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Adilas.biz Developer's Notebook Report - All to All - (36)
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Time Id | Color | Title/Caption | Start Date | Notes | |
| Shop 12769 |
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Adilas key Contributors | 3/17/2026 |
Adilas Key Contributors:
Steve Berkenkotter - Main owner and business partner - original ideas, concepts, and training - sales, relationships, dreamer, visionary, custom code, coordinator, builder of the first industry specific skin, and the list goes on. Huge player in the adilas story and timeline. One of the original owners in Moring Star Automotive - where the system came from. There are three known Steve's in the system notes. Most of them are this Steve (99 out of 100 times). He won't admit it, but adilas was his brainchild.
David Berkenkotter - Steve's brother and business partner in Morning Star Automotive. David was a system user and helped us create the adilas quick search. He liked using that feature, the quick search, but it only existed on one page originally. He wanted us to put it on every page. That ended up being in the header. He was also one of the original partners in adilas. Power user in the system. Sadly, he passed away due to cancer.
Shari Olin - Commonly known as "Shari O.". She worked in the accounting department back in the Morning Star days. She has been somewhat of a mother hen to help all of us crazy chickens keep going. She helps with customer support, training, payroll, bill collection, and tons of backend office functions. Major power user. Just being silly, but she can have the mouth of a sailor but the heart of an angel. Part of the adilas admin team and a great friend.
Craig Leitner - Also part of the original Morning Star team. Craig was the automotive floorplan and bank guy. He is a power user in the system and does a lot of bank reconciliation and other tasks. He currently works with Steve and asks as the adilas controller (money flow guy).
Cory Warden - Originally an adilas rep and consultant. Cory become part of the team after being a rep for quite some time. She helps with customer care, client support, project management, and keeping the team on track. She also does all of the news and updates and other training material. Cory does tons of oversight type services for our clients. Power user and part of the admin team.
Sean Carlton - Sean was a manager at a Cannabis dispensary in Colorado that used adilas for years and years until they sold. Steve recruited Sean to help with sales, deployment, and training. Sean brings lots of usage experience. Often, he is one of the helpers if we need to send someone onsite to help with a deployment or training session. Power user.
Brandon Moore - I'm one of the guys that writes most of the developer's notebook entries. Originally, I was hired by Morning Star, the automotive dealership, to help with data entry, accounting, and website stuff. I ended up being one of the main adilas developers and architects. I build content, write code, help other developers and team members, and help with training. Helped start the project back in 2001 under the Morning Star name.
Chris Dunsey - One of the first adilas interns (developers). Helped with a number of projects. Ended up being somewhat of a consultant later on.
Shawn Curtis - Kinda a funny story. He was taking a developer's class at Bridgerland. He knew my brother Russell. He asked to join our developer class and became one of the first interns along with Chris Dunsey. Shawn ended up helping with payroll and other projects. Some of the photo galleries in the system came from Shawn's help. He also worked on the media/content (file upload) pieces. Later on, he did more payroll work and acted as a buddy to Brandon and did some consulting work. We worked together for years and years.
Russell Moore - Russell is my younger brother. Originally, he was added to the group because of his graphic skills. He ended up being a great backend developer and project manager. He has also acted as a trainer and mentor for Brandon along the way. Much of the current system came from projects and efforts that Russell was involved with. He has also been Brandon's AI tutor in recent years. Great help to the system. Huge contribution.
Chris Johnnie - He is an entrepreneur who teamed up with Russell to help create a company called "Adilas For Business" or "AFB". Eventually, both Russell and Chris sold their pieces back to adilas. They were honestly the first ones to really try to run as a white label of adilas. This was back in 2015 and 2016. Chris really helped to push the product to the next level along with Russell's help.
Danny Shuford - Longtime friend of Steve's. Danny helped with some website design, sales, and videos for adilas. He even got into creating custom PDF labels for clients. Light development work.
Marisa Shaw - She is Danny's daughter. Danny brought her to an adilas training event in Denver, CO. Marisa was the star student. She ended up helping with some graphics, flyers, marketing material, teaching, instruction, and planning. Power user. Very helpful.
Shannon Scoffield - Shannon is Brandon and Russell's sister. Her maiden name is Shannon Moore. Huge help and virtual assistant to Brandon. She has helped with training, project management, and content creation. Most of the major content sessions were or have been with Brandon and Shannon working together. When they, Brandon and Shannon, were traveling, Shannon was one of the primary adilas instructors. If she was teaching Brandon was taking notes. If Brandon was teaching, Shannon was taking notes. Power user.
Cheryl Moore - Cheryl is my mom. What an asset. She owns a small business and has owed a few different ones. When we were doing training sessions, she came to every one of them. She asked wonderful questions and was a great supporter. Sometime, I would use her as a test subject - can my mom do this? If yes, we are good. If not, we may need to keep tweaking it. Thanks mom!
Wayne Moore - Wayne is my dad. He was my hiking buddy and more than willing to talk about ideas and concepts on our walks and hikes. He helped out with video stuff and was a great coordinator for making other connections. He worked at Bridgerland (technical college) and helped us get setup with classrooms, computer labs, and other great connections. Huge cheerleader! There is another Wayne, Wayne Andersen, he is a backend developer, systems guy, and database guy.
Wayne Andersen - This Wayne lives in Portugal and helps with all of the backend security, server, and code testing. Major skills, writes code, helps push all of us to new technologies, partially retired but loves to play with tech stuff. If you search for Wayne and it deals with concepts and coordination stuff, that's my dad, Wayne Moore. If you search for Wayne and it sounds like a master backend guy, that's Wayne Andersen.
Alan Williams - One of the lead developer's at adilas.biz. Alan joined us in 2015 and quickly came up through the ranks. Trainer, CTO, team lead, master developer, prototyper, and system architect. Alan has helped with many projects and features over the years. He also helped Brandon with some of the prep work for the adilas lite (fracture) plans and project. Sometimes called "Dr. Alan" by the other developers. Example: This might be a project for Dr. Alan.
Bryan Dayton - Bryan has been one of the most versatile guys on our team. Originally, he joined a development class out of curiosity. He and Brandon live in the same town and know each other from church. Bryan has done more custom code or small system projects than almost any other developer. He also joined the team in 2015. He helps with sales, custom projects, pushing on projects that he thinks will yield a return. Lots of work on the adilas lite and fracture project. Very hard working and versatile.
Dustin Siegel - Developer who helped with numerous cannabis and cultivation type projects. He worked directly under Steve to help with that business vertical. Many of the original pages that Steve built were taken over and remade by Dustin.
Eric Tauer - Developer and custom code guy. Originally, Eric knew Steve and lived in Salida, CO. As a note, adilas is Salida spelled backwards. Eric has a background in database work and data warehousing. Eric has done tons of custom systems for clients. Often, Eric would pioneer certain features or logic, as custom code, and then we would bring those features into the main adilas application.
Garrett Kirschbaum - Adilas intern and then full developer back in 2015. Stressful time of building and expansion. He and others helped run the adilas shop with Brandon's help. Garrett was a great developer and helped us standardize a number of tools and features. He was the first developer to work on sub inventory, back in the day. He also did other projects and helped with some developer management stuff.
Charles or "Chuck" Swann - Charles was an instructor at Bridgerland for web development. He builds custom websites, does amazing mock-ups, prototypes, and is a CSS master (styling a website using code). Chuck worked with Russell to help with redesign work, projects, and vision. Chuck worked fulltime for a number of years and now works and coordinates work done by a small hand-picked design and development team. Anything that needs some design loving gets passed over the Chuck and his small team.
Steve McNew - Friend of Steve Berkenkotter's. This Steve helped prep some whitepaper documents to help with getting adilas standardized and some internal audit type stuff. Mostly white papers and putting things down on paper. He ended up getting hired by the local school district and wasn't able to finish the process, but he got it started. He asked some great questions, and we had some good conversations.
Abby Elkins - Abby is Brandon's daughter. Her maiden name was Abby Moore. Abby, when she was little (10-12 years old) helped with some of the original concept artwork for adilas. Later on, she helped with content for the presentation gallery and then the adilas lite plans (fracture). Currently, she is working graphic artwork for different adilas pages. She's now in her mid 20's and has some awesome art and content skills.
Aspen Moore - Aspen is Abby's younger sister and Brandon's daughter. Aspen helped Brandon with some planning and counseling (mental help). Aspen also did some general business consulting with her dad Brandon.
John Maestas - Developer, backend server guys, and designer. John came to us through Dustin. John was uses as a jack of all trades on the backend and frontend. He did numerous projects, documentation, payroll, and page redesign projects. John was also very help to Brandon in working on the notes and comments on the SWOT analysis document. Many other projects as well. Good vision of the future.
Kiva Berkenkotter - Steve's wife. She helped Steve with various projects and planning sessions. At one point, she was in charge of paying commissions and collecting monthly reoccurring payments. Huge supporter to Steve!
Heather Moore - Heather is Brandon's wife. What a trooper. Cheerleader, support, ideas, and consulting. Huge asset to Brandon (me). Thanks Heather!
Jonathan Wells - Designer and mock-up guy. He helped to map out the system and created a number of deep mock-ups for adilas lite (fracture) projects. Great job catching the vision and putting those pieces into a visual representation. We still refer to his work when talking about fracture (future project for adilas).
Jonathan Johnson - Business consultant from Epic Enterprises. Met with Brandon and Steve in end of 2019 into 2020. Really helped us see some needs and opportunities. Later, helped Brandon with some other consulting when trying to define the fracture plan.
Calvin Chipman - Windows software developer. Calvin also did a bunch of web-based work, database stuff, label printing, and API socket stuff. Calvin was the first developer to use the adilas API's to create a native mobile app for a client. He also built a number of special developer tools used by some of our team to speed things up. He's the tool guy!
Cody Apedaile - Bryan Dayton's cousin, Cody helped with a bunch of JavaScript code and changes. He also spent some time working on the UML diagram for the adilas database. We didn't get things finished, but he was working on a new build your own interface (custom to you) for adilas. We ran out of funding. We want to get back to that project at some point.
Dave Forbis - Dave was the official "high tech gofer". He did a bunch of things. Graphics, project management, brainstorming, planning, sales, and helped with managing developers for the adilas shop. He was another great student. He came to a number of training courses and brought so much to the courses. He was also a big support to Brandon during some rough times.
Josh - There are three Josh's. Josh Wheeler, Brandon's friend and developer. Josh Sagert, developer and adilas user (worked tons on the discount engine), and Josh White, Steve's friend from California. Josh White has brought us a number of bigger leads and bigger players, like franchises, and other higher-end clients. Anything recent is Josh White, from California. He helps with networking, sales, and dreaming of new things.
Suzi Distelberg - Sales, training, and deployment. She also worked with some custom projects and doing step-by-step user guides. She has helped with all kinds of projects and even gone onsite for setups and training. Great asset!
Kelly Whyman - Kelly is Dustin's wife. Kelly was single handedly the best independent sales rep that adilas had. She did training, consulting, and sponsored a number of custom projects. Kelly helped Steve and Brandon with reports, functionality, and other things. She got so good at things, state contracts snagged her up to work at state and multi-state level stuff.
Molly Hennessy - Molly was another independent sales rep and consultant. She had numerous clients and got into doing SOP's (standard operating procedures) and other high-end documentation and training. Molly was an entrepreneur and even started creating some of her own product and services. If you search adilas on google, some of the other results are from Molly. Super creative and a great consultant.
Hamid Karbasi - Developer - He has worked with Brandon doing small websites, training, and small tasks. He currently is a manager at a retail store and brings some managerial type skills to the table. Willing to talk about concepts and how they apply to retail and other environments. He is also lightly helping with some planning for fracture.
Gene Spaulding - Friend, entrepreneur, and businessman. Gene is an old college friend. We had a number of friends in common. He has been a small mentor to me over the years. Way back, before adilas, he helped me get my first business loan for a project that I was working on.
Sharik Peck - Friend, entrepreneur, public speaker, physical therapist, and businessman. Good influence and mentor in ways. Sharik and I used to exercise together back in the day. Many of fun walk, run, and weightlifting session. Learning some conference and training skills from him and his wife. They have done really well pushing their product lines and doing some marketing. Trying to get some ideas.
Bridgerland Technical College - Use to be Bridgerland Applied Technology College. Not a person, but a huge help. This is a local technical college in the Logan, UT, area. Brandon's dad, Wayne, worked there. Tons of assets. They provided classrooms, training options, computers, and even an small incubation spot (starter office space) for the adilas shop during the startup phase. Huge asset!
McCorvey's Pro Shop - Also known as Bowling World. Client that had multiple locations. The started out with around 30 and grew up to the 90+ location level, all using adilas. Long time client.
Emerald Fields - They were the first client that wanted their own fully dedicated box and server. They had multiple locations and requested some custom code, reports, and features.
Beaver Mountain Ski School - Client that we helped them track their ski school (snow sport) lessons. Students, instructors, classes, and schedules. Custom interface dealing with elements of time and flex grid.
Bear 100 - This was the first event or annual event client that we did. They used the system for about a week each year. They had 350+ runners and their families that would be on the site for multiple days straight. It was a 100 mile running race with 13 aid stations and a small social portal for the family and friends to watch their runners. This one was special as it had custom input options to upload CSV files to populate the database vs normal HTML form field entries. Records were sent in batches from remote places to adilas for storage and race progress.
High Valley Bike Shuttle - Online ecommerce and scheduling client. They also have a cafe and small retail store. Fun online scheduling and bulk flex grid projects.
Herbo - Mike Roundtree, owner of Herbo, was the first company to do a small white label of adilas. Mike has been a great asset to Steve and the two of them have worked on projects, plans, and dreams. Herbo also has a custom payment solution that they are trying to market and get rolling. Mike has been a great supporter for years. He is also a certified CPA and that credential helps us and him. We would like to get other CPA's on board as well. Thanks Mike!
Nxtlinq AI - AI assistant. These guys really pushed us to get an AI agent inside of adilas. Tons of development took place and lots of prep stuff. We wanted to do a 3-part plan for integrating AI. 1. Teach it how to navigate using the AI quick search (check - done), 2. Teach it all things adilas. and 3. Teach it how to be clear up at the consultant type level. We only got the first phase done. Lots of other plans and such, but we ran out of funding.
Grok AI - Steve loves using Grok. He has built a number of image generation options inside of adilas. He is also working with Grok to feed it data to help with analytics and AI insight. This is not finished yet, but we may end up using Grok as an AI assistant inside of adilas. We have simple and emerging connections available right now but need to really polish things up before going live with the AI assistant options.
ChatGPT AI - We have started using ChatGPT to help with code, explanations, explore resources, planning, and help with training and flow for people and other AI bots. Currently, Brandon, Steve, Bryan, Alan, Josh, Russell, Chuck, and Wayne are using AI in either ChatGPT chat sessions or some other form of AI. We have some using Copilot, Gemini, Claude, etc. AI is actually helping in many ways. ChatGPT is a big one for use. Anyways, they are earning their place in the adilas key contributors list.
There are so many more that I can't list. Developers, users, power users, reps, consultants, trainers, clients, accountants, friends, family, and even critics. They have all helped out the idea farming process and progression. Good stuff! We couldn't have done this alone. It takes a community to do what we are doing. |
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Rezzimax Conference | 9/8/2023 |
Great two-day conference. Took tons and tons of notes. See attached. So, Sharik Peck, owner and founder of Rezzimax allowed me to come watch he and his team put the conference on. I brought my mother, who loves that kind of learning and content. Those people (the participants) were her kind of people. That was fun to watch all of them interact. I ended up loving it as well. I learned a ton, tried out the products, and even contributed a bit to the conference (questions and comments). My main goal was watching what they were doing, how they interacted with the conference participants, and observe little tips and tricks that I could pick up and use when I do some training events and conferences. Good stuff! Here are some of my notes. Once again, this was more of me observing and picking out tiny tidbits of information vs taking notes on what they were really doing and talking about. I hope that makes sense. - The Dream - telling a small story. Dreaming and then trying to put the dream into reality. Just the motion of following a dream led to a whole other set of ideas, situations, experiments, and achievements. Basically, the whole journey that ensued and is still going. All from following or attempting to follow a dream. - One of the main goals was sharing knowledge and getting manuals and resources out to their users. One of their biggest problems was - How can we replicate "Sharik" (fill in the name of whomever is a major key player or awesome influencer)? Sometimes, to start with, lots of the main knowledge and/or know how resides in a few key players. We have to get that information out, virtually duplicate that person, and let others help run with it. - They spent some time, right at the first, trying to get the conference attendees to help pass the word along. They did a whole section on the affiliate program that they are using. This could be done through referral links, commission structures, affiliate program website, training, certification, and specific tracking of coupons. - They used some guest speakers to help spread the word. They also have done some research, written articles, and gotten things published, in order to get the word out. Some of that takes times and networking. Along with that, it is always good to bounce ideas off others in your field. Collaboration and idea farming. - "Form follows function" - they kept saying that - Small pieces of world building - I saw interconnected system, relationships, finding and fixing problems, addressing pain and disfunction, and seeing how those interrelated pieces worked together to almost create a world. This is an older entry dealing with some world building concepts. - The smallest change in a system can play through and create new problems and new solutions. Trying to get a good balance - along the way. - Straightening out disharmonies - Helping people help themselves - teaching them coping and learning skills - Deprogramming - things that run in natural or normal habits that may be unwanted or causing problems and issues. Deprogramming, in a way, means undoing or rerouting paths and avenues. - Lots of experimenting and being okay with that - nothing happens by magic. - Practice and hands on training - they were giving additional instruction during the practice session. The instructors were miced (had microphones attached to them) as they were walking around and helping others with the practice session. Everybody was able to gain from the instruction and feedback given to individuals. - Durning the presentation, they would bounce out to a well formatted video to help encourage the participants to go to their YouTube channel for more information. - Talking about alignment and getting things in-tune or aligned - This was tied into a foundation and going back to the basics. This included basic knowledge and basic techniques. The alignment seemed to be a key factor. - Focus your mind on what you are grateful for... One of the best sources of change. - Over the years, Sharik has gone onsite and helped out many people - where they are (to their place, their home, or their business). That seemed to be a reoccurring theme. - Look where you want to go - If you do, you'll have a better chance of getting there. - Victim or Advocate - Question - I make things happen or things happen to me? - Thinking about thinking - an active approach - They used their tagline over and over again. It was - "Tune out pain and tune into life!" - He, Sharik, tries to surround himself with people who have lots of skills, knowledge, and talents. - They had products and samples that they gave out and let people use, try, and experiment with. - Their packaging was very professional looking. Nice glossy info sheets, nice visuals, everything looked very professional. - Matching frequencies - we don't want to stay out of sync very long. We tend to want to match what we are hearing and/or feeling. - Great interactions between the instructors and the conference attendees. - Consistency and creating good habits. - Don't be afraid to try something new. Learning over time and recognizing patterns. - There were a few different times that Sharik would talk about the process of inventing - He would wake up, write things down, react to things as they keep coming (from any source), and keep moving forward based on where he was and where he wanted to go. I loved the stories. - Quite a few user stories (from the participants) and testimonials. You could tell that everybody liked the products and the procedures (protocols). - Lots and lots of great hands-on practice sessions. He even had a number of people (assistants) who could help him out, there at the conference. - They kept referring back to their website for videos, information, manuals, products, etc. - They had a new product that got introduced at the conference. You could tell that a lot of time, energy, money, planning, and excitement were part of the new product release. They introduced their mini's or mini version of their calibrated vibration tuner. It was pretty cool! Everyone there got one to play with and experiment with it. Lots of ideas and scenarios started to play out. The participants were expressing ideas and possible solutions, almost imediately. That was really fun to watch. - Feedback was requested and very welcome. - Sharik has been doing some public speaking at different events for quite some time. Great way to get the message out there. - Loved the light flexibility in their agenda. They switched things up on the training as needed. If you were a person who fully expected perfect clockwork, you would have been disappointed. If you were ok with some flexibility, then you/they were spot on. They still kept it moving but there were definitely some custom alterations on the fly. I really enjoyed it. - Recipes - basic steps to get a certain outcome or output. They called them "rezzipes" for Rezzimax but they were virtually recipes - simple steps to get certain results. - Harvesting ideas from others - giving credit where due. - Lots of personal stories, details, knowledge, hints, tips, and experiences. That made it fun. - They kept showing success stories - it almost made you want to be one of the success stories. Almost a level of marketing without actually marketing. That was cool! - They ended the first day pretty casually and soft - they didn't teach clear to the end. Sort of a soft ending on day one. Light interactions, hands-on experimenting, networking, etc. Quite a few people hung out and chatted, asked questions, and had some great interactions. ------------- Day 2 - Small suggestion from my mom - A bag with your logo on it. We got lots of goodies and new toys. My mom recommended that a bag would be nice. It would be reusable, helpful, and people could see your logo and name as the people carry their stuff. - Sharik started the day off by asking for feedback. - He had a few people that could only be there part of the day. He was willing to change his agenda to help accommodate some of the people who needed to leave early. Those people wanted to cover a specific topic. That showed great flexibility and a personal touch. - He, Sharik, made some fun and great introductions to those who were helping him out. His fun introduction added credibility to the presenters and/or helpers. Whatever their role was. - They showed a new mobile app to go along with their new minis (calibrated vibration tuners). Super small demo. Talking about upcoming changes. The users wanted to be able to read/write new hardware names (be able to name the devices - in English vs multi-digit serial numbers). They wanted ways to name the device, assign them to a room, or attach a type to the device. Basically, ways to flag and tag things so that they could organize their environments. It was all about organizing their flow. - They (the users) wanted to be able to turn things on and off remotely. Using technology to help their clients and patients sleep better. - They also wanted full control to program multi devices with plans, modes, times, timers, and custom options. - The end users wanted to know timelines, they were really excited to get using it. - Currently, they are using Bluetooth to connect. They want to be able to do all functions, remotely, including ways to control all of the micro functions, timers, wake-up, go to sleep, modes, cycles, etc. Ideally, they would love it if they could program something remotely and then the device could go pick up that information from a central server or central location. Basically, a web app of sorts. Going beyond Bluetooth. - Users wanted to know about updates, notifications, communications, and how to provide feedback. - Not only feedback but also recommendations and feature requests. - Sharik was asked a question and jumped back into a small history of where they came from. The electric toothbrush story. That was part of the start of the whole dream. In his dream, he was told, "Vibration will heal the human nervous system. Go figure it out!". Through experimentation, they went through over 800+ electric toothbrushes. This is a side note, but I've known Sharik for years. At one point, he was experimenting with handheld sanders (from a hardware store). The toothbrushes were too little and small and the handheld sanders were too big or too powerful. They ended up with their own tuners that allow for calibrated vibration (speed, intensity, and frequencies) and even waves and patterns. All part of the invention process. Kinda fun. - It was fun to see journeys come full circle - Back to the minis and the new app - the users wanted to know protocols - who to talk to, what to send in, how to communicate, etc. - Sharik invited the developer to show the new app. All of this feedback was being thrown at him while he was presenting. They were recording it and others were taking notes. There was no way for the developer to actually take all of the notes for the requests, ideas, and suggestions as he was presenting. It really helped to have other helping to either record or jot down the notes. - Just for fun - Sharik said about the programmer - "A programmer on a mission!" - Note about the media guys who were helping - they had two guys recording the conference. One was the primary tech guy. The other was more promotional and marketing. They were capturing testimonials along the way. They miced (used microphones) all of the speakers. If someone else made a comment, they tried to resay it or recap over the microphone. Sharik was also recommending that the attendees get with the media guys to get their stories and/or testimonials. Pretty cool setup. - Jumping back into the conference and some of the topics. Lots of time spent on "Trauma" - aka problems, issues, and pain. Without pain or needs, no solution is needed. Once trouble or a problem exists, a solution or answer is needed or wanted. - Pornography, drugs, alcohol, PTSD, life events, etc. All forms of trauma or issues. Some of these things are taken in by the eyes, ears, hands, mouth, touch, feel, or other ways. Eventually, they get into us and/or affect us in some way or another. - Teaching the law of opposites - joy and misery, happiness and sadness, inhale and exhale, push and pull, etc. Being ok with being uncomfortable. Pairing these opposites and finding patterns. Back to trauma - front door and back door approach. There is always a way in, look around and be creative. - Let it go! Exposing yourself and being vulnerable. "IT" will come later. It meaning, what you are looking for. Sometimes you just need a catalyst for change. Replacing negative with positive (thought). - Standing next to the event, not in it (trauma and events). Can you remove yourself from it and virtually watch it play out, what can you learn, do, observe, as you look at it from a different angle. If you only look at things from a single vantage point, you may be limited as to what options are available. - Going almost empty and then rebuilding and replenishing. - Trauma has attachments - it could be other traumas or connections with other events or situations. Usually, it is not just a single thing... there are relationships and multiple interconnected pieces. - Forgiveness and understanding. Forgiveness doesn't make it right. It does have power to help you. At some point, you may need to ask, how is this all done? Where does that lead you? - Having a safe place to recover and seek healing. - The ability to connect to the music within you. - Saying prayers - for self and for others - looking beyond yourself. - Sharik was sharing his story and tons and tons of other experiences. It makes it real. - Triggers - Learning lessons and then passing on those lessons learned. Experiences just happen! - At one point, they went over a number of FAQ's (frequently asked questions). They had a preset list and it made it easy to just jump through them and/or skip around as needed. - Different people do things in different ways - that's ok and even encouraged... - Great discussions and awesome feedback and ideas from the participants. There was enough flexibility in the presentation to allow for that. - Inspiration and being open to new ideas. Sometimes it takes time to come to an understanding. - Freely give, freely share - keep it open. - Each participant comes from a completely different place. Acknowledging the pioneers in the room. Go explore. Learn from your experiences. If you are experimenting, try it on yourself first - controlled experimenting. Fun discussion. - Mixing and combining techniques and skills. - Finding out what nature does and either using it (nature or natural ways) or trying to simulate it. Helping to integrate those type of techniques and processes. - There are tons of other things that can be added into the mix. Take what we have and what we offer and then add to it and even enhance it. Build off of a stable base. - Back to a topic in the main presentation - deep questions and sequences - Am I safe? Once you feel safe or relatively safe, you can open up and/or work from there. Interesting. - Making time to care for ourselves. - Stick to the basics - back to recipes. - This is from my mom - She can hear the main presenters but can't hear anybody else (other people who asked questions or chimed in). That bothered her a bit. She knew that I was taking notes on my observations and leaned over and asked me to write that down. That can be hard to fix and tends to fall on the presenter to restate the questions and comments. Just noting that was requested (restate what is being said by others). - Pathways - things that are used over and over. What works for you? Use that and then build and go from there. Along those same lines - think about strategies and figuring out how to duplicate or predict certain outcomes and behaviors. - Light humor lubes the discussion and/or topics being taught or discussed. - Gathering information - connecting the dots - even over time. Be patient! Along the way, seek for opportunities and find alternate paths or pathways. - Sove a problem, then move on to the next... the deeper you look, it will become a map of the environment. That's pretty cool! - Going back to basics - the goal is the big picture. - Repetitive processes - that's how we learn. - More videos and referring the participants to subscribe to the YouTube channels (plural). - Lots of techniques, tips, and tricks. - They were talking about self-healing... at times more advanced help is needed - meaning surgery or other advanced help. That is okay! Start with self-healing and go from there. There is a point that we need other people and their skills and knowledge. - Talking about pain - if you take it all away, sometimes you do something stupid - keep it real - without any pain, you can push things too hard. Pain can be a great teacher. Knowing your limits. - In their videos... there was a lot of consistency - well done. Some of them felt repetitive but yet different. - Sharik's wife kept helping them, whoever was presenting, with reminders and helping them if they forgot something. - Giving service - helping and doing good - Public speaking and facing fears - They were talking about sharing energy and sharing energies (plural) - The feet are great messengers to the brain - Simple steps - set timing - set steps - make it repeatable - Watching friendships and relationships being made from the conference attendees - fun to watch - People cheerleading each other and supporting each other - Good laughter and fun times - Emotions tied to injury - making new paths to the brain - Putting all of the pieces together - creating a system and using other systems that already exist - This was big for me... what have we found... letting people know... passing on that knowledge - Just noticing - some of the attendees were standing, going up, getting closer, taking pictures of slides, videoing, recording, and taking notes - internal thinking - People want to learn - some great questions and follow-ups - Telling the brain "the map" - Being developed on the fly... people testing things on the fly. They were putting ideas into play on the fly (meaning the attendees and the presenters). This was especially true as they were playing with tuners and techniques. - Alignments - keep coming back to simple alignment concepts - Improvements and seeking improvements - Major participation - he called someone up to the front, let them do it, and he was commenting and lightly giving direction what was being done. Very hands on. - Watching for reactions - seeing through their behavior - Things working together - Talking about sensitivity and visiting or building up those areas over time. - Following protocols - set steps to follow to get certain results - Translating ideas and concepts to different applications - Personal stories and tying them into parts of the bigger or main story - Helping to solve problems - daily - Constant message of gratitude - being grateful - Good resources - that helps to bring back that knowledge quickly - Sensitive individuals - start where or wherever they are at - helping them quickly get back to recovery - If it takes time - take that time - When they are ready... there is always a timing that goes along with healing - Question - Are you trying to solve things or just make things better or easier? There is a difference. - Thanking others - Explaining why we do the same things over and over again - finding those patterns and reasons - For me, I loved the stories and how much Sharik and others had helped others, all around the world, making a difference. - If you do some pain... Make sure you put a smile on their face before they leave. - Some of the participants want a way to share and pass on advanced tips and techniques. They talked about a Facebook group(s) and making them public or private, depending. - Wanting to stay connected - Mindfulness and being focused - going there on purpose - Self regulating - A tool to help - not the end all solution - Primitive reflexes - a return to a pattern - there are both good and bad primitive reflexes - ways to help overcome ones that are unwanted - Light it up (an area of the body or a pathway to the brain) - the brain loves information - food for the brain - Asking others to help us get the word out - word of mouth - Technique - cross grain or crossing - going across the midline and then back again. - Transforming and transferring energy - Test it as you treat - Work on the weak side - Working through barriers - Accelerating processes - Isn't that cool (both ! and ?) - statement and question - Combos - Tests - X is tied to Y, is tied into Z, is tied into... Everything is interconnected. - Reviewing, even at the risk of sounding like a broken record. - Spent some time going through scenarios (different changes or alterations based on the circumstances) - Integrating both sides - of the body or of your environment - Keep working on things that need help - wake it up - then integrate it - Mirror therapy - Don't put limits on what people can do - the mind and body are amazing - Getting the word out - a small little army - Making training available - afterwards - A small price to help cover costs - Don't worry about charging people from (or for) your knowledge - Giving back - What are you doing with your talents - Small, good gospel messages, in a soft way - The value of mom's - changing lives for good - Help and being helped - Teaching people how to use the tools - Charity and charities - projects - helping others - Reusing things - Some fun toys and takeaways - Some of the participants wanted to know... when is the next training? - Some of the participants were interested in setting up their own conference and then having Sharik come and teach - they asked... how many do you need for an event? They were serious. They were going to organize things, set it up, and get people to come. - There were some ladies from Texas that were wanting dates, travel dates, to setup events - Social media channels - They wanted to get the events calendar - up and online - Public videos - they were asking for even more or videos with tags - searchable - Being able to share the videos - 29 new videos on the YouTube channel this week - Please share this information - connections - This is soooo fun! - Reminding yourself - what you have and where you are - Grounding - getting in touch - Format - open Q&A - open forum - Affiliate programs - getting it out there - paid salesman and little army - "I feel like I'm supposed to be doing this." - Sharik - This is very tiring, but worth it - We try our best - Part of the public domain - sharing - Day 2 ended... Lots of good networking and talking going on - teaming up, connecting, swapping info, reviewing the conference, etc. - From my mom - nice to have another technical person there to help out and keep things going. As my own recap - I really enjoyed the conference. Great stuff and I would recommend it to anyone who either wants to see what they are doing or has a need or knows someone who may benefit from a form of proactive therapy that is getting results. Even in hard-to-reach areas of the mind and body. Like Sharik said, calibrated vibration can heal the human nervous system. That's a great summary. My other favorite part was watching the people (teachers and students). I learned a lot and got a bunch out of my notes by reviewing them. Lots of little gems. Good stuff! Thanks Sharik! See the Rezzimax website for more info, videos, and events |
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| Shop 10255 |
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Recording Notes | 6/19/2023 |
Recording notes for the day. Most of the time was spent working on the notes from a breakfast meeting with Sharik Peck and his wife Cheryl Peck. See element of time # 10252 for more details. |
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| Shop 10252 |
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Meeting with friends for breakfast | 6/19/2023 |
Meeting with Sharik Peck and his wife Cheryl Peck. They own and operate Maximum Function Physical Therapy and a company called Rezzimax (managing pain and stress through tuned/calibrated vibration therapy). I've known the Pecks for years and I wanted to get some ideas and info on entrepreneurship, crowdfunding, and basic advice for business. They served up a mighty big helping... We met at the bagel shop in Smithfield and chatted for about an hour and a half. Great meeting. See attached for some scribbled notes. We talked about a number of fun topics. Here are some of my notes: - One of the first things that Cheryl said was - pay your tithing. We talked about tithing and making generous contributions (offerings) to God and church. Pay more than you think you can. You can't out do God's blessings. - Turn your existing customer base into your brand or product ambassadors. They know it, use it, and hopefully love it. Use that momentum. Help to educate them so that they can pass it along. It's totally worth spending time and money on this group. Incentivize them with products, education, and other money or perks. In a way, try to duplicate yourself. Sharik really spent some time talking about this. It seems to be a big key and a great group where you can focus both energy and efforts. - Your product should have a tiered structure with incentives and other benefits. We talked about entry level, basic certifications or cert levels, and ambassadors or torchbearer levels. If they are excited about your product or service, they will tell others. - Promote your success stories - use testimonials, small videos, word of mouth, and natural networking. - Don't try to sell - just share the possible - It's ok if the purchase is delayed a bit - they may circle back around and really want what you have to offer. Let them want it and seek after it. - Financial takes care of itself - help people and help the world. - God and an abundant model - put your trust in God, be willing to do His will. A mindset change and then let God take over. Don't try to limit God. - Knowledge - share, share, share - if you died and didn't share, that would be tragic - knowledge not shared is knowledge not gained (I don't know who said that, but it was a quote from someone). - My job - leave as many people with understanding of what I know before leaving this world - We talked about public speaking and asking to speak at events. Getting the word out - from the source. Not every speaking gig is the right fit. Know when to walk. - From Jeff Young - 2 things about employees. Give it a 3-month trial period. If it is right, you will be happy and will gladly write that check (virtually everyday). - Recipes and allowing those recipes (with their ingredients or pieces) to be modified. Some sort of starting point and/or package. It could always be tweaked, but it is at least a good starting point to build off of. - Sometimes your biggest critics can be your best promoters and biggest fans. - Ideas on doing your own conferences and putting on your own events. For their company, the highest level of cert requires an in-person training event. Getting everybody together in one place is huge. Record it and then use that content. That is worth a ton and there are a number of intangible benefits as well. - Flexibility - physically and mentally - being flexible and allowing for growth. We had a great meeting and I learned a ton. See my notes for a few other things that I didn't write down here. Great way to spend the morning! |
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| Shop 10208 |
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Meeting with my sister - business consulting | 6/9/2023 |
Met with my sister and my mom. Both have small little shops and want to sell things online and use things like Venmo and PayPal to get paid. Super simple ecommerce needs. Another thing that they really needed was someone to help them. They can both text, email, shoot pictures, and do other phone and computer stuff. They don't know how to make business cards, crop graphics, and/or setup merchant processing with store fronts. Anyways, I thought that it was a great meeting and really helped me see the need for helping some of the small independent vendors and mom and pop shops sell their stuff. We could easily handle what they want... it's just a mater of making it easy and simple to do. Futuristically, this may be a great little thing for the adilas marketplace. I would love to see a spot where a user/vendor could add their items, list them, we help them track things, and then we do all of the ecommerce stuff and get them paid out (with a small fee to make it all happen). We could easily do that. |
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| Shop 10244 |
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Brainstorming | 5/31/2023 |
My mind was going nuts all day. Literally a whirlwind. I didn't write down the start and end time on this one. But from about 12 noon until 11 pm ish I was brainstorming, thinking, recording notes, talking to people, phone calls, texts, etc. It was super fun. Once again, these notes don't have any specific order, they were just what I recorded on small little post-it notes. I should have used a bigger notebook... :) - We need a matrix and the ability to monitor every choice and setting. Full data driven and choice driven billing for our clients. This needs to be baked into the beginning design for fracture and where we are heading. - What about possible open-source code and/or having our clients pay for their own accounts? That would take some of the hardware and server pressure off of us. Just a thought. Along with this, we could set it up to use any domain name, any site/server or hosting company. Whatever. Keep it super open, if we want it to be. - As far as hosting and packages, we could have our own options as well. Things like simple home use, shared servers, semi dedicated servers, full dedicated servers, clusters, etc. Make some options and then make them available. - List out your services that you offer and/or have available. - Packages and bundles - tiny, small, medium, large, extra large (xl), double X (xxl) or whatever. Maybe set some limits for the different sizes or limits withing a certain range (keep it kinda flexible). Allow for variable billing. - Stripe seems to have some awesome automated merchant processing features. It may be fun to plug into this. We could also use something like Datacap and then have access to even more merchant processing options. Just thinking along these lines. This could be for our clients as well as for us, as a company. Currently, we are using USAePay for our internal merchant processing stuff. I'd like to expand and really open that avenue up a bit. - You (meaning me) may need to fully jump off. Earlier today I was giving Steve an analogy of jumping off of a moving train. The best place is either on or off, not somewhere in the middle. If I'm going to jump, do it and get clear. You don't want to be too close to that moving train. Once again, just an analogy. - Some of this stuff is for me, but was part of the brainstorming session. Anyways, I'm going to list it anyways. - I know some bankers. I'd like to meet up with them and just pick their brains. Thinking of Mike Hall, Brent Wallis, Kevin Moser. - I could use some of my percentage ownership of adilas as collateral, if I needed to get a loan. - I have a buddy that helped me out, back in the day with my Learn To Freeride (LTF) project. His name is Gene Spaulding. He currently does a lot of stuff with nursing homes, memory care, and retirement homes. Good resource. Maybe even checking with him if he needs a product to help manage all of his beds (rooms for his clients - elderly folks). Regardless, he's an awesome resource. - I know a guy by the name of Jud Eades who is an entrepreneur, a friend, and a total stud. He does all kinds of fun stuff. I could see if he has ideas and/or is interested in helping me build a reoccurring revenue based product. - I know lots of other business people who have ideas and different know how. I would love to tap into their minds. Just being silly, but started thinking about too many people and decided to stop (for now). - Use eye candy to show what we have done - Talk with my wife Heather - I have a full business plan that I did for the LTF project (older personal project dealing with teaching snowboard freestyle tricks and moves - early to mid 2000's). Look at the LTF binder, just to get some ideas. - Recruit help. Think about all kinds of avenues, people, places, things, etc. Be creative! - Include the Lord - Sufficient - That goes a long ways - Apply It! - Whatever you learn, keep applying it. That seems to be one of the secrets. - We (adilas) hired a business consultant a few years back. Get back with him and review of what you learned from Jonathan Johnson and Epic Enterprises Consulting. - Check in with Aspen, my daughter and see if she wants to help. She has a great gift for organizing and such. I could use the help. - Talk with my mom and dad. I would like to ask my father for a father's blessing as well. That would help me out. - Planning things out and then funding that development. - Strategic funding based on needs and plans. - Willing to listen and record notes. I love sharing what I have learned. Writing things down helps my memory. The old saying - The faintest scratch is better than the sharpest mind. - I'm willing to let others play a role and add to or even take away as needed. - Freedom from the adilas grind - that's worth a lot. - I may be able to do more and help more by not being tied down. - Make a list of pros and cons - Include some prayers (lots of them) and some fasting - ask hard questions of God and of yourself - A couple of books came to mind - Who Moved My Cheese, The Go Giver, How To Win Friends And Influence People, Rocket Fuel, etc. Read those books. - Be willing to help and give. I enjoy that. - Follow a dream - There is a level of excitement that I'm feeling. This is kinda fun! - I have a book called "Differentiate or Die" - I'd like to read that. It was given to me years ago and it has been in my office but I haven't gotten around to reading it yet. - Get some training - Work on some funding - Be a cheerleader - Help fix the existing foundation. Make this part of the plan. - Be open... to... whatever... - Bridgerland - It's a local technical college here in my town. There are lots of options there. I know a number of people, they have training resources, and they have even asked for a demo (multiple times) of our products. I'd like to explore some options there including offering to help them build something that they could resell and/or pitch to other technical colleges. Almost a white label type option. - I had a dream the other night about including other businesses in our planning and roll out. Keep exploring those ideas and avenues. - Leverage your percentage of ownership. - Ask... What do you need? How can we help? What do you want? Where is your pain? - Go back and do it again. Trystorming and being willing to circle back again. - Talking with Heather, my wife, and going over what I was making, what I could make, and how to keep a good balance. I'm not going to lie, there are parts of it that are just plain scary. - We may need to get back to doing a family budget. We used to do that a long time ago. It's been pretty smooth sailing and we haven't done that in quite some time. We may need to circle back around. - I'm kinda scared to dip into savings. Super grateful that we have some. - During the day, we talked (Heather and I) about existing expenses, promises, and upcoming expenses dealing with raising a family (vehicles, wisdom teeth, other doctor bills, etc.). We listed a few things out. - From Heather - We don't want to relive LTF! - Understood and I agree. Lots of lessons learned. If someone has time, some time in the future, I'd love to tell them about that project and product. Huge building blocks of my career, part of my life, and part of the journey. It wasn't all bad... :) - Look at the risk/benefit trade offs - From Heather - She'll let me do this - new venture - if we don't take out a personal loan and don't clear out our savings. - We have been super blessed. - We can't see the future. We don't know what is coming. - Keep adding to savings as part of the plan. - Light fun with numbers. We started adilas in 2008 from a project that started in 2001. The first adilas deposit was for $100. As of 5/31/23, adilas has made over $7 million and growing. That's kinda fun. - The current goal is the business plan. That may end up being more than just one document. It may be better to say plans (plural). - Need to call our accountant and check on taxes (for me personally) - We have a number of projects planned for around the house that will still need to be completed this summer (paint back porch, cut down the dead tree, etc.). Heather wants to make sure that I don't get too busy and that I can still help out and do the planned projects around the house. - From my daughter Amber - We were on the back porch talking - Here are some random thoughts that I wrote down from our conversation. From Amber - Do what makes you happy! Question - wouldn't having more be more stressful (meaning another whole adilas product)? I told Amber that I was trying to work myself out of a job. She had a few questions about that. Foreign concept to her. We talked about - if you are enjoying the job, it's not work. Good fun! - More notes from Amber - You could always find another job. For example, snowboarding or whatever. Something that you enjoy! Maybe something part time or something like that. You could teach an art class, spend more time with your hobbies, actually get a job where you have a window (you work in a cave), get out and get outside, something. She was having fun giving me advice. - AI (artificial intelligence) - this may replace certain jobs. Creativity and interpersonal skills - you can't replace that (currently). - I like helping people - do something along those lines. - Aber was being super kind - She said - You should draw stuff. I love the t-shirts, cards, your life jacket (kayaking PFD), and other things that you have drawn. Go have fun! You could totally use your drawing talents. - Next I talked to Aspen for a bit - she was very logical and had some great questions. For example: I wrote down - Do you feel comfortable dropping all of your responsibility on other people? Who is going to do what you were doing? What about family timing (meaning with our family and who is doing what - in general)? What about retirement? Who is going to help with marketing? Etc. Very logical questions. It was great. - I told her that I was playing a small game, similar to the old fable called "stone soup". Bring what you've got, throw it in the pot, we are making stone soup. She thought that "a community effort" was a better way to say it than calling it stone soup. She is probably right. - A few more questions and comments from Aspen - If you have a passion about something, we'll trust you. Prove yourself! Different question, how will this look for taxes? - Both grandmas and grandpas (Heather and I's parents) are a great resource. I'd like to let them know what we are doing. - Talking to my son Tanner about what was going on - He said, it sounds like Legos (little building blocks). - This is totally random, but also came from Tanner - We were talking about trying to skip things that we didn't like or couldn't do. Just being silly. All of the sudden, Tanner tells this story about one of his friends. His friend is in a wheelchair and has some disabilities. Tanner was really sore from doing something and said, I think that I'll skip leg day today (dealing with weight lifting and going to the gym). His little friend chimed in and said, I skip leg day everyday. Tanner and his friend had a good laugh at that. Anyways, it was super funny and broke the tension around the dinner table. Good stuff! - Talk with Steve about some ideas - Aspen recommended that I talk with Kelly (adilas power user) - Called and spoke with my mom and dad over the phone. I then went over to their house and spent an hour with them talking about things. Great little visit. They recommended that I do some fasting and praying. My dad will be willing to give me a father's blessing this coming Sunday. Pay your tithing, server the Lord, and pray for help. - My dad gave me a scripture to look up: 1 Nephi 4:6 - Led by the spirit, not knowing beforehand the things which I should do. - I told my mom and dad about a dream that I had on Monday night about including other business owners in this software re-write and that is exactly what my parents recommended for me to do. I thought that was very interesting and awesome! |
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| Shop 5209 |
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Consulting | 11/13/2019 |
Went into Smithfield to work with my mom and dad on a business called Moore Repurposing. They basically get donations and then take the items and try to sell them and/or repurpose them. They are going to be using adilas as their backend tracking solution. We spent some time talking about what is needed, how things will work, and some other overarching goals. We then sat down at the table and started writing out a virtual checklist to help them know what to and how each thing tied in to the bigger puzzle. Super fun couple of hours. We made a to do list and then started working through some of the pieces. Lots of our work was done with paper and pencil/pen to start with and then we moved to the computer once we had a plan. Good stuff. |
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| Shop 4527 |
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Adilas Time | 4/24/2019 |
Nobody was on the morning meeting today, so I spent some time going over some older notes and goals. Super fun and I could get lost out in that realm for quite some time. Here were a few of the places that I spent some time today. I re-read and lightly edited notes from Steve and I's brainstorming and business plan meeting last night - https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=4574 Research from the developer's notebook on core concepts - https://data0.adilas.biz/top_secret/developers_notebook_home.cfm?q=core%20concepts - I then did a local web browser search for the words "core concepts" and read the entries accordingly. Spent quite a bit of time here. I would love to re-pick-up on this brainstorming doc - clear back from 2014 (part of an adilas training class with Shannon, Cheryl, Dave Forbis, and my self) - tons of cool ideas and concepts. https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=371&id=3681 Other core concepts that we have learned over the years - https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=371&id=1190 This may sound old... but there was a ton of work done on fleshing out the adilas core concepts in 2013. If you want, you could go to the developer's notebook and do a search for core concepts and filter the date range to 1/1/13 to 12/31/13 and get some great ideas. I ran out of time, I would have loved to have done more. |
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| Shop 451 |
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Adilas Party | 1/14/2016 |
Come to the adilas party - here at the shop. We'll have some pizzas to share. Bring something to share and we'll go from there. Kids are welcome as well. Notes: We had a great turn out. Dave Forbis did most of the planning for the event. We had Dave and his niece, Will and his wife, Garrett and his wife, Derrick, Alan and his wife and family, Bryan and his wife and family, Calvin and his wife, Shawn and his wife, Daniel and his wife, Chris Johnnie and his wife and kids, my family, my mom and dad, and Shannon stopped by for a bit. We had pizza and potluck goodness! Some of the guys played games (farkle), some watched a movie (national treasure), and some just chatted. Fun event! |
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| Shop 3836 |
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Virtual Post-It Note | 11/4/2015 |
5:00-5:45
8:30-9:15
10:30-5:30
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| AU 3601 |
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Daily Ideas | 2/5/2015 |
Back on 1/20/15 we were brainstorming on a project called round 2 of elements of time. See entries from that date for details. Anyway, when I was driving home, I started thinking about how we needed elements of time to advance the ball for our balance sheet and financial records. When I got home, I scribbled some small ideas on a post-it note and stuck it on my scanner. I’ve been meaning to record those pieces but have been slammed. Here they are: - Use elements of time behind the scenes to record daily records per categories. No other math other than the daily sums is needed. We will then pull reports based on those daily sums. Watchers and feeders. - The different categories will be updated and maintained as they happen in real time. This includes normal actions such as adds, edits, deletes, voids, etc. This is possible as most pieces are manipulated on a one by one basis. - There are tons of entries in the adilas university site on watchers. Search for the key word watchers. Some of the entries go back to 2008, 2009, and 2010. Things started getting hot in 2010. Lots of planning and mapping sessions were being done. That whole process was the prep and foundation for elements of time – round 1. We just ran out of time to get it all done. See specifically the entries for the month of October 2010. Interactive map, watchers, feeders, roll call, mappings, etc. - On the daily records per categories (watchers and feeders), these would be accounting level subs of time. They could be done daily per location as needed. The subs would only be added as something happens. Keep it small and tight. Simple sums would be sufficient. Relate the subs back to pieces of the financials. Use the P&L (profit and loss or income statement) and the balance sheet as the categories to keep track of. For example: part categories, revenue, cost of goods sold, expense types, deposit types, balance sheet pieces, taxes, receivables, payables, etc. - The goal is daily sums per location per category. The word category is kind of broad but record key pieces per day. These feeders could then be used to support and/or feed other reports including the P&L (profit and loss) and balance sheet. - I really need to get these records (my notebook) out to the public. There is a lot of good stuff here that could benefit the whole human race. The ideas, knowledge, and planning are free. Making it happen… that takes resources. See notes back on 1/24/15 about new custom black boxes for custom code. Today while doing a whiteboard session, we may end up adding other options for custom headers and custom footers. These would be more global type pieces but available if needed. The word global means more system wide vs. per page like most of the other custom code. Standard page inside of adilas – black box custom code options: - Top – full takeover or custom logic - CSS – Global or system wide - Top custom header – Global or system wide - Top mini – under the header - Main body black box - Bottom mini – above the footer - Bottom custom footer – global or system wide Be able to switch out any piece of a page as if it was a Lego building system. The page name would remain the same but the display and logic could be customized with no problems. -To take the black box concept even further… What if each page had options to use a point and click interface to show/hide criteria, custom naming conventions, change display order, and even add or subtract links, navigation, buttons, graphics, and even database fields. The extra database fields might need to be tied to the future project called real in-line extensions. See notes from 10/2/14 through 10/9/14. -I wanted to record a miracle… We’ve been working with new interns for over a month now. They are growing and developing some great skills. We are really excited about that. The scary side to that is how much it costs to get them to a level where they can play the game. Anyway, I was telling my dad and he asked me if I could get a loan or something to help bump these guys over the hump into a producing level. I told him that I didn’t think so… He immediately said – “Let me talk to mom and see if we could get you something.” You have to realize that my parents aren’t rich or well to do. They scrape and pinch like most of us. Anyway, I end up heading home, ran some errands, and finally get home. Later I get a call from my dad and he says – “Come by tomorrow and mom will give you some money.” They are planning on loaning me $5,000 to help bump the interns into a producing level. That will really help and is literally a miracle. I feel very blessed. I told my mom and dad… “I want to be just like you when I grew up.” I love how quick they give, serve, help, and jump in. They are and have been a huge blessing in my life. I’m very grateful! |
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| AU 3706 |
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Planning - Behavior Tracking School Project | 8/30/2014 |
Behavior Tracking for school project: - Tracking behavior for students - We need both a one by one basis and a bulk or group basis - Maybe use session vars to hold groups - Maybe limit the custom buttons to a specific page URL. Do this for both core data points and Behavioral Tracking. Use a URL filter on each page. - Stay in a cycle - Really easy! - Limit time events to custom date range. On links & drill/downs - Set the time template as a setting - Use the elements of time title as the task - On the sub dates and times – record both the score and the behavior on the sub title field - Maybe use java script to help select values (buttons, images, and radio groups) - Show the latest results at the top of the page for behavior tracking Form & Layout Planning: - Name: - Date: - Behavior: - Score: - Selected Score: Form Planning: - Name: - Date: - Task: o Task list from main elements of time or be able to create a new one o Make room for the task section o Or create a new one by tying below - Behavior: o Attending o Following commands o Following routines o Transitions o Other - Score: o Positive o Negative o Other - Notes: - Submit: Notes Continued: - On paperwork… create one that has buttons or links to all data points, calendar, terms, logs, & follow-ups. This is a mini feeder report to help them get at the data really quickly. - Ask other people – my sister-in-law, my mom, the teacher, my wife, etc. Got ideas and stick to what they currently use. - Be able to get to the underlying data as quick as possible. - Maybe record the time template as part of the settings or tie it to the custom document assignment. Whichever is easier. - Allow the user (teacher) to add to the last main element of time or user a new element of time. Limited Student List: - First – Last o Log notes o Follow-up o Data points o Behavior details - Letter type: o Starting letter type of 5 o Customer name filter o Customer name - Pull the limited customer list - Pull in the custom settings date range and template id - Loop over the customers & pass the dynamics to pre-build pages |
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| Adi 866 |
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Intellectual Property Workshop | 8/21/2014 |
Brandon Moore, Wayne Moore, Cheryl Moore, Shannon Moore, and Dave Forbis attended a workshop on intellectual property in Logan, UT. The workshop was put on by the Small Business Development Center, Cooperative Extension of USU. The presenters were a law firm that dealt with patents, trademarks, copyrights, etc. See attached for my notes. What I got out of the workshop was basic information, timelines, ball park figures, and what is required. My favorite part of the workshop was dealing with how patents, trademarks, and copyrights can be denied and/or rejected. This might sound random, but I think that our goal is not to secure a patent on every little feature. Our goal is to defend patents being put on to core concepts. We need the model to be open and free. If not, it will swing power potentially in the wrong direction. So, in a nutshell, by us talking about things, publishing things, teaching, instructing, and building with openness in mind, we are helping to keep the patents out of the core of the ideas and concepts. Let people patent smaller pieces of the puzzle, that is no problem. However, we need to protect and educate people on the core of what we are doing. I have said this in private before, but I would bet that the core concepts that adilas.biz is built on are 100 times more valuable than the code that we have written over the years. There could be thousands of possible code angles on these same concepts. That is well and fine and a known fact. The important piece is protecting the core concepts and principles of what we are doing. We kinda fell into this... this wasn't our original goal. However, I do feel that we have some super important things that we are developing such as:
Anyways, those are some of the pieces that I see that we are doing and developing that could potentially be patented and/or copyrighted. They are listed here to start the process. |
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| AU 2774 |
|
Intellectual Property Workshop | 8/21/2014 |
Brandon Moore, Wayne Moore, Cheryl Moore, Shannon Moore, and Dave Forbis attended a workshop on intellectual property in Logan, UT. The workshop was put on by the Small Business Development Center, Cooperative Extension of USU. The presenters were a law firm that dealt with patents, trademarks, copyrights, etc. See attached for my notes. What I got out of the workshop was basic information, timelines, ball park figures, and what is required. My favorite part of the workshop was dealing with how patents, trademarks, and copyrights can be denied and/or rejected. This might sound random, but I think that our goal is not to secure a patent on every little feature. Our goal is to defend patents being put on to core concepts. We need the model to be open and free. If not, it will swing power potentially in the wrong direction. So, in a nutshell, by us talking about things, publishing things, teaching, instructing, and building with openness in mind, we are helping to keep the patents out of the core ideas and concepts. Let people patent smaller pieces of the puzzle, that is no problem. However, we need to protect and educate people on the core of what we are doing. I have said this in private before, but I would bet that the core concepts that adilas.biz is built on are 100 times more valuable than the code that we have written over the years. There could be thousands of possible code angles on these same concepts. That is well and fine and a known fact. The important piece is protecting the core concepts and principles of what we are doing. We kinda fell into this... this wasn't our original goal. However, I do feel that we have some super important things that we are developing such as:
Anyway, those are some of the pieces that I see that we are doing and developing that could potentially be patented and/or copyrighted. They are listed here to start the process. |
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| AU 2322 |
|
Daily Tasks | 5/30/2014 |
• Took off the info for the May training courses from the main login page. • Small update for a spelling error on the expense/receipts. • Added a customer log link to the apply payment action page. • Posting new files online. Recording expense/receipts. • On the phone with my sister and my mom. Going over the summer training schedule for the summer. • On the phone with Steve going over options and updates. Lots of fun things in the wings. • Tech support and recording bills. • Emails, phone calls, and a new custom label for a client. The custom label was setup underneath the custom document management system. The label and mappings will show up under the main view cart page. • Recording notes from the last couple of days of training. Transferring notes from post-it’s to my notebook. • Recording expense/receipts and answering emails. |
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| AU 2319 |
|
Daily Tasks | 5/27/2014 |
• Went in to day one of the adilas training session. Great class and the students were awesome! We had my sister, my mom, and another faithful attendee in Cache Valley for the adilas trainings. All of these guys have been to multiple training sessions. The entire class was on an intermediate level. One of our reps from North Carolina joined us online at different times. We talked demos, vision for the future, and different scenarios. We talked about photo galleries for all of the players, media/content and files, systems, API sockets/connections, etc. We also talked about adilas world, 3rd party connections and services, sub inventory and cost controls. We talked a lot about packaging and how that will play into the features that are needed. 30 miles. • Ordering a new SSL (secure socket layer) for the adilas content server. |
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| AU 2086 |
|
Daily Tasks | 4/1/2014 |
• Added the April training sessions and training seminars to the main adilas website. • Recording notes. • On the phone with Steve talking about different options. We talked about funding, interns, projects, and sales. We are going through a critical point and things are going to be tight. Lots of potential and things lined up in the wings. We need to get more sales or have our clients and future clients help us fund these projects. There is definitely a squeeze right now but we can see the light at the end of the tunnel. • Talking with a developer and going over the new game plan. We talked about pay rates, hours, custom projects, future raises, etc. Our goal is to help supplement his hours with paying customer projects. • On the phone with my mom going over recipes and builds. We also touched on PO’s and invoices and how they play in. She is doing great. • Talking with a developer about new changes to the adilas game plan. Similar talk with this developer as I had with the other about hours, raises, and doing customer funded projects. • Talking with my wife about new changes and plans. • Working on Lynda.com training stuff. Watching videos and looking at stuff my dad has made to help with video highlights for some customer commercials (Highland Vineyard & The Mixing Bowl). |
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| AU 2069 |
|
Daily Tasks | 3/27/2014 |
• Doing logos for different companies. Ended up working on the adilas API calls. Checking off on code changes made by a developer. • Went in to Bridgerland for day three of the March adilas training seminar. We had a great session and all of us learned tons and tons. I got rebuked for apologizing for things that are not done. I’ll try to focus on what is done instead. We covered topics of histories, reports, searching, exporting, business intelligence (BI), web presence, eCommerce, big data, and virtual data portal stuff. One of my favorites was the business intelligence sections. We did quite a bit of class based brainstorming and got some great notes and ideas. Once again, both a friend (class participant) and my mom were the star students. Great session. We also had a wonderful lunch whiteboard session. See elements of time #2007 inside of adilas university site for pictures of the lunch brainstorming session. 30 miles. |
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| AU 2068 |
|
Daily Tasks | 3/26/2014 |
• Working on stock/unit corp-wide settings. Posted a number of files online. • Went in to Bridgerland for day two of the March adilas training. We had a great session and covered lots of potential. We started with timecards and payroll and then elements of time. We then moved on to data relationships (both natural and special), and then expanded those relationships with cause and effect backend accounting functions. We also had a great lunch topic about project management and tracking learning modules. A class participant had some great questions and input. It is fun to see people start connecting the dots and getting it. We used tons and tons of drawings today to connect things together. It was almost like sewing and stitching, adding one piece at a time. My mom was the other star student along with this other class participant. We sold a lot of potential today. This is one of our biggest offerings. 30 miles. • Emails and tech support. I’ve got a lot of new logos that need to be put up and online. Good stuff. |
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| AU 2081 |
|
Daily Ideas | 3/26/2014 |
-A couple features for sales and inventory tracking that were not on the original list are: sell anything – out of the box, searchable, and all pieces are editable. -On the content server stuff. Saw an error on connecting to a remote https on the content server. -This is a drawing that my mom did on the board during lunch on day two of the March adilas training seminar. (Two sketches – please see scan in photo gallery. 1 – This is a normal company using different software packages to run their business. 2 – This is what we do when using adilas!) |
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| AU 3681 |
|
Brainstorming - Adilas Business Functions/Features | 3/20/2014 |
This is a brainstorming document that was done from 3/20/14 to 3/27/14. It covers all 12 of the major business functions that adilas provides. The goal here is to focus more on the “sizzle” vs. the steak. The brainstorming was done by Brandon, Shannon, Dave, Cheryl, & others. Goal/Objective: Show & tell all 12 Business Functions/Features – here is what this can do. Brief definition – this is what this is. - What functionality – per business features – what, what, what – show me WHAT it can do. WHAT features does it have…. - From start to finish – follow this path all the way through – start to finish & review it 1. Sales, Inventory Tracking, & POS (Point of Sale): - Serialized inventory - Consignment inventory - Hide/show line items (hidden line items) - Advanced add to cart items - Barcoding - Package tracking - RFID Tracking - Custom labels - Paperwork – custom - Content Management - Photos/Images - Shopping carts - Duplicating - Vendor specific items - Generic items - Service items - Tiered pricing structure - Interface options - Dynamic cart interface - Quote – save as - Discounts - Contract pricing – using flex grid - Adjustable invoice styles - My Cart Favorites – Buttons - Recipe/Builds - Adjustable tax settings - Multiple customers per invoice/quote - Mixed tickets - eCommerce – Point of Sale options - Merchant Processing – credit cards - Customer queue - Item usages - Flex Grid - Transfers between locations - Update inventory count options – shrinkage/loss - Returns/refunds/exchanges - Tie directly to customer PO’s – dynamic fields - Custom search options - Sell anything! - Editable after the fact - Record notes – printable & non-printing - Searchable notes – searchable data 2. CRM (Customer Relationship Management) - Unlimited logs - Unlimited follow-ups - Calendar - Appointments - Bill for time - Track special data – customize your database - Additional contacts - Custom data fields - Paperwork - Photos/scans/images - Content Management - Export to Excel - Email/text message - Tie to specific sales associates - Current receivables – past history - Backend eCommerce login - Pay portals - Statements - Apply payments - Purchase history / statistics - Link to any other application piece - Custom search options - Trending & marketing 3. CMS (Content Management System) - Photos, scans, images - Reference any file – local, remote, physical upload - Unlimited & searchable reference library - Documentation - Custom documents - Paperwork - Contracts - Custom mappings - Direct to eCommerce - Your data, your system, your world, your way! - ??? – Something more… - Custom search options - Virtual World Building - Look & feel - What do you want? We’ll serve it up! - Mix & blend - Point & click interface 4. Online Expense Tracking - Reimbursements - Expense accounts - Payments on account - Payables - Access from anywhere - Enter data from anywhere - Print checks from anywhere - Bank reconciliation - Automatically cascades to P&L - Check requests - Check printing - Multiple payments - Documentation - Split between location - Aging, due dates - Dynamic reporting - Exporting to Excel - Bulk verify - Unlimited banks - Payroll - Custom search options - Photos, scans - Digital filing - Paperless office - Automated…. ??? - ACH & EFT’s – wiring money 5. Payroll & Timecards - Digital time clock – clock in/out - Admin time cards - Admin time clocks - Commissions - Salary - Overtime - Split deals - Hourly - Year to date summaries - Unlimited departments - Auto calculate federal & state withholdings - Summary reports - View/print my pay stubs - Bulk timecard options - Check writing - 1099’s - W-2’s - Automatic annual updates - Custom search options - HR management - Needed piece for every business – employees are used in other pieces of the puzzle – common denominator – wrap that up and present that well – potentially, on our side, take a day and create a few custom interfaces (that you could even flip to a mobile app) and just have this as an entrance (or get your foot in the door piece) - Compensation - Holiday pay/hours - Vacation pay/hours - Sick pay 6. Calendar & Scheduling - ANYTHING - How do you use time? - Appointments - Calendaring - Scheduling - Reservations - To-do lists - Projects – track subs and totals for projects - Servicing - Project management - Pools - Rentals - Dispatching - Bill for time - Reminders - Follow-ups - Notices - Dynamic naming - Create & name your own time templates - Scans, photos, images - Content uploads - 4 different report types/view: calendar, time slot, groups, & details - Advance searching - Add subs - Tie to customer, vendors, locations - Queue things to be invoiced - Project status – what needs to be done or what status is it at - Color code - Unlimited notes, entries, sub dates & times - Block out time spans - Packaging - GPS tracking - RFID tag tracking - Customer checkpoints - Document processes over time, with time - Customer facing calendar - Registration - Adding time to invoices & quotes - The underlying concept – ALL things run over time 7. Create Data Relationships Between System Players - Natural relationships - System maintained relationships - User maintained relationships - Special relationships – connections - Flex Grid Tie Ins - Custom fields - Customizable databases - Unlimited notes - Unlimited connections - Customizable reports - Relationship builder - Virtual buddy system - Process & flow relationships - Roll call – anytime o Who o What o When o Where o How many o How much o Who else – other connections o Why - Systems thinking - Cause & effects - Telling the story - Records all processes - Histories – system recorded histories – when/who did this? - User recorded histories - Linking within system groups - Core concepts - Accountability - World Building – creating realistic & logical relationships - Objects – objects & data over time - Multiple access points – multiple entry points - Visual organization & structure in data relationships 8. Backend Office & Accounting Functions - Automated Balance Sheet - Automated Profit & Loss Statement - User maintained Balance Sheet flexibility - Automates 75%+ of your financials - Live feedback - Live financial report for any data – even historical - Searchable - Editable - Build in audit trail - Tells the story - Tax reports - Automated cause & effects - Banks - Inventories - Receivables - Payables - Floorplan - Checkbooks - Check-writing - Payroll - Commissions - Withholdings – taxes - Shrinkage, loss - Documentation - Photos, scans - Content - Forms – standard forms - 1099’s, W-2’s - Operation led & accounting automated – horse before the cart - Simulate traditional accounting using modern technology - Business mapping data over time & data relationships - Entries are objects & portions of information progress/flow forward - HR management 9. Histories & Reports - ALL Data Is Live And Searchable (& retrievable) - Data in – data out - Usages - Histories o Financial o Effectual o Historical - System history for every action - Quick search - Advanced searches - Exports to Excel - Save as pdf - Print reports - Dynamic filtering & searching - Wild card searches - Drill-down to multiple layers of data - Any data in – is retrievable! - Build your own reports - Date sensitive reports - Pre-set criteria - Custom reports - Search & retrieve ALL data! - Know the data source – where is that information stored - Just in time reporting – live, flexible reports - Retrieve information for marketing, HR, sales, inventories, financials, trending, usages 10. BI (Business Intelligence) - Def: The pulse – what is happening in your business, who/what is involved, how does this play, they want to know the story – all of this is done with data, using data to tell the story, analytics, what does this mean, interpreting, marketing, trending, etc. - Provide the History & Reports *** - Usage - Interfaces – dashboard level - Return & report - Track usage, data, interactions, history, etc.: o Customers o Invoices o Stock/Units o Items/Parts, Inventory o Deposits o Expense/Receipts o PO’s o Vendors o Employees/Users o Quotes o Elements of Time o Balance Sheet Items - Relational data interactions - Dynamic data levels – unlimited – one to many to many relationships - Thank you adilas for making our lives easier! - Spend time analyzing & tracking data instead of building - Cutting edge – fastest browsers, new technology - Graphs, charts, visual representation for data - Data projections - Anytime roll call – return & report - Cascading, flexible, dynamic - Just in time – reports, history, recall, financials – what do I want to look at right now - Cloud based – centralized data – access anytime, anywhere - World Building: o Universe level o Galaxies o Clusters o Solar System o World o Location o Groups o Individuals o Data o Run All Levels Over Time - B2B or business to business interactions - Technology advances – memory, storage, processing power - Playing to where things are going - Future vision – anticipating, trending - The tools to reach future vision - Adaptability - Make appropriate changes according to your data - The data & reports to make your business decisions – research, marketing, trends, etc. - Affordable - Enterprise toolset for small to medium businesses - Cutting edge system for the right price - Grows with your company – reflects your - Time efficiency *** - Quick access & accountability for business functions - Business stimulating ideas - Project management – managing business - Entrepreneurial idea type system vs. more rigid/fixed systems - Multi-accessible, editable, adaptable flow vs. linear, rigid flow - A living tool 11. Web Presence & eCommerce - Online elements of time & calendaring options – scheduling, appointments, rentals, reservations, class seats, projects, timelines, check-off processes, etc., etc. (not exposed yet) - Online quotes/orders - eCommerce – cart to payment to shipping functionality - Continual updates & releases - Adjustable settings & eCommerce options - PayPal - Multiple Merchant Gateways – Authorize.net, Maxx Merchants, Merchant One, USAePay, First Data - Shipping API’s - Merchant Gateway API’s - Marketing/messaging API’s - Promotion codes - Special web pricing - Marketing – sales - Futuristically… smart menu – that helps track & calculate time according to the tasks you choose - Downloadable products – E-products - Customer login options - View user history, view your quotes, your invoices, your accounts - Online bill pay - Assign monthly rates for varying levels of customer use - Specify features for different customer types - What do you want your site to do? Dream it up! We’ll wire it up! - Full integration with your adilas system - Real time inventory counts & tracking - Free canned version with adilas subscription – custom upgrade to whatever level you want to play - Photo management - Descriptions - Categorization - Settings - Customizable look & feel - Connect the adilas engine to your already functioning website - Educate your users – CMS - Custom contract, disclaimers, agreements, paperwork - Link to external sources, upload additional content - Videos - Connect with social media – Facebook, twitter, LinkedIn, Pinterest, etc. - The entire adilas engine - Interconnected - Free - Ready to go - eCommerce ready to go POS system - affordable eCommerce packages - Show/hide things on the web instantly from within your adilas: locations, items, stock/units, contact information, etc. - Permissioned & protected inside adilas – then eCommerce – separate but fully integrated customer facing side - SEO automatically functioning: photo management, descriptions, your content (maximize for your company’s name) – to incredible levels - Contact us links - Future: mix & blend eBay & adilas & other big markets - Phone, call-in, mail order, - for web presence - Emailing invoices - Direct logins - Customer pay portals - Touch screen eCommerce – drag & drop - Multi functionality - Recipe/building 12. Virtual Data Portal (Big Data) - Archive data - The entire adilas package - Data sphere – data world - ANY data, ALL data - All file types - POS, eCommerce, scheduling, expense tracking, all of the 12 business functions here in one nifty little package - All Data Is Live And Searchable - Manageable data - Affordable data system - User friendly system - E-Business buffet – what do you want??? - Your business, your way! - World Building Concepts: - Cache, secure & retrieve data - Cross-company data sharing: vendor to supplier, or vice versa, to retailer, to … - Fun - Understand relationships – cause & effect - Systems thinking – systems working - Collect data as it’s happening – filter as needed, retrieve as desired - Searches data, crunches data - Data in bulk - Customer reports, returns - Unlimited data – mess volumes - Dream it up! - Work with the whole or filter down to smaller sections - Start to finish on processes - Plan it out – accomplish it in the system - Centralize the data - Follow the entire process through the data - View the entire history - Tell the story - Visualize it your way – graphs, tables, charts, rows & columns - Educate on big data – make it less intimidating - Making big data consumable - Normal operations create the big data – the sum of your normal operations create the whole – your big data - Creates all the connections & links from normal flow - Making informed decisions – make the best decision by having the best data - Making choices based on actual data - The whole, complete, inter-connected package - Build your world, create your interactions, populate your world, create your own processes, view any piece at any time - ADILAS – ALL Data Is Live And Searchable - It comes line upon line, piece by piece – normal operations –big data - The adilas formula is: Results = Mix(Functions, Players, & Concepts) - Tech, tools, & maintenance - Needs – trouble motivates action |
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| AU 2051 |
|
Daily Tasks | 3/13/2014 |
• Went in to Bridgerland to work with an intern on the media/content project. We worked all morning on the advanced media/content search page and the advanced results page. Adding a “refine your search” option to the page. Another intern came over and brought lunch for the other intern and myself. After lunch, the other intern and I did a whiteboard session on the flow for the adilas API (application programming interface) calls. The whiteboard really helps to visually display the pieces. Another huge help is to have each person with a marker. If the other person can translate the subject into his/her own language, it really helps the subject to stick. • An intern and I ended up on the physical upload section for the media content section. 30 miles. • Went over to the West Campus to do the weekly adilas demo. This is the second weekly demo. We started out with just my sister and myself and an adilas rep online. She had some inventory questions so we started there. We went over PO’s, parts, items, barcodes, and how to track things using the RFID tags and manual packaging options. My mom and my aunt came by and they helped lead the rest of the demo. She had some data tracking questions and we tried to listen and then do some consulting/showing her how to accomplish her goals using adilas. It really helps to have someone with real questions. If we can help them out, it makes our product that much more valuable. We talked about using a mix of tools to get the job done. For my aunt’s job, we ended up going over customers, flex grid, and small elements of time. Great demo and training session. After the session, my sister and I chatted about the future, current development, and goals for where things are headed. I am very grateful for wonderful help from tons of different people. It makes a huge difference. A few of the current helpers are my wife, my sister, my mom and dad, Steve, David, Shari, Craig, the developers, my brothers, and many others. I am also very grateful for tons of help from above. My Heavenly Father hears and answers prayers – time and time again! Very grateful! |
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| AU 2015 |
|
Daily Tasks | 2/13/2014 |
• Phone calls, tech support, and emails. • Went in to Bridgerland to work with an intern on the media and content project. I worked on a mini object builder page to help an intern with the API and web services. Got some customer uploads prepped for the interns. We watched my sister’s first weekly training session on settings and permissions. She went for an hour and really did a great job. I was very impressed. She had done quite a bit of prep in reading, making an outline, a work sheet, and then presenting it. Great job! After lunch, an intern and I had a great session on what a code review or sign-off session was. My favorite part of our session was having both of us up at the whiteboard drawing out processes. We then went into code and did some testing. It was a great session. See other notes for some details. 30 miles. • Went out to my brother’s house to get some video clips. We also talked about options for employment. My brother owes me some back pay hours. He is going to start working some of those off by taking flyers around and participating in training sessions. We also came up with a deal to set a rough budget per training session as far as cost to do video editing. • Went back in to Smithfield to get my brother a check and some flyers. I then went to my parent’s house to take my sister some video clips and pick up a power cord for my laptop. I ended up chatting with my mom and dad about adilas for quite a while. Part of what they like about adilas is that we are helping people get skills and giving chances for individual growth. If truth be told, I really get a kick out of helping people. That is fun! 20 miles. • On the phone with my sister going over her classes that she did today. Good stuff and great start. We also talked about some upcoming projects, options, and vision of where we are going. It sure is fun to dream. We talked quite a bit about some of the future and potential of the elements of time section and how we, adilas, will use that for training, recording, and making assets become available. |
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| AU 1935 |
|
Daily Tasks | 1/11/2014 |
• Paying bills and getting organized. Recording expenses and doing emails. Light tech support. • New logos for my mom. Got the graphic for my mom’s corporation from my brother. It is called “That Herb Shop”. New logo for two more companies. • Three other new logos for clients. |
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| AU 1932 |
|
Daily Tasks | 1/8/2014 |
• On the phone with my older sister talking about adilas and options for training. I then called my mom to see if she would be interested in helping with training and consulting. • An intern came over. He is working on projects and I was doing emails. We chatted about having a company that uses adilas and is a real life training ground for people who want to use adilas. We staff it with adilas power users and then help train new and upcoming clients and reps. It could be a fun idea. • Went in to town to meet with a contact. I took the interns with me to the demo. We chatted, had a bit to eat, and then did a couple hour demo. He had some great questions and we showed him a number of cool things like digital timecards, invoices, quotes, parts, eCommerce, and light elements of time tied to customers. Great visit. He had the biggest interest in the inventory tracking and eCommerce pieces. 30 miles. • Went in to BATC to talk to the Custom Fit manager about using Bridgerland for some training with the adilas interns. Also talked with the PR representative about getting her a copy of the adilas and BATC interview back in September of 2013. • Returned a phone call to a rep in Colorado. She had a random duplicate user assignment between users and departments. It was causing problems. I had to go in and void out one of the records to make it go back to normal. I spent some time and added a special check to make sure that the system automatically checks for duplicate user to department assignments and cleans things up where needed. • Posted new auto clean-up files online. Tested and then recorded notes from the day. • Working on 2014 Federal Payroll taxes and withholdings. |
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| AU 1829 |
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Daily Tasks | 10/26/2013 |
• More emails and removing the October training flyers. • Brainstorming session with my dad, my mom, and my sister as we were driving home from the Denver adilas training. We talked needs, ideas, outside help, sharing vs. protection or sharing as a form of protection, flash, graphics, and education and training. We had a good time and it was a great brainstorming session. We are going to build on what we have and use the tools that are already in place. Very positive. Total mileage was 1,460 miles. |
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| AU 1818 |
|
Daily Tasks | 10/14/2013 |
• Burning a back-up DVD of files and recording hours. • Recording hours and sending emails out about this week’s ColdFusion training course. Sent messages to the interns, other contacts and Steve. Trying to slowly create an internal adilas team of sorts. Once we create a team, we should be able to start harvesting many of the profitable byproducts that adilas create naturally. • On the phone with Steve going over budgets, interns, projects, and forecasting. Good stuff! • After getting off the phone with Steve, I started working on an adilas pricing matrix. This deals with the number of users/employees per location, number of invoices, stock/units, eCommerce, payroll, and other services that are needed. Basically, it is a simple one page worksheet that helps get the ball rolling. It’s not perfect yet, but a good start. • Went in to town to start day one of five for some adilas intern training. Our goal was to go start to finish on what we were calling the adilas YouTube video project. The goal was to create some new tools to help categorize and catalog the hundreds of YouTube training videos that we have. As the day went on, the subject kept expanding from just YouTube to general training to categories files, media, content, etc. Interesting progression. We wrote down our goals, talked, brainstormed, and did some planning. One intern did a great job and helped with the planning session. By the end of the day, we had a rough sketch of the database and tables we wanted to use. Great session. 30 miles. • Cleaning up, rendering videos, and emails. • Met up with some contacts that my mom and dad had set up. He is a small business consultant and entrepreneur and his wife works at Bridgerland, great meeting. We swapped stories and background and then talked adilas concepts for quite a while. They both had good questions and I even ended up writing and drawing out analogies on the white board. Great conversation and meeting. They would like a demo in a couple of weeks. • Emails and making a few tweaks to the adilas pricing matrix. |
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| AU 2145 |
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Adilas 3 Day Training Notes - Logan | 8/29/2013 |
Day 3 - August 29 -Today we are mainly trying to focus on the back-end accounting functions -Money coming out of your bank - expenses - from various things like A/P, inventory, users, vendors, rei's, splits(A/P), etc. Which then shows up on your P&L and then also affects your balance sheet. -Money coming into your bank - deposits - from invoices, A/R, -Ideally - it is great to categorize your stuff before you get into adilas - set up your cans first thing, then it can really help to track things - like right here with expenses - what are our expense category and then if you have that all set up, you can stuff thing in the correct category -A lot of things are tracking automatically to the P&L and the B.S. but if you want it tracked out at a finer level you could set up more categories or something but again remember the Law of Deference - deferring to someone with more information for example deferring to the PO vs. the expense one line description. System maintained vs. user maintained balance sheet items - system tracks it or you need to add it. (User maintained B.S. item - like the company truck, a loan, things that adilas doesn't know what they are going to do. Other things they already map/track - system maintained) *Line it out in word or on paper - once you set it up and have a flow and goals it is amazing how much easier and focused it makes things -System maintained example - once a PO comes in with inventory your B.S. automatically increases with assets - it flows there, but also the A/P flows in there to your balance sheet so they are automatically flowing through. ----Financial flow calculator and worksheet - just an educational/instructive tool - does not save in the database, just a tool -The Income Statement (P&L) feeds the balance sheet with net profit - that is fed automatically from adilas - the connection between the two -Telling your story accurately and detailed creates your accounting ???'s for class - Requests for class questions - what happens to my sales tax - how and where does that effect things/end up? What happens with shipping? ---- Brandon did a great job covering sales tax. Freight - business preference and flow - out of gross profit or net profit, COGS vs. Expenses -6 accounting categories - Revenue, COGS, Expenses, Assets, Liabilities, Equity -They can automate things that are pretty standard, structured or a more rigid process.... but the minute people have great variability in the way they function, then you have to leave that more open and more maintained on the user level. It is still gathered and in its holding tank - to wherever it has advanced to and then you can go and advance it along the line as you need and are ready. -End of the month, you are going to have to manual/physical entry your sales tax - there are just too many variables to automate it... so you know you're going to spend a little time doing that. But all of the data is there and gathered and it is still probably at least 75% there and you just have to wrap it together and put it where you need it. *Real data on real time - not having to make all these adjustments -Old school accounting - deals with numbers; adilas accounting - deals with the story. -Balance sheet - a point in time (a single date, a snap shot in time) .... -P&L/Income statement - more of an accrual and over time, what is happening through the year and how it is continuing, rolls over your fiscal year as your profit and loss statement (the pulse). P&L feeds the balance sheet with its net profit - to the balance sheet. -Trying to teach cause and effect relationships. I cannot even believe how much easier it is tracking your accounting from the operations side... it helps you understand SO much more of what is actually happening! -Full record/transaction of everything that happens! **Possible new setting - talking with Cheryl... about getting a potential setting to distribute the cost of freight across however many items you have so that it can be added back into the cost of your items so that you can cover that cost and attribute it this way within your inventory. Probably not a high priority - right now mom just has some extra prep work to do on the PO side to figure out how much she needs to add to her items to make sure she is marking things up enough. -What tool do I need for the current job? *Adilas balances day by day by day.... traditionally a lot of accounting settings balance at the end of the month and often times there are huge disconnects that are really difficult to account for or making multiple adjustments. There seems to be a huge disconnect when accountants are looking for pennies in certain scenarios and have everything detailed out and then they can get to the end of the month and not account for some huge amount and then they just make an adjustment. That is a huge disconnect!!!! *Adilas - all in one, operations will lead and we will feed accounting according to what operations are and do. Adilas - incredible operations tracking that can take it to the accounting level. Not required but available. -If you play with adilas on the fairways and the greens (the way things automatically track through) they are making all these little connections for you. -A really great question about Gift Cards really illustrated the point to me again that understanding the story and how things flow really helps to know where you need to track or put something or what the next step is. So we need to add a user-maintained balance sheet item for our gift cards here - we needed to hold it as a liability. ***So cool that adilas will be moving to a model where they can ask - okay, who would like this? Who wants to help fund the creation of this project? -Gift Card tracking (lunch card tracking) - future development for adilas to track it out to the detailed level where it is automated and tracked to the balance sheet -Pre-paid items: you have to hold that as a liability at least until you have expirations or what not.... -Future of adilas - load balancing -Wanting to take adilas out to the serious balance sheet level? A/R, A/P - automated. Inventory & banks also automated and they are the 2 biggest keys you need to get in line to head to the Balance sheet level. Get the stuff that feeds in automatically going and feeding in and then you are ready to take it to that level. *Record the story! Record everything that you do! Record everything that you do physically and then if you need to do a little tiny bit of connecting, no problem. -The heart of adilas - objects and data over time - this tells the story -Great little analogy I like that Brandon made about the horse leading the cart - which we talk about over and over as being the most ideal way to get things done, really it is to move forward with any efficiency.... but the funny analogy he said was that when you have things set up in the right way, with the horse leading the cart, every once in a while the horse is going to poop and you have to do a little clean up. Over 75% of the accounting is already done just by leading with operations but every little bit there is some clean up - so there you can use your balance sheet and some other tools to clean up a little. It's just part of the game, but SO much easier at the point, to just scoop up a little poop, or do just a little bit of clean up and everything else is just rolling along and moving forward with ease and efficiency and we are prepared to scoop up any little items that we need. :) |
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| AU 1734 |
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Daily Tasks | 8/20/2013 |
• Emails, phone calls, and light tech support. • Following up with Utah State University about getting some interns to help with projects. • Working on the teacher/student interface. Made some code tweaks to how the flex grid plays and passes data over the URL string. Finished up wiring up the custom teacher/student interface. It has 59 buttons overlaid on a simple classroom setting graphic. Pretty cool! • Working on some custom flex grid stuff for a teacher and the teacher/student interface. Getting organized and recording ideas. • Went in to town to work with my brother on video clips. He gave me two new clips to put up and online. Also talked with my mom about adilas contacts up at the University. She is a great cheerleader. 20 miles. • Working on the teacher’s custom code and special flex grid page for her students. |
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| AU 1723 |
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Daily Tasks | 8/7/2013 |
• My brother came for a meeting. He showed me some graphics that he was working on for adilas. He has one that will show an adilas logo and then different skins that could be mounted over the top of his “adilas engine”. That will be pretty fun. He is also working on one that has a horse and a cart. We did some training in Fireworks and worked on some image clean-up. We then did a logo for a company. After that I did a small demo of different graphics and Flash projects that I have worked on. That was fun. We talked about other commercials (animations) and storyboard ideas. My brother is excited. I printed him off a bunch of training flyers and got him a check for work that he has been doing. • Recording notes from my meeting with my brother. • Random to do list stuff. • Emails, tech support, invoices, etc. • On the phone with a website developer talking about a gun club and shooting range. They are looking for eCommerce and reservation stuff. It is exciting to see where things are going. • Went in to Smithfield to work with my mom on adilas. She got her first order of bulk herbs in today. We added 30+ items on a PO, we globally updated some prices, setup a bank, did one deposit, and 4 expense/receipts. Great little training sessions and she is picking it up and doing awesome. It is fun to see her get it and start to make connections in the system. I also got a new video from my brother to upload to YouTube. 20 miles. • Emails and tech support. Wrote a long email about using barcodes and the barcode generator. Also included info on hardware recommendations for label printers and scanners. |
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| AU 1704 |
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Daily Tasks | 7/30/2013 |
• Went in to BATC to work with my dad on some government surplus items that were donated to Bridgerland. They, BATC, are going to be categorizing and selling the surplus items. I was there to help and show them how to use adilas to track and show the items. Very little work was done inside of adilas. Most of the day was getting organized and sorting out the items. Only about an hour of the day as spent inside of adilas. Just enough to show them parts, PO’s, and photo gallery stuff. 30 miles. • Went to Smithfield to work with my sister and brother. Set up a printer for my mom and did some light training. She will be using it for her herbal business and tracking things through adilas. The meeting with my sister and brother was dealing with elements of time and putting the developer’s notebook up on adilas university. We also talked about some marketing stuff and using the Utah State University campus as a venue for training and sponsoring different events. 20 miles. • Went back in to town to work with my dad and others on the BATC surplus items. Minor work was done in adilas but I feel this could be a good project to help show how adilas can help companies with their eCommerce and web presence needs. Good stuff. 30 miles. |
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| AU 1154 |
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Daily Tasks | 4/4/2013 |
• Working on numbers and proforma Excel documents. Forecasting and documents dealing with adilas numbers. • Went to Smithfield to set my mom up on adilas. Talked with my mom and dad for a while about concepts and vision of adilas. Did some consulting with my parents on paper and then started going through the setup process. 10 miles. • Went in to Logan to talk with a contact and his accounting buddy. Great meeting and I learned a lot. I got roasted a bit but no harm done. It was fun to express myself. I was very honest and they were very point blank honest. My contact ended up watching and listening and his buddy and I battled balls back and forth. I come out of the meeting knowing what they were looking for and being able to talk about our vision for the future. In a nutshell, I took away the following ideas… adilas is an eBusiness model, we are currently in the cost covering mode, be careful of the innovation model (quick in & quick out), we may end up being acquired by some other company, we are looking for a loan, not for investors at this point. In order to get a loan we need to know what is it for, how much, and what are we willing to give up? We also talked about notes and what are my end goals? Is it a certain amount of passive reoccurring money a month or what? We did go in circles a few times but I felt very good about it and what I’m learning. A couple things that were hotter topics were breaking or changing tradition, changing roles, why would a company want to change from their current system, and what is the scope of the business? I brought up about sharing code and assets and that was met with very negative reactions. Anyway, just some notes. • Research and recording ideas. • Working on recording changes to customer assignments for invoices. |
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| AU 1128 |
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Daily Tasks | 3/26/2013 | • Went in to town for day one of adilas training. We set things up and got on to GoToMeeting. My sister helped with GoToMeeting stuff (chat, recording, and controlling audio and web cam settings). That was a huge help. We recorded tons of audio and screen capture stuff throughout the three day session. We did three practice sessions with GoToMeeting but this was our first live or real session. For the actual training we went over and covered the map. We started on the button and went over locations and tax settings, web presence, eCommerce, tools, maintenance, customers, inventory, etc. Basically just jumping around the adilas map and training and touching on different players. Throughout the day we had a number of different people pop in and through the GoToMeeting applications. At the end of the day it took us 2 hours to convert and render the recording. Both my mom and my dad helped with different tasks throughout the day. I’m very grateful for their love and support. My mom was in the training class all day every day other than when she had to pick up a cousin from the airport on Thursday. Great stuff. 20 miles. | ||
| AU 1093 |
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Daily Tasks | 2/21/2013 |
-Day 3 (three) of training. My dad taped the whole class and we were at it from 9:00am-5:00pm. At the end of the class, I showed my mom specific things that she had questions on. We spent three good days and only touched on 25% of the application. That was an eye opener to quite a few of us. More good stuff to come. 30 miles. The adilas team was planning on leaving sometime on Thursday the 21st of February. However due to snow and weather, they ended up staying until Sunday morning. Those extra days were a blessing to me and my family. We got a lot done and were able to talk about a number of different topics and items. |
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| AU 609 |
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Daily Tasks | 10/6/2011 |
• Product migration for a company. • Emails and billing. • Small demo for my mom of the new adilas tools. • Started working on the new customer date fields. |
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| AU 2216 |
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Brainstorming Backend Access | 6/30/2011 |
Backend access: FTP & uploads & SQL – quick & dirty On FTP - Check for payee id - Request FTP or SQL - Require a password - Limit to o Select, insert, update, alter table - Choose between dump or normal response - Browse - Destination - Success message On 11/29/11 dealing with a backend or backdoor: In talking with my mom, two sisters, and my wife: We came up with the following: 1. Track a full hidden history including full path and file name for uploads, full SQL for SQL statements, IP address, date/time stamps, payee id, mode/type, and corp id 2. Make it non-inviting 3. Maybe add some booby traps 4. Don’t leave a key under the floor mat 5. Don’t call it a back door 6. No windows 7. Low profile – don’t beat a path to it 8. Don’t talk about it |
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