2005-2009 TSI: AdDept Client: Macy’s South

Posted on August 30, 2021 by Mike

The last AdDept client. Continue reading →

By the time contract had been signed. and we had started the installation, Macy’s Inc. had officially renamed its division based in Atlanta from Macy’s South (MSO) to Macy’s Central. This was done to reflect the fact that that division was scheduled to absorb most of the stores from Hecht’s and Foley’s after the big acquisition of stores from the May Co. However, I never heard anyone at TSI or at Macy’s refer to the people in Atlanta as Macy’s Central. Only New Yorkers could think of Atlanta as being central.

I cannot prove it, but I am pretty sure that TSI won the MSO account because of the efforts of Beverly Ingraham and the other other employees in Foley’s advertising department (introduced here). I know for a fact that people from the advertising department at MSO had made a trip to Houston to investigate the AdDept system there. They came away very impressed with what the system had allowed them to accomplished. The strong relationship between the department’s employees and TSI over a period for more than a dozen years was a point of emphasis.

The advertising people at MSO had been struggling to use an outdated version of FedAd named Assets.¹ It was no longer supported by the development team, and no one thought that it could handle the increased load of two new divisions. The FedAd developers also had warned the seven (!) advertising planners that they would not be able to produce software that would allow them to plan in the way that they did. Several areas of MSO’s advertising department had developed PC systems to handle their tasks. The one used for direct mail was quite sophisticated, but it was also unsupported and undocumented.

I learned about MSO’s interest in a phone call from Aurore Murphy², the Advertising Director, in November of 2005. She told me that the decision to use AdDept had already been made and that the hardware was being arranged. She asked me to come to Atlanta to talk with them about what changes would be needed to make AdDept work for them.

I could hardly believe my ears. No sale was ever this easy, and this was a division of Federated/Macy’s! I asked Eileen Sheehan-Willett (introduced here), TSI’s administrative person, to book me on a Delta flight to Atlanta for November 29. Aurore advised me to take a MARTA train from the airport to the Buckhead area. She insisted that I stay at the Marriott Courtyard that was near their office. For three days I met with people in every area of the department. It was probably the most productive trip of my entire career. Everyone was prepared to talk with me.

Note: This blog entry contains much more detailed information about the installation than the entries for most other clients. I discovered a large number of very detailed and complete notes as well as many other documents. I thought that it would be a good idea to give a feel for the scope and difficulty of the work that TSI did for its clients during the installation of the AdDept system to assure that it performed to the client’s satisfaction.

The first trip: Here are excerpts from my notes:

Some things are done in a system named Aims. ROP (and maybe something else) is done in Assets. Many things are done on spreadsheets. They use one six-digit system of “ad numbers” for ROP. They use a different system of job numbers for other media. The latter start with a three digit event code. They said that they would not mind changing numbering systems.
The reassignment of stores will take place on a staggered basis over the next nine months. This will be very confusing.
The Home Division does not place any ads. However, they do handle the co-op and production of the pages for home merchandise. They then transfer these transactions to the retail divisions. The people at Macy’s South seemed to think that this is a mistake.
Federated determines their merchandise department numbers. All divisions use the same numbers.

My first meeting was with Cliff Webber³ and Beth Lane⁴, the pair who ran the Advertising Business Office. It lasted almost four hours. I reported that “They gave me every report that they use for closing. Nothing seemed insuperably difficult.” The list of issues that I brought back to Connecticut was too long to include here.

My second stop was in planning:

I met with Steve Weinbaum⁵ for a couple of hours. He now works in another area, but he was the planning manager for years, and he is the one who knows how their system works. The person who does this job now is named Miriam Pechar⁶.

It is hard to believe, but they primarily use seven different spreadsheets, one for each GMM. Each ad is on each spreadsheet!
They want output files for all of their reports.
I think that they will work with status P ads. When the plan is approved, the ads will be changed to A and handed over to the appropriate media manager.
They supply data for database marketing. Lots of new fields.

I then spent a half hour with Laurie Stenwall⁷, the Database Marketing Manager. She said that she would like to be able to get the information that they need to schedule a piece from AdDept. Most of that information is from the ad planners.

I likewise spent thirty minutes with Karla Schottle⁸, Advertising Effectiveness Manager. She and her group analyze the costs by event, merchant, and market. She would probably love it if she had access to DAPANDL, DACOMMD, DAACTST, and DACOMMST, the files created by the cost accounting programs. One troublesome issue popped up:

I think that we may finally have to address the polybag problem, namely how do we handle it when the project involves a polybag that contains a book with stitch-ins and blow-ins and several other pieces.

I met with Jeanna Corley⁹, the Production Manager, for about an hour. Nothing that she showed me seemed that difficult.

My meeting with Andrea Harrison¹⁰, the Traffic Manager, was a short one. She was not on the original schedule. She showed me how she kept track of the progress of production jobs. Nothing was out of the ordinary. Only two issues emerged:

They would like a project list for each team. Do we still have a way of specifying the creative/production team for each ad?
They sometimes have swing pages for merchandise, but it does not seem to be necessary to keep track of this in AdDept.

The two-hour meeting about newspaper advertising involved Karen Martin¹¹, Vice President of Advertising, Annemarie Poterba¹², the ROP Manager, and Bill McFadden¹³, a Media Planner. It lasted for a couple of hours. Here is what I wrote:

They are very backward in this area. They do not even send insertion orders; they just print a schedule and send it to all of the papers! They were overwhelmed by what we could do for them, especially with A^XN. The only slightly challenging thing will be in the area of competitive lineage, which they enter in as a summary number for each competitor-newspaper combination.

Here were some of the issues in the newspaper area:

They need to show what markets the ads run in. Their schedules use a mishmash of methods – lists of market groups like Stage’s, checkmarks, and names of individual papers. I think that they might like something like Foley’s schedule.
They would like a method of getting a list of the papers that have actually received the inserts from their printers. Maybe we could give them a checkbox field in A^XN so that they could confirm each one when it arrives. Then the unchecked ones could be reminded with the nightly update program.
We may need to do some work to provide them with a change report that is as easy to read as the one that they currently use.
They have a This Year-Last Year report by day that might be a little challenging. We will have to provide them with a substitute for the shading that they use to flag the sections for last year.
They use one ad per page for sections. Is this our recommended method?
They said that they might be interested in entering completed dates for ROP. They said that Foley’s told them that their creative people enter completion dates in ROP.
They have a separate ad number for each version, but they were amenable to using version codes instead.

“Stage’s” refers to Stage Stores, a large chain of stores that was also based in Houston. The AdDept installation there has been described here.

My last major meeting, with Gretchen Watkins¹⁴, the Direct Mail Manager, was different from the others:

This was the only disconcerting part of the trip. She uses a very sophisticated FileMaker Pro system that was developed by her predecessor. It has an unbelievable number of functions in it. The guy who developed it used it for every single aspect of his job, including calculating postage and approving invoices. However, I don’t think that replacing this system needs to be part of phase 1 of this project.

Of course the developer mentioned above no longer supported the program that he used, and there was no documentation.

I flew back to Connecticut with a spiral notebook full of notes, a briefcase full of sample reports, and a list of telephone numbers of everyone in the department. It was late on Friday evening when I arrived, but I was back in the office on Saturday morning to work on the Design Document.

I found a copy of the original Design Document and a supplement that covered new planning projects. Unfortunately, they are in PageMaker format, and I no longer have any software that can open them.

December 12-14, 2005: Within two weeks I was back in Atlanta. This time—and on all subsequent trips—I stayed at a Hampton Inn in Buckhead. It was about a mile south of the MSO headquarters, but I was still in good shape in those days, and I did not mind the walk. The weather was much more pleasant than it would have been in New England.

What I did mind was the inconvenience when nature called while I was in the advertising department. The bathrooms in the building were in the elevator area. To get from the elevator area to the offices you needed a badge. I didn’t have one.

By this time the department was connected to an AS/400 owned by Federated that was located at an IBM installation in Raleigh, NC. It was managed by IBM employees in Raleigh. The first thing on my agenda was to give a data entry class to about ten people in a small theater set up for training classes. I gave each of them the book that explained how the screens worked, and the conventions used in AdDept.

I spent most of the rest of the day setting up the AdDept system for them. For the most part I used the settings from Macy’s West’s version, which was on the same box. Using data files that MSO provided I was able to populate a few of the tables in the MSO AdDept system: regions, pubs, rates, vendors, and G/L accounts.

The PC that I used was very slow, and every so often it would go into an interminable stall while a program on the company’s intranet scanned it for malware.

On Tuesday James Jordan, the network guy in MSO’s advertising department, and I sat in on a conference call with Dan Stackhouse from Macy’s West (introduced here) and several people from IBM. Fran Ponder managed Federated’s account. Harry Burnett was in charge of things from a sales angle. Anthony Berry was in charge of security. Steve Tesch and Richard Antle are the technical support people. I never met any of them, but at least the mystery of where the AS/400 resided was cleared up.

Amy Diehl. For the first time I had a tiny point-and-shoot digital camera made by Cascio. I had only a vague idea how to use it.

Amy Diehl, whose title is FedAd Manager and who was the liaison with TSI, told me that she planned to enter ads the following week. She would be on vacation the week between Christmas and New Year’s.

Amy could not believe how fast ads can be entered in AdDept. She told me that entry of one ad in Assets required 172 mouse clicks.

When I left to return to Connecticut the AdDept system was usable, but there were still major glitches that I could not address. For example, neither user profiles nor output queues had been created. So, one employee could use the training user ID to sign on, but there was no way even to print.

It was still unclear as to when they would be allowed them to create these. As always, there was a freeze on programming at this time of year. They were reluctant to do anything. Aurore said that she would address this.

I noticed that Macy’s West’s DAPANDL file had an enormous number of deleted records. I wrote to Denise that itshould be changed to reuse deleted records. The deleted records should be removed to recover disk space. Since there is a freeze on changes, we need to get the project of removing the deleted records approved by the change committee. I sent myself a reminder message to work with Dan on this when I got home.

A few small problems were discovered, but so far so good.

January 10-12, 2006 trip: I wanted to get the ROP portion of the system working. It was always important to show positive results quickly, and I could usually accomplish that in ROP. My notes reported that I addressed many little things, including some problems with the way that IBM had set up the system:

I had to start the batch subsystem.
We created a pub group with the first four pubs. We then ran the ROP schedule for the one day that Amy had entered.
We created day-of-the-week rates for the Atlanta Journal-Constitution for Thursday, Friday, and Saturday.
I conducted a short query class with Amy and Jeanna.
I created three libraries for them: S_QRY, S_OUTFILE, and S_UPLOAD.
Bernice Bailey¹⁶, who works with Cliff, sent me the layouts for the upload to expense payables and to the general ledger.
There are two output queues, MCAP0314 and MCAP0315. They seem to work. However, Amy’s user profile was associated with an output queue in California. James got Fran Ponder from IBM to fix the existing profiles.
They have negotiated with several papers that a limited number of full color full page ads get a special rate. I showed Amy how to set up special rate codes for these, D/xx, S/xx, etc. I also showed the ROP people, but the planning people, whom I have yet to talk with, are the ones who actually do this.
Bernice Bailey sent me a file with the entire hierarchy. I wrote a program to create the five hierarchy file and the department file. They are using descriptions, not people’s names. I also created a 999 entry in all five files for Storewide, which is the default department.
I turned off the feature of change management for positions.
I set up their stores using codes that were identical to their market codes.
I ran contract reports using Macy’s West data, and I showed it to Annemarie and Bill. They thought that the reports would really be useful.
I showed the insertion order process to Annemarie and Bill. I also showed them how to create boilerplate for the special instructions.
I showed the A^XN letter to Annemarie and Bill. I told them what we needed from them to get the process going. They were very interested, but it is nearly impossible to get them to commit to anything.

When I returned to Connecticut there were still a number of things that IBM had not addressed:

Only two user profiles have been created.
Someone needs to change the startup program to restart the S_BATCH and S_INTER subsystems.
They do not have their own job description, but I don’t know whether they actually need one.

Of course, there were also eleven action items for TSI, and the most stressful period was yet to come. January was the last month of the fiscal year, and I had been challenged to match their closing numbers for January in order to feel comfortable closing February, the first fiscal month.

February 13-16, 2006, Trip: Things were still rather shaky in Buckhead:

Cliff did not know his password for the AS/400. I reset it for him. I had to do this for one other user as well.
It took a long time, but we finally figured out the ROP accrual for January. They underaccrued by a staggering amount. I put all the ROP discrepancies in ad #052-1. They will probably need to split the items on this ad. I doubt that they will want to take all of this expense in one month.
I had a Vietnam flashback on Tuesday. The PC that I was using suddenly turned into a Mac. Seriously. Evidently the monitor and keyboard were connected to some kind of switching device which was connected to a Mac as well as the PC. If you pressed the right Ctrl key twice, you toggled over to the Mac.
Thursday afternoon was rushed, but I did manage to show Cliff and Amy how to record purchase orders both ways and how to record both media and production invoices. I thought that it would be easy to record the first media invoice from the Cincinnati Enquirer, but the ads for the first week in February had not been checked. So we had to bail out of it.

I need to explain the “underaccrued” paragraph above. I worked with Jackie Foulds¹⁷ to find the problem.

The “ROP accrual” was for ads that had run but for which no invoice had yet been received. Since nearly all newspapers billed by the month, the list included nearly all ads for January. Accrual accounting demanded that the expenses be incurred in January. On this occasion the list included all of the correct numbers for each newspaper, but it was in Excel, and the total as defined on the spreadsheet somehow did not include the Atlanta Journal-Inquirer, MSO’s largest paper. So, their accrual entry had been off by over $600,000, and no one had noticed! It took Jackie and me nearly an entire day to find this error because I expected the devil to be in the details.

I was gobsmacked when I found this. The fiscal year had been closed, at least in theory. The department had reported far less expenses than it had actually incurred. That meant that the expense would hit in the wrong fiscal year, which could be disastrous for the department’s budgeting. Since no one seemed to be too upset about this, there must have been a way to correct the accrual.

Only eight items were on the to-do list that I brought back to Connecticut.

March 13-16, 2006, trip: This trip focused on insertion orders, claims (charging co-op vendors), and reconciling the February closing. Here are notes:

I had to give Cliff a new password. He forgot the one that I gave him the last time that I was there. I had to do this for several other people, too.
Amy and I met with Bill and Marie. They have a sour attitude about the whole project. I am not sure why they are so in love with the system that they have. It is not very good.
I created a program DM220RMSX for them based on Foley’s insertion order program. I expanded the headline to 30 characters and made a few other small changes. I ran a sample to show Bill and Marie from the newspaper area. I can’t say that they were very impressed. They do not seem to be able to imagine how this will work.
I gave a class on entering claims. The ladies entered all of the claims for February. I ran one of the programs on SSIMONTH so that they could have a list of what they keyed in. If there is a better program for this, we should put it on the MSABO menu.
We reconciled the accruals for almost all of the papers. There were a lot of mistakes, but the discrepancy was not as large as last month. When Jackie ran the reports, she accidentally ran them from January 30 through February 26. February 26 is in March. Someone also keyed in 255 instead of 225, so they over-accrued in Pittsburgh by $30K. The business office is very eager to use AdDept for accruals.
I need to call Don Detelj¹⁸ to find out what he needs to replace the “data dump” from Aims.
Can AdDept generate the next claim number? They want to use the numbers generated by Aims for now, but they would like AdDept to assume this role in the near future.
The IBM people assigned an output queue from Macy’s West to all of the new users from Macy’s South. I talked with James Jordan about this, and he said that he would bring it up with Fran Ponder.
Annemarie is insistent that they get faxing capability for their insertion orders. Aurore says that they are trying to get them to do this. They will have to get a modem and a phone line. This could be a hassle.

It was unclear who “them” was in the last paragraph. Aurore presumably knew. It might be some combination of IBM, FSG, and someone in accounting to approve it.

The list of action items for TSI was much longer this month. That was, in some ways, a good sign. It meant that the department had enough confidence in the system that they were using it in different areas.

April 10-13, 2006 trip: Another large new wrinkle had been added to the installation: getting historical data from Foley’s and Hecht’s (introduced here).

New players: Wendy Ellis works in the newspaper area. She will probably be maintaining the newspaper ads once they have been activated. Andrea Harrison also works in the newspaper area. Kristal Brown¹⁹ is the planner for the home division. Linda Ashe²⁰ is the planner for storewide, cosmetics, and ready-to-wear.
They want to include Foley’s ads in AdDept for 052 and 061. Since people at Foley’s are available for data entry, I recommended that people from Foley’s key them in. They will set up a series of ad numbers for Foley’s to use. Someone is going to have to translate the ad types, pub codes, and cost codes. There may be other things involved, too.
I was able to sign on to Foley’s with no trouble.
The machine in Raleigh will soon have faxing capability.
The business office did their March accruals in AdDept by themselves without any evident difficulty.
Amy held a class to show people how to sign on to Foley’s and Hecht’s. I don’t agree with the way that she did it, but it would have been overreaching for me to criticize her. I suspect that she does not realize how dangerous that iSeries Navigator is. I would never tell any user about it if I were she.
I set up a menu named MACYREPTS on the Macy’s South, Foley’s, and Hecht’s systems so that they can sign on to the Foley’s system to run reports. It is currently identical to the SRADV menu. I later had to change the one on Macy’s South so that the Foley’s options did not show up.
I told Jackie and Cliff about the reports which I added to the MSABO menu. I had previously e-mailed them about this, but evidently they needed to hear it personally.
I created an output file for Cliff.
I had to reset quite a few passwords.
Cliff’s user ID was set up with the wrong library for the output queue. I fixed it.
I uploaded about 1,000 vendor addresses. There were actually more than this, but they did not have usable vendor ID’s on their records, so I had to program in some guesswork into the program that wrote out the records.
Jackie does not want to use multi-part forms for claims. They want to dump the impact printer. She prefers that we print three copies. The first should have the word “Original” on it somewhere. The second should say “Vendor Copy.” The third should say “Merchant Copy.”
They like the latest version of the newspaper calendar!

I don’t think that Cliff ever used AdDept except when I was there forcing him to do it. He was a weird guy.

Amy must have learned about iSeries Navigator in classes at IBM. It was (and is under its new name of Navigator for i) an incredibly powerful tool. I was definitely right to feel nervous about her talking about it with users. I probably should have at least warned her about it after the class that she taught.

The list of open items that I brought back to TSI contained one for the Roadmap produced by the planners. That one item contained at least a dozen sub-items.

June 6-8, 2006, trip: Amy had several meetings lined up for me: The first meeting was scheduled for 8:30 on Monday. Randy Reeves²¹, the new Divisional VP, was in a meeting and could not attend. Here are my notes.

We started with the ROP people. They now have three coordinators – Bill, Andrea, and April Dunn. Each is in charge of groups of markets. We signed on to the web site. I walked them through setting up their own contact information using the Default Contacts page and claiming their own pubs using the Individual Contacts page. We went through the entire process of ordering ads several times to make sure that everyone had it.
Bill was worried about the Lima, OH, newspaper. I called Eileen at TSI and asked her to call them to make sure that they were with the program.
They told me that they did not want to show costs. I had Eileen suppress costs for advertiser M055. I created a printer file named IO and associated it with M220 and M230 (insertion orders for ROP and inserts, respectively). I had to make some changes in DM220RSX. The pagination did not work right, and it did not show the header comments. I had to make some changes in DM220RSX. The pagination did not work right, and it did not show the header comments. I copied DM230RBTX to DM230RMSX. I made some changes to suppress the costs and to show blank lines of header comments. I also removed the “Authorized by” line.
We ran the insertion orders on Wednesday. They all went to A^XN without error. We discovered that there was a problem with the special instructions. I had to add a statement to line 72000 to initialize the SI$ variable each time. This problem was inherited from Foley’s. Faxing is not yet in place.

The second meeting was with the people who record expense invoices. My notes stated:

We went through the entire process of creating an invoice upload file. It all seemed to work smoothly. They know that they have to key in the addresses if they want them to appear on the aprons. If they have a kickback, they will fix it on the .csv file and then fix it on AdDept. They do not plan to upload invoices a second time.

I also met with the people from the Business Office.

Cliff and Jackie attended a training class on co-op commitments. The only problem that they saw with the way that we did it was in regards to leased departments.
We talked about how they will enter leased.²² I was given a copy of the roadmap for Leased. It is not that different from the others. They will enter the actual media costs and, for books, the non-home cost from Gretchen. They will enter the marked-up amount as co-op with contra type LD.

The meeting with the people in direct mail did not go as well:

I showed them how to paginate books. They were extremely discouraged. I tried to convince them that the work that they had done in option 4 (number of pages by merchant) was not wasted, but I am not sure that I succeeded.
I set the default for the GRFLAG to G. I could swear that I did this the last time that I was here. They never enter departments except for co-op.

A fair number of new problems were encountered, but most of the system was operating smoothly by the time that I left Atlanta.

One of the MSO meeting rooms. I carried my oversized laptop and business materials in the large bag. The little one was for my camera.

July 9-13, 2006 trip: This was an important visit. July is the last month of the spring season. I wrote a lot of notes.

New players: Brigitte Billingslea²³ processes expense invoices in the business office; Deonne (Dee) Wolters also works in the business office; Kristyn Page²⁴ from Foley’s works on multi-cultural ads in the planning area.
We had a meeting to set up a strategy for the soft closing. Cliff, Jackie, Beth, Aurore, Amy, and Randy attended. Most newspaper invoices for June were keyed in. However, no other invoices and no purchase orders were entered. Active ads were created for ads from Foley’s and Hecht’s. We needed to come up with a way of excluding them from all financials.

The notes listed eight steps that were taken to isolate the ads from Foley’s and Hecht’s. Note was then made of an unexpected and unwanted situation:

Aaaaarrrgh! The transition from Foley’s occurs in the middle of July between week 2 and week 3. This will make closing July extremely difficult. So the above process applied only to ads running in weeks 1-24. The last two weeks of the season must use a different process.

I included at this point an outline of a comprehensive plan to close June and then July. It took up most of a page single-spaced. Most of it concerned how to get all the data entered for June, but the short items for July and August were interesting.

Mary Wiseman²⁵ will accrue Foley’s expenses and send them to Cliff, who will enter them as a manual journal entry. Aims will be used for Macy’s South expenses. We will go through this whole process again next month. For August they will use AdDept somehow. There is no choice.

Then I listed what had been done on this trip to implement the plan:

I found three ads that had illegal values for the “Ad Type for Pages.” I fixed these and made sure that there were no others.
I twice scheduled the cost accounting to run in the evening, and I ran the actual version of the roadmap. It seemed OK to me, but there was nothing to compare it with.
For the purpose of catching up on entering expense invoices I recommended that they enter them in batches that were sorted by the month that the items were paid. Their natural inclination is to enter them by the month in which they were expensed. The business office people keyed in production invoices all week.
Cliff wanted a way to be able to see an audit trail of all of his manual journal entries. So, I planned to show him DA201, but I never got around to it.
The TSI user ID’s for both Dee and Brigitte had been set up so that they could not upload invoices. I changed both of them.
Amy told me that they do not exclude discounts when calculating percentage leased charges. I therefore changed that value in the specs. I also took out the default markup. She adds the markup to the percentage. I did not change the setting for co-op calculations. Amy was not in the office on Thursday. She had an emergency with her daughter.
I showed Cliff and Dee (who handles them) how to key in broadcast invoices. [Specific instructions for six tricky steps were listed.] I had to fix all of their existing broadcast invoices: All the DAMEDVD and DATRNSD records were off by 11.11%. I divided the amounts by .9. They pay gross at the market level! I created indirect sub-accounts AGCF5 (television) and AGCF6 (radio) to hold the credit for 10% of the gross. I added the credits to the invoices using DA282. When I fixed the broadcast invoices, it left the transactions out of balance. I needed to fix the OFFST entries.
Amy said that she thought that the process that I wrote up (suggested by Miriam) is too complicated. However, she did not have an alternative.

I brought back a list of problems. It was not overwhelming, but several items were gnarly.

This was the training room. It is also where they often let me work.

July 24-25, 2006 trip: There was a lot of tension. We were running out of time, and the game plan was to no one’s liking.

Amy, Beth, Cliff, and I spent Monday reconciling expenses for June. The newspaper accrual that they submitted included expenses for the last four days of May. This was a mistake. I wrote a query named MAY3DAYS in S_QRY to isolate these expenses for them. They eventually were able to tie it out. The broadcast accrual that I manipulated two weeks ago tied out. The P.O. accruals eventually tied out, too.
Beth got me a file of the invoices paid in June (except for prepaids). I made a database file name MSGL/AP0606 out of it. I then wrote a query named ALLAP in S_QRY to try to match it with invoices in AdDept. I created a second query named APTRNSMO to list the invoices with transaction month of June to try to get these to match up. By comparing the two we were able to find invoices with a posting month of June that were actually paid in earlier months. Amy moved them to the proper months using DA282. There were still unmatched invoices on the list of invoices for June, but they were for jobs in future months.
While we were doing all of this, the people in the business office were working on July.
On Tuesday Amy came in late because she had a flat tire. Beth worked on the ROF for July in the morning and had to leave about noon. We only got a few minutes of her time. I ran the open co-op report. It was much shorter than I expected. I soon learned that none o the co-op commitments for direct mail or preprints had been entered. I ran the Co-op Status by FOB report for June. I was able to match up the ROP pretty well. However, I could not use this to match up the actual co-op because the report from Aims included claims from July.
I created a few purchase orders for accruals that Cliff made in June.
I think they have given up on reconciling AdDept with Aims and the G/L for June and July. They just can’t seem to get the data entry done. However, they must use AdDept in August. That is now the highest priority. They will call me on Friday with their decision about when next I should come to Atlanta.
I explained to Amy how to key in the fax numbers for newspapers that do not subscribe to A^XN. Amy asked me for the umpteenth time about faxing, and I gave her the same answer as before. She called IBM in Raleigh. They said that there was no need for a prefix in dialing out. They also said that everything was configured, but I could see no fax jobs running.

A lot had been accomplished, but many difficult items still needed to be addressed.

August 21-24 trip: I wrote a very long report about this trip.

Cliff showed me an invoice upload that did not work. There were no DUNS numbers on the vendor records. I wrote a query named NODUNS in S_QRY to find these for them.
They finally balanced their gross expense for June.
I wrote a process for Cliff to check the expenses in the G/L against AdDept. It consists of a program named RMV40, a command with the same name, and four queries: GLSUM, GLMATCH, GLNOMATCH1, and GLNOMATCH2. The queries are all in S_QRY. I documented the process in the document named GLMATCH, which I will put in the Macy’s South client folder. GLSUM must be run after the program and before the other queries. Later we discovered that the invoice upload process was stripping off starting 0’s and converting to upper case. I wrote a program to replicate this. I ran it after GLSUM.
They had had trouble faxing to Hampton. I added some more delays before the 4, and it seemed to work. Later April got a new fax number from Hampton. The faxing works with the new number. I don’t understand how Hecht’s was able to use the old number.
They had a pep rally at the Ravinia Crown Plaza on Tuesday. No kidding.
They decided that they want to use real PO’s with real vendors for Spring 2007. They will create blanket PO’s for accrual purposes for the fall. Randy said that they want to use 061 actual costs for direct mail for Hecht’s, Foley’s, and Macy’s South. I ran the DM647 to get actual costs for each direct mail book on Hecht’s system and Foley’s system. I ran DM489 for each book in the month for February for Hecht’s to see if that was what he wanted.
I gave a little P.O. class to Amy – DP260 and DP261 – so that she could help the other people learn about P.O.’s. I deleted USEDP271. This was a vestige from Macy’s West.
We discovered on Tuesday that no estimates had been entered for preprints. Then we discovered that all changes to estimates had been entered in Aims rather than AdDept. Evidently the people in that area did not understand that Aims was no longer being used.
I wrote off all open purchase orders. They did not close July in AdDept, so all of the P.O.’s were left over from June or earlier. That meant that somehow we needed to get the P.O. accrual for July into AdDept in order for the cost accounting not to consider 100% of the late invoices as August expense.
I entered the radio, television, direct mail, and insert accruals for July. Cliff decided that he did not want to reaccrue any of these. I therefore entered two zero invoices to write them off in August. I ran the accrual for July. The items showed up. I ran it for August. They were not there. Cliff has been carrying a short-rate accrual for ROP. I entered it as an indirect P.O. that hit the ROP account. He wanted to continue carrying it in August.
I wrote a process for Cliff to check the prepaid invoices in the G/L against AdDept. It consists of a program named RMV40PPD, a command with the same name, and four queries: PPDSUM, PPDMATCH, PPDNO1, and PPDNO2. The queries are all in S_QRY. I documented the process in the document named PPDMATCH, which I will put in the Macy’s South client folder. PPDSUM must be run after the program and before the other queries. Later we discovered that the invoice upload process was stripping off starting 0’s and converting to upper case. I wrote a program to replicate this. I ran it after PPDSUM.
I do not think that the programs to strip zeroes (STRIPGL and STRIPPPD) will be needed in September. The invoice upload will have been changed so that the 0’s do not get stripped off, and they no longer can use lower case.
I created TSIFAXOUTQ in QGPL. I then associate this output queue with TSIFAXPRTF and TSIFAXPRTI in TSIDATAS.
I checked the results of the ROF worksheet (which Cliff said is now obsolete because of management changes) against the accounting. It seemed to balance for everything except for ROP and magazines.
I set the earliest month for co-op accruals to be 062-1. If there were accruals from 061, they are not compatible with the way that we do it. I then ran the report and gave it to Cliff.
They asked me to change the specs so that they could pay any ad, no matter the status.

Needless to say, I did not attend the pep rally.

I brought back nine issues. Most of them were problems, not requests for new programming.

November 9-13, 2006 trip: Things had settled down a bit according to my report;

I put together makeshift processes for them to use to print the detail of their non-media expense by G/L account. I documented both of these processes. Basically they create output files from their accruals. Then they do a query for their actuals. Then they combine the results into one file and query that file.
Their accrued co-op was way off because they had not relieved any commitments for ad load. I showed them how to do this with claims for $0.
I wrote a query S_QRY/ACTVBYFOB for Jackie to get a list of actual co-op by FOB. She will use this until DB522 is fixed. This query creates an output file. I also gave one to Cliff named ACTVBYFOBP that prints. There were some authority problems, but they were both working when I quit.
I wrote a query S_QRY/INDIRECTS to get actual expenses for indirects for a season. They need this for the “Macy’s West Report.” The directs will come from DD #27.
I wrote a query named S_QRY/LINATLBU to provide a backup for the contract status report (DM767). The query S_QRY/INVADJ06 must be run first.
I changed the definition of the FILTER condition in the SLSXFR menu so that the filter program would appear.
Cliff gave me a file of sales by department for a month. A separate tab shows the sales by store for a month. Unfortunately the stores in DASTORE are actually markets. We tried to determine whether there actually is a requirement for either sales by store by month or sales by market by month. Cliff did not think so. Karla does not need the sales by month, but she would definitely like the sales by day. Miriam was not available.
I went over the prerequisites for running the store cost accounting with Amy. Basically she needs to run the BOOKQ query and option 7 on menu DAYEND.
I changed the default printing for DA102 so that the default is to put the printout on hold.

A few problems were discovered, and a few requests were made.

January 2-4, 2007: Both the notes and the list of issues were shorter than usual.

I had previously provided them with a query to find the amounts to charge their leased departments. They had three problems with it: One department was overcharged for an ad that was only 50% leased. I gave them a query named NOT100LEAS in S_QRY to find these. On two ads the amount that she charged them did not match the query. Cliff thought that the query was wrong, but he was off by one ad when he tried to match up a report with a query.
Cliff uses DB653 to do his journal entries for “accrued co-op.” He “accrues” the difference between season-to-date actuals and season-to-date committed. He and I have a different idea about what accruing means.
I had to increase the record length of DASLSTSI from 30 to 35.
I made a couple of changes to DA168U to make it match the file that Cliff can easily deliver. It also multiplies the amounts by 1,000. I checked individual entries and the totals for the November file that Cliff provided me. Everything seemed to work.
I wrote up instructions on the sales upload process. I e-mailed the instructions to Cliff and Amy.
I met with Gretchen Watkins and the two ladies who work for her in production. I showed them how to create purchase orders using option 26 of WRKADS.
They wanted to split freight between printer freight and mailer freight. I created a new sub-account FRML3 based on FRGT3 and a new cost code 705. They also wanted to split the computer charges to estimate the cost for “tracking and tracing” separately. I created a new sub-account TR&T3 for tracing and tracing based on COMP3. I also created a new cost category 515. I checked a direct mail ad. The new cost categories both showed up in option 28.
They are in the process of installing a new workflow system called Work Horse. Amy wanted to know if we could create a .csv file to feed it. She said that she would have to find out what would be in the file.

This was the last trip to Macy’s South. Since it occurred in the last month of the fiscal year, I suspect that the department’s budget for the next year included no provision for paying for my presence.

My life in Buckhead: I never rented a car in Atlanta. I always took MARTA from the airport to Bulkhead. On the first trip the hotel was within walking distance from the train station. On subsequent trips I took taxis from the train station to the Hampton Inn. I usually walked to Macy’s headquarters. One time when it was raining I asked the hotel to call a cab for me. They got me a ride, but it was not in a licensed cab. I did not complain.

I remember a lot about working at Macy’s, but little about anything else. The MARTA rides to Buckhead were usually late at night. The airport is south of the city, and Buckhead is far to the north. Sometimes it was a little creepy. The route went through downtown Atlanta. Often groups of young people who had been clubbing boarded there. At one point my car was occupied by myself, a group of young black women, and a group of young white men. The women were talking, and the guys overheard them. A discussion about the wisdom of the invasion of Iraq ensued. I was happy when that trip ended.

I cannot remember ever socializing with anyone from Macy’s. I ate lunch by myself in the cafeteria. I sometimes ate supper in the food court at a neighboring mall. Most of the time, however, I stopped at Arby’s on the walk back to the hotel and picked up a Reuben or a roast beef sandwich and ate in my hotel room.

I have quite a few memories of the Atlanta airport. My flights usually departed from Terminal F, but after I cleared security I usually took the tram to Terminal E. The elevator ended in a food court that contained a pretty large Chili’s restaurant. I would usually eat supper there, and, if I did, I would order the Baby Back Ribs with broccoli instead of French fries.

That restaurant was the only part of the airport that I liked. It always seemed very loud to me, even though I almost always spent the waiting time listening to operas or Italian tapes on my Bose headphones.

Epilogue: TSI maintained a good productive relationship with Macy’s Central until 2009, when the headquarters in Buckhead was closed, and all advertising was scheduled, produced, and ordered from New York.

1. FedAd and Assets were software systems written by a group that had been organized by Gilbert Lorenzo of the Burdines division. The system was supposed to be one integrated system that covered all aspects of advertising. It was used by Burdines and Bon Marché. After the integration of all of the divisions into New York some version of it was used in the advertising department there. The attempts to entice me to involve TSI in this multi-milllion dollar undertaking are described here and here.

2. Like almost everyone in the department, Aurore worked at Macy’s until 2009, when the advertising operations were consolidated in Manhattan. Her LinkedIn page is here.

3. Cliff looked like Santa Claus. I spent quite a bit of time with him over the course of the years. He revealed to me that he had a fairly substantial business on the side selling things on eBay. On one of my trips he told me about his plan to sell programs from some sort of Martin Luther King event being held in Atlanta. He also told me that some of his goods came from dumpsters. His LinkedIn page is posted here.

4. Beth Lane was a CPA who worked part-time in the Business Office. I remember very little about her. Her LinkedIn page is here.

5. Steve Weinbaum was astounded that I was willing to try to replicate the MSO planning process. I explained that I had done a lot of AdDept installations. No one had anything like this process, but several of them had other aspects that were equally challenging. His attitude impressed me. I wished that I had been able to work with him more. His LinkedIn page can be found here.

6. Miriam Pechar’s LinkedIn page is here.

7. Laurie Stenwall’s LinkedIn page is here.

8. Karla Schottle’s LinkedIn page can be viewed here.

9. Jeanna Corley’s LinkedIn page is here.

10. Andrea Harrison later moved to newspaper scheduling. Her LinkedIn page is here.

11. Karen Martin’s LinkedIn page is posted here.

12. Annemarie Poterba’s LinkedIn page is located here.

13. Bill McFadden’s LinkedIn page can be seen here.

14. Gretchen Watkins’s LinkedIn page is here.

15. Steve Tesch’s LinkedIn page is here. I could not find a page for any of the other IBM people or James Jordan.

16. Bernice Bailey’s LinkedIn page is posted here.

17. Jackie Fould’s LinkedIn page is posted here.

18 Don Detelj (silent j) was always sort of a mysterious figure lurking on the outskirts of the installation. His LinkedIn page is here.

19. Kristal Brown’s LinkedIn page can be seen here.

20. Linda Ashe’s LinkedIn page is here.

21. The LinkedIn page for Randy Reeves can be found here.

22. Most department stores have at least one department that is operated by another company that leases the space. Those companies must pay for the advertising that is run for them.

23. Brigitte Billingslea’s LinkedIn page is located here.

24. Kristyn Page’s LinkedIn page can be viewed here.

25. Mary Wiseman’s LinkedIn page is here.

1991-2012 TSI: AdDept: The Whiffs

Posted on August 8, 2021 by Mike

A few notable failures. Continue reading →

We had a very good record of closing AdDept sales. Most of the whiffs fell into one of two categories:

Divisions of Federated Department Stores. Our relationships with various Federated divisions are described in detail here. They are not included in this entry.
Companies that did not advertise enough to justify a high-quality multi-user centralized database. We actually sold the AdDept system to a couple of these anyway.

TSI’s first efforts to market AdDept were concentrated around New York and New England. I figured that there were not very many retailers who could afford the system to keep track of advertising, but, then again, I did not really expect to justify the cost of the system at Macy’s in the very first module that we activated—ad measurement.

The strip mall in which the Enfield store was located was named after Caldor.

Our first attempt was a quintessential whiff. Kate Behart (much more about her here) had been in contact with someone in the advertising department at Caldor, a discount department store based in Norwalk, CT. Kate arranged for me to give a presentation to them at the IBM office in Norwalk. Of course, we had to make sure that the office had the BASIC program, and I had to install both the AdDept programs and some data that I had dummied up from Macy’s real data.

My presentation was flawless. The only problem that I encountered that day was the lack of an audience. No one from Caldor showed up. We never did find out why not. Kate called them repeatedly, but no one returned her calls. It may have had something to do with the fact that in 1989, the year that we installed the first AdDept system at Macy’s, the May Company sold Caldor to a group of investment houses.

Caldor went out of business in 1999.

I also paid a visit to another local retailer, Davidson and Leventhal, commonly known as D&L. Theirs were not exactly department stores, but they had fairly large stores that sold both men’s and women’s clothing. So, they had quite a few departments. The stores had a good reputation locally. The headquarters was in New Britain, CT.

This D&L ad was on the back cover of the issue of Northeast that featured my story (described here).

The advertising department only employed three or four employees. They wanted to know if they could use the computer for both D&L ads and ads for Weathervane, another store that they owned, as well. That seemed vaguely feasible to me, and so I said they could. In fact, we later did this for Stage Stores and for the Tandy Corporation, but both of those companies were much larger, and I had a much better understanding by then of what it entailed.

I didn’t even write up a proposal for D&L. The person with whom I spoke made it clear that what we were offering was way out of their price range.

D&L went out of business in 1994, only a few years after our meeting. Weathervane lasted until 2005.

I have only a vague recollection of doing a demonstration at IBM’s big facility in Waltham, MA, for a chain of auto parts retailers from Phoenix. The name of the chain at the time was Northern Automotive. My recollection is that I spoke with a man and a woman. If they told me how they heard about AdDept, I don’t remember it. After a very short time it was clear that AdDept was much more than the company needed. Although Northern Automotive had a lot of stores with four different logos, it only ran one ad per week. So there was really not much to keep track of. I had the distinct impression that the demo was just an excuse for the couple to take a vacation in New England on the company’s dime.

I don’t remember either of their names, but the experience list on LinkedIn for a guy named Paul Thompson (posted here) makes him a strong candidate. Northern Automotive changed its name to CSK Auto, Inc. not long after our meeting. In 2008 CSK was purchased by O’Reilly Auto Parts.

Won’t Paul be surprised to be busted thirty years later in an obscure blog?

Tom Moran (more details here) set up an appointment with employees of Genovese Drugs at its headquarters in Melville, NY. The two of us drove to Long Island to meet with them.

I probably should have talked to someone there over the phone before we left. The only impression that I remember getting from the meeting was that they were not at all serious about getting a system. We had a great deal of trouble getting them to describe what the advertising department did at the time and what they wanted to do. I was frustrated because I had considered this a relatively cheap opportunity to learn how chains of pharmacies handled their advertising. It was actually a waste of time and energy.

Tom tried to follow up, but he got nowhere. We did not submit a proposal.

J.C. Penney bought the company in 1998 and rebranded all the stores as Eckerd pharmacies.

Woodies’ flagship store in downtown Washington.

While I was working on the software installation at Hecht’s in 1991, Tom Moran coordinated our attempt to land the other big department store in the Washington, DC, area, Woodward & Lothrop, locally known as Woodies. I found a folder that contains references to correspondence with them. Tom worked with an IBM rep named Allison Volpert¹. Our contacts at Woodies were Joel Nichols, the Divisional VP, and Ella Kaszubski, the Production Manager.

As I browsed through the file, I detected a few warning signs. The advertising department was reportedly in the process of asking for capital for digital photography, which was in its (very expensive) infancy in 1991. Tom was told that they hoped to “slip in” AdDept as part of the photography project. Furthermore, the fact that we were not dealing with anyone in the financial area did not bode well.

Finally, we had no choice other than to let IBM propose the hardware. Their method of doing this always led to vastly higher hardware and system software costs than we considered necessary. I found a copy of IBM’s configuration. The bottom line was over $147,000 and another $48,600 for IBM software. This dwarfed what Hecht’s had spent. If the cost of AdDept was added in, they probably were facing a purchase price of over a quarter of a million dollars! That is an awful lot to “slip in”.

I don’t recall the details, but I remember having an elegant lunch during this period with someone from Woodies in the restaurant of the main store. It may have been Joel Nichols. It seemed like a very positive experience to me. He seemed eager to automate the department.

We lost contact with Woodies after early 1992. I seriously doubt that the advertising department even purchased the photography equipment that they had coveted. The early nineties were very bad for retailers. By 1994 the owner of Woodies and the John Wanamaker chain based in Philadelphia declared bankruptcy and then sold the stores to JC Penney and the May Company. Many of the stores were rebranded as Hecht’s or Lord and Taylor.

In some ways Fred Meyer, a chain of department stores based in Portland, OR, seemed like a perfect match for TSI. At the time they were almost unique, and we usually excelled at programming unusual ideas. Their approach to retail included what are now called “hypermarket” (department store plus groceries) stores, although they definitely had some much smaller stores as well. The one in downtown Portland was very small. I really thought that we had a good shot at getting this account, largely due to the fact that the IT department already had one or two AS/400’s. So, the hardware cost would probably be minimal.

She would be lucky to make it in nine hours; there were no direct flights.

I was asked to work with a consultant who, believe it or not, commuted from Buffalo, NY, to Portland, OR. I can’t remember her name. She knew computer systems but virtually nothing about what the advertising department did. She wanted me to tell her what AdDept could do, and she would determine whether the system would work for them. I have always hated it when a “gatekeeper” was placed between me and the users. I understand that they do not trust the users to make a good decision, but advertising is very complicated, and almost no IT consultants know much about it. I would not have minded if the consultant sat in on interviews that I conducted with people in advertising.

If I was allowed to meet with anyone from the scheduling or financial areas of the department, I do not remember it at all. I do remember spending an afternoon with the head of the company’s photography studio. AdDept had a module (that no one used) for managing shoots and another (used by Macy’s East) for managing the merchandise that is loaned to the studio for a shoot.

I remember the photo studio guy mentioning that they also did billable work for outside clients. He mentioned Eddie Bauer by name. He could not believe that I had never heard of it/him.

I probably botched this opportunity. Before agreeing to come out the second time, I should have insisted on meeting with whoever placed their newspaper ads and the person in charge of advertising finance. I did not want to step on the toes of the lady from Buffalo, but I probably should have been more aggressive.

Kate accompanied me on one of these trips. We probably flew on Saturday to save on air fare. On Sunday we drove out to Mt. Hood, where we saw the lodge and the glacier, and visited Multnomah Falls on the way back.

Freddie’s was acquired by Kroger in 1998, but the logos on the stores were maintained. There still is a headquarters in Portland, but I don’t know if ads are still created and/or placed there.

Aside from our dealings with Federated divisions² TSI had very few whiffs during the period that Doug Pease (described here) worked for us. After one of our mailings Doug received a call from Debra Edwards³, the advertising director at May Ohio, a May Company division that had its headquarters in Cleveland. Doug and I flew Continental non-stop to Cleveland and took the train into downtown. My recollection was that we were able to enter the store from the underground train terminal.

The presentation and the demo went very well. I am quite certain that we would have gotten this account were it not for the fact that in early 1993 the May Company merged the Ohio division with Kaufmann’s in Pittsburgh. Management of the stores was transferred to Pittsburgh. Debra was hired as advertising director at Elder-Beerman Stores.

We stayed overnight in Cleveland and had time to visit the Rock & Roll Hall of Fame, which was right down the street from the huge May Co. building. I cannot say that I was greatly impressed with the exhibits.

A few years later Doug and I undertook a second trip to Cleveland to visit the headquarters of Sherwin Williams. Doug had talked extensively with the lady who was the advertising director there. He was very enthusiastic about the prospect of making this sale. By that time Doug had already closed a few big deals for us, and so I trusted his judgment. However, I could not understand how a company that really only sold one product could possibly need AdDept. Yes, they have thousands of stores, but how many ads do they run?

I don’t honestly remember anything about our discussion with them. Needless to say, Doug did not close this one, although he never stopped trying to revive it.

I don’t really count it as a whiff, but Doug was unable to close the deal with Liberty House in Honolulu after our epic trip to Hawaii in December of 1995. The details are recounted here.

I drove past two of the stores in Texas, but I never went inside.

Just as Marvin Elbaum had backed out of his contract with TSI for a GrandAd system in 1986 (as described here), so also one company signed an agreement for TSI’s AdDept system and, before we had installed the system, changed its mind. There was one big difference in the two situations. The second company was the Tandy Corporation, which had actually ordered installations of AdDept for all three of its retail divisions. At the last minute the company decided to close down Incredible Universe, one of the three divisions. The other two companies became TSI clients in 1997, as is described here.

It was not a big loss for TSI. IU was one of a kind. Its stores were gigantic multi-story combinations of electronics and theater. There were only seventeen stores, and only six were ever profitable. Those six were sold to Fry’s Electronics. The other eleven were sold to real estate developers at pennies on the dollar.

I did a demo for Mervyn’s California, a department store based in Hayward, CA. I think that I must have done the demo after finishing a training/consulting trip at Macy’s West in San Francisco. I cannot imagine that I would have flown out to the west coast to do a demo without spending a day or two gathering specs.

The IBM office nearest to Hayward was in Oakland. I took BART in the late afternoon from San Francisco to Oakland. There was quite a bit of excitement at the Holiday Inn at which I was staying. Someone had been murdered on the street in front of the hotel the previous night. There was one other very peculiar thing about this stay. I checked into a Holiday Inn with no difficulty, but I checked out of a different hotel (maybe a Ramada?). The hotel had been sold, and its ownership had changed while I was asleep.

The demo went fine. The guy who had contacted me—his name was Thiery or something like that—liked what he saw. However, the sale never advanced any further. This was almost always what happened whenever I got talked into doing a demo without taking at least a day to interview the potential users. At the time that I did the demo Mervyn’s was, unbeknownst to me, owned by Target. This might have explained the lack of progress. Target may have been restricting or rejecting any capital purchases at the time.

Mervyn’s was sold to some vulture capitalists in 2004. A much smaller version of the chain went out of business in 2009.

For some reason Doug and I once had a very short meeting with the president of Gottschalks, a chain of department stores based in Fresno, CA. He told Doug and me that he would get all of the other members of the Frederick Atkins Group to install AdDept. This organization (absolutely never abbreviated by its initials) somehow enabled its members to shop for foreign and domestic merchandise as a group. Nearly every department store that was not owned by the May Company or Federated belonged to it.

A few years after he made this promise he (or someone else at Gottschalks) arranged for me to speak before the members at one of their conventions in Naples, FL. I flew to Fort Meyers and rented a car from there. Naples was beautiful and reeked of new money. I gave my little spiel, but I did not have an opportunity to interact with any of the members of the audience. So, I did not get any direct feedback.

We eventually did sign up a few members of the group—notably the Bon-Ton (described here) and Elder-Beerman (described here). I don’t know whether my speech had any effect.

I think that the Frederick Atkins Group is defunct in 2021. The references to it that I could find on the Internet were all from decades past.

In (I think) 1999 Doug Pease and I made an unproductive trip to Columbus, OH, to talk with the IT director of of Value City about the possibility of installing the AdDept system for use by the advertising department. That adventure is described here.

TSI got a phone call from a chain of furniture stores in coastal Virginia, Norfolk⁴, as I recall. As part of my crazy automotive support trip, I stopped by to talk with the advertising director at this company on my journey from Home Quarters Warehouse in Virginia Beach to Hecht’s in Arlington. I spent a couple of hours with him. When I discovered that the company had only three stores, I knew that this was a mistake. I told him that our software could address his problems, but the cost and effort would not be worth it for either of us. I advised him to hire someone who was a wiz with spreadsheets.

I think that I got a free cup of coffee out of it.

I can’t tell you what happened to the company thereafter because I don’t even remember its name.

We had two reasonably hot leads in 2000. I had to handle both of them myself. The first was at Bealls department store, which has its headquarters in Bradenton, FL. This was another situation is which I had to deal with the IT department rather than the advertising department. I am pretty sure that the company already had at least one AS/400. I have a few notes from this trip, but it is not clear whether I intended to do the demo on their system or on one at a nearby IBM office.

In any case I think that there was a technical problem that prevented a successful installation of the software needed for the demo. So, I had to improvise, and I did not get to spend much time with the people who would have benefited from the system. The whole thing made me very depressed.

I had some free time, and so I went to the beach. I stopped at a Jacobson’s store to buy a tee shirt to wear at the beach. The cheapest tee shirts in the store cost $100!

The beach was lovely, and it was unbelievably empty. The weather was pretty nice. A beach in Connecticut would have been packed in this type of weather.

We did not get the account, but the tale has an interesting coda. Bealls is still in business today. For years Bealls could not expand outside of the state of Florida because a different store with exactly the same name was already using it in other states. These Bealls stores were run by Stage Stores, a long-time AdDept client that was based in Houston. Stage Stores was still using AdDept when TSI went out of business in 2014.

In 2019 Stage announced that it was changing all of its stores into Gordmans, its off-price logo (which did not exist while I was working with them). When the company declared bankruptcy Bealls purchased, among other things, the right to use the Bealls name nationwide.

I remember going to Barneys New York in late 2000 to talk with someone in advertising. I also have discovered three emails that I sent to Christine Carter, who was, I think, either in charge of the advertising department or in charge of the financial side. Barneys only had twenty-two stores, and that included some off-price outlets. I don’t know how much they actually advertised.

We never heard from them after my last email, which emphasized how easily AdDept could be adapted to differing needs even for companies the size of Barneys. By this time the very affordable AS/400 model 150 had been introduced. It would have been perfect for them.

I think that Barneys is dead or nearly so in 2021. All of the stores in the U.S have been closed, and even the “Barneys New York” brand was sold to Saks Fifth Avenue. However, the company also had a Japan division, which is evidently still operational.

I received a very unexpected phone some time in 2001 or 2002. It came from a man who had formerly worked at Saks Fifth Avenue and had taken a job as a Vice President at Sears. He knew that the advertising department at Saks had been doing things with its AdDept system that Sears’ advertising department seemed utterly incapable of. He invited me to the Sears headquarters in Hoffman Estates, IL, to investigate the possibility of installing AdDept at Sears.

At about the same time I had been in contact with the agency in a nearby town that Sears used for buying newspaper space and negotiating newspaper contracts. They wanted to talk with me about the possibility of working together. The agency’s name was three initials. I think that one was an N, but I am not sure.⁵

I arranged to spend consecutive days at the two places. It was cold on the day that I visited the agency. I learned that it recruited new clients by claiming that they could negotiate better rates for them because they also represented Sears. I suspected that this was baloney. Sears was a bid dog nationwide, but the amount of newspaper ads that they bought in any individual market was not that impressive. They were just in a lot of markets.

After the people explained the services that they offered to clients, I remarked that about 10 percent of what they did overlapped with about 10 percent of what we did. Privately I could not imagine that any of our clients who would benefit from their services.

I told them about A^xN, our Internet product. They informed me that the papers did not want to sign on to their website for insertion orders. Of course, they wouldn’t, and they had nothing to hold over the papers.

We ended the meeting with the usual agreement to stay in touch and look for synergies, but privately I considered them the enemy.

I did not see a parking structure. Maybe I entered on the wrong side of the pond.

The next day was bitterly cold, and there was a strong wind. I located the sprawling Sears complex and parked my rented car in a lot that was already nearly full. I had to walk a long way to the main building, and I have never felt as cold as I did on that walk.

I could hardly believe it when I walked into the building. The ground floor was billed with retail establishments—a drug store, a coffee shop, a barber shop, and many more. I had to take the escalator up to get to Sears. I was met there by the woman with whom I had been in contact. She was from the IT department.

OK, now I get it. Our problem was that we did not have enough architects.

She took me up to meet the “advertising team”. Six or eight people were assembled in the room, and they all had assigned roles. I remember that one was the “system architect”, and one was the “database manager”. I almost could not suppress my amusement. What did all these people do? There was no system, and there certainly was no database. At TSI I handled essentially all the roles that everyone at the table described.

They asked me some questions about the AdDept system. When I told them that it ran on the AS/400, the system architect asked me if that system was not considered obsolete. I scoffed at this notion and explained that IBM had introduced in the AS/400 64-bit RISC processors that were state-of-the-art. I also said that, as far as I knew, the AS/400 was the only system that was build on top of a relational database. That made it perfect for what AdDept did.

I wonder how many “OS/2 shops” there were in the world.

They informed me that Sears was an OS/2⁶ shop. I did not know that there was such a thing. In the real world Windows had already left OS/2 in its dust by that time. In all my time dealing with retailers I never heard anyone else even mention OS/2. It might have been a great idea, but IBM never did a good job of positioning it against Windows.

Besides, just because the corporation endorsed OS/2 should not eliminate consideration of multi-user relational databases where appropriate. The devices with OS/2 could serve as clients.

They explained to me that Sears’ advertising department had hundreds of employees, most of whom served as liaisons with the merchandise managers. Most of the ads were placed by agencies. I presume that the newspaper ads were produced in-house. No one whom I talked with seemed to know. The people on the committee did not seem to know anything about how the department did budgeting or planning.

Someone talked about Sears’ competitors. The example cited was Home Depot. I don’t know why this surprised me. I must have been taken in by the “softer side of Sears” campaign a few years earlier.

After the meeting my escort took me to a remarkable room that was dedicated to the advertising project. It was a small theater that had ten or so posters on the wall with big Roman numerals at the top: I, II, III, IV, etc. There were no statues, but otherwise I was immediately struck by the resemblance to the Stations of the Cross that can be found in almost any Catholic church in the world. I asked what the posters represented. The answer was that they were the “phases of the project”. I was stunned by the assumption that the project required “a team” and that it was or indefinite duration. No one ever allowed us more than a month or two to have at least portions of the system up and running.

At some point I was allowed to give my presentation. The man who had worked at Saks attended along with a fairly large number of people. Maybe some were from advertising. I was never allowed to speak with them individually.

I never got to read the advertising department’s Wish Book.

My talk explained that AdDept was a relational database that was specifically designed for retail advertising departments. I described a few of the things for which it had been used by other retailers. I could not do much more than that. I had not been able to talk with any of the people in the department, and the IT people were clearly clueless.

When I returned to Connecticut I wrote to both my escort and the man from Saks. I told both of them that I did not know what the next step might be. I had not been given enough access to the advertising department to make a proposal. The whole experience was surreal. If someone had asked me to return, I would only have done it if I were granted unfettered access to potential users.

No one ever contacted us. I told Doug not to bother following up.

One puzzling whiff occurred during the very short period in which Jim Lowe worked for us. The strange case of Wherehouse Music is explored here.

Perhaps the strangest telephone call from a genuine prospect that I ever received was from Albertsons, a very large retailer with is its headquarters in Boise Idaho. The person who called was (or at least claimed to be) the advertising director there.

I had heard of Albertsons, but I did not know very much about the company. All I knew was that they were a chain of grocery stores in the west. Since advertising for grocery stores is basically limited to one insert/polybag⁷ per week, they had never seemed to be great prospects for AdDept. However, I never hung up on someone who expressed interest in the system.

The problem was that this lady insisted that I fly out to Boise to meet with her and her crew the next day. I tried to get her to explain what the situation was, but she said that she had no time to talk. She needed to know if I would make the trip. It was a little tempting for a peculiar reason. Idaho was one of the few states⁸ that I had never visited. Still, this sounded awfully fishy. I passed.

The incredibly bumpy road that Albertsons has traveled is documented on its Wikipedia page, which is available here. I don’t remember when the call from the advertising director came. I therefore have no way of knowing whether she was in charge of advertising for a region, a division, all of the grocery stores, or none of those. I might well have passed up an opportunity that might have extended the life of the company. Who knows? It looked like a goose, and it honked like a goose, but maybe going to Boise would not have been a wild goose chase.

Jeff Netzer, with whom I had worked in the nineties at Neiman Marcus (recounted here), called me one day in 2010. He asked me if I remembered him. I said that I did; he was the Aggie who worked at Neiman’s.

He informed me that he was now working at Sewell Automotive, the largest Cadillac dealership in the Dallas area. He said that they were looking for help in automating their marketing. I was not sure how well AdDept would work in that environment, but I agreed to visit them. His boss promised to buy me a steak dinner.

I flew Southwest to Dallas, and for the first time my plane landed at Love Field. It was much closer to Sewell than DFW would have been.

I found a great deal out about their operation. I doubted that we could do much for the agency for a reasonable amount of money. On my computer I recently found a three-page document dated September 23, 2010, in which I had listed all of the issues that I learned about at Sewell. A woman named Tucker Pressly entered all of their expense invoices into a SQL Server database. It was inefficient, and there were no programs to help them compare with budgets.

The main objective of the marketing department was to make sure that they were taking advantage of all available co-op dollars from Cadillac and other vendors. We could not help with this unless we wrote a new module. I described my reactions to their issues in a letter to Jeff.

I never heard back from Jeff, who left Sewell in 2012. Nobody ever bought me a steak dinner.

Sewell Automotive is still thriving in 2021.

In 2011 or 2012 I received a phone call from a lady from the advertising department at Shopko, a chain of department stores based in Green Bay, WI. I don’t recall her name. She said that she worked for Jack Mullen, whom I knew very well from both Elder-Beerman and Kaufmann’s. Before Doug Pease came to TSI, he had worked for Jack at G. Fox in Hartford.

I flew out to Packer Land to meet with her. They had a very small advertising department. They basically ran circulars in local newspapers on a weekly basis. As I remember, she and one other person ran the business office.

I worked up a proposal for the most minimal AdDept system that I could come up with and sent it to her. When I had not heard from her after a few weeks I called her. She said that the company was downsizing and, in fact, her position was being eliminated.

Jack also left the company in July of 2012. His LinkedIn page is here. Shopko went out of business in 2019.

1. Allison Volpert apparently still works for IBM in 2021. Her LinkedIn page is here.

2. As I write this I can easily visualize Doug stabbing a box with a pencil after a frustrating telephone conversation with someone from a Federated division.

3. I worked fairly closely with Debra Edwards when I installed the AdDept system at Elder-Beerman stores in Dayton, OH. That installation is described here. She was the Advertising Director there. Her LinkedIn page is here.

4. The “l” in Norfolk is silent, and the “ol” sounds much more like a short u.

5. I later learned that there were actually two affiliated agencies across the street from one another. I encountered the other one, SPM, in my dealings with Proffitt’s Inc./Saks Inc., which are detailed here. The agency was still around in 2023. Its webpage is here.

6. In fact IBM stopped updating OS/2 in 2001 and stopped supporting the operating system in 2006. I cannot imagine how Sears dealt with this. I pity their employees with nothing OS/2 experience at Sears on their résumés.

7. Polybags are the plastic bags that hold a group of flyers from diverse retailers. they are ordinarily distributed to people willy-nilly.

8. The others are Wyoming, Montana, North Dakota, and Alaska. I am not certain of Arkansas. I might have gone there with my grandparents when I was a youngster. The only place that I have been in Utah is the Salt Lake City airport.

1993-2006 TSI: AdDept Client: Foley’s

Posted on July 22, 2021 by Mike

May Co. division based in Houston. Continue reading →

I remember getting two phone calls from Beverly Ingraham¹, the Advertising Director at the May Company division based in Houston, Foley’s. The first one came in early 1993 before we had hired Doug Pease to handle our marketing. I spoke with Beverly about AdDept, TSI’s administrative system for large retail advertisers. She had learned of it from one of our mailings.

Foley’s flagship store at 1110 Main St. was demolished in 2013. I am not sure what replaced it.

I informed her that we had installed the system at a “sister division”, Hecht’s. I emphasized that it had been helping the employees at Hecht’s with their monthly May Company reports as well as many quotidian administrative tasks. She asked me to fly to Houston and show the system to them. Although I don’t remember the occasion, I must have spent a day or two talking with potential users, primarily Richard Roark² in the business office at Foley’s off in one of the top floors of the flagship store on Main Street. The demo must have been at an IBM office. Sue might have come with me to Houston, but neither of us remembers the trip. We met Beverly and Linda Knight, the Senior VP of Advertising³. The people at Foley’s all seemed enthusiastic and exceptionally nice, as they did every time that I visited there.

After we returned to Connecticut, I wrote up a proposal to run the AdDept system on the F10 model that had recently been introduced by IBM. There is little doubt that I also included quotes for some custom programming—I forget the details.

I was very excited about this. I knew that Foley’s advertising must have had money because the May Company had recently merged the D&F division, which had been based in Denver, with Foley’s. The combined operation would be run from Houston. That gave them stores in Arkansas, Louisiana, Texas, Oklahoma, New Mexico, Arizona, and Colorado. The May Co.’s purse strings were bound to be a little looser than usual.

I was also excited because I was quite certain that most of the work that we had done for Hecht’s would be usable for Foley’s with only minor adjustments. For once we seemed to be on familiar ground.

Over the next week or two I talked with Richard Roark about some of the items in the proposal. When I finally got the second call from Beverly, she did not immediately say that the project had been approved. I had to ask her. She said, “Oh, yeah. Sure.” She then corrected my assumption that Richard Roark would be the liaison. She assured me that she would tell me who it was, and she did a little later.

I remember very well my first visit to Foley’s in May of 1993 to install the system. I flew on Continental Airlines from Bradley to Intercontinental Airport⁴, which was twenty-three miles north of the city center. I took a shuttle bus to the Hyatt Regency Hotel, which was only a couple of blocks from Foley’s headquarters.

The Hyatt featured a lobby that was both luxurious and sometimes very noisy. A bar was right in the middle of it, and the area above was open all the way up to the roof, thirty stories up. It was like an echo chamber or a natural amplifier. So, half of the rooms had windows that viewed the lobby. After my first stay there I always requested a room with an outside window.

That’s the Hyatt’s bar way down there in the middle of the lobby.

The elevators all had glass walls on the lobby side. I am not ordinarily affected by heights or tight locations, but the rapid descent in these glass cages made me quite uneasy.

I distinctly remember my first stroll to Foley’s from the Hyatt. It was March. I knew that I would not need the overcoat that I had worn to the airport in Connecticut, but I did have on a wool suit. The lobby of the Hyatt was very cool. I went through the revolving door and I was smashed in the face by the heat and humidity. It was like walking into a sauna.

By the time that I ~~swam~~ walked the few blocks to Foley’s big brick building, I had grown tolerant of the humidity. However, I was not expecting to see ten or so mendicants sitting on the sidewalk near the employees’ entrance. This crew was not the aggressive kind I had encountered in my life in Detroit and visits to New York. They just seemed hopeless. I don’t know why, but I was shocked to see this in Texas.

I don’t actually remember too much else about that day. That is a good thing. In TSI’s thirty-five year history we only had a few near-disasters or crises, and I distinctly remember each one.

I recall that one of our first big assignments for Foley’s was when the Houston Chronicle bought out the Houston Post and its assets in 1995. Foley’s was by far the largest advertiser in both papers. They ran dozens of ads every week, and the newspaper coordinators had already recorded the schedules for both papers for several months ahead.

Their first requirement was a list of all ads that were scheduled to run in the Post but not the Chronicle. That was not difficult; I wrote a query to produce the list. They would need to decide what to do with those ads and adjust the schedules for the Chronicle where necessary.

Next, they needed to delete all of the ads scheduled for the Post. This was was a little more difficult. I had to replicate exactly the process that would have occurred if they canceled them individually. That meant that I had to write history records for each deletion, and all subsidiary files and summary records needed to be updated as if the deletions were being done one at a time.

Finally, they needed me to find all the ads in the Chronicle that were full depth (the longer dimension), which, if memory serves, was twenty-one inches. All of these ads would be one-half inch deeper because the Post’s presses, which the Chronicle planned to use going forward, cut the paper to that size. That meant that the costs (Foley’s kept track of actual costs billed by the papers and costs marked up to reflect production expenses that they showed the merchants) had to be recalculated.

Since any paper could change its size (and many subsequently did), I made this one into a program that could be attached to a menu available to the users. Since AdDept’s rate calculations had been externalized into separate callable modules, this was also not too difficult. History records and updates of subsidiary files and summaries were required for this step, too.

They needed all of this in just a couple of days. There was no test environment. No one helped me, and no one tested the code that I produced. On TSI’s developmental system I simulated a few ads of each type and tested the code on them. When I felt satisfied with it, I sent the code to Foley’s over the phone lines, crossed my fingers, and ran the programs.

I must have done a pretty good job. No one complained.

Visits to Foley’s were frequent during the nineties. Sometimes they wanted training, but usually they wanted to describe enhancements that they desired. Two of the trips had a comical aspect. The first one was when I asked Sue to take one of the early trips for me. I cannot remember what the objective for the trip was. She did not have a credit card in those days, and she forgot to bring any cash. Fortunately, someone at Foley’s cashed a check for her, or she might have needed to join the beggars clustered by the employees’ entrance.

On another occasion I wore my running shoes on the flight to Houston. When I had arrived in Houston, as usual I took the shuttle to the Hyatt. When I opened my suitcase at the Hyatt, I was aghast to discover that I had brought only one leather shoe. How could my valet have been so careless?

I recalled that I had seen a Payless Shoe Source, at one time a division of the May Company, between the hotel and Foley’s. I bought a pair of black leather shoes at Payless for $20. They were so uncomfortable that I threw them away as soon as I arrived home after the trip. However, they saved me from embarrassment during the three days of that visit. I figured that my misbegotten purchase was the equivalent of a bargain-priced rental for less than $7 per day.

One of Robert’s most important jobs was to keep the printers clean and full of paper.

Our first liaison at Foley’s was Robert Myers⁵. I think that he must have come from the IT department. He helped to set up a system whereby the store managers could view the contents of their ads on systems in their stores before the ads were run. He tried to get me (of all people) to market the arrangement to other retailers. I suppose that he meant that we should try to offer it as an enhancement to AdDept, but the guts of what he had done involved infrastructure that was unique to Foley’s. I didn’t understand most of it, and I was too busy with things that I understood a lot better to devote time to learning it.

Robert attended nearly all of the training sessions when I came to Houston, and he did a good job of writing up software requests when I was not around. He was one of our best liaisons.

That is Robert talking and facing the camera. The bearded guy in the foreground is Doug Pease⁶. This picture was not taken at Foley’s. I don’t recognize the other three.

Robert once expressed the opinion to me that XML would become the solution to all of the interoperability problems of software systems. I had read a little about it, but I did not understand it. He did not do a good job of explaining it. He may have been right, but to my knowledge XML never entered the main stream among software developers. TSI implemented a lot of interfaces with software from other companies. Sometimes we sent them files, and sometimes AdDept received and processed files. We never considered using XML.

One day Robert took me on a road trip. This must have been over a weekend, probably the one in which I oversaw the migration from the F10 that Foley’s initially purchased in 1993 to a faster model with more capacity, the 270.

We drove down⁷ to the Johnson Space Center (now called Space Center Houston). We spent some time at the exhibits that they have about manned space flight. It was OK, but ever since I was required in 1967 as a member of the varsity debate team at the University of Michigan (explained here) to argue against the concept of putting an American on the moon, it has always seemed to me that it was an expensive and dangerous idea with very little payoff. So, I was not as gung-ho as most of the visitors to the center.

I found notes that indicated that I went out to dinner with Robert Myers and his wife in 2000. I have no clear recollection of the occasion.

The May Company determined that AdDept should be installed in all of its department store divisions. The process of reaching this decision is described here. Robert was assigned by the May Company to help with the installations at several other divisions. On a few occasions we crossed paths at other divisions.

Left to right are Charisse Cossey, who was the TSI liaison after Robert, Sharon Mullins (the second-in-command), Beverly Ingraham, Ralph Annunziato, and Angela Hurry. That’s my big blue mug in the foreground. This room was called “The Wall Room” because the ads for the current week were always displayed on the wall.

Beverly Ingraham had a nameplate on her desk that said “Bevo”. I don’t know whether she was an alumna of UT⁸, or if it was a play on her name. Maybe both.

I remember doing one project that Beverly was especially interested in. The IT department was able to provide us with sales by department by store by day. I wrote a program to convert this file into a usable format for AdDept programs. We then used the information in reports and screens for each merchant that showed them in each market the total costs of their ads (or parts of ads) and the associated sales.

The ability to provide this kind of information was a big feather in Beverly’s cap. This was the first of several TSI projects aimed at evaluating the productivity of the advertising. The concept was actually more useful as a sales tool to show the power and reach of the AdDept system than as a practical tool for the advertisers. If more than one media was employed for a sales event, it was impossible to attribute which of the ads produced the results.

I don’t have distinct memories of most of the projects that we undertook for Foley’s. For the ones after Denise Bessette became VP of Software Development (as explained here) I only wrote up the requests. I don’t have an excuse for forgetting the ones between 1993 and 1997 I probably did most of the coding myself.

This is Robert at a buffet lunch at the department. I don’t remember the reason for it.

I unearthed some notes for a visit in 2000 about insertion orders for newspapers. Foley’s two newspaper coordinators were Hedy Wolpa⁹ and a lady named Leila, whose last name I don’t remember. I was shocked when they told me that they had not been faxing insertion orders to the papers directly from the AS/400 because they could only order by date, not by publication. They thought that this made it difficult for them to specify positioning (such as “Back page of main section”) while ordering. I also learned that they also did not realize that they could specify much longer special instructions as well.

This would never do. They had paid us to provide insertion orders in the precise format that Foley’s had specified, and they had paid IBM for the faxing hardware and software. We might have even gotten a commission on that. Furthermore, TSI needed for them to be ordering in AdDept so that we could switch them to using the product that we were about to release, A^xN (described here).

I think that this picture was taken at Filene’s. Robert is seated with two fingers raised. I don’t recognize the other people. That’s definitely my yellow spiral binder on the table.

While I was at Foley’s I wrote a new front end program for the insertion orders. It allowed them to order for one paper at a time. They were very happy; it was just what they wanted.

Denise hated for me to do things like this on the road. She did not want me to modify any code on the fly. I understood that. In this case, however, I thought that it was better to beg forgiveness rather that to ask permission from Denise. The top priority of this trip was to get Foley’s on board for insertion orders. They became an enthusiastic users, and all their papers subscribed to A^xN¹⁰ a soon as we made it available.

Foley’s was, by most measures, our best client. They used almost every aspect of the system. They even used the SmartPlus interface for broadcast that was originally designed for the GrandAd system for ad agencies. Their agency, which was in Dallas, sent them files with schedules and audit data.

Several Foley’s users also became very adept at using Query/400 to design some of their own reports. They used this product as much as or more than any other client. They sometimes used their queries and a product called ShowCase Strategy without any assistance from TSI.

As of 2000 TSI had delivered and installed approximately 200 custom programming projects to Foley’s.

1. Beverly Ingraham was promoted to Senior Vice President of Advertising at Foley’s in January of 2000. She held that position until the division was dissolved after Macy’s acquired the May Company in 2006. I am pretty sure that she went to the Macy’s Central division in Atlanta and headed the advertising department there for several years. I think that in 2021 she lives in Spring, TX, twelve miles north of the airport. If I am correct, then she is my age and therefore probably retired.

2. Richard Roark’s LinkedIn page is posted here.

3. In 2000 Linda, who was by then known as Linda Knight Quick, resigned as Senior VP of Foley’s to take a job at Penney’s. Foley’s sued to prevent this because of a non-compete clause in her contract. I was unable to determine how the situation was resolved.

4. In 1997 it was renamed George Bush Intercontinental Airport.

5. I have a note from January of 2000 that indicated that he was doing Internet development for Foley’s IT department using Cold Fusion, but I do not know what he has been up to in the last two decades.He helped me identify some of the people in photos of employees from Foley’s and other May Co. divisions. He also said that his association with TSI changed his life, but he did not explain how.

6. Doug Pease was TSI’s most successful marketing director. Much more can be read about him here. I think that Doug and I must have stopped at Foley’s as part of a marketing trip to Stage Stores, also in Houston. That installation is described here.

7. I wonder if I had a rental car for that trip. Robert lived a long way from downtown Houston. He generally took the bus to work!

8 The mascot of the University of Texas Longhorns is a steer named Bevo. The current one in 2021 is Bevo XV.

9. Hedy Wolpa’s LinkedIn page can be viewed here. She worked at Foley’s for thirty-one years!

10. The design of A^xN is described in some detail here.

1994-2002 TSI: AdDept Client: Kaufmann’s

Posted on July 22, 2021 by Mike

May Co. department store chain based in Pittsburgh. Continue reading →

Kaufmann’s was a department-store division of the May Company. Its headquarters was in downtown Pittsburgh. It had stores throughout Pennsylvania and neighboring states. TSI was contacted in the spring of 1994 by Mary Ann Brown¹, Kaufmann’s Advertising Director. I think that she probably heard of us from someone at either Hecht’s or Foley’s.

In May of 1994 Sue and I drove to Pittsburgh to meet with her. We made the trip by car primarily because we had very little money at the time. We also had scheduled a meeting in the same city with an ad agency, Blattner/Brunner Inc. That meeting and our subsequent visit to the Pittsburgh Zoo has been described here.

Our appointment at Kaufmann’s was scheduled for late in the afternoon, 5:00 as I remember it. We left Enfield fairly early in the morning. Sue, who in those days was famous for her lead foot, did most of the driving. We arrived at the outskirts of Pittsburgh about thirty minutes before the scheduled start of the meeting. At that point we encountered extremely heavy traffic. We were in unfamiliar territory, and, of course, cell phones were still a few years away. So, we arrived a few minutes late.

The beginning of the meeting was rather tense. Mary Ann demanded to know why we were late and why we did not call to tell her we were going to be late. If TSI had not already developed a reputation for good work at Hecht’s and Foley’s, I think that she might have told us to reschedule or to forget about it.

Eventually she got down to business and informed us that the people in her department had developed a system for administering the department’s projects. They were satisfied with what it produced. However, they knew that it would not work in the twenty-first century, and they needed to make a decision about whether to rewrite it or replace it. I guaranteed her that AdDept would have no difficulty with the Y2K issue and explained how AdDept’s approach of a multi-user relational database worked. I do not remember meeting anyone else that day.

Sue and I stayed throughout the visit at a Holiday Inn (if my memory is accurate) a few miles north of downtown. We probably presented a demo at IBM the next day, but, if so, I don’t remember it. My recollection is that the entire event was amicable but not decisive.

For years Doug Pease, TSI’s sales person, stayed in frequent contact with Kaufmann’s. I think that Mary Ann must have spent the time arranging funding. My memory of the next trip to Pittsburgh centers around my meeting with René Conrad² (female), who was the department’s Planning Manager, and John Borman³, who managed the department’s networks and its computer hardware. I don’t know if we had a signed contract yet, but by then they were definitely committed to installing AdDept. In fact the installation did not take place until May of 1998.

I had only limited contact with Mary Ann thereafter. I do remember that she joined René and me for lunch once, and she disclosed that she had for a very short time been (or at least had applied to be) an FBI agent. That was, to say the least, a surprising bit of news.

My first memory of René was her presentation to me of an absolutely enormous D-ring binder with a black cover. Collected therein were samples of all of the reports that they needed. She spent the rest of the day answering questions about the selection criteria and the precise definition of the contents of each column of each report. The bad news was that very few of the reports matched up closely with work that we had already done. The good news was that the design document that resulted from the meeting came closer to meeting the client’s expectation than any that we had produced or would produce later. René was our liaison at Kaufmann’s from the beginning all the way to the end, and she was a very good one.

John, René, and TSI programmer Steve Shaw in a training session in Enfield.

I did not need to spend much time with John. Once their new AS/400 was connected to their network, and I explained that the demand for bandwidth would be minimal since the system was totally text-based, he was satisfied. He took charge of getting the necessary software installed on Macs and PCs, and he connected the AS/400 to the department’s network.

I remember two experiences involving credit and debit cards on trips to Pittsburgh. In those days we kept our cash at Bank of America. The best thing about that was that if I needed cash on a trip I could almost always find a local branch with an ATM. I remember that once I used such a machine at the airport and forgot to reclaim my card when I was finished obtaining the cash. I don’t know what happened to the card after that, but nobody else ever tried to use it.

For my first couple of installation and support trips, Kaufmann’s asked me to stay at the William Penn Hotel, which was only a block or so from Kaufmann’s. I sometimes arrived in Pittsburgh late in the evening. On one of those occasions some sort of event must have been going on downtown. In the lobby of the William Penn there were unexpected lines of people waiting to check in. In those days it was possible to make a hotel reservation without providing a credit card number. Several people in line had discovered that doing so did not mean that a room would necessarily be available when they arrived. There were a lot of angry people there that evening. Fortunately, I had already heard about this problem, which had been perfectly explained by Jerry Seinfeld with regard to rental cars. You can listen to it here.

The gilded clock on the corner of Fifth Ave. and Smithfield St. is still a landmark.

I usually brought an unusually large bright-blue suitcase with me to Pittsburgh. Because I sometimes had trouble sleeping when I traveled I often include the foam rubber pillow that I found much more comfortable than the soft feather pillows that old stately hotels favored. One day after working at Kaufmann’s I was unable to find the pillow in my hotel room. Evidently the maid had confiscated it. I complained at the desk, and they eventually located it and returned to me.

It was nice having such an identifiable suitcase. On an early-morning US Airways flight on July 25, 1999, from Bradley to the Pittsburgh airport that served as a hub. I was the only passenger who checked a bag to Pittsburgh. I went to the carousel listed for my flight. No bags ever appeared. I was worried that the bag had not been removed from the plane. Here is what I wrote about the incident in my notes:

When I got into Pittsburgh, my bag was missing. I went to the baggage office. They had no record of my bag. I had seen them put it on the plane and take it off. I told her [the baggage agent] so. She went to look for it and found it. She said the tag had come off. I can’t imagine how this happened. But guess what. I didn’t get angry through any of this.

While staying at at the William Penn I experienced one of the worst incidents that I ever encountered in my trips to see clients or prospects. I was suffering from the only disease that I contracted in all the years that I traveled extensively. Throughout the visit I was constantly running a low-grade fever and had a few other annoying but not debilitating symptoms. I soldiered on, and I somehow got everything accomplished that was on my list. When I returned home I went to my doctor, Victor Sonnen⁴. He gave me a blood test and eventually diagnosed the problem as a urinary infection. Some antibiotics knocked it out.

I did not really like staying at the William Penn. I could get to Kaufmann’s in two minutes, but this was not a great advantage from my perspective. I was always up early, and there was nowhere very close that served breakfast. I could eat in the hotel, but I have always found that hotel food was not very good and terribly overpriced. The evening meals posed a similar problem. I won’t go to a swanky place by myself. The only restaurant within walking distance that I liked was a Chinese takeout place.

In later years I stayed at a Hampton Inn in the Greentree section of town on the south side of the Ohio River. I loved the free breakfast bars at Hampton Inns, and this one sometimes served tasty snacks such as pizza or chicken wings that were good enough to serve as a supper in the evening. The only drawback was that there was nowhere that was reasonably flat to go for a jog. If you live in Pittsburgh, you must learn to like hills.

On two occasions I went to supper with René and her assistant, Maggie Pratt⁵. Since they both took the bus to work, I drove us in my rental car. They directed me to small restaurants that they knew near the University of Pittsburgh. I don’t remember the food that well, but I do remember that dining alone on the road is not a hard habit to break.

One thing that I remember clearly was that René suffered from migraine headaches. When she got one she still tried to work, but it was obvious that she was in considerable torment.

René volunteered as an usher at the Pittsburgh Opera. In the 1999-2000 season Verdi’s La Traviata was performed. In the last act the heroine, Violetta, who has been suffering from consumption (tuberculosis) dies. René did not like this part of the opera at all. It seemed to long to her: “She should just die and get it over with!” I did not dispute this assessment, but I find parts of other operas to be much more tedious.

Luxury apartments occupy most of the upper floors of Kaufmann’s flagship store now. Target is scheduled to open a store on one or two low floors. There is now a skating rink on the roof!

Kaufmann’s advertising department was on one of the top floors of the flagship store on Fifth Avenue in Pittsburgh. The most peculiar thing about it became evident when one needed to use the men’s room. One was located on the same floor as the advertising department, but the only way to reach it was to walk through the beauty salon. I did not feel at all comfortable doing that. Therefore, I took the escalator up to the top floor, the home of the bakery. This restroom was a little farther away, but I found the atmosphere much more pleasant.

Everyone at TSI worked very hard on the programming projects for Kaufmann’s. The people there were uniformly supportive, and everyone seemed pretty good at what they did. I am embarrassed to say that I don’t remember the names of any of the media managers. The name Debi Katich is in my notes from 1999. I think that she was the Direct Mail Manager, but I may be wrong.

I do not remember the name of the Senior VP (Mary Ann’s boss) at the time of the installation. As I recall, he let Mary Ann pretty much run things. I definitely do remember the name of his replacement in 1999, Jack Mullen⁶, who had been Doug’s boss (or maybe his boss’s boss) at G. Fox in Hartford.

I also do not remember too many details of the code that we provided for them. The detail about newspaper ads that I recall most clearly is that the store’s contract with the Pittsburgh Post-Gazette provided for significant discounts if they ran several full-page ads in the same issue. It was like buying two-liter bottles of Coke or Pepsi. The first three ads might cost $X but once the fourth ad was ordered, the price on all of them changed to $Y for all four ads. This was not easy to code because individual ads could be added, deleted, or moved (to another date) at any time. Also, the size could change. Any of these events could change the rate for all the other full-page ads in the paper that day. Not only did the rates and costs for all the affected ads need to be changed, but history records were also necessary.

Kaufmann’s used AdDept for keeping track of all of its advertising. They even uploaded their broadcast buys from the SmartPlus system that they used.

In 2000 Kaufmann’s was an enthusiastic supporter of the implementation of the A^xN project. Several people offered the opinion that the newspapers would never pay for subscribing to the service. Mary Ann did not agree. She said, “They’ll subscribe if we tell them to.” I visited three of Kaufmann’s largest papers to explain what we planned to do and to solicit suggestions. When I mentioned that I was meeting with the IT director at the Pittsburgh Tribune-Review, John Borman confided to me, “I want his job.”

In 2002, the Kaufmann’s stores’ Pittsburgh business headquarters closed, and its back-office operations were consolidated into those of Filene’s Department Stores in Boston. The consolidation was probably inevitable, but everyone at TSI would have greatly preferred for the new managing entity to be located in Pittsburgh.

1. In 1921 Mary Ann Brown is the Administrative Manager at her alma mater, the University of Pittsburgh. Her LinkedIn page is here. I don’t know why she left her role at Kaufmann’s off of her résumé.

2. René Conrad’s LinkedIn page is here. After the May Company folded the Kaufmann’s division into Filene’s in 2002 I tried to get René to work for TSI. She was interested enough to pay us a visit in East Windsor, but she turned down our offer. Instead she went to work for a theatrical company in an administrative role. We stayed in touch for a few years, but I had not heard from her for more than a decade. However, she recently sent me an email in which she confessed that she owed me a book.

3. John Borman’s LinkedIn page is here.

4. Dr. Sonnen died in 2010 at the age of 96. He was certainly in his eighties when he treated me. His obituary is posted here.

5. I am pretty sure that Maggie Pratt’s LinkedIn page is here.

6. Jack Mullen’s LinkedIn page is here.

1996-2006 TSI: AdDept Client: Filene’s

Posted on July 22, 2021 by Mike

May Co. department store chain based in Boston. Continue reading →

Filene’s was the May Co. division that had its headquarters in Boston. TSI finally sold them an AdDept system and installed it for them, but I was never satisfied with the progress that they made in using it.

Even before TSI hired Doug Pease as its Marketing Director in 1993, I had made a substantial effort to convince Filene’s to use AdDept. After all, it was the closest large chain of department stores, an easy drive up the Mass Pike from Enfield. Unlike the other divisions, they would not need to pay my air fare. Nevertheless, we had a very difficult time getting through the door.

In 1998 the May Co. agreed that all of its divisions should be using AdDept to administer their advertising departments. That story is told here. Chris Giles¹, who managed the PC’s, Macs, and the network in Filene’s Advertising Department, came to TSI’s office for training, but the installation of the system was delayed for several years. There were numerous problems. Filene’s Newspaper Manager had instituted routines using spreadsheets to provide much of what was needed in his area. He admitted that it could not produce insertion orders, but the fact that AdDept could not only produce but also fax insertion orders—with little or no data entry—was not enough to sway him. I did not blame him, but I was disappointed that someone else did not tell him the score.

In 1998 a new liaison, David Doane, was assigned. His main job was as Production Manager. I don’t know why they assigned him responsibility for AdDept. His background was in printing.

I drove into Boston to spend a day with him and to give him a little insight into how the system could work, but we never heard from him again. I wrote prophetically in 2000: “I am not sure that the installation can ever succeed until the liaison comes from scheduling, accounting, or planning.” Spoiler alert: it never did.

The other major issue was that the Advertising Director, Shelley Rubin,² did not seem to like the idea of an integrated system. Maybe she did not appreciate the May Co.’s interference in her operation.

Things finally began to move a little in 2000. I received a surprising telephone call on April 6.

Chris Giles called at 5:45 PM! Joe Hrabar sent him our proposal. Shelley Rubin, the advertising director at Filene’s, had taken a tour of Foley’s. She wanted to make sure that the system we proposed was at least as fast as Foley’s. Evidently she was very impressed with what she saw there.

On January 13, 2001, Filene’s asked TSI to send them three sets of “training booklets”. I printed copies of the generic book that described how the AS/400 and AdDept programs basically worked. He also printed copies of the booklets that described the tables for media and accounting. The package was sent within a week.

The plan was to install Filene’s version of AdDept on a model 270 in the Midwest Data Center in St. Louis. I flew there and began the installation on March 13. It seemed to go fairly smoothly. I installed the AdDept programs as well as IBM’s BASIC licensed program³. I then set up the communications so that Denise Bessette could sign on from TSI’s office. I populated the department hierarchy tables and the broadcast stations from files on a PC diskette supplied by Filene’s. The settings from Kaufmann’s AdDept system were used for several other tables.

This was the first time that one of the divisions would be running AdDept on a computer located in the data center. I reported:

On Tuesday I met with ten (!) people from the May Company’s Midwest Data Center to discuss how the installation will be handled. There is not that much to it. We will have to call someone to vary on the line before we call in. They will then program the AS/400 to vary off the TSI line when we are finished. Someone will be available to do this 24 hours a day.
Adding new users will be a little kludgy. The liaison will have to submit a form to the Mid-West Data Center. Someone in St. Louis will create a user ID and a directory entry for them. The liaison will have to create the record in DAUSERS.

While I was in St. Louis I demonstrated the A^xN programs to people from the May Co. and from Famous Barr, which had been using AdDept for a few years (as described here). This installation was definitely being driven by the people at corporate headquarters.

On Tuesday afternoon we had a conference call with Filene’s. All together about 15 people were in on the call. It was uneventful. They just wanted to go over the support regimen.

My notes concluded with a warning to the people at the Data Center about the difficulties of using Mac printers as system printers and a request from Jerry Catalano that I determine how much disk space Hecht’s⁴ was using per year.

Figure two hours in the morning or evening in good weather.

I made several trips by car to Filene’s office in the downtown Boston store after that. For the most part I worked with a lady in the Business Office to make sure that they could record all of their invoices into CAPS. I am not sure that they ever used the system for much more than that.

I don’t remember too many details of those trips. I remember that I would stop and get a Big Gulp-sized Diet Coke at 7-Eleven on the way from the parking garage to the building. I also remember that the only men’s room on the floor that housed the Advertising Department was near the cafeteria, which was a very long walk. On the other hand the elevators were very close, and there was one handicapped restroom that could be used in emergencies.

Epilogue: In 2002 Filene’s took over administration of Kaufmann’s⁵ stores, but the Kaufmann’s logo was retained.

In 2005 Federated Department Stores acquired most of the May Co. properties, and in 2006 the administration of the Filene’s and Kaufmann’s stores was moved to Macy’s in New York City. The stores were eventually either closed or relabeled as Macy’s.

1. Chris Giles worked at Filene’s until 2006, when the administration of the stores was assumed by Macy’s East. His LinkedIn page is here.

The Downtown Crossing store was closed in 2006 in favor of the nearby Macy’s that already existed. Although it was protected as a historic landmark, the interior was gutted, and the building remained unoccupied for years. In 2023 some of the floors are occupied by retail, some by offices, and others are empty.

2. Shelley Rubin also stayed at Filene’s until Macy’s took over in 2006. Her LinkedIn page can be viewed here.

3. IBM no longer supported the BASIC language programs on the AS/400/iSeries, but they allowed TSI to make copies of it and sell them to users.

4. The story of the AdDept installation at Hecht’s is posted here.

5. The details concerning the AdDept installation at Kaufman’s can be viewed here.

Wavablog

Memoirs, bridge, popes, travel, and other stuff

Tag Archives: Hecht's

2005-2009 TSI: AdDept Client: Macy’s South

1991-2012 TSI: AdDept: The Whiffs

1993-2006 TSI: AdDept Client: Foley’s

1994-2002 TSI: AdDept Client: Kaufmann’s

1996-2006 TSI: AdDept Client: Filene’s