2001-2006 TSI: Weekly Partners’ Meetings

Agendas for meetings. Continue reading

Between January of 2001 and November of 2006 I met pretty often with Denise Bessette (introduced here), who was by then my partner and VP of Application Development. I found a folder of Microsoft Word files for the agendas that I wrote up for these strategy meetings. Starting in 2003 the meetings became more regular. They occurred on many if not most Wednesdays, the day that I was most likely not to be at a client’s.

We generally ate lunch together at an order-at-the-bar restaurant on the west side of the river. It had picnic tables near a small stream. I can’t remember the name of the place. I took a drive in the area that my memory associated with its location, but I could find no trace of it. I suspect that it closed, and the land was bought by a developer who put it to another use, perhaps condominiums.

The following summaries are mostly in chronological order. Almost every AdDept client is mentioned at some point. Separate blog entries with much more details have been posted for each of them. They can easily be found using the 1948 Project’s master index program, which is available here.

Many items on the agendas are repeated on subsequent agendas. A few of them persist over years. These were issues for which we never found solutions. The most obvious examples were the efforts to find additional uses for AxN that would benefit newspapers and/or advertisers.


By 2001 the nature of and name for AxN1 had been decided. Our focus was on how to roll it out to the AdDept clients and what we could do to make it more attractive both to the advertisers and the newspapers. We also discussed potential support issues and how the new model 170 that TSI had recently purchased could handle the load of handling the traffic from AdDept clients and newspapers. Occasionally we talked about personnel and other business-related matters.


By 2002 the business environment for large department stores had changed dramatically. Before listing the agenda for one of the meetings I wrote, “We need to change our attitude 180 degrees. Previously we had excess demand and were struggling to increase our capacity to meet it. Now we have excess capacity, and our customers are frugal.”

I had used Net.Data2 extensively for AxN. At the time it was the only thing available on the AS/400 that could interact with the database. By 2002, however, IBM was telling people not to use it. However, it was several years before IBM provided an equivalent tool. Java3, which I had studied extensively and had concluded was not suitable for what we wanted to do, was IBM’s solution to everything.

I was surprised to read how uncertain we were about the willingness o AdDept clients to use AxN. The meeting in March mentioned the need for a second installation. Before reading this I was pretty sure that Belk4 was the first, but maybe someone else had used it on a limited basis.


In 2003 Denise and talked a lot about what kind of programming was marketable to our clients. We investigated quite a few products that claimed to make it easier to make native AS/400 programs web-based . We also talked about what features could be added to AxN so that it would be more valuable to advertisers or newspapers. Usually one of the last items on the list was whether we should spend time converting our code from BASIC to RPG or something else.

In May Sue and I took our first vacation in Italy. I wrote a journal about that adventure and posted it here.

The meeting of November 5 was the first mention of Bob Wroblewski, who has been introduced here. The next few agendas mostly consisted of the same items.


In January of 2004 Bob and I flew to California to visit Robinsons-May and Gottschalks. Bob then started enrolling Rob-May’s papers. After that the process of getting newspapers to subscribe to AxN snowballed for several years. At about the same time our long courtship of Dick’s Sporting Goods finally paid off with a contract for AdDept. So, in only two years the outlook for TSI had improved greatly.

In February it occurred to me that there might be one dominant software company for the newspaper business. If we could create an interface with their system, it could advance the AxN project tremendously. However, I later discovered that each paper, if it had anything at all, had developed its own software or paid someone to do it. There was no uniformity. Fortunately I discovered that this was a blind alley before I wasted a lot of time, money, and energy on it.

The agenda for the February 18 meeting made it clear that the AxN project was about to take off. Most of the long-time AdDept users had at least been contacted. Stage Stores was enthusiastic, and they had just acquired another chain named Peebles. Finally, Dick’s Sporting Goods had finally signed the contract to purchase AdDept. To deal with the expected increase in use of the Internet by the newly subscribing newspapers Denise was arranging for installation of a T-1 line from AT&T with the Cox Cable connection as backup.

The March 3 agenda closed with a mention of the NAA, which was the abbreviation for the Newspaper Association of America (changed to News/Media Alliance in 2016). I eventually talked with someone at its headquarters, but I foresaw that it would take a lot of time and effort to build a productive relationship with the organization. It might have been a good project for Doug Pease (introduced here) or Jim Lowe (introduced here), but at that point they were in the rear-view mirror. I never thought that this would have been a good fit for Bob. Besides, he was busy talking to newspapers, or at least soon would be.

It took me a few minutes to decode this entry on the entry for March 24: “Robinsons: Lower price for LANG?” LANG was the Los Angeles Newspaper Group,.5 a company that printed and distributed tabloids in Los Angeles and its suburbs. Advertising for all those papers was managed from one central location. TSI agreed to send them one bill. We treated them like one large paper with several editions.

In April we were waiting for Dick’s to begin the solicitation for AxN before we approached Macy’s West and RadioShack. The April 21 entry contained positive news about Filene’s use of AdDept for accounting, including the monthly closing process. The next week Denise and I discussed the proposed trip to talk with Hecht’s main paper, the Washington Post. I ended up visiting them on May 14. It gave me quite a thrill, but I don’t think that they ever agreed to use AxN. Apparently we also considered a press release about being in business for twenty-five years, but I am pretty sure that we never did it.

The agenda for May 26 poses this question about Filene’s: “Have they made a big mess?” Bon Ton agreed to send letters to its newspapers about AxN.

In June we discussed various methods of emailing claims. I don’t recall that we ever took any action on this. There was ominous news from Federated that they put all quotes on hold. The total number of orders in AxN exceeded 100,000. The June 30 agenda announced that Dick’s was moving into its new building over the subsequent weekend.

The first item on the July 21 agenda was “Denise’s three issues”. I wonder what they were. Item #10C talks about a follow-up meeting with the Washington Post that never happened. The next week’s agenda explained that they did not respond to my email. A second e-mail was sent on August 4. On August 25 (my dad’s eightieth birthday) I called the Director of Advertising Services.

Something distressing was evidently going on at Parisian, but I don’t remember what it was. That disclosure was somewhat offset by the following good news: “RadioShack: 34 active; 39 testing; 22 Macy’s West; 15 L&T; 4 Parisian; 56 other.” RadioShack did one of its four geographic divisions at a time. The last two entries brought up new subjects: “How can we make better use of my time and Lucia’s6?” and “5-year plan”.

The August 4 agenda was the first to mention SQL7. I used SQL for all of the AxN programs, but the AdDept programs mostly created temporary indexed output files that were populated by one program and read by another using IBM’s recommended approach, ISAM (Indexed Sequential Access Method).

Marshall Field’s (introduced here), the last big installation of the May Co. version of the AdDept system, was first mentioned in the agenda for September 8. We were very excited about the meeting scheduled for September 16 at Hecht’s advertising department in Arlington VA. By this time the work for the Peebles installation at Stage Stores was operational enough that we were ready to solicit their newspapers for AxN.

I was serious enough about contacting companies that sold software for ad agencies that I spent $35 to buy the booklet from the AAAA. I questioned whether we should write to each of them to propose an interface with their system and AxN. I don’t remember ever doing so.

The agenda for November 1 mentioned that Field’s used an ad agency for both broadcast and newspaper. My recollection was that they started using AxN almost immediately and dropped Haworth, the agency that bought newspaper space. However, later entries seem to contradict this. The same agenda mentions that TSI was carrying $55,000 in questionable receivables in the last month of its fiscal year.

I never had to make an onsite visit to our AxN client in Guam.

The November 10 agenda mentioned that—after months of foot-dragging—Federated Systems Group was finally going to “cut over” to their new AS/400 system. During this period we were worried about providing support for AxN for Macy’s West’s newspapers in Hawaii and Guam. This was needless. The papers subscribed for years without any problems. This was also the last agenda that included a mention of a press release about TSI’s twenty-fifth anniversary.


A major issue early in the year was how to handle the process for installing changes that Dick’s had forced upon us. There were other issues, too. The first agenda of the year ends with the question: “How can we get this installation on the right track?”

Two minor enhancements to AxN for the advertisers had been completed: custom emails and downloading of email addresses. However, I had apparently given up on the possibility of interfacing with computer systems used by the newspapers. There was also a process for reconciling the orders on AxN with the schedule on AdDept.

By March 10 we had a big programming backlog because of the large number of difficult jobs for Marshall Field’s. Denise controlled this process. I simply asked, “How can I help?” In the same meeting we discussed for the first time what, if any thing, we should do to forestall Macy’s from replacing AdDept with the system known then known as FedAd that had been developed by Burdines. Our contact at Macy’s West stated that “it did not exist”.

At the March 25 meeting we talked about Macy’s East for the first time in many months. For the April 28 and May 4 meetings there is separate agenda for AxN. For some reason I seemed worried about using it at Foley’s and Stage Stores.

The first item on the regular May 4 agenda was one word: “Lucia”. Lucia was able to handle much more challenging projects than our other administrative employees. The problem was trying to come up with things for her to do. Another issue on the same agenda posed some interesting questions:

We never mastered the trick of Cloud Computing.
  1. How could we set ourselves up to manage systems for our small clients? Bon Ton, Gottschalks, Neiman Marcus
    1. IBM (like Federated)?
    2. TSI
      1. Dedicated high-speed line for each user?
      2. On the net?
        1. Telnet? How would they print? Pdf?
        2. VPN: AS/400 to AS/400?
        3. VPN: PC to AS/400?
      3. High availability?
      4. Disaster recovery?
    3. A third party?

We did not spend a great deal of effort on trying to provide “cloud” computing for our customers. It would have involved a great deal of expense and risk. Just seeing that term “disaster recovery?” item gives me the chills.

Later in May Sue and I took our second Italian vacation with our friends Tom and Patti Corcoran. I wrote a journal again, but this time I had a camera. The results are posted here.

The agenda for June 2 began with the surprising news that Chuck Hansen at Marshall Field’s had asked me to back off on AxN. It also mentioned the agenda for a meeting with Macy’s Marketing on 5/17. It probably intended to say “6/17”. The next agenda, dated July 8, only stated, “Follow up with …” I must have forgotten the name (Robin Creen) of the lady with whom I met at Macy’s Corporate Marketing. There is also a reference to Bloomingdale’s. I suspect that this was in response to information from Tom Caputo, who worked with AdDept at both Lord & Taylor and Saks Fifth Avenue, that Bloomies had never taken the FedAd software out of the box.

The July 11 agenda has some detailed information about a proposed newsletter publicizing how AdDept handled inserts. Some of these enhancements were done for Dick’s.

The August 26 agenda has a new and somewhat mysterious major topic called “AdDept ideas”. The two subtopics are “SpooliT8 ($9K) or other Excel” and “Service Bureau”. I think that SpooliT made .csv files out of spooled output files. It may have had a few other features.

Throughout this period there were references to The Oregonian, the major paper in the Portland area that stopped paying invoices for AxN without canceling and never responded to attempts to find out why.

The agenda for September 14 mentions the long letter that I sent to Robin Creen. Its contents are posted here.

The agenda for October 12 had several tantalizing references. It began by stating that IBM’s VPN9 product, which TSI used for communicating through the Internet, with clients’ AS/400s would be activated on the following Saturday. It also reported that a newsletter had been sent out.

Robin Creen topped the October 24 agenda, but there were no details. The second item referred to renewal of iSeries News, a magazine.that catered to the AS/400 community. It had undergone many name changes, and the content had also evolved. We kept all of the back copies in the shelves that in 2023 are in my office. When we closed down the company (details here), I threw all of them away.

The third item was “SBC Contract”. I don’t remember SBC, but I suspect that it was an IBM Business Partner that had sold more systems than we had or had somehow managed to deal directly with IBM. During this period TSI was not allowed to quote or sell any IBM products. We had to go through a Super-VAR.

The fourth item was “Lucia” with no details. The fifth was “AT&T Global: do we need it?”. I am pretty sure that this product allowed me to get my email when I was on the road. In the days before Wi-Fi I had an AT&T product installed on my laptop that allowed me to use a phone line in my hotel room to sign on to AT&T and look at my email.

We must have received an inquiry from Sport Chalet10 a chain of stores in California that was similar to Dick’s. Until I saw this entry again I had completely forgotten about them. Evidently I wrote them a letter and sent them a newsletter, but nothing came of it.

The last agenda for 2005 was dated December 6. The #1 item was the blitz to get an AdDept system for Macy’s South up and running in time for the season that started at the beginning of February. The second item was an inquiry from Circuit City11. This was another dead end.

The “My disk recovery” entry brought back some really bad memories. I think that I recovered everything on my computer’s hard drive, but it was costly and painful. The best part was that I got an external hard drive12 that made it very easy to back everything up.


There are no entries for 2006 until June. I remember being under extreme pressure to bring the two huge AdDept installations at Macy’s South and Marshal Field’s up to speed. Meanwhile we received the crushing news that Macy’s and the May Co. had merged, and Macy’s would be the dominant player.

The agenda for June 13 began with the word Corum. I am pretty sure that it referred to broadcast buying software. Based on the date it was probably associated with Macy’s South.

That agenda also contained a major item that simply stated “Modernizing and marketing AdDept”. We never did find a feasible way to transform the AdDept screens into something that looked modern. We made more marketing attempts after this, but they did not amount to much. This was the peak period for AxN. More than four hundred papers had subscribed. TSI’s administrative person spent a good deal of time printing and mailing invoices and depositing checks from newspapers.

The agenda for October 11 was startlingly different. It mentioned two AS/400 models, a 170 and a 270. My recollection is that we did development and ran the business on the 170, and the 270 was devoted to AxN. It also mentions recruitment. I am not sure whether that referred to the administrative position or programming. The agendas have gotten shorter and shorter.

This agenda also mentioned the C compiler for the 270. Denise was upset at me for even investigating the possibility of converting TSI’s code to C, which was widely used in the Unix world.

In the agenda for October 18 the scary term “Macy’s North” appeared several times. It referred to the company that was formerly called Marshall Field’s. Evidently the marketing (never called “advertising”) department there had never bought into using AxN for insertion orders. They may have still been using Haworth.

“Maintenance” was often mentioned in the agenda for November 1. We probably never charged as much as we could have for the kind of service that we provided our clients. I was evidently still spending quite a bit of time at Belk.

I was surprised to see Circuit City mentioned again on the agenda for November 8. We must have received another phone call. The term “Foley’s project” also appeared. I am pretty sure that that was the code name for the long and frustrating effort that Denise and I undertook to sell the company.

The last agenda that I have was dated July 10, 2007. It contained only four items:

  1. Trip to Macy’s West
  2. 515
  3. Dick’s quotes
  4. Foley’s

Never even a nibble.

Denise and I continued to meet, but not on a formal basis. By then I had almost given up on selling more AdDept systems. There had been so much consolidation in retail that the number of good prospects for the system had shrunk to almost nothing. Nordstrom and Dillard’s would have looked nice on our client list, but it was hard to think of anyone else that was worth pursuing.

We still did quite a bit of custom programming during the next five or six years, but managing the list of open jobs did not require the juggling act that had characterized the previous decade.

The AxN business decreased for a few reasons. The big stores no longer trusted newspaper ads to bring in customers as they once did. Newspaper readership was way down. Some of the AdDept clients outsourced their buying to agencies or media services. That always meant a drop in the number of papers.

I enjoyed those meetings immensely, and I miss them.


1. The history of the development of AxN is posted here. The system design is outlined here. The description of the process by which it was brought to market begins here.

2. Net.Data was a scripting language written by IBM for the AS/400. It was quite popular, but IBM for some reason decided to drop it in favor of the open source scripting language php, which required implementation of the Zend php engine.

3. Java is an object-oriented language that was developed by people at Sun Microsystems. The company released an open-source version. Java was almost the only thing that IBM talked about at the PartnerWorld convention that Denise and I attended in 2000. It is described here. On the AS/400 applications written in Java required a lot more resources than programs written in the native languages. If run on the same box the Java programs were slower, a lot slower.

4. The history of the AdDept installation at Belk is posted here.

5. In 2016 LANG merged with the Orange County Register and a few other papers. The new organization was called the Southern California Newspaper Group. The third item under the Federated topic was “AxN letter to four divisions”. Since “Bloomingdale’s” was the second item it mus refer to Macy’s East, West, South, and Florida (Burdines).

6. Lucia Hagan was TSI’s administrative person during this period. She was introduced here.

7. SQL stands for Structured Query Language. It was invented by IBM, but the company did not endorse its use on the AS/400 until 2004.

8. SpooliT is still on the market in 2023! Its website is here.

9. VPN stands for Virtual Private Network. The Wikipedia entry is here.

10. Sport Chalet was sold to Vestis Retail Group in 2014 and was liquidated in 2016.

11. The sad story of Circuit City ended with its liquidation in 2009.

12. I still have that hard drive in 2023. However, I recently discovered that I no longer can find the cable that was used to attach it to a computer, and the company that made it was no longer in business.

1995-2009 TSI: AdDept Client: Macy’s West

Department store chain based in San Francisco. Continue reading

I have been putting off the writing of this page for the last few months. Macy’s West was a big and important client, but my memories of most of the people and the projects that we did for them are hazy. To make matters worse, I have found very few notes about the installation and no photos whatsoever.

Macy’s flagship store and Union Square.

Macy’s was acquired by Federated in 1994 shortly after both companies emerged from bankruptcy. TSI had been pitching Macy’s West, the division that was administered in San Francisco, about purchasing an installation of the AdDept system for some time.

I am pretty sure that the original inquiry from Macy’s West came from Gary Beberman, who had been our liaison for the very first AdDept systems at Macy’s East in New York City (described here) and who had also consulted on the installation at Neiman Marcus (described here). He and his wife, who also worked at Macy’s, had moved to the Bay Area, and Gary had taken a job at Macy’s West. The advertising department was looking for a system, and Gary recommended that AdDept be considered. He told them what we had accomplished in Manhattan and probably also mentioned things that could have been done but weren’t.

I vaguely remember doing a demo in San Francisco, and I think that Doug Pease might have come with me. I have a vague recollection that someone from the I. Magnin stores, by then managed by Macy’s West, was in attendance. It may very well be that the Macy’s West advertising department was able to use an AS/400 that had formerly been used (probably for accounting) by I. Magnin.

In the first few years most of our dealings were with Gary. I did quite a bit of consulting on my trips to San Francisco, but he did most of the training of the users in San Francisco. Since they used hardware they already owned, we were not involved in quite a few aspects of the installation that we often were.

That arrangement was positive in that it allowed me and the rest of the people at TSI to spend more time on more productive activities. The down side, however, was that none of us at TSI had a good feel for how well the installation was going. Macy’s West seldom called for support and used AdDept for fifteen years. Our association stopped only when the corporate bigwigs brought all of the administrative functions to the Big Apple.


My visits to Macy’s: I made a half dozen or so trips to Macy’s West over the years. I flew to San Francisco on whatever airline had the best rates at the time. It might have been United, Delta, or American. The flight back was always on a red-eye.

The advertising department at Macy’s was located in a building that was a few blocks from the huge store in Union Square. It might have been on Fremont St. I stayed at a Holiday Inn that was on either Mission St. or Market St. I don’t think that the hotel is still there. It may have been sold to another chain.

I did not rent a car; I took BART from and to the airport, and I walked from the hotel to Macy’s headquarters. I may have taken a taxi once or twice. I only remember one meal that I ate in San Francisco. Gary Beberman and I walked to one of his favorite restaurants that was, I think, in Chinatown. I remember no further details. My meals on other occasions were probably grabbed in passing from fast food places.

I am pretty sure that on one occasion I took the cable car from the turnaround on Powell Street up to the top of the hill. I did not visit the Cable Car Museum. It was in my price range. So, either I did not know about it, or I might have been pressed for time.

The people: I only have notes and memories of two people whom I worked with in the first twelve or thirteen years. Emily White was the Senior VP of the advertising department from May 1996 to October 1998. Doug knew her from their time together at G. Fox in Hartford. I later worked more closely with her at Meier & Frank in Portland.

Around the turn of the century there was a major upheaval in the department. This is what I wrote in 2000:

They have recently undergone wholesale personnel changes. We have done a lot of work for them designing interfaces. We have designed very few reports. They must use a number of queries to create reports. The original training was done by Gary Beberman, who lives in San Francisco, and was our first liaison at Macy’s East.

I do not have a good feel for what they are doing at Macy’s West. I imagine that they could benefit a great deal from a few days of our time.

Dan Stackhouse was our liaison in later years. He was in charge of the local network used in the department. He did not really know much about either the AS/400 or the AdDept system, but he was able to gather specs for new projects for us and address connectivity issues.

I remember that Dan was fired by Macy’s, and he sued them over this action. He asked me to submit an affidavit explaining our relationship. I did what he asked, but I doubt that it helped his cause much. I searched the Internet for references to his lawsuit. I did not find much.


AxN: Because of Gary’s close involvement with the project, almost all of the work that we did for Macy’s West was in the establishment of interfaces with their corporate accounting systems. We customized very few reports for them.

One very unusual project was the coding and installation a menu that could be used by people in the merchandise departments to look at information about their ads. They set up user IDs for each department or group that were restricted to the programs and queries available from this menu.

The only other project that I remember in much detail was involved with AxN, TSI’s system for sending and managing insertion orders for newspaper advertising space. Unlike Macy’s East1, the people in San Francisco were very enthusiastic about delivering insertion orders via the Internet.

TSI’s initial contact with the newspapers that would hopefully be subscribing to the service was a letter written by me and signed by someone at the advertising department. I remember vividly that the woman whom we asked to sign it had no additions or changes to the letter, and she definitely wanted us to send it. However, she did not want to take the time to sign the letters herself. She said, “You can just sign them.” So, for the first and only time in my career I added the role of forger to the long list of activities that I did for the company.

The AxN installation at Macy’s West provided TSI with a few far-flung clients. Macy’s purchased Liberty House, the chain of department stores and resort-wear stores based in Hawaii, in 2001. One of those stores was in Guam, and the Pacific Daily News subscribed for several years.

The last trip: My last trip to Macy’s West was for two days at the end of July 2007. I learned that Sheila Field was the Senior VP of marketing. She had in fact been there for several years and before that at Foley’s in Houston, where I spent a lot of time in the mid-nineties. I never had met her, and she was also not available on this occasion. I did meet with many other people. I did not do a great job of learning names. Here is the unedited list from my notes:

Sheila Field.

Sheila Field2 is the Senior VP. She is from Foley’s. I almost certainly know her, but I did not get to see her on this trip. Kedar Stanbury3 is in finance, which means planning at Macy’s West. So is Von Jones4. Their boss is Chuck Allen5. The business office manager is Gary Veran6. His assistant is Diane _______. Laurie Hamilton7 is the print media director. Jennifer Hung8, Kelly ____, and Terry _____ work for Laurie.

They reported quite a few anomalies that they had been living with. I made it clear that they should report these to TSI. We always fixed things promptly. They gave me a list of areas that they were interested in using AdDept for:

  1. Contracts.
  2. Work group limitations for purchase orders. Does this even work? They want to make sure that the direct mail people create nothing but direct mail purchase orders. Do we have a way to do this?
  3. Components.
  4. Foley’s effectiveness (advertising productivity) reports.
  5. Expense invoice upload.
  6. Co-op upload.
  7. Month end:
    1. Media accruals.
    2. Non-media accruals.
    3. Prepaid to expense.
    4. Prepaid reconciliation.
  8. Run lists.
  9. Stage’s Internet ads.

The plan was for me to return in “a few weeks”. I cannot overstate how psyched they were for using AdDept more productively. My notes stated that I thought that they would approve whatever programming was needed for every item on the list.

Alas, the plan never was carried out. In February of 2009 management of all advertising for all Macy’s divisions was consolidated in New York. Within a few years none of the people mentioned above were still working for Macy’s. I don’t think that any of them made the transition to New York.

This consolidation was a major blow to TSI. I knew that there was little or no chance of persuading the consolidated Macy’s to use AdDept. Macy’s West was a big client for both AdDept and AxN.


1. For some reason Macy’s East never used AdDept for insertion orders. They did not even use it to print copies. Instead they called each paper and described each ad that they wanted to run to the newspaper’s rep. It baffled me that they could not appreciate how much faster and easier it would be to use AdDept, which had all of the information on the order, to send orders to all papers at once. Everyone who used AxN—both newspapers and advertising departments—were very happy with it.

2. Sheila Field’s LinkedIn page can be found here.

3. Kedar Stanbury’s LinkedIn page is here.

4. Von Jones’s LinkedIn page is here.

5. Chuck Allen’s page is here.

6. Gary Veran’s LinkedIn page is here.

7. Laurie Hamilton’s LinkedIn page is here.

8. Jennifer Hung’s LinkedIn page is here.

2002-2014 TSI: AdDept Client: Belk

A study in Charlotte. Continue reading

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.

2. Jennifer Lennon’s LinkedIn page is here.

3. Bob Alexander’s LinkedIn page can be viewed here.

4. Steve Kelly’s LinkedIn page is here.

Steve Yeager.

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.

6. Tim Scott’s LinkedIn page is here.

7. Pat Cagle’s LinkedIn page can be viewed 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.

Sanjay Singh.

17. Sanjay Singh’s LinkedIn page is here.

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.

1996-2006 TSI: AdDept Clients: May Company

As soon as the AdDept system at Macy’s in New York (described here) was running reasonably well, the May Department Stores Company became the most attractive marketing target for the system. The largest advertiser (at least in newspapers) in central … Continue reading

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

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

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

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

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

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

Filene’s store in Boston.

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

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


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

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

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

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

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

May D&F store in Denver.

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

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

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


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

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

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

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

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

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

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

My hotel room in St. Louis is absurd. It is a huge suite. I located a microwave and refrigerator inside what looked like a chest of some kind. For some reason it is much easier to find these two features in places where it is impossible to buy food (because I am downtown). The bathroom is right by the door, about a quarter mile from the bed. There are two TV sets, but no Jacuzzi, at least not in the room. The thermostat is out of whack. You have to set it to nearly 80 to keep the room from being frigid. I fear that they may not offer free breakfast here. They did not mention anything when I checked in.

It is supposed to rain all day here. There may even be thunderstorms. I was too lazy to run on Sunday. I will probably regret it today.

I hope that the May Co. has a comfortable nap room. I have become quite accustomed to the two-hour post-breakfast naps.

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

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

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

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

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

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

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

Don’t take the bridge across the river.

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


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


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

2. The Hecht’s installation is described here.

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

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

5. The Lord & Taylor installation is described here.

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

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

1993-2014 TSI: AdDept Client: Lord & Taylor

Quasi-independent department store division of the May Co. Continue reading

TSI enjoyed a good relationship for nearly all of the two decades in which the chain of department stores known as Lord and Taylor used AdDept to manage its advertising department. The headquarters was in one of the upper floors of the flagship stores on Fifth Avenue in Manhattan.

L&T’s Fifth Avenue store.

I don’t remember the details leading to the contract back in December of 1993. I am not sure that we even did a demo for them at the IBM office. L&T may well have been the first sale for TSI’s marketing director, Doug Pease (introduced here).

We had two very important things going for us. The Senior VP of Advertising at L&T was Howard Adler, who had seen what we could do at Macy’s East, the first AdDept installation (described here). Moreover, L&T was owned by the May Company, and two other May Company divisions had been using AdDept successfully for a few years.

In the April 1994 issue if the newsletter, Sound Bytes, TSI announced the fact that L&T had purchased the AdDept system and an AS/4001 on which to run it:

Lord & Taylor, the third May Co. division to use the AdDept system, is currently in the process of finalizing the specifications for its system. Their system will reside in the company’s Manhattan headquarters. All areas of the department will be connected through a PC network.

Although L&T was definitely owned by the May Company, it did not play by the same rules enforced on the other department store divisions. L&T’s advertising department was not required to produce the same monthly reports that bedeviled the other divisions. Its merchandise was different—I actually saw elbow-length gloves for ladies for sale there. It was much more autonomous in many ways.

The flagship store was more elegant than that of any of the other May Company stores. The nearest men’s room to the advertising department was between elevators on a selling floors. It was by far the most spacious, sparkling, and elegant restroom that I encountered at any office, department store, or anywhere else.

I always took Amtrak to Penn Station when I visited L&T. I usually walked to the store on Fifth Avenue unless the weather was really foul, in which case I stood in line at the taxi stand on 34th St. to get the next available cab.

I entered L&T through the employee entrance, which I think was on 38th St., and descended stairs to the security area. Someone would come down to escort me to the advertising department, which was on one of the upper floors. When I left in the evening, I had to get a note from someone verifying that the laptop in my briefcase belonged to me and had not been purloined from L&T.

An amusing set of incidents in Penn Station that occurred on one of my last visits to L&T in 2007 has been recounted here.


Lord & Taylor used direct mail more than regional department stores. Notes that I compiled in 2000 state:

A very large number of reports were done for them. Unfortunately they are almost all too involved to be used by anyone else. They are the only client that uses AdDept to keep track of bill inserts – the little things included in the monthly statements.

They set up production schedules for direct mail. At one time they used AdDept for estimating direct mail, but they abandoned it. They have job jacket programs for both ROP and direct mail.

L&T also did more magazine advertising than the other divisions. AdDept did not seem to help much in that area.

We developed as part of the original design document an elaborate system for them of managing their magazine advertising (“The Projection Book”) and comparing it with competitors’, but they do not use it.


I think that this was the Greek feast. Norm is at the lower left. The guy sitting between two women with his tie in his shirt is Charles. Behind him is Chris.

I vaguely recall that at the very beginning the liaison between TSI and L&T was Norm Vlahos2. I have only a couple of distinct memories about him. The first is that whoever chose him for that role also assigned him and another fellow to act as “security officers” for the AS/400. Norm thought that they should be issued badges or at least arm bands to designate their authority. I also remember that Norm was responsible for ordering the food for the Greek-themed feast in which most of the department participated during one of my visits.

This is Charles’s old office. From left: Jennifer, Denise, Jennifer’s reflection, Ali’s reflection, Denise’s reflection, Bob’s reflection, my reflection (flash).

The other person whom I remember from those early days was named Charles. I am pretty sure that he was the finance director of the advertising department. Charles had a very unusual office. One of the walls was a gigantic mirror. I am not sure what its function was, but it made me very uneasy when I was required to sit in there to talk with him.

Same room; different feast. Tom is in the foreground to the left. The bald spot belongs to Howard.

I later learned that Charles owned a string of karate (or something similar) studios in New Jersey. Maybe he used the mirror when he practiced his moves.

Charles ordered the food from the 2nd Ave Deli for the luncheon with a Jewish theme that the department held on one of my visits. It was the best deli food that I ever tasted.

Tom had an office.

After the initial period in which the tables and historical data were into AdDept and the users had become somewhat familiar with the system, Tom Caputo3 was assigned primary responsibility for the AdDept installation. This was a big break for TSI because we got to deal with a person who had both the authority and the expertise to make good decisions about prioritizing what the system should be used for. He made our lives much easier because we seldom needed to deal directly with the users. He was good at finding out exactly what they wanted or needed and conveying the information clearly to us. Over the years he sent us a very large number of custom programming requests—so many that he asked us to combine the billing for the $75 quote fees onto one monthly bill. We were happy to do that.

Tom worked with us at L&T until 2001. He then took a job at Saks Fifth Avenue, where we again had the pleasure of working with him.

Chris only had a cubicle.

After a while L&T provided Tom with an assistant, Chris Pease4, who was employed by L&T from 1996 through 2001. We often worked closely with Chris as well.

I have a lot of very vivid memories of Tom and Chris. I remember almost nothing about the innumerable small projects that we discussed. However I distinctly remember one episode. You can see from the photos that nearly all the men in the advertising department wore suits, white shirts, and ties. One morning Tom spilled coffee or something on his shirt. He dispatched Chris down to the men’s wear department to buy a substitute for him. I was pretty impressed.

Somehow, my visits to L&T became associated with big departmental lunches in the advertising department. Trust me; no one was celebrating my presence or the wonderfulness of the code and support that TSI provided. It was just that I showed up every two or three months, and that also was deemed a reasonable interval between departmental lunches.

There was always a theme for the lunch and an employee in charge of the choice of menu and restaurant. In addition to the Greek lunch ordered by Norm and the Jewish one managed by Charles, I seem to remember an Italian pranzo and a Mexican fiesta. There may have been more. I don’t remember too many specifics, but the meals were all both authentic and delicious.

I have no idea who these guys are. Tom asked them if they were hungry and then told them to dig in.

If no departmental lunch was scheduled, Tom nearly always took Chris and me to a restaurant for lunch. We usually walked to a Chinese restaurant near L&T. On one of the last occasions we ate delicious lamb chops at a chop house. This was really the life.


After Tom and Chris departed, the installation entered a holding pattern. TSI’s primary contact for several years was Esther Roman5. I am pretty sure that she was in charge of the financial area of the advertising department. AdDept was just one of the tools that she used in her job.

Jennifer, Denise, and Ali.

Denise Bessette, Bob Wroblewski (who helped TSI with marketing of AxN to newspapers), and I made a trip to Manhattan in 2004 to meet with the newspaper coordinators, Jennifer Hoke6 and Ali Flack7. The purpose of the trip was to show them how TSI’s new Internet product, AxN (described here), could work for them. The ladies were rather enthusiastic about it, and L&T used the product for quite a few years.


In 2005 Federated Department Stores merged with and took over management of the May Company stores. L&T did not fit into Federated’s plans. Seven stores were sold or rebranded as Macy’s. The rest of the stores, including the flagship store and the headquarters in New York City, were sold to NRDC Equity Partners in 2006. In the following years NRDC also negotiated the purchase of Fortunoff, which was a chain of jewelry stores that was somehow linked with a group of stores that sold outdoor furniture. The intent was to use the L&T staff to manage these stores.

NRDC wanted to keep a separate set of books for the Fortunoff stores. L&T therefore asked TSI to create a separate instance of AdDept on the same AS/400. We figured out a way to do this (some tables and even data files needed to be shared) and installed it in late 2007 so that it could be tested for a couple of months and then used live in 2008.

Our main contact at L&T during this period was Esther. I also dealt with Dan Marrero, who worked for her, in 2007 and 2008. My notes for that period also mention someone named Rachel, but I don’t remember her.

The Fortunoff scheme was a fiasco. In February of 2009 Fortunoff declared bankruptcy after a lackluster holiday season during the Great Recession. NRDC tried to sell the chain, but there were no takers. By May of 2009 all of the Fortunoff stores had been shuttered.

HBC started in the fur trade.

Meanwhile, NRDC had purchased the Hudson Bay Company, the oldest corporation in North America. It decided that the HBC staff could manage the remaining L&T stores from Ontario. The last work that TSI did for L&T was to help with the migration of the programs and data to an AS/400 somewhere in Canada.

This marriage did not work very well either. In 2019 L&T was again sold, this time to Le Tote, a company that rents women’s clothing (!). The flagship store on Fifth Avenue was closed in 2019 along with some of the other stores. The Covid-19 pandemic rendered the recovery of the remaining stores unfeasible. All the remaining stores were closed by the end of 2020.

The Lord and Taylor name remains in 2021, but only as an online retailer. I tried to find out if they still sell those long gloves. There was no search feature on the website, and there was no category that formal gloves would fit in. So, I don’t think so.


Most of my trips to L&T were one-day excursions. I rode an Amtrak train to Penn Station in the morning and caught a northbound train back home in the evening.

The approach to Lincoln Center is breathtaking.

On Thursday, March 6, 2008, however, I stayed overnight at a hotel. When the dates for the trip had been set, I checked to see what was being staged at the Metropolitan Opera that evening. When I discovered that Verdi’s La Traviata, one of my very favorite operas, was on the bill, I resolved to attend. I had seen this opera twice at the Bushnell in Hartford, and I owned a fantastic CD that featured Luciano Pavarotti and Joan Sutherland. I had listened to that recording dozens of times.

After work on the 6th I walked the 1.7 miles from L&T (or maybe the nearby hotel) to Lincoln Center. The theater was nearly full. My seat was near the front but way to the left. I had a terrible view of the stage, but the sound in the theater was so good that the awkward viewpoint did not affect my enjoyment much. I adapted.

The building was, of course, extremely impressive both on the inside and the outside. It was hard to believe that such a huge auditorium had such outstanding acoustics.

The curtain rose on the ballroom scene. I expected for my eye to be drawn to Violetta as the life of the party, but I was wrong. Even after she started singing I was slow to identify the shortest and chubbiest woman on the stage as the legendary lady of the camellias. Ruth Ann Swenson was in excellent voice, but it was impossible to suspend disbelief about her being either an irresistible Parisian courtesan or a woman in the last stages of consumption.

The other two leads, Matthew Polenzani and Dwayne Croft, were fine, but for me the real star was Franco Zeffirelli’s classic production. I especially enjoyed the last act, which employed the Met’s stage elevators and a staircase to transport the Germonds from Violetta’s parlor to her bedroom. Operas are seldom even slightly realistic, but I don’t see how this approach could be topped.

Swenson & Kaufmann.

I discovered when researching this section of the blog that the first few performances of this opera back in the beginning of the season had featured Renée Fleming. That would have been something to see, but, then again, I probably would not have been able to scare up a ticket on short notice. Furthermore, if I had waited a week, I might have been able to see Jonas Kaufmann as Alfredo. I did not know who he was in 2008, but within a few years he became the most revered tenor in the world.

The 2007-2008 season was the last that Ruth Ann Swenson performed at the Met. Peter Gelb did not offer her any more contracts, although he insisted that it was not because of her weight.


1. A detailed description of the AdDept system design can be found here. Unique features of the AS/400 are described here.

Norm.
Tom.

2. Norm’s LinkedIn page can be found here.

Chris.

3. Tom Caputo’s LinkedIn page is here.

4. Chris Pease was not related to Doug Pease, at least not closely. Chris’s LinkedIn page is here.

5. Esther’s LinkedIn page is here.

Jennifer.

6. Jennifer Hoke’s LinkedIn page is here.

7. I could not find a LinkedIn page for Ali Flack. However, there are strong indications that she continued to work for L&T after the management of the chain was turned over to HBC.

8. A detailed description of the AxN system can be found here.