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.

Lunch meeting with Jonathan Johnson from Epic Enterprises. Jonathan is a business consultant here locally in the Cache Valley, Utah area. Great little meeting and he was asking some great questions and feelers to check out parts and pieces of my plan for ship B, fracture, or adilas lite. We talked about pieces of the business plan and how to plan things out and proceed.

- One of the main topics was dealing with talent and getting excellent talent to help run the business.

- Went over our rough plan and talked through steps of the plan. See elements of time # 10179 for more details.

1. Company Structure - Adilas Jelly Fish Model
2. Product Development - Adilas Value Add-On Core Model
3. Education & Training - Internal and External - Adilas University
4. Community & Outside 3rd Party Solutions - Adilas Marketplace
5. Social & Efficiency Options - Adilas Cafe & Community
6. Deeper Product Development - Adilas Lite - Fracture Project
7. Budgets, Finances, Marketing, & Sales - Other Business Plans

- Lots of talk about division, departments, and managing the entity and the projects. Defining those roles and what is needed. Once that is finished, we will put or assign/invite the who (people and talent) to the what.

- We talked a lot about inviting and enticing the talent. Not all of the talent will be hourly or employee level people. Some of the talent or high-end knowledge workers contribute in different ways. That was a small paradigm shift for me, thinking wise. More of projects and contributions vs hours and physical output.

- What needs to be done for the product development pieces - plans, marketing, sales, and roll outs.

- Talking about building out a pitch deck to help pitch the project and product (the whole package).

- 5 main personality types - There are five major roles that need to be fulfilled in a company. Instead of just roles, ideally, you actually have people in place who can carry each of these roles and own it. Otherwise, you just have a smaller number wearing multiple hats. The five people are: An organizer, a doer, a creative type, a consultant, and a salesman. The goal is to align talents with tasks. I grabbed this bullet point from entry # 5295 - another meeting with Jonathan Johnson (early on, back in 2019).

- Talking about the root words in authority (author or create), accountability (count or manage), and responsibility (respond or react). Who does what and how that all plays into the mix.

- See attached for a napkin with some notes on it - Here is what Jonathan wanted me to do - 4 steps he wants me to work on... 1. Define the division and structure of the company, 2. Invite the talent to fill the roles defined, 3. Product development MVP, and 4. Build the pitch deck. All of these need to be at least good enough. Shooting for an MVP level on all of them.

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!

I sent Sean an email with a link to some business consulting that was done back in 2019/2020 by Jonathan Johnson from Epic Enterprise. I also sent his a 9 page document that had even more notes, ideas, and brainstorming for our company and where we are heading. Good stuff.

Light research on some business info from Jonathan Johnson at Epic Enterprises. I want to pass on the info to Sean so that he can review it. Wayne and I spent some time going over indexes and possible code wrappers and helpers. Then we flipped over and worked on some new corp stuff (adding and editing corporations inside the system).

We have a couple of new projects that are somewhat mixing. We have the change from MyISAM tables to InnoDB tables (database engines inside of MySQL database). We also have a project called the monitoring system that has some cool things that are coming. We have to mix and blend all of the pieces together.

Chuck jumped on and we chatted about 3D printers and building things that we need. Wayne and I finished up our meeting by going over parts, find and replace functions and code snippets. Wayne is going to do some backend clean-up on some of the servers and will end up either using the find and replace stuff and/or pointing users there if duplicates are found. Either way, planning some light clean-up on the databases and servers.

Meeting with Jonathan Johnson from Epic Enterprises - we took tons of sales and marketing notes. Brandon has those notes on his local computer. There is some flex grid on this element that points to the file (somewhat hidden from prying eyes).

When I joined the morning meeting, there were multiple people on already. Danny, Dustin, Eric, and Steve were on. They finished their business and then each of them ended up leaving except for Eric. He had some questions dealing with custom industry-specific interfaces and the printing of labels. I gathered up some resources for him and sent him a number of links as well as showed him how to access the pieces inside of the system.

Steve and I chatted about some marketing ideas and Danny chimed in that he really enjoyed the business consulting meeting yesterday with Jonathan Johnson from Epic Enterprises. Good stuff.

Meeting with Jonathan Johnson from Epic Enterprises. All of met online, due to the corona virus stuff. Steve, Brandon, and Jonathan were on the meeting the whole time. Shari O. was on for a bit but had too much to do. We took a bunch of notes and sent her a copy. The notes are Brandon's computer in a Word document. See attached for a local (on his computer) reference. Good meeting.

Meeting with Steve and Jonathan from Epic Enterprises (business consulting). We changed gears today and dealt with some very practical things, ideas, and decisions. We went over financials, numbers, and talked about sales.

One of the exercises that Jonathan had us do was called "napkin numbers" - this is where you scribble down some basic numbers (pretend it is on a napkin or something small and throwaway) and then you try to quickly fix or right the problems. Another thing that he had us do was pretend that we had just purchased the company, as if we were the new owners. What would be the next couple of steps that we would want to do or have happen? Fun little exercises.

We talked about times and seasons and being able to control ratios of spending, funding, R & D (research and development), and building for the future. We also talked about priorities and laying out expectations and requirements.

Brandon does have a small napkin budget that they worked on. It won't be uploaded for privacy stuff, but file name has the name napkin in it on his local hard drive. Good meeting and we are making progress. Our next meeting is going to be starting into sales and making a sales plan.

Jonathan from Epic Enterprises came over and we had a 3 hour meeting between Steve, Jonathan, and Brandon. Lots of talks and discussions about pros and cons of employee model vs independent model. See attached for some of the notes.

- Lots of talk about more freedom and more liberty

- Competency and leadership hierarchy - knowledge workers

- Looking over the long term, how will things line up and match up over time

- Leadership structure and sub structures

- Motivation and pay structures

Jonathan from Epic Enterprises came over to my house to meet with us. We started out listening to Steve and Eric over the GoToMeeting session. After a little bit, I started to explain some things to Jonathan. We went on mute but had the meeting with Steve and Eric going on in the background. Every once in awhile we would catch something and it would send us off on a tangent and/or direction change. We were waiting for Steve to join us.

Once Steve joined us, we had a good multi-hour meeting with Jonathan, Steve, and myself. Here are some of my notes.

- We talked about analogies between showing a whole mountain vs just an ice berg (how much do you show and/or reveal - it deals with perceptions of how much there is and how much needs to be learned).

-  We talked briefly about the need for the adilas café and a good starting place for our users to come in and be a part of the community. Some of the people come to work, play, learn, buy or sell their own product and services, and participate in the adilas community. We went over some concepts, graphics, and needs in that area.

- I pitched to Jonathan that we have at least 3 businesses that need to be funded, staffed, and managed. We have the main adilas system, the adilas marketplace (others who are buying and selling their services and products to help support the system), and adilas university (education and training).

- We talked about some progress from one server and being able to share logins (one login allowed access to multiple corporations, based off of permissions and assignments). We also talked about how that model still exists but gets tougher as we keep adding other independent servers. Currently, we can share logins on a per server basis. We can't do a single login and allow that user to access multiple servers. The logins are specific to each server right now. As a side note, not everybody needs to be bridged between servers, but certain users work in tons of different systems and on multiple different servers.

- Jonathan recommended a movie called "The Pentagon Wars" - dealing with scope creep. Basically a project that should have been fairly simple turns into 17 years of development and $14 billion to create it. A comical stab at the mismanagement of government spending and scope creep.

- We as humans, are designed to push too far. We tend to go to extremes.

- Making the system more human like... anthropomorphism

- People tend to be either: stable/reliable (45%), warrior/artisans (27%), idealist/humanist (14%), analytical (10%), other (4%) - all rough figures or ish

- Business is a projection of/from psychology.

- Going from order to chaos, order to chaos, and so forth - cycle that has been repeated over and over again in all ages.

- Suggestion - On the invoice homepage and the graphs... maybe add a projection line on the invoice homepage graphs. Show a forecast and/or projection. This could also be done with an average based on number of days. This came up due to the fact that the existing graphs take month over month data and create a graph. Well, if you have just started a new month... you only have a small number of days worth of data vs a whole month worth of data. Sometimes it makes the graph look like it is trending down sharply when in reality, things are actually doing pretty good. Visual helper.

- Talking with Steve and Jonathan - light intro and talking about their respective backgrounds and interests.

- Jonathan wants to help us improve our company.

- Consultants tend to do one of the following actions:  diagnose, analyze, and/or provide feedback. - Sometimes in that order or 3 step process.

- SaaS (software as a service) is a crazy business model.

- Question (dealing with approach) - How do you sneak up on the elephant? Talks about approaches and why's.

- A consultant informs and convinces. A consultant sees from the outside.

- A few things that Jonathan sees right now, without getting super deep: overdiversification, scope creep, scope seep, lack of structure, possible lack of leadership.

- We don't really like to babysit.

- We are trying to work on our to do list or our tick list.

- People have different skills - putting the people in the right place.

- From Steve, sometimes the environment changes how we act and interact with it - it is not just personalities and traits.

- We haven't spent much on selling and marketing.

- We would like to focus on the adilas café approach.

- From Jonathan, book recommendations - "Good To Great", "Rocket Fuel", and "The Go-Giver"

- Building a company is different than running a company.

- By helping our people better focus, that could help us be more productive.

- Steve would like to involve as many good people as possible - He is ok with not knowing everything.

- Steve wants to keep an independent model and/or have multiple cofounders.

- At some point, you will hit the borders of certain things unless you comply with certain principles.

- So many moving pieces - that makes it tough to both see and figure out the roll out and the plan.

- We may need a plan for who will run the business - we like to create it (dreamers and doers).

- Where does one start? Jonathan wants to start with the minds of the owners.

- We just build things... we don't even stop to try to sell them. We love the building process.

- Steve seems to be the creative type and the organizer type.

- Mixing and blending the persons and personalities - we need all of the players.

- We are trying to create a community.

- Analogy of the bee hive... well, if we have a hive, we may need a queen bee, a tree, and some flowers - we need all of the pieces.

- Steve loves to recruit talent and skills.

- Business philosophy and playing the game.

- Jonathan sees, as far as what we offer: stacked valuable services upon other valuable services.

/////////////////// challenges for Steve and I

1. Use more of Jonathan's time
2. Take a personality test from 16 personalities - Try it in different moods, happy, sad, tired, stressed, etc.
3. Trying to align to business principles
4. Steve and I, discuss some of our known disfunctions - see other notes - search for the key word rejecting

Jonathan from Epic Enterprises Consulting came over to my house and we had a meeting. We covered a lot of ground and had a good meeting. See attached for a scan of my notes from the meeting.

- Maximizing vs optimizing - Sometimes we (people) just try to push on the gas and get as much out of things as possible. Very natural - this is called maximizing. The other less common option is doing what is best or getting the optimal results vs the maximum results.

- MVP - We have heard that MVP stands for minimal viable product. Well, it was explained today with a few other variables. What about minimal viable plan, minimal viable service, minimal viable (fill in the blank), etc.? Cool concept.

- We always need improvement

- We were talking about expectations, boundaries, and defining the scope. Without those pieces, you can get run over or overwhelmed pretty easy. Once a scope is defined, you can say yes (if you want to), and then say this is the price for doing that. Tie the two together if possible.

- Definition of a company - a group of people - teamwork at a deeper level

- We spent quite a bit of time talking about the term "Executive" and what does that mean. My current view of an executive is what I see on TV (media) of a boss at the top who commands his employees and somewhat has the final say of things... not something that I really want to be. As we talked, we started to redefine what an executive could be... Here are some of the ideas and concepts: An introspective person who has found themselves at or near the top of a competency hierarchy, who seeks out and wields or aligns themselves with true principles. Respect for other, respect for self, helps and loves others, loves to learn and improve, helps to protect the vision. I liked those ideas and concepts much more. I could do that type of being an executive.

- There are five major roles that need to be fulfilled in a company. Instead of just roles, ideally, you actually have people in place who can carry each of these roles and own it. Otherwise you just have a smaller number wearing multiple hats. The five people are: An organizer, a doer, a creative type, a consultant, and a salesman. The goal is to align talents with tasks.

- What is the definition of success? We don't have to create the same successes that the world has created. We can be our own style.

- Byproducts and harnessing those different avenues.

- People enter the timeline and the story goes from there.

- We talked about lots of our people and what role and talents (attributes) they bring to the table. I listed off 15 to 20 key players that we deal with and have interactions with.

- Jonathan wanted me to read a book, not just read it, but speed read it. He then took ten minutes and showed me how to do this... my definition won't do it justice, but here we go... Totally destroy the structure of the book, browse it, look for single words that are interesting, spoil it if you want to, jump around, create curiosity anchors across the story, make it fun. Then speed read it (glancing over things quickly) and pull out the main points. If something interests you, read deeper, otherwise just try to get the main points.

- Dealing with speed reading, I was thinking that we could help people get interested in adilas that way... sometimes it may look too big or complicated but if people were to browse and find some curiosity anchors and then skim over some of the benefits and features, it may be a better way to consume it then trying to virtually read the whole thing. Just an idea. Make it fun. As a side note, I'm trying to head in that direction by working on the presentation gallery (non linear, visual, outline type format for a presentation or demo).

- Ask yourself, what am I selling? Is it what you are thinking?

- We went over some time management stuff. See my scans for a better version of this... but imagine a small grid with four things down the side. They are: Day to day (fires and being overwhelmed), strategizing, distractions, and time wasters. Then across the top, you have two columns, they are normal and optimal. Pretend that you have an 8 hour day. In the normal column, you have almost all of your day in the day to day (fires and being overwhelmed) column. You only get a few minutes on the strategizing, distractions, and time wasters columns. You are just buried and go from problem to problem (that's what it feels like). On the optimal side, you have about 2 hours of your day doing the day to day (fires and being overwhelmed). You have 5 hours of strategizing (trying to outwit tomorrow's fires), and half an hour each on the distractions and time wasters. These numbers aren't perfect, but represent a better way to do time management.

- Trying to outwit tomorrow's fires - strategizing

- From Jonathan - Books are a form of mind enhancement.

- Life hacking to make something out of what you are given - if you hack it, you make it work how you want it to (at least kinda sorta).

- A knowledge worker - what does that mean? They know something more about something. They need a rhythm or a cadence. They need to have a commitment factor to help them play.

- "10% of what I peddle (sell) is hope." - Quote from Jonathan. I really liked that. I may start using something like that in my pitches. I sell potential, which is a form of hope.

- At some point, every company becomes blind to itself.

- We were talking about disfunctions and trying to reinvent the wheel on different topics. Jonathan was using a word that kept hitting me in the face. It was "rejecting", meaning rejecting or not allowing certain primary functions to take place or do their jobs... We talked about rejecting structure, rejecting responsibility, rejecting proper pricing configuration, rejecting executive time management, and rejecting a coherent form (what, who are we).

- Take the pill of actually solidifying who we are and what we do - scope.

- Dealing with time... It's not too late...

- Positive manipulation - This may sound bad, but we all use this in one form or another. We talked about positive manipulation and how that is both best used and when and why. Lots of variables for it and also lots of reasons to use and employ that kind of a tactic or use that kind of tool.

- Alignment to a core principle - that can get pretty deep.

- Trying to "cheat" the core principles - what cause and effect relationships does that have and mean? This was a conversation about what are we doing and how are we virtually trying to cheat a number of known principles. Not trying to be dishonest, but not doing certain things on purpose. For example, not having an employee type structure, not having proper supply and demand pricing, not having a known form or structure (what does your business do and what products and/or services do you provide).

- Kicking against the pricks - analogy used on animals in agriculture. The prick helped to prod the animal to do certain things. If the animal rebelled, it would kick against the prick and drive it in deeper (causing harm or more pain). We talked about this analogy and how sometimes if you try to avoid or reject certain things, you end up hurting yourself in business.

- We talked about what makes a mom and pop shop a mom and pop shop? What could they do differently, if they wanted to? Key word, if they wanted to. How could certain principles help them become bigger - once again if they wanted to. People, talent, origination, funding, broader scope, marketing, product line, etc. Interesting conversation. Jonathan wasn't saying we (adilas) are a mom and pop shop, but we are on purpose not implementing all of the options, thus keeping us at a certain level.

- He gave me three things to do: 1. Read the book - "The Go-Giver" - speed reading style, life hack, and non linear format. 2. Commit to a consultant. and 3. Start making incremental improvements (as prescribed). As a side note, I said that we were making incremental improvements and he said that would be good. He then added "as prescribed" and that somewhat changed the direction. Just a side note.

- We have to figure out the people first. Then we can get to the other pieces.

- Jonathan was recommending a board of advisors vs a board of directors. Small changes to focus, direction, and style. Interesting.