1994-2002 TSI: AdDept Client: Kaufmann’s

May Co. department store chain based in Pittsburgh. Continue reading

Kaufmann’s was a department-store division of the May Company. Its headquarters was in downtown Pittsburgh. It had stores throughout Pennsylvania and neighboring states. TSI was contacted in the spring of 1994 by Mary Ann Brown1, Kaufmann’s Advertising Director. I think that she probably heard of us from someone at either Hecht’s or Foley’s.

In May of 1994 Sue and I drove to Pittsburgh to meet with her. We made the trip by car primarily because we had very little money at the time. We also had scheduled a meeting in the same city with an ad agency, Blattner/Brunner Inc. That meeting and our subsequent visit to the Pittsburgh Zoo has been described here.

Our appointment at Kaufmann’s was scheduled for late in the afternoon, 5:00 as I remember it. We left Enfield fairly early in the morning. Sue, who in those days was famous for her lead foot, did most of the driving. We arrived at the outskirts of Pittsburgh about thirty minutes before the scheduled start of the meeting. At that point we encountered extremely heavy traffic. We were in unfamiliar territory, and, of course, cell phones were still a few years away. So, we arrived a few minutes late.

Mary Ann Brown.

The beginning of the meeting was rather tense. Mary Ann demanded to know why we were late and why we did not call to tell her we were going to be late. If TSI had not already developed a reputation for good work at Hecht’s and Foley’s, I think that she might have told us to reschedule or to forget about it.

Eventually she got down to business and informed us that the people in her department had developed a system for administering the department’s projects. They were satisfied with what it produced. However, they knew that it would not work in the twenty-first century, and they needed to make a decision about whether to rewrite it or replace it. I guaranteed her that AdDept would have no difficulty with the Y2K issue and explained how AdDept’s approach of a multi-user relational database worked. I do not remember meeting anyone else that day.

Sue and I stayed throughout the visit at a Holiday Inn (if my memory is accurate) a few miles north of downtown. We probably presented a demo at IBM the next day, but, if so, I don’t remember it. My recollection is that the entire event was amicable but not decisive.

René in her office.

For years Doug Pease, TSI’s sales person, stayed in frequent contact with Kaufmann’s. I think that Mary Ann must have spent the time arranging funding. My memory of the next trip to Pittsburgh centers around my meeting with René Conrad2 (female), who was the department’s Planning Manager, and John Borman3, who managed the department’s networks and its computer hardware. I don’t know if we had a signed contract yet, but by then they were definitely committed to installing AdDept. In fact the installation did not take place until May of 1998.

John Borman.

I had only limited contact with Mary Ann thereafter. I do remember that she joined René and me for lunch once, and she disclosed that she had for a very short time been (or at least had applied to be) an FBI agent. That was, to say the least, a surprising bit of news.

My first memory of René was her presentation to me of an absolutely enormous D-ring binder with a black cover. Collected therein were samples of all of the reports that they needed. She spent the rest of the day answering questions about the selection criteria and the precise definition of the contents of each column of each report. The bad news was that very few of the reports matched up closely with work that we had already done. The good news was that the design document that resulted from the meeting came closer to meeting the client’s expectation than any that we had produced or would produce later. René was our liaison at Kaufmann’s from the beginning all the way to the end, and she was a very good one.

John, René, and TSI programmer Steve Shaw in a training session in Enfield.

I did not need to spend much time with John. Once their new AS/400 was connected to their network, and I explained that the demand for bandwidth would be minimal since the system was totally text-based, he was satisfied. He took charge of getting the necessary software installed on Macs and PCs, and he connected the AS/400 to the department’s network.

I remember two experiences involving credit and debit cards on trips to Pittsburgh. In those days we kept our cash at Bank of America. The best thing about that was that if I needed cash on a trip I could almost always find a local branch with an ATM. I remember that once I used such a machine at the airport and forgot to reclaim my card when I was finished obtaining the cash. I don’t know what happened to the card after that, but nobody else ever tried to use it.

The William Penn is now an Omni hotel.

For my first couple of installation and support trips, Kaufmann’s asked me to stay at the William Penn Hotel, which was only a block or so from Kaufmann’s. I sometimes arrived in Pittsburgh late in the evening. On one of those occasions some sort of event must have been going on downtown. In the lobby of the William Penn there were unexpected lines of people waiting to check in. In those days it was possible to make a hotel reservation without providing a credit card number. Several people in line had discovered that doing so did not mean that a room would necessarily be available when they arrived. There were a lot of angry people there that evening. Fortunately, I had already heard about this problem, which had been perfectly explained by Jerry Seinfeld with regard to rental cars. You can listen to it here.

The gilded clock on the corner of Fifth Ave. and Smithfield St. is still a landmark.

I usually brought an unusually large bright-blue suitcase with me to Pittsburgh. Because I sometimes had trouble sleeping when I traveled I often include the foam rubber pillow that I found much more comfortable than the soft feather pillows that old stately hotels favored. One day after working at Kaufmann’s I was unable to find the pillow in my hotel room. Evidently the maid had confiscated it. I complained at the desk, and they eventually located it and returned to me.

It was nice having such an identifiable suitcase. On an early-morning US Airways flight on July 25, 1999, from Bradley to the Pittsburgh airport that served as a hub. I was the only passenger who checked a bag to Pittsburgh. I went to the carousel listed for my flight. No bags ever appeared. I was worried that the bag had not been removed from the plane. Here is what I wrote about the incident in my notes:

When I got into Pittsburgh, my bag was missing. I went to the baggage office. They had no record of my bag. I had seen them put it on the plane and take it off. I told her [the baggage agent] so. She went to look for it and found it. She said the tag had come off. I can’t imagine how this happened. But guess what. I didn’t get angry through any of this.

Dr. Sonnen.

While staying at at the William Penn I experienced one of the worst incidents that I ever encountered in my trips to see clients or prospects. I was suffering from the only disease that I contracted in all the years that I traveled extensively. Throughout the visit I was constantly running a low-grade fever and had a few other annoying but not debilitating symptoms. I soldiered on, and I somehow got everything accomplished that was on my list. When I returned home I went to my doctor, Victor Sonnen4. He gave me a blood test and eventually diagnosed the problem as a urinary infection. Some antibiotics knocked it out.

I did not really like staying at the William Penn. I could get to Kaufmann’s in two minutes, but this was not a great advantage from my perspective. I was always up early, and there was nowhere very close that served breakfast. I could eat in the hotel, but I have always found that hotel food was not very good and terribly overpriced. The evening meals posed a similar problem. I won’t go to a swanky place by myself. The only restaurant within walking distance that I liked was a Chinese takeout place.

In later years I stayed at a Hampton Inn in the Greentree section of town on the south side of the Ohio River. I loved the free breakfast bars at Hampton Inns, and this one sometimes served tasty snacks such as pizza or chicken wings that were good enough to serve as a supper in the evening. The only drawback was that there was nowhere that was reasonably flat to go for a jog. If you live in Pittsburgh, you must learn to like hills.

Maggie Pratt.

On two occasions I went to supper with René and her assistant, Maggie Pratt5. Since they both took the bus to work, I drove us in my rental car. They directed me to small restaurants that they knew near the University of Pittsburgh. I don’t remember the food that well, but I do remember that dining alone on the road is not a hard habit to break.

One thing that I remember clearly was that René suffered from migraine headaches. When she got one she still tried to work, but it was obvious that she was in considerable torment.

René volunteered as an usher at the Pittsburgh Opera. In the 1999-2000 season Verdi’s La Traviata was performed. In the last act the heroine, Violetta, who has been suffering from consumption (tuberculosis) dies. René did not like this part of the opera at all. It seemed to long to her: “She should just die and get it over with!” I did not dispute this assessment, but I find parts of other operas to be much more tedious.

Luxury apartments occupy most of the upper floors of Kaufmann’s flagship store now. Target is scheduled to open a store on one or two low floors. There is now a skating rink on the roof!

Kaufmann’s advertising department was on one of the top floors of the flagship store on Fifth Avenue in Pittsburgh. The most peculiar thing about it became evident when one needed to use the men’s room. One was located on the same floor as the advertising department, but the only way to reach it was to walk through the beauty salon. I did not feel at all comfortable doing that. Therefore, I took the escalator up to the top floor, the home of the bakery. This restroom was a little farther away, but I found the atmosphere much more pleasant.


Everyone at TSI worked very hard on the programming projects for Kaufmann’s. The people there were uniformly supportive, and everyone seemed pretty good at what they did. I am embarrassed to say that I don’t remember the names of any of the media managers. The name Debi Katich is in my notes from 1999. I think that she was the Direct Mail Manager, but I may be wrong.

I do not remember the name of the Senior VP (Mary Ann’s boss) at the time of the installation. As I recall, he let Mary Ann pretty much run things. I definitely do remember the name of his replacement in 1999, Jack Mullen6, who had been Doug’s boss (or maybe his boss’s boss) at G. Fox in Hartford.


Always on sale somewhere.

I also do not remember too many details of the code that we provided for them. The detail about newspaper ads that I recall most clearly is that the store’s contract with the Pittsburgh Post-Gazette provided for significant discounts if they ran several full-page ads in the same issue. It was like buying two-liter bottles of Coke or Pepsi. The first three ads might cost $X but once the fourth ad was ordered, the price on all of them changed to $Y for all four ads. This was not easy to code because individual ads could be added, deleted, or moved (to another date) at any time. Also, the size could change. Any of these events could change the rate for all the other full-page ads in the paper that day. Not only did the rates and costs for all the affected ads need to be changed, but history records were also necessary.

Kaufmann’s used AdDept for keeping track of all of its advertising. They even uploaded their broadcast buys from the SmartPlus system that they used.


In 2000 Kaufmann’s was an enthusiastic supporter of the implementation of the AxN project. Several people offered the opinion that the newspapers would never pay for subscribing to the service. Mary Ann did not agree. She said, “They’ll subscribe if we tell them to.” I visited three of Kaufmann’s largest papers to explain what we planned to do and to solicit suggestions. When I mentioned that I was meeting with the IT director at the Pittsburgh Tribune-Review, John Borman confided to me, “I want his job.”


In 2002, the Kaufmann’s stores’ Pittsburgh business headquarters closed, and its back-office operations were consolidated into those of Filene’s Department Stores in Boston. The consolidation was probably inevitable, but everyone at TSI would have greatly preferred for the new managing entity to be located in Pittsburgh.


1. In 1921 Mary Ann Brown is the Administrative Manager at her alma mater, the University of Pittsburgh. Her LinkedIn page is here. I don’t know why she left her role at Kaufmann’s off of her résumé.

René on LinkedIn.

2. René Conrad’s LinkedIn page is here. After the May Company folded the Kaufmann’s division into Filene’s in 2002 I tried to get René to work for TSI. She was interested enough to pay us a visit in East Windsor, but she turned down our offer. Instead she went to work for a theatrical company in an administrative role. We stayed in touch for a few years, but I had not heard from her for more than a decade. However, she recently sent me an email in which she confessed that she owed me a book.

3. John Borman’s LinkedIn page is here.

4. Dr. Sonnen died in 2010 at the age of 96. He was certainly in his eighties when he treated me. His obituary is posted here.

5. I am pretty sure that Maggie Pratt’s LinkedIn page is here.

6. Jack Mullen’s LinkedIn page is here.

1996-2006 TSI: AdDept Client: Filene’s

May Co. department store chain based in Boston. Continue reading

Filene’s was the May Co. division that had its headquarters in Boston. TSI finally sold them an AdDept system and installed it for them, but I was never satisfied with the progress that they made in using it.

Open to the public, but not TSI.

Even before TSI hired Doug Pease as its Marketing Director in 1993, I had made a substantial effort to convince Filene’s to use AdDept. After all, it was the closest large chain of department stores, an easy drive up the Mass Pike from Enfield. Unlike the other divisions, they would not need to pay my air fare. Nevertheless, we had a very difficult time getting through the door.

In 1998 the May Co. agreed that all of its divisions should be using AdDept to administer their advertising departments. That story is told here. Chris Giles1, who managed the PC’s, Macs, and the network in Filene’s Advertising Department, came to TSI’s office for training, but the installation of the system was delayed for several years. There were numerous problems. Filene’s Newspaper Manager had instituted routines using spreadsheets to provide much of what was needed in his area. He admitted that it could not produce insertion orders, but the fact that AdDept could not only produce but also fax insertion orders—with little or no data entry—was not enough to sway him. I did not blame him, but I was disappointed that someone else did not tell him the score.

In 1998 a new liaison, David Doane, was assigned. His main job was as Production Manager. I don’t know why they assigned him responsibility for AdDept. His background was in printing.

I drove into Boston to spend a day with him and to give him a little insight into how the system could work, but we never heard from him again. I wrote prophetically in 2000: “I am not sure that the installation can ever succeed until the liaison comes from scheduling, accounting, or planning.” Spoiler alert: it never did.

That building on the right is Macy’s.

The other major issue was that the Advertising Director, Shelley Rubin,2 did not seem to like the idea of an integrated system. Maybe she did not appreciate the May Co.’s interference in her operation.

Things finally began to move a little in 2000. I received a surprising telephone call on April 6.

Chris Giles called at 5:45 PM! Joe Hrabar sent him our proposal. Shelley Rubin, the advertising director at Filene’s, had taken a tour of Foley’s. She wanted to make sure that the system we proposed was at least as fast as Foley’s. Evidently she was very impressed with what she saw there.

On January 13, 2001, Filene’s asked TSI to send them three sets of “training booklets”. I printed copies of the generic book that described how the AS/400 and AdDept programs basically worked. He also printed copies of the booklets that described the tables for media and accounting. The package was sent within a week.

The plan was to install Filene’s version of AdDept on a model 270 in the Midwest Data Center in St. Louis. I flew there and began the installation on March 13. It seemed to go fairly smoothly. I installed the AdDept programs as well as IBM’s BASIC licensed program3. I then set up the communications so that Denise Bessette could sign on from TSI’s office. I populated the department hierarchy tables and the broadcast stations from files on a PC diskette supplied by Filene’s. The settings from Kaufmann’s AdDept system were used for several other tables.

This was the first time that one of the divisions would be running AdDept on a computer located in the data center. I reported:

On Tuesday I met with ten (!) people from the May Company’s Midwest Data Center to discuss how the installation will be handled. There is not that much to it. We will have to call someone to vary on the line before we call in. They will then program the AS/400 to vary off the TSI line when we are finished. Someone will be available to do this 24 hours a day.

Adding new users will be a little kludgy. The liaison will have to submit a form to the Mid-West Data Center. Someone in St. Louis will create a user ID and a directory entry for them. The liaison will have to create the record in DAUSERS.

While I was in St. Louis I demonstrated the AxN programs to people from the May Co. and from Famous Barr, which had been using AdDept for a few years (as described here). This installation was definitely being driven by the people at corporate headquarters.

On Tuesday afternoon we had a conference call with Filene’s. All together about 15 people were in on the call. It was uneventful. They just wanted to go over the support regimen.

My notes concluded with a warning to the people at the Data Center about the difficulties of using Mac printers as system printers and a request from Jerry Catalano that I determine how much disk space Hecht’s4 was using per year.

Figure two hours in the morning or evening in good weather.

I made several trips by car to Filene’s office in the downtown Boston store after that. For the most part I worked with a lady in the Business Office to make sure that they could record all of their invoices into CAPS. I am not sure that they ever used the system for much more than that.

I don’t remember too many details of those trips. I remember that I would stop and get a Big Gulp-sized Diet Coke at 7-Eleven on the way from the parking garage to the building. I also remember that the only men’s room on the floor that housed the Advertising Department was near the cafeteria, which was a very long walk. On the other hand the elevators were very close, and there was one handicapped restroom that could be used in emergencies.


Epilogue: In 2002 Filene’s took over administration of Kaufmann’s5 stores, but the Kaufmann’s logo was retained.

In 2005 Federated Department Stores acquired most of the May Co. properties, and in 2006 the administration of the Filene’s and Kaufmann’s stores was moved to Macy’s in New York City. The stores were eventually either closed or relabeled as Macy’s.


1. Chris Giles worked at Filene’s until 2006, when the administration of the stores was assumed by Macy’s East. His LinkedIn page is here.

The Downtown Crossing store was closed in 2006 in favor of the nearby Macy’s that already existed. Although it was protected as a historic landmark, the interior was gutted, and the building remained unoccupied for years. In 2023 some of the floors are occupied by retail, some by offices, and others are empty.

2. Shelley Rubin also stayed at Filene’s until Macy’s took over in 2006. Her LinkedIn page can be viewed here.

3. IBM no longer supported the BASIC language programs on the AS/400/iSeries, but they allowed TSI to make copies of it and sell them to users.

4. The story of the AdDept installation at Hecht’s is posted here.

5. The details concerning the AdDept installation at Kaufman’s can be viewed here.

1985-1999 TSI: GrandAd: The Whiffs

We struck out at a lot of agencies. Continue reading

I am no salesman. I could make a pretty good case for the GrandAd system either in a formal presentation or in a meeting, but I was the worst at closing sales. For one thing I have had a lifelong abhorrence of talking on the telephone, especially to strangers. TSII probably could have closed some of these if I had just called people back to find out what they were thinking.

I just noticed that this guy is swinging left-handed with a right-handed club.

I also could have spent more time researching our opponents’ products. I could not think of a way to do that without devoting a lot of time and effort. I had other priorities. Maybe we should have hired one to do it.

My middle game was also poor. I did not know how to ask what a prospect’s budget was. I could tell if I was dealing with a gatekeeper, but I did not know what to do with that information.

Some of our problems were substantive, and there was not much that we could do about them.We wanted to reach agencies that had between five and one hundred employees who did not yet have an administrative system and (before the introduction of the smaller models of the System/36) were within driving distance. During some periods IBM offered no systems with any appeal to our target market. We never seriously considered hooking up with another vendor, but in retrospect it seems incredible that IBM let this happen.

In nearly all cases IBM’s prices for hardware were higher. They should have been. IBM equipment was more reliable and the service was beyond compare. However, the price differentials were often enormous. Purveyors of systems that ran on UNIX or PC’s could claim many of the same advantages that we claimed, charge more for their software, and still show a bottom-line price that was considerably lower than ours.

So, we faced a lot of rejection in our years of dealing with ad agencies. I feel certain that I have repressed the memories of a fairly large number of failures in this arena.

The following are arranged alphabetically. It might make more sense to put them in chronological order, but I have found few records to help me to remember the dates.

The Hartford Area

Probably the most painful failure was the loss of Elbaum & Co., Inc. We had been pitching or negotiating with Marvin Elbaum1, the owner, for several months. Finally, in early June of 1986 he had signed the contract, which included some custom programming, and put in the hardware order.

Marvin Elbaum.

I am pretty sure that the phone call came on June 13, 1986. Marvin himself called and said that a new opportunity had suddenly arisen, and he wanted to cancel the order. He said that he had an unexpected opportunity to merge with Lessner Slossberg Gahl and Partners Inc. I advised him that we had already begun work on the custom code that he approved. He told me to bill him for it. He also said that he would plead the case in the new agency for using the GrandAd system. This was pure BS. If it wasn’t, he would have arranged for us to do a presentation for his new partners at LSGE Advertising, Inc.2

This was the worst possible news. I knew that Lessner’s agency already used the system marketed by one of our biggest competitors. Since the merged agency would be located in Lessner’s headquarters in Avon, there was no chance that it would junk the system just because Marvin asked politely, and Marvin also probably realized this. Besides, Marvin was the president of the new agency, but Gary Lessner was the CEO.

I’m not even slightly superstitious. If I were, I probably would have noted that the horrible phone call took place on Friday the 13th. Furthermore, Denise was on vacation, and Sue and I were looking after her cat. Yes, the cat was all black.

On the other hand, I don’t remember walking under any ladders, breaking any mirrors, opening an umbrella indoors, or spilling any salt that day.


Maier Advertising3 (the first syllable is pronounced like the fifth month of the year) was famous. When the lists of the top agencies were printed, Maier was always at or near the top of the rankings of local agencies in terms of billings. Everyone who had anything to do with advertising knew that this was baloney. How? Everyone in the advertising community knew where everyone else in the community worked. Maier did not employ enough people to do all the work to justify those reported billings.

Bill Maier.

For a while Maier claimed to have branch offices. I am certain that one was announced in Boston, but I think that there were also others. Actually, there were no offices, but they did have a phone number with a local area code and exchange, but it rang in Hartford.

I was invited to meet with Maier’s bookkeeper at the company’s headquarters, which was then in Hartford. My recollection is that only two or three other people were there. Bill Maier was definitely not present. I counted only six or seven desks, and I only saw one office. This did not look or act like a major agency.

I roughed out a tentative proposal, but I could tell that the bookkeeper was in no position to make a decision or to put me in contact with such a person. Actually, I doubt that Bill Maier would have deferred on this subject to anyone.


The Charnas account was not exactly a whiff. It was more like chipping in for a double bogey. It is described here.


There were two other agencies in the Hartford area that I visited, but I do not recall the names of either one. The first one was really a public relations firm in, as I recall, South Windsor. In fact, its strategic approach was the opposite of advertising. Its employees searched for businesses that were spending money on advertising and promised to get the same or better results using press releases. I think that we outlined a stripped-down GrandAd system for them, but we could not strip down the hardware cost enough to make a competitive bid.

My recollection is that the other local agency was in Glastonbury. Sue and I came to meet with the female financial manager. The only thing that I remember about this meeting was that she was the most strikingly attractive woman whom I had ever met. However, I never saw her again. I can’t even visualize her,

Sue was surprised when I told her that I thought that the woman was very attractive.

The Boston Area

Our biggest disappointment of the many whiffs in the Boston area was the involvement with Rizzo Simons Cohn. It is described in detail here.


OK. That explains a lot.

I met with a woman from Epsilon once. They were a big company then, and they are gigantic now. I tried to explain to her what we did, and she tried to explain to me what they did. At the time I did not understand what she said. I have looked at the company’s current website, which is here, and I still don’t fully understand what it means to be outcome-based. What is the alternative?

I did learn enough from our conversation to realize that our GrandAd system was nothing like what she was looking for.


At the IBM office in Copley Place I did several demos. One that I remember was a morning session for several employees at an ad agency on Tremont St. in Boston. The name escapes me. The demo seemed to go well. They invited me to meet with them in the afternoon at their office. I asked for the address. They gave it to me, but they warned me not to drive. They said that I should take “the T”, which is what people in Boston call the commuter rail system, MBTA.

I was disdainful of their suggestion. I had a map of Boston and plenty of experience driving in Beantown. I knew that the roads were unpredictable and that people made left turns from any lane. I grabbed some lunch and then headed out in my Celica.

It was an adventure, but I made it. Tremont was one-way, of course. I was prepared for that. I was shocked to discover that the streets that paralleled it on both sides were also one-way, and all three ran in the same direction. I had to steer my Celica all the way to Boylston Street to get past their office so that I could turn onto Tremont. Then I was very fortunate to spot the P (public parking sign) forty or fifty yards to my right. I parked and entered the office with seconds to spare.

This meeting seemed to go OK, too. At the end I asked how to get back on the Mass Pike. They told me that it was easy to get there from Copley Place, but the only route from Tremont was very difficult to describe.

Maybe it was a good thing that I never heard from them again.


Gray Rambusch, Inc. is a complete mystery. I know that we billed them for something, but I am almost positive that I never visited them or did a project for them. Doug Pease might have sold them something. The agency is still in business.

The Big Apple

The term “boutique agency” is used a lot in New York City. I knew that the large agencies were beyond our abilities, but to me “boutique” just indicated smaller size. Then I talked with people who worked at a couple.

The first was an agency that specialized in theatrical productions—Broadway and smaller. The lady who worked there explained that, as any fan of The Producers knows, each show is a separate company, and they tend to go out of business very abruptly and disappear without a trace. The most important things for the agency were to get their invoices to each show before it opened and to hound them for payment.

The other boutique agency that I talked with specialized in classified ads. They had hundreds of clients for whom they placed ads in the handful of papers that served the city. I don’t think that there was much chance that this agency would survive the Internet.


Kate Behart3 and I rode Amtrak to New York City on one occasion. I think that it was to talk with an ad agency, but it might have been for some other reason. TSI was watching every penny at the time. I had purchased a book of ten tickets. On the trip to Penn Station I used one, and Kate used one.

On the return trip I gave my ticket and the book to the conductor; he took the ticket. Then I handed the book to Kate, she tore out a ticket, and she handed it and her ticket to the conductor. He refused it. He said that only one person could use the book at a time. I directed his attention to the back where it clearly stated that it entitled “the bearer” of the ticket and booklet to passage to or from Penn Station. I bore the booklet when I paid for myself. Then I handed it to her, and she became the bearer.

He had the gall to tell me that I did not know what “bearer” meant. I said “Bearer: one who bears. ‘To bear’ means ‘to carriy’.” I argued that the term bearer was not ambiguous. It was like a bearer’s bond; anyone that has possession can redeem it. He claimed that it was Amtrak’s policy that tickets from booklets could not be used for more than one person. I said that Amtrak’s policy was actually clearly explicated on the back of the ticket book. Where was his evidence of anything different? He said that a letter had been sent to conductors. When I asked to see it, he threatened to throw both of us off the train at the next stop. I asked to speak to his superior.

This was not a big train. It was unlikely that there were more than two conductors. So, I was fortunate that there was anyone on the train who was senior to the fellow who threatened to evict us. The other conductor took Kate’s ticket, and he asked me politely not to do this again.

I never needed to do it again. If the occasion had come up, … I don’t know.


We pursued another New York agency during a period in the early nineties when we had no salesman. I took the train to New York and gave a presentation at IBM’s office on Madison Avenue. Terri Provost5 accompanied me. We then took a cab to the agency’s office. The discussions there seemed to go pretty well.

This agency was much more like what we were accustomed to dealing with than the boutique agencies. I thought that we could do a good job for them. On the train ride back I first consumed my fried chicken supper from Roy Rogers. Then I talked with Terri about the potential client and emphasized how I thought that we should proceed.

The next day at the office I asked her to compose a letter to send to the agency’s president. The letter was friendly and polite, but it did absolutely nothing to advance the sale. I don’t know why I thought that she would know how to do this, but I was wrong. I had to pretty much dictate the whole letter to her. It also made it clear to me that I could not depend upon her to follow up on it, and I did not have the time to do it myself. We whiffed again.

Others Within Driving Distance

Sue and I drove down to Englewood, NJ, to visit an ad agency called Sommer Inc. It was a small business-to-business agency run by a couple who were older than we were. I don’t remember too much about the experience, but I thought that we would be a great fit for them.

My clearest memory of the trip is that I was very hungry by the time that we reached the Garden State, and Sue stopped at Popeye’s so that I could wolf down a few pieces of chicken before we met with them.

We did not get the account. I think that they might have been put off by the price and instead purchased a cheaper PC system.


Somehow we got a tip about an advertising agency in Vermont that was looking for an administrative software system. It might have been in Burlington. I talked to the proprietor on the telephone, and he seemed serious. I think that this might have been in 1987 or 1988 when we were desperate for business.

Our marketing director, who at the time was, I think, Michael Symolon7, accompanied me on the trip to the north country. We left Enfield fairly early in the morning. The weather was cold enough that I wore an overcoat. When we arrived at the agency I realized that I had put on the pants that went with my suit, but I had mistakenly donned my blue blazer instead of the suit coat. The combination looked ridiculous.

It was pretty warm in the agency’s office. So, when I took off my overcoat, I also took off the blazer. I still probably looked strange in shirtsleeves when Michael was wearing a suit, but I did not feel like a clown.

The presentation went OK. Michael may have followed up on the visit, but it was probably another case of sticker shock.


The only other ad agency that I remember driving to was in Schenectady, NY, northwest of Albany. The building in which the agency was housed had obviously been repurposed. The ceiling was crisscrossed with large and small pipes or air ducts. Each had been painted in bright primary colors. The effect was quite striking.

The agency had been using the AdMan software system on PC’s for a couple of years. It seemed to me that there must have been something about the system that the users did not like. Otherwise, why was he looking for new system? I tried to talk with the office manager about it. He was, however, very reluctant to discuss what they were currently doing or what they would like to do. Instead he wanted me to describe the advantages or our approach. Of course, he also wanted to know the cost.

I hated it when prospects did this. A major strength of our system was that we could adapt it to meet the needs of almost any user. This was difficult to present. I much preferred to tell people how we would address their problems. Then I could introduce ideas that they did not expect.

During the drive back to Rockville I did not feel good about this call. I suspected that I had been used to gather information for some sort of hidden agenda of the office manager. I had no concrete evidence to go on, but the whole situation did not feel right.

Distant Prospects

Touchdown Jesus could not have made a sale in South Bend.

I had flown to Chicago in late 1988 to meet with some IBM representatives who specialized in retail about the AdDept system that we had just installed at Macy’s. I rented a car afterwards and drove to South Bend, IN, for a presentation at the IBM office for people from local advertising agencies. We had sent letters to all of the agencies in the area, and four or five had expressed interest in the GrandAd system.

Three little old ladies attended the demo, and they all sat together. No IBMers showed up. It reminded me of the debate in which I performed at Expo ’67, which is described here. I talked with the ladies, or rather one of them; they were all from the same agency. They told me that their agency currently used a system marketed by one of our competitors. They told me that the system had actually been installed by someone who lived in South Bend. When I asked who supported the system they claimed not to know.

.The whole trip was a complete waste of time. We got nothing from any of the people that I met in Chicago, and the South Bend agency later told us that they were not interested.


In February of 1989 we were pitching two important prospects in the Milwaukee area. Both the journey to Milwaukee and the return trip were memorable. They are described here.

It is a safe bet that I had Usinger’s brats on any trip to Milwaukee.

I took a cab to the ad agency first. I do not remember the name of the agency, but I recall that they seemed to be very interested in our approach. I had to sell a bit of blue sky concerning the hardware. I pitched running the System/36 ad agency system on an AS/400. They would be the guinea pig for this, but the alternative was to try to sell an approach that IBM had publicly abandoned.

I thought that the meeting went very well. I gauged that we had a very good chance of getting this account. I was not able to follow up immediately, however, because Sue and I took our first vacation ever immediately following this trip to Milwaukee.

In the end we did not get the account. After returning from the vacation we soon became so busy that our failure might have been a blessing in disguise.


V-R was in the Commerce Tower downtown.

In 1990 (I think) I received a telephone call from Ernie Capobianco, whom I knew from RGS&H (described here). He said that he now was working for an ad agency in Kansas City, Valentine-Radford. They already had a System/36, but they were not satisfied with what they were getting out of it.

I arranged to stay with my parents while I pitched the account. My dad told me the agency was one of the largest and most respected in KC.

I met with the systems manager in the morning. They had been using standard accounting packages and were trying to use their general ledger for client profitability analysis. It did not work. It would never work. There were a lot of other problems, too.

Two or three officers of the company took me to lunch at Putsch’s 210 on the Country Club Plaza, the swankest restaurant in the Kansas City area. They wanted to know what it would take for them to get the kind of information from their S/36 that Ernie got at RGS&H.

I informed them that their software system was not designed for a business as complex as an ad agency. They were trying to eat soup with a knife. If we were going to do the project, we would do it right. We could probably convert some of the data for them, but we wouldn’t be able to patch their software. We would want to install our system.

It was not what they wanted to hear.


Kaufmann’s clock.

Our last pitch to an ad agency was, I think, in May of 1994.8 Sue and I drove to Pennsylvania to talk with people from Blattner/Brunner, Inc.9 We also met with Kaufmann’s, the May Co. division, on the same trip. We spent a day at the Pittsburgh zoo before we returned.

The people at B/B were definitely serious about getting a system They asked all the right questions. They even questioned whether the AS/400 was really a relational data base. Their doubt was understandable. Every other database (Oracle, Sybase, Informix, etc.) had a name, but at that point IBM had not yet begun calling the AS/400’s database DB2/400 even though the design of the system had been fully relational since the introduction of its predecessor, the System/38, back in 1978!

The agency was rapidly growing, and it was famous in the area for its “Killer B’s” billboard, which was nominated as one of the best ads in Pittsburgh’s history. Winning this account might have really launched ADB, which is what we called the AS/400 version of GrandAd.

I left the follow-up on this account in Sue’s hands. I had my hands full with Kaufmann’s, which gave us a huge notebook of reports that they wanted us to include in their system. Sue definitely fumbled the ball. She could have handled this; she just chose not to. This was one of the main reasons that I became very upset with her in 1994. The details of this “second crisis” are described here.


1. Marvin Elbaum has had several careers since the merged agency folded in 1992. I think that in 2021 he is a realtor for William Raveis in southeastern Connecticut. His LinkedIn page is here.

2. The Hartford Courant declared LSGE, Inc. defunct in 1992.

3. By the time of the pandemic Maier Advertising had “evolved” into a business-to-business agency named Blue Star Communications Group. Its website is here.

4. A write-up of Kate Behart’s career at TSI can be found here.

5. Much more about Terri Provost’s stint at TSI can be found here.

6. Sommer Inc. was acquired by Greenstone Rabasca Roberts of Melville, NY, in 1989.

7. Michael Symolon’s time as TSI’s marketing guy is discussed here.

8. Ernie’s ad agency in Dallas, Square One, bought Valentine-Radford in 2003.

9. I am pretty sure of the date because there was an annular solar eclipse. The only solar eclipse in the nineties that was visible from Pennsylvania was on May 20, 1994.

10. Joe Blattner has departed, but in 2021 the agency is still active as M.J. Brunner, Inc. The agency’s website is here. Joe Blattner’s web page is here.