Wm.Cowley

 
telephone: 714.324.8046
fax: 714.892.1774
email:

 

Consulting for ERP / MRP, Materials Management, Manufacturing systems Integration, Performance Improvements & Goal Achievement

 

 

 

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My Conversion to Digital...

 

 

Preamble:

In May 2003, I purchased my first mobile computer.  This task was gargantuan in nature.  While I love gadgets, unless I can identify significant improvements in lifestyle or convenience, I will sit and wait.  We have all experienced buyer's remorse and cursed the timing of the next release (or version) to coincide within a single week of receiving and configuring the new (& obsolete) product.

Laptop computers offered no significant improvements to me.  After all, I had:

  1. A stable desktop computer in my office;

  2. My planning, project management, and client contact lists were adequately handled with my Franklin Planner and Palm PDA.  The daily blank page provided the perfect location for my handwritten notes. [On a Side Note: while the PDA provided faster and easier access to contacts, appointments, reference notes and open tasks, I was entrapped with the redundant entries in both my Planner and my PDA. I justified this as a necessary evil.]; And,

  3. My clients provide a network workstation to access their data.

As a task oriented person, I embraced the "Franklin" discipline.  "I will keep my Appointments, Contacts, Project Tasks, Goals & Aspirations, and daily notes in a SINGLE LOCATION (my planner). I will never be in doubt as to the whereabouts of a critical  information."  This is a good premise.  While it will seem practical to record appointments and notes on the nearest calendar or post-it pad, it is too easy to forget where I was when I took the note.  If I only have ONE location, I only have ONE place to look. The worst aspects of this SINGLE LOCATION approach, it the noticeable lack of backups and Search capabilities.  There is no way I would take the time to copy/scan my notes on a daily basis and create a cross-reference listing. 

I recall a terrible story of a woman, who left her planner on the roof of her car and drove away oblivious to the scattering of her organization planner on the winds of Southern California.  When I heard the story, I went out and purchased a zippered binder.  (I determined it was better to lose everything in a neat package...).

My search methods consisted of manually scanning my daily notes close to the day I thought it might have happened.  Now picture in your mind scanning notes from seven years of notes...scary, huh?

A standard laptop would force me to type my notes on a Daily / Weekly basis.  Realistically, I would still handwrite them on blank paper and transcribe them later. I find it difficult to transcribe notes.  For me, most of my notes are abbreviations and phrases meant to trigger associations within the context of the note. When I transcribe, I am forced to explain the hidden associations.  If I don't explain them, they lose the association/memory link the handwritten notes contained. I needed a machine that could handle both text and handwriting...

Chronology:

With these thoughts in mind, I waited, researched and then waited some more.  In September/October of 2002, I saw rumors of a new hybrid product.  A laptop that accepted (and recognized) handwriting!  A "Tablet PC". This was too good to be true.  Perhaps, my time had come...I had to know more.

I began scouring the internet for anything concerning this mystery "Tablet PC".  I discovered that Microsoft would be releasing this new product in November 2002.  For the next few months, I read everything I could find on this new product.  I read Previews (mostly guesses) on what it would do and what is would look like.  I liked the ability to choose Portrait or Landscape as my primary layout.

Finally, the day of the release came.  I was flooded with information.  Microsoft had released the TabletPC Operating System (XP Professional with more features) and many manufacturers released their hardware.  Well known names like HP, Acer, Fujitsu and Toshiba announced their products.  And unknown manufacturers (at least to me) like Motion, Electrovaya and Tatung announced theirs.  Since no one had products on the shelf, it was difficult to separate the "Real" from the "Soon to be Real".  These were not touch screen machines (a special pen is required).  Microsoft had a "Journal" application that would accept handwritten notes and drawings like a notepad.  Converting handwriting into Text was built in.  Wireless connectivity with grab-n-go (no need to reboot when disconnecting)...

I quickly learned there were two basic approaches (a "Slate" and a "Convertible" ).  The "Slate" had no keyboard attached and the "Convertible" operated like a laptop or, by twisting the display, would lay down like a "Slate".  HP muddied the water with a hybrid.  A "Slate" that could be plugged into a keyboard and become a Laptop.  All of them limited options (no optical drives) to preserve battery life.  I had to see some demos...

By early December 2002, CompUSA had the Toshiba and Acer.  Franklin Covey had the Acer and promised the HP soon.  Frys Electronics had no idea what I was talking about...The hardware was scarce, too heavy, or too limited in speed or memory.  This was a terrific concept with disappointing results.  I needed to wait some more...

The new year began with manufacturing delays and backlogs.  Many Tablet PC websites supplied me with Reviews, FAQs and Discussions.  But I found more conflicts than solutions.  "This product ROCKS" followed by "This products SUCKS" and "What were they thinking?". I followed hardware reviews (very few) with Software Promises (very plentiful).  Gateway announced they would be co-branding the Motion Computing slate. I waited some more...

Through March 2003, products were shipping and recipients wrote reviews.  Most were excited with their new toys.  Microsoft released some Power Toys and an "OfficePak" that would allow "Inking" (handwritten notes) in MS Office XP.    I was enthralled with the idea that I could take notes on my Tablet PC and possible eliminate my planner...much to think about...

Springtime brought more rumors:  New hardware using Intel's Centrino chips, faster processors and more ram; Microsoft would be releasing a Beta Version of Office 2003 with Inking capabilities.  NEC released the lightest Slate (2.2 lbs). I had determined I preferred a Slate version with attachable keyboard.  I saw no sense in lugging around a keyboard I wasn't going to need.

April brought fresh hope.  Centrino chips were coming and MS Office 2003 Beta would release shortly.  I demoed a Gateway branded Motion Computing slate.  It was perfect.  It only weighed 3 lbs (my planner weighs 4.5 lbs).  The handwriting recognition was about 85% (I print mostly using capital block letters).  Motion Computing was founded by a group of Ex-Dell executives.  It outsourced everything and everything was build to order.  An order on the internet would trigger a build in Taiwan to my specs.  When it was completed, it would ship directly to me.  I liked the concept and efficiency.  User reviews on Motion are terrific.  When they release the Centrino version, we have a deal...

 

On May 12th, Motion Computing releases their M1300 Tablet PC (Centrino chipset, 933 MHz, up to 1 Gb ram).  I purchased it immediately. I bought it with the Flexdock docking station, 60 Gb hard drive and 1 gb of ram.  Now I had to wait the 14 days for it to arrive.  While I was waiting, I ordered Office 2003 Beta.  I planned to install it on the Tablet PC and work out the quirks without effecting my desktop.

Motion shipped on May 22.  I took possession on June 2, 2002.  A day after Memorial Day and only 1 week before Motion announces the upgrade to a 1 GHz processor. (never forget the obsolescence principle)...

Transition:

Today, after working with my Tablet PC for eight months, I could say the transition was smooth and effortless.  But, I still remember too many of the details, so I cannot lie.  Most of the difficulties were typical setup configurations.  Reinstalling software and setting it up as I am used to is a chore all by itself.  XP simplifies some of the tasks with the "File Transfer" utility, but most of the work was still manual.  I mention Backups & Redundancy were a priority, so I traveled down the road to Offline Files.  Quite an interesting journey (now that it's working) and all of my Tablet PC documents and files are available offline on my desktop and vice versa.  With this approach and formal Backups to another disk drive, my worry over lost data is assuaged.  Currently, in order to backup/sync Outlook files, I manually copy the .pst files to my desktop (and back).  I have tried using an Outlook Syncing program, but it took 25-35 minutes to synchronize and a copy takes 25-35 seconds.  Hopefully, this will be solved when the next version comes out...

I installed my Beta version of Office 2003.  I installed a new program called OneNote (designed for notes and research).  I copied and transfer my Outlook data.  I set my configurations and poked, prodded and played.  My Tablet PC came with Sign-On (by CIC).  It allowed me to set my signature for my password authentication.   This is much better than pointing my pen on a keyboard to enter my password.

Tablet PC's use the pen in two distinctly different manners; Converting to text and "Inking".  Converting to text is self-explanatory.  Inking is recording my handwriting and drawings and leaving it as that.  My interest in Tablet PC's is primarily with the Inking capabilities, but conversion is a frequently used function.

For handwriting recognition, I became familiar with the T-I-P (Text Input Panel).  This Tablet PC feature seemed very odd, at first.  I have to place my cursor at the insertion point in my document (Excel, Word, Visio,...) and then open the TIP.  I can write with my pen and my handwriting converts to text and is inserted into my document.  I am comfortable with Palm Graffiti, and there is a section I can use that lets me write letter by letter.  And, if I get desperate, there is a section with a QWERTY keyboard I can type on with my pen. 

Handwriting recognition amazes me.  I can convert my handwriting to text with about 85% accuracy.  I mostly print instead of using the cursive script I was taught in grade school.  While that seems more legible to me, my Tablet PC disagrees.  I have discovered that REALLY-REALLY-BAD cursive converts more accurately than my block printing.  My grand-daughter is in 5th grade and she converts accurately 99+%.  Handwriting recognition is learned, but sadly, by me and not the machine.  As I remember my grade school skills, my accuracy improves.  While I am not a fast typist (30-40 wpm), I type much faster than I can convert handwriting accurately.  If I create a long document, I will pull out the keyboard...

After the initial setup and tutorials, I met my 1st Transition Test.  I waited to purchase the Tablet PC until I was convinced that I could operate day-to-day without my Franklin Planner.  Now I had it, it was configured, I was trained, so what now?  I had to cut the cord.  I felt like a bungee-jumper at the bridge rail...but, but, but...oh hell, just jump...

Sounds confident, brave and daring, doesn't it?  I have to confess, I carried both my Franklin Planner and my Tablet PC for the first week.  I had to be sure it would work and my clients didn't suffer while I was learning my rhythm...

Journal:

Journal comes with every Tablet PC.  It is incredibly powerful.  It allows me to take notes and go back and illustrate my points.  It is better than a blank piece of paper because  I cannot "Lasso" notes and move them to another location on a legal pad...

Journal Sample

OneNote:

This is a "Killer" application. OneNote is a new application for gathering and displaying information.  Data is stored in Notebooks and Sections. It is very versatile and can be used with keyboards or ink.  I create a new Notebook for each client.  The Sections are Months / Years and the vertical divisions are the days of the month I worked with the client.

OneNote Sample

This program gives me the best project tracking for my clients.  And the best feature is everything is SEARCHABLE.  I can enter a search for "Passwords", and it will find every session I worked with the client on Passwords (and this searches the INK portions, as well).  I still have difficulty moving text around, so I use Journal for meeting notes or brainstorming sessions.

Additional Considerations:

Future improvements will always involve faster cpu's and less weight.  Software will evolve to include or recognizes ink without the need of the TIP.

Screen: The 12" screen size is excellent, but 14" would be closer to blank paper size.  I would enjoy greater screen resolution, as 1024x768 is cramped.  Motion now offers an Indoor/Outdoor screen which is a must.  I noticed it is not a problem with laptops, but to write on the screen requires me to tilt it so that fluorescent bulbs reflect and make it difficult to read (and outdoor use is close to impossible).

Battery Life: I can count on battery life of 3-1/2 hours. This is much better than battery life of most laptops, but not yet optimal. Normally, I will keep it on AC power and disconnect for meetings.  This works well, until those days with marathon meetings, so I carry a spare battery.  Electrovaya has a Tablet PC with 9 hours of battery...

Conclusion:

I am very pleased with my Tablet PC.  I can see that within a few years, most laptops will include these features.  It has given me the best of my desktop and Franklin Planner in one package.  I use it actively during the day.

And by the way, when we are discussing my Tablet PC, it is a TOOL, and Not a TOY.  Let's keep the nomenclature correct...

...wc