People have often asked me whether I was retired, and, if so, for how long. I have usually told them that I never exactly decided to retire. In 2014, however, TSI’s clients made it clear to me that it was time for me to quit.
That year was definitely a turning point in my own life. I did not rate the events and decisions of the early months of that year as a genuine crisis—unlike the four others that have been detailed in this project. During the previous several years I had seen the trends developing, I had explored every alternative that I could think of, and my financial position was good, at least in comparison with its state before the late nineties.
By late 2013 Denise Bessette, my partner, had moved from Stafford, CT, to Cape Cod. She was working from home with occasional trips to East Windsor. We could communicate by email, telephone, or through messaging on the AS/400. During this period I was 65 years old; Denise was ten years younger.
The cause: The precipitating event was a letter received in late 2013 from one of our contacts at Dick’s Sporting Goods1, a long-time user of both AdDept and AxN. I cannot find a copy of the letter, but it was basically an announcement that Dick’s had contracted with a media buying service to schedule and purchase its newspaper ads.
Other AdDept users had previously made similar decisions.2 At RadioShack (discussed in detail here) the decision coincided with dropping the use of the AdDept system entirely. The advertising department there used it to place, manage, and pay for advertising in hundreds of papers, but it never used many of the other modules. Nevertheless, one of the employees most closely involved confided to me a few months after the outsourcing that she thought that they might have made a mistake.
A few years later Belk (described here) outsourced its newspaper buying. Unlike RadioShack, Belk by that time was using AdDept for a very large number of tasks besides scheduling and purchasing newspaper ads. Denise Podavini, the financial manager for advertising, never considered dropping AdDept. Moreover, when I explained to her that TSI would be losing a large source of revenue from Belk’s newspapers that had subscribed to AxN3, she voluntarily authorized TSI to increase the maintenance charge to cover the difference. That reaction astounded me.
By 2013 most of TSI’s department store clients had been absorbed by Macy’s, which had then consolidated into one office in New York City. At that point that office was using neither AdDept not AxN. Dick’s outsourcing would have little effect on the income from AdDept. It might actually have given us a custom programming assignment or two. However, it would certainly mean the loss of all the revenue from Dick’s papers that had subscribed to AxN. There were over a hundred of them, and losing them would cost us thousands of dollars every month.
When we received the news from Dick’s my immediate evaluation was that this was the death knell for TSI. Denise was quite surprised at my reaction. We had worked together for thirty years, many of which were quite lean, and she had never seen me give up when the company faced a challenge. She spent a week or two manipulating possible projections on spreadsheets, but she finally came to the same conclusion that I had.
The plan: Denise and I met several times after working hours or out of the office in order to come up with a plan that treated our employees, Jason Dean and Ashley Elliott, our remaining clients, our vendors, and ourselves fairly. We began by making a list of things that we certainly needed to resolve:
A termination date for AxN and support for AdDept.
A plan for the employees.
Taxes and other governmental issues.
Our lease for 7B Pasco Dr.
Letters to AdDept clients.
Notifications to vendors.
Disposition of assets.
We scheduled an appointment with our accountant, Tom Rathbun. As it happened, he was planning to retire. So, our news pretty much coincided with his plans. He provided us with a list of items that we needed to do to assure that we fulfilled our obligations to the government. We decided to terminate AxN and software support for the AdDept product on July 31. That would provide four months to whittle down the accounts receivable and accounts payable for the final closing of the books on November 30, 2014.
The employees: Even before we met with Tom, Denise and I had decided to let the employees work until March 31 or to terminate as of January 31 and receive a four-week severance package. They both took the severance option. Denise had expected both of them to stay, but I was not too surprised when they resigned. I was amenable to either option. The severance option was actually a little better for TSI. We saved money on payroll, and it offered an immediate opportunity to sell more of the office equipment sooner.
We wrote letters of recommendation for both employees. Here is the one that Denise wrote for Jason Dean:
To Whom It May Concern,
TSI Tailored Systems, Inc., is a small company that has provided intricate and extensive software systems to businesses large and small since 1980. Jason Dean joined our staff on October 15, 2007 as a programmer analyst and quickly became an integral member of our programming and support team. In 2010 he was promoted to lead programmer analyst. Jason worked on the development of new systems and the modification of existing systems in free-form RPGLE, SQL, BASIC and CL on IBM midrange business systems. Development was focused on a comprehensive data base system for retail advertising clients. His responsibilities also included program testing and documentation, client support, and a myriad of in-house support tasks.
Jason’s performance on the job has been uniformly excellent. He is well-organized and has extremely high standards for the quality of work produced. You can depend on him to consistently deliver sophisticated applications that meet those standards, and within or well in advance of project deadlines. He quickly and easily comprehends new strategies and technologies. He is an outstanding quality control tester. His methods steadily test both the functionality and logic of the program with robust data sets. His diligence has called out a number of subtle issues during the development cycle. Jason also had the opportunity to train and impart those standards on a new programmer, the results of which were outstanding.
Jason’s ability to handle client support is impressive. He is very adept at posing the necessary questions to extract information required to resolve client issues. He consistently maintains a positive, professional and helpful attitude even when dealing with a difficult caller. He won consistent praise from our clients.
Jason’s termination had nothing to do with his job performance. Business conditions necessitated that we take steps to close the business.
I unhesitatingly and without qualification recommend Jason Dean for any similar position. I would be very happy to talk with any prospective employer about his work at TSI. I can be reached at Denise_Bessette@cox.net or 860 386-0700 (through July 31, 2014) or 508 760-2847 (home).
The letter that I wrote for Ashley was posted here.
The clients: I composed a short letter to the AdDept clients and mailed it on February 28, 2024, at which point I was the only person left in the office. Here is the text:
Denise Bessette and I have worked together for almost three decades. During this time we have taken great pride in our ability to provide first-class software and service to our clients at a reasonable price and first-class treatment of our employees and vendors. We have changed the business radically a few times to respond to various circumstances, but we have never sacrificed our basic principles.
Recent events now necessitate another change, one that we definitely regret. Two factors have made it impossible for us to continue doing business in the way that we have in the past. The first is the consolidation of the retail business. In one case thirteen of our installations collapsed into one and then, ultimately, none. The second is the trend toward outsourcing. The latter has led to the collapse of our Internet insertion-order business, on which we have come to rely. We were already running a very lean operation. There is nothing left to cut.
Therefore, we both feel that we have no choice but to shut down TSI as of July 31, 2014. We will do our best to provide the very best support of the AdDept system’s day-to-day operations through that date and even implement whatever programming changes are required on the same basis that we always have. We are definitely willing to act as consultants to help design a transitional process and to fill whatever other roles you feel are appropriate. If you wish to use AdDept beyond the above date, you are, of course, free to do so, and if you want one of us to provide some kind of support, it may be possible to make arrangements on an individual basis.
We both think that TSI has had a great run. We wish that it could continue forever because we really have enjoyed working with our clients to provide a system that provided them with what they needed to prosper.
Best wishes for the future.
As far as I know, no one asked for help designing a transition process. Some users may well have asked Denise for help. I have occasionally wondered how they coped with the situation.
Hundreds of papers received the orders for ads like these through AdDept and AxN.
After receiving the letter someone from Dick’s called us to assure us that they had not intended to drop the AdDept system. We explained that the problem was not AdDept; it was the imminent loss of revenue from the many newspapers that had subscribed to AxN. Evidently no one at Dick’s had ever considered this ramification.
I have no information about how long any of the companies that were still using AdDept in 2014 continued to use it after July 31.
I did not write to any of the newspapers, but I did stop billing them for the subscriptions to AxN after July 31. I was still receiving checks from a few of them through November. At that point I wrote off everything that was outstanding.
The lease: We had arranged with our landlord, Rene Dupuis (introduced here), to stay in his company’s building until July 31. Because a lot of equipment and furniture remained in the office in the middle of July, I asked Rene if we (i.e., I) could stay one more month. He said that because TSI had been an ideal tenant for such a long time, he was happy to accommodate us. Our section of the building was empty by August 31.
During the last month or two Rene brought one or two people up to TSI’s office to examine the property. I do not remember the name of the company that ended up renting it, but the lease was signed while I was still working there.The company even purchased TSI’s antiquated telephone system for $500.
Tax issues: TSI had been paying sales or use taxes to several jurisdictions. I found a copy of the Letter of Good Standing signed by a machine for Deborah Chandler, the Tax Collection Supervisor of the Compliance Support Unit. It stated that TSI owed the state of Connecticut nothing.
I also found a copy of a letter that I wrote to the state of Mississippi that stated that we had done no business there and that TSI was closing. No one replied to the letter.
I was not able to follow all of the dealings with the IRS, but in June of 2015 I definitely received two checks with income tax refunds for payments that TSI had previously made.
Tom provided me with all of the forms that I needed to file with state and federal agencies. None of them were difficult or time-consuming.
Furniture and equipment. I wore many hats in my time working at TSI. The most ill-fitting was probably the last one: used furniture salesman. I took photos of everything and placed ads on Craig’s List. To my great surprise I rapidly disposed of nearly everything. I probably should have charged more, but we had bought almost all of it second-hand many years earlier.
I found a list of the major items that I sold and their prices:
The desk in my office with one of the phone units.
Item
Price
Conference table
80
Black cabinet
50
Kitchen table, chairs
80
Three cabinets
133
Sales office desk
25
Twelve side chairs
125
Four trash cans
2
Cabinet
40
Black desk
25
Cubicles
100
Denise’s desk
25
Phone system
500
4-drawer cabinet
125
Denise’s desk.
The biggest coup, aside from the sale of the telephone system, was the fact that I was able to get rid of the five-foot high4 dividers that were used to form cubicles. I was thrilled when a man whose wife (or maybe mother) was opening a dance studio in Windsor Locks almost directly across the Connecticut River from TSI’s office in East Windsor offered me $150 for all of the hardware. On a Saturday he drove a pickup towing a very long and flat trailer to the office. He and another fellow came upstairs, disassembled the cubicles, carried the individual sections down the stairs, and strapped them to the trailer. He thought that he got a bargain. I was afraid that I would end up needing to pay someone to take the dividers away.
The total that I received was $1,310, which I split with Denise.
I also remember giving out two very large plants to one of the guys who purchased the trash cans and some other mundane things. He took the plants that Eileen Sheehan-Willett had nursed from near-fatal neglect to monstrosities and put them in his truck. He was thoughtful enough to wait until he was out of sight to throw out the plants and save the pots.
I found the following notes in an Excel spreadsheet called equipment.xls:
The 515 server was sold to Saks Inc. for $2500 on 7/31/14.
The 270 server, color printer, Dell PC, scanner, and backup hub were taken by Mike on 7/31/14. The 270 will be scrapped when the company is closed. It has no market value.
The black & white laser printer was taken by Denise on 7/31/14.
Fax machine and copier were donated to a local church on 7/31/14.
Two dot matrix printers with no market value were donated to the New England Bridge Conference on 8/31/14.
All other equipment was scrapped on or about 7/31/14.
The 270 and 515 were iSeries (i.e., AS/400) models. The 270 and the other equipment were transported to our house at the end of August (not July) in a truck that my wife Sue borrowed from her friend and bridge partner, Jan Bailey.5 The equipment resided in my office for a few months until TSI’s books were closed, and I was pretty sure that I would not need the server. It, the backup hub, a twinax display, and a snake’s nest of cables have rested peacefully in the basement and are still there in 2024. The color printer, which supported two-sided printing, the scanner, and the PC lasted for quite a few years before they were scrapped or recycled somewhere.
A few other things made their way to our house. The kitchen at 7B had a microwave and a small refrigerator. The former is still in use in 2024. The latter was given to David Basch, the grandson of another of Sue’s bridge partners, in exchange for doing the heavy lifting in the move. A small shelf and a floor-to-ceiling bookcase now live in my office at the house in Enfield. A good many smaller items also made the journey back to Enfield.
The largest item that I neither sold nor brought back to Enfield was the Uninterruptible Power Supplu (UPS). The UPS was a large battery with outlets for several power cables. Our AS/400 and a few other devices were attached to it. The UPS could provide enough electricity to last for a few hours.
Power failures are not unknown in Connecticut. Denise and I discussed purchasing a generator, but we could never justify the expense. We only experienced a couple of power failures in the nearly fourteen years that TSI’s headquarters was in East Windsor, and the UPS was sufficient to to get us through them.
The UPS was very heavy. I carried it out to my car and transported it to a nearby dumpster. It was all that I could do to lift it to shoulder height and drop it in.
The one-man show: From February through August I drove into East Windsor every morning. Every evening I drove back to Enfield. When I arrived at work I checked to make sure that all the equipment was working. I encountered absolutely no hardware problems. Once a month I sent out invoices for software support and for AxN subscriptions. I usually ate lunch in the office by myself.
The highlight of the day was when the mail came. If there were any checks, I processed them in our home-grown accounts receivable system and then deposited them in the bank. I was often amazed that newspapers that I was fairly certain were no longer using AxN continued to pay for the service. I attributed this to the fact that so many newspapers had outsourced their processing of accounts payable to an outside service. TSI’s bills seemed to slip through the cracks of the approval process.
I spent most of the rest of my days sitting at the PC. I already had a pretty good command of HTML, JavaScript, php and MySQL. I did a lot of work on the NEBridge.org website, and it was also during this period that I got the idea of maintaining a database of ACBL members who resided in District 25 (New England). Allan Clamage (introduced here), who served as the editor of the website, told me how to download roster files from the ACBL and set it up so that I had the authority to do so. The details of the database are described here.
Don’t ask for Ben 9 and B&N.
The other major project that I worked on was my historical novel about Pope Benedict IX. The story of its genesis and why it was posted on Wavada.org but was never at Barnes & Noble is described in some detail here.
In some ways I wished that I had been a history major and gotten a PhD. Then I probably would have found someone with whom I could discuss my ideas about eleventh-century papal politics. On the other hand, I should remember that I only became interested in the popes in the twenty-first century, and I finished grad school in the seventies. Moreover, my interest in the eleventh century was a byproduct of a rather random introduction to a somewhat obscure ninth-century pope named Formosus.
I did not take a vacation in 2014, but I did go to quite a few bridge tournaments. This was the period when I implemented a system of posting photographs of winners of regional events on NEBridge.org webpages. I called those pages “Winners Boards” because the background that I used looked like boards. I kept that feature up through 2021.
At about the same time I also began sending emails promoting the regional tournaments in New England. At first I composed the emails myself and sent them through my Wavada.org account. When I got blacklisted as a spammer, Bob Bertoni came to my rescue. That harrowing situation was described here.
The regional tournaments in 2014 were the first to include meetings of a committee that was known as “The B’s Needs”. It was initially chaired by Ausra Geaski, the president of the district. I attended every meeting.
The initial purpose of the committee was to recommend ways to make the tournaments more enjoyable for Flight B players, those with too many points to play in the “Gold Rush” events that were limited to less than 750 masterpoints. These people found themselves up against people with many thousands of points and years of experience. It was not generally a pleasant experience.
Over the next few years the committee produced a large number of suggestions for making the tournaments more attractive to B players and to everyone else. Many of them were implemented, and there is very little doubt that they had, for the most part, a profoundly positive effect on the tournaments. I took great pride in what we did as a group and what I personally implemented. This activity provided a purpose to my life at a time when I really needed one. It made me feel that I was using my time and skills to make life more enjoyable for people who shared one of my principal interests. Most of my contributions were cast aside done in the post-Pandemic environment, and it saddens me greatly.
I found some materials about this committee. I have posted Ausra’s minutes of the meetings in Newton, MA, in January (here), Cromwell, CT, in February (here), and Nashua, NH, in September (here). I have also posted here the notes that Allan wrote up about the groups first few ideas.
The version with a possible career in mining was the best.
While I was occupied with closing down TSI Sue had knee-replacement surgery on both legs. Afterwards she spent several days getting rehabilitated at Suffield House. I went to see her every evening. On one evening my friend Tom Corcoran joined us, and we played a game of Careers. Sue had to remind me of this event while I was in the process of writing this entry.
September.through December: For the last three months I ran what was left of TSI from my office at the house. I still received payments from newspapers almost right up to when I closed the books for good at the end of November.
I still had some communications with Tom Rathbun in December of 2014, but after that TSI has been nothing but a source of incredible memories. The process of closing it down was somewhat complicated, but I don’t remember making any serious mistakes.
1. Details of the installations at Dick’s Sporting Goods have been posted here.
2. I am not sure why these companies made the decisions. It is possible that the media buying services claimed that the fact that they represented several large advertisers would give them more clout in negotiating with newspapers. They may also have been able to claim more expertise in choosing between papers in the few markets that had more than one.
3. In theory it would have been possible for TSI to construct an interface that could be used by media buying services. We had written many interfaces to both send and receive records in other modules. However, the information that AxN required from AdDept contained four different types of records: headers for ads, special instructions at the header level, individual ads, and special instructions for individual ads. Could we persuade the buying service to send records in that format? I considered it unlikely in the extreme even if we did not charge them for using the service. Even if they were persuaded, we would have had to devise foolproof ways of dealing with errors in their files. Moreover, the process of fixing errors would need to be very efficient. Time could be of the essence. It appeared to me to be a nightmarish situation.
4. I am pretty sure about the height because I remember being just barely able to kick my right foot up and rest my ankle on the top of one to stretch my quads before running.
5. Jan Bailey, Ginny Basch, and Sue were regular participants in an unsanctioned bridge game that was held on Thursday evenings in Somers.
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.
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.
TSI’s fourth major crisis involved my sister Jamie1. In 1985 Jamie married Joseph Lisella Jr. in Chicago, and they moved to Simsbury, CT. Jamie already had two daughters, Cadie (eight years old) and Kelly (a couple of years younger) from her first marriage. The Lisellas had three children: Gina was born in 1988, Anne in 1989, and Joey (Joseph III) in 1991. My relationship with the Lisella family is described here.
This is the only photo I could find of Jamie from the nineties.
Jamie’s LinkedIn page indicates that she worked at TSI from 1993 to 1999. My recollection of those years is spotty2, and TSI’s records from those days are not at hand. So, I have tried to construct a timeline to goad my memory. In 1993 Joey was only two years old. I seriously doubt that Jamie spent many hours per week working for us before September of 1996, when Joey entered the first grade. I honestly do not remember too much about what her role was before that time, and Sue could not remember either.
To tell the truth, this is rather embarrassing. I have never tried to spend time envisioning what other people’s lives were like. Before I started researching this entry it never occurred to me that it was awfully strange for Jamie to be working while she had three children who were that young. I don’t remember her ever talking about baby sitters, but we did not actually communicate much.
In fact, neither Sue nor I could even remember hiring Jamie. There was no interview or anything like that. I seem to remember that she started by coming in to the office to help with the cleaning3.I had little or no interaction with Jamie at work for those first few years.
Doug, Harry, Denise, and a little bit of Sandy.
The three year period of 1996-1999 was the busiest that TSI ever experienced. Denise Bessette, whom I had made a principal and named Vice President of Product Development (as described here), and Harry Burt did the bulk of the programming. Steve Shaw was also working with us for part of that time as a programmer. Sandy Sant’Angelo’s role was to answer the support line, document problems or questions, and direct them to the best person to handle them. She also did a little programming. All of these people are described here.
I spent a great deal of time working on the Y2K issue. I also flew around the country doing demos for prospects and gathering information for specifications from them. I also wrote up the very detailed proposals that we presented to prospects, installed all the new systems, and did almost all the training.
Denise also handled the payroll. I think that we had already started using Paychex during this period.
Doug Pease was in charge of marketing, which, in that period mostly entailed making sure that warm prospects stayed warm, and, once they committed, assuring that all the correct hardware was ordered and installed. He also accompanied me on the sales trips that culminated in demos.
Linda Fieldhouse had been hired to do the books and to help with sales and marketing. I am not sure when she left TSI, but it must have been at that point that Jamie assumed some or all of Linda’s responsibilities. As I mentioned, I am not sure what Jamie had previously been doing. She might have been “helping Sue get organized”. A lot of people auditioned for that difficult role over the years.
In 1999 Jamie was definitely handling accounts payable, billing (including breaking down the long-distance phone charges), posting cash, and closing the books at the end of the month. Most of these had been automated for years, and none was difficult or time-consuming. She also booked the travel arrangements either directly or through our travel agent. We were looking for new office space in 1999, and she spent time on that as well. Her other responsibility was to answer the main phone line, which was used by vendors and prospects as well as the people from the marketing group at Saks Inc.
I often felt like this guy, but I never wore a red tie.
A remarkable thing happened in early 1999. TSI was getting overwhelmed with programming requests. This problem could not be solved by simply hiring more people.4 I had ample experience with trying to address the problem of too much work. For the first six months (at least) each new programmer was counterproductive. More time was spent in training, checking, and correcting. There was no pool of “plug and play” workers who could be inserted into to a project. At least I did not know of one. We could not raid our competitors. We were the only company designing and selling administrative systems for large retail advertising departments.
We took two steps to address the problem.
I had to tell Doug not to try to sell any more systems. He could market hardware and the like, but the programmers could not take on any more tasks for at least the rest of the year. He took the imminently sensible step of resigning to seek another position. Much more about Doug’s career at TSI can be found here.
Despite the risk, we also decided to try to hire another programmer. We approached Josh Hill5 from Saks Inc. He was an intelligent guy. Josh did not know how to program in BASIC, but he did know as much about how our customers used the AdDept system as anyone did. I have always thought that it was easier to teach someone programming than to teach the intricacies of administering retail advertising.
Josh Hill.
We arranged for Josh to fly up to Connecticut one weekend in July. He spent a day or two with Denise, who previously did not know him very well. Denise had him take a programming aptitude test. He did not do very well. Denise took the test herself and scored more than twice as high as Josh did. Denise decided to make him an offer, but he turned it down.
At about this same time Jamie approached me with the suggestion that I move out of my house in Enfield and share an apartment with her in East Windsor. I scoffed at this idea. I wasn’t even considering moving out. Even if I did, my first consideration would be my two beloved cats, Rocky and Woodrow. I would also never again live with a smoker. Evidently Jamie was serious about this, and she was insulted that I had dismissed it out of hand. She told me, “I would be a good roommate.”
When Doug resigned from TSI, I told Jamie that she could have his job if she wanted it. I also informed her that he resigned because I told him not to sell any more software systems for the rest of the year, at least. I am not sure that she absolutely rejected the idea of replacing Doug, but she did not accept it either. I got the impression that this did not fit in with her plans. We proceeded with the status quo ante.
TSI’s space was on the 2nd floor.
By this time Jamie had found a new office for TSI in East Windsor. We all liked it. I had signed the lease, and we were in the process of designing the interior.
Meanwhile, Steve VeZain, Josh’s boss at Saks Inc., had concocted a huge project that he wanted to discuss with us in person. He and Josh flew up to Connecticut to present it. Denise and I met with them and then took them to dinner. The project was a monstrosity. It involved combining the data from all the divisions—without them knowing about it—onto a separate computer in Birmingham so that Steve’s group could do more analysis. We tried to discourage him, but he was adamant that he want us to spec it out and quote it. We agreed to do that much. Steve and Josh must have stayed the night at a hotel and departed at some point the next day.
My view.
Shortly thereafter Jamie came into the office on a Saturday. She accosted me at my desk and let me have it with both barrels for fifteen or twenty minutes. I have been yelled at a few times, but this outburst was unexpected and extremely intense.
I did not interrupt her much, and I listened very carefully. I went into debate mode5. When she had departed, I immediately made a list of all of the points that she had made. I was quite confident that I had produced a comprehensive list of the items, one of which was that I should tell Denise how she felt.
I don’t claim to remember everything twenty-two years later, but here are the most critical things:
The only positive thing that Jamie had to say was that I had correctly handled the situation with Sue (described here).
Although her complaints touched on everyone except Harry, the main focus was on Denise.
Jamie did not like Denise’s attitude, which was all-business whenever she was at the office. I could understand how Jamie might think that Denise considered herself superior.
Jamie did not understand why I had reacted in the way that I did to Denise’s acceptance of a job offer from another company (details here). I must admit that I surprised myself by the intensity of my reaction.
Jamie was especially upset that she had not been invited to the dine with Steve and Josh. To be honest, it had never occurred to me to invite her. The four of us had worked all day on this project. It seemed natural to continue the talk. I was the president of the company, and Denise would be in charge of marshaling the forces to complete the project, if it came to that. If Jamie had taken over Doug’s job, I might have thought of her. As it was, she was an administrative person with a few other responsibilities. Who invites administrative employees to dine with clients?
I sent an email to Denise telling her that we needed to meet about Jamie before office hours on Monday. Denise came in an hour early. She mostly just listened while I told her all the details. I emphasized that if I had to choose between Jamie and her, I did not consider it a close decision. However, my objective in talking to Jamie was to try to keep her from quitting. Denise and I made a list of things that might make Jamie’s job more palatable. The plan was for me to ask her out to lunch on Monday to talk about it. Denise would not be there, but I assured her that I would never double-cross her.
In those days I did not have an office. My desk was in the computer room. The door to the other section of the office was always open. The doors to Denise’s office were glass. It was not possible to have a really private conversation there.
No to all of them.
When Jamie came in for work on Monday, I asked her in private to go to lunch with me to discuss the issues that she had raised. She said, “Lunch? I don’t eat lunch.”
My suggestion was, at least at the time, the way that people in business arranged for a discussion out of the office. I thought that everyone in business knew this. I interpreted her rejection as unwillingness to talk about this with me. Maybe Jamie did not mean that; maybe she had a religious objection to having lunch in a restaurant. If so, should she not have proposed an alternative?
Jamie was also let me know that she was very upset to learn that I had discussed the situation with Denise. When I reminded her that she had told me to tell Denise what she had said, she just gave me the stink eye.
From that moment on the atmosphere in the office was intolerably toxic. Denise avoided dealing with Jamie altogether. A little while later Jamie gave me a letter that said that the circumstances had forced her and Cadie to resign.
That action left us with four programmers, no administrative people, and no marketing people. I could handle the administrative tasks, but I definitely did not want to do them for any longer than necessary. There were many other things that needed my attention. It took us a while to find a good fit for our administrative area, but we eventually did, as is explained here.
I was already prepared for TSI to do no marketing for the next year or so. So, once Eileen took the job, I figured that we were all set for a while.
Within a few weeks two events took me by surprise:
Jamie came over to our house in Enfield and talked to me in the yard. She told me that her husband Joe was “a monster”. She intended to leave him. She was especially furious about something that I did not understand concerning stock in McDonald’s, Joe’s employer at the time. Of course, I asked about the kids. Specifically, I inquired what I could do to help. She said that she wanted her old job back. This shocked me. I told her that that was no longer possible. She did not yell at me; maybe she realized that it was a lost cause.
I learned from Steve VeZain that Jamie had made plans to go to Birmingham, AL, to work for Saks Inc. as the liaison with TSI. He wanted to know if I was OK with that. I told him that we would try to work with anyone.
He doesn’t look Sicilian.
Many things about the situation made no sense to me. To begin with, I knew Joe Lisella pretty well. He was a Sicilian, and I supposed that some cultural baggage was evident there. He was certainly devoted to his family, and he had a consuming interest in sports. In no way did he seem like a monster to me. Jamie may have seen another side, but how could it take fourteen years and three kids to appear?
Furthermore, if he was a monster, how could she leave him alone with five kids, only three of whom were his relatives? She told me that she hoped to send for them “eventually”. I said that I would pay for air fare for them, and I definitely meant it.
One Saturday or Sunday I was, as usual, alone in the office; I don’t recall what I was working on. Suddenly a thought popped into my head and broke my concentration: “This must have all been about Josh!”
That idea seemed to make everything fit. I knew that Jamie had spent a lot of time on the phone with Josh. We billed Saks Inc. for all of our telephone charges to Birmingham. So, this did not raise a red flag at the time.
Josh had come up to Connecticut to interview with Denise for the programming job. It did not work out. I felt certain that Plan A for Jamie was for Josh to move to New England. In her mind Denise had scuttled this plan by making an insufficient offer. Given Josh’s performance on the aptitude test, I was surprised that Denise had made an offer at all.
Jamie probably thought that Denise also prevented her from attending the meal with Steve and Josh. In fact, she had nothing to do with it. I invited the other three people; I never considered inviting Jamie, and I am almost positive that no one objected.
Later, Joe Lisella informed me that he had discovered a trove of conspiratorial emails between Josh and Jamie. He wanted me to read them. I refused; I told him that I had already figured that angle out. He wanted me to testify in the divorce hearing (or whatever it is called). I said that I couldn’t. I did offer to write a letter listing the facts as I knew them. He was satisfied with that.
In 2001 I received a phone call from a guy at Computer Sciences Corporation. Jamie had applied for a job there and given me as a reference. The man on the phone said that the job involved software support. He wanted to know if I thought that she could do it. I began with a disclaimer that she was my sister. He knew that. I then said that I was not really in a position to make a judgment because that was not what Jamie did at TSI. He tried to get more out of me, but that was my final statement. According to her LinkedIn page, she worked at CSC for two years as a “Technical Analyst II”.
After she left Connecticut for Birmingham, I talked on the phone with Jamie at work a few times. I saw her at the Saks Inc. office at least once. She said hello, but not much else. I sent her birthday presents for a couple of years. I called her when their dad died in 2011, and I tried to convince her to come to the funeral. I even said that I would pay the air fare for her and any or all of her kids. She wouldn’t do it because “it would be hypocritical because he hated me so much.”
We haven’t communicated directly since then.
1. I think that in 2021 Jamie still resides in Birmingham, AL. I am not sure what she is doing there. Her Facebook page is here.
2. I have located most of my emails and other documents from 1999 on.
3. One of my emails from 1999 indicates that Jamie was originally hired by Sue to help clean up the office. The motivation for this was to help her pay off money that Sue loaned her. At the time TSI was a partnership, not a corporation. So, Sue and I were responsible for all financial transactions.
4. A pretty good analogy is that you can’t produce a baby in one month by hiring eight additional women.
5. Josh Hill was still in Birmingham in 2021. His LinkedIn page is here.
6. I don’t mean that I argued with her. On the contrary, I did not argue with her at all. I listened to her as carefully as I did to speeches during my eight years of debating and six years of judging debates. I was very good at this.
