1993-2012 TSI: AdDept Air Travel Adventures

Getting to the clients and returning. Continue reading

I always took the route from our house in Enfield to the airport that Google claimed took 28 minutes. At 5:30 AM I could make it in less than 20.

My routine: I always flew from Bradley International Airport in Windsor Locks, CT, which was usually identified on the departure boards at airports as “Hartford-Springfield” or BDL. We were fortunate in that almost every major airline had a presence at Bradley. The last to arrive was Southwest, which began its service at Bradley in November 1999.

I usually took one of the first flights in the morning, often around 6:00. At first Sue drove me to the airport and picked me up, but this became tiresome for me. I soon elected instead to park at Executive Valet Parking, the only lot that was north of the airport. It was easier on both of us.

The people who worked the early morning shift at Executive came to know me pretty well. The driver was usually an extremely friendly and loquacious guy named Larry. His style was too much for me at that early hour. I mean, it wasn’t even 6:00 yet. I was never in the mood for chitchat. Vacationers probably appreciated his approach more than business travelers.

The lady at the desk knew me well enough that I did not even need to show my frequent-parker card when I checked in. She even knew what I drove.

On every trip I brought exactly one suitcase and one briefcase that was large enough to hold my laptop. For several years my suitcase was a large bright blue fabric one with wheels. It was large enough to hold my pillow. I always had a hard time getting to sleep after a stressful excessively caffeinated day dealing with problems or requests at the client’s office. Having a familiar pillow helped. The suitcase’s bright color also made it easy to spot on the luggage belt, and the design made it light. I only got rid of it when the zipper broke.

When I arrived at the terminal, I checked in at the ticket counter. In the nineties I flew enough that I could use the express lane at Delta or American. Later, of course, the airlines installed kiosks that made the check-in process much easier.

Security was a breeze before 9/11/2001 (described here). Even during the busiest times (early in the morning and around 6 PM), it seldom took more than a minute or two. Since the employees worked (directly or indirectly) for the airlines, they were always courteous and tried to make sure that passengers arrived at their gate expeditiously. After 9/11 it was a good idea to plan for an excruciating period of at least twenty minutes.

In the first few years of my flying days Bradley had two terminals. Terminal B housed American Airlines and a few small carriers that I never used. Later this terminal was demolished and Terminal A was greatly expanded with two long “concourses” that connected to the central area.

In the mornings I usually bought a sausage biscuit with egg sandwich at McDonald’s in the airport. I also purchased a large coffee even though the restaurant at the airport did not participate in the long-standing promotion of “$1 for any size coffee” available at most McD’s in those days. If I was in a hurry I brought the breakfast bag onto the plane.

If I had a lot of time, I would try to find a place to sit near an electric outlet. Most airports were not designed for the electronics age. In the nineties almost no one brought a computer onto an airplane, and cell phones were even rarer. Furthermore most of the devices in those days could not hold a charge for more than a couple of hours. Consequently, as the use of electronics grew, those few seats near electrical outlet were in great demand. I knew the location of most of the outlets at BDL.

An inviolate rule was to use a men’s room in the airport before every flight. The restrooms on airplanes were not pleasant, and waiting in line in the aisle when you had to go was very annoying.

I tried to reserve window seats. I liked to look out and try to identify cities. Of course, no one wanted a middle seat. When I sat on the aisle someone always seemed to hit my elbow. I usually tried to get on the port side. If no one sat in the middle I could stretch out my right leg under the middle seat in front of me.

I always brought my computer, my Bose headphones, my CD player, several magazines, and at least one book. Some flights showed old television shows on a screen; I never watched or got a headset. I played opera music on my CD or the computer while the plane was in flight. I also played music in my hotel room, while I was running, and especially during the periods between flights in noisy airports. On one of my last trips I had been listening to Mozart’s Così fan tutte when it was time to board the plane. I left under my seat in the waiting area the CD player that contained the opera’s third CD. I never got the player back or bought a replacement for the CD.

I almost never slept on the flights out to the client’s location, but I regularly dozed on the return flights even when someone occupied the middle seat. I found the most comfortable position in close quarters was to lean my head against the little pillow that was provided to my seat braced against the window or side of the plane.

I never put anything in the overhead compartments. My briefcase, which had all my electronics and other diversions, was under the seat in front of me. If the plane was crowded, it was sometimes difficult to extract the stuff that I wanted. If I had an overcoat or a jacket, I used it as a lap rug.

I usually took the stairs down to the Baggage Claim area.

Most of the time my return flights landed late, sometimes very later. I tried to get to the baggage area before most of the other passengers in order to occupy a position near the beginning of the belt. I knew which direction all the belts ran. No airline ever failed to deliver my luggage1 on a return trip. Nevertheless, by the time that my bag arrived—no matter how well the trip had gone—I was always angry at everyone and everything. For me air travel for business was inherently stressful.

There were a couple of banks of phones in the baggage area. Each parking lot and hotel had a direct line. I just picked up the phone and read the number on the ticket that I had been given when I checked in at Executive and told them which airline I had been on. Within a few minutes (usually) the shuttle bus would arrive. Executive would almost always have my car warmed up by the time that the bus reached the lot. Executive charged the credit card that I had on file there. The receipt would be on the seat of the car. My drives home were always uneventful.


I recognized quite a few celebrities while I was in airports or on airplanes going to or from AdDept clients. My spottings are documented here.

Weather and other close calls

In the winter I tried to avoid scheduling flights that required stops in Chicago, Detroit, or Minneapolis. Nevertheless, on quite a few occasions I ended up missing my connecting flight back to Hartford. Since my return trips were almost always in the evening, on most occasions there were no other flights that I could take. This was a nuisance, but after a while I came to appreciate that the inconvenience was just part of the aggravation inherent to traveling for business. The airline always found a seat for me on a flight in the morning and put me up at a nearby hotel for the night. I can only remember one bizarre exception. I have described it here.

Once, however, the disruptive weather had subsided in Chicago long before my United flight from Des Moines touched down at O’Hare. Earlier that day the winds in the Windy City had exceeded fifty miles-per-hour, and O’Hare had been closed for a short period. It was about 8:30 PM when my flight effected its landing there, and my next flight was not scheduled to leave until 10:00. So, even though United connections in O’Hare could require very long walks, I was not very worried about arriving at my gate in time to board my flight to Hartford.

Most of my horror stories involved United.

I did not account for what happened next. The plane usually taxied around for a few minutes and then pull into the designated gate. Not this time. The pilot parked it on the tarmac out of the way of the other planes. He then announced that there was no gate available for our flight. He did not explain why; he merely stated that he had been ordered to park where he did. Every few minutes he would make an announcement on the intercom, but fifty minutes elapsed before we finally reached the gate.

My recollection is that I ran from one of the B gates in Terminal 1 to an F gate in Terminal 2.

At that point there was almost no chance that my checked bag would be transported to my connecting flight. That failure had happened to me a few times. The airline just delivered it to my house later in the day. The big question was whether I could make it to the gate before the plane departed. I knew that it would not be easy as soon as I saw that my flight to Hartford was in a different terminal. On the other hand I was in the best shape of my life. Even carrying my quite heaby briefcase I rated that I had a pretty good chance.

I wasn’t as fast as O.J, but I was certainly not about to have a heart attack. They should have just let me board.

In fact, I did reach the gate ten minutes before the scheduled departure time. I was dismayed to see that the door was already closed. I went up to the desk with my ticket to demand that the two female agents let me on the plane. I was, of course, out of breath. One of the ladies told me to calm down. She warned me that I might have a heart attack.

“Don’t be ridiculous,” I assured them. “I am a runner. In a minute or two I won’t even be breathing hard.” This was true.

They refused to open the door. That was bad enough, but they then also refused to authorize me to stay overnight at United’s expense. They claimed that it was weather-related and therefore not the company’s fault.

I explained that my flight had landed on time, but it then parked out on the tarmac for almost an hour because United did not have enough gates. The bad weather had ceased long before this happened. The agents were intractable. I have seldom been so angry. I might have said something inappropriate.

They weren’t abandoned that night.

Fortunately for me, United had plenty of customer service desks in O’Hare, and they stayed open very late. I walked over to one and explained the situation to the clerk. He told me that he did not understand why the ladies would not give me vouchers for a hotel room and breakfast.

I understood the reason very well. They were planning to leave ten minutes early, and they were already packed up. Dealing with me might actually have required them to stay another ten or even fifteen minutes.

The customer service guy issued the vouchers without hesitation. I stayed at a hotel and arrived in Hartford the next morning on the same plane that had my luggage.

Tornado

I cannot remember even one occasion in which weather prevented me from arriving at a client’s office by the scheduled time. The one time that my plane faced really serious weather was when I was flying to Des Moines in the late afternoon. A serious tornado was approaching Des Moines from the southwest at about the same time that my plane was approaching from the east. The plane was forced to land in land in a much smaller airport in Cedar Rapids. Our aircraft and crew were going to spend the night in Cedar Rapids. The flight to Des Moines would resume in the morning. So, the luggage stayed on the plane. There were no flights available to Des Moines on the evening that we arrived.

“Go out the exit. Go south until you hit I-80. Then go west.”

I needed to be at the client’s2 offices at the start of business in the morning. I decided to rent a car and drive to Des Moines. I usually patronized Avis, but Avis had no office in the Cedar Rapids airport. So, I went to the Hertz counter and rented a car. The agent assured me that I could return it at the airport in Des Moines. He also gave me a map and indicated the route. This was Iowa. You can always get from one place to another with only a few turns.

I was not too worried about the tornado. Airplanes cruise at about 30,000 feet. At that altitude a tornado is quite wide. The chances of it engulfing an airplane are good. I was driving at an altitude of five feet or less. The swath of a tornado when it touches down—and many never touch down—is usually not very wide. My chances in the car were much better than ours in the plane.

In fact, I encountered some wind and rain, but not enough to bother me or my vehicle much. I made it to my hotel not much later than I would have if the flight had continued in Des Moines. The problem was that I was wearing shorts, sneakers, and a Bob Dylan tee shirt. I had everything that I needed for work in my briefcase, but all my clothes were still on the airplane in Cedar Rapids.

In the morning I checked the phone book in my hotel room. I discovered a Walmart within a couple of miles of the hotel. I drove there at about 8:00 and purchased a pair of pants and a shirt. They were not exactly elegant, but they would pass for one day. The people would just need to put up with my inappropriate footwear.

The advertising director told me that it would have been fine to come in my tee shirt and shorts, but he was not familiar with the condition of that outfit.

Takeoff or bounce?

The only time that I felt a little frightened on a business trip involved a landing at National Airport in Washington, DC. I had heard that the runways at the airport were shorter3 than those at other major airports, and the pilots did seem to apply the brakes rather hard as soon as they touched the runway. On this one occasion, however, the US Airways pilot did not hit the brakes at all. The plane did not roll on the runway; it bounced. The pilot then immediately placed the aircraft in takeoff mode. The plane cleared the far end of the runway, rose steadily, circled back around, and eventually landed.

The pilot never explained what had happened, and the extra circuit only cost us a few minutes. Maybe we were coming in too “hot’; maybe something was on the runway. Who knows?

Food

Most of my flights occurred before 9/11. The longer flights offered meals in those days; on the shorter ones snacks were served. If the meal had more than one choice, my initial strategy was to take the one that sounded the most appetizing. After several disappointments I reversed course and chose the one that seemed less appetizing. That seemed to work better.

In the morning I ordered tomato juice with ice and black coffee. At other times I chose Diet Cokes (or Pepsi)—with the can if they would let me. I never ordered an alcoholic beverage in coach, but I usually had one Scotch on the rocks if I was in first class and on my way back to Hartford.

If the flight offered only snacks, my choices were—in order—potato chips, peanuts, and Biscoff cookies. I always passed on pretzels and anything that I had never heard of.

I substituted broccoli for the French fries.

I actually liked the food at restaurants at a few airports. I liked the babyback ribs at the Chili’s in Concourse F in Atlanta. The Usinger’s brats at the Milwaukee airport were outstanding. The Italian beef sandwiches in the American Airlines section of O’Hare were delicious. I frequented a Mexican cantina at DFW. The Taco Bell in the Baltimore airport sold beefy burritos for a while.

I found something tolerable at most of the other airports. Chicken wraps of some kind were usually reliable. I avoided fried foods and tried to eat some fruit. I usually enjoyed Chinese food, but I had bad luck with it at airports.

Puddle-jumpers

Most of my flights were at least an hour long, and I usually rode on full-sized jets. I did have a few memorable trips on smaller planes.

I flew on a small plane from Fort Meyers to Naples when I was asked to make a presentation to the Frederick Atkins Group. That flight was uneventful. I also once took the very short flight from Minneapolis to St. Cloud, MN. That flight hardly even seemed to get off of the ground. On subsequent trips to Herberger’s I rented a car in Minneapolis. The short flight was from LA to Fresno provided me with my first view of both LA smog and Bakersfield.

One short trip was momentous, not for me, but for my flying companion, Doug Pease. The Continental flight from Bradley to Newark was pretty choppy. I was gazing out the window the whole time, but out of the corner of my eye I saw Doug reach for the air sickness bag5. After we landed he nonchalantly threw the bag in a trash can. I asked him, “Don’t you want to keep that as a souvenir?”


Miscellaneous: For some strange reason on at least three occasions a woman with a young child waiting to board a flight approached me. Each woman asked if she could entrust the kid to me while she went to the ladies’ room (or maybe to the bar for a quick stiff one). Nothing happened.

On another occasion I sat next to a boy flying alone from Washington. I don’t remember the destination. The weather was terrible when we took off, and we bounced around quite a bit. It dd not seem to bother him at all. He had books and toys with him and was a perfect little gentleman the entire time. I had the impression that he had flown as much as I had.


Once on a trip from Bradley to, if I recall correctly, Chicago I sat in the very last row next to another computer programmer. We both ran small software companies. Although he worked on Macintoshes, and our clients used IBM mini-computers, we discovered that we had experienced similar frustrations in trying to get our businesses off the ground. We were lucky to find a niche market that lasted just long enough.I wonder how his turned out.

I could just imagine the agents at the ticket counter saying, “Oh, God, here’s another one. Put him in the back row with that other geek.”


My trip to Portland OR, on February 21, had several strange features. This is from my notes:

I drove to the airport Sunday evening and discovered that there was no place to park. I went to six parking lots. They were all full. I ended up parking in short-term parking. It costs $20 per day. Although this is outrageous, it will hardly make a dent in the cost of this trip. My plane from Hartford was totally full (most of the passengers appeared to be high school-aged). I assumed that at least some people would miss the plane because they couldn’t find a place to park, but I was wrong. From now on I guess I have to call Executive Valet Parking before I leave. If they don’t have any room, I will just leave my car at 7B and call a cab. It’s bound to be less than $140.

I wonder where all the people parked. Bradley has closed off half of the short-term parking and all of the B lot.

By contrast, the plane to Portland had only about forty or fifty people on it. …

This is a first. The crew on the flight from Cincinnati to Portland also was on the flight from Hartford to Cincinnati. Different plane; different gate; same people.


To get from the airport to the parking lot after a trip I had to call Executive. Someone ordinarily answered on the first ring. One night no one answered the phone. I hung up, waited a few minutes, and called again. The third time that I called it rang ten or fifteen times before a breathless woman answered. She took my information and said that she would be there as soon as she could. About thirty minutes later the bus arrived, and she was driving. She explained that three or four people ordinarily worked the night shift, but the others did not show up that evening. So, she had to answer the phone, go out in the lot to find the cars, drive them to the office area, and then drive the bus to the airport to pick up the customers at three different locations.

Four or five of us were on the bus at the same time. No one gave her any grief. Nothing similar ever happened again. I stuck with Executive, but I imagine that the company lost a few customers that evening.


If I could arrange it, I would work in a visit to my parents on the way to a client. This was often feasible for trips to Texas or California. Direct flights to DFW, Houston, and LA were available from Kansas City’s airport.

Yes, my signature on the back might have been more legible 25 years ago, but …

I arrived at the ticket counter at Bradley for one of those KC trips, and, to my dismay, I could not find my driver’s license. The agent would not give me my ticket without proof that I was the person who had purchased it. They would not accept my many credit cards as proof of identity. In the end they accepted my library card from the Enfield Public Library. They said that it would suffice because it was issued by a government organization. Yes, but it did not have my name on it anywhere! Isn’t the purpose of a piece of identification to show that the name on the card matches the name on the ticket?

Needless to say, I did not object. However, I knew that this acceptance only deferred my day of reckoning for a couple of days. I would certainly need to produce real ID to fly from KC to LA.

Delaying worrying about the problem was a good approach. My driver’s license was actually resting comfortably in my shirt pocket the entire time. I had placed it there that very morning so that I would not need to dig through my wallet to find my license. This was a good example of being “too clever by half.”

Luggage

A different trip that included a stop in Kansas City resulted in the most frantic half hour that I ever spent in an airport. My final destination was Des Moines. Because there were no direct flights to Des Moines from KC, I decided to rent a car in KC and drive to Des Moines. I would arrive sooner than if I flew, and I could set my own schedule. I must have played golf with my dad on that trip. I remember that I had brought my golf clubs with me.

At the end of the training/support/research session in Des Moines I flew back to Hartford on TWA. This meant that I had to stop in St. Louis. By coincidence the flight to St. Louis continued on to Hartford. This was a rare occurrence. I almost always needed to change planes when we reached the hub airport.4

At some point after I boarded the flight to St. Louis I noticed an anomaly on the baggage check that had been stapled to the envelope holding my ticket. Although the destination on the ticket was Hartford, the bags were designated for St. Louis. I pressed the call button for the flight attendant. When she arrived I explained the problem. She conferred with other crew members and then advised me to go to baggage claim in St. Louis (leaving my briefcase on the plan), retrieve my checked luggage, bring them up to the ticket counter, check the bags again, go through security again, walk to the gate, and reboard the plane.

I guess that there was no way to tell them not to unload my luggage.

I did all that, but it was exhausting. I had to drag my suitcase and my golf clubs up the stairs to the ticket counter. Fortunately, I found a short line there, and the trip back through security was not much of an issue before 9/11. I made it to the gate with perhaps five minutes to spare, but I was completely spent. The rest of the trip was blessedly uneventful.


On quite a few flights a crew member attempted to say something humorous over the airplane’s intercom. I only remember one who was really able to pull it off. The flight was on United from Bradley to Chicago. My recollection is that it was in the evening. The head flight attendant was absolutely hilarious. Almost all of the people in the cabin—who usually pay little attention to announcements—were in stitches. I only remember one line. It occurred when she was advising us to fasten our seat belts to prepare for the landing. She began with, “The captain reports that he has found an airport…”


1. On one flight to Pittsburgh, at the time a hub for US Airways. I could not find my big blue bag on the conveyor belt. I went to the agent. She found it for me. She said that it was the only piece of luggage on my flight that was not directed to another flight.

2. The client was Younkers, a chain of department stores based in downtown Des Moines. Much more about the AdDept installation at Younkers is posted here.

3. In fact, the longest runway at National Airport was less than half the length of the runways at the other major airport in the Washington area. It was also much shorter than the runways at Bradley.

4. I can remember only one other time that my flight continued to my final destination after a stop at a hub. It was a Continental flight from Bradley through Cleveland to Houston. I was the only passenger who stayed on the plane, but the crew for the second leg was the same. This was in the days that the airlines served food. The flight attendant apologized to me because the meal on the second leg was the same as she had served me on the flight from Hartford. I ate both meals. I have almost never turned down free food.

5. While I was working at TSI I never got sick on an airplane. However, on our vacation in Tanzania in 2015 I had an absolutely awful experience on the first leg of our journey from Serengeti to Katavi. The tale of woe is told here.

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

The last AdDept client. Continue reading

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

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

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

Aurore Murphy.

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

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


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


The first trip: Here are excerpts from my notes:

Some things are done in a system named Aims. ROP (and maybe something else) is done in Assets. Many things are done on spreadsheets. They use one six-digit system of “ad numbers” for ROP. They use a different system of job numbers for other media. The latter start with a three digit event code. They said that they would not mind changing numbering systems.

The reassignment of stores will take place on a staggered basis over the next nine months. This will be very confusing.

The Home Division does not place any ads. However, they do handle the co-op and production of the pages for home merchandise. They then transfer these transactions to the retail divisions. The people at Macy’s South seemed to think that this is a mistake.

Federated determines their merchandise department numbers. All divisions use the same numbers.

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

Steve Weinbaum.

My second stop was in planning:

Miriam Pechar.

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

It is hard to believe, but they primarily use seven different spreadsheets, one for each GMM. Each ad is on each spreadsheet!

They want output files for all of their reports.

I think that they will work with status P ads. When the plan is approved, the ads will be changed to A and handed over to the appropriate media manager.

They supply data for database marketing. Lots of new fields.

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

Karla Schottle.

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

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

Jeanna Corley.

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

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

They would like a project list for each team. Do we still have a way of specifying the creative/production team for each ad?

They sometimes have swing pages for merchandise, but it does not seem to be necessary to keep track of this in AdDept.

Karen Martin.

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

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

Karen, Annemarie, and Bill.

Here were some of the issues in the newspaper area:

They need to show what markets the ads run in. Their schedules use a mishmash of methods – lists of market groups like Stage’s, checkmarks, and names of individual papers. I think that they might like something like Foley’s schedule.

They would like a method of getting a list of the papers that have actually received the inserts from their printers. Maybe we could give them a checkbox field in AXN so that they could confirm each one when it arrives. Then the unchecked ones could be reminded with the nightly update program.

We may need to do some work to provide them with a change report that is as easy to read as the one that they currently use.

They have a This Year-Last Year report by day that might be a little challenging. We will have to provide them with a substitute for the shading that they use to flag the sections for last year.

They use one ad per page for sections. Is this our recommended method?

They said that they might be interested in entering completed dates for ROP. They said that Foley’s told them that their creative people enter completion dates in ROP.

They have a separate ad number for each version, but they were amenable to using version codes instead.

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

Gretchen Watkins.

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

I am pretty sure that this is Aurore.

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

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

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


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

I had to start the batch subsystem.

We created a pub group with the first four pubs. We then ran the ROP schedule for the one day that Amy had entered.

We created day-of-the-week rates for the Atlanta Journal-Constitution for Thursday, Friday, and Saturday.

I conducted a short query class with Amy and Jeanna.

I created three libraries for them: S_QRY, S_OUTFILE, and S_UPLOAD.

Bernice Bailey16, who works with Cliff, sent me the layouts for the upload to expense payables and to the general ledger.

There are two output queues, MCAP0314 and MCAP0315. They seem to work. However, Amy’s user profile was associated with an output queue in California. James got Fran Ponder from IBM to fix the existing profiles.

They have negotiated with several papers that a limited number of full color full page ads get a special rate. I showed Amy how to set up special rate codes for these, D/xx, S/xx, etc. I also showed the ROP people, but the planning people, whom I have yet to talk with, are the ones who actually do this.

Bernice Bailey sent me a file with the entire hierarchy. I wrote a program to create the five hierarchy file and the department file. They are using descriptions, not people’s names. I also created a 999 entry in all five files for Storewide, which is the default department.

I turned off the feature of change management for positions.

I set up their stores using codes that were identical to their market codes.

I ran contract reports using Macy’s West data, and I showed it to Annemarie and Bill. They thought that the reports would really be useful.

I showed the insertion order process to Annemarie and Bill. I also showed them how to create boilerplate for the special instructions.

I showed the AXN letter to Annemarie and Bill. I told them what we needed from them to get the process going. They were very interested, but it is nearly impossible to get them to commit to anything.

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

Only two user profiles have been created.

Someone needs to change the startup program to restart the S_BATCH and S_INTER subsystems.

They do not have their own job description, but I don’t know whether they actually need one.

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


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

Cliff did not know his password for the AS/400. I reset it for him. I had to do this for one other user as well.

It took a long time, but we finally figured out the ROP accrual for January. They underaccrued by a staggering amount. I put all the ROP discrepancies in ad #052-1. They will probably need to split the items on this ad. I doubt that they will want to take all of this expense in one month.

I had a Vietnam flashback on Tuesday. The PC that I was using suddenly turned into a Mac. Seriously. Evidently the monitor and keyboard were connected to some kind of switching device which was connected to a Mac as well as the PC. If you pressed the right Ctrl key twice, you toggled over to the Mac.

Thursday afternoon was rushed, but I did manage to show Cliff and Amy how to record purchase orders both ways and how to record both media and production invoices. I thought that it would be easy to record the first media invoice from the Cincinnati Enquirer, but the ads for the first week in February had not been checked. So we had to bail out of it.

Jackie Foulds.

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

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

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

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


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

Don Detelj.

I had to give Cliff a new password. He forgot the one that I gave him the last time that I was there. I had to do this for several other people, too.

Amy and I met with Bill and Marie. They have a sour attitude about the whole project. I am not sure why they are so in love with the system that they have. It is not very good.

I created a program DM220RMSX for them based on Foley’s insertion order program. I expanded the headline to 30 characters and made a few other small changes. I ran a sample to show Bill and Marie from the newspaper area. I can’t say that they were very impressed. They do not seem to be able to imagine how this will work.

I gave a class on entering claims. The ladies entered all of the claims for February. I ran one of the programs on SSIMONTH so that they could have a list of what they keyed in. If there is a better program for this, we should put it on the MSABO menu.

We reconciled the accruals for almost all of the papers. There were a lot of mistakes, but the discrepancy was not as large as last month. When Jackie ran the reports, she accidentally ran them from January 30 through February 26. February 26 is in March. Someone also keyed in 255 instead of 225, so they over-accrued in Pittsburgh by $30K. The business office is very eager to use AdDept for accruals.

I need to call Don Detelj18 to find out what he needs to replace the “data dump” from Aims.

Can AdDept generate the next claim number? They want to use the numbers generated by Aims for now, but they would like AdDept to assume this role in the near future.

The IBM people assigned an output queue from Macy’s West to all of the new users from Macy’s South. I talked with James Jordan about this, and he said that he would bring it up with Fran Ponder.

Annemarie is insistent that they get faxing capability for their insertion orders. Aurore says that they are trying to get them to do this. They will have to get a modem and a phone line. This could be a hassle.

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

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


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

Kristal Brown.

New players: Wendy Ellis works in the newspaper area. She will probably be maintaining the newspaper ads once they have been activated. Andrea Harrison also works in the newspaper area. Kristal Brown19 is the planner for the home division. Linda Ashe20 is the planner for storewide, cosmetics, and ready-to-wear.

They want to include Foley’s ads in AdDept for 052 and 061. Since people at Foley’s are available for data entry, I recommended that people from Foley’s key them in. They will set up a series of ad numbers for Foley’s to use. Someone is going to have to translate the ad types, pub codes, and cost codes. There may be other things involved, too.

I was able to sign on to Foley’s with no trouble.

The machine in Raleigh will soon have faxing capability.

The business office did their March accruals in AdDept by themselves without any evident difficulty.

Amy held a class to show people how to sign on to Foley’s and Hecht’s. I don’t agree with the way that she did it, but it would have been overreaching for me to criticize her. I suspect that she does not realize how dangerous that iSeries Navigator is. I would never tell any user about it if I were she.

I set up a menu named MACYREPTS on the Macy’s South, Foley’s, and Hecht’s systems so that they can sign on to the Foley’s system to run reports. It is currently identical to the SRADV menu. I later had to change the one on Macy’s South so that the Foley’s options did not show up.

I told Jackie and Cliff about the reports which I added to the MSABO menu. I had previously e-mailed them about this, but evidently they needed to hear it personally.

I created an output file for Cliff.

I had to reset quite a few passwords.

Cliff’s user ID was set up with the wrong library for the output queue. I fixed it.

I uploaded about 1,000 vendor addresses. There were actually more than this, but they did not have usable vendor ID’s on their records, so I had to program in some guesswork into the program that wrote out the records.

Jackie does not want to use multi-part forms for claims. They want to dump the impact printer. She prefers that we print three copies. The first should have the word “Original” on it somewhere. The second should say “Vendor Copy.” The third should say “Merchant Copy.”

They like the latest version of the newspaper calendar!

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

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

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


Randy Reeves.

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

We started with the ROP people. They now have three coordinators – Bill, Andrea, and April Dunn. Each is in charge of groups of markets. We signed on to the web site. I walked them through setting up their own contact information using the Default Contacts page and claiming their own pubs using the Individual Contacts page. We went through the entire process of ordering ads several times to make sure that everyone had it.

Bill was worried about the Lima, OH, newspaper. I called Eileen at TSI and asked her to call them to make sure that they were with the program.

They told me that they did not want to show costs. I had Eileen suppress costs for advertiser M055. I created a printer file named IO and associated it with M220 and M230 (insertion orders for ROP and inserts, respectively). I had to make some changes in DM220RSX. The pagination did not work right, and it did not show the header comments. I had to make some changes in DM220RSX. The pagination did not work right, and it did not show the header comments. I copied DM230RBTX to DM230RMSX. I made some changes to suppress the costs and to show blank lines of header comments. I also removed the “Authorized by” line.

We ran the insertion orders on Wednesday. They all went to AXN without error. We discovered that there was a problem with the special instructions. I had to add a statement to line 72000 to initialize the SI$ variable each time. This problem was inherited from Foley’s. Faxing is not yet in place.

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

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

I also met with the people from the Business Office.

Cliff and Jackie attended a training class on co-op commitments. The only problem that they saw with the way that we did it was in regards to leased departments.

We talked about how they will enter leased.22 I was given a copy of the roadmap for Leased. It is not that different from the others. They will enter the actual media costs and, for books, the non-home cost from Gretchen. They will enter the marked-up amount as co-op with contra type LD.

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

I showed them how to paginate books. They were extremely discouraged. I tried to convince them that the work that they had done in option 4 (number of pages by merchant) was not wasted, but I am not sure that I succeeded.

I set the default for the GRFLAG to G. I could swear that I did this the last time that I was here. They never enter departments except for co-op.

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


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

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

New players: Brigitte Billingslea23 processes expense invoices in the business office; Deonne (Dee) Wolters also works in the business office; Kristyn Page24 from Foley’s works on multi-cultural ads in the planning area.

We had a meeting to set up a strategy for the soft closing. Cliff, Jackie, Beth, Aurore, Amy, and Randy attended. Most newspaper invoices for June were keyed in. However, no other invoices and no purchase orders were entered. Active ads were created for ads from Foley’s and Hecht’s. We needed to come up with a way of excluding them from all financials.

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

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

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

Mary Wiseman.

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

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

I found three ads that had illegal values for the “Ad Type for Pages.” I fixed these and made sure that there were no others.

I twice scheduled the cost accounting to run in the evening, and I ran the actual version of the roadmap. It seemed OK to me, but there was nothing to compare it with.

For the purpose of catching up on entering expense invoices I recommended that they enter them in batches that were sorted by the month that the items were paid. Their natural inclination is to enter them by the month in which they were expensed. The business office people keyed in production invoices all week.

Cliff wanted a way to be able to see an audit trail of all of his manual journal entries. So, I planned to show him DA201, but I never got around to it.

The TSI user ID’s for both Dee and Brigitte had been set up so that they could not upload invoices. I changed both of them.

Amy told me that they do not exclude discounts when calculating percentage leased charges. I therefore changed that value in the specs. I also took out the default markup. She adds the markup to the percentage. I did not change the setting for co-op calculations. Amy was not in the office on Thursday. She had an emergency with her daughter.

I showed Cliff and Dee (who handles them) how to key in broadcast invoices. [Specific instructions for six tricky steps were listed.] I had to fix all of their existing broadcast invoices: All the DAMEDVD and DATRNSD records were off by 11.11%. I divided the amounts by .9. They pay gross at the market level! I created indirect sub-accounts AGCF5 (television) and AGCF6 (radio) to hold the credit for 10% of the gross. I added the credits to the invoices using DA282. When I fixed the broadcast invoices, it left the transactions out of balance. I needed to fix the OFFST entries.

Amy said that she thought that the process that I wrote up (suggested by Miriam) is too complicated. However, she did not have an alternative.

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


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

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

Amy, Beth, Cliff, and I spent Monday reconciling expenses for June. The newspaper accrual that they submitted included expenses for the last four days of May. This was a mistake. I wrote a query named MAY3DAYS in S_QRY to isolate these expenses for them. They eventually were able to tie it out. The broadcast accrual that I manipulated two weeks ago tied out. The P.O. accruals eventually tied out, too.

Beth got me a file of the invoices paid in June (except for prepaids). I made a database file name MSGL/AP0606 out of it. I then wrote a query named ALLAP in S_QRY to try to match it with invoices in AdDept. I created a second query named APTRNSMO to list the invoices with transaction month of June to try to get these to match up. By comparing the two we were able to find invoices with a posting month of June that were actually paid in earlier months. Amy moved them to the proper months using DA282. There were still unmatched invoices on the list of invoices for June, but they were for jobs in future months.

While we were doing all of this, the people in the business office were working on July.

On Tuesday Amy came in late because she had a flat tire. Beth worked on the ROF for July in the morning and had to leave about noon. We only got a few minutes of her time. I ran the open co-op report. It was much shorter than I expected. I soon learned that none o the co-op commitments for direct mail or preprints had been entered. I ran the Co-op Status by FOB report for June. I was able to match up the ROP pretty well. However, I could not use this to match up the actual co-op because the report from Aims included claims from July.

I created a few purchase orders for accruals that Cliff made in June.

I think they have given up on reconciling AdDept with Aims and the G/L for June and July. They just can’t seem to get the data entry done. However, they must use AdDept in August. That is now the highest priority. They will call me on Friday with their decision about when next I should come to Atlanta.

I explained to Amy how to key in the fax numbers for newspapers that do not subscribe to AXN. Amy asked me for the umpteenth time about faxing, and I gave her the same answer as before. She called IBM in Raleigh. They said that there was no need for a prefix in dialing out. They also said that everything was configured, but I could see no fax jobs running.

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

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

Cliff showed me an invoice upload that did not work. There were no DUNS numbers on the vendor records. I wrote a query named NODUNS in S_QRY to find these for them.

They finally balanced their gross expense for June.

I wrote a process for Cliff to check the expenses in the G/L against AdDept. It consists of a program named RMV40, a command with the same name, and four queries: GLSUM, GLMATCH, GLNOMATCH1, and GLNOMATCH2. The queries are all in S_QRY. I documented the process in the document named GLMATCH, which I will put in the Macy’s South client folder. GLSUM must be run after the program and before the other queries. Later we discovered that the invoice upload process was stripping off starting 0’s and converting to upper case. I wrote a program to replicate this. I ran it after GLSUM.

They had had trouble faxing to Hampton. I added some more delays before the 4, and it seemed to work. Later April got a new fax number from Hampton. The faxing works with the new number. I don’t understand how Hecht’s was able to use the old number.

They had a pep rally at the Ravinia Crown Plaza on Tuesday. No kidding.

They decided that they want to use real PO’s with real vendors for Spring 2007. They will create blanket PO’s for accrual purposes for the fall. Randy said that they want to use 061 actual costs for direct mail for Hecht’s, Foley’s, and Macy’s South. I ran the DM647 to get actual costs for each direct mail book on Hecht’s system and Foley’s system. I ran DM489 for each book in the month for February for Hecht’s to see if that was what he wanted.

I gave a little P.O. class to Amy – DP260 and DP261 – so that she could help the other people learn about P.O.’s. I deleted USEDP271. This was a vestige from Macy’s West.

We discovered on Tuesday that no estimates had been entered for preprints. Then we discovered that all changes to estimates had been entered in Aims rather than AdDept. Evidently the people in that area did not understand that Aims was no longer being used.

I wrote off all open purchase orders. They did not close July in AdDept, so all of the P.O.’s were left over from June or earlier. That meant that somehow we needed to get the P.O. accrual for July into AdDept in order for the cost accounting not to consider 100% of the late invoices as August expense.

I entered the radio, television, direct mail, and insert accruals for July. Cliff decided that he did not want to reaccrue any of these. I therefore entered two zero invoices to write them off in August. I ran the accrual for July. The items showed up. I ran it for August. They were not there. Cliff has been carrying a short-rate accrual for ROP. I entered it as an indirect P.O. that hit the ROP account. He wanted to continue carrying it in August.

I wrote a process for Cliff to check the prepaid invoices in the G/L against AdDept. It consists of a program named RMV40PPD, a command with the same name, and four queries: PPDSUM, PPDMATCH, PPDNO1, and PPDNO2. The queries are all in S_QRY. I documented the process in the document named PPDMATCH, which I will put in the Macy’s South client folder. PPDSUM must be run after the program and before the other queries. Later we discovered that the invoice upload process was stripping off starting 0’s and converting to upper case. I wrote a program to replicate this. I ran it after PPDSUM.

I do not think that the programs to strip zeroes (STRIPGL and STRIPPPD) will be needed in September. The invoice upload will have been changed so that the 0’s do not get stripped off, and they no longer can use lower case.

I created TSIFAXOUTQ in QGPL. I then associate this output queue with TSIFAXPRTF and TSIFAXPRTI in TSIDATAS.

I checked the results of the ROF worksheet (which Cliff said is now obsolete because of management changes) against the accounting. It seemed to balance for everything except for ROP and magazines.

I set the earliest month for co-op accruals to be 062-1. If there were accruals from 061, they are not compatible with the way that we do it. I then ran the report and gave it to Cliff.

They asked me to change the specs so that they could pay any ad, no matter the status.

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

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


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

I put together makeshift processes for them to use to print the detail of their non-media expense by G/L account. I documented both of these processes. Basically they create output files from their accruals. Then they do a query for their actuals. Then they combine the results into one file and query that file.

Their accrued co-op was way off because they had not relieved any commitments for ad load. I showed them how to do this with claims for $0.

I wrote a query S_QRY/ACTVBYFOB for Jackie to get a list of actual co-op by FOB. She will use this until DB522 is fixed. This query creates an output file. I also gave one to Cliff named ACTVBYFOBP that prints. There were some authority problems, but they were both working when I quit.

I wrote a query S_QRY/INDIRECTS to get actual expenses for indirects for a season. They need this for the “Macy’s West Report.” The directs will come from DD #27.

I wrote a query named S_QRY/LINATLBU to provide a backup for the contract status report (DM767). The query S_QRY/INVADJ06 must be run first.

I changed the definition of the FILTER condition in the SLSXFR menu so that the filter program would appear.

Cliff gave me a file of sales by department for a month. A separate tab shows the sales by store for a month. Unfortunately the stores in DASTORE are actually markets. We tried to determine whether there actually is a requirement for either sales by store by month or sales by market by month. Cliff did not think so. Karla does not need the sales by month, but she would definitely like the sales by day. Miriam was not available.

I went over the prerequisites for running the store cost accounting with Amy. Basically she needs to run the BOOKQ query and option 7 on menu DAYEND.

I changed the default printing for DA102 so that the default is to put the printout on hold.

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


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

I had previously provided them with a query to find the amounts to charge their leased departments. They had three problems with it: One department was overcharged for an ad that was only 50% leased. I gave them a query named NOT100LEAS in S_QRY to find these. On two ads the amount that she charged them did not match the query. Cliff thought that the query was wrong, but he was off by one ad when he tried to match up a report with a query.

Cliff uses DB653 to do his journal entries for “accrued co-op.” He “accrues” the difference between season-to-date actuals and season-to-date committed. He and I have a different idea about what accruing means.

I had to increase the record length of DASLSTSI from 30 to 35.

I made a couple of changes to DA168U to make it match the file that Cliff can easily deliver. It also multiplies the amounts by 1,000. I checked individual entries and the totals for the November file that Cliff provided me. Everything seemed to work.

I wrote up instructions on the sales upload process. I e-mailed the instructions to Cliff and Amy.

I met with Gretchen Watkins and the two ladies who work for her in production. I showed them how to create purchase orders using option 26 of WRKADS.

They wanted to split freight between printer freight and mailer freight. I created a new sub-account FRML3 based on FRGT3 and a new cost code 705. They also wanted to split the computer charges to estimate the cost for “tracking and tracing” separately. I created a new sub-account TR&T3 for tracing and tracing based on COMP3. I also created a new cost category 515. I checked a direct mail ad. The new cost categories both showed up in option 28.

They are in the process of installing a new workflow system called Work Horse. Amy wanted to know if we could create a .csv file to feed it. She said that she would have to find out what would be in the file.

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


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

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

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

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

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


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


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

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

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

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

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

6. Miriam Pechar’s LinkedIn page is here.

7. Laurie Stenwall’s LinkedIn page is here.

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

9. Jeanna Corley’s LinkedIn page is here.

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

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

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

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

14. Gretchen Watkins’s LinkedIn page is here.

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

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

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

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

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

20. Linda Ashe’s LinkedIn page is here.

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

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

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

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

25. Mary Wiseman’s LinkedIn page is here.