Tag Archives: Saks Inc.

1991-2012 TSI: AdDept: The Whiffs

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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:

  1. Divisions of Federated Department Stores. Our relationships with various Federated divisions are described in detail here. They are not included in this entry.
  2. 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.

Someone wrote this book about Woodies.

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.

First stop: Norfolk.

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.

All of these stores are gone.

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.

Flagship store on 60th Street.

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 AxN, 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.

The competition.

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.

1998-2005 TSI: AdDept Client: Proffitt’s

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Proffitt’s was a chain of department stores based, for the period in which I was associated with the company, in Alcoa, TN. Proffitt’s was the first division in the entity Proffitt’s Inc. The corporation changed both its name and orientation … Continue reading →

Proffitt’s was a chain of department stores based, for the period in which I was associated with the company, in Alcoa, TN. Proffitt’s was the first division in the entity Proffitt’s Inc. The corporation changed both its name and orientation in 1998. The new entity was called Saks Inc. TSI’s relationship with that corporation and the people in Proffitt’s Marketing Group (PMG) has been described here.

Proffitt’s headquarters was four miles south of the airport. I usually stayed at the Hampton Inn at the top of the map. Although the town of Maryville was only about a mile away I seldom went there, and I never went to Knoxville.

I don’t think that I did a demo for Proffitt’s. Rather, the decision to use AdDept there was made by PMG based on the success of the installation at McRae’s that is described here. I definitely remember my first trip to the divisional headquarters. In April of 1998 I flew on Delta from Atlanta and arrived at McGhee Tyson Airport1, which is also located in Alcoa. I rented a car and drove the short distance to Proffitt’s headquarters, which was in a strip mall that did not have a Proffitt’s store. The mall’s anchor store, if you could call it that, was a Burlington Coat Factory.

By the day that I arrived, the advertising department’s AS/400 was already installed in a closet. Next to it was the system console. There was already a premium on space there, and it got worse very quickly. On some occasions I was required to work in that closet. It was a strong contender for the worst work environment that I had to endure.

The connectivity was also installed and configured by someone else. Specifically, TSI had nothing to do with the selection of the emulation software for the Macs.

Proffitt’s advertising department was not very large. The primary reason for this was that much of the creative and production work had been outsourced to an ad agency in Chicago named Ambrosi. I wrote this about the agency’s practices in April of 2000:

Ambrosi has a minimum charge of $175 for materials. They sent an invoice to Proffitt’s with a line on it with a $175 charge for “eye shadow kit.” Proffitt’s paid it without questioning it. The bill was nearly $20,000 over the budget – for one catalog.

The people: My original contact was the production manager, Tom Henry. All that I remember about him is that he took me to lunch that first day in his Corvette that was not really a Corvette. He said that it was “a knock-off”. I should have asked him to elaborate on the subject, but I did not. I think that we ate at an extremely inexpensive pizza place where you just pointed at the slices that you wanted. I have forgotten the name of the place.

Long after I posted this entry I discovered this photo of a meeting at PMG in Birmingham. Tom Henry is on the left in the shirt with horizontal stripes. On the opposite side of the table are two other people from Proffitt’s: Tom Waltz at the far end and Cindy Karnoupakis in red and white. I think that Tom W. was the manager of the business office before Jim Pierce. Cindy may have been his assistant. Steve VeZain of PMG is waving on the right. I don’t remember the meeting, and I have no firm recollections of Tom W. and Cindy.

I did not work with him much after that day. He was in charge of the department’s computers. Therefore, he had me train some people who worked for him how to check the backups. Leaving this important role up to them was a mistake.

I wrote this about the situation in early 2000:

This installation got off to a very slow start. All the people involved in the project initially bailed out when the data entry started. Three people are now involved – Jeannie Gorman for ROP, Lucy Delk for other media, and Jim Pierce in the business office. Jim, although a very laid-back guy, has more or less taken the bull by the horns in the last few months. They are now using AdDept for closing – accruals and the prepaid to expense journal entry for all media.

Don Alexander2 was the Senior VP of the department until July of 2000, but I do not remember dealing with him much. In fact, I remember very little about most of the people in the department until Marianne Jonas came from McRae’s to become the Advertising Director in August of 2000.

  • Cindy, Lucy, and about half of Jim.
  • Jeannie Gorman.
  • Charlene.

Jim Pierce handled the finances. His assistant was named Charlene. Christi Bullock worked with her. Jeannie Gorman scheduled and purchased newspaper advertising. Lucy Delk handled other media. I also took a photo that included a woman named Cindy. I don’t remember any of these people very well. I need to rely on the notes that I have discovered, and they do not begin until 1999. Furthermore, my research has been unable to determine anything about their subsequent lives.

Hardware issues: Most users of the AdDept system on AS/400’s experienced few if any problem with their hardware. If they did, they solved it themselves or got the IT department involved. My notes from Proffitt’s for 1999 and 2000 are replete with references to SNAFUs attributable to hardware. On July 13, 1999, I wrote “Evidently the power failure at Proffitt’s fried their fax modem.” This modem was used to send insertion orders automatically to the newspapers. If it was not working, Jeannie had to print the orders and send them one at a time via a fax machine.

The very next day I wrote the following about an incident handled by Jamie Lisella2 at TSI’s office:

Jamie got frustrated with Proffitt’s. As usual they have no one who is both willing and able to do something, in this case switch the modem cables for IBM.

TSI also had an HP Laser Jet 5 in its office.

TSI even was called about very trivial printer issues. This note is dated exactly two months after the modem cable problem:

Their HP 5 printer wasn’t working. The Powersave feature was on. I think when they had a power failure it may have reverted to the factory settings. I turned it off and restarted it. I printed out five copies of my write-up of how to take care of this. Maybe someone will read it this time.

In April of 2000 much of my attention was dedicated to getting TSI’s insertion order project, AxN, operational. I needed to document potential benefits vis-à-vis having the computer generate faxes.

I asked Jeannie Gorman to try to think of everything she hated about faxing insertion orders. She told me that she has to fax about one in ten by hand because they do not go through. While I was in the computer room I heard several busy signals.

The Disk Crash: In all of the time that TSI worked with IBM midrange systems, only one catastrophic disk failure2 ever occurred. It happened at Proffitt’s in late November or early December of 2000, only a few months after Marianne Jonas had moved to Tennessee from Jackson, MS.

One problem with IBM midrange and mainframe computers was that they were so reliable that users sometimes took them for granted. When I set up the system for Proffitt’s I programmed backup jobs that ran every night. All files used by AdDept were saved to tape. A different tape was used every night. They were recycled weekly. So, if there was a failure on Thursday, they could restore from the Wednesday night tape. If, for some reason that tape could not be used, the Tuesday night tape could be used, and so on. Total system saves were done whenever a new version of the operating system or a new set of PTFs4 was installed.

The process could not be completely automated. Someone had to change the tape every day and check to make sure that the backup completed normally.

Every multi-user system must have some method to prevent one user from overriding what another user has just done. On the AS/400 this was done at the record level. So, if one person was working on an ad or an invoice, other users were prohibited from deleting or changing information about that ad or invoice while the first person had the record open for editing. When the user finished working on an item or closed the program, the locked record or records were released. This occasionally caused problems when someone called up a record in a program that allowed editing and left the program open.

IBM’s backup procedure was also affected by locked records. It could be set either to skip backing up the locked files altogether or to back up the previous version of the locked records (called “Save While Active”). The latter sounded like a good idea, but it ran the risk of leaving some files out of sync with others. Besides, the backup was only really useful if all the files on it were complete.

When the disk drive was reported faulty, IBM replaced it with a new one. At that point it was discovered that the backup tapes for every day of the previous week were incomplete. The last usable backup was from the system save tape from more than a month earlier. Evidently no one had been checking the backup logs.

Of course,I changed planes in Atlanta.

When these facts were reported to TSI I ordered an “all hands on deck” response. The problem must have been discovered on a Friday. Jamie made a reservation for me to fly to Alcoa in time for business hours on Monday. Denise Bessette5 and I worked out a plan for getting as much of the data as possible back on the system while retaining the system’s integrity. We also devised ways of checking the consistency of the data and printing lists of records that should have matched but did not.

When I arrived at Proffitt’s Marianne escorted me to a conference room, closed the door, and screamed at me for a very long time. She said that it was irresponsible of me not to tell the people involved how to check the tapes. I explained that I had shown the people at Proffitt’s how to do this, and I had shown the two IT people whom she had designated how to perform this task at McRae’s. I also showed her the letter that I had sent to all of the divisions emphasizing how important it was to check the backup logs. It also explained the service that TSI offered for $150 per month whereby a TSI employee would sign on and check the logs every morning. Employees in the advertising department were notified if anything was amiss. Parisian was the only division that purchased this service.

Marianne was not persuaded or even mollified in the slightest by any of these facts, but she let me go on with my work to salvage as much as possible. The notes below include a lot of technical jargon, but at least they show how much effort I made to righten the ship. I have inserted footnotes to explain a few items.

Proffitt’s Recovery Journal

1. Sandy located all of the files missing from the save tape.

2. I used CHGJOB to bring all of the missing files up to speed.

3. I created records on the season file 6 for 001, 002, 011, and 012.

4. I deleted all logical files7 with 00 in them. These files were ones on the system save tape that were overridden by the ones on the nightly save tape.

5. I deleted all logical files whose source had been changed since 1/1/01. I then created them again.

6. I wrote a program named CRTPROFJCS to create DPJCSUM from DPJCSXMO. I ran it for 001, 002, 011, 012, and 021.

7. I created a logical file named DAACTSTAD2 to use in my program to create ads in 001 and following.

8. Dave Weeast left Jim a message that I should IPL8. I did so.

9. I used SQL to set the values of the latest projections in DPJCSUM to the sum of the open purchase orders plus the actual invoices for 001, 002, 011, 012, and 021. I did not change the original estimates. I tried to explain this to Marianne and to find out whether I should, but I couldn’t get her to understand what I was talking about.

10. I set up the user profile and the directory entry for Marianne, Ivy, and Phyllis Compton. These were the only people that had records in DAUSERS but no user profile.

11. I change the system value QINACTIV to 180. I also scheduled a job to end and start the interactive subsystem at 1 a.m. Bill9 said that we should do both of these things.

12. Marianne seemed to think that the store cost accounting would be worthless, but I still think that it is better than nothing for 002 and for the past.

13. Dave Weeast could not get the Mac network to come up. Daniel Moore10 came in at noon on Monday. Evidently it was never plugged back in. After he plugged it in it worked OK.

14. The HP network printer did not work. The IP address was wrong. I got the new one from Daniel and gave it to Dave Weeast. He changed the address, and it worked fine.

15. I changed DAACTSTAD2 to sort by expense class and month before ad number, so I could do a month at a time.

16. After a great many false starts I was able to get a program called CRTPROFADS to create the ROP ads for 011. It did not put in headlines. I set the columns and inches to 1 each. I set the ad type to 2 (B&W). I used defaults for everything else, borrowing the code from DM021 and DM041. I used storewide as the principal participant and assigned it 100% of the costs.

17. I wrote a query named ROPSEQ10 to extract the first pub on every ad. The results were stored in FEB01ROP, MAR01ROP, etc.

18. I wrote a program named RPFIXCI to calculate the column inches for each ad. It also deduced the ad type – black & white (2), one-color (6), or full color. I then changed the ad types in option 9 for the color ads and the size in option 1 for all ads.

19. I wrote a query named ACTST0011M to get the costs for each insertion in DAACTST. I wrote a second query named CHK0011M to compare this file with DMPSDET and report the discrepancies. I then fixed the obvious ones and kept the short list of the remaining ones.

20. I ran CRTPROFADS and RPFIXCI for February and March. I also did step 19 for both months. The March files and queries have 0012 instead of 0011.

21. The CPU attention light seems to be permanently on with SRC A6001730. Dave Weeast said that it is was OK.

22. Marianne complained about getting stuck in the “Cost” column in DM029 if she accidentally puts something there. I changed DM029S to accept blank, which is what they put in 90% of the time any way.

23. Jeannie did not put in a tape on Monday night, so we could not check the backup. She did put one in on Tuesday.

24. On Monday I worked in an office that had been turned into a shrine to Dale Earnhart. On Tuesday I worked in the closet in which they keep the AS/400. No kidding.

Issues

1. Marianne would like to be able to lock quantities in DM025.

2. I only got through March 2001. I ran CRTPROFAD3 but got no farther.

While I was at Proffitt’s I spent a little time researching what could have caused this problem. I was pretty sure that everyone turned off their terminals or PC’s before leaving every evening. I was quite certain that no one ever worked so late that their session would overlap the period scheduled for the backup. Moreover, there were only a few other scheduled jobs, and none of them locked records for important files.

Eventually I discovered that one person—a Mac user—did not close active AS/400 sessions before turning off the computer. The third-party emulation software running on the Macs, unlike the PC software that had been written by IBM, failed to notify the AS/400 that the session had ended abnormally. So, the job was still running, and records were locked. That user was Marianne herself.

When I left on Tuesday evening, I thought that the system was in pretty good shape. I left Marianne with a list of the ads that were still inconsistent and told her what needed to be done to fix them.

My recollection is that instead of proceeding as I suggested she decided to delete a large number of ads and have her employees key them in from scratch. That, of course, was her right.

Needless to say, TSI sent an invoice to Proffitt’s for the two days that I spent there. We did not bill them for any of the employees’ time. Marianne refused to pay the invoice. She insisted that the whole mess was TSI’s fault, and Proffitt’s would not pay.

The next time that I was in Alcoa I asked for a meeting with the man (whose name I do not recall) who replaced Don Alexander as Senior VP. I explained the situation to him. The invoice was promptly paid. I never mentioned anything about this to Marianne, and she never said anything to me. Our relationship thereafter was cordial but a little distant.

The Atmosphere:The trip to try to recover Proffitt’s files was no fun, but I went there a number of times, and I had quite a few memorable moments. I usually stayed at the Hampton Inn that was near the airport but not so near that the air traffic disturbed me. One night I was pleasantly surprised to see that I was the Guest of Honor. I received a basket of fruit and, I think, a bottle of wine.

My favorite place to eat was within walking distance of the Hampton Inn. Here is what I wrote about El Sazon11 in September of 1999:

I treated myself to chicken chimichanga last night at El Sazon, a nice little family-run Mexican restaurant within walking distance of the hotel. It came with rice, beans, guacamole, pico de gallo, chips and salsa. I also ordered iced tea with a free refill. My bill was $8.34 with tax. Things are a little cheaper here.

I wonder what you can get for $8.34 today.

My favorite place in all of Tennessee was Springbrook Park, which was about halfway between the Hampton Inn and Proffitt’s. It contained a 1.4 mile dirt path that wound through some very interesting scenery. I vividly remember jogging there nearly every night while listening to opera arias on my CD player or Walkman. Here is how I described one of those experiences:

I had a delightful seven-mile run yesterday evening. It was close to 70 with a gentle breeze. I love running in Springbrook Park – through the woods, alongside the brook, around the fountain, across the wooden bridge, up towards the playground. A few dog walkers, a few amateur joggers who never seem to do more than one lap, a few strollers (mostly in pairs), a lady just sitting in the sun on one of the many wrought iron benches, and two adolescent girls using a jar to catch something in the stream and then — on the next lap — painting each others’ faces with mud divert my attention momentarily from Professor Greenberg’s12 dissection of Verdi. The very end of the path is steeply uphill. On the last lap the tape had run out, and my calves started to cramp, but I liked the feeling. It meant that I was pressing just enough.

The atmosphere at the Proffitt’s building was also remarkable. The shrine to Dale Earnhardt had a serious competitor for most unusual workspace in the advertising department. One lady’s cubicle was filled to the brim with Warner Brothers cartoon characters—cutouts and stuffed versions of Bugs, Porky, Sylvester, and all the others.

In 1998 the University of Tennessee, located in nearby Knoxville, won the national championship in football. At the beginning of the 1999 season enthusiasm for the prospects of the Vols was at a feverish pitch, and Proffitt’s participated. Here is what I wrote about the most obvious manifestation.

Proffitt’s has put up a whiteboard across from the lunch room. Employees are encouraged to write their predictions for the Tennessee-Florida game. All day long yesterday people were standing around the board, which has also sprouted derogatory comments about various Southeast Conference schools.

After Marianne Jonas arrived, the atmosphere in the department became more serious. On the first occasion in which she invited me to Alcoa she did not let me rent a car. Instead she told me to stay at the Hilton at the airport. She personally drove to the airport and picked me up the next morning. I complained to her that my room was a very short distance from the end of the runway where the delivery service planes departed from between 2:00 and 3:00 in the morning. I got very little sleep because of the roar of their engines.

I needed to use cabs to get back and forth to the hotel for the rest of that trip, but thereafter she let me rent a car and stay at the much cheaper Hampton Inn.

Epilogue: In 2005 Saks Inc. sold the Proffitt’s and McRae’s stores to Belk13. The administrative offices in Alcoa were closed. Within a year all of those stores were converted to Belk stores or closed.

To the left is a photo of the Belk store in Foothills Mall in Maryville, TN. It was formerly a Proffitt’s.

1, McGhee Tyson Airport serves the greater Knoxville area. It is located south of the city in the town of Alcoa, which was named for its biggest employer, Alcoa Corporation.

2. My on and (mostly) off relationship with my sister Jamie is addressed in several blog entries. My relationship with the Lisella family is detailed here. The big crisis that developed shortly after her modem incident is described here.

3. Later versions of the AS/400 circumvented this problem using a technique called RAID (Redundant Array of Independent Disks) by which a set of disk drives could be recovered from redundant information on the remaining drives when one failed.

4. PTF is one of hundreds of three-letter abbreviations used by IBM. It stands for Program Temporary Fix. Every few months IBM would release a new set of PTFs for problems in the operating system or in IBM-provided programs.

5. More information about Denise can be found here and in many other blog entries.

6. The season file had two seasons per year. 001 was the spring season of 2000; 002 was the fall season of 2000. The two seasons that began with 01 were for 2001. Thus there was a mixture of past, present, and future on the file.

7. A “logical file” does not contain data. It contains pointers to data that may be sorted in a different order and may not include all of the records.

8. Dave Weeast was in charge of all AS/400’s for Proffitt’s Inc. More information about him can be found here. IPL, which stands for Initial Program Load, is IBM-speak for rebooting the system.

9. I am not sure who Bill is, maybe Bill Giardina, who worked in IT at McRae’s. That installation is described here.

10. I don’t remember Daniel Moore.

11. El sazon means “the seasonings”.

12. Robert Greenberg made a series of recordings for The Teaching Company (which subsequently changed its name to The Great Courses). They analyzed various aspects of classical music and opera. Sue Comparetto and I also attended a few lectures that he gave in association with performances by the Hartford Symphony Orchestra.

13. The advertising department at Belk was in a huge complex in Charlotte, NC. It used AdDept to manage its advertising. The details are posted here.

1986-2005 TSI: Marketing Employees

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TSI’s salesmen. Continue reading →

By the mid-eighties Sue and I really needed help with marketing. We had some good products to sell, and our service was fantastic. However, our salesmanship was poor. I could often persuade people that I could develop a solution to a difficult problem, but I was not very good at persuading them that TSI’s product and approach were better than those of our competitors.

The first person whom we engaged to represent us was Joe Danko, who lived on Cape Cod. At first the relationship was on a commission-only basis. Later we considered hiring him as our salesman, but we decided against it. The details are described here. Joe was never actually an employee, and we never paid him for his services. I don’t know how much effort, if any, he put in on our behalf.

Trust me; Paul was nothing like this guy.

We hired some consultants to help us. They, in turn, hired a graduate student named Paul Schrenker, to sit in Sue’s office in Rockville when she was on the road. We provided a list of presidents of ad agencies and their phone numbers. In only a few cases was it a direct line, but, even so, quite a few people agreed to talk with him. Ad agency executives were all about relationships. Whether Paul was a potential client or a potential vendor did not matter that much; many agency heads were always on the lookout for connections. So, a surprising number of advertising executives accepted a cold call from a graduate student who knew a lot about biology but very little about any aspect of the business world.

The Patriots debacle was not O&P’s finest hour.

One of the ad agencies, O’Neal & Prelle in Hartford, agreed to an appointment, and we eventually closed the sale. Paul did not participate in closing the sale, but he did make the first appointment.

TSI severed its relationship with the consulting firm. We decided instead to hire a full-time salesman, and we approached it in the same way we had recruited programmers and administrative people—by placing an ad in the newspapers. I think that we interviewed a couple of people. One stood out, Michael Symolon. He seemed excited about the job, and he was quite well-spoken. He was a graduate of Central Connecticut. He had worked in marketing for five years at Triad Systems, a company that specialized in software for dentists.

What about TSI?

I think that we hired Michael at some point in 1987. His LinkedIn page, which can be found here, was no help in this determination. Although he included previous and subsequent employers, he left TSI off of his list of experiences. We paid him a pretty good salary as well as commissions.

I remember that when he first began to work at TSI Michael was gung ho about setting up a nationwide sales organization. He advised me to schedule annual trips to exciting destinations exclusively for the most productive reps of our software systems.

Michael.

This attitude shocked me a little, but he eventually revised his expectations when he discovered how complicated the GrandAd product was. Our competitors could undercut us on price on the hardware, and there was not much that we could do about it. The key to selling was almost always our willingness to customize the system for the prospective client. The idea of setting up a network of sales agents seemed unworkable to me. If I could not deal with the people personally, how could I assess what changes were necessary and feasible?

We gave Michael room to be creative in his approaches, but I was not ready to discuss how to celebrate sales generated by imaginary salesmen.

9.5 rounded up.

Terri Provost left the company shortly after Michael was hired. Michael interviewed and hired Linda Fieldhouse to take her place as administrative assistant/bookkeeper. Both of them are described here. Michael assured me that Linda was “at least a nine and a half.”

I am pretty sure that Michael and I went on a couple of ad agency sales calls together. I remember driving up to Vermont with someone—it probably was Michael. When I got out of the car I realized that I was wearing the pants for my pin-stripe suit with my blue blazer. We did not get the sale, but I don’t think that my fashion faux pas was the cause. Vermont is not known for haute couture.

I also remember that Michael accompanied me to Keiler Advertising once. Evidently he had once dated Shelly, who at that time was in charge of bookkeeping there. Michael was very embarrassed by the incident. I did not ask him for historical details.

I don’t remember him closing sales of any new GrandAd clients.

We took Amtrak from Hartford’s Union Station to NYC.

Michael also came to New York City with me for at least one very important presentation to Macy’s in 1988. He was almost a hero, as is described here.

Michael invited Sue and me to supper one evening at his house in Farmington. We got to meet his wife and kids. It was a very nice house, but I don’t remember any details.

I am sorry to report that Michael was at the center of TSI’s first great crisis, which is described here.

I ran into Michael at Bradley International one day in late 1988. He told me that he was working for a company that sold advertising software to magazines. I told him that Macy’s had finally signed the contract, that I had been working my tail off to get all the software written and installed, and that TSI would send him his commission check as soon as we got the final check from Macy’s. There did not seem to be any hard feelings.

For a couple of years TSI muddled along without a salesman and with very little effort at marketing. Those were very difficult years in a number of ways. By the spring of 1991 the AdDept system had two pretty substantial accounts, and we felt that it was time to start marketing it seriously nationwide.

Meanwhile, our ad agency clients seemed perfectly content with their current hardware and showed no interest in converting to the AS/400, the system that IBM had introduced in 1988. It is described here.

We hired a young man named Tom Moran to help with marketing. He was a very nice guy, but he knew next to nothing about computers, advertising, retail, or, for that matter, marketing. He was definitely eager to learn, and he was willing to follow up on leads, which was the most important thing. Plus, both Sue and I liked him.

I remember going on two trips with Tom. The first was for a meeting with Hecht’s in Arlington, VA. Sue, Tom, and I drove down to the Washington area. A Motel 6 on the Maryland side of DC kept the light on for us, and I am happy to report that no murders were committed (or at least none reported) there that night. It was the first and last time that I stayed at a Motel 6.

The three of us met with Barbara Shane Jackson, who was in charge of Hecht’s patchwork PC system and her boss, the advertising director, whose name I don’t remember. Tom did not contribute much, but it was a good meeting on the whole. In the end we got the Hecht’s account.

The RAC was held at the Hilton in downtown Chicago.

Tom and I also attended RAC, the Retail Advertising Conference, in Chicago. It was a huge pain to get everything prepared for our booth there. We had to rent an AS/400 from IBM and to hire union employees to set everything up. Nevertheless, we did manage to get our demo computer system working by the time that the attendees came to visit the vendor area.

Some vendors who were familiar to us were there. Camex, the company from Boston that specialized in programming and selling heavy-duty Sun workstations for the production of ads, had an exhibit that was ten times as large as ours and had a dozen or more people. Tapscan, the broadcast software company. was right across the aisle from our booth. One young lady who worked there must have accidentally left her skirt at home. It appeared that over her black pantyhose and high heels, she was wearing a wash cloth that she purloined from her hotel room.

Most of the conventioneers were drunk or at least tipsy by the time that they reached our area. We made one contact with the ad director of Hess’s, a department store chain with headquarters in Pennsylvania. Tom gave him a copy of our sales materials and got all of his contact information. Unfortunately, almost as soon as we had begun correspondence with him, Hess’s was acquired by another retailer, and his position was eliminated.

The convention would have been a complete fiasco except for two things. The first was that I got to introduce Tom to the indescribable pleasure of Italian beef sandwiches purchased from street vendors in the Windy City.

The other redeeming event was the appointment that I had made to do a demo at the convention for Val Walser, the Director of the Advertising Business Office at The Bon Marché, a department store chain in the northwest. The programs worked without a hitch, and she was very impressed with what the system could do. She even invited us out to Seattle for a presentation to the relevant parties at the IBM office there.

Tom accompanied me on that trip, too. Our plane landed in Seattle very late, well after midnight. We checked into our hotel, but we only managed to get a couple of hours sleep. We went to the IBM office, where I checked that all of the software was working correctly. By this time I had been chain-drinking coffee for several hours, and still I felt very sleepy. This was an important presentation, and I had to be at my best.

The demo seemed to go pretty well. Everyone was attentive. The people from the IT department were asking tough questions, which usually boded well for us. I was so tired that I could barely concentrate. As we were putting away our materials I realized that I had been drinking decaffeinated coffee all day.

Nevertheless, I convinced Val and the other important parties. We put together a hardware and software proposal, and they submitted a requisition to the IT department, which also approved it. However, the powers that be at Federated Department Stores1, the mother ship, vetoed it.

This episode taught me that TSI needed someone who could navigate his way through the bureaucratic structure to find out what the hold-up was. Tom was not ready for this kind of responsibility. In the end, we decided that we could not afford someone who just tagged along for demos. In fact, we were really in the position where we could not afford anything.

Fortunately, we were able to use the Hecht’s installation as an entrée into the May Company, which at the time had about ten divisions. Not long after that I persuaded Foley’s in Houston to install the system, too. I also convinced Neiman Marcus in Dallas to get the system.

A grainy photo of Doug in an airport.

Those sales gave TSI both a solid base of accounts and enough revenue that we again looked for a marketing person in 1993. We found what we were looking for in Doug Pease, who had actually worked in the advertising department at G. Fox, the local May Company chain.

At first I had hoped that Doug could do some of the demos, but I soon gave up on that idea. I knew exactly what the system did, what it could potentially do, and what was beyond us. The programmers were generating a lot of code every week, and so these lists were in a constant state of flux. Besides, I had a great deal of experience at public speaking, and Doug did not. I don’t think that I would ever have trusted anyone with the demos.

Doug was a real bulldog once he had a hot lead. He was extremely good at following up on everything. In his first year we closed extremely profitable sales to Lord & Taylor, Filene’s Basement, and Michaels Stores.

Susan Sikorski

In April of 1994 I received an email from a woman named Susan Sikorski, who worked at Ross Roy Communications, Inc. in Bloomfield Hills, MI. The company at the time had eight hundred employees (!) and seven satellite offices. They wanted a production billing system that would feed their Software 2000 accounting system and some internally developed applications.

A few years earlier I would have considered this opportunity a godsend. We had already written interfaces for Software 2000 accounting systems for two AdDept clients. We loved to do interfaces, and the more complicated they were the better. However, we were so busy with programming for clients that Doug had landed that this was my response:

Unfortunately, as I looked over your package, I realized that our system does not really measure up to your requirements. We would have to make very substantial modifications to meet even the minimal requirements. Since we specialize in custom programming, this would not ordinarily be a great issue to us, but at this time we would not even be able to schedule the work for many months. So, I guess that we will have to mass.

And it was almost certainly a good thing that I was forced to make that decision. In 1995 Ross Roy Communications was purchased by the mega-agency called Omnicom Group. If TSI had been chosen for the project, I strongly suspect that the plug would have been pulled on it before the system became fully operational. Susan found a new job at Volkswagen in 1996.

Meanwhile, in the next few years Doug managed to get TSI’s AdDept system into all of the remaining May Company divisions, as well as Elder-Beerman, the Bon-Ton, Stage Stores, two Tandy divisions, Gottschalks in California, and all but one of the five divisions of Proffitt’s Inc., which later became Saks Inc..

Doug and I took many sales trips together. The most memorable one was in December of 1997 to Honolulu to pitch Liberty House3, the largest retailer on the islands.

Doug using a client’s AS/400 for something.

We had a little free time while we were there. Doug and I used it to climb to the top of Diamond Head together. He was an enthusiastic mountain biker, he had been a soccer player in college, and he was quite a bit younger than I was. I was in pretty good shape from jogging. So, neither of us held up the other.

Sue accompanied us to Honolulu, and after Doug returned home, she and I had a great time on four different islands, as is described here.

The other trip that was the most memorable for me was when we flew to Fresno, CA, to pitch Gottschalks, a chain of department stores in the central valley.

In those days you could save a lot of money by flying on Saturday rather than Sunday—more than enough to pay for a day’s food and lodging and a car rental. Doug and I considered going to Yosemite on our free day, but there was a problem with the roads there. Instead we decided to drive along the coastal highway from north to south to maximize our views of the coastline.

Somebody else’s photo.

I did not have a camera, but Doug did. His was a real camera of some sort. I was not yet into photography, and I had not brought a disposable camera on the trip. Doug took lots of photos. In fact, he ran out of film. When we stopped for lunch he bought some more film.

Doug took a lot more photos on the rest of the journey, or so he thought. When we got to Fresno he discovered that he had no photos at all after lunch. I don’t remember whether he forgot to load the camera after he took out the film. Maybe he did not wind it, or there was a technical problem. That was not the worst of it. He also somehow lost the first roll of film when we stopped for lunch, and it also contained the photos of his newborn child taken before we left.

But, hey, we got the account.

I guess that Doug is unloading new equipment in Enfield.

Doug and I almost never disagreed about what the company should be doing. However, near the end of his tenure he came up with an idea that I just could not sanction. He wanted us to start a new line of business in which we contracted for large chunks of advertising space from newspapers at a discount and then resold it to small businesses at a profit. Maybe he could have sold a lot of space; maybe he couldn’t. In any case such an undertaking would leverage no TSI products or services and none of the skills that the rest of us possessed. In short, he was asking me to backstop a new source of revenue for him. I declined to do so.

Doug and I made a great team. I gathered specs and did the demos. He attended, met the players, and subsequently followed up on everything. When the prospect had signed the contract, he made sure that all the i’s were dotted and the t’s crossed and ordered the hardware if they bought from TSI or a business partner.4 By 1999 we had more work than the programmers and I could handle. I told him to stop selling new software systems until the programming backlog could be reduced to a more manageable level, which would not be for at least a year. He made the imminently reasonable decision to look for another job.

After TSI moved to East Windsor in late 1999, we hired one more AdDept salesman, Jim Lowe. His previous experience was with a company that marketed hard cider. The challenge was to get retailers to give them adequate shelf space. It was retail experience, but not exactly the kind that we had dealt with.

Jim was a smart guy, and he could have been a good salesman for us. We went on a trip together to Wherehouse Music in Torrance, CA. Wherehouse was a large chain of music stores in California. Jim and I stayed in a nearby Holiday Inn the first night. We used MapQuest to find to the Wherehouse headquarters the next morning. At the very first turn MapQuest advised us to turn right. This seemed wrong to me, and I turned left instead. We reached the building in less than ten minutes. I don’t know when we would have arrived if I had turned right.

It was a very strange meeting. Rusty Hansen, whom I knew from Robinsons-May, had told them about us. We never got to meet with him or anyone else who seemed to know what they wanted. We did get to meet the president of the company, who was wearing jeans and a tee shirt. I never did figure out what this whole episode was about. The company went out of business within a couple of years.

Jim only worked for us for a few months. He took an offer that was very similar to his old job. Before he left he helped me with a mailing that produced some good leads. I sold the last few AdDept systems to some of those retailers by myself.

Jim’s advice to me when he left was that TSI should concentrate on AxN, which is described here. I don’t think that he ever really understood that the horse must precede the cart. We needed retailers to be sending us insertion orders in order to be able to send them to newspapers.

Bob in Denise’s office.

Bob Wroblewski was, as I recall, a relative of Denise’s husband. In November of 2003 Denise came up with the idea of paying Bob to get the newspapers signed up.

I got to know Bob on a trip taken by the two of us to California to persuade Rob-May and Gottschalks to use AxN. We both misjudged how well the two demos went. The people at Gottschalks seemed excited; Rob-May was somewhat cool. However, Rob-May soon came around, and I never did persuade Stephanie at Gottschalks to use AxN.

Here is how the marketing process worked. After a retailer’s advertising department that scheduled its newspaper ads in AdDept agreed to use AxN for insertion orders, it provided us with a list of its newspapers with contact information. I wrote a letter to each paper asking them to subscribe to the service. The letter was printed on the retailer’s letterhead and was signed by the advertising director or ROP manager at the newspaper. However, it was sent by us along with a contract that I had signed. The monthly rate was approximately what the newspaper charged for one column inch in one issue. This was a negligible fraction of what the advertiser spent. Then Bob called each one and persuaded them to sign up.

I don’t know (and I don’t want to know) what Bob said to the papers, but he had a very high success rate. He also earned quite a bit for himself in commissions. At one time we had over four hundred newspapers that subscribed for the service!

Bob’s wife died while he was still working with us. I drove to Providence, which is where he lived, for the wake.

1. Federated Department Stores owned many large chains that were all very promising potential AdDept clients. The rejection of The Bon Marché’s request may have been a blessing in disguise. In January of 1990, shortly after this meeting, Federated filed for Chapter 11 bankruptcy protection. It could have been really ugly.

2. Susan Sikorski is apparently working as a consultant for Avaya in 2021. She is featured as a graduate of Wayne State on this webpage.

3. We learned later that the advertising department at Liberty House had approved the purchase of the AdDept system, but the order was never placed because in March of 1998 Liberty House filed for Chapter 11, and the funds for new systems were frozen.

4. TSI was throughout its existence a certified member of IBM’s Business Partner program. However, because of the size of the company we were bit allowed to sell IBM hardware directly. Instead, we needed to pair up with a “managing Business Partner” who actually could place orders. We dealt extensively with several of these companies—Rich Baran, BPS, Savoir, and Avnet. There may have been others.

1990-1995 TSI: AdDept: The Installation at P.A. Bergner & Co.

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She knows there’s no success like failure, and failure is no success at all.—Bob Dylan’s “Love Minus Zero/No Limit” Continue reading →

In the early years of the marketing of TSI’s GrandAd system for advertising agencies I distinctly remember being disappointed that the second installation (at Potter Hazlehurst) was even more difficult than the first. This tendency was definitely repeated with the system for retail advertising departments, AdDept (design described here). The second installation, which was began in the spring of 1990, was much more problematic than the first.

I had never heard of P.A. Bergner & Co. I now know that the chain’s original store was in Peoria, IL. After it acquired the Boston Store chain in 1985, the company moved its headquarters to the upper floors of the Boston Store in downtown Milwaukee. In 1989 the company also acquired the Carson Pirie Scott stores. The corporate management of all of these stores, including all aspects of advertising, was handled in Milwaukee.

I was not yet familiar enough with the nature and history of American department stores to understand the importance of the timing of that last acquisition. Bergner’s advertising department was presumably given a budget to acquire a computer system to enable it to handle the absorption of the Carson’s stores. The money probably had to be spent in 1990. Any portion that was not spent vanished. Little or nothing for future years was budgeted. I came to understand these things later. I wish that the situation had been spelled out to me.

Moreover, Sue and I continually tried to portray TSI as a strong stable organization that was especially good at big projects. That was true a few years later, but in 1990 the company consisted of:

  • Me,
  • Sue Comparetto (who basically wrote checks, closed the books, and did presidential stuff),
  • Sandy Sant’Angelo, who could do simple programming, of which there was still quite a lot,
  • Kate Behart, who helped with marketing and served as day-to-day contact with some clients,
  • Denise Bessette, who worked only part time, all of which was devoted to projects for Macy’s East,
  • One or two administrative people.

The only way that the whole Bergner’s project could be implemented on time was for me to do almost all the programming work myself. The closest that I came to admitting this to Bergner’s was when I told them that Sue was terrible about time. Anything with a deadline had to come through me. Dan Stroman was quite taken aback when I said this. I was also pretty shocked when I had discovered this, but there was no sense in denying it.

Maybe I should try to grow a big white mustache.

Several IBM reps were involved in the sale of the AS/400 for the AdDept system to Bergner’s. The one whom I remember best was Sue Mueller. One of our last meetings took place shortly after the trip that Sue Comparetto and I took to England (described here). Sue brought to Milwaukee a copy of the magazine. When Sue Mueller saw my picture on the cover, she literally did not believe that it was a photo of me.

My recollection is that IBM sold Bergner’s a model B30 of the AS/400, the same machine that Macy’s was using. I think that it also had the faxing software and the modem that it required, and it definitely included OfficeVision/400, the word processing software.

Our primary contract person at Bergner’s during the negotiations was Dan Stroman1, who was either the advertising director or the production manager. He arranged for me to meet with the individual managers—production, ROP, direct mail, and business office. Either I did not do a very good job of collecting the requirements from them, or they did not do a good job of describing what they needed.

We tried to emphasize to Dan the importance of having one person designated as the liaison between TSI and the users. At first he wanted the liaison to be a person from the IT department. However, everyone agreed that the person whom the IT department assigned to the project, Kee-Huat Chua, would never have worked for many reasons. So, the job was given to Sheree Marlow Wicklund2, who at the time was the manager of the merchandise loan room.

I don’t think that in 1990 TSI yet owned the tools to produce detailed design documents. If we did, we certainly did not use them for that purpose in this installation. I merely described in the proposal what we planned to do.

The project was focused on quite a few things that required significant design changes.

  • Bergner’s stores had four or five logos (the name on the store’s signs). So, a table for logos had to be created, and separate versions of each ad were needed for each version of an ad.
  • On some pages of some direct mail catalogs and newspaper inserts the merchandise varied by market. That is, one “block” on a page might show items from one department in one market and different ones in others. Bergner’s called these “swing pages”. Providing a way to handle them meant, among other things, that the entire approach to measuring books needed to be rethought.
  • Bergner’s wanted to use the system to “traffic” production jobs. We proposed to do this by defining lists of steps, which we called “production schedules” and “timetables”—date relationships to the release date (the date that the materials were delivered to the printer or the newspaper). This approach worked well for setting up the original schedule, but the traffic coordinators did not like to use it, and I never did figure out how we could make it more useful for them. Sheree was certainly of little help.
  • Macy’s newspaper coordinators ordered their space reservations by phone. Joyce Nelson3, the newspaper manager at Bergner’s, sent a schedule to each paper once per week with all the ads, positioning requests, and other notes for every ad to be run in that paper over the next week. She wanted the system to fax them all. I was very happy to add this feature.
  • Bergner’s employees wanted to be able to record comments in many places. These requests were often difficult to accommodate. I devised a trick to handle some of them. IBM’s office-vision software had the ability to run programs within documents and to display the output sent to an output queue within the document instead! The parameters for the program could even be included in the document. So, a form letter could be created for sending detailed information about an ad to a group of people. The text surrounding the report could be changed every time. I especially liked this approach because I was fairly certain that it could not be replicated on any other system.
I was signed on to our B10 all day every day.

By the time that the software was delivered, TSI had a small AS/400 in its office, and we quickly established peer-to-peer communication with Bergner’s system. This allowed us to sign on to their system from TSI’s office and to send programs directly from our AS/400 to theirs over the phone lines. I worked all day on programs in TSI’s office and installed the ones that I deemed to be working early in the morning. This was feasible because our office was an hour ahead of theirs.

I communicated with Sheree via the AS/400’s messaging system, which supported both plain text and word processing documents. Kate communicated with Sheree by telephone. I expected Sheree to interact with the users and managers personally. Instead they had weekly meetings that all the managers attended. They appear to have been mostly gripe sessions. Sheree took notes and sent me a list of the issues reported. She did not send one document per area; all areas were included on one document.

I liked the idea that we received a written record of the issues, but my responses expressed my exasperation at some of them. Often users were still complaining about things that I was positive had been fixed. In other cases they had changed their minds about decisions that they had previously made and we had implemented. I responded to all of the issues that Sheree had sent in one document. I did not anticipate that Sheree would share all of my responses with all of the managers. I guess that I should have anticipated that possibility, but I had not worked at a large company for seventeen years, and the meetings at Macy’s were usually limited to one area at a time.

At any rate, I ended up on several shit lists because I responded negatively in print to some managers’ comments, and all of the other managers got to read. It never occurred to Sheree that if I had wanted everyone to read my answers, I could easily have sent the document with the responses to each of them.

More than a scribe.

Privately I was outraged that Sheree had violated what I considered to be a special relationship between the developer and the liaison. I expected her to be a strong advocate for the system when working with the users and an equally strong advocate for the users when speaking with us. She evidently considered herself more of a project manager whose responsibility was to organize and keep everyone informed. She did this. However, for such a complex system with such a compressed timeline, this was just not enough.

I talked with Dan about the situation, and I pleaded for a different liaison. He said that it was out of his hands. Ouch.

The installation at Bergner’s should have been a great success story. Some of the areas—notably the newspaper and loan room areas—were working very well in record time. The other areas proceeded much more slowly. I felt extremely frustrated by the incredibly inefficient process upon which Bergner’s insisted.

Bergner’s put the X back in Xmas.

Nevertheless, by the time of my visit in December of 1990 the ill will had dissipated to the point that they invited me to the department’s Christmas party. I could hardly believe it. A live band was playing. There was a mosh pit! The young people who worked in the creative and production areas were going crazy. The old fogeys with whom I dealt were much more subdued.

That evening Joyce Nelson asked me to give her a demonstration of my technique of throwing playing cards. She produced a deck of bridge cards, which are not as easy to throw as poker cards. However, I was sure that I could spin one at least twenty yards. Unfortunately, the ceiling was too low. To get a card to go a long way, its flight must describe a loop. I could not possibly throw a card at high velocity without it crashing into the ceiling or floor after a few yards. I had to demur, and I never got another chance to display my prowess.

Not for jugglers.

I located in our basement a few pages of memos written by me or Sheree about the installation. Kate had written notes in the margins. At a distance of thirty years (!) I could not understand the details of what was being discussed, but it was evident that I was trying to juggle a large number of balls at once. However, the use of the test system and the attitude of some managers made it seem like the balls were all coated with fly paper.

At some point in 1991 Bergner’s agreed that we had met the terms of the contract, which, by the way, was TSI’s simple version with only a few amendments. They made the last payment and also indicated that they also wanted to prepay TSI’s software maintenance for, I think it was, a year. They asked us to send them an invoice for this, but they wanted the description to be something like “Miscellaneous programming projects”.

The proverbial wolf was at TSI’s door again, and we had never turned down a check. So we did what they asked.

Bergner’s also approved quite a few enhancements that TSI had quoted. These projects were not covered by the original contract. So, I was still very busy with writing and installing all of the new code.

We used part of the money to hire Tom Moran to help with marketing. His role at TSI is discussed here. Perhaps I should have hired a programmer instead. I was more confident in my ability to produce an abundance of good code than my skill at closing sales. Also, I could not afford to devote the time necessary to train a programmer.

Bankruptcy: By August of 1991 Bergner’s had not sent TSI any checks in several months. We learned that the company had filed for Chapter 11 bankruptcy. My recollection is that they owed us more than $10,000. We had no experience with this; none of our previous clients had ever done this.

Our first experience.

Dan told me on the phone that Bergner’s would not be allowed to pay any invoice that was received prior to the default date and was still open. I realized immediately that they must have suspected that this was coming. That “miscellaneous” check was done that way so that we would be obliged to provide support for programming projects that they never paid for.

Maybe no letter?

I wrote them a letter that said that we intended to apply the money from the miscellaneous check to the projects that we had delivered but they had not paid for, and we would begin to bill them for software maintenance. The Senior VP of advertising, Ed Carroll3, was furious at me personally. Dan Stroman called me about the situation. He said that I didn’t know who our friends were.4 Well, he might have been a friend, but I don’t think that many people at Bergner’s qualified for that distinction. I told him that our legal advisers (Me, Myself, and I) said that money given on deposit like that could be applied to open invoices. Dan did not respond to that. Instead, he asked if he wanted us to continue as a customer. I told him that I wanted them to become a paying customer.

I don’t remember the details of the rest of this episode. We continued to support the users at Bergner’s. They asked for a few more projects. We felt compelled to bill them at higher rates to try to make up for the money that we had lost.

I learned later that much of the retail advertising community considered Ed Carroll a sleazeball. What his advertising department did with that invoice was probably illegal or at least against company policy. He resented that what I proposed would make him look bad.

Test Environment: I found a letter dated May 13, 1992 that Kee-Huat Chua sent to TSI. It began with these two sentence fragments.

As you are aware of PAB’s intention to set up separate program environments for the AS/400 system. What it entails: one environment for intensive testing by users and one environment for developer/programmer to perform units [sic] test on the program module(s).

It then describes electronic forms that we needed to fill out before we made changes to the system. After we sent the form to him, he would copy the entire production library and the entire data library to the test environment. When this would happen is not designated in the letter. It could not be done if anyone was using the system. So, presumably it would be done at night.

After the libraries were duplicated, we would be allowed to sign on and implement the changes. We were also supposed to test them and send him a memo documenting that we tested them.

I guess that the users would then test them, but the letter does not mention it. It also does not mention how the changes will get into the production environment.

However, it does emphasize (in bold print, capital letters, and underlines), “NO COMPILING OF PROGRAMS ALLOWED DURING OFFICE HOURS UNLESS UNDER SPECIAL CIRCUMSTANCES; when making program modification.” Those special circumstances are not described.

Kee also included a list or reasons why this approach would be good for “TSI/Programmer:”

– To better perform & concentrate on their development.
– Less interruption and delay for development tasks.
– Secure production application: AdDept.

Although I considered this additional requirement a breach of our contract, I did not feel that I could refuse outright. I was sure that no matter what the missing details were, it would slow down our delivery of projects that they had requested by 50 percent or more. It also pretty much excluded them from ever getting new releases of our software.

This time Dan called me. I told him that we could have done it using test libraries from the beginning, but the project would have been hopelessly behind schedule if we had. He replied that he thought that that was what I would say.

I didn’t say this to Dan, but I also knew that this approach guaranteed that we would be doing a lot of extra work for which we would not be compensated. I cannot imagine who would really benefit from this. The alleged benefits for Bergner’s were equally bogus:

– To stabilize the “live”/production system both in the short run and the long run.
– To adhere with PAB’s standard of implementing computer systems established by Management Information Systems
– To encourage more users involvement with the implementation of the application.

I was mostly thankful that they did not come up with the idea of inserting this guy from the IT department between us and their system while we were still working on the base system specified in the contract.

I made lots of mistakes, but I also fixed problems very rapidly.

This was a good example of why it always took IT departments ages to develop and install new software and why so many companies ended up outsourcing the IT department itself. My shoot-from-the-hip approach admittedly required some pain and frustration for a short period of time. However, it had worked extremely well in the ad agency environment, and it would also eventually prove effective in many other retail advertising departments.

If only it were that easy.

Documentation and Ease of Use: Macy’s East’s long and involved contract did not require TSI to provide written documentation of how the programs worked. Although they demanded a commission for any AdDept systems sold in the first year after it was signed, they considered the whole project a custom job.

I no longer possess a copy of our contract with Bergner’s, and so I cannot check on whether it specified anything about documentation or not. I doubt it. Producing a user’s handbook that covered every eventuality of every aspect of the system would have been an overwhelming undertaking that got worse with every program change or new module. Instead, I made a conscientious effort to try to make the system fairly easy to use.

  • The layout of all of the screens was consistent.
    • The top three lines of data entry screens described the purpose. The screen number was in the upper right corner.
    • If a new item was being created, the word “New” was also in the upper right corner, and it blinked.
    • If the item already existed, the user ID, date, and time of the creation and last change were displayed.
    • All binary fields required the entry of Y or N. The 5250 standards used by all of the terminals and PC’s did not support check boxes.
    • The options for all fields that would have had radio buttons on a GUI (graphical user interface)5 were listed on the screen.
    • Two function keys were available at all fields that were verified against the database. F2 produced a detailed description of the field. F4 called a program that allowed the user to list and from the existing entries. Exiting these programs returned the user to the original screen with the cursor position maintained.
    • All dates were entered in the form MMDDYY.
    • All fields were verified when the Enter key was pressed. Any entries that were not valid were highlighted, and the cursor was positioned there.
  • The format for all reports was as consistent as possible. The report number was almost always in the upper right corner.
  • A list of the names of the most important tables and their key fields was provided for querying purposes. The names of the fields was consistent from table to table.

The biggest gripes were the lack of a user handbook and that the system was not “intuitive”. I considered trying to write a handbook, but I could not figure out a way to do it. Furthermore, I could not even start on it until all the programming required in the contract had been completed.

In all honest, I have never seen a system that was intuitive. The text-based user interface, which the only thing IBM provided at the time, probably seemed difficult to people who had never learned the keyboard.

I thought of a few ways to provide better documentation later, and we provided them to both new and existing clients. By then, however, Bergner’s had decided to try to find a different system.

Camex Interface: We were not the only software developers who felt Bergner’s wrath. When the AdDept installation began, Bergner’s produced its ads using Camex software on very expensive workstations from Sun Microsystems. Macy’s East did, too. Both of them wanted Camex to work with us for a two-way interface between the two systems. The story of how this project never got off the ground is recounted here.

Epilogue: The story of the installation has at least four epilogues:

  1. I think that after the bankruptcy brouhaha Bergner’s hired Gary Beberman, who had done a fantastic job as our liaison at Macy’s East, to help them. He called me about it. I told him that they had a good system installed, but we did not get along with some of the people there. I told him about the restrictive process that IT had set up for me to use. He was sympathetic, but he had no advice about how to turn around. He also warned me not to use Bergner’s as a reference account.
  2. Bergner’s advertising department tried unsuccessfully to replace AdDept for years, maybe even decades. I went back there for something some time in (I think) 1992. Joyce told me that they now had two systems, a pretty one and an ugly one. She said that she preferred the ugly one that worked.
  3. Bergner’s emerged from bankruptcy in 1993. They paid us pennies on the dollar. In 1998 the company, then known as Carson’s, was acquired by Proffitt’s Inc., which later became Saks Inc. All of the other Saks Inc. divisions used AdDept. Carson’s was merged with Younkers and Herberger’s, which both had successfully used AdDept. The resulting entity was called the “northern division”. Saks Inc. sold the division to the Bon-Ton in 2005, which closed down all 267 stores in 2018. During that entire disastrous sequence of events Ed Carroll ran the advertising department in Bergner’s. Carson’s, the northern division of Saks Inc., and the entire Bon-Ton.
  4. Some time early in the 2000’s I unexpectedly ran into Ed and Sheree (?!) at Saks Inc. in Birmingham, AL. Steve VeZain, who was in charge of the corporate marketing group, had asked me to come there for some other reason. Sheree was cordial to me, but when Ed saw me he barked, “What are you doing here?” More about this event is documented here. I never saw Dan Stroman again. I have no idea what happened to him.

Miscellaneous: Here are a few things that I remember about the installation:

Lovable Bucky?
  • Dan and his wife had Sue and me over for supper on evening. She was a big University of Wisconsin fan. I remember her saying “How could you not love Bucky Badger?” I thought that Bucky Badger was ridiculous then. I have subsequently learned to hate him. The Stromans’ house was on a large pond. Dan had a boat. I don’t know why, but he revealed to me that he had had a vasectomy.
  • Bergner’s insisted that I stay at the Mark Plaza Hotel when I was in Milwaukee. It had a doorman. He held the door for me even though I always had a free hand. I guess that that was his job, but it annoyed me. I have always hated it when people offered an unsolicited service and then expected a tip.
  • One evening I tried to get some work done in TSI’s office, where I had “passed through” to Bergner’s system. After a while I became too drowsy to be productive. So, I intended to end my remote session. Unfortunately I keyed in PWRDWNSYS on a command line rather than ENDPASTHR. I accidentally shut down their system! I had to call the IT support line in Milwaukee and talk someone through starting it up again from the system console.
  • The German food in Milwaukee was unbeatable.
  • One day Dan Stroman, a guy from production whose name I don’t remember, and I went to lunch at a Thai place. I didn’t think much of it.
  • I had fun jogging down by Lake Michigan in the evenings.

Failure: This entry has made me think about the nature of failure.

For about thirty-five years I designed, wrote, implemented, documented, and supported software systems. In the fifteen-year period that we actively marketed AdDept, we had thirty-five installations. Of all of those, the only one that I would characterize as a failure was the one at P.A. Bergner & Co.

I probably made mistakes. I tried to work on everything at once. I wanted to provide each stakeholder in the department with something to show that we were making progress.

Perhaps I should have insisted on doing one media at a time. Would Bergner’s have accepted that strategy? Who can say? They put a lot of pressure on us to get the entire project delivered. They seemed to have underestimated how much new programming they wanted. I am certain that I never said that we had already written software that was not actually working, but we were definitely trying to be optimistic. We desperately wanted the job. Maybe some statements that we made got misinterpreted.

I often took the “one area at a time” approach in other installations. We usually started with ROP and quickly achieved successful faxing of insertion orders and printing of schedules. That served as a confidence booster. If we had achieved important objectives quickly, perhaps no one would have suggested that wretched test environment. That approach would probably have also eliminated the weekly committee meetings. If my reports had been to one manager at a time, I would have been more careful in my comments.

In some future installations I designed one-time programs to help with the initial loading of tables by reading in user-supplied spreadsheet files. It did not occur to me to try this at Bergner’s, and no one suggested it. I am not sure that they actually had any files that I could have used.

I learned my lesson. In all subsequent AdDept presentations, I emphasized what I called “our dirty little secret”, to whit, the biggest factor in determining the success of an installation was the person who acted as liaison. I also took pains to specify what precisely the liaison’s responsibility and traits should be.

I also recognized that I should never have put in writing anything even slightly derogatory about a third party. Thereafter I always assumed that everyone would read every word that I wrote.

I learned one other lesson from this experience. I needed to investigate prospective clients more closely. From then on I asked prospective clients why they had decided to pursue automation of their advertising department at this point in time.

I can’t be too hard on myself, however. I don’t know of anyone else who managed to automate two advertising departments of large retailers. Over the years I installed thirty-five AdDept systems.

1. I never saw Dan Stroman again. I have no idea what happened to him. I suspect that he must fallen out of Ed’s favor. He may have been blamed for selecting TSI to design and implement the administrative system and for the collapse of the Camex interface project.

2. Sheree (pronounced like Sherry) Wicklund now goes by Sheree Marlow. Her LinkedIn page is here.

Ed
Joyce

3. Joyce Nelson worked for the company until 2004. Her LinkedIn page is here.

4. Ed Carroll, one of the very few people in my life who really hated me, died in 2016. His obituary is here.

5. IBM did not provide OS/400 with a real GUI until more than a decade later, and even then what they suggested was slow, resource-intensive, and lame compared to what people were accustomed to on PC’s and Macs. TSI’s screens maintained the same format throughout the history of the company because we never found a way to convert the hundreds of screens that we had to produce something that was reasonably attractive. The approach that came closest was to write everything over in a language that used CGI for HTML files. That was how AxN worked.

1999 TSI: The Fourth Crisis

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Jamie Lisella at TSI. Continue reading →

TSI’s fourth major crisis involved my sister Jamie1. In 1985 Jamie married Joseph Lisella Jr. in Chicago, and they moved to Simsbury, CT. Jamie already had two daughters, Cadie (eight years old) and Kelly (a couple of years younger) from her first marriage. The Lisellas had three children: Gina was born in 1988, Anne in 1989, and Joey (Joseph III) in 1991. My relationship with the Lisella family is described here.

This is the only photo I could find of Jamie from the nineties.

Jamie’s LinkedIn page indicates that she worked at TSI from 1993 to 1999. My recollection of those years is spotty2, and TSI’s records from those days are not at hand. So, I have tried to construct a timeline to goad my memory. In 1993 Joey was only two years old. I seriously doubt that Jamie spent many hours per week working for us before September of 1996, when Joey entered the first grade. I honestly do not remember too much about what her role was before that time, and Sue could not remember either.

To tell the truth, this is rather embarrassing. I have never tried to spend time envisioning what other people’s lives were like. Before I started researching this entry it never occurred to me that it was awfully strange for Jamie to be working while she had three children who were that young. I don’t remember her ever talking about baby sitters, but we did not actually communicate much.

In fact, neither Sue nor I could even remember hiring Jamie. There was no interview or anything like that. I seem to remember that she started by coming in to the office to help with the cleaning3.I had little or no interaction with Jamie at work for those first few years.

Doug, Harry, Denise, and a little bit of Sandy.

The three year period of 1996-1999 was the busiest that TSI ever experienced. Denise Bessette, whom I had made a principal and named Vice President of Product Development (as described here), and Harry Burt did the bulk of the programming. Steve Shaw was also working with us for part of that time as a programmer. Sandy Sant’Angelo’s role was to answer the support line, document problems or questions, and direct them to the best person to handle them. She also did a little programming. All of these people are described here.

I spent a great deal of time working on the Y2K issue. I also flew around the country doing demos for prospects and gathering information for specifications from them. I also wrote up the very detailed proposals that we presented to prospects, installed all the new systems, and did almost all the training.

Denise also handled the payroll. I think that we had already started using Paychex during this period.

Doug Pease was in charge of marketing, which, in that period mostly entailed making sure that warm prospects stayed warm, and, once they committed, assuring that all the correct hardware was ordered and installed. He also accompanied me on the sales trips that culminated in demos.

Linda Fieldhouse had been hired to do the books and to help with sales and marketing. I am not sure when she left TSI, but it must have been at that point that Jamie assumed some or all of Linda’s responsibilities. As I mentioned, I am not sure what Jamie had previously been doing. She might have been “helping Sue get organized”. A lot of people auditioned for that difficult role over the years.

In 1999 Jamie was definitely handling accounts payable, billing (including breaking down the long-distance phone charges), posting cash, and closing the books at the end of the month. Most of these had been automated for years, and none was difficult or time-consuming. She also booked the travel arrangements either directly or through our travel agent. We were looking for new office space in 1999, and she spent time on that as well. Her other responsibility was to answer the main phone line, which was used by vendors and prospects as well as the people from the marketing group at Saks Inc.

I often felt like this guy, but I never wore a red tie.

A remarkable thing happened in early 1999. TSI was getting overwhelmed with programming requests. This problem could not be solved by simply hiring more people.4 I had ample experience with trying to address the problem of too much work. For the first six months (at least) each new programmer was counterproductive. More time was spent in training, checking, and correcting. There was no pool of “plug and play” workers who could be inserted into to a project. At least I did not know of one. We could not raid our competitors. We were the only company designing and selling administrative systems for large retail advertising departments.

We took two steps to address the problem.

  1. I had to tell Doug not to try to sell any more systems. He could market hardware and the like, but the programmers could not take on any more tasks for at least the rest of the year. He took the imminently sensible step of resigning to seek another position. Much more about Doug’s career at TSI can be found here.
  2. Despite the risk, we also decided to try to hire another programmer. We approached Josh Hill5 from Saks Inc. He was an intelligent guy. Josh did not know how to program in BASIC, but he did know as much about how our customers used the AdDept system as anyone did. I have always thought that it was easier to teach someone programming than to teach the intricacies of administering retail advertising.
Josh Hill.

We arranged for Josh to fly up to Connecticut one weekend in July. He spent a day or two with Denise, who previously did not know him very well. Denise had him take a programming aptitude test. He did not do very well. Denise took the test herself and scored more than twice as high as Josh did. Denise decided to make him an offer, but he turned it down.

At about this same time Jamie approached me with the suggestion that I move out of my house in Enfield and share an apartment with her in East Windsor. I scoffed at this idea. I wasn’t even considering moving out. Even if I did, my first consideration would be my two beloved cats, Rocky and Woodrow. I would also never again live with a smoker. Evidently Jamie was serious about this, and she was insulted that I had dismissed it out of hand. She told me, “I would be a good roommate.”

When Doug resigned from TSI, I told Jamie that she could have his job if she wanted it. I also informed her that he resigned because I told him not to sell any more software systems for the rest of the year, at least. I am not sure that she absolutely rejected the idea of replacing Doug, but she did not accept it either. I got the impression that this did not fit in with her plans. We proceeded with the status quo ante.

TSI’s space was on the 2nd floor.

By this time Jamie had found a new office for TSI in East Windsor. We all liked it. I had signed the lease, and we were in the process of designing the interior.

Meanwhile, Steve VeZain, Josh’s boss at Saks Inc., had concocted a huge project that he wanted to discuss with us in person. He and Josh flew up to Connecticut to present it. Denise and I met with them and then took them to dinner. The project was a monstrosity. It involved combining the data from all the divisions—without them knowing about it—onto a separate computer in Birmingham so that Steve’s group could do more analysis. We tried to discourage him, but he was adamant that he want us to spec it out and quote it. We agreed to do that much. Steve and Josh must have stayed the night at a hotel and departed at some point the next day.

My view.

Shortly thereafter Jamie came into the office on a Saturday. She accosted me at my desk and let me have it with both barrels for fifteen or twenty minutes. I have been yelled at a few times, but this outburst was unexpected and extremely intense.

I did not interrupt her much, and I listened very carefully. I went into debate mode5. When she had departed, I immediately made a list of all of the points that she had made. I was quite confident that I had produced a comprehensive list of the items, one of which was that I should tell Denise how she felt.

I don’t claim to remember everything twenty-two years later, but here are the most critical things:

  • The only positive thing that Jamie had to say was that I had correctly handled the situation with Sue (described here).
  • Although her complaints touched on everyone except Harry, the main focus was on Denise.
  • Jamie did not like Denise’s attitude, which was all-business whenever she was at the office. I could understand how Jamie might think that Denise considered herself superior.
  • Jamie did not understand why I had reacted in the way that I did to Denise’s acceptance of a job offer from another company (details here). I must admit that I surprised myself by the intensity of my reaction.
  • Jamie was especially upset that she had not been invited to the dine with Steve and Josh. To be honest, it had never occurred to me to invite her. The four of us had worked all day on this project. It seemed natural to continue the talk. I was the president of the company, and Denise would be in charge of marshaling the forces to complete the project, if it came to that. If Jamie had taken over Doug’s job, I might have thought of her. As it was, she was an administrative person with a few other responsibilities. Who invites administrative employees to dine with clients?

I sent an email to Denise telling her that we needed to meet about Jamie before office hours on Monday. Denise came in an hour early. She mostly just listened while I told her all the details. I emphasized that if I had to choose between Jamie and her, I did not consider it a close decision. However, my objective in talking to Jamie was to try to keep her from quitting. Denise and I made a list of things that might make Jamie’s job more palatable. The plan was for me to ask her out to lunch on Monday to talk about it. Denise would not be there, but I assured her that I would never double-cross her.

In those days I did not have an office. My desk was in the computer room. The door to the other section of the office was always open. The doors to Denise’s office were glass. It was not possible to have a really private conversation there.

No to all of them.

When Jamie came in for work on Monday, I asked her in private to go to lunch with me to discuss the issues that she had raised. She said, “Lunch? I don’t eat lunch.”

My suggestion was, at least at the time, the way that people in business arranged for a discussion out of the office. I thought that everyone in business knew this. I interpreted her rejection as unwillingness to talk about this with me. Maybe Jamie did not mean that; maybe she had a religious objection to having lunch in a restaurant. If so, should she not have proposed an alternative?

Jamie was also let me know that she was very upset to learn that I had discussed the situation with Denise. When I reminded her that she had told me to tell Denise what she had said, she just gave me the stink eye.

From that moment on the atmosphere in the office was intolerably toxic. Denise avoided dealing with Jamie altogether. A little while later Jamie gave me a letter that said that the circumstances had forced her and Cadie to resign.

That action left us with four programmers, no administrative people, and no marketing people. I could handle the administrative tasks, but I definitely did not want to do them for any longer than necessary. There were many other things that needed my attention. It took us a while to find a good fit for our administrative area, but we eventually did, as is explained here.

I was already prepared for TSI to do no marketing for the next year or so. So, once Eileen took the job, I figured that we were all set for a while.

Within a few weeks two events took me by surprise:

  1. Jamie came over to our house in Enfield and talked to me in the yard. She told me that her husband Joe was “a monster”. She intended to leave him. She was especially furious about something that I did not understand concerning stock in McDonald’s, Joe’s employer at the time. Of course, I asked about the kids. Specifically, I inquired what I could do to help. She said that she wanted her old job back. This shocked me. I told her that that was no longer possible. She did not yell at me; maybe she realized that it was a lost cause.
  2. I learned from Steve VeZain that Jamie had made plans to go to Birmingham, AL, to work for Saks Inc. as the liaison with TSI. He wanted to know if I was OK with that. I told him that we would try to work with anyone.
He doesn’t look Sicilian.

Many things about the situation made no sense to me. To begin with, I knew Joe Lisella pretty well. He was a Sicilian, and I supposed that some cultural baggage was evident there. He was certainly devoted to his family, and he had a consuming interest in sports. In no way did he seem like a monster to me. Jamie may have seen another side, but how could it take fourteen years and three kids to appear?

Furthermore, if he was a monster, how could she leave him alone with five kids, only three of whom were his relatives? She told me that she hoped to send for them “eventually”. I said that I would pay for air fare for them, and I definitely meant it.

One Saturday or Sunday I was, as usual, alone in the office; I don’t recall what I was working on. Suddenly a thought popped into my head and broke my concentration: “This must have all been about Josh!”

That idea seemed to make everything fit. I knew that Jamie had spent a lot of time on the phone with Josh. We billed Saks Inc. for all of our telephone charges to Birmingham. So, this did not raise a red flag at the time.

Josh had come up to Connecticut to interview with Denise for the programming job. It did not work out. I felt certain that Plan A for Jamie was for Josh to move to New England. In her mind Denise had scuttled this plan by making an insufficient offer. Given Josh’s performance on the aptitude test, I was surprised that Denise had made an offer at all.

Jamie probably thought that Denise also prevented her from attending the meal with Steve and Josh. In fact, she had nothing to do with it. I invited the other three people; I never considered inviting Jamie, and I am almost positive that no one objected.

Later, Joe Lisella informed me that he had discovered a trove of conspiratorial emails between Josh and Jamie. He wanted me to read them. I refused; I told him that I had already figured that angle out. He wanted me to testify in the divorce hearing (or whatever it is called). I said that I couldn’t. I did offer to write a letter listing the facts as I knew them. He was satisfied with that.

In 2001 I received a phone call from a guy at Computer Sciences Corporation. Jamie had applied for a job there and given me as a reference. The man on the phone said that the job involved software support. He wanted to know if I thought that she could do it. I began with a disclaimer that she was my sister. He knew that. I then said that I was not really in a position to make a judgment because that was not what Jamie did at TSI. He tried to get more out of me, but that was my final statement. According to her LinkedIn page, she worked at CSC for two years as a “Technical Analyst II”.

After she left Connecticut for Birmingham, I talked on the phone with Jamie at work a few times. I saw her at the Saks Inc. office at least once. She said hello, but not much else. I sent her birthday presents for a couple of years. I called her when their dad died in 2011, and I tried to convince her to come to the funeral. I even said that I would pay the air fare for her and any or all of her kids. She wouldn’t do it because “it would be hypocritical because he hated me so much.”

We haven’t communicated directly since then.

1. I think that in 2021 Jamie still resides in Birmingham, AL. I am not sure what she is doing there. Her Facebook page is here.

2. I have located most of my emails and other documents from 1999 on.

3. One of my emails from 1999 indicates that Jamie was originally hired by Sue to help clean up the office. The motivation for this was to help her pay off money that Sue loaned her. At the time TSI was a partnership, not a corporation. So, Sue and I were responsible for all financial transactions.

4. A pretty good analogy is that you can’t produce a baby in one month by hiring eight additional women.

5. Josh Hill was still in Birmingham in 2021. His LinkedIn page is here.

6. I don’t mean that I argued with her. On the contrary, I did not argue with her at all. I listened to her as carefully as I did to speeches during my eight years of debating and six years of judging debates. I was very good at this.