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

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.

1985-1988 TSI: GrandAd: The System/36 Clients

The rest of the ad agencies. Continue reading


We installed at least part of the GrandAd system at all of the companies listed below. A few may have actually been Datamaster clients. My recollections of some installations are very dim. In a few I had little or no involvement


Visitors to O&P went through this red door on Elm St.

Although Keiler Advertising evidently had a famous red door in the twenty-first century, in the eighties the most famous red door in Hartford’s advertising community belonged to O’Neal & Prelle1 (O&P), the agency that was housed across the street from Bushnell Park in Hartford. Our negotiation was with Bill Ervin2, who was, I think, already the president of the agency.

We got this account because of a phone call from Paul Schrenker, the graduate student hired by our marketing company (described here). Paul called dozens of presidents of ad agencies. Bill responded that he was interested in our system. This was probably the only positive outcome from that endeavor.

I seem to remember that O&P bought a model 5364 from TSI. I do not remember doing any custom programming, but we almost always at least customized the invoices that they sent to clients.

I worked mostly with Liz Dickman, who was the bookkeeper. Of all of our agency liaisons, she was among the best to work with. She was able to do the reconciliations by herself more quickly than anyone else. I am not sure who drew the following beautiful schematic of the installation. It certainly is not my handiwork.

Evidently we installed a 5363. A 5364 would not have supported so many devices.

Here are my most vivid memories:

  • On one visit I had to carry something down to the basement. Halfway down the staircase I felt a stabbing pain in my right knee. It did not last, but it was the first time that I had felt pain there since I recovered from the operation in 1974, as described here.
  • If I was at O&P at lunch time, I generally bought a couple of tacos from one of the food trucks. I then sat alone on a bench in Bushnell Park and chowed down. One day while I sat with my legs crossed a starling popped up on my right shoe, which was about six inches off the ground. He perched there for at least a minute or two to see if I would reward him for his clever trick. When I failed to do so, he flew away.
  • I recall Liz informing me that she planned to take the CPA exam as a flyer. She said that she did not study for it, or at least not much. She was legitimately shocked when she later learned that she had passed. Perhaps it dawned on her that she was suddenly overqualified for her job. They made her a vice-president.
  • The installation really went downhill after Liz departed. The guy who operated the computer called TSI and asked for some training. We scheduled a day for him at our office in East Windsor. He was shocked when we billed O&P for it. Evidently either no one told him that TSI had a contract with O&P that clearly designated how much free training (plenty) they received, or someone gave him some bad advice. O&P didn’t pay the bill, and shortly thereafter the agency announced its liquidation.

I am pretty sure that we sold a model 5364 to Eric Tulin Inc.4 of Hartford, CT. It might have been TSI’s developmental system. I can remember spending a few days at the office on Hamilton St. The primary operator was a guy, but I don’t remember too much about him. I must have met with Eric as well, but I don’t remember the occasion.

The agency was not very large at the time. I don’t think that they had more than five or six employees.


I recall even less about Knorr Marketing5, which was (and still is) located in Traverse City, MI, which is in the northwest part of Michigan’s lower peninsula. The agency, which must have already purchased a S/36, called TSI one day out of the blue.

We sent them some materials, and even though they had never sen a demo, they purchased some portion of the GrandAd system. We sent Kate Behart to do the installation and training. Because we used almost exactly the same system for our record-keeping, Kate knew the accounting and job costing portions of the system. So, I assume that we did not install the media portion.

Kate must have done a good job. We hardly ever heard from them, but Knorr Marketing sent us a Christmas card for many years.


Another mystery GrandAd client for me was Brannigan-DeMarco of New York. They purchased their hardware from IBM. Sue took care of this account. I am not sure how much of the GrandAd system they used.

Sue worked closely with Angela Vaccaro, who was the primary operator of the system. She called for support every few months. Sue always took care of her problems.


Similarly, I know very little about Sullivan & Brownell6 of Randolph,VT. Sue handled everything about this account, too. She visited them occasionally. Sue did not need much of an excuse to schedule a trip to Vermont. She has always loved the whole state.

The only thing that I recall about the account was the fact that the media director was a Black woman. That would not ordinarily be even a little surprising, but this was, after all Vermont. In 1990 there were a grand total of 1,951 Black people in the state, including exactly zero lawyers and judges. In fact, only eleven Black people in total lived in Randolph.

Sue told me that the media director and her husband had a farm in the vicinity. Sue told me that she might have stayed overnight there once or twice.

Using a chain saw the husband carved a fox out of a tree trunk and gave it to Sue. It sat placidly on guard out in the grass just beyond the parking spaces of our office in Enfield for many years. In 2021 it wards off coyotes in our back yard. I took a photo of it. It has seen better days.


I handled most of TSI’s interactions with Knudsen-Moore (K-M), an advertising agency located in Stamford, CT. I thought of this as an important account because it finally gave us a toehold in the southeastern (wealthy) part of the state. I also thought that it was cool that one of our clients did business with both King Oscar and the WWE (then known as the WWF).

The audience for my demo was the seventy-two year-old7 bookkeeper whose name was Irene. I must have brought a PC, our 5364, and a terminal that we were evaluating for another client. Its screen was very large for the time. This became important because the bookkeeper had very bad vision. In fact, she later confided to me that the reason that she insisted that they choose TSI’s system was because of that terminal. Ordinarily my strikingly good looks are the deciding factor, but as I mentioned, her vision was poor.

The McMahons never showed up at their ad agency when I was there.

It took us several months, for reasons that will soon be apparent, to get them up and running. During this period the agency changed hands not once, but twice. Its final name, which persists to May of 2021 was CDHM8.

The holdups for going live with the system were the balances in accounts payable and accounts receivable. The values in these accounts are generally positive for A/R and negative for A/P. If a vendor bills you $100, and you immediately bill the client with a 10 percent markup, A/P will have a transaction with a value of -100, and the entry in A/R will be +110. There will also be offsetting entries, of course. The point is that every company should be able to justify its A/P with a stack of unpaid bills from vendors and its A/R with a stack of open invoices sent to clients.

I entered in all of the open A/P and A/R into GrandAd. I printed a list of each with totals. The system’s totals did not agree with what Irene’s hand-written worksheets said were the current balances. Not only that; her balances, which were reflected in the company’s official general ledger, had the wrong sign! The A/P showed a positive balance, and the A/R showed a negative balance. According to these figures the agency’s vendors owed them money, and they were in debt to their clients!

Irene still insisted that her figures were right. I asked for a meeting with the president, Bill Hoag. The bookkeeper attended, as did a couple of other people. Their accountant was not present. I explained the situation with words similar to those of the previous paragraph. She insisted that her numbers were correct because she had checked every entry. She knew this because there was a little dot next to each figure. Much screaming ensued.

The lady had been using the “balance forward” method. After each transaction a new balance is calculated. This is OK, but at least monthly this balance must be checked against the list of invoices. She had NEVER done this. I later looked over her sheets. They were replete with errors. She simply could not read her own handwriting.

The irony of the situation did not strike me until much later. If someone had caught this egregious error earlier, we would not have won the contract. She recommended us solely because of the big screen on the terminal, remember?

How in the world could an agency with books in this deplorable condition be sold twice? I don’t know.

They asked the bookkeeper to retire. The guy that replaced her was, in some ways, worse.

I am pretty sure that his first name was George. I don’t remember his last name, but I do remember that he insisted that any communication to him include the title “Esq.” Now, I don’t pretend to know who gets to use that title, but I would be willing to bet that not many of them lived at the YMCA, which is where this character lived. George got into arguments with us all the time, and he was abusive to TSI’s employees.

For the first and only time, I finally called the agency’s president about George’s behavior. He said that he would look into it. He called me back less than hour later. He said that the guy had not been in all week, and he was now officially terminated.

The next week the president told me that they had hired a new person. I think that his name was Roger. He was very easy to work with, and he had the record-keeping straightened out in short order.

I drove to CHM an least half a dozen times. I never saw Vince or any other McMahon. It was a big disappointment.


Sue handled the account of Charmer Industries of the Astoria section of Queens. The company distributed wine and liquor products. This was probably a referral from Quique Rodriguez, an IBM rep with whom we had a good relationship.

Sue and I drove there on, as I remember it, a Sunday, carried their computer and printer into the building, and made sure that they were working. Then we drove back to Rockville. I found the whole drive within the city terrifying. I wanted to stop, get out of the car, and kiss the earth when we were back in Connecticut. I have been to NYC many times, but I have never driven inside the city limits.

Ed Wolfe.

Charmer had a lot of companies. One specialized in the design of point-of-sale products in bars and liquor stores. Over the years it went by a number of names, including ACC Marketing and the Sukon Group. These were the people who used our system.

Our final liaison in the nineties was Ed Wolfe. As I recall, the company later decided to purchase a small AS/400, the system that replaced the S/36. The AS/400 is described in some detail here. I took the train to New York a couple of times to help with the setup of the new system. Ed was a nice guy and a good client.


Doherty-Tzoumas occupied this building on Dwight Street in Springfield.

I have always thought of Doherty-Tzoumas of Springfield, MA, as a bizarre advertising agency. Dianne Doherty9 was the president. She was totally unsuited to running this agency or any other business. Her husband was a very prominent lawyer. I think that he must have set her up in this business, perhaps for tax reasons. I can only speculate.

Her partner, Marsha Tzoumas10, knew her way around advertising and the business world at least a little, and she was very nice. I felt a little sorry for her.

The agency certainly tried hard to succeed. It always seemed to be a beehive of activity. Quite a few employees had been hired. They liked to hold “focus groups”11 for their clients’ products or services, an idea that I had never previously encountered.

I worked with Marsha and the agency’s bookkeeper to set up the system, and for the most part it seemed to go rather smoothly. However, when we showed the reports for the first monthly closing to Dianne she was overwhelmed.

Dianne hired a financial consultant to help her run the business. He might have been the company’s accountant, but that is not my recollection. I was in a few meetings with him. Most of them were fine, but in one meeting we were discussing the general ledger. Dianne made a very peculiar request. She asked if there were just two or three accounts that she should concentrate on. The request was, in my opinion, absurd. There might be a few that she could pretty much ignore, but to try to focus on any small subset of a company’s books was unthinkable. Most small businesses fail, and there are many paths to failure.

Nevertheless, the consultant took the bait and named a few accounts. I can’t even remember which ones he chose. I assume that cash was one. It is generally a good idea to know how much cash you have. He probably also picked A/P and A/R.

At any rate I knew in that instant that this business was doomed. I was right. In 1991 we received a letter from Dianne’s husband Paul proclaiming that the business was being liquidated. It was the only such letter that we ever received from an ad agency. They owed us less than $100, and so we did not consider suing for it.

I remember that on one occasion Marsha mentioned that she was looking for a good book to read. I recommended Larry McMurtry’s Lonesome Dove. I wonder if she took my advice.


In 1987 Rossin Greenberg Seronick and Hill (RGS&H)12 was the hottest agency in Boston, MA. The president, Neal Hill13, was not an advertising guy. Although I never met any of the other three partners, I am sure that they all had a good deal of advertising experience.

The agency had enjoyed two years of explosive growth. It wanted a computerized system for word and data processing. Neal and Ernie Capobianco14, the director of finance, interviewed us and all of our principal competitors. Their choice of the GrandAd system was a real feather in our cap. We were confident that we could do a great job for them, and we hoped that it would open the Boston market, which we had previously never been able to crack, for us.

A Wang word processing terminal.

The holdup was the word processing element. Neal loved Wang’s approach to word processing, and he thought that DisplayWrite/36 (DW/36) was inferior. However, no ad agency software had ever been written for Wang’s operating system. In fact, I had never encountered anyone who used it for anything other WP.

When Neal told us that they had decided to use our system, he asked what we would recommend for word processing. I said that I was not an expert, but the future was in PC’s. Furthermore, if they planned to use the S/36 only for GrandAd, a 5362, which could support up to twenty-eight locally attached devices, would be more than sufficient.

WordPerfect running in DOS did not look like the answer.

My assessment turned out to be correct, but in 1987 buying PC’s with good word processing software (the most popular at the time was WordPerfect) and connecting them would have been a formidable task. Personal computers in those days were still really personal.

Neal insisted that one system should address all the needs. IBM persuaded Neal that a model 5360 with DW/36 would serve their needs.

Neal approved the purchase of a 5360 (the washer-drier model) directly from IBM.

In the meantime I received a phone call from a salesman at Wang. He wanted us to convert our software to run on Wang’s equipment. I informed him that this would be a monumental task, and, although we had dozens of successful installations on IBM hardware, we had absolutely no experience with Wang’s approach. He told me that if we agreed to convert, he had an agency lined up that would use our system. I asked him if he was referring to RGS&H. When he confirmed it, I told him that they had already signed a contract with us. This was news to him.

The system that IBM proposed included terminals for almost all of the employees. The ones with PC’s got 5250 emulation adapters. Our end of the installation went fine. We did a great deal of custom coding for them. They had spent a lot of money on the system, and they reasonably insisted that it do exactly what they wanted.

Then the bombshell exploded. Microsoft let the world know that Neal Hill had written a letter to them. In it he bragged that RGS&H had poached the copywriter and artist from the agency that had handled advertising for Lotus Development, which at that time was considered Microsoft’s biggest competitor. Microsoft had not yet assembled its Office package, and Lotus 123 and Approach were very popular applications. Neal said that RGS&H knew what Lotus was up to, or words to that effect. He also sent them two plane tickets from Seattle to Boston.

I could sympathize. Evidently no one checked Neal Hill’s work either.

This episode caused a major scandal that has been widely written about in legal, advertising, and business circles as well as in the local press. In fact, if you google the agency’s name you will get several pages of articles about it. There are so many that is very difficult to find any other information about the agency.

Neal resigned in December of 1987. Ernie was named as the interim president. Our system was fully functional by this time. Ivan Dunmire served as our liaison. He did an excellent job.

TSI indirectly got swept up in this brouhaha. The articles in the local press mentioned that RGS&H had recently purchased a computer system that was characterized either as a mainframe or as a system that was much too large for the company. So, despite the fact that the people who actually used our software appreciated greatly what we had done, we never had the good reference account in Boston that we had hoped for.

Here are some of my recollections of my experiences with RGS&H:

You can’t make it in thirty minutes if you are afraid to exceed 10 miles per hour.
  • When I was driving Ernie to lunch one day he complained that my car smelled like tobacco smoke. It must have been Sue’s. Nobody previously had mentioned it. Evidently I was “nose blind” to it.
  • One of the two contenders for the most harrowing experience of my life (the other, getting caught in the Blizzard of ’77, is described here) occurred when driving back to Rockville. It was snowing lightly, and the traffic was moving at a fairly steady pace on the Mass Pike when I reached Exit #9 for I-84 near Sturbridge. To my surprise I-84 was nearly empty. There were no tracks in the road at all. I could clearly see the reflective markers on both sides of the road, and I used them for navigation. There really was no place to stop between Sturbridge and Rockville. The Celica and I passed no one, and we were only passed by one car traveling at perhaps 30 mph. A mile or so later I saw a car that had slid into the median; I assume that it was the one that had passed me. I did not consider stopping. When I finally reached the exit for Rockville, I had to guess where it was; the asphalt was covered with several inches of snow and there were no tire tracks. I did not think that my car would make it up the steep hills in Rockville, but it did. Sue was very worried; there were no cellphones in those days.
  • After we moved the office to Enfield in 1988, I usually drove to Springfield, took a Peter Pan bus to Boston, and walked a few blocks to the RGS’s offices. By that time “&H” had been dropped from the agency’s name.
  • I loved working with Ernie, Ivan, and the other people at the agency. There were no quarrels or misunderstandings.
  • I remember that I usually walked to McDonald’s for lunch and ate a Quarter-Pounder with Cheese and a Big Mac.
  • In the nineties Ivan called us a few times for support. By that time PC networks were becoming widespread, and people were touting the idea of “client-server” systems, a term that simply meant that the data was on one system used by everyone, but each person’s computer had its own set of programs. However, Ivan said that many of the people at the agency did not understand this. They thought that the term designated a system constructed to provide better service to the agency’s clients, and they wanted to know why RGS did not have one.

I tried to recruit Ivan to work for TSI, but he turned us down. I am not exactly sure what role he would have played at TSI, but I am pretty sure that he would have done a good job.


Our other installation in Boston, Rizzo Simons Cohn (RSC), was an even bigger fiasco. I was surprised to discover that Sue has almost completely repressed the memory of The Sign of the Three.

We had been contacted by a firm called Computer Detectives (CD). The guy on the phone told us that his company had been hired by the agency to find a computer system for them. It turned out that CD was a two-person company, the guy with whom we talked and his wife. His name was Larry Ponemon16. I don’t recall hers. We dealt almost exclusively with Larry.

Sue and I went to supper at a Chinese restaurant with them. The both ordered moo shu pork; this is the only thing that Sue remembered about them. They were very surprised when we told them that we had never really had a vacation.

We showed them the system, and they liked what they saw. We gave them a proposal for the GrandAd system running on a S/36 model 5363.

AT&T 3B2 model 400.

Larry called us to tell us that they had recommended our system to RSC, but the agency preferred to run its system on 3B2, a UNIX computer manufactured by AT&T. They asked us if we could convert our system to run on it.

We researched whether the S/36 version of Workstation Basic17 would work on a 3B2, and we were assured by the company that wrote and marketed it that it would. We told CD that we were pretty sure that it would, but we would need to adjust our quote to cover the conversion costs. We did so.

We then got to meet another consultant, who, among other things, sold and marketed AT&T computers. We told him that we were accustomed to working with IBM, and we trusted its commitment to support. If he sold the system to RSC, we wanted to know whom we would contact when we had problems or questions. He said that he was our contact. Remember that there were no cellphones, and this guy practically lived in his car. We would need to leave messages. The best that we could hope for was a beeper. Then we would need to depend on him to find someone who was willing and able help us. We were used to dialing 1-800-IBMSERV from anywhere. Someone ALWAYS answered.

The CD people were there at the meeting. They and the AT&T guy assured us that we and the agency’s users would get all the support that we needed.

We converted the software to work on Unix without an inordinate amount of difficulty. That, however, did not mean that it would efficiently do everything that RSC wanted in their environment. We knew nothing about how the operating system would perform when numerous users were working on the same files at the same time. Sue spent several days at RSC trying to get the system to work, but she ran into one roadblock after another, and no one was available to help her.

After a few weeks of this foolishness, the agency got fed up. CD had not disclosed to RSC, who had paid them handsomely to conduct the search, that they were being paid a “finder’s fee” both by us and by the AT&T guy. RSC had never voiced any preference for hardware; that was just a lie. Evidently they had told RSC quite a few whoppers, too. RSC sued CD, and Sue testified for the agency. AT&T took the hardware back and refunded at least part of the cost.

RSC reopened the software search. We submitted the same proposal that we had previously given to CD. Since we had already been paid for the UNIX version, we charged nothing for the GrandAd software or for the customizations. The other contender was a New York company (I can’t remember the name) against whom we often competed. Its software ran on UNIX.

I called the finance guy at RSC, Jonathan Ezrin18, and asked about their decision. He informed me that they had chosen the other vendor. I asked him what the basis for the decision was. He responded that mostly it was the cost. The answer astounded me. I asked him what the other software company had bid. It was about $10,000 higher than ours. I asked him how they could have considered this less than our bid. He said that to be fair they had included the cost of the software in our original proposal when making the comparison.

I assured him that we were not going to give that money back. I then told him frankly that theirs was the stupidest line of reasoning that I had ever heard, and I slammed down the phone.

RSC dissolved in 1990, less than a year after that phone call. I don’t know what happened to CD. I found no trace of them on the Internet, although Lavinia Harris has published a series of novels about a young couple who call themselves “computer detectives”.


I remember visiting Fern/Hanaway19 of Providence, RI, a few times. The agency had a System/36 that they had bought from IBM. I think that we installed one or two modules there, but I don’t remember which ones.


IBM must have told Arian & Lowe (A&L)20, an advertising agency of sorts in Chicago, IL, about TSI. Sue said that she went there once. She remembers that the floor of their office would have been good for dancing, but the only thing that she remembered about the company was that their main client was the Beef Board. They mostly produced point-of-sale posters and signage.

I installed some modules of the GrandAd system there and flew out for a couple of month ends. I remember several very strange occurrences.

  • The Director of Financial Operations for the agency was Neta Magnusson21. We generally had lunch together. She always had more than one martini. I could never have concentrated in the afternoon if I had imbibed a small fraction of what she downed. I stuck with Diet Coke or iced tea.
  • A&L used its S/36 model 5360 for word processing. One time when I was there working on the GrandAd system, they somehow lost some WP documents. A few people blamed me for this. I protested that I had not done anything to any documents. Fortunately I knew enough about how DW/36 worked that I could also demonstrate that I could not possibly have done anything.
  • I ordinarily stayed at a Holiday Inn that was a short distance from A&L. On one trip I had to stay an extra day. The Holiday Inn had no availability for that extra night, but they found me a place to stay and called a cab to take me there. The cab driver said that I definitely would not want to stay there. Instead, he took me to another place that was in a rather rough part of town. However, the room was OK, and it was only one night. I was, however, happy to be out of there the next morning.
  • The agency’s was in downtown Chicago. I had to take cabs back and forth to O’Hare. One time I somehow left my glasses in the cab. Believe it or not, the next time that I went to A&L I stopped at the taxi dispatcher. My glasses were in the Lost and Found box safe and sound.
  • One of the cab drivers spoke no English at all. His girlfriend sat in the front seat and translated for him.
  • Another cab driver picked me up at A&L. I wanted to go to O’Hare. He asked me for directions. I actually rode with a cab driver in Chicago who did not know how to get to the airport! Fortunately, this was one of my last trips to A&L; I could have given him instructions blindfolded.
  • The favorite expression of the system operator at A&L was “Have a good one!” I realized that this was cheerful and completely innocuous, but for some reason it really irritated me.
  • My favorite part of the trips to Chicago was the prospect of having an Italian beef sandwich, either at the airport or bought from a street vendor.

It seems appropriate to end with the bittersweet tale of Charnas Associates of Manchester, CT. TSI and IBM scheduled a presentation to the agency at the IBM office in Hartford. The presentation was scheduled to take two hours. I went to the office early and loaded our GrandAd demo system onto the 5360 at IBM. I also went over my notes for the presentation.

The turnout was unbelievable. Around twenty people showed up from the agency. I was always happy if we got one; I had done worse than that.

I had a lot of experience at this. The format varied by only a little. Someone from IBM acted as the host. He or she was always dressed impeccably and spoke glowingly about how wonderful IBM’s systems and support were and what a close working relationship IBM had with independent software developers like TSI. Then they turned it over to me.

I hated whiteboards after this.

Not this time. The IBMer went around to each and every person in the room and asked them what they would like the computer to do to help with their jobs. After each answer he would rush back to a whiteboard and add it to the list of items that were already on the board. The he would ask them to evaluate how important this was to them. He was hoping that they would attach a monetary value to it, but he was willing to settle for peace of mind or saving time. He dutifully recorded the values as well.

This went on for at least an hour and forty-five minutes. Then he spent a few minutes praising the System/36 before he let me talk for a couple of minutes. I could not possibly do my presentation in less than a half hour. So, I had to forget about my slides and my demo and try to talk about the big picture. The worst part was that damnable list on the whiteboard behind me. Needless to say, our software addressed less than half of the wish list. Of course no one suggested “Help us find which clients are unprofitable and why” or “Help us improve cash flow”.

I was so angry at the IBMer that I could have punched him. If I had not sworn after that fight in the fifth grade with Tom Guilfoyle that I would not engage in fisticuffs, I might have.

We followed up on this, but we never heard from Charnas.

A few years later in 1989 I was scheduled to give my first AS/400 demonstration of the AdDept system that I was still in the process of installing at Macy’s in New York. TSI did not own an AS/400 yet, and so I had made a backup tape at Macy’s. I planned to install Macy’s programs and data, dummy up the data so it was not recognizable, give the demo, and then erase the programs from the disk.

I never finished the first step. Something about the tape made the AS/400 system at IBM hang up. Commands could not even be entered at the system console. I worked with these incredibly reliable machines for twenty-six years. This was the only time that I saw something like this happen.

The IBM people were furious at me. They were certain that the problem occurred because our programs were written in BASIC. I calmly explained that the programs never got restored. Something happened during the restoring process.

Nobody from IBM attended my demo. I went to the demo room to do a song and dance with no accompaniment. Only one person was there, and she was not even one of our invitees. She identified herself as a media buyer at Charnas who had heard about the event from one of her clients. I explained how the GrandAd system worked and which agencies were using it.

She told me that Charnas had a S/36. She did not know the model. I asked her how big it was. “Oh, it’s big!”

She said that they used it only for word processing, and everyone hated it. That guy from the first demo had sold them a 5360 with no software except DisplayWrite36!

I don’t remember what happened after that too clearly. I am sure that I went to Charnas’s office in Manchester at least a few times in the early nineties. I think that I installed an abbreviated media system for them. Then I got heavily involved in the AdDept system.

Charnas apparently went out of business in July of 1992.


While I was looking for information about the agency I came across the book shown at the right. It was commissioned by Robert Bletchman, an attorney from Avon who died in 2008. His obituary is here.

There is only one copy of the book on this website. The title is How to Achieve the Release of Unidentified Flying Object Information from the United States Government.The first reader with $50 can claim it. Shipping is free!

The publication date for this book is in 1985. I am pretty sure that this effort antedated Art Bell’s Coast to Coast AM show on WTIC radio by approximately ten years.


1. O’Neal & Prelle went out of business in 2000.

2. Bill Ervin died suddenly in 2003. His obituary is here.

3. Liz Dickman is now the CEO of Integrated Physicians Management Services in East Hartford. Her LinkedIn page is here.

4. Eric Tulin Inc. changed names and ownership a few times before giving up the ghost in 1991.

5. Knorr Marketing’s website is here.

6. In 2007, as reported here, Tom Brownell apparently transferred his client list to a group of his employees. They changed the name of the agency to 802 Creative Partners and moved the headquarters to Bethel, VT.

7. By coincidence 72 is my own age as I write this in May 2021. To be honest, if I tried to keep a manual ledger, I probably would not be able to read my handwriting either.

8, The agency’s website is cdhm.com.

Marsha.
Dianne.

9. Dianne Doherty now goes by Dianne Fuller Doherty. She resides in Longmeadow, MA, in 2021. After the agency’s failure she devoted her life to helping other small businesses, especially those run by women, get started. Her story is described here.

10. Marsha Tzoumas is now known as Marsha Montori. In 2021 she is the Chief Marketing Officer at Six-Point Creative Works, an ad agency in Springfield. Her LinkedIn page is here.

11. I used focus groups in my short story (described here).

12. RGS&H went through five name change. Its final incarnation, GSOD, Inc. dissolved in 2007.

13. Neal Hill landed in Canada. His LinkedIn page is here.

Ernie Capobianco.

14. Ernie Capobianco telephoned me in the early 1990’s. At the time he had just started working at Valentine-Radford, a big ad agency in Kansas City. He arranged for me to meet with some principals and the IT guy. I also visited Ernie’s apartment in Johnson County. I think that I caught him at a bad time. His LinkedIn page, which skips over his time at RGS&H, is here.

15. Ivan Dunmire lives in New York City. His LinkedIn page is here.

Larry Ponemon.

16. I think that Larry Ponemon now runs the Ponemon Institute, which has something to do with privacy, security, and computers. His page on the organization’s website is here.

17. Workstation Basic was designed to emulate the Datamaster version of BASIC running under DOS and later UNIX. More information is here.

18. Jonathan Ezrin apparently now lives in Plymouth, MA. He does not have a LinkedIn page.

19. Fern/Hanaway was dissolved in 1998.

20. It appears that in 1991 A&L was taken over by Daryl Travis. Various versions of Arian, Lowe and Travis (no Oxford comma) existed after that, but I think that the operation in Chicago did not survive for long. The Beef Board account represented a high percentage of its billings.

21. I think that in 2021 Neta Magnusson lives in Geneva, IL, a suburb on the west side of Chicago.

1983-1988 The IBM System/36

A true multi-user system. Continue reading

A 5360. The box on the top left is the diskette magazine drive.

IBM’s introduction of the System/36 (S/36) in May of 1983 was not a monumental event for TSI. From our perspective the new system seemed more like a marginal upgrade of the System/34, which had always been much too pricey for anyone who would talk to us. The new system had only one basic model, the 5360. The starting price for one of these was still $140,000. It was also gigantic and had special electrical requirements. It was clearly designed for a small data processing department, not a small business without one.

The biggest advantage of the System/36 over any system that we had worked with was that it supported a fairly large number of terminals and printers. This was because it could run a number of jobs at the same time. It also supported batch processing, which meant that time-consuming jobs need not tie up any workstations.

We appreciated these benefits. In fact, we drooled over them. However, no prospective customer of ours ever had a six-figure budget for hardware.

The 5250 screen showed one color, green.

The peripherals were also rather expensive. IBM in those days ignored standards used in the rest of the industry. It set its own standards, and they were all proprietary. So, cheaper hardware from other vendors would not work with IBM systems.

Although the price went down through the years, a 5250 terminal cost around $2,000 when the 5360 was introduced. The cheapest printers, which used dot-matrix technology, were in the $5,000 range.

Both ends of twinax cables were male. A device with two female ends was needed to connect two together

The cabling was also not cheap. The system used twinaxial cables for direct attachment of these devices. Most competing systems used serial or parallel connections. Twinax was decidedly better, but it was also more expensive.

The local devices were connected in a serial fashion to a controller. Up to seven devices could be connected on one twinax line. Each device had two female twinax connections on the back, either in one T-shaped unit or with two short cables. One was called the “gozinda”; the other was the “gozouta”.

The T-shaped connector.

So, if the S/36 had four devices named A, B, C, and D. A would be connected to the controller by a twinax cable, B would be attached to A by a twinax cable, C would be attached to B, and D would be attached to C.

A switch on device A, B, and C needed to be set to allow pass-through to the next device on the line. On device D that switch needed to be set to denote that it was the last device on the line.

For device D to communicate with the S/36, all of the connections must be functional, and all of the switches set correctly. It reminded me of Christmas tree lights in the old days.

The S/36 also came with a serial port. Since a modem could be attached to this device, it would be possible for support people at IBM or the software vendor (or anyone else, for that matter) to sign on from a remote location. This was, of course, our dream; it would make support so much easier. The announcement brought it a little closer to reality.

The 8809 tape drive.

The hard drive capacity varied from 30 MB to 400 MB. In the twenty-first century, of course, those quantities would only hold a handful of photos. However, to most software vendors in the eighties this meant that total storage was no longer a big concern. However, the default backup device was a magazine that held only ten 8″ diskettes. Each diskette had a capacity of only 1MB each. This was a rather obvious limitation on the practical storage.

It was possible to attach an 8809 1/2″ reel-to-reel tape unit to address this. I could not find a price for these monsters. It may well have been the case that if you had to ask the price, you could not afford it.

The System/36 had two processors. The main processor (MSP) executed the code; the control processor (CSP) managed the work for the main processor. The CSP was four times as fast as the MSP, and they worked perfectly in tandem. The S/36 could perform an amazing amount of work at very fast speeds with embarrassingly puny processors. It was also extremely reliable.

Some actions, such as IPL1 and backing up files, needed to be initiated from the system console. The system console on the 5360 was built in to the top of the box. Your system operator needed a wheelchair? Life was rough all over.

I missed out on this fun stuff.

The System/36 supported five programming languages: RPG II2, COBOL, FORTRAN, BASIC, and Assembler. RPG II, a simplistic column-based language, was the most popular. Wikipedia says that this was because it was the least expensive3. The BASIC language was similar to the one used on the Datamaster. I never heard of anyone who programmed in FORTRAN or Assembler on a S/36.

BASIC programs could not be compiled. Therefore, a copy of the BASIC interpreter needed to be loaded into memory for each program that was running. Nevertheless, because the CSP was so efficient, TSI’s benchmarks showed that there was no noticeable difference in the speed of interpreted BASIC programs and compiled RPG II programs performing the same tasks. So, we never considered converting our program to anything besides S/36 BASIC.

IBM also positioned the System/36 with its DisplayWrite/36 software as a word processing server. We found it to be inferior to the Datamaster product in most ways.


The file structure of the S/36 was somewhat different from the Datamaster’s. Programs and other executable items such as BASIC procedures and system procedures were stored in “libraries”. Libraries were somewhat like directories or folders on a PC. However, there was no such thing as a sub-library.

No directory trees on the S/36.

Data files needed to have unique names. They did not reside in libraries. In order to identify which files belonged to which application, the names were preceded by a short identifier and a period. In GrandAd all the media files started with “M.”, and the other files started with “T.”.

The S/36 did not have a relational database4. However, the fields in each file were defined in the system using field names, positions, and length/type designations. These data definition specifications were called DDS. Programs could access files using the same ISAM techniques with which we were already familiar. However, IBM also offered a product named Query/36 that allowed someone who know how the files were named and structured to write queries in a manner that was similar to SQL. These queries could then be saved and executed on demand.

Query/36 was a valuable debugging tool. TSI required all of our clients to buy it.


IBM announced the 5362 in 1984. It was much smaller than the 5360—only about as large as a two-drawer file cabinets. It also had no special electricity requirements. It used the same operating system as the 5360, which was called SSP. It came with one diskette drive and up to 120MB of hard drives. A QIC (1/4″ cartridge) external tape drive was available. A 5250-type terminal plugged into the first twinax spot served as the system console. Fewer devices could be attached, but none of our clients ever reached the limit. Best of all, the starting price was only $20,000, about the same as two Datamasters and a hard drive.

Many advertising agencies in the northeast could afford this level of investment. It took some time for TSI to convert the ad agency programs. I remember spending many days at IBM’s office in Hartford working on this. After tat we needed to change the focus of our marketing efforts to larger ad agencies. At this point IBM had no system to offer to the many whose needs would be satisfied with one Datamaster with diskette drives.

We were happy with this announcement, but it was a disappointment that IBM had totally abandoned the market that had produced the majority of TSI’s sales.


The 5364 (or System/36 PC), which was announced in June of 1985, was IBM’s belated attempt to recapture that market. The starting price of $5,995 was quite attractive. For some reason the system console had to be an IBM PC, XT, or AT with a special card inside. The S/36 part was the same size and shape as an AT. It contained a 5 1/4″ diskette drive that was compatible with neither the attached PC nor any previous model of the S/36. Compatibility was not a high priority for IBM.

This is what the system console looked like with the PC on top of the 5364. Manute Bol found it very convenient.

This bizarre arrangement was very difficult to explain to a prospect. Why would a super-reliable S/36 be coupled to the least reliable hardware ever to wear the IBM logo? It did guarantee that at least one IBM PC was installed at each location, I guess. However, most installations probably did what we did—attach the oldest, slowest machine available as the system console, and then use it only when necessary.

The 5364 had two severe limitations. In the first place, only four devices (counting the system console and the printer) could be attached. So, the S/36 customer could really only attach two more displays or one display and a printer. Still, that would suffice at most small ad agencies and at TSI. We immediately ordered one.

The other limitation was, in some ways, worse. The 5364 came with only 256K of RAM. Each session could use up to 64K. However, batch jobs counted as sessions. If one person started some lengthy reports or other process, the system could possibly reach the point where jobs needed to be swapped between memory and disk. This could severely impair the system’s performance.

The announcement of the 5364 created a good deal of business for a company named Black Box. They sold a box with slots for one 8″ and one 5 1/4″ diskette and software to make image copies from one to another. We bought one, and I used it a lot.


This is a 5363 with both a diskette drive and a QIC tape drive.

In 1987 IBM finally fixed all of the problems, at least the ones that most concerned us. The 5363 was a reasonably priced machine that was suitable for almost any small business. If it had been announced two years earlier instead of the 5364, we could have sold a lot of them.

I could not find anything either on the Internet or in our basement that listed the price of one. I don’t remember that anyone balked at the cost. I also could not discover how much memory it had, but I remember distinctly that it was plenty. It could handle at least seven devices, too, and you could get one with a built-in QIC tape drive.

We enthusiastically ordered one for TSI’s office and tried to get our Datamaster customers excited about it.


By the middle of the eighties most office workers had some kind of personal computer on their desks. They did not want someone to install a terminal next to it as well. But how could they gain access to the S/36 without a terminal? There were no networks worth mentioning in the eighties, and there was nothing like USB. The only way to reach the server was through a twinax line, and IBM did not share its knowledge of how the display and printer connections worked. IBM considered anything that it produced was proprietary.

IBM and many third party companies brought 5250 terminal-emulation packages to market. The idea was to be able transform the PC into a terminal on demand and then change it back. Although the other vendors had to reverse-engineer the 5250 interface, they still were able to produce competitive products that were cheaper and had more features than what IBM offered. They generally consisted of a three pieces:

  1. A hardware card that fit into an expansion slot on the motherboard of the PC. That’s right. You had to take the cover off of the machine and add a card that had the brains needed to make the PC act like a 5250 card. You might also need to physically flip switches on the care to configure it. Then you had put the PC back together again. What could possibly go wrong?
  2. A dongle (sometimes lovingly referred to as a “pigtail”) that screwed into the interface on the part of the card that stuck out the back of the PC. It provided a gozinda and a gozouta for the twinax cable(s).
  3. Software to run on the PC.

When they first appeared, the cost of these packages was well over $1,000, nearly as much or more than a PC or terminal. However, the emulators had one very substantial advantage. The inexpensive printer attached to the PC could also be configured as a S/36 printer. This not only saved money and office space; it was also much more convenient.

For a few years the companies selling these packages did a land-office business.


1. IPL stands for Initial Program Load. It just means the starting process for the system. IBM had three-letter abbreviations of everything, including a three-letter abbreviations (TLA).

2. RPG is short for Report Program Generator. I could never understand why anyone used it.

3. IBM required separate licenses for each programming language that was used.

4. Two IBMers, Donald D. Chamberlin and Raymond F. Boyce, codified the Structured Query Language (SQL) used in relational databases in the seventies. IBM rejected it because the Indexed-Sequential ISAM structure that it used in its computers had much better performance. About three decades later the company changed its mind.