Which one would provide the best service? Gather information on the candidates select one for use. Collect information to evaluate choice of a suitable manager. Information on various tools stores in e-mail from mailing lists. Combine this information with research material from the web. Research results collect in e-mail SQLite Users Mailing List. - Export e-mail results as X-Tags: or Index. Search using the queries found as Subject: lines in these messages. - Export the list of e-mail messages Subject: lines as an index and apply it to build a Table of Contents. - Export the X-Tags: used to tag the messages as search keywords. Use the X-Tags: to categorize the messages. - Add Documents to the Threaded Sessions. Insert a document into a threaded session by entering the document file name in the Threaded Session. - Generate a thread from collected Search Sessions and update the thread by adding Search Sessions

Transactions to store Content and thread Search Sessions Customer Contact records the contact and communication means Search Session and Contact Management document searching Results - Record the Search Sessions and the information gleaned. Fix related information that feed and inform projects. - Enter threads as they form. Threads connect sessions into a contact network. Threading Sessions Lead Management A Lead tracks the potential in the contact. Store the results of contact qualification within the Lead Management Framework. Assemble the information components into o -

Complement the information contained in the Search Sessions as it collects Thread new search sessions as they collect information. Update and expand Search Sessions with new material. Qualify Search Session as Leads by assigning it “IR” which tags it to a file. Add Meta Data. Communication contact information collects within the Meta Data to ensure an expedient connection. It lists Search Session Index from the gathered material. Search Session documents information obtained in qualifying the contact. They assist in focusing further search activities to improve the yield. Maintain contacts, and contact profile from the Address Book. Import e-mail address book contact information. Typical contact information stores in this profile.

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File useful ideas and draft the potential and possibilities in this form. Seed possible business development ideas or projects that do not fully meet qualification principles and formulate the potential in this form. These forms store during the qualification for Project Management and provide information for the project qualification. Attribute Mark, Unmark Mark is a flag. It flags a record for attention or processing. Each table has a Mark row/ field to enable the record to participate in transactions and processes. Mark the respective items and operate on them. When finished, unmark the items. Mark participates in any transaction or process. The user marks the field. “M”ark. After processing “U”nmark the field. Standard Database Ops streamline Routine Maintenance Insert/ Create, Update, Delete, Move, RestoreOperator Archive Routine. – Maintain. Maintain as contractual documentation. Cleaning and maintenance removes unnecessary items from all tables. Legal requirements for maintaining must be observed and proper and accurate archiving ensures recall and observance of requirements. It slims the (search) volume making it faster and easier for the user. The user tags material for deletion. Attribute Filing Filing occurs regularly as defined. Attributes define the regularity of filing. Operator Insert, Create Create id assists archiving. Often items archive simply according to the date created. It also helps decide what archiving is necessary and how to do it. Data entry often depends on the Create Date as removing records from mailing lists. Operator Update, Edit Update or Edit relates changes and participates in making decisions. It helps to flag inactive activities. Look for records with an Idle Edit date older than a particular window and they haven’t changed in the meantime. Why have they been ignored? The Edit helps to provide answers and avoid ignoring significant issues. Operators Delete, Move, and Restore These operators maintain the data in a useful state and prevent duplication of content. Object Stream Attribute. - IR. – Kb. - Eds. – Tss. Tag a thread for potential inclusion in material building within the aggregates. The tag references it for potential use in the material. Any table item potentially feeds the aggregates. Tag it to stream it to the aggregate and when constructing the aggregates search for these items to include in the construction.

Data Entry and Reporting Search Sessions enter as the user searches and sorts material this platform enables entering data while working. The user accesses all tables for expedient data entry and maintenance of data. Most search contacts arrive at the Internet Messaging Single Point of Entry. Why not process them at entry to save time and avoid filing in an Inbox. Actual experience shows that filing most contacts and processing threads occurs right at the Single Point of Entry. - Expedient entry of Search Session data - Combine data in the right drawer and extend the related Search Session data - Initiate threading of search contacts - Qualify contacts and leads - Assign contacts or content to projects or IR SQLite Manager or other GUIs readily accesses tables for expedient data entry and maintenance of data. - Expedient entry of Search Session and threading data - Extend Search Session data - Initiate threading by combining related and laterally related sessions. - Qualify contacts and leads - Assign contacts or content to projects or IR - Export sessions for reporting or for sharing. Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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Reporting relies on use of the office resources. - Document the Thread Index and the combined Thread Sessions as a report. This report collects the Thread Information. It serves to list out the session information and start to order it by relationships. - Display the Thread Index in relationship to the information contained in the Search Sessions. - List perspective Search Sessions or refine the choice of applicable sessions. - -. Generate reports in the office application for example; import into WORD or Excel as file or use Open Office.

Team Data Synchronization, Team Share and Integration This concept adapts to the individual user’s needs and helps store, organize and index IM material for improved proficiency in project management and issue resolution. Focus of the concept starts with the individual user and his needs. Development recognizes that implementation success depends on networking the users within teams and teams within the infrastructure. Of primary concern is sharing data within the team and support teams with the shared user profile. Each user collects search contacts, leads and manages projects. Core Content including indexes and cross-references inform team members of assets available. Data and information from team activities collects locally within the member’s domain to share the information on demand. Successful management promptly shares information within the team. The user domain stores all local assets including Contact Management, Lead Management and Project Management. Queries over networked user domains localize useful Contact and Lead Management assets. Cross references help to focus on further material to address issues. Project Management remains specific to team needs and response time. It feeds from local stores or requires synchronization of PM resources. Networking enables team members to query privileged databases and obtain information distributed over team stores. Team Indexes map information availability and assist in focusing search terms. Contact Management User Core Content includes web search contacts, e-mail contacts, contact profiles and address books, downloads and documents. This includes privileged or sensitive information locally held and prevents unauthorized access. The database supports collation and combining of information to satisfy support requirements. Search Sessions contain interesting information for not yet qualified for need. Lead Management Threads collect search sessions enabling Lead Management. This qualified material demonstrates value and potential. Threading ads indexes and cross references enhancing value. Potential value of this material does not localize to the user but extends to the team. Threads support Project Management Project management collects threads from the team domain and complements it with external information resources to respond to customer needs. Thread Indexes synchronize and collate PM information to address issues and problems. It reduces the time to implement solutions. Threading prepares the background information necessary for qualified project management. It collects background information for Sales Consulting and Engineering and assists the user in analysis and presentation. Threading identifies information to stream to the Aggregates and participate in driving Sales Cycle Management. - Team Database. Project management and support occurs within a networked team requiring ready access to information and resources to resolve issues. Information resources collect within the team database to enable the team to collectively meet support requirements. - Central or corporate System Database. Data synchronization ensures the ability to collect, combine, collate and feed the infrastructure containing the team domain. Usually at corporate level these feeds are a determining factor in competitive strength and the ability to satisfy demands. Integration of other Data Sources. At the Single Point of Entry Internet Messaging merges e-mail, Internet and incoming documents. Search Sessions record potential information in contacts and Lead Management threads them into related topics. Data Synchronization requires integration of infrastructure data sources to complement these sources. A common interface joins data sources to meet the required needs of the user. Web research and tests identified ODBC as an integration candidate.

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Appendix 1 Table of Comparison between Data collected in Search Sessions and Threaded Sessions This table compares field content to normalize the table fields and prevent acquisition of duplicated data. Table

Search Session Search Session Index

Search Session Reference SindexId Screate SearchKey S_Engine

Surl_File Stored File S_Query Store query for future use Search_Descrip Content description, URL Relate_Sterm Related Info Other useful Info, but not immediately applicable Sact_IR PN Qualify Mark SStanOp Action Archive SIndxSession TableId

Description

Table Search Session Index Fields

E-Mail E-mail Comparison

Thread Report Form BusAct_Ref Business Activity Reports Reference Development Reference

Session Id Session Date Keywords Search Index Search Engine E-mail Forum User’s Group IR URL, File for info storage Linked Document Query used Store SQL Query for further use (Subj:) Information gleaned Information gleaned that relates to other search keys

Thread Id Thread Date Search Search Index From: Activities Aggregates. IR, Kb, Eds, Tss.

E-mail Id E-mail date Form Date Tags, X-Tags: Keyword Keyword From: From: Activities Activities Aggregates. IR, Kb, Aggregates. IR, Kb, Eds, Tss. Eds, Tss.

File

RefText[ ] File[ ]

RefText[ ] File[ ] Source

(Subj:)

E-mail content

Description Summary

PN Project Group

PN Project Group

PN Project Group

PN Project Group

“M”ark

“M”ark SStanOp Qualify PM Archive ThreadId FormId

“M”ark Tag- SStanOp Qualify PM Archive E-mail message Id E-mail message id

“M”ark Tag- SStanOp Qualify PM Archive

Archive SessionId SearchSession

Subject:Thread Ref: Related topics Index/ Topics Thd_SIndxSession Thread_SearchKey Sact_IR PN Project Qualification Reference

Threading Session

ReferenceGenerall y internal.

Subject: Subject: Ref: Reference to Ref: Reference to

PN Project Group

PN Project Group

Search_Descrip

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PN Project Group

FormId Subject: Ref: refers to topics covered Link to Search Session Keyword PN Project Group Refers to (internal) document references Text. Work out the - 13 -

Summary

Content description, URL Search_Descrip Content description, URL

text. Summarize the work.

Title RefText

X-Tag

X-Tags

Enter a title to use. Internal Text or reference file File for the document X-Tags

Categories

Categories

Categories

“M”ark SStanOp Qualify PM Archive

“M”ark Tag- SStanOp Qualify PM Archive

“M”ark Tag- SStanOp Qualify PM Archive

Stream

Stream

Document Generation

Document Generation

Document Generation

Core Content

Core Content TOC Index Cross Reference Contact Profile

Core Content TOC Index Cross Reference Contact Profile

File

Surl_File Stored File

X-Tags define the internal keywords to use for searching. Cross referencing X-Cat. SOURCE. COLLECT SOURCE INFO to use to develop the reference. Transactions Mark SStanOp Action -> PM Archive Stream

Qualify Lead

Document Generation Project View Project Files

See Also

The concepts developed here result from Internet Messaging in Support of Strategic Business Development and Sales Cycle Management. Refer to the following articles for use of Internet Messaging and implementation on the Mozilla platform of Firefox and Thunderbird. [BasicInstall] Configure Mozilla Firefox and Thunderbird to share Project and Team To-Dos and simplify Follow-up URL: >>> [quickRef]Quick Reference to Sales Cycle Management Database Objects driving Strategic Business Development Aggregates URL: >>> [BuildInfo]Building Information System Aggregates to drive Strategic Business Development Team Resources URL: >>> [SalesCycleLead] Sales Cycle Lead and Contact Data Objects, Transactions and Views URL: >>> [RefCommPoint] Reference Linking Views, Data Objects and Transactions at the Common Point of Entry in Sales Cycle Management URL: >>> Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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Attribute Content, text, and tables to Gary_Gabriel 23447523.doc 15.10.09

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