Through 2023 I have mainly played bridge with people from the Northeast in the Hartford Bridge Club (HBC) and the Simsbury Bridge Club (SBC) in Connecticut and at tournaments. There were two sets of exceptions: the two bridge cruises that Sue and I took and a few occasions in which I picked up a partner at a club game when I was on the road for business or some other purpose. Only eight out of my 144 partners through 2023 fit in these categories.
Club games: I have included one game in Northampton, MA. The other two locations were in Charlotte, NC, and the Tampa Bay area.
Dave Wroblewski was the father of Denise Podavini (introduced here). He lived in Charlotte, NC, which was the location of the headquarters of Belk stores, one of TSI’s most important users of the AdDept and AxN systems throughout the twenty-first century. Denise was TSI’s primary contact at Belk from her arrival in 2008 until the dissolution of TSI in 2014 (described here).
I learned from Denise that her family was from Massachusetts and that her father was an avid bridge player. Denise was not even slightly interested in the game, but her father was attempting to teach her daughter1 how to play. When he heart that I had become a Life Master he invited me (through Denise) to play with him at the Charlotte Bridge Club one evening when I was in town consulting and gathering specs. This probably occurred in 2010, but it may have been a little later.
Dave and I had a nondescript game together. I am sure that I made a few mistakes. In those days my assessment of my abilities was somewhat inflated.
David was still a member of the ACBL at the end of 2023. He did not receive any masterpoints in 2023, which struck me as peculiar. He needed less than 27 masterpoints to reach the Diamond Life Master level of 5,000. I had to wonder if something happened to him to prevent him from playing.
It occurred to me while writing this section that my wife Sue has played with Ann Wroblewski, who lived in South Deerfield, MA. I had to wonder if her husband John was related to Dave. The name is not that common.
A year or two before the pandemic my friend Judy Hyde was trying to promote the novice game in the Northampton Bridge Club.3 She invited me to come up and play in the Pro-Am game at a room at the Methodist Church in NoHo. It was a long drive, and Wednesday was the worst possible day for me The time of the game (1pm) conflicted with the morning game at the HBC. It did not directly conflict with the evening game in Simsbury, but working out how best to get from Noho to Eno Hall and to eat supper by 6:30 would not be easy.
On the other hand, I wanted to help Judy get the game established, and so I agreed to play with Susan Lantz
It appears that playing one round with me did not inspire her much. She stopped paying dues to the ACBL in 2022, at which point she had only 26.71 masterpoints.
My wife Sue’s parents moved to Clearwater, FL, in 1982. In the subsequent years Sue and I went down to visit with them on several occasions. Occasionally Sue and I visited one of the local bridge clubs for a game. They found appropriate partners for both of us.
The Clearwater Bridge Club4 played on the second floor of the Regions Bank building. They still were playing there at the end of 2023. Occasionally local residents Eric Rodwell and his wife have been known to attend games. The one time that I played there I was paired up with Dr. Mark Goldschmidt, a retired pediatrician who was a very good player.
My recollection is that we had a pretty good session, but we did not win. In 2023 Mark was still active in bridge. He had about 1,700 masterpoints.
The other club near Clearwater is the St. Petersburg Bridge Club, which is actually in a shopping center in Panellas Park, FL. I can only remember going to this club once, but my list of partners lists two from this club, Marvin Kistler of Kenneth City, FL, and Chris Person from Tampa. Both of them were still members of the ACBL in 2023, but Marvin had earned no masterpoints all year.
I have one fairly vivid memory of playing at this club. I think that I was playing with Chris, but I could be mistaken. On a hand in one of the very first rounds we were playing against one of my partners from Connecticut, Michael Varhalamas (introduced here). Chris opened 1♣, and the opponent to my right passed. I had a very weak hand with shortness in clubs. I passed, and so did Michael. Chris had to play in 1♣ with less than half the points and less than half the trumps. We received a very bad score.
I asked Michael if he would have bid with my hand. He said that he would have because opener could have as few as three clubs. He said that if he had opened any other suit. I have remembered that advice, but I am not sure that it is the right choice in all circumstances.
Sue has much more vivid memories of this club than I do. She was there when someone drove their car through the flimsy wall and stopped just short of where Sue was sitting. Mark Smith was directing that day. He ran up to Sue and helped her out of the “death seat”. He claims that he saved her life, but Sue remembers it a little differently.
The St. Pete club is still operational in the same building in 2023. Its website is here.
Sue and I took two bridge cruises together. Both of them featured Larry Cohen. The first one was in 2012, right after Sue and I got married. I have recorded the details here. We have often referred to it as the “Honeymoon for One. ” The sordid tale has been posted here.
One of the tournament staff was assigned the job of assuring that everyone had a reasonably appropriate partner. I was originally assigned to play with a lady, but she dumped me before the first hand. Instead my partner for the entire cruise was Frank Evangelista from Boca Raton, FL.
I really liked Frank, and I communicated with him a few times in the years following the cruise. Frank stopped paying dues to the ACBL in 2021. I could not find an obituary or any other clear reference to him on the Internet.
The other cruise was two years later. It was longer and had a much better offering of excursions. My journal of the trip has been posted here. My partner for this one was Marty Singer, who had houses in both New Jersey and West Palm Beach, FL. We intended to play together at an event that was proximate to both of us, but it never happened. He is still playing regularly at national and regional events.
On December 24, 2014, Marty was not available to play. I was paired up with Jacques Sopkin of Newport Beach,CA. The journal page for that experience is here. Jacques died at the age of 91. His obituary is here. His LinkedIn page is still available here. For “experience” only “007” is listed.
1. I never met her, but I think that this must be Katie Podavini, who was still an ACBL member at the end of 2023. She only had 37.71 masterpoints and none in 2083. It is incredible to me that so many people were still paying dues in 2023 but not playing at all.
2. The Charlotte Bridge Club appears to have survived the pandemic. Its home page is here. On the day that I wrote this entry (12/16/23) the club was holding a “Christmas/Holiday” party.
3. The Northampton Bridge Club was struggling in 2023. Their Tuesday night game was taken online during the Pandemic, and it never returned to face-to-face play. Judy’s Wednesday game persisted in 2023, and they sometimes had special games at Amherst. The club’s website can be found here.
4. The Clearwater Bridge Club was running seven in-house games per week and two Swiss events per month at the end of 2023. They were still playing in the bank. The website is here.
AxN was an Internet-based product developed and marketed by TSI. It allowed advertisers to send insertion orders (reservations for advertising space) to newspapers. It also managed communication between the two parties that culminated in the newspaper rep confirming the order. The process that Denise Bessette and I employed in designing and creating AxN, including the division of labor, was described here. Details of the system design are posted here.
Part 1 of the marketing of AxN is posted here. The narrative concludes with the signing of a contract by representatives of Belk1, the department store chain based in Charlotte, NC, to purchase AdDept, TSI’s administrative system for advertising departments of large retailers. Part of the plan for the installation was to use AxN for insertion orders. At the time none of the other AdDept retailers were using AxN yet.
In the previous thirty or so AdDept installations the scheduling of newspaper advertising in AdDept had almost never been very difficult. It was always the first part of the project that we got to work smoothly.
I encountered an unexpected problem in that area at Belk. The company had recently consolidated the administration of four of its divisions into the office in Charlotte. Each of the four previous newspaper coordinators was now working in the office there and managed the advertising for the same papers that they had before. Usually, I trained the manager of the coordinators or just the AdDept liaison about how the programs worked. He or she trained the individual coordinators. In this case there was, at least initially, no manager. I was expected to train each of the coordinators separately. Most of them had been scheduling ads manually and ordering them over the phone. Some had never even worked on a computer before. Worst of all, all four soon realized that there was no way that Belk would need four coordinators when AdDept was up and running. There was not much incentive to cooperate.
Eventually these issues were all resolved, but the delays that the process caused meant that the rollout of AxN would be postponed for a month or two. That was a headache, but it actually proved to be something of a blessing for TSI. It gave Denise and me some time to develop a plan for getting the newspapers aboard. Here is a list of the most important items:
TSI’s accounting system would needed to be changed to accommodate the newspapers as customers. Because the client file used a three-digit number as the identifying field, this task involved a significant amount of programming.
Belk would provide TSI with a list of its newspapers. For each we needed the contact name, phone, email, and address. These would be entered into TSI’s accounting system as (potential) customers. The three-character codes organized them by state. We also needed the name and contact information of the advertising rep at the paper.
I wrote a letter to be sent to the newspapers. It would be signed by someone at Belk but mailed by TSI. The purpose was to ask them to participate in a three-month test period of AxN with no charge. Afterwards they would be asked to continue to use the system with a monthly fee roughly equal to the price of one column inch of advertising. One full-page ad in a broadsheet contained over 120 column inches.
Each newspaper would be sent the AxN: Handbook for Newspaper Users, a copy of which is posted here. TSI would also provide telephone support, but we hoped that it would seldom be needed. We knew how to make systems that were easy to use.
At the same time the newspapers would be sent a contract for the test period. It emphasized that there was no charge for three months and that TSI was not acting as an agent for Belk. It also limited TSI’s responsibility to making a good-faith effort to address all reported problems in an expeditious manner.
After a week or so someone representing TSI would need to call the newspapers that had not returned contracts.
As soon as signed contracts were received, a TSI employee would activate the papers on the company’s accounting system and on the AxN database. Then he/she would notify the appropriate coordinator at Belk to change the field on each variation of the newspaper’s record on the pub table in AdDept.
I would carefully monitor the processing of the first batch of orders. The system had never been stress-tested.
A second letter (from me) and a permanent contract would be sent to the paper after two months. It emphasized that either side could cancel the contract at any time with one month’s notice. The language about agency and responsibility was the same as in the contract for the test period. The starting date was at the end of the test period. There was no ending date.
When the contracts were returned the client records in TSI’s accounts receivable system were marked as active, and the newspapers were billed for the first month or quarter (their choice).
After a week or so someone representing TSI would need to call the newspapers that had not yet returned contracts.
This was by and large a good plan, but it had one rather obvious flaw. None of TSI’s current employees was suitable to play the role of “someone representing TSI” in steps 6 and 11. The programmers, including Denise, were far too busy with request for custom work in AdDept. The slot of marketing director at TSI was empty. I did not trust the administrative person to do this. That left only me, and I was notoriously bad at interactions by telephone. I have always hated talking on the phone, and people can often sense my discomfort. Besides, I wrote all of the new code. It was unquestionably a bad idea for the developer and the sales rep to be the same person. The sales person needs to know how to work with the potential customers, not the machine.
Denise devised a great solution to this problem. She informed me that one of her husband Ray’s cousins, Bob Wroblewski, sometimes did similar work for companies on a commission-only basis. She also came up with a sliding scale of commission rates. It was high in the first year and decreased in subsequent years. After three (or maybe five—I am not certain) years, there would be no commission.
We invited Bob, who lived in Rhode Island, to come to TSI’s office in East Windsor to discuss the matter with us. He liked what he heard, and I was favorably impressed with his experience and communication skills. He agreed to take on the job for Belk’s papers. After that we would assess how well the arrangement worked for both parties.
In reality it worked very well indeed for all of us. Bob was able to persuade all of the papers to agree to the test period. On that fateful day that Belk sent its first batch of insertion orders to TSI my recollection is that more than one hundred papers were involved. The AxN programs flawlessly handled the orders and wrote the appropriate records on the data files. Emails were then sent to all of the newspaper reps. Very little time lapsed between the sending of the emails and the reps signing on to look at the orders. That surprised me a little.
Then a terrible thing happened. TSI’s trusty AS/400 locked up! No one—not even TSI employees—could do anything. I signed on to the system console, for which the operating system always reserved the highest priority. I was able to examine several job logs, and I determined that one of the steps that was being executed as soon as a rep looked at an order was performing an unexpectedly high amount of disk processing and using an inordinate amount of memory. I killed the interactive jobs for all of the newspaper and made sure that no one else could start a new session until the problem was addressed.
This was one of the tensest situations that I had faced in my career. I had to fix this problem, and fast. The step that I had determined was jamming the system would not be necessary until the rep decided to print the order or maybe it was the option to download the order as a csv file. I changed the code on the fly so that the onerous step was postponed until it was necessary. I hoped that that would spread out the activity so that the system was not overwhelmed right after a new order was processed.
There was no time to test what I had done. I removed the routine from the initial opening of the order and installed it in the routine that might be executed later. We then sent an email to the papers with an apology and a request that they try to sign in again. This worked much better, and, in fact, AxN never had any notable performance problems again.
After Belk had been running successfully on AxN for a few months, we decided to take our show on the road. Bob and I flew to California to meet with employees from two AdDept clients, Robinsons-May2 and Gottschalks3. We enjoyed a pretty good relationship with both of them, and I wanted them to feel comfortable about working with Bob. I think that we spent only one afternoon at each location.
I don’t remember the details of the travel arrangements. We must have rented a car and driven from the L.A. area to Fresno. I don’t remember where we stayed or what we ate. I only remember that I was limping when I got off the plane, and I explained to Bob that I had tendinitis in my IT band. He said something like, “Don’t we all?”
Robinsons-May was quite interested in what we were doing with AxN, but they did not go crazy over it. When I later asked them to let us approach their papers, however, they quickly agreed, and Bob was eventually able to sign up almost all of their papers, including the L.A. Times and the Los Angeles News Group, which included the Daily News and a group of suburban papers.
Some IT guys attended our demo at Gottschalks. They uniformly thought that our approach was great. However, the newspaper manager in the advertising department, whose name was Stephanie Medlock, had never used the faxing feature, and I never persuaded her to use AxN either.
The trip was worthwhile. The people in both advertising departments had an opportunity to meet Bob, and he had a chance to see what it was like in an advertising department. Bob I got to know each other a little better, and Bob got a better idea about how AxN fit into the process. However, I don’t think that he ever comprehended why it would be very difficult for us to approach advertising departments at places like Home Depot or Walmart—who did not have AdDept—about using AxN.
Jenifer, Ali, Denise, and Bob at L&T’s office in Manhattan. This was the only photo of Bob that I could find.
Bob also accompanied Denise and me on a trip to Lord & Taylor4, the May Company division with headquarters in New York City. We took Amtrak and a taxi. I did not have any recollection of that trip at all until I found the photo that Bob appeared in. I don’t know when we went, but it must have been before 2005, the year in which I purchased my Cascio point-and-shoot camera for our second trip to Italy and stopped purchasing disposable cameras.
We met with Jennifer Hoke and Ali Flack, the two newspaper coordinators. I know this because I wrote their names on the reverse side of the photo that I found.
On the morning of October 14, 2003, I served as a pall bearer at a funeral in Passumpsic, VT, for Phil Graziose, the husband of my wife Sue’s good friend, Diane Robinson. After the funeral I drove to Providence, RI, for the wake of Bob’s wife. I have only attended perhaps a dozen wakes and funerals in my adult life. It was stunning to do it twice in one day.
Bob continued to represent us in dealings with newspapers until we ran out of prospects. From the beginning it was a mutually beneficial relationship. Bob earned a good amount of money in commissions, and the AxN product complemented AdDept very well right to the end.
Over the years Bob and I had very few interactions other than the ones that I have described. Neither Denise nor I ever monitored his conversations with the newspapers. I always suspected that he may have overstated how important AxN was to the retailers who paid for the newspaper ads, but what do you want? He was a salesman.
1. The people and events involved in the installation of AdDept at Belk and TSI’s relationship with the company are described here.
2. Robinsons-May was the May Company division based in North Hollywood, CA. My adventures in Tinsel Town are recounted here.
3. Gottschalks was an independent chain of department stores based in Fresno, CA. The company’s AdDept installation—including one of the worst experiences of my life—is discussed in some detail here.
4. The twenty-year relationship between TSI and L&T is explored in the blog entry posted here.
In the fall of 2002 I received a call from Bob Bowden, the IT Director at Belk, a chain of department stores that was (and still is in 2023) based in Charlotte, NC. He said that the company was closing its four regional divisions and bringing all the administration into Charlotte. He also told me that Belk was an AS/400 shop, and he was very happy to learn that we had developed software on that platform. He asked me to schedule a trip to Charlotte to demonstrate the system and to talk with the people in the advertising department. One of those people was Ellen Horn. I already knew Helen from the time that she was employed at Hecht’s (introduced here), but that was nearly a decade earlier.
A direct flight to Charlotte to 2 hours and 5 minutes.
This call was a godsend for TSI. The pool of prospective AdDept users had shrunk dramatically over the dozen or so years that we had been marketing the product to large retail advertisers. Moreover, our existing clients had at that point curtailed their desires for custom programming. TSI’s programmers were still busy, but the future did not appear as bright as before. Furthermore, we were without a marketing director, and our most recent efforts at mailings had turned up nothing. Best of all, Belk already had AS/400’s. Hardware costs would therefore be minimal, and we did not need to worry about convincing anyone of the critical importance of a relational database or the viability of the AS/400.
The AmeriSuites Airport hotel in Charlotte. I am pretty sure that it is no longer in business.
I immediately made arrangement in late October for a trip to Charlotte, a city with which I was somewhat familiar because of the time that I had spent there working with the Cato Corporation (introduced here). There were several direct flights on US Airways between Hartford and Charlotte.
I stayed—because of Bob’s recommendation—at the AmeriSuites hotel that was directly across the street from the headquarters building. Belk had a discounted rate there. The hotel had a shuttle service to and from the airport, and so I did not need to rent a car. That was fine for the first trip, but after the installation and the contract I rented a car so that I did not feel imprisoned.
I sent them a tape of the AdDept system and the sample data that I would use in the demo. Bob had told me that Belk had a nice theater in which I could make my presentation. People from the IT, Advertising, and Accounting departments would be in attendance. As usual, I spent the first day talking with users. In the morning of the second day I made adjustments to the demo system and tested everything that I planned to show.
Travel to Belk was easy. US Airways had several direct flights daily from Bradley International to Charlotte. Belk’s headquarters was a short drive from the airport.
I have been able to locate copies of fewer of my notes written for TSI’s employees, especially Denise Bessette, TSI’s VP of Application Development than I thought likely. I discovered notes from fifteen trips, as well as many outlines of programming projects. However, there are two big gaps in the notes that I brought back to TSI’s office. There are no reports dated between March of 2003 and December of 2006, and the last set is for February of 2009. I am almost certain that I made trips in 2004 and 2005, and I am absolutely positive that I visited Belk several times after 2009. Unfortunately, I have needed to rely on my memory for both of those periods.
Belk was unlike any other AdDept installation. The spacious and modern headquarters that stood in the midst of dozens of trees was about to be deluged with employees transferred from the other four divisions. It would undoubtedly be true that many of them would be superfluous in the consolidated setting. After all, cutting expenses, especially payroll expenses, was the usual motivation for the move. In the case of the advertising department, at least, the introduction of AdDept was bound to streamline many tasks.
AS/400 model 720.
One thing about the AS/400 setup at Belk really surprised me. Here is what I wrote:
AdDept resides on an AS/400 model 720 running V4R5. The system is also used for the Lawson accounts payable and general ledger systems and J.D. Edwards systems that are used for co-op billing and job costing. They hope to eliminate the J.D. Edwards system. They plan to upgrade the system in 2003. Dean Hajnas, who works for IBM, is the system operator for the AS/400. IBM manages the system for them. All requests for new user profiles and changes to user profiles must go through IBM. Belk employees are not allowed to touch the hardware.
That’s right; the Belk IT employees had absolutely no control over their own hardware. They had outsourced the management of the system to IBM. Quite a few IBM employees worked full-time in the Belk complex.
I met with a large number of people on the first visit, most of whom were new to me.
Ellen Horn’s title is media manager. Greg Case1 and Jennifer Lennon2 are ROP coordinators. I think that Bob Alexander3 is, too, but he was out. Debbie Edwards does broadcast, but I think that she works for Ellen. Steve Kelly4 is the Business Manager. Steve Yeager5, who is responsible for the massive network of spreadsheets, and Jan Adams work for him. I am not sure who is responsible for what. Tim Scott6, Miriam West (print production), Sherry Webb, and Amy Petrone attended the direct mail meeting. The last two run the data base marketing (Harte Hanks) system.
Ellen, Greg, Jennifer, and Steve Yeager have usable user profiles. They use PComm (like the May Company). They have one printer, which is everyone’s default – PRTA209. It was out of toner on Thursday.
The project manager for the AdDept installation worked in the IT department. Her name was Pat Cagle.7 If we needed something fixed in the system specs, the operating system, or the hardware, we dealt with her. She knew next to nothing about advertising.
I am pretty sure that this is Ellen Horn.
I remember that on one of the first visits Pat gave me a form on which I was asked to describe the AdDept system. I tried to get out of it, but she insisted. I composed a few paragraphs and gave them to her. I never heard about it again. What we ended up doing probably bore little resemblance to my essay.
The headquarters building had quite a bit of security. Passage through some doors required an employee badge; others required special badges. When visitors first arrived, the receptionist made a badge for each person who had an appointment, but the visitor’s badge did not allow them to go through the secure doors, and they still had to wait for an employee to come down to the reception area to escort them. Anyone who went out had to go through this again.
The alternative—which I admit that I sometimes employed—was to wait for an employee to come in or out and sneak through before the door closed. I occasionally just stuffed my badge in my pocket. Nobody ever demanded to see it. I always turned the badge in at the security desk before going back to New England.
Mt. Airy.
I learned a little about the company’s history. Belk at the time had more than 200 stores and used 180 newspapers. Their biggest markets were Charlotte and Raleigh. Their stores were also in a large number of small markets, including Mt. Airy, NC, Andy Griffith’s home town and the model for Mayberry. I later learned from Steve Yeager, who kept a copy of a book about the company’s history on his desk, that it was a privately-owned corporation dominated by men named Belk. Over the years they made partnership deals with other retailers, most of whom they eventually bought out. That part of the operation, which began in 1888, had ended, but there were still a sizeable number of high-ranking executives in the building with same four-letter last name. Belk had that, but almost nothing else, in common with the Cato Corporation.
I can find no notes for it, but I must have made another trip to Belk after the one in which I collected specs for the Design Document and the detailed proposal. I remember another meeting in the theater in which I demoed the AdDept system. It was attended by a Vice President in the Accounting Department. Although I no longer recall his name, he made quite an impression on me. When I mentioned that I would not be able to come to Belk on a specified date because I had minor dental surgery scheduled, he said that I could come anyway, and he would do the job in the evening. I asked him if amateur dentistry was one of his hobbies. He only smirked.
Later, when I talked about using a fax card on the AS/400 for insertion orders, he volunteered—with no prompting—a question about whether the Internet could be used for transmission of the orders. That was how the subject of AxN was first mentioned at the first retailer to use it in an operational setting! The design of AxN is described here. The story of its marketing begins here.
I undoubtedly stayed at the AmeriSuites that day as well. It might have been on that occasion that I had my first opportunity to eavesdrop on Italians speaking their native tongue. There were very few people at the hotel. When I went to breakfast, the hotel’s restaurant was empty except for a small group of Italian men. I was not very far along in my study of the Italian language (introduced here), but I was delighted at my success at following a substantial portion of the conversation of my fellow diners. My wife Sue and I by that time had already scheduled our first trip to Italy for May of 2003. That journey has been described here.
The first Belk store was called New York Racket.
I remember trying to train the four ROP ladies from the divisions that had been discontinued. There might have been a fifth person supervising them. I made the long trek from the Advertising Department to the area that had been set aside for them. I have no records of any of their names, but I was required to give personalized training to each of them one at a time.
What is wrong with this picture? No, not the old photo; I mean the scene I depicted in the above paragraph. In the first place it surely would have been more cost-effective to have me conduct an ROP class that included all of them or, if that was not feasible, to train one person and let that person train the others. What kind of business pays an outsider $900 per day plus expenses to provide individual training for inexperienced clerks?
That was not the worst part. All of these ladies had moved to Charlotte so that they could continue doing the jobs to which they were accustomed. My training emphasized how fast ads could be entered and how fast and easy everything else was after that. The unfortunate result was that they all had to be comforted and assured that there would still be a place for them in the Belk organization. Maybe so, but I don’t think that it was in ROP.
I remember that shortly after these training sessions someone, perhaps Steve Kelly, asked me how many employees were required to manage ROP in other AdDept installations. I told him that it was hard to say because some also produced advertising schedules and some also verified charges from newspapers. However, I could think of no installation that had more than a couple of people.
By the time of my trip to Belk in February of 2003, data entry was in full swing, and I needed to make sure that everything was going smoothly.
It was sleeting on the evening that I arrived in Charlotte. I must have rented a car because I remember that the short drive from the airport to the hotel was horrendous. The roads had not been treated at all, and everyone was driving at less than 15 mph (and could not get up hills) or more than 50 mph (and was skidding this way and that). I was one of the few drivers on the Billy Graham Parkway who was doing a safe moderate speed. This kind of weather occurred at least once a year in New England. The temperature was above freezing; if the roads had been treated, they would only have been wet. Even if they weren’t, most New England drivers would compensate in a reasonable manner.
This is what a “state of emergency” looks like in Charlotte, NC.
I made my way around all of the idiotic drivers to the hotel. There I found out that my reservation had been moved to another AmeriSuites hotel several miles away in Arrowood. When I protested, the lady informed me that the entire city was in a state of emergency. I got in my car and drove south to Arrowood.
The next morning I drove to Belk. I reported in my notes what I found: “Belk did not open until 10:30 on Monday because of ice on the roads. Many people came in later than that. Some key players did not make it in on Monday at all.”
I mused to myself that I should have driven down to Charlotte in a truck filled with salt. I could have made a fortune on the black market.
I accomplished very little on that trip. The only good thing about this trip was that I found a better hotel for future trips.
The first priority in 2003, of course, was to get all of the ads entered into the AdDept database for the season that started in February. The people in the Advertising Business Office tried to run parallel financial closings for February and March. I spent a lot of time creating queries for them/ I worked most closely with Russ Taylor8 and the controllers, Karen Pardue9 and Debbie Morris10.
Eventually this installation included many interfaces with other applications, most of which also running on AS/400s. The implementation of the first interface involved the uploading of quantities for their direct mail and insert pieces. There were several disconcerting entries about it in my notes from the March trip:
I wrote a program for handling the direct mail quantities file, a sample of which I did not receive until Tuesday. It is DN172, which is option 1 on BELKDM.
I wrote instructions for uploading the quantities file and sent them to Steve Kelly, Steve Yeager, and Pat Cagle. Steve Yeager forwarded his copy to Tim Scott.
Tim Scott said that it takes six hours to run the query to produce one file for a month which shows direct mail quantities by store by month. Tim and his two employees cannot use the system while the query is running! As of Friday, there were still no quantities.
Belk must come up with a process for getting the store quantities file to the IFS. They do not have Client Access.
One of the early finance meetings at Belk. The short woman at the far end of the table is Karen Pardue. On her left are Steve Yeager and Steve Kelly. I think that the blonde with the big red mug is Debbie Morris. I don’t recognize the others.
Client Access was an IBM program that provided both terminal emulation and the ability to transfer files from or to a PC client. IFS stands for Integrated File System. Version 4 of the AS/400 operating system provided for storage of several types of files, including PC files, on the system. I cannot imagine a query on the native file system of an AS/400 taking hours. This is what the system does best. I wonder what system Tim Scott’s program was on.
I found nine files that contained lengthy outlines of closing issues that were dated April 15 through 17 of 2003. I evidently spent a week at Belk trying to close to close February and March in AdDept. There were still a lot of open issues on both files for Friday.
In May there are five .prn files (probably output files from queries on some system) that are labeled “Your CoQuery Mabelk”. They appear to have one line per store. I have no recollection about any of them, and the formats do not look familiar.
Denise Podavini.
There are no other files of my notes until 2006. I cannot explain the gap, but there was a huge change in attitude when Denise Podavini11 took over management of the Advertising Business Office in December of that year.
My notes from the visit in December of 2006 are fragmentary, but I also found several documents dated in that month in a folder called “Month End” in the Belk folder. Two of them were FAQs. The first, which was less than a page in length, explained the steps involved in setting up store allocation percentages for each pub in every media. The second, which was a little longer, explained how AdDept approached the challenge of allocating costs to stores. I have posted it here.
The others were specific “game plans” for Belk. One was a nine-page document that outlined the procedures for allocating all advertising costs at Belk. It had five “tracks”: I have posted this impressive document, which includes a few action items, here. The other two dealt with the difficult but critically important (but uncomfortably complex) process of making sure that all of the systems and processes involved were in sync. They have been posted here and here.
I should emphasize two things. 1) The processes described in these documents required that all ads in all media and all expenses and credits be recorded in AdDept. 2) All of the interfaces between AdDept and the other systems must have already been designed, constructed, and at least to some extent tested. Therefore, a great deal of interaction between Belk and TSI must have occurred in the years between 2003 and 2006.
At any rate the pace definitely picked up speed under Denise’s leadership. The January 2007 meeting involved a new project called the Printer-Shipper Report. Vee Hefney12 and Kari Bates13 produced this report in order to indicate to the printers and/or shippers the quantity of copies of each direct mail or insert piece to be produced and delivered. TSI had already delivered AdDept’s version of this report, but on this trip I gathered specs for changes to it, for a method of automating delivery of the information to the advertising records area, and for several related projects.
Special events was usually the last area of an advertising department that I dealt with. The people there managed unique in-store promotions like celebrity appearances and trunk sales by vendors. During the July visit to Belk I met with Leigh Ann Lyle, Rochelle Franklin15, and Bridgett Barbee15, who were involved with this area. Sixteen years later I can summon forth only a dim recollection of these meetings.
I also spent a lot of time with Denise Podavini on this and every other visit. I returned to the office with a fairly long list of requests. By this time we had produced forty-two programming quotations for Belk in addition to those listed in the Design Document and initial proposal. Most of the quotes had been accepted, delivered, billed, and paid for.
The October trip was notable for two things. It was the first mention of the application that someone had developed for managing vendor contracts in Lotus Notes17. Sanjay Singh18, an IT employee, said that he would provide the layout of a file that we could import into AdDept. The other notable item was that the top item on the to-do list was Belk’s fifty-ninth request for custom programming.
My visit in May of 2008 centered on co-op. The fact that I still needed to do setup work in this area five years after the installation puzzled me when I researched it. Perhaps the use of the Lotus Notes program for co-op contracts affected the progress. Although several problems were uncovered, we must have dealt with them. The last line on my update report is “Everyone was very appreciative of the work. They can definitely see the value of this project.”
We did not receive requests like the following every day:
The Lotus Notes database will at some point in the not too distant future be replaced with something. So, they would like the BELKLNI menu to be called BELKCOOPI, and they would like all references to Lotus Notes to be changed to co-op contract database or something like that.
By this time Belk had acquired most of the Parisian (introduced here) stores. TSI had to deal with several problems involving the transition.
I made two trips in June. The first one dealt mostly with issues in the interface with the co-op contract database. I also spent a fair amount of time cleaning up the co-op transactions and reconciling the co-op accrual entry for May. Denise P. and I had to make several changes to the .csv file for the journal entry to be uploaded to Lawson. The last entry in the notes for this trip had very good news.
I ran the actual cost accounting by store for February through May in order to check the results of DACAJOBST. I could not find any problems. In all cases the total media and production costs seem to match and the store breakdowns seemed reasonable.
I came back later in the month to help with the reconciliation of co-op for June. The list of open issues after that visit contained only five items, and three of them were requests for new programming.
The topic for the first visit in September was the merchandise cost accounting system, which required another interface with the sales system. This one was for sales by department by month. It was very challenging to try to reconcile the results of the merchandise allocation program with the results of the program that allocated costs to stores. I don’t think that I ever attempted this at any other installation. Nevertheless, after quite a number of adjustments, I reported that “July matched the store cost accounting in media, production, and co-op.”
The last entry on the Issues page of my notes was short but powerful: “I got the specs for a gigantic use tax/sales tax18 project.” My write-up of the project’s specs can be found here.
I came back the next week to help finish the cost accounting reconciliations and discuss the details of the use tax project. Denise P. needed something to address the immediate problem of calculating the use tax liability in each jurisdiction.
I wrote five queries in ADVQRY for Denise P. so that she could estimate their use tax liability for this season.
BOOKS092 creates a file with all direct mail and insert ads that have printing costs. It must be run first.
BKMED092, BKPOST092, and BKOTH092 calculate the costs for media, postage and other for all the ads in the file created by BOOKS092. The results are stored in files.
BKALL092 ties the four files together to print the report.
I think that this was the first time since the Amtrak rides to Macy’s East back in the eighties that I visited an AdDept client on two consecutive weeks.
The use tax project was installed in January of 2009. It seemed to go pretty well. One issue that was reported exemplifies how complicated this project was.
Request #9519 stated: “At month end, if the ad ran in that month or a previous month, the sales tax amount will be moved to the (liability) account specified on the sub-account. Thus, sales tax will be treated like every other sub-account.” This is not quite correct. They will have one sales tax sub-account, but there are sales tax liability accounts for each store. One store’s account will be associated with the state. The amount should NOT be allocated to stores when the month end program is run. Instead, a store should be specified on the sub-account, and 100% should go to that state.
I also spent more time reconciling the store and departmental cost accounting. At this point they were using both of them extensively.
Of course, they needed to project the cost of use tax when they were planning. The last entry for the visit was this question to Denise B.: “Denise P. needs the projected use tax for her reports. Is that ready? She hopes to have the projected costs by store the first week of February.”
The last file of notes that I have is dated at the end of February, 2009. I am almost positive that I returned to Belk several times after that, but I have no record of any of those trips.
At some point after this Denise P. told me that Belk planned to outsource the buying of newspaper space. I told her that this would have a dire, perhaps even catastrophic, effect on TSI’s financial position because most of their papers subscribed to AxN, and very few of them were used by any other AdDept client. She asked me how much money we would be losing. I told her. I was shocked when she promised to make up the difference. Evidently they expected to save a lot of money—most presumably in payroll—by outsourcing.
I didn’t think of it at the time, but this demonstrated quite a different point of view from when Belk promised to keep all five of its ROP coordinators back in 2003 and gave each of them personalized training in how to use AdDept to schedule newspaper ads.
Life in Charlotte: I happened upon a restaurant that I really liked called Skyland Family Restaurant. It was near one of the major north-south streets, South Blvd., but it was facing a side street. I drove past it once or twice even after I knew where I was going. After I discovered Skyland, I went there at least once on each trip. I am happy to report that it still seemed to be open for business in 2023.
The restaurant was owned by a Greek family. Everything that I ever ordered there was abundant, good, and inexpensive. My favorite was the pork chop meal. They also provided free refills on iced tea.
Several interior walls of the restaurant contained large water-color paintings that depicted unusual things. I am sure that I took some photos with my Canon point-and-shoot camera. However, I could not find them. The photo at the left is from the Internet.
I always ate by myself, and it was never very crowded. I suspect that they did more business at lunch time than in the evening. While waiting for my order I usually read something, usually the latest issue of Acquerello Italiano.
One occasion in 2008 stands out among my memories. A group of men were meeting in the back room, which was to the left of the area visible in the above photo. They were discussing in a serious and energetic manner what they could do to help Congressman Ron Paul of Kentucky win the Republican nomination for president. I had heard of Ron Paul, of course, but I did not take him seriously. Subsequently, I came to understand that he was a heroic figure to many Libertarians.
I went to several other restaurants. I have no complaints about any of them, but for me the experience at Skyland was both unique and very enjoyable.
After the first trip I always rented a car. I stayed at the AmeriSuites a couple of times and at Hyatt Place—also within walking distance of Belk’s headquarters—at least once. I went for a run almost every evening that I was in Charlotte. On the occasions that I was near Belk’s headquarters I ran around the park-like complex in which Belk was located and along the major road to the southeast of it, West Tyvola.
For most of my later visits the Hampton Inn in Arrowood, a neighborhood about five miles south of Belk, was my base. Even if it had not offered both free breakfasts and Hilton Honors points, I would have preferred it. The rooms were nicer, the service was better, and fairly often they had some free food in the evenings. It only took me ten or fifteen minutes to get to Belk, and there were some good places to eat in the vicinity.
I ran around a business park that was less than a block from the Hampton Inn. It wasn’t as nice an experience as running in a real park, but it sufficed for my purposes.
The only other type of recreation in which I participated was bridge. On one evening I played with Denise’s father20 at the Charlotte Bridge Club. I am pretty sure that it was in 2010 because I remember that I had just become a Live Master. We had a mediocre result. I made a few mistakes.
He told me that Denise never had any interest in the game, but he was teaching her daughter how to play. He also mentioned that he knew Simon Kantor, whom I had once played against back in New England.
The Work Environment: The headquarters building was spectacular. The most annoying thing, as I described above, was dealing with security. The parking lot was huge. I usually got there early enough to take one of the slots reserved for visitors, but if they were full, I might need to walk quite a distance from my car to the front door.
It was also a pretty good hike from the advertising area to the cafeteria and the IT area, but I did not need to make those trips more than once per day. The cafeteria was worth the trek. The food was quite good, as was the selection. The prices were quite reasonable.
The Dragon Buffet
Once on nearly every trip Denise P. and I would go out for lunch. I always paid and billed it back to Belk. Her two favorite places were O’Charley’s and a Chinese restaurant called Dragon Buffet.
O’C’s was OK, but DB was my favorite because they allowed diners to serve themselves and take as much as they wanted. I generally had consumed two bowls of Won Ton soup and then some ginger chicken wings. I think that there were also free refills on iced tea.
These were all legitimate business lunches. There was no booze, and Denise and I talked about almost nothing except business. As soon as we had finished eating we returned to the office.
Back in 2003 I cannot say that I had a lot of respect for the people with whom I worked at Belk. However, after Denise P. was brought in, my opinion improved a lot. It may be that she sheltered me from some people who might frustrate me.
One peculiar thing that I remember about the advertising department was the fact that Ellen Horn always had a Golden Retriever in her office. Evidently she was training them to be emotional support dogs.
There also seemed to be a paucity of printers. I remember that on quite a few occasions I walked a considerable distance to pick up a report and then had to wait for someone else’s job to finish. When I was doing reconciliations, I often needed small reports fast. This was frustrating.
The beautiful headquarters building is vacant in 2023.
Epilogue: Belk survived intact longer than almost all of the regional department store chains with whom TSI dealt. However, in 2016, a few years after my last trip to Charlotte, the company had redesigned its headquarters. Because I always thought of Belk’s digs as better than any of the other department stores, this news surprised me. Imagine my shock when I read that in 2021 Belk decided to close this location entirely. Evidently they expect most people to work remotely and some to be stashed away in stores. I don’t understand how this could possibly work. Where, for example, are the computers?
That last decision was not made by the Belk family. In 2015 the company was acquired by Sycamore Partners. For the first time ever it would be run by someone not named Belk. The new CEO was not even a man!
On January 20, 2021, Belk declared bankruptcy, but the next day it emerged with an approved plan. This website claimed that in May of 2023 Belk still had 294 stores. That seems incredible to me. I wonder how many of those are “outlets”.
Greg Case.
1. According to LinkedIn Greg Case still was working for Belk in 2023, as were quite a few of the people whom I could locate on LinkedIn. His profile page is posted here.
5. For the first part of the installation I worked with Steve Yeager a lot. I remember that he said that he was originally from somewhere in Massachusetts. I am not sure how he ended up in Charlotte. I also remember that he had a fancy car of some sort (as opposed to my ten-year-old Saturn). He told me that he liked the way that he looked in it. I found Steve’s LinkedIn page here.
8. I had not encountered anyone like Russ Taylor. Someone once asked him if he had graduated from the University of South Caroling. He answered solemnly, “Yes, I am a cock!” He also used to sneak out every so often for a cigarette break. His LinkedIn page is here.
9. I worked with Karen Pardue on virtually every trip until she moved to another position. Her LinkedIn page is here.
10. Debbie Morris assisted Karen Pardue. In 2008 she assumed management of co-op. Her LinkedIn page is here.
11. TSI had a long and productive relationship with Denise Podavini, who was born and raised in New England. I found her LinkedIn page here. It still lists her as directing the financial aspects of the advertising department, but I wonder if, given the drastic changes at the company, that is still accurate.
12. I remember Vee quite well. I briefly met with her on several trips. Her LinkedIn page is here.
Kari Bates.
13. Kari Bates eventually took over Vee Heffney’s job. Her LinkedIn page is here.
14. Rochelle Franklin’s LinkedIn page can be found here.
Bridgett Barbee.
15. Bridgett Barbee’s LinkedIn page is available here.
16. I was mildly amused to hear at one of the later meetings that the IT people, or more likely employees of an ambitious software vendor, were investigating the feasibility of replicating in Lotus Notes what AdDept did. IBM had purchased Lotus Development Corporation in 1995, primarily to get its hands on Lotus Notes, a product designed to make it easier for workers to collaborate. I had done a little research on that software. I could have told them that they would be crazy to try to use it as a comprehensive multi-user database. They would be sending a boy to do a man’s job. After a few months they came to the same conclusion.
18. According to Denise P., nearly every jurisdiction expected Belk to pay use tax on certain aspects of the cost of creating a direct mail catalog or an insert. The rates and what portion was taxable varied by jurisdiction. It seems incredible to me in retrospect that this had never been an issue in the previous six and a half years of the installation at Belk, and—even more mind-boggling—no other AdDept client had ever mentioned this issue. I have no idea how this could be possible. Almost all of the AdDept clients were in precisely the same business as Belk, and most used direct mail as much as Belk did.
19. I am pretty sure that we quoted and delivered more programming requests for Belk than for any other client. The request numbers were well into three digits when we closed TSI in 2014.
20. I think that Denise P.’s father’s name is David Wroblewski. I searched the American Contract Bridge League roster for players in Charlotte with lots of masterpoints and a Polish name. His was the only one.
Designing our flag and running it up the pole to see if anyone salutes. Continue reading →
By the spring of 2000 Denise Bessette and I had pretty well outlined the steps required to implement TSI’s new Internet product and agreed on the name AxN (pronounced “A cross N”). It was a clearinghouse for insertion orders (reservations for advertising space) sent from advertisers (A) to newspapers (N). It also managed communications from both sides and allowed the newspapers to confirm the orders online. The process that Denise and I employed, including the division of labor, was described here. Details of the system design are posted here.
I should note that neither Denise nor I have a background in marketing. Most of our discussions about this project took place during the period shortly after Doug Pease, or marketing person left TSI. We had not yet replaced him.
The first non-technical question that we faced was how to fund the project. We never really thought about setting aside a pot of money, borrowing from a financial institution, or seeking investors. Instead, all of the coding made use of tools that we already had or were available at minimal cost. We knew that the company would eventually need to spend some money on marketing, but we had no idea how to budget for it in advance.
A critically important aspect was deciding how we would bill for the service. The insertion orders always originated with AdDept programs on the AS/400s used by TSI’s clients. However, for various reasons no more than twenty of them regularly produced insertion orders inside AdDept. We were already charging those companies a monthly fee for TSI’s support of the AS/400’s faxing software. How much more could we charge them? Most of them knew the limitations of faxing, but removing them was not a high priorities for any of them.
In 2022 the Tribune Company owns the Courant. The building that I visited has been abandoned.
On the other hand, the companies that used AdDept ran ads in hundreds of newspapers, and for most of those papers the department stores were by far the biggest purchasers of advertising. It was not unheard of tor some of these companies to spend hundreds of thousands of dollars per month for ads in a single newspaper. In order to assess the situation better I scheduled appointments with executives at the two major papers that were within easy driving distance, the Hartford Courant and the Springfield Union News & Sunday Republican1.
I explained our proposed approach to an executive at each publication.The lady at the Courant was not very enthusiastic about the idea, but she did say that the paper would consider whatever the customers wanted. She emphasized that the newspapers were already paying third-party services in order to receive the ads electronically.
The guy at the Republican was more engaging. He showed me the process of how his employees laid out an issue of the paper. They did not start by placing the stories in a way that would make the paper more attractive at the newsstand. They began by figuring out where the ads from Filene’s2, the May Company’s department store chain that dominated New England, would run. He said that sometimes they did not receive the ads until minutes before press time—or even later. However, they always held the space for every ad that Filene’s had scheduled.
So, both Denise and I concluded that TSI should bill the newspapers for the service and to offer it to the advertisers as an alternative to faxing at the same price, thereby bringing their net costs to zero. The big questions were how much to bill the newspapers and how to frame it. It did not seem right to bill the large newspapers the same amount as the smaller ones. The pricing had to seem both moderate and equitable.
Denise came up with the idea of five or so tiered billing amounts, where the tiers were determined not by a paper’s circulation but by its published column-inch rate. These rates were available in a publication called Standard Rates and Data to which most advertising agencies in those days subscribed. I had seen the huge books lying around at our agency customers. I asked employees at Keiler Advertising if I could have an obsolete copy. They gladly located a fairly recent one and gave it to me. I discovered that the rates3 for newspaper advertising varied wildly. As I remember it, we decided to set the floor value for the top tier of AxN rates at $150. So, any paper that with a standard rate of $150 or more per column inch would be charged $150 per month. Other papers would be charged proportionately less
This proved to be a rather easy concept to explain to the newspaper. Because the advertiser and the newspaper both benefited, the costs would be split between them. The newspaper rates were proportional to the publicly recognized value of the ads in their paper. Our fee was roughly equal to the price of one column inch of advertising space. The size of a full-page ad in a broadsheet newspaper was over 120 column inches. TSI’s fee would be a pittance to newspapers, most of which were still thriving financially in the early twenty-first century. If we could present the system as reducing the number of misunderstandings, the cost for the newspaper could easily be justified if even one free make-good were eliminated every few years.
In 2001 I made two trips to locations of AdDept clients to assess the feasibility of AxN for both the advertisers and the newspapers. The first trip was in January of 2001 to Houston, a city with two large AdDept installations, Stage Stores4 and Foley’s5. I gave fairly detailed demonstrations to the buyers of newspaper space at both locations. I showed the system to Stage Stores first. Here are some of my notes from that trip.
The AxN presentation went pretty well. Becky (Newman), the production manager, made a point to tell me that she was very interested in it. They also gave me a lot of suggestions as to what they needed, especially in the inserts area.
After the demo Becky showed me the AdDirect6 website. It is in many ways similar to ours. They list all of their clients. The only retailers are M&F8, L&T9 (who doesn’t use them), Stage, and Office Depot. The coolest thing about the site is that you can determine which fields are displayed as columns (but not the order of the columns). You can also specify up to three sorting fields. Finally, you can specify a filter to limit the list. Stage would like all of these. They would be less useful to others.
Stage pays AdDirect $10,000 per month. They plan to negotiate the charge down.
… Fort Worth(less) Star Telegram invoice for $500K. Foley’s never indicated that they thought that the papers would be reluctant to pay a little for the IO service. They seemed to think that they would do whatever they told them to do.
Foley’s was under the mistaken impression that all of the other divisions were using AdDirect.
The second trip was to Pittsburgh. I demonstrated the system to the advertising department of Kaufmann’s9, the May Company’s division that was based there. I was able to show the newspaper buyers on their own PCs that very little would be different when they began to use the AxN code that had been added to the AdDept system with which they were familiar. It was really just a matter of flipping a switch for each paper. The system did the rest.
I then signed on to TSI’s AS/400 from one of their PC’s and showed them what orders would look like from their perspective. I showed them in the AxN Handbook for Newspaper Users (posted here) what the orders looked like when the rep signed on with the newspaper’s credentials. They were very impressed.
After explaining how we planned to bill the newspapers, I asked Mary Ann Brown how difficult she thought that it would be to get the newspapers to cooperate. She said, “They’ll do whatever we tell them to do.”
I had appointments the next day with Pittsburgh’s two newspapers, the Post-Gazette and the Tribune Review. At the Trib I met with an IT guy. He found what we were doing very interesting. He verified that all the reps had access to the Internet, and he was quite pleased that our approach did not require him to purchase equipment or reconfigure what he had. The lady who was Kaufmann’s rep at the Post was more stand-offish, but she verified Mary Ann Brown’s assessment of their willingness to cooperate.
My third appointment was at the Cleveland Plain Dealer. I rented a car and drove to Cleveland for an afternoon meeting with Kaufmann’s rep. I soon discovered that we had a common acquaintance. He had just returned from a trip to Albany. He had met there with Fran Lipari, the owner of Communication & Design10, the agency that handled the Key Bank account. The rep was polite, but he was not a bit enthusiastic about the prospect of paying TSI for handling insertion orders.
I rated my success level at the three newspapers as a win, a loss, and a tie. That was not a great result, but we were still in the ball game. We were just at the stage in which we were ready to roll the product out to the first advertiser when something remarkable happened.
In 2001 TSI received a telephone call from someone at Belk11, a department store chain that was (and still is) based in Charlotte, NC. In the next few months I made many trips to Charlotte to discuss with them the use of the AdDept system. Since Belk already owned several AS/400s, the time between their approval of the AdDept contract with the accompanying design document for proposed enhancements and the beginning of the installation period was much shorter than usual. I remember that at one of those early meetings I was explaining how the AS/400 could automatically fax the insertion orders to the newspapers. Someone asked if it was possible to use the Internet to send the orders.
Guinea pigs love to whistle. Be careful; if you pick one up by its tail, its eyes will fall out.
I swear that I did not plant this question, but if I had thought of it ahead of time, I probably would have. I informed them that TSI had indeed developed just such a product, and we were about to roll it out to our existing customers. After I explained how it worked, Belk eagerly agreed to act as TSI’s guinea pig (sorry; I meant to type “Beta Site”) for AxN. This was such an ideal situation that I could scarcely believe it.
How TSI persuaded nearly all of the users of AdDept and hundreds of newspapers to sign up for AxN is explained in Part 2, which is posted here.
1. The name of the paper was changed to Springfield Republican in 2001.
2. Filene’s used AdDept for accounting functions, but only because the May Company insisted. I was never able to persuade the newspaper manager to abandon the elaborate set of spreadsheets that he had developed even though it did not produce insertion orders. The painful story of my attempts to get them to use more of the system have been chronicled here.
3. Most department stores negotiated much lower rates than the published ones. They often had complicated agreements about volume discounts.
4. The “standard rate” was the “open” rate for a black & white ROP ad in a daily edition. It did not include any discounts or premiums. I located a web page that actually included a page in one of the 2005 editions of Standard Rates and Data. It showed the complete rate card for the St. Petersburg Times, which happened to subscribe to AxN. It is on p.3 of the pdf posted here. SRDS, the company that published the physical book, now allows subscribing advertisers and agencies to view the rates on the Internet.
Becky Newman’s LinkedIn photo.
5. TSI’s long relationship with Stage Stores is recounted here. I do not have vivid memories of Becky Newman. Her LinkedIn page is here.
6. Foley’s was one of the earliest users of AdDept. The details have been posted here.
7. I have only a vague recollection of AdDirect. Apparently it was a way of entering ads for insertion orders online one at a time. The orders could be sent to the newspapers. This might be a reasonable approach for an ad agency, but retailers ran the same ad in many markets. Entering these one at a time would be unduly burdensome. If the $10,000 figure is correct, then the AdDept-AxN combination saved Stage a heck of a lot of money over the years.
8. M&F is Meier & Frank, the smallest department store division of the May Company. It was based in Portland, OR. Details of the AdDept installation at M&F have been posted here.
9. L&T refers to Lord & Taylor, the May Company division based in New York. The relationship between L&T and TSI is described here.
10. Much more has been posted about the AdDept installation at Kaufmann’s here.
11. Communication & Design (always “&”, never “and”) was one of the first ad agencies to purchase the GrandAd system. My adventures in installing and supporting that system are described here.
12. The details of TSI’s long and productive relationship with Belk are posted here.
Parisian, based in Birmingham, AL, was a little different from the other divisions of Proffitt’s Inc.1 (later renamed Saks Inc.). Its stores were somewhat upscale, but they seldom went head-to-head with Saks or Neiman Marcus in major markets. Parisian was acquired by Proffitt’s Inc. in 1996, and the corporate headquarters was immediately moved to the beautiful Parisian building at 750 Lakeshore Parkway on the north side of Birmingham. By that time Proffitt’s Marketing Group (PMG) had already decided to implement the AdDept system at all divisions. Therefore, I never made a presentation or demo for Parisian.
I flew to Birmingham and installed the AdDept system in January of 1999. After that day I never laid eyes on the AS/400 or the system console. They were kept in a closet somewhere in the headquarters building. Parisian’s advertising department was located, if memory serves, on the second floor. PMG was on the ground floor. The AdDept users signed on through the network. TSI had nothing to do with the connectivity.
This was a very strange installation. The personnel in the advertising department were not like those that I encountered anywhere else. Aside from the Senior VP, almost everyone else at every level was female. Moreover, every time that I went there, there seemed to be a large number of new people who needed to learn how to use AdDept. Finally, a very high percentage of these women were strikingly good-looking and blonde, and almost all of them dressed much more stylishly than I had seen at any other location, including Saks Fifth Avenue and Neiman Marcus.2 At those two locations the executives and the people who dealt with customers dressed to kill, but those standards were not imposed on clerical workers.
From left: Kimberly Weld, Sally Carter and Cheryl Sides. Josh Hill from PMG is behind them.
I have found quite a few photos of the people at Parisian, and the names of the employees are indicated on some of them. I also have some notes beginning in 1999 that included more names. I have very clear memories of only two people, Cheryl Sides1, who was the official liaison for the AdDept system, and Sally Carter, the manager of the business office. Cheryl was there from the time of the installation up to the demise of the chain. Sally was replaced by Barry Cleavelin in 2001.
For the first year or so the Divisional VP was Alan Seitel5. The Senior VP for most of the period in question was Bob Ferguson, who came over from Younkers6. He was succeeded by Gary Yiatchos7.
Renita Lewis on the left with her back to the camera. Next, in order, are Diane Vogel, Cheryl Side, Kim Wolff, Regaye Fulcher, Annissa Kennedy, Kimberly Weld, Josh Hill, and Angela Dawkins.
David Dollar.
The people: I could hardly believe how many names were recorded in my notes or beside my photographs. I have almost no memories of any of these people. If my notes included a description of their role at the Parisian, I have included it in their entry in this list:
Diane (Vogel) Worthington’s LinkedIn photo.
It seems incredible that I remember nothing about Diane Vogel, who was the Advertising Director at Parisian from 1996 on. I must have had several meetings with her. Her LinkedIn page can be found here.
Kimberly Weld would have won the national title if there had been a Miss ROP Coordinator contest. Her LinkedIn page is here.
David Dollar was the Co-op Coordinator. I seem to remember that he kept a lot of food in his desk.
I think that Dottie Collins might have handled Co-op advertising before David Dollar. Her LinkedIn page is here, but it contains no useful information.
I mostly remember Kim Woolf as the other Kim. She might have been involved with direct mail I found her LinkedIn page here.
Regaye Fulcher sat next to Kim Woolf in one photo. She may have worked with or for her. Her LinkedIn page is posted here
Ginger Brown worked in direct mail.
Colin Mitchell (a woman) was in charge of insertion orders for the newspapers.
Karen Kennedy worked in the production side of direct mail.
In 2000 Kelley Carter was in charge of co-op.
The next year it was taken over by Mollie Donohue. Her LinkedIn page is here.
I met two new people on my last trip to Parisian in 2005. The first was named Justin Walker. I wrote, “Justin Walker, whose title is director of eBusiness, is, I think, the resident techy for the Parisian division.” His LinkedIn page is here.
The other newcomer in 2005 was Luann Carter who came from Proffitt’s I think that she was in charge of trafficking production jobs. Her LinkedIn page is here.
I remember nothing about any of the following people whose name I recorded at some point: Annissa Kennedy, Angela Dawkins, Renita Lewis, and Kelly Denney.
I am completely stumped as to why I do not remember Mollie.
The installation: This was one of TSI’s most frustrating installations. The only difficult thing that they asked for was Bob Ferguson’s calendar. They printed it on a Canon color copier that used Postscript rather than a version of PCL, the Hewlett-Packer language. I said that I would look into it, but I don’t think that we ever even quoted doing it.
This should have been an easy installation, but it wasn’t. They seemed to have difficulty getting even basic programs to work for them. Some of the problems were just bizarre. In 2000 I reported, “CHKFAXSTS doesn’t work on Colin’s Mac. No matter what option you put in, the program interprets it as a 4. This is one of the more bizarre problems that I have encountered.” CHKFAXSTS is an IBM program; no other AdDept user ever had any problem with it.
Renita and Sally.
In April of 2000 I described some of the other difficulties.
Saks Inc. is putting pressure on Sally Carter to use AdDept to do closings. She told Sandy that she doesn’t want to use it because she doesn’t think that it works. We helped her through some problems today with the P.O. accrual program. I should have gone over the closing programs with her in more detail when I was there, but there was just no time. Wednesday I found a bug that threw off the journal entry by $1 million. I fixed it easily, but we looked bad.
This is another face of our usual problem. I have spent an inordinate amount of time at Parisian providing basic 5250 training to people that do not use the system at all and never will. I have also spent a lot of time writing custom programs (mostly their funky advertising schedule) and more than a little time twiddling my thumbs. I have spent no time with Sally to speak of before the last trip. Most of that was spent getting the store allocations to work.
I also reported that in November of 2000 I was asked to train a whole new group of employees in a classroom setting. It did not go well at all:
Barry Cleavelin.
The people in my class on Friday – who seemed reasonably intelligent to me – retained absolutely nothing. Either I am a much worse teacher than I think that I am or people in this type of setting do not think that they are expected to remember anything.
When Barry replaced Sally, I needed to spend several days with him to help him get up to speed on the AdDept processes. During that period we discovered several things that had been handled incorrectly in the past.
Life in Birmingham: I did not hate Birmingham as much as I hated Jackson, MS, the home of McRae’s. Jackson made me feel angry and frustrated. In Birmingham I just felt uncomfortable.
My records indicated that I ate a lot of lunches at Cia’s, which was inside the Parisian building. I have no vivid recollections of any of them
Most evenings I picked up a sandwich at Schlotzsky’s Deli. I remember that I ordered the same thing every time. It might have been a Reuben; that was my most common order at a deli.
I distinctly remember eating at a small Italian restaurant inside a mall. Ordering was done at the counter. I asked for spaghetti and meat sauce. The man at the counter mumbled something that I could not understand. I asked him to say it again. He did, but I still had no idea what he was asking me. I just said, “Yes.” Twenty years later I still have no idea what I agreed to.
At least once Steve VeZain of PMG took me out to his favorite restaurant, Joe’s Crab Shack.
La Quinta.
For most of my visits I stayed in the nearby La Quinta. It seemed to cater mostly to golfers who came to play the courses on the Robert Trent Jones Golf Trail. The thing that I noted the most about them was that many of them wore leather shoes with no socks. I had never seen this before, and it struck me as being both uncomfortable and unsanitary.
After work I usually jogged five or six miles on paths up and down the highway that ran between the hotel and Parisian. It was not the greatest place to run. Not only was it a little dangerous, but the noise was also disturbing. I had to wear my Bose headphones while I listened to operatic music or instructional tape.
The La Quinta had a pool and a small hot tub. Both of them were outdoors. The first time that I stayed I was able to use the hot tub after my run undisturbed. On all subsequent occasions the hot tub was occupied by golfers. On my last visit I gave up on La Quinta and stayed at a Hampton Inn.
I wrote the following on November 9, 2000:
When I was in Portland early in the year I had enough time to change my clothes before taking the red-eye back to the east. I changed in an extremely cramped stall in the men’s room. When I got home I realized that I was missing one of my wing-tips. I must have left it in the stall. I never threw the remaining shoe away because I thought that I might be able to find the missing one somewhere. After a while I forgot about it.
I went to the store to buy a new pair of dress shoes. I did not want another pair of wing-tips, but the only reasonable ones I could find were wing-tips, so that is what I bought.
This morning I was congratulating myself on forgetting nothing more important than a t-shirt to wear running. I started to put on my shoes. Both of them were right shoes. I evidently picked up the extra shoe by mistake.
I had to make an emergency run to Walmart. It was an unpleasant experience, but I managed to find one pair of shoes that are reasonably dressy (i.e., not hiking boots) in my size. They were on sale for $12.97.
They would not take my new American Express card at Walmart for some reason. I have used it twice.
This store in Pensacola was formerly a Parisian.
Epilogue: In August of 2006 Belk8 purchased the Parisian stores. The management of the advertising was immediately moved to Belk’s headquarters in Charlotte, NC. The five northern stores were sold by Belk to Bon Ton. Some southern stores were closed immediately. The signage on the remaining ones was changed to the Belk nameplate in 2007. Three northern stores continued to operate under their original name until 2013.
1. My experiences working with Proffitt’s Inc. and PMG are detailed here.
2. Most of my trips to Parisian were after the holding company had changed its name to Saks Inc. in 1998. My theory is that the women who applied for jobs in that building, which was the corporate headquarters for Saks Inc., thought that they were applying for a job at Saks Fifth Avenue. Thus, many of those attracted might have envisioned a career at the famous luxury store. After they learned about the other divisions and the pedestrian jobs involved in managing retail, they moved on. This is all just speculation, but I know that the guys in PMG spent as much time upstairs as they could.
3. Cheryl’s last name was, according to the designations on the photos, Sides. However, I also found Sipes and Sykes in the notes. I am not sure what Cheryl did at Parisian beside act as liaison with TSI; she definitely was good at that. I searched the Internet using all three last names but found nothing.
4. I found nothing on the Internet about Sally Carter, Barry Cleavelin’s LinkedIn page can be found here.
6. The history of the AdDept installation at Younkers is posted here.
7. I met Gary Yiatchos when I flew to Seattle for the presentation of the AdDept system to the advertising department of the Bon Marché. That adventure is described here.
8. The history of the AdDept installation at Belk is posted here.
