2017-2021 Patellofemoral Arthritis

Posted on October 11, 2021 by Mike

Background: I broke the patella (kneecap to you and me) of my right leg in 1974, the final year of my employment in Hartford. This event and its aftermath are described here. For twenty-four years the knee bothered me very little. When I got up from a chair I sometimes walked like Walter Brennan on The New McCoys¹ for a few paces, but otherwise I managed quite well. I took up jogging in the following years. At one time I was able to run eighteen miles in a little more than three hours.

In 1998 or 1999 something happened to my knee. I don’t remember injuring it, but it became quite swollen, and running produced a good bit of pain. I knew that Denise Bessette’s son Christopher had once had difficulty with his shoulder. She told me that Christopher² was very happy with the outcome of the treatment by an orthopedic specialist who had an office in Enfield. I asked her for the physician’s name³ and made an appointment.

I told the doctor my symptoms, and I admitted that I was worried that he would advise me to give up running. He took x-rays and told me that he thought that the doctor who did the surgery on my knee had missed one of the fragments of the patella, and it had fused to a bone or something. He surprised me by asking me if my hip sometimes hurt. I said that it did, but I never suspected that it could be related.

He thought that my problem was tendinitis in the iliotibial (IT) band that connects the knee and hip on the outside of the knee. I later learned that IT band syndrome is rather common in distance runners. He gave me two prescriptions—one for pills to bring down the swelling and one for a few appointments with a physical therapist. It took a few weeks, but the pills worked.

I remember that the young lady who supervised my PT was very cute, but I don’t recall her name. The office that I went to was on the part of Route 5 that I often have driven past on the way to southbound I-91. It no longer is a clinic for physical therapists. At some point a podiatry clinic took over the building.

She taught me some exercises for strengthening the muscles around my knee and especially to stretch the IT band. What worked the best for me was one in which I held onto something with my right hand, stepped over my right foot with my left, thrust the hips to the left, and leaned a little to the right.

I performed the stretches before every time that I went for a run or, after I gave up running in 2008, a walk. I also used the step-over stretch when I felt a pain on the side of my knee or anywhere near my hip. This sometimes occurred when I rose and walked around after being in a sitting position for an extended period. As soon as I exited from an airplane I almost always did the step-over stretch before leaving the waiting area at the gate. It also came in handy for the European bus tours that Sue and I took in the twenty-first century. I probably looked silly, but that simple movement always decreased the pain and in most cases eliminated it.

Easter Sunday 2017: By 2017 my life had changed dramatically in many ways. TSI had been shut down for good for a few years. Sue and I had been on quite a few European vacations and one fantastic African safari trip to Tanzania (described here). I had established for myself an office in one of our spare bedrooms.

On Sunday morning, April 16, 2017, I was in my office working on the computer, probably on something related to bridge; by then I was both webmaster and database manager for the New England Bridge Conference. I arose from my chair to go to the bathroom. I got as far as the door to the office—about six feet—when my right leg gave out. I did not fall; I was able to grab the door frame to steady myself. I experienced a sharp pain in my knee, but it soon subsided.

The weather that Easter Sunday was quite nice. I was enthusiastic about the prospect of getting in a long walk around the neighborhood. In those days I made a circuit of about two miles walking on School St., Hazard Ave., Park St., and North St. I hoped to do two or three circuits that afternoon.

I was less than a quarter of a mile from the house when my leg gave out again. I fell flat on my face on the sidewalk. I got to my feet without difficulty and limped slowly and carefully back home. This seemed more serious than IT band syndrome.

I searched the Internet for information about dealing with knee pain. I learned about RICE: rest, icing, compression, and elevation. For the next month or two I stayed off of my leg as much as possible. I wore my knee brace and iced my knee after exercise. I brought a small chair into the office so that I could elevate it, and I put an ice pack on it until the swelling went down.

Even after the swelling subsided I did not feel comfortable about trying to walk several miles on it. It still felt very shaky. Eventually I decided to make an appointment at the Orthopedic Associates clinic in Glastonbury. I was amazed at the place. It was much larger than I anticipated. There were dozens of people—maybe a hundred—waiting to be seen. Most were older and much less ambulatory than I was. There was no way to tell how many patients were on the other side of the many reception desks.

They took x-rays of both knees, and then I met with Dr. Mark Shekhman, who specialized in hips and knees. He compared the x-rays of my two legs and showed me that there was much less cartilage in my right knee than in my left. He said that he thought my difficulties were due to arthritis, rather than either my fractured patella or the IT band syndrome.⁴ He prescribed more physical therapy, and told me that if I still had pain to call him. Injections could be used to address the problem.

I asked Dr. Shekhman if I could increase my mileage after I completed the therapy. I explained that I was getting fat. He assured me that I could.

The physical therapy that I received this time was overseen by two people at the Hartford Hospital office at 100 Hazard Ave. in Enfield. I don’t remember their names. I went once a week for five weeks in October and November. The prescription required me to attend twice per week, but the guy who worked with me the first week said that my problems were not that serious.

The staff there seemed to be better organized than the therapist with whom I had previously dealt. I usually started with an eight-minute warmup on a stationary bicycle. On the first visit the fellow who worked with me noticed that when I bent my leg I slanted my right knee in. He advised me to slant it out, as I already did with my left knee. He said that I had been favoring my left leg, and the muscles in my right leg needed strengthening. Both he and the female therapist also worked on getting the “knots” out of the muscles and ligaments surrounding the knee.

They also gave me exercises to perform every day. The list grew to include nine exercises, all of which were performed from a prone position. Three of them were stretches—four sets of holding the position for thirty seconds. These were basically prone versions of stretches that I had been doing since my first session in the nineties. The other seven were designed to build strength. They consisted of twenty repetitions of the designated movement.

After the second or third session I was provided with a paper that showed the exercises that I was to be doing. At the last session I was given a new paper that supposedly illustrated all of them. I saved both of these sheets of paper, although they were both badly wrinkled. I discovered recently that the second set only contained eight exercises, and one of those was shown twice. So, for the image shown above I created a composite that included all nine exercises.

I usually did these exercises before I went for a walk—either outside if the weather permitted or on my treadmill. I added one more exercise to stretch my calf muscles to reduce the likelihood of cramps. I found an old brown exercise or yoga mat in my garage. I laid it in the hallway, one of the few places in the house in which I could stretch my six-foot frame. It was a little tight, but I managed.

When I performed these exercises at the clinic I used two pieces of equipment. The first was similar to a dog’s leash. One end was looped around my foot. I grabbed the other end to pull my stiff leg toward my face. Then I pulled a straightened leg across the other leg to the side. The “leash” was also used it to pull a bent leg back to the rear, but I could just reach back and grab my foot for that one. I have good flexibility in that respect. At home I repurposed an old Donald Duck tie as a substitute for the “leash”.

The second instrument was a length of stretchy fabric that had been knotted into a loop. This one was used for the “clamshell” exercise depicted on the sheet, and they let me keep it. After a month or so it snapped in two; I did not replace it.

The left one: I exercised my right leg using this routine nearly every day for almost two years. I felt pretty good about the progress that I had been making until the day on which my left leg almost collapsed while I was walking on School St. I limped back to the house. By the next day the left knee was swollen. I used what I had learned with my right leg to try to address it. Eventually the swelling went away, but the pain still occurred occasionally.

I expanded my exercises to include both legs. I revised the order so that I did not need to change positions so often. I started on my back with the straight leg raise—right and then left—and the bridging. I then did the three exercises lying on my right side followed by the two that required me to be face down—left and then right.

Next I did the three exercises while lying on my left side. I then rolled over to my back again and attached the tie to my right foot for the stretch that pulls the leg back and the ITB stretch. I then transferred the tie to my left foot and did the same two stretches. I finished with the calf stretch that is not shown on the sheet. The whole set took about half an hour.

My left leg was still bothering me when I attended the fall North American Bridge Championships in San Francisco (described here). Quite a bit of walking was required there. It felt very strange to be limping on a different leg. I did my exercises on most mornings, but I was still uncomfortable most of the time that I was there. My right leg did not bother me at all.

Recovery: By the time of the worldwide shutdown due to the pandemic my left leg had fully recovered. Over the spring and summer of 2020 I walked at least five mile nearly every day. On several days I did 7½ miles and at least twice I walked ten miles. I almost never had any pain in my legs. The most likely location of discomfort was in my right lower back. However, I was usually able to stretch this away.

I often rested on the cast-iron bench in front of Dr. Cummiskey’s office.

Over the fall and winter I walked on the treadmill⁵ more often than outside. A new development was a pain on the top of my right foot that spread to the ankle. At first it only occurred when I walked outside. Later a much milder version plagued me on the treadmill as well. I could usually walk for about 1¼ miles before it became difficult to tolerate. After I rested for a couple of minutes and stretched the leg, it went away. However, it usually came back after about the same distance.

We were scheduled to take a European river cruse in October of 2021. My goal was to be able to participate in all of the excursions without leg pain. Since we decided to postpone this cruise until May of 2022, whether I can achieve that still remains to be determined.

1. If you are unfamiliar with Grandpappy Amos’s gait, you can view a short demonstration here.

2. Christopher Bessette’s LinkedIn page is here.

3. I can picture the doctor in my imagination, but I have forgotten his name.

4. In retrospect, I am sure that Dr. Shekhman was correct in his diagnosis of arthritis. However, I think that he was a little too dismissive of my two previous experiences. It was likely that the arthritis was precipitated by the original fracture. Also, the IT band syndrome never really went away. I had rather mild symptoms both before and after the arthritis treatments. Aside from that first day when I fell I never really had much pain in my knee itself.

5. The biggest problem with the treadmill was boredom. I subscribed to the Metropolitan Opera On Demand service for about a year. I streamed operas on my Lenovo convertible PC (which is called Yoga) and watched them while I was walking. I also watched some operas and the entire series Inspector Morse shows on YouTube. Later I subscribed to MHz Choice and watched a large number of European mysteries with subtitles. February 10, 2021, was a very dark day for me. The treadmill broke. Since then I have used the rowing machine when I could not walk. On May 26 I dropped my Big Bubba mug on Yoga and cracked the screen badly. I bought a new Microsoft laptop from Best Buy a few days later.

1996-2006 TSI: AdDept Clients: May Company

Posted on September 6, 2021 by Mike

The G. Fox & Co. store in downtown Hartford.

As soon as the AdDept system at Macy’s in New York (described here) was running reasonably well, the May Department Stores Company became the most attractive marketing target for the system. The largest advertiser (at least in newspapers) in central Connecticut was—by far—G. Fox, a traditional department store similar to Macy’s that was based in Hartford. They even had a store that was within walking distance of our new house in Enfield.¹ I was well aware that G.Fox was part of the May Company and that the May Company was largely responsible for the development of the mall.

I had purchased a book from somewhere that contained marketing information on large retailers. In it I learned that the May Company, which had been in business since 1877, operated the following divisions in 1989:

G. Fox & Co. based in Hartford.
The Hecht Company with headquarters in Arlington, VA.
Filene’s, a former Federated division based in Boston.
Foley’s, a former Federated division based in Houston.
Kaufmann’s in Pittsburgh.
Famous-Barr in St. Louis
J. W. Robinson Co. in Los Angeles.
May California in Los Angeles.
May D&F in Denver.
May Ohio in Cleveland.
Lord & Taylor in New York.
Meier & Frank in Portland, OR.
Venture, a chain of discount stores based in O’Fallon, MO.
Payless, a chain of shoe stores based in Miami.

That’s fourteen independently run divisions that were, except for maybe the last one or two, good prospects for the AdDept system. I figured that if we could persuade the parent company to commit to using AdDept in all of its divisions, TSI would be set for life. Maybe they would even buy us! That was the way that small software companies thought (and dreamed) in the late eighties.

In fact, the May Company during that period was busy acquiring other department stores, and that attitude put a lot of stress on the advertising departments of the divisions that acquired the new stores. There is no doubt that the May Company’s acquisition of thirteen Thalhimer’s stores in 1992 was the impetus for Hecht’s to purchase the AdDept system that year.² Hecht’s advertising department had been using a PC-based system for producing corporate reports. It was completely incapable of handling the extra load. Similarly, when May D&F was folded into Foley’s in 1993, the Houston division suddenly was facing a greatly increased workload. That caused them to call TSI for help, and we installed an AdDept system for them.³ Capacity was never an issue for AdDept; we always proposed hardware near the lowest end of the available AS/400 models. If a client outgrew its hardware, it could migrate to a more powerful model.

In 1993 G. Fox was absorbed by the Filene’s division. Having a pretty good idea of the problems that this would cause for the advertising department of Filene’s, we tried to interest them in using AdDept. However, for reasons that I have never completely understood, we were unable to get our foot in that door for many years. Filene’s advertising department never took advantage of a significant portion of the system productively enough that we were able to use them as a reference.⁴

Instead, our third May Company installation was at Lord & Taylor⁵, where I learned that L&T did not play by the same rules as the other divisions. In some ways that caused headaches; in other ways it was delightful.

Doug Pease: In 1993 Sue and I hired Doug Pease to handle our marketing. One of the primary reasons that we selected him was because he had formerly worked in G. Fox’s advertising department in Hartford. He was looking for a job because the G. Fox stores had been converted to the Filene’s logo, and the advertising for those stores was planned and purchased from the office in Boston. Doug was quite familiar with the work flow of an advertising department that was similar to the ones that TSI was targeting, and he also had some contacts in the industry. Our hope was that he could grab the brass ring of the May Company for us while I was busy trying to get the systems for the three divisions—and a few other retailers—that we had sold up and running.

This was a very important time for TSI. My image of those days resembles a hockey stick. Until that time TSI had experienced rather flat earnings. We were basically just getting by. By contrast, in the last seven years of the twentieth century we had as much work as we could handle, and our financial statements were much better.

Unfortunately, I have almost no notes for that entire period. I talked with Doug on a regular basis, but my focus was on the current installations. I depended on him to establish a relationship with prospective customers. As soon as we hired him we did a mailing to prospective customers, and Doug took to the phones. He talked with several people at the May Company.

The main liaison person between the May Company and the advertising departments of its divisions was named Fred Christen. I never heard anyone say a bad word about him. He had, of course, heard about our work at our three installations, and he seemed to be impressed.

I am pretty sure that we had another “guardian angel” at the corporate headquarters. I often seemed to be at an advertising department at a division at the same time as a corporate auditor whose first name was Linus. His job was to assess the way that divisions were reporting their advertising expenses and income from co-op programs for their vendors. He seemed to be impressed with the way that AdDept handled these things.

Fred Christen left the May Company shortly after Doug arrived at TSI. I heard that Fred left to manage his family’s business. Doug established a relationship with Fred’s successor, Dennis Wallace. I am pretty sure that Doug made at least one trip to St. Louis, but I don’t remember the details. At any rate, at some point the May Company decided that AdDept should be installed in all of the department store divisions. At that point Robinsons and May California had merged, May D&F had been folded into Foley’s, Kaufmann’s had taken over the May Ohio stores⁶, and the May Company had divested the Venture stores. So, we learned about five new clients in one swell foop: Famous-Barr⁷, Filene’s, Meier & Frank, Robinsons-May, and Kaufmann’s.

In retrospect I find it rather incredible that I have so little recollection of the details of how or when this decision came about. It was definitely a momentous occasion for TSI, but I remember no fanfare or celebration at all. I don’t think that the deal was finalized until 1996 or 1997. In the interim I installed quite a few AdDept systems at other retailers.

Employees at the May Company treated us fairly from day one right up until the time that the company was purchased by Federated in 2006. Most of TSI’s dealings with the May Company were at the division level. The following is a summary of my notes of our dealings with the corporate entity after all of the systems had been installed.

Notes: The first note that I have is dated October 18, 1999. It makes reference to a “sales tax fiasco”. I think that this must be about whether it was necessary to charge sales tax on our software and services. Because all of our AdDept clients were in other states, we were generally able to avoid doing so. However, there is an Excel file with a similar date that lists three invoices for Robinsons-May, which was in California, and three for Filene’s, which was in Massachusetts. Massachusetts and Connecticut had an agreement by which each collected taxes for the other. So, we definitely needed to charge Filene’s tax.

We also had a problem with California. TSI’s second accountant, whose name I do not remember, was hired in the early days of the AdDept system. She advised us to register with every state in which we had clients. This was poor advice, and we changed accountants shortly after that. However, there is no way to take back a company’s registration.

I vaguely remember an issue from several years earlier that involved an arrangement that my partner (and later wife) Sue Comparetto had made with Gottschalks, another store in California. In this case, the invoices were probably sent to St. Louis and paid by the May Company. We had never registered in Missouri, and we never paid sales tax there.

On January 2 of 2000 I wrote the following email to my other partner, Denise Bessette:

I think that we need to get something established as soon as possible with the May Co. to get compensated for your time and mine. Do you have any suggestions? I also think that it might be time for one or both of us of us to go to St. Louis and talk turkey with them. I am serious about this. I really am tired of not knowing where we stand.

I found a six-page document dated February 7, 2001. It concerned the specs for a Planning System Interface. Evidently they had an application called WD that they wanted to feed. They provided me with a document describing the system that had at least sixty-seven pages. Evidently we had been talking about this for at least two years. The document lists my questions and their incredibly vague responses. No one could conceivably quote an interface based on the responses that we received. I only vaguely remember this whole process. “WD” sounds familiar, but I am pretty certain that we never quoted it, much less coded it.

Denise and I went to visit the May Company together, but I think that it was in 2002. I went to St. Louis in 2001 to install AdDept for use by Filene’s on an AS/400 in the Midwest Data Center. I stayed in the Adam’s Mark Hotel. I did not like where they told me to stay. This is what I wrote to Denise.

My hotel room in St. Louis is absurd. It is a huge suite. I located a microwave and refrigerator inside what looked like a chest of some kind. For some reason it is much easier to find these two features in places where it is impossible to buy food (because I am downtown). The bathroom is right by the door, about a quarter mile from the bed. There are two TV sets, but no Jacuzzi, at least not in the room. The thermostat is out of whack. You have to set it to nearly 80 to keep the room from being frigid. I fear that they may not offer free breakfast here. They did not mention anything when I checked in.
It is supposed to rain all day here. There may even be thunderstorms. I was too lazy to run on Sunday. I will probably regret it today.
I hope that the May Co. has a comfortable nap room. I have become quite accustomed to the two-hour post-breakfast naps.

I think that the guy on the phone is Dennis Wallace. I don’t recognize the other two.

I remember that room and the rain much better than I remember what I did at the May Company. On subsequent visits I stayed at a nearby Hampton Inn. Incidentally, more than two decades later I still take lots of naps.

I found an agenda for a meeting with the May Company dated August of 2002. This must be the trip that Denise and I took together. Here it is:

TSI
1. People
2. History
  1. Founded in 1979.
  2. Advertising in 1981
  3. Retail in 1988.
  4. First May division (Hecht’s) in 1991
3. Custom programming
  1. Good at diagnosis.
  2. Incredibly efficient system of delivering custom code using BASIC.
  3. Two principles:
    1. There should be one version of the truth;
    2. Everyone should be able to take advantage of work done by others.
  4. People capable of completing difficult projects within parameters.
AdDept
1. Intent
  1. All administrative aspects.
  2. All media.
  3. Easily customizable.
  4. Require a minimum of local support — AS/400.
2. Retail advertising is difficult.
  1. All the difficulties of retail — stores, merchants, accounting, A/P, and co-op
  2. All the difficulties of advertising
    1. Multiple media, each with almost completely different structure
    2. Media scheduling, production scheduling, estimating, loan room, etc.
3. System design
  1. Scheduling:
    1. Every media represented in the ad file.
    2. Open on-line database works best when each person updates the system with information as soon as it is available.
    3. One main program, many well-normalized files.
    4. History of significant changes:
      - Production.
      - Financial.
  2. Financial:
    1. One main set of files (header and detail).
    2. Many front ends with supporting detail files.
    3. Two months, three amounts.
    4. Interfaces
  3. Cost accounting (data warehouse)
    1. Detail at the department level using May Company rules.
    2. Can also be used for other purposes:
      - Planning
      - Store-level analysis
  4. Add-ons
    1. Productivity
    2. Competitors
    3. Loan room inventory and transactions
    4. Photo studio
May future plans
1. Filene’s
2. Uniformity
3. Best practices
Technology
1. Explain CFINT
2. Explain performance of 5250 v. browser-based
3. Why “web-facing” doesn’t help
4. Explain V5
  1. BASIC compiler.
    1. Should we convert to C?
    2. Should we convert to Net.Data?
    3. Should we convert to WAS/Java?
    4. Should we look to Wintel?
  2. Can’t save back very far.
  3. InfoPrint server allows output as .pdf files.
5. Browser-based programming requires VPN or the equivalent for support.
Other things
1. AxN.
2. Peggy Southworth labels.
What else?

Some of this has fled my memory. I do remember that CFINT was a program that regulated performance. Prior to version 5 of the operating system the users could allocate priorities for jobs between “interactive” jobs (5250 sessions on terminals or PCs) and “batch” jobs (everything else, including jobs that relied on something between themselves and the operating system, such as a Java server). IBM wanted to show that the Java jobs had good performance. To do so it slowed down all jobs that were running as interactive. Nothing that IBM had previously done was as hated as this tactic.

I also remember the Peggy Southworth labels. Every division was required to create these labels for each print media job in a precisely specified format. We wrote a program for one of the divisions to do this for them.

The notes indicate that Denise and I met with Rob Cole and Mike Henry. I only vaguely remember them. I have a more vivid memory of Lew Allder, who was a Vice President in the IT department. He showed us around the machine room and assured us that the small size of our organization was not an issue with him or anyone else at the May Company. Everyone with whom we talked was very supportive of what we had done and what we were planning for the future.

I also remember one incident that occurred when we were driving either from or to Lambert, the St. Louis airport. I made a wrong turn, and we found ourselves on the bridge that goes across the river to East St. Louis, IL. I had no interest in taking a tour of that town. When there was a break in the traffic I jerked the rental car’s steering wheel to the left, made a clean U-turn and headed back to St. Louis. I think that this maneuver shocked Denise, at least a little.

I tried to find information on what became of the May Company employees mentioned in this entry. However, I was not able to find any information on the Internet about most of them. After a good bit of digging I found Dennis Wallace’s LinkedIn page, which is here. In 2022 he appeared to be working for a company in Houston that provides technical assistance to the hospitality industry.

1. All right, I never actually walked to G. Fox’s store in Enfield Square mall, but I could have.

2. The Hecht’s installation is described here.

3. The account of the installation for Foley’s is provided here.

4. The troubled AdDept installation at Filene’s has been documented here.

5. The Lord & Taylor installation is described here.

6. Doug and I made a strong pitch to Debra Edwards at May Ohio, but the division was eliminated before we could close the deal. That “whiff” is described here.

7. I think that Famous-Barr may have already committed to getting AdDept before Doug arrived on the scene, but their decision was probably made because of the May Company’s commitment to the project. The installation at Famous-Barr is described here.

1997-2014 TSI: AdDept Client: Stage Stores

Posted on September 4, 2021 by Mike

People and events at SRI/Stage Stores. Continue reading →

Everyone with whom I dealt—and there were a great many people over the course of seventeen years—-called the large retailer based on the south side of Houston “Stage Stores”. Even their LinkedIn pages refer to Stage Stores. However, our contracts¹ were definitely with a company named Specialty Retailers, Inc. (SRI). The checks that we received were from SRI. This always seemed strange to me, but I managed to piece together from various sites on the Internet something of an explanation.

I spent many hours at the headquarters building on South Main. The visitors’ parking was perhaps thirty to the right of the palm tree.

SRI was incorporated in 1988. I was unable to discover who the original stockholders were or who ran the corporation. I also have no idea what, if anything, SRI did in its first four years of existence.

In 1992 the company purchased a Colorado-based retail company named Fashion Bar, Inc., which had seventy-one stores. The larger ones were branded as Palais Royal or Bealls². The rest were known as Stage Stores. In the nineties SRI purchased a large number of other stores. Most of them bore the Stage logo. SRI’s headquarters at 10201 South Main³ in Houston was known locally as Stage Stores, and that name, as you can see in the photo, was displayed prominently over the entrance. The only stores that were actually located in Houston were branded as Palais Royal. I recall actually purchasing a leather belt in one of them. Many people in Houston knew about Palais Royal, but Stage Stores and SRI were probably not on their radar.

In late 1996 or early 1997 Doug Pease, TSI’s Director of Marketing, received a call from Brenda Suire⁴, the Director of Finance for Stage’s Marketing Department. Doug and I flew on Continental Airlines to Intercontinental Airport in Houston to meet with Brenda and some other employees. We were somewhat surprised by the length of the drive from the airport to Stage’s headquarters.

The blue route on the map at left suggests driving through downtown Houston. That route would only be considered if the trip was in the middle of the night. We always took the western loop on I-610.

On the second day in Houston I demonstrated the functionality and design of the AdDept system at the local IBM office. It went over very well.

I recently found in my notes from January of 2001 some of the items that were included in the contract that resulted from that presentation and subsequent negotiations.

I was surprised to discover that in 1997 Stage paid us over $8,000 for the expense payables, sales, MM Plus, and AdSEND (!) interfaces. No wonder we made so much money in those days. We have no choice but to give them the assistance they need to get the first three working. They don’t use AdSEND any more, thank goodness, and I am pretty certain that no one remembers that they paid for this. I don’t remember coding an expense interface for Stage, but we clearly did it in 1998.

As part of that initial contract the programmers at TSI wrote a great deal of new code. Stage Stores had more stores and fewer merchandise departments than the first few AdDept customers. In most of their markets they operated only one store. They were therefore much more interested in the ratios of media dollars spent on each store to the amount of sales that the store generated than in sales and expenses by department. To provide this information we wrote code to accept sales by store from the corporate systems. We also wrote a set of reports that showed the ratio of advertising expenses to sales for each store.

No one at Stage Stores had previously examined the broadcast (i.e., radio and television) advertising too carefully. The buys and audits were done by a lady (I don’t recall her name) from Reynolds Communications. She used SmartPlus⁵ software to make the schedule and audit the spots that each station ran. Stage soon discovered that she had been spending much too much money on television buys, especially in one-store markets in Louisiana. She knew that the company had a store in those markets, but she had no access to sales data.

As often seemed to happen in AdDept installations, this unexpected revelation allowed Stage Stores to save enough money on an inefficient use of funds to justify most of the cost of the entire system.

Brenda, Floyd, and Denise Bessette at TSI’s office.

Training and installation: In 1997 Stage sent three employees to TSI’s office in Enfield for several days of intensive training: Brenda, Floyd Smith⁶, and Hugo DuBois⁷. The emphasis of the training was on how to get the most out of the AdDept software in their environment.

Floyd was Brenda’s right-hand man in the business office. For the first few years—which (for reasons unrelated to the system) were rather chaotic—Floyd was the liaison between TSI and Stage. Hugo, a native of Belgium, managed the department’s local area network. He mainly worked with the production and creative people. I am not sure why he came to Enfield. Hugo’s only role in the project was to connect the network to the AS/400 and to install and configure the software on individual PC’s and Macs so that the department’s employees could access the AdDept system.

After the AS/400 had been delivered, and the network was connected to it, I flew to Houston to install the AdDept software and configure the database. Over the next few months I returned to help them deal with problems, to show them how to use new features, and to gather ideas about further development. I soon discovered that there was a better way to get from Connecticut to Stage. On most trips I flew on Delta or American and landed at Houston’s smaller airport, Hobby. Not only was it much closer to Stage, but there was usually a better choice of flight times.

Denise, Floyd, Hugo, the top of Brenda’s head, and Steve Shaw at TSI’s office.

Within a year or so the system was running fairly smoothly. Then in 1998 Brenda left Stage Stores, and for a while Floyd ran the advertising business office. His primary assistant was Toni Young⁸. One of the primary AdDept users was Renee Mottu⁹, who managed the expense invoices.

Fortunately for TSI, for the next year our involvement with Stage was reduced to answering phone calls and resolving mundane issues. I say “fortunately” because even though Stage Stores declared Chapter 11 bankruptcy in 1999, the effect on TSI’s bottom line was minimal. The effect on daily life in Stage’s advertising department was for a considerable period much more severe. My notes after a visit to their headquarters in January of 2000 stressed that “Those poor people spend half of their time trying to persuade newspapers to run their ads.”

Karen is in the red jacket. The man who is obscuring Floyd is, I think, the Advertising Director.

Brenda was replaced by Karen Peltz, who had held a similar position at Foley’s¹⁰, the chain of department stores owned by the May Company that was also based in Houston. At the time Foley’s had been using AdDept to solve various problems in its advertising department for five years. I had worked with Karen at Foley’s, but only a little. Eventually Floyd moved to another position at Stage Stores, and Toni Young managed the day-to-day operations of the marketing business office thereafter.

I had only a few interactions with Joanne Swartz¹¹, the Senior VP of Marketing, and the guy who was Advertising Director. I do not remember his name. I think that Karen reported directly to Joanne.

I dealt with two people in the media area. The woman’s name was Deidre Prince¹¹. I do not remember the guy’s name, and it is not in the notes. I also remember Sandra Green, who used AdDept for buying newspaper space. She seemed to have a lot more difficulty using the system than anyone else did.

My notes: I discovered quite a few email messages that I sent back to TSI’s office from Stage. They are dated between October 1999 and January 2001. I’ll start withe the earliest one

The New Skin bottle and the shaving/ medical kit that I kept it in.

Not a great start today. I woke up at 6 AM. I got up and stumbled around the hotel room for a few minutes. I ironed some shirts and pants. At 6:55 I shaved. I looked in the mirror and saw Dracula. The blood was pouring from my lip. It took over 40 minutes for it to stop bleeding. I painted the New Skin on it. I got dressed and went to Stage. The New Skin held until almost 5 PM. Then I bled all over my shirt and pants, but this time I got it to stop in only about five minutes. Life on the road is so glamorous.
Renee Mottu is looking for suggestions as to how to remove two possums that have taken up residence beneath her mobile home. She rejected my idea of sending in a dachshund. She said that the possums would eat a dog.
I didn’t get to run tonight. Toni Young told me about a good trail. I put on my running duds, followed her directions, and drove around for about 25 minutes looking for the place. I never found it. I drove back to the hotel, got some food, and settled into my room to watch “Norm” and “The Drew Carey” show.

I am pretty sure that the woman with the big hair to the right of Floyd is Renee Mottu. I don’t remember the names of the other two ladies.

The first paragraph refers to a blue-black circle that appeared on my left lower lip in the nineties. It has never caused any pain, and it has not bled in the last decade or so. The story of Renee and her possum continued for a few visits. Before reading the above I had totally forgotten that for a while Norm McDonald had a network television show.

The following are from the subsequent two days on the same trip.

It was in the 80’s here yesterday, but it felt cooler. There was almost no humidity, which is rare for Houston. Floyd’s office was freezing. He has an electric heater in his office. We had it running most of the day even though we had six people crowded around his PC all day long. I brought sweaters, and I will wear one today.
Stage has network printers. We sent a 40-page report to Floyd’s printer about noon. It was still in SND status when I left at 6 PM. Floyd said it will sometimes not print until the next morning. Have they ever complained about this? I think the culprit may be the faxing. They were faxing all day yesterday.
I noticed at Stage that their floors must not be very level. The pieces of their desk units come together at angles. I also noticed that some units were raised off the floor as much as an inch on one side.
I don’t think that I could possibly in good conscience approve more than five months for the palm tree research project at this time.
How much do you think is the monthly fee that Reynolds Communications charges Stage to handle (including auditing and approving invoices from stations) their broadcast advertising?

I don’t remember the precise answer to the last question, but I am pretty sure that there were two digits to the left of the comma. The next set of emails came from the trip that began on January 11, 2000.

This Silver Medallion card expired many years ago.

I was dreading the flight to Atlanta. I envisioned myself standing in line with the common people now that my silver medallion card has expired. I was delighted to discover that my ticket still says “Silver Medallion.” Half of the flight got on with the medallion status group.
The phone on my seat on the flight from Hartford to Atlanta has a little LCD display. It discloses the NASDAQ closing price every few minutes along with advertisements for various ways to spend your money on the phone.
A lady on the Atlanta flight has striped hair. Not streaks, stripes. She has brown hair intermixed with ½” blonde stripes. I guess it is a look.
The flight from Atlanta to Houston sat in the gate for about 20 minutes. Then we got in the usual long line to take off. It must have been over 100 degrees in the cabin by the time we hit the skies. The guy in the seat in front of me pushed his seat all the way back. I have therefore had to turn 45 degrees and put my laptop on my lap. Even so it is uncomfortable to type. Thankfully there is no one next to me.
Listening to Kiri Te Kanawa sure beats listening to salesmen. On my last few flights the planes were full of families and college students. The passengers on both of Tuesday night’s flights have been mostly middle-aged men.
I still have a 45 minute drive ahead of me after this flight, which won’t get in until about 11:00 central time. I need some caffeine.
I used the air conditioner in the car all the way from the airport to the motel.
… Renee Mottu asked me to hire her. I told her that we needed experienced, or at least trained, programmers. She pressed me on this. She said that she was sure she could learn programming and that Floyd would give her a good reference. By the way, she said all of this in front of Floyd.

I remembered to ask Renee what happened to the possums living under her trailer. She said they were still there. I repeated my recommendation about the dog. She said she didn’t have one. I said she should borrow one. She asked me (!) if I knew anyone who had a dog she could use. Later I heard her walking around intoning “Does anyone have a dog I can borrow?”

I think that by 2001 Stage Stores must have been emerging from bankruptcy and resuming their strategy of expansion by purchasing other chains. The biggest of those was the acquisition of Peebles, a chain of 125 department stores based in South Hill, VA.

For some reason the management at Stage wanted to keep track of all expenses and co-op income of the Peebles stores separately. This was the first, but not the last, time that I installed a second AdDept database on the same AS/400. There was still only one set of programs, but each user had two AS/400 user ID’s. Their profiles determined which database would be used.

Here are some of my notes from January of 2001:

Leaping Lanny Poppo became one late in his wrestling career

The meeting in the afternoon went well. Joanne, the advertising VP introduced me as “the resident genius.” The project has been scaled down. We need to be able to do accruals at the store level for media and production at the store level. We also need to be able to do prepaid to expense. One unusual wrinkle is that they do not want to allocate creative costs to stores. They want to be able to get ratios of advertising expense to sales from AdDept, but we must be able to reconcile this with what is in the G/L.
I was glad that I was an outsider at this meeting. The politics was just barely below the surface. Chuck, who I think is the CFO, put Joanne on the spot about something that was not even on the agenda. Their explanations were not at all impressive. The experience had the happy effect of reminding why I did not like working at a larger company.
Toni Young says that she thinks that Renee Mottu never got rid of her possums.
It turns out that what Stage really wants to do most is to start using what they have and what we have previously proposed—SmartPlus interface, sales interface, and expense payables interface. They spoke of the SmartPlus interface as if it were a done deal. I don’t recall them purchasing this module. I brought back the file layout for the expense interface. I did not come back with a lot of specs for new projects. Believe it or not, they want another week of my time. Both Karen and Joanne (the Senior VP) seriously asked me to stay over the weekend and spend next week in Houston. I didn’t tell them this, but I don’t think that I could have lasted for 24 days.
01/07/01: I was surprised to discover that in 1997 Stage paid us over $8,000 for the expense payables, sales, MM Plus, and AdSEND (!) interfaces. No wonder we made so much money in those days. We have no choice but to give them the assistance they need to get the first three working. They don’t use AdSEND any more, thank goodness, and I am pretty certain that no one remembers that they paid for this. I don’t remember coding an expense interface for Stage, but we clearly did it in 1998. I will write up a quote to change it to work the way that the new documentation states.
Toni Young said that she thinks that Renee Mottu had not solved her possum problem.
I saw a sign at Stage Stores offering a $3,000 bonus to any employee that refers someone hired as a senior analyst in IS. The candidate must have five years of COBOL or Oracle experience.

Evidently I had already scheduled most of the rest of the month of January 2001 to travel to other clients so that if I had agreed to stay in Houston over the weekend and the following week, I would have been on the road for twenty-four days in a row! In those days we were charging $1,000 per day for my time. If Stage had still been in Chapter 11, I doubt that they would have proposed spending another $7,000 for another week of my presence. The bankruptcy court would have needed to approve the expense.

AdSend was a service offered by the Associated Press for sending the images of ad layouts to the newspapers. Hugo once told me that the company had twelve T-1 lines (TSI had one), and, according to him it was not nearly enough.

The neighborhood: Stage seemed to be a nice place to work. The headquarters was a fairly nice building located on the south side of Houston. They always provided me with a comfortable place to work, and there was ample parking in spaces reserved for vendors. The building also had a cafeteria that offered good food at very reasonable prices. I always ate lunch there, usually by myself. Many employees arrived at work early and ate breakfast there.

I took this photo of Enron Field under construction. It is now called Minute Maid Park.

It was not too easy to reach by a car driven from the south. Just north of the building Main Street became a divided highway with restricted access. Since I always stayed in a hotel north of the building, I had to drive my rental car to the first exit, drive under the highway, and then take the access road back to Stage’s driveway.

Most of Houston’s explosive growth had been in other directions. There was not much south of Stage’s location. However, just north of the building were the medical centers for which Houston was famous and Enron Field, which is where the Houston Astros played after the Astrodome was abandoned in 1999. I got to see (and photograph) the construction of the new stadium.

According to Yelp Marco’s is closed, but it still has a website.

I usually stayed in a Hampton Inn a few blocks from the stadium. My favorite restaurant was a Mexican place called Marco’s. Located in a hard-to-reach strip mall near my hotel, it was where I first became acquainted with tacos al carbon, one of my favorite dishes. Marco’s had ridiculously low prices. I often told the manager that they should open restaurants in the northeast. They could have doubled their prices and still filled the place every night.

During a couple of multi-day trips to Stage I met up with Sue’s cousin, Mark Davis, for supper. He worked for Exxon Mobil. We usually at an Olive Garden. The conversation was better than the food.

I jogged on the streets near the hotel nearly every evening when I visited Stage. I worked out a route that kept me on streets that had very little traffic.

Eventually I discovered a delightful dirt track that surrounded a golf course in Memorial Park. I drove there every chance that I got. A loop around the track was a little less than three miles. I usually did two loops. There is no chance that I would ever move to Texas. However, if I did, it would be to Houston, and the primary motive would be to gain access to this track every day.

The people: I was quite surprised by the LinkedIn pages of the people with whom I worked at Stage. We had not done much work for the company after 2008 or so. Consequently, I really had no idea who was still working there after that. I discovered that many of them remained at Stage Stores quite a long time after I last saw them or talked with them.

TSI’s initial contact, Brenda, departed in 1998. I don’t know why she left Stage so soon after we did the installation. There might be a story there. I don’t recall ever hearing her name mentioned again.

I have many memories of Floyd. He was definitely a family man. He was always cheerful and business-minded. He always ate lunch at his desk. His office was not very large, but it had two doors, which he kept open. Some people used his office as a shortcut to get from one part of the marketing department to another. I was surprised when he and Toni seemed to switch jobs after Karen arrived. That was never explained to me. Floyd was employed by Stage Stores until 2011.

I was acquainted with Karen from her days at Foley’s. When she arrived at Stage, she made it clear to me that one of her top priorities was for the department to make better use of AdDept. A Republican, she assured all of us in January of 2001 that George W. Bush “will not be that bad.” After his two incredibly stupid wars and an economy that totally tanked while he and his cronies watched helplessly, most historian vehemently disagree.

Karen was, to my amazement, an avid biker—not mountain bikes, Harleys. She and her husband rode up to the big gathering in Sturgis, SD, at least once. I have always told people that if you saw me on a motorcycle, you can be certain that I will also be smoking a cigarette and showing off my piercings and tattoos.

Karen worked at Stage until 2013, twice as long as her stint at Foley’s. Her LinkedIn page lists no jobs after she left Stage Stores.

I remember that Hugo drove a Saturn—as did I during that period. His, however, was a coupe. If I had known that Saturn sold two-door cars, I would have bought one. Hugo stayed until 2017.

I did not really have much personal contact with Joanne, aside from that one meeting that they asked me to attend in 2001. I do remember that on one occasion I overheard Renee accosting her in the hallway. Renee said, quite loudly, “Joanne, I need a raise!” If Joanne replied, I did not hear the answer. Joanne left Stage Stores in 2012.

Toni apparently never left Stage Stores. The more that I worked with her the more that I respected her.

When I met Deidre I asked her if she was related to Diana Prince. She did not know whom I was talking about. I guess not everyone was a fan of Wonder Woman on TV and in the comic books.

I think that Deidre was our main contact when I showed the A^xN¹² system to the department in 2003 or 2004. They enthusiastically endorsed it and used it until they outsourced the buying of newspaper space to an outside company. Deidre left Stage in 2011.

Epilogue: I think that our last major dealings with Stage were the implementation of A^xN and the Peebles project. Nevertheless, they were still using AdDept when TSI went out of business in 2014.

Unlike most retailers Stage Stores continued to expand in the twenty-teens by acquiring other chains. In 2017 Stage acquired the assets of the Gordman’s chain of department stores and quickly converted all of them to sell off-priced items. This worked so well that they began to convert most of their other stores to the same format. In the November 2019-February 2020 quarter sales were up 19 percent¹⁴.

Then the pandemic struck and Stage Stores was stuck with a lot of debt and 738 stores that could not be expected to generate any revenue in the immediate future. The price of the company’s stock plummeted. In May of 2020 Stage entered Chapter 11 again, and in August it announced that it was liquidating all of its holdings.

1. For some reason SRI insisted on a new contract every year. We had contracts with all of our AdDept clients, but all of the others were open-ended.

2. There is also an unrelated chain of department stores with the Bealls moniker that is based in Florida. My unsuccessful pitch to that company is detailed here.

3. Years after TSI was closed SRI moved to an office building at 2425 West Loop South. I tried to use Google Maps to find the Main Street building with which I was so familiar, but I failed. I think that it must have been demolished.

4. Brenda’s LinkedIn page is here. I had trouble remember her last name. I sent an email to Floyd Smith asking if he knew it. He replied, “Sure. She is also on Facebook..” Confused, I asked again. Floyd wrote, “Suire is her last name. Sorry about that spell check changed it last time.”

5. The Media Management Plus product was renamed SmartPlus. I think that this may have happened when the company was purchased by Arbitron, the rating service. On the Internet I found a very detailed description of what SmartPlus did. It is posted here.

6. Floyd’s LinkedIn page is here.

7. Hugo’s LinkedIn page can be viewed here.

8. In 1997 I was only 49. I was shocked that year to learn that Toni Young, who was younger than I was, had a grandchild who was by no means an infant. Her LinkedIn page is here.

9. I found no LinkedIn page for Renee Mottu. Her Facebook page is here. I was surprised to discover that it contained even less than mine does.

10. A great deal more has been written about the AdDept installation at Foley’s. The account is posted here.

11. Joanne Swartz’s LinkedIn page can be viewed here.

12. Deidre Prince’s LinkedIn page is here.

13. A^xN was the name that I gave to TSI’s Internet program for management of insertion orders that AdDept users sent to newspapers. Its system design is explicated here. The marketing history is described here. Stage’s use of the system was one of the main reason that the number of subscribing newspapers grew so large—at one point over four hundred!

14. The Philadelphia Inquirer picked up this story from the Washington Post and posted it here.

1997-2005 AdDept Client: Proffitt’s Inc./Saks Inc.

Posted on August 13, 2021 by Mike

Holding company in Birmingham, AL. Continue reading →

Proffitt’s (under the name of the Elliott-Proffitt Co.) began in 1919 as a department store in downtown Maryville (locally pronounced MARE vuhl) TN. Decades after it became a chain of department stores TSI’s AdDept system was installed in its advertising department. The account of that process is detailed here.

In 1984 the company and all of its stores were purchased by the RBM Acquisitions Co. It was led by R. Brad Martin, who had previously been a very young member of the Tennessee Legislature and a real estate mogul. Proffitt’s Inc. soon began an ambitious series of acquisitions and openings of new stores. In 1994 it purchased McRae’s, a chain of department stores based in Jackson, MS, that was actually larger than Proffitt’s by any measure except ambition.

Previous new stores that had been purchased by RBM were run under the Proffitt’s logo and administered from the company’s headquarters in Alcoa, TN. McRae’s was allowed to run as a separate division, as were subsequent acquisitions of the Parisian, Younkers, Herberger’s, and Carson Pirie Scott.

The lobby in Birmingham was rather impressive.

After the Parisian division was acquired, the corporate headquarters was moved to a beautiful office located at 750 Lakeshore Parkway² on the north side of Birmingham, AL. However, all advertising was still administered by each local division in its home location. The data center and the IT department were at McRae’s headquarters in Jackson, MS.

TSI had repeatedly sent promotional materials to advertising directors at each of the divisions. Doug Pease, TSI’s marketing director, followed up on the mailings and eventually encountered Fran Jose², who was a top executive of Proffitt’s Marketing Group (PMG), the organization that supervised the advertising departments in the divisions. He was impressed enough with the AdDept system that PMG made the decision to implement it in each of the advertising departments. By the time that I got involved in this endeavor Fran had moved on. This was fine. Doug referred to him as “a little Napoleon”.

In 1998 Proffitt’s Inc. bought Saks Fifth Avenue and immediately changed the name of the company to Saks Inc. AdDept had been installed in all of the divisions, including Saks, although Carson’s was no longer using the system (as explained here). In 2000 Martin divided the company into two divisions. One was Saks, the other was everyone else. Martin then moved to New York and ran Saks with little success for a few years before he had to sell it and all of the other pieces of his crumbling empire.

The people: I dealt mostly with Steve VeZain³, who hailed from Louisiana and LSU. He joined PMG in September of 1997. Steve had rather grandiose plans about managing the advertising departments of the various divisions. He made a couple of trips to visit TSI to discuss some of them. Only a few of those were ever put into play. I have rather extensive notes dating from 1999 about our interactions.

Steve’s wife worked in the same building in Birmingham as he did, but I think that she was a buyer or maybe the boss of buyers for the Parisian.

Steve took me to supper several times when I was in Birmingham. His favorite restaurant was Joe’s Crab Shack. I think that his wife accompanied us on one occasion.

I fond the above photo after I had posted this entry. I think that it must have been taken in 1996 or 1997 after the installation at Younkers but before the installation at Proffitt’s. I have no memory of this meeting, but attached post-its identified the participants. From left to right they were Tom Henry from Proffitt’s, Roger Wolf from Younkers, Tom Waltz and Cindy Karnoupakis from Proffitt’s, a guy named Chris from Younkers, and Steve VeZain.

One of Steve’s first moves was to hire Josh Hill, a native of Minnesota who was a recent graduate of the University of Alabama at Birmingham. In fact, Despite his accent, Josh was designated as Mr. UAB in 1997.

I spent a fair amount of time with Josh at various divisions. Steve sent him to oversee some of the AdDept installations, and he accompanied Steve on at least one of his visits to TSI.

Josh liked to lift weights and to ride his motorcycle at high speeds. I don’t know why he (or anyone else who grew up north of the Mason-Dixon line) decided to come to Birmingham for his education.

In late 1999 my sister, Jamie Lisella, quit working at TSI and moved to Birmingham to work for Steve VeZain at PMG. The circumstances have been detailed here.

In January of 2000 Jamie told me that Josh’s car had been involved in a serious accident, but he was OK. She also informed me that the employees at Saks Inc. were allowed to sign on to the Internet, and many of them wasted a lot of time there.

I have only sketchy memories of others who worked at PMG (or whatever it was later called). Kathy D’Andrea kept the corporate books for marketing. I don’t remember her, but I found a photo of her. One of the documents that I found mentions that she would be at Herberger’s at the same time that I was scheduled, but I do not remember seeing her there.

Dave Weeast was in charge of the AS/400’s for all of the divisions. We dealt with him fairly often, but I don’t think that I ever met him. I think that he worked in Jackson, MS, for Windell Manuel⁵.

I have no recollection of Corky Wicks⁶, who worked as a business analyst for the company from 1997-2006, but his name is in my notes.

By March of 2001 Jamie had left Saks Inc. I found an email from her to Dave Weeast and Windell Manuel, about the five AS/400’s that had been running AdDept.

What was the purpose of PMG? I had the impression that it did not have a specific agenda. Perhaps the idea was to impose standards upon the advertising departments of the divisions that had, in most cases, been operating independently for decades. What standards? I think that was a big part of the problem. TSI probably did not help. One of our selling points was that the system was easily adaptable to different philosophies of the administration of marketing. Some of the procedures used by the divisions were real outliers.

I think that Steve, Josh, and Jamie had all left Saks by early 2001. Perhaps the marketing group itself had been disbanded. The other organizations that we had worked with had nothing that was similar to PMG.

SPM: All five divisions (and even Saks Fifth Avenue) had been using an ad agency named SPM to place their newspaper ads. Saks dropped them some time in 1997 or 1998. All of the divisions hated working with SPM. Steve decided to drop them in the Spring of 1999. This was a break for TSI. All the divisions suddenly needed to produce insertion orders. We were rapidly able to implement insertion orders and faxing without too much difficulty.

Three interesting visits: This event was not mentioned in my notes, and so it probably happened before July of 1999. When I arrived in Birmingham on the first day of that visit Steve told me that he wanted me to attend a demonstration of a system that was being used for some aspect of either creation or production of ads at Carson’s.

The demo was conducted by two people from a software company that I had never heard of. These two guys were accompanied by Ed Carroll, who was still the Senior VP there. I knew him fairly well. He was the SVP at P.A. Bergner when the company declared bankruptcy in the middle of the AdDept installation. When Ed Carroll saw me he greeted me with a sarcastic “What are YOU doing here?”

I wasn’t quite sure myself. Steve had said that they were interested in implementing an interface with AdDept. After the demo—which I did not think was very good—I went to wherever I was supposed to be on this trip, probably upstairs in the Parisian advertising department. I later asked Steve if he wanted me to pursue this and quote an interface. He quickly dismissed that idea.

On another trip the SVP of advertising for Herberger’s—I don’t remember his name—was there for a meeting. At the time Herberger’s was about open two new stores in the Minneapolis area. They had scheduled an open house to hire people to work in the stores, but they had forgotten to run ads in the local newspapers. He spent several hours on the phone with local radio stations dictating copy to them and begging them to run ads for his company. I found it amazing that he did not trust anyone back in St. Cloud to handle this for him.

I also encountered the advertising director from Saks Fifth Avenue, the company that had just been acquired. I don’t remember her name, but at the time I knew her fairly well. I always wondered why she was in Birmingham that day. Maybe they were just telling her not to worry about any interference in the way that SFA did business.

The big project: At the end of July in 1999 Steve and Josh came to TSI’s office and described how they wanted a system for the corporate marketing group that was fed by the other five systems. Apparently they were able to sign on to the systems and get some of the information that they wanted. However, they wanted all of this to happen automatically when the departments closed their books at the end of the month.

I could see many problems. The divisions did not all play by the same rules. The May Company and Macy’s had methods of standardizing the reporting of their many and diverse divisions. I knew that some of the Saks Inc. divisions were keeping their records in ways that were anything but standard. I am not sure that some of them were even legal. This sounded to Denise Bessette and me like a huge amount of work with no evident benefit.

Problems at the divisions: My notes from 2000 foreshadow some big problems that were beginning to appear:

The infrastructure at the divisions needs attention. Each division has only one printer, and it fails often. They should get the most recent version of Client Access and set up sessions for the printers (at least some of which were put on the Mac networks for some reason). Some divisions use a version of 5PM Mac software that has bugs. Dave Weeast is in charge of all of the AS/400’s in Saks Inc., and he is hard to get in touch with.
The divisions cannot approve requests unless they take it out of their own budgets, which they will do under practically no circumstances. The current process for approving requests is difficult. The divisions request something. Denise and I write a description of it and send it to Jamie. She runs it by Steve when she gets a chance. There are dozens of issues from the divisions from the pre-Jamie period that have never been addressed. If Steve thinks there is some merit in the request (which usually means that one of the Senior VP’s has been yelling at him), he tells me to quote it. I quote it and send the quote to Jamie. She tries to get Steve to look at it and approve it.

I can’t look at hobbles, and I can’t stand fences. Don’t fence me in.

The email: By 2000 AdDept systems had been installed on separate AS/400 systems in Des Moines IA (Younkers), Alcoa TN (Proffitt’s), Jackson MI (McRae’s), St. Cloud MN (Herberger’s), and Birmingham (Parisian). When the responsibility for advertising for McRae’s was transferred to the Proffitt’s division, and the ad scheduling for Herberger’s was moved to the Carson’s division, Jamie arranged for the McRae’s and the Herberger’s AS/400 systems to be shipped to the computer room in Birmingham. I know this because I was a cc on an email that she sent to Dave Weeast and Windell Manuel on March 29 of 2001.

Dave, Windell,
I understand there is some confusion regarding the location and status of the five AS/400’s that I administered. I will be happy to work with the two of you to facilitate any restructuring of these systems. I would prefer to communicate only with you, as I have not had much, if any, cooperation from the personnel in Birmingham and I am tired of doing charity work. I reviewed this information repeatedly with management and IT staff at Saks Inc. prior to my departure. I would like to reiterate that sending one of these AS/400’s to Jackson for their big ticket system was being done as a favor.
There are three systems on hand in Birmingham; PARADV, HERBADV and MCRAEADV. All three boxes are located in the computer room on the second floor. The PARADV system is active and used by the advertising department of Parisian. Operating system level is V4R2, but the upgrade package V4R4 is on hand in Birmingham.
HERBADV and MCRAEADV are the surplus AS/400 systems due to fusion. I had these boxes transported to Birmingham last fall and upgraded the operating systems on both to V4R4. The IP addresses for network connection for these systems has been issued through Jackson and changed on both of the AS/400’s. However, the connection failed. I had been working with Jerry Aultman in Birmingham’s IT Department to get this resolved. My hunch is that the problem lies with the DNS entry, or lack thereof. Additionally, the advertising personnel also utilize the IBM FAX/400 product which requires installation of an inbound and outbound fax line via 7852 modem.
I ordered these lines through Jeff Bass. Although I provided him with account numbers to pay for installation and usage on these lines, as of my departure on 3/14, I had not been advised that they were installed and functional.
The fourth system, YNKADV, is physically located in Des Moines. This machine is an older model 40e. This is the system I had planned to ship to Jackson for the Big Ticket application. Before it can be shipped, the network connection on the HERBADV AS/400 must be resolved and the MAC connectivity issues addressed. Two phone lines must be active. The base AdDept software application is intact on this box. The data libraries for TSI’s AdDept application need to be copied and installed. TSI will need to consult on this process, as well as the installation of any subsequent custom software programming and the fax configuration. I have cleared out the user profiles on the HERBADV box and added the current Younkers’ users.
I had also planned to move the existing PROFADV system (located in Alcoa, TN – V4R2- also an older model) to the MCRAEADV box. The MCRAEADV system holds the base software previously used by McRae’s advertising personnel. This will be an advantage on the software side. Once again, the network, phone, fax and software issues described above apply to PROFADV, also.
All of these AS/400’s are covered by a software subscription valid through December, 2001. PARADV, HERBADV, MCRAEADV and PROFADV are all covered by a one-year, 24 x 7, focal point contract for IBM hardware and software. The YNKADV system is set up on monthly maintenance, so that the monthly payment could be assumed by Jackson after it is transported there. However, I did purchase a software subscription for YNKADV, so the Jackson personnel could order the OS upgrade at no cost. Mike Wavada at TSI should be able to assist with any questions regarding the IBM maintenance, as they were purchased through his company as a business partner with first right of refusal.
If there are any additional issues, please let me know.

I found this email remarkable. I don’t remember what model of AS/400 Younkers had, but there was never a model e40. However, the most remarkable thing was that Jamie had, at least according to this email, arranged for the two boxes to be shipped from St. Cloud and Jackson. I doubt that anyone cared much about the box in Herberger’s advertising department, but the one in Jackson was in the corporate data center. I cannot imagine how she had managed to get it out of there. It took a lot of chutzpah and, I imagine, some maneuvering.

After Steve, Jamie, and (presumably) Josh left Saks Inc. in 2001, we still had rather good relationships with the advertising people at Younkers, Proffitt’s, Parisian, and, especially, Saks Fifth Avenue. We were never able to convince Carson’s to use the AdDept system even after the division was purchased by the Bon Ton, which had been using it for years.

1. Incredibly, Brad Martin has no Wikipedia page. A biography is posted here.

2. Beautiful photos of this building were posted here. It is apparently occupied in 2022 by Evonik Industries.

3. I don’t think that I ever got to meet Fran Jose. He does not appear to have a LinkedIn page.

4. Steve VeZain left Saks Inc. in 2001. His LinkedIn page is here.

5. 6. Windell Manuel’s LinkedIn page is here.

6. Corky Wicks LinkedIn page is here.

7. SPM was affiliated with an agency that handled newspaper advertising for Sears and a few other retailers. The two agencies were across the street from each other. I met with them when I visited Sears. That adventure is recounted here. In 2023 SPM was still in business. Its website could be found here.

2000-2002 TSI: AdDept Client: Meier & Frank

Posted on July 23, 2021 by Mike

Department store division of the May Co. with headquarters in Portland, OR. Continue reading →

Since 1932 M&F’s flagship store had occupied an entire block in downtown Portland.

Meier & Frank was a chain of departments stores owned by the May Company. Its headquarters was in Portland, OR. TSI never pitched the AdDept system to the store’s advertising department. In 1998 the May Company decided to order AdDept systems for the three department store divisions that were not already using it—Robinsons-May, Meier & Frank, and Filene’s.

M&F was by far the smallest of the May Company’s department store divisions. At the time of the installation it had only seven stores, which made it barely a quarter the size of the next smallest division.

These installations were quite different from the other systems that TSI had installed at May Co. divisions. They began with three days of rather intense sessions in TSI’s office in Enfield. We were teaching them about the system design of AdDept, and they were informing us about their policies and expectations for the system.

The previous May Co. installations began with a site visit in which I had learned about each department’s business procedures and priorities. TSI then presented a formal proposal for the base system and any custom code that I thought was needed. Only after the system had been delivered and installed did we provide training, and it took place at the company’s location.

At some point in 1996 a group of people from M&F visited TSI’s office for orientation and training. Those sessions were also attended by people who would be involved with the installation at Rob-May. Robert Myers, with whom we worked in the AdDept installation in the advertising department of the Foley’s division (described here), also was there to provide the perspective of a user of the system.

I found several photos that I took on the occasion of their visit as well as photos that I took in Portland. Since I was still using disposable cameras in those days, the quality of the prints is not great. I was lucky to have this much. On one trip I left a camera that was full of photos in my rental car. I called Avis on my next visit and learned that they had found the camera. They later mailed it to me.

The people: The photo at the left was taken after one of the training days in Enfield. On the last evening we all went to the Mill on the River restaurant, but I think that this photo might have been taken at a different place.

Robert Myers was seated next to me. In the photo he is on the far right. Three representatives of M&F are on the left. I am pretty sure that the guy with glasses was Brent Stapleton¹, who managed the departmental network and was our liaison for the first part of the project. I do not remember the name of the fellow on his left, but I am pretty sure that his hobby was making root beer at home. He might have been Steve Mulligan, the Co-op Coordinator who moved to Ireland the following summer. I don’t remember the woman’s name or function, and I don’t recognize the next fellow. He might have been from Robinsons-May. None of these people appear in any of the photos that I took on my trips to Portland.

The last person on the left side of the table was definitely Doug Pease, TSI’s Marketing Director, who sat in on some of the training sessions. The other two people were from Rob-May and are described here.

The system was not actually installed at M&F until March of 2000. I think that they postponed it because Kaufmann’s and Rob-May were higher priorities.

The next five photos were taken at the department’s office on the thirteenth floor of the flagship store in Portland. The building had fifteen floors.

In the photo on the right, the seated woman was Dori Tierney², who was responsible for scheduling M&F’s ads in the newspapers. She also produced the weekly calendar that was the primary document that was used by many people inside the department and out. The other woman was her boss, Sheila Wilson³, the Newspaper Manager. She formerly had worked at Hecht’s.

In the first year of the installation I worked with Dori more than anyone else because producing that calendar was the department’s first objective for the AdDept system.

I am almost certain that the woman surrounded by papers in the photo on the left was Kathy Reed, the Business Office Manager. One of her primary responsibilities was to produce at the end of the month the report of expenses and co-op income by CCN in the May Company’s required format, the so-called 790. AdDept produced this at all of the other divisions. We never succeeded at completely automating that process at M&F for reasons that are explained in the section about AdDept projects below.

I have no recollection of the people in the photo at right. Maybe I took this shot because they were both so photogenic.

Many of the people in the advertising department at M&F did their work on clunky old IBM PC’s. They complained that all of their machines were hand-me-downs from their counterparts at Robinsons-May in California.

I took the two photos shown above at the M&F office in Portland, OR. I do not remember the name or function of the woman on the left. The guy on the right was Bryan Kipp, the Planning Manager.

From searches on LinkedIn I discovered that the Broadcast Manager at the time was Shauna Thompson, and the Direct Mail Manager was Linda Farrington. I probably worked with both of them.

The first visit: A month or so after the training session in Enfield Doug Pease and I flew out to Portland so that I could install the TSI software on the AS/400 that IBM had delivered. We also met with several executives to make sure that we understood and could address the department’s priorities.

I was surprised to see that the entirety of eastern Oregon was essentially desolate, and the coast was so rugged as to be almost uninhabitable. The majority of Oregonians were concentrated in the cities along the Willamette River.

Multnomah falls is about 30 miles east of Portland on the Columbia River.

In those days it was much cheaper to fly on Saturday than on Sunday, and Doug and I did that on the first trip. I found among my M&F photos several of Mt. Hood and Multnomah Falls. On Sunday we took our rental car on a spin around the very scenic areas east of Portland. Kate Behart and I had also visited these sites on a sales trip to Fred Meyer⁴, another retailer based in Portland, a few years earlier.

The Senior Vice-president of Marketing at M&F was Emily White⁵, whom Doug knew from when they both worked in the advertising department of the G. Fox department store chain in Hartford. She knew about TSI’s capabilities from her time at Macy’s West. The Advertising Director was Laura Rutenis⁶. I think that she had previously worked at Hecht’s.

On the first visit Doug and I spent quite a bit of time talking with Emily and Laura. They explained their difficulty as the smallest of the May Co. divisions. They had far fewer employees than the other divisions, but their stores had just as many selling departments, and they ran just as many ads (in fewer newspapers, of course), and they were expected to produce the same reports as all the other divisions.

The primary objective of the AdDept system would be to get the module for newspaper ads up and running as quickly as possible and to produce their weekly calendar in the format that they currently used. At the same time the quantitative and qualitative information for ads for all of the other media needed to be entered into the system so that all the expenses could be entered in AdDept (or imported from PC systems) and uploaded to the corporate accounting system. So, the remainder of the time on the first visit was spent familiarizing the employees with the programs for entering the data and showing them how to check their work.

The projects: I don’t remember much about most projects that we did for M&F. I am sure that the May Company wanted them to produce the 790 report using the AdDept system’s cost accounting programs. That would require them to enter (or upload from another source) all the expenses from every media. I am pretty sure that we reached the point at which all of the necessary data was in the system.

Nevertheless, AdDept never produced the 790 report at M&F because the department’s Business Office Manager had been fudging some of the allocations required by the May Co. The corporation’s internal auditor surely knew about this, but she had no assistants to help her in the Business Office, and it would not have been practical for her to implement all the required steps within the strict time restraints. I thought that it would be feasible for her to do it in AdDept, but I could understand why she did not want to commit to a process that she could never verify produced results that were consistent with her existing methods. Also, she was more confident that she could meet the deadline every month without using AdDept.

I definitely remember spending many hours working on the weekly advertising calendar, which was designed to be printed on a special Hewlett-Packard laser printer that the advertising department had purchased. It could handle very large forms. Printing from the AS/400 was ordinarily limited to text of at most 198 characters per line and a single non-proportional font, Courier New. So, it would not be easy to replicate what they were doing.

Every advertising department that we worked with produced a calendar that was the basis of communication with other departments and the brass. In every other case we had been able to convince them that what the AS/400 could produce in the usual way—with whatever changes they needed—would suffice. The alternative was for us to produce output files that could be downloaded to a PC and formatted for printing in Word, Excel, or other software, and a few chose that method. The people at M&F insisted that that was not good enough. They needed the calendar the way it currently looked and they did not want to take extra steps to provide it.

In order to produce the calendar that they required I decided to make use of research and coding involving PCL, the language that Hewlett-Packard’s printers used. Instead of creating “spooled files” that the AS/400 translated into PCL using its printer drivers, the program that I wrote for M&F created files of instructions that were sent directly to the printer. They bypassed the AS/400’s drivers because the files were already in the language that the printer understood.

This approach had the advantage of allowing the use of proportional fonts such as Ariel or Times Roman. It also allowed the use of simple graphics such as boxes, variable font weights and sizes, italics, bolding, etc. The end result was definitely more attractive, but the big advantage was that the format was already familiar to the executives from other departments to whom it was delivered. It could all fit on one page that included attractive fonts, boxes, and other things that no one ever saw on a computerized report in the nineties.

From TSI’s perspective there were, however, serious disadvantages to this kind of approach. None of the other people at TSI were even slightly familiar with PCL. On this project I wrote all of the code myself.

By 1998 I was generating only a fairly small percentage of the new code at TSI’s office. I spent the bulk of my time traveling to clients, installing new systems, training, writing up proposals for new systems, modules, and requests for custom programming. I also had important administrative obligations, including locating more appropriate offices for TSI.

I suppose that I could have asked Denise Bessette, TSI’s VP of Product Development to learn PCL 5 from the handbook that I had found somewhere, but there was no guarantee that we would ever use this technique again. Besides, time was of the essence, and she already had a lot on her plate. By far the fastest way to deliver the code was for me to do it. There definitely was too little time for me to teach her in a formal setting how it worked.

Also, as will become obvious, the logistics would not have worked if the programming “team” had more than one member. Denise did not want to travel more than necessary.

Another big disadvantage was that it took much longer to write code for the printer than to write reports that could be sent to the printer driver for translation. We had been using the AS/400 long enough that we had that process down pat.

Furthermore, because TSI did not have a printer that could handle the oversized form, there was no way to test the finished product in the office in Enfield. I had to write little programs that produced segments of the calendar, test them on an HP printer that we did have, and then write the code that stitched them together. Also, I could not even look at the output on the screen. I ended up delivering the code to M&F in person and testing it at their site with real data.

I should mention that Denise did not like this kind of cowboy coding at all. She thought that everything should go through the tried-and-true process.

Finally, if M&F had run into problems with the calendar when I was on the road—which I often was during that period—Denise and the programmers might have trouble isolating the cause.

In retrospect it might have made sense for me to decline this project. Someone from the May Company would probably have stepped in to help them find a reasonable substitute. However, I wanted a happy client, and I was quite sure that the people at M&F would not have been happy with anything less than what I did.

I did get the calendar program to work, and I do not remember them reporting problems with it after the first few days. I might have needed to make small changes to handle situations that they forgot to tell me about. That almost always happened.

According to my notes by February 25, 2000, things were going reasonably well:

So far I have not picked up specs for a lot of custom programming. I spent much of yesterday working on the calendar and the insertion orders. I finally got the calendar so that it is exactly the way they wanted it. The first faxed insertion order cut off the top ten lines of the page. I fixed it by rotating 270 degrees instead of 90. I can’t understand why that would make a difference. We also had a query class for the people who have some experience in working with AdDept.

Life in the M&F advertising department: In general the people in the department, like nearly everyone that I met from the May Co., were hard-working and enthusiastic about their jobs. They did feel that they were the parent company’s ugly step-child, and there were many things besides the outdated electronic equipment to bolster that feeling. For example, there were no restrooms on the thirteenth floor that the department occupied. The store’s selling floors certainly had very nice restrooms, and the employees were allowed to use them. However, that involved taking an elevator down from the thirteenth floor and back, which could add several minutes to the project.

The alternative was to climb the stairs up to the fourteenth floor. That floor must have had a purpose at one time, but by 1998 it was just a relatively empty area with plumbing. I found it sort of exciting to go up there. It was like being in someone else’s attic. You never could predict what had been put up there just to be out of the way.

I used the men’s room up there whenever I felt adventurous. It was quicker, and I had very low standards in those days. The picture on the right is surely worth a thousand words. There was only one stall in the men’s room, but it was almost never occupied even though, as you can see, the one urinal was permanently out of order. The sign on it helpfully advised “DON’T PEE HERE.” Someone had added a “K” to the verb.

I seem to recall that there was also a ladies’ room up there, but it did not get used much. At any rate I did not try to persuade anyone of the fair sex to take photos for me.

This was not the only unusual sight at M&F. Here is what I wrote on February 25, 2000:

Meier& Frank is a strange place. They have by far the worst facilities of any department store I have been in. I will try to take some photos today. One guy’s office is so small he can easily touch both walls at the same time. Several people are sitting in a former conference room. There is a pile of discarded computers in one hallway. Many places are dirty. One corner in the main part of the office had huge dust bunnies. It could not have been cleaned in months. Nevertheless, everyone seems in good spirits.

Most of my time in the the first few trips was spent with Dori. She had a small desk in a fairly large office that also held a lot of records and that big printer. Dori had one very peculiar trait, that she did not try to hide. She would verbally accompany her work with a softly spoken play-by-play: “I am walking over to the printer to get the schedule. Now I am getting last week’s schedule out of the file. Now I am taking them to …”

At the time I found it incredible that they would put up with this annoying behavior. In retrospect I think that I was too judgmental. She did her job, and they kept her isolated enough that she did not drive anyone else crazy.

I remember that for one visit they assigned me to work in a very small two-person office. I swear that it was so narrow that I could touch two parallel walls at the same time. I was put there because one of the occupants was on vacation. I found my temporary officemate quite funny. I remember that he had posted on the wall a cartoon of Beavis and Butthead talking about the newly elected team of Bush and Cheney. The balloons read “He said ‘Bush’, heh heh,” and “He said ‘Dick’, hee hee.”

In those days I drank a lot of Diet Coke and Diet Pepsi. I couldn’t tell the difference, but I could definitely tell if someone served me an off-brand. I happened to mention that I once tried to mix them. The guy with the cartoon solemnly warned me that that might not be legal.

I had completely forgotten about the following until I read it in my notes from February 23, 2000:

Brent got a call from someone from the May Company. Evidently they are considering getting new AS/400’s for both Meier & Frank and Filene’s because Dave Ostendorf told them that IBM is withdrawing support for the CISC systems.

Robinsons-May and Filene’s definitely got much faster systems, but I don’t think that M&F ever got an upgrade.

Life in and around Portland: I think that on our first visit Doug and I stayed in a Holiday Inn on the other side of the Willamette River. On later visits I think that I must have stayed somewhere closer to downtown. I ran nearly every day in those years, and I have a vivid recollection of running both through the streets of downtown Portland and in a large park along the Willamette River. I considered it very cool that the city allowed its citizens easy access to the riverfront. By contrast it was almost impossible to get from downtown Hartford to the banks of the Connecticut River on foot.

My memories of running in Portland are vivid and diverse, but I cannot remember being in a single restaurant or any other kind of store there. I think that I might have purchased lunch from a food truck or from a kiosk in the beautiful Pioneer Square, which was right across the street from M&F. I often saw a human statue there—a guy with silver clothes and makeup who posed in the square. In the above photo he is taking a break. I could not imagine a worse job than his.

Here are some tidbits that I wrote on June 12, 2000:

I often see strange things on the streets of Portland. Tuesday a pit bull was chained to a parking meter. It had a stick in its mouth. A guy was playing the “Lone Ranger” part of the overture from Rossini’s Guillaume Tell on a mandolin.
Someone from Salem Oregon stole over 300 lawn ornaments and decorated her lawn with them. She had hit houses in five counties.

I could park my rental car all day at a surface parking lot near the M&F store for a reasonable price if I arrived before the stores opened, which I always did. I also remember a building that had a huge octopus atop its front door, but I do not remember what was inside.

On the last few trips to M&F I stayed at a Homewood Suites hotel in Vancouver, WA. I selected it because it served free breakfasts and because it was fun to run along the mighty Columbia River.

The drive from the Homewood Suites to the M&F building, which was less than ten miles, was mostly on I5 and ordinarily took me only about fifteen minutes. If there was heavy traffic or an accident it might take twenty minutes, but I am pretty certain that I never spent as much as a half hour on the trip.

I remember that one of those evening runs was shortly after my tendinitis of the IT band had been diagnosed, and I had begun the prescribed exercise regimen. This outing was the first time that I had really tested how my knee had responded to the therapy.

I had to stop a couple of times because of the pain, but a thirty-second stretch allowed me to resume running. This was very encouraging to me because it indicated that the doctor’s diagnosis was accurate.

Epilogue: The M&F advertising department used AdDept up until 2002, at which time the division was folded into the Robinsons-May division of the May Co. The stores still carried the M&F logo until 2006.

The flagship store in Portland, which at the time carried the Macy’s logo, was closed in 2017. The structure is still relatively intact in 2022. The developers have posted a web page that describes its current state. You can view it here.

The principal occupant is a luxury hotel called The Nines, but several other businesses are located.there including a Japanese store called Muji.

1. Brent Stapleton’s LinkedIn page is here.

2. Dori Tierney’s Facebook page is here. When I looked she had three times as many friends as I had.

3. Sheila Wilson returned to Hecht’s after M&F was folded into Rob-May and then worked at Marshall Fields/Macy’s in Minneapolis. Her LinkedIn page is here.

4. My Fred Meyer adventures are chronicled here.

5. Emily White-Keating also appears in the entry on Macy’s West. Her LinkedIn page is here.

6. Laura Rutenis also returned to Hecht’s. Her LinkedIn page is here.

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Tag Archives: Bessette, Denise

2017-2021 Patellofemoral Arthritis

1996-2006 TSI: AdDept Clients: May Company

1997-2014 TSI: AdDept Client: Stage Stores

1997-2005 AdDept Client: Proffitt’s Inc./Saks Inc.

2000-2002 TSI: AdDept Client: Meier & Frank