1997-2006 TSI: AdDept Client: The Bon-Ton

The Bon-Ton is where? You get there how? Continue reading

The Bon-Ton was a chain of department stores based in York, PA. For nearly a century the company was owned and operated by the Grumbacher family. In fact, Tim Grumbacher only retired from the company’s Board of Directors in 2017. So, for 119 out of the company’s 120 years of existence members of the family were closely involved with the ownership and/or management of the company.

In the years that TSI was involved with B-T, it was expanding fairly rapidly. I am pretty sure that the original call to TSI inquiring about the AdDept system was received in 1996 or 1997 and came from Jo Harnish1, who was the Production and Finance Manager for the advertising department at B-T. This was an extremely unusual combination of responsibilities. Ordinarily the production manager and finance manager were separate people with markedly different skills.

Doug Pease, TSI’s Marketing Director, talked with her and arranged for the two of us to come to York to make a presentation. We were surprised when they suggested that the easiest way to get to York was to fly to BWI Airport, which is south of Baltimore, MD, rent a car, and drive north for more than an hour. That’s what we did. At the time US Airways offered several nonstop flights to BWI every day.

My recollection is that the entrance was in that little alcove to the right of the Burlington Coat factory. That entire area later was transformed into a Walmart Supercenter.

The address that we were given for B-T’s corporate headquarters was 2801 E. Market St. It turned out to be in the middle of a fairly large strip mall. The door through which we entered was next to a Burlington Coat Factory outlet. There was only a very small sign on the door that indicated that the corporate offices lay within. I frankly wondered what kind of operation we were getting involved with.

Jo Harnish.

I am sure that on that first trip we met with Jo and Tom Vranich2, the Senior VP of advertising. I already knew Tom. My recollection is that I had talked with him briefly at the Retail Advertising Conference3 that Tom Moran and I had attended in Chicago in the early nineties. At the time Tom V. was the Advertising Director at Hess’s, a chain of department stores based in Allentown, PA.

I remember few of the details of B-T’s requirements. I seem to recall that the paper in York still printed twice a day. I am pretty certain that none of the requirements seemed insuperably difficult to me.

I also don’t recall much about the installation itself or the support trips to the Bon-Ton offices in the subsequent years. What I mostly remember was the time in the rental car. The drive to and from BWI was not particularly difficult, but it was time consuming.

I think that the hotel in which I stayed was behind the strip mall in which the Bon-Ton office was located, but the route to get back and forth was circuitous. I probably stayed at the Hampton Inn that was (and still is in 2022) located in that vicinity. I don’t remember any restaurants that I frequented in York. I think that I generally got take-out and ate in the hotel room. On the other hand, I can visualize parts of the highway and the Market St. area rather clearly.

Bethann Matroni.

At some point Bethann Matroni4 became the head of the advertising business office and our primary contact. The only notes that I could locate indicated that in 2001 she requested that we add a third rate for ROP (display ads for newspapers). The two rates that were already on AdDept’s media schedule file and the rate table represented the actual rate charged by the paper and a marked-up rate that was shown to the merchandise departments and, for co-op advertising, the vendors. The former was often called “net” and the latter “gross”, but because those terms were also used to mean something else, we just called them rate 1 and rate 2. I don’t recall that we ever added a rate 3 to these files.

At about the same time I talked with someone named Tina Hagarman, maintained the schedule for newspaper advertising and ordered the ads. According to my notes, she had just returned from maternity leave. I think that I was in York to explain to her how AxN5, TSI’s system for management of insertion orders over the Internet, worked. The Bon-Ton was one of the first users of that system. I also promised to send Tina a copy of the booklet that I had made about inserts, the preprinted flyers that are sometimes included with the newspaper.

I think that I went into this store in Westfield once, but I don’t recall if I bought anything.

In 1998 I was startled to learn that the Bon-Ton6 was opening a store on Route 20 in Westfield, MA, which was not far at all from where my sister Jamie and her family were living at the time in West Springfield. The surprising thing was that it was the only Bon-Ton store in New England. I had to wonder how it could possibly be profitable to run only one store in an area. This was not part of an acquisition either. Someone at the Bon-Ton just decided that it would be a good idea to locate one of their department stores in this strip mall on the outskirts of a rather small town in western Massachusetts. It was also the last outpost of civilization before the sparsely populated Berkshires.

In 2003 the Bon-Ton surprised most of the retail world by acquiring the stores run by Elder-Beerman, another department store chain that had been using AdDept to manage its advertising. This move approximately doubled the size of the company in terms of the number of stores. The signage for the acquired stores still referenced Elder-Beerman, but management of the advertising for the combined operation was done at the Bon-Ton headquarters in York. Because both of the advertising departments already used both AdDept and AxN, the transition was rather smooth. I don’t think that I even made a trip to York to oversee it.

I don’ t know how much the Bon-Ton paid for the logo.

In 2005 Bon-Ton somehow came up with $1.1 billion in cash to purchase the Northern Department Store group from Saks Inc. This group consisted of three former users of AdDept: P.A. Bergner, Younkers, and Herberger’s7. So, for the second time in two years the company doubled in size.

The advertising for this group was run out of Milwaukee. The facility in Milwaukee was much larger than the one in York. It had a large area devoted to the production of ads as well as a photo studio. The Bon-Ton closed the department with which we had worked in York and moved all of the advertising to Milwaukee. None of the people that we knew in York made the move to Milwaukee.

B-T’s incursion into New England did not stop at Westfield. This store in Concord, NH, was closed in 2018.

I knew very well that there was no possibility of persuading the Senior VP in Milwaukee, Ed Carroll, to use AdDept even if we agreed to let them use it for free. However, I did make an effort to contact the newspaper manager to see if we might interest them in using AxN. It would have been difficult to construct an interface, but the new organization ran a lot of advertising in a very large number of papers. If I had succeeded in convincing him to use AxN, TSI might have been able to limp along until the entire Bon-Ton retail empire after many consecutive unprofitable years gave up the ghost in 2018 and ended up selling all of its properties to liquidators.

I might have been mistaken about the Bon-Ton store in Westfield. It stayed open until the Bon-Ton declared bankruptcy in 2018. I don’t know whether it was ever profitable.


1. Jo Harnish’s LinkedIn page can be viewed here.

2. Tom Vranich’s LinkedIn page is here. On it he claims (three times) that he worked as Senior VP at the Bon-Ton for over thirty years. I am almost positive that for most of that period he was actually employed at other stores that were eventually acquired directly or indirectly by B-T. Also, since his name was not Grumbacher, I doubt that he started as Senior VP.

3. The adventures of Tom and Mike at the RAC in Chicago have been described here.

4. I could find little on the Internet about Bethann Matroni. I think that in 2022 she may be known as Bethann Brodbeck.

5. A detailed description of the genesis of the AxN system has been posted here. Details about its structure can be found here.

6. A very detailed account of the long history of the Bon-Ton is posted here. Unfortunately it stops in 2001 just before things got really interesting.

7. Detailed blog entries have been posted about each of these installations: P.A. Bergner, Younkers, Herberger’s.

1997-2005 AdDept Client: Proffitt’s Inc./Saks Inc.

Holding company in Birmingham, AL. Continue reading

Proffitt’s (under the name of the Elliott-Proffitt Co.) began in 1919 as a department store in downtown Maryville (locally pronounced MARE vuhl) TN. Decades after it became a chain of department stores TSI’s AdDept system was installed in its advertising department. The account of that process is detailed here.

In 1984 the company and all of its stores were purchased by the RBM Acquisitions Co. It was led by R. Brad Martin, who had previously been a very young member of the Tennessee Legislature and a real estate mogul. Proffitt’s Inc. soon began an ambitious series of acquisitions and openings of new stores. In 1994 it purchased McRae’s, a chain of department stores based in Jackson, MS, that was actually larger than Proffitt’s by any measure except ambition.

Previous new stores that had been purchased by RBM were run under the Proffitt’s logo and administered from the company’s headquarters in Alcoa, TN. McRae’s was allowed to run as a separate division, as were subsequent acquisitions of the Parisian, Younkers, Herberger’s, and Carson Pirie Scott.

The lobby in Birmingham was rather impressive.

After the Parisian division was acquired, the corporate headquarters was moved to a beautiful office located at 750 Lakeshore Parkway2 on the north side of Birmingham, AL. However, all advertising was still administered by each local division in its home location. The data center and the IT department were at McRae’s headquarters in Jackson, MS.

TSI had repeatedly sent promotional materials to advertising directors at each of the divisions. Doug Pease, TSI’s marketing director, followed up on the mailings and eventually encountered Fran Jose2, who was a top executive of Proffitt’s Marketing Group (PMG), the organization that supervised the advertising departments in the divisions. He was impressed enough with the AdDept system that PMG made the decision to implement it in each of the advertising departments. By the time that I got involved in this endeavor Fran had moved on. This was fine. Doug referred to him as “a little Napoleon”.

In 1998 Proffitt’s Inc. bought Saks Fifth Avenue and immediately changed the name of the company to Saks Inc. AdDept had been installed in all of the divisions, including Saks, although Carson’s was no longer using the system (as explained here). In 2000 Martin divided the company into two divisions. One was Saks, the other was everyone else. Martin then moved to New York and ran Saks with little success for a few years before he had to sell it and all of the other pieces of his crumbling empire.

Steve’s LinkedIn photo.

The people: I dealt mostly with Steve VeZain3, who hailed from Louisiana and LSU. He joined PMG in September of 1997. Steve had rather grandiose plans about managing the advertising departments of the various divisions. He made a couple of trips to visit TSI to discuss some of them. Only a few of those were ever put into play. I have rather extensive notes dating from 1999 about our interactions.

Steve’s wife worked in the same building in Birmingham as he did, but I think that she was a buyer or maybe the boss of buyers for the Parisian.

Steve took me to supper several times when I was in Birmingham. His favorite restaurant was Joe’s Crab Shack. I think that his wife accompanied us on one occasion.

I fond the above photo after I had posted this entry. I think that it must have been taken in 1996 or 1997 after the installation at Younkers but before the installation at Proffitt’s. I have no memory of this meeting, but attached post-its identified the participants. From left to right they were Tom Henry from Proffitt’s, Roger Wolf from Younkers, Tom Waltz and Cindy Karnoupakis from Proffitt’s, a guy named Chris from Younkers, and Steve VeZain.

Josh.

One of Steve’s first moves was to hire Josh Hill, a native of Minnesota who was a recent graduate of the University of Alabama at Birmingham. In fact, Despite his accent, Josh was designated as Mr. UAB in 1997.

I spent a fair amount of time with Josh at various divisions. Steve sent him to oversee some of the AdDept installations, and he accompanied Steve on at least one of his visits to TSI.

Josh liked to lift weights and to ride his motorcycle at high speeds. I don’t know why he (or anyone else who grew up north of the Mason-Dixon line) decided to come to Birmingham for his education.

In late 1999 my sister, Jamie Lisella, quit working at TSI and moved to Birmingham to work for Steve VeZain at PMG. The circumstances have been detailed here.

In January of 2000 Jamie told me that Josh’s car had been involved in a serious accident, but he was OK. She also informed me that the employees at Saks Inc. were allowed to sign on to the Internet, and many of them wasted a lot of time there.

Kathy in her cubicle.

I have only sketchy memories of others who worked at PMG (or whatever it was later called). Kathy D’Andrea kept the corporate books for marketing. I don’t remember her, but I found a photo of her. One of the documents that I found mentions that she would be at Herberger’s at the same time that I was scheduled, but I do not remember seeing her there.

Dave Weeast was in charge of the AS/400’s for all of the divisions. We dealt with him fairly often, but I don’t think that I ever met him. I think that he worked in Jackson, MS, for Windell Manuel5.

Corky’s LinkedIn photo.

I have no recollection of Corky Wicks6, who worked as a business analyst for the company from 1997-2006, but his name is in my notes.

By March of 2001 Jamie had left Saks Inc. I found an email from her to Dave Weeast and Windell Manuel, about the five AS/400’s that had been running AdDept.

What was the purpose of PMG? I had the impression that it did not have a specific agenda. Perhaps the idea was to impose standards upon the advertising departments of the divisions that had, in most cases, been operating independently for decades. What standards? I think that was a big part of the problem. TSI probably did not help. One of our selling points was that the system was easily adaptable to different philosophies of the administration of marketing. Some of the procedures used by the divisions were real outliers.

I think that Steve, Josh, and Jamie had all left Saks by early 2001. Perhaps the marketing group itself had been disbanded. The other organizations that we had worked with had nothing that was similar to PMG.


SPM: All five divisions (and even Saks Fifth Avenue) had been using an ad agency named SPM to place their newspaper ads. Saks dropped them some time in 1997 or 1998. All of the divisions hated working with SPM. Steve decided to drop them in the Spring of 1999. This was a break for TSI. All the divisions suddenly needed to produce insertion orders. We were rapidly able to implement insertion orders and faxing without too much difficulty.


Three interesting visits: This event was not mentioned in my notes, and so it probably happened before July of 1999. When I arrived in Birmingham on the first day of that visit Steve told me that he wanted me to attend a demonstration of a system that was being used for some aspect of either creation or production of ads at Carson’s.

The demo was conducted by two people from a software company that I had never heard of. These two guys were accompanied by Ed Carroll, who was still the Senior VP there. I knew him fairly well. He was the SVP at P.A. Bergner when the company declared bankruptcy in the middle of the AdDept installation. When Ed Carroll saw me he greeted me with a sarcastic “What are YOU doing here?”

I wasn’t quite sure myself. Steve had said that they were interested in implementing an interface with AdDept. After the demo—which I did not think was very good—I went to wherever I was supposed to be on this trip, probably upstairs in the Parisian advertising department. I later asked Steve if he wanted me to pursue this and quote an interface. He quickly dismissed that idea.

On another trip the SVP of advertising for Herberger’s—I don’t remember his name—was there for a meeting. At the time Herberger’s was about open two new stores in the Minneapolis area. They had scheduled an open house to hire people to work in the stores, but they had forgotten to run ads in the local newspapers. He spent several hours on the phone with local radio stations dictating copy to them and begging them to run ads for his company. I found it amazing that he did not trust anyone back in St. Cloud to handle this for him.

I also encountered the advertising director from Saks Fifth Avenue, the company that had just been acquired. I don’t remember her name, but at the time I knew her fairly well. I always wondered why she was in Birmingham that day. Maybe they were just telling her not to worry about any interference in the way that SFA did business.


The big project: At the end of July in 1999 Steve and Josh came to TSI’s office and described how they wanted a system for the corporate marketing group that was fed by the other five systems. Apparently they were able to sign on to the systems and get some of the information that they wanted. However, they wanted all of this to happen automatically when the departments closed their books at the end of the month.

I could see many problems. The divisions did not all play by the same rules. The May Company and Macy’s had methods of standardizing the reporting of their many and diverse divisions. I knew that some of the Saks Inc. divisions were keeping their records in ways that were anything but standard. I am not sure that some of them were even legal. This sounded to Denise Bessette and me like a huge amount of work with no evident benefit.


Problems at the divisions: My notes from 2000 foreshadow some big problems that were beginning to appear:

The infrastructure at the divisions needs attention. Each division has only one printer, and it fails often. They should get the most recent version of Client Access and set up sessions for the printers (at least some of which were put on the Mac networks for some reason). Some divisions use a version of 5PM Mac software that has bugs. Dave Weeast is in charge of all of the AS/400’s in Saks Inc., and he is hard to get in touch with.

The divisions cannot approve requests unless they take it out of their own budgets, which they will do under practically no circumstances. The current process for approving requests is difficult. The divisions request something. Denise and I write a description of it and send it to Jamie. She runs it by Steve when she gets a chance. There are dozens of issues from the divisions from the pre-Jamie period that have never been addressed. If Steve thinks there is some merit in the request (which usually means that one of the Senior VP’s has been yelling at him), he tells me to quote it. I quote it and send the quote to Jamie. She tries to get Steve to look at it and approve it.

I can’t look at hobbles, and I can’t stand fences. Don’t fence me in.


The email: By 2000 AdDept systems had been installed on separate AS/400 systems in Des Moines IA (Younkers), Alcoa TN (Proffitt’s), Jackson MI (McRae’s), St. Cloud MN (Herberger’s), and Birmingham (Parisian). When the responsibility for advertising for McRae’s was transferred to the Proffitt’s division, and the ad scheduling for Herberger’s was moved to the Carson’s division, Jamie arranged for the McRae’s and the Herberger’s AS/400 systems to be shipped to the computer room in Birmingham. I know this because I was a cc on an email that she sent to Dave Weeast and Windell Manuel on March 29 of 2001.

Dave, Windell,

I understand there is some confusion regarding the location and status of the five AS/400’s that I administered. I will be happy to work with the two of you to facilitate any restructuring of these systems. I would prefer to communicate only with you, as I have not had much, if any, cooperation from the personnel in Birmingham and I am tired of doing charity work. I reviewed this information repeatedly with management and IT staff at Saks Inc. prior to my departure. I would like to reiterate that sending one of these AS/400’s to Jackson for their big ticket system was being done as a favor.

There are three systems on hand in Birmingham; PARADV, HERBADV and MCRAEADV. All three boxes are located in the computer room on the second floor. The PARADV system is active and used by the advertising department of Parisian. Operating system level is V4R2, but the upgrade package V4R4 is on hand in Birmingham.

HERBADV and MCRAEADV are the surplus AS/400 systems due to fusion. I had these boxes transported to Birmingham last fall and upgraded the operating systems on both to V4R4. The IP addresses for network connection for these systems has been issued through Jackson and changed on both of the AS/400’s. However, the connection failed. I had been working with Jerry Aultman in Birmingham’s IT Department to get this resolved. My hunch is that the problem lies with the DNS entry, or lack thereof. Additionally, the advertising personnel also utilize the IBM FAX/400 product which requires installation of an inbound and outbound fax line via 7852 modem.

I ordered these lines through Jeff Bass. Although I provided him with account numbers to pay for installation and usage on these lines, as of my departure on 3/14, I had not been advised that they were installed and functional.

The fourth system, YNKADV, is physically located in Des Moines. This machine is an older model 40e. This is the system I had planned to ship to Jackson for the Big Ticket application. Before it can be shipped, the network connection on the HERBADV AS/400 must be resolved and the MAC connectivity issues addressed. Two phone lines must be active. The base AdDept software application is intact on this box. The data libraries for TSI’s AdDept application need to be copied and installed. TSI will need to consult on this process, as well as the installation of any subsequent custom software programming and the fax configuration. I have cleared out the user profiles on the HERBADV box and added the current Younkers’ users.

I had also planned to move the existing PROFADV system (located in Alcoa, TN – V4R2- also an older model) to the MCRAEADV box. The MCRAEADV system holds the base software previously used by McRae’s advertising personnel. This will be an advantage on the software side. Once again, the network, phone, fax and software issues described above apply to PROFADV, also.

All of these AS/400’s are covered by a software subscription valid through December, 2001. PARADV, HERBADV, MCRAEADV and PROFADV are all covered by a one-year, 24 x 7, focal point contract for IBM hardware and software. The YNKADV system is set up on monthly maintenance, so that the monthly payment could be assumed by Jackson after it is transported there. However, I did purchase a software subscription for YNKADV, so the Jackson personnel could order the OS upgrade at no cost. Mike Wavada at TSI should be able to assist with any questions regarding the IBM maintenance, as they were purchased through his company as a business partner with first right of refusal.

If there are any additional issues, please let me know.

I found this email remarkable. I don’t remember what model of AS/400 Younkers had, but there was never a model e40. However, the most remarkable thing was that Jamie had, at least according to this email, arranged for the two boxes to be shipped from St. Cloud and Jackson. I doubt that anyone cared much about the box in Herberger’s advertising department, but the one in Jackson was in the corporate data center. I cannot imagine how she had managed to get it out of there. It took a lot of chutzpah and, I imagine, some maneuvering.

After Steve, Jamie, and (presumably) Josh left Saks Inc. in 2001, we still had rather good relationships with the advertising people at Younkers, Proffitt’s, Parisian, and, especially, Saks Fifth Avenue. We were never able to convince Carson’s to use the AdDept system even after the division was purchased by the Bon Ton, which had been using it for years.


1. Incredibly, Brad Martin has no Wikipedia page. A biography is posted here.

2. Beautiful photos of this building were posted here. It is apparently occupied in 2022 by Evonik Industries.

3. I don’t think that I ever got to meet Fran Jose. He does not appear to have a LinkedIn page.

4. Steve VeZain left Saks Inc. in 2001. His LinkedIn page is here.

5. 6. Windell Manuel’s LinkedIn page is here.

6. Corky Wicks LinkedIn page is here.

7. SPM was affiliated with an agency that handled newspaper advertising for Sears and a few other retailers. The two agencies were across the street from each other. I met with them when I visited Sears. That adventure is recounted here. In 2023 SPM was still in business. Its website could be found here.

1991-2006 TSI: AdDept Client: Hecht’s

A May Co. division with headquarters in Arlington, VA. Continue reading

In 1991 I received what probably was the most welcome business telephone call in my life. At the time TSI had only two AdDept1 clients, Macy’s Northeast2, and P.A. Bergner & Co.3 I had recently sent to the advertising directors of several dozen other large retailers a letter that described the AdDept system and the positive effects that it had produced at its first two installations. The phone call was from Barbara Schane Jackson4 of the Hecht Company, a department store chain in the mid-Atlantic area. I did not realize it before that first call, but Hecht’s was one of the divisions of the May Company.

Barbara explained that the advertising department was looking for a system that would handle its administrative requirements. She emphasized that it absolutely must be able to produce the data for the 790, a monthly report required by the May Co. that broke out advertising expenses and co-op at the CCN5 level. She explained that at the end of every month the financial area of the department struggled to get the report out by combining the data from many spreadsheets. They were barely able to do this by leaving six or seven PC’s running all night. There were two big disadvantages. 1) If anything went wrong, they had no plan B. The May Co. required them to file the report within a week after the end of the month. 2) Hecht’s had recently acquired more stores, and they anticipated more acquisitions in the near future. Their PC approach probably could not handle the additional load.

When I assured her that this sounded feasible, Barbara invited us to visit their headquarters in Arlington, VA, and, if possible, do a demo of the system. This was music to my ears. Not only was Hecht’s a very well qualified prospect for the AdDept System. If we did a good job, we would have a much better chance of signing up the eleven other divisions of department stores owned by the May Company that were all very well-qualified prospects for the AdDept system .

Our marketing person at the time was Tom Moran6. Sue Comparetto, Tom, and I drove down to Washington in Sue’s Saturn station wagon. We certainly could not have afforded to buy three round-trip plane tickets at the time. We stayed at a Motel 6 in Maryland just outside of Washington. We could afford nothing better. Actually we could not afford that.

Hecht’s Ballston store.

I don’t remember too many of the details about the visit. We met in Hecht’s Arlington store, which was in the Ballston Common Mall. In addition to Barbara and the advertising director, whose name was, I think, Steve, we also probably met with the media, production, and finance managers. Barbara certainly provided me with all the requirements for the 790 report. It did not seem too daunting. The rules were more complicated than the ones that Macy’s used for their reports by Vice President, but the principles were very similar.

Barbara at some point demonstrated the process that they used at the time, which involved Lotus 123 spreadsheets. I could not believe how adept she was at the use of this product. Her fingers flew around the keyboard executing commands and macros.

After my demo the sale was in the bag.

I did a demo for them at an IBM office in . Barbara later told me that she and Steve had serious doubts about how the answer to their problems could possibly be this ugly. She might have been referring to my appearance, but I think that they were most likely underwhelmed by the AS/400’s7 green screens and the pedestrian nature of its reports. There were no graphics of any sort anywhere. The only flash that my presentation had was how fast the screens appeared. In those days users were accustomed to substantial delays going from one step to the next.

The proposal that I wrote for Hecht’s was much more detailed about the contents of the first stage of the installation than what I had submitted to Macy’s or Bergner’s. We recommended, as I recall, that they purchase a model D10, a box that was considerably faster than TSI’s developmental system, but probably not as fast as the one used by Macy’s and Bergner’s.

The hardware determination was largely guesswork. IBM did not provide the usual performance numbers about its systems. For example, there were no statistics about the clock speed of the processors. I later came to understand why IBM did this, but at that time it seemed very strange that two different models actually had the same processors. The only difference was that the more expensive one had the capacity for more disk drives and memory cards. It did not come with these features; it merely had a way to attach them. I always recommended the more economical system unless the client really had a need for those drives or cards.

The installation began in October of 1991. The process of integrating the necessary changes was, as expected, difficult. However, it was never unpleasant. Barbara was a superb liaison, and most of the modules went in with no significant problems. The changes that I had to make to the cost accounting8 programs caused me quite a few headaches.

At one point I tried to document the steps of the “explosion” process—TSI’s term for the set of program that created the detail and summary files used by the programs that produced the 790 report. I quit after I had produced ten pages. I was not close to finished, and the result was totally unreadable. Every sentence started with the word “If”.

A major enhancement for Hecht’s provided for different types of costs being allocated in different ways. This required establishment of a table of allocation codes as well as an interface with the mainframe’s sales system to obtain the sales by department for the month. We also provided for a set of reconciliation programs to check the consistency of the results.

I distinctly remember two of the first attempts that we made to generate the cost accounting files. In both cases, Barbara submitted the program to run in batch mode (not tying up any input devices). I was in Enfield, but my AS/400 session had “passed through” to Hecht’s system. At the same time I was on the phone with Barbara.

Angus Podgorny was humanity’s last hope at Wimbledon.

In the first instance I was a little bit worried about how large the detail file that the system created might become. I monitored it and what the percentage of the ads that the program had already handled.

After just a few minutes I realized that the file was becoming very large very quickly. “Oh, no!” I warned Barbara. “The program is eating up the disk like the Blancmange! You’ve got to go to the system console and kill the job immediately.”

I am not sure whether Barbara understood the Monty Python reference (in which a Blancmange from planet Skyron of the Andromeda Galaxy eats people in order to win Wimbledon), but she laughed anyway. She certainly knew what a blancmange was; she had actually majored in French. She killed the job in plenty of time, and I deleted the records in the file.

The disk-gobbling program could have been a serious problem. If the the system’s disk drives had approached 100 percent usage, I am not sure what would have happened. It would not have been pleasant; we almost certainly would have had to involve IBM. After the job was killed, and the file was whittled down to size, I had to change the program to summarize in a few places where it had been writing details. This was a major repair, and it took me a while.

Not this guy.

The second incident involved some kind of tricky allocation that I had not anticipated. I don’t remember the details. Barbara had already called two or three times to report that this aspect of the program was not working correctly. Each time I thought that I had fixed it. In the last call I admitted that “I just can’t seem to get this right!” I did not mean that I was giving up on it. In fact, I found the final problem in less than an hour after acknowledging my failures.

When we got the cost accounting program to work perfectly, Hecht’s was very happy.


The airport is at the bottom of this map. Taking the Metro was fine unless there was a problem.

I made quite a few trips to Hecht’s during the first phase of the installation. There were direct flights from Bradley to National Airport in Washington on US Airways. From the airport I took the Metro or a taxi to Ballston. I could be at Hecht’s before business hours, a feat that I could never manage at Macy’s, which was less than half as far away from Enfield.

If my visit was for more than one day, I generally stayed at a Comfort Inn that was within a few blocks of the mall.9 I always left the hotel early in the morning. I bought a Washington Post from the dispenser just outside of the mall—for twenty-five cents! I then took the escalator down to the food court and bought a Big Breakfast or an Egg McMuffin and a large coffee from McDonald’s. I ate my breakfast while reading the Post. I also drank about half of the coffee.

Coffee in hand, I rode the escalator back up. I then entered Hecht’s through the employee entrance, signed in, and took the elevator up to the advertising department. I worked mostly with Barbara. She did most of the training or the other users.

About half the time Barbara and I ate lunch at a restaurant in the mall. It was called the American Restaurant or something similar. We talked mostly about the installation and related matters. She knew that I went jogging in the evenings when I was there; she was surprised that I could survive without my glasses. She was a swimmer. The ropes that marked the lanes evidently kept her from getting lost.

She also told me something about needing to use a shop-vac on one occasion.

All of this seemed a little strange to me. Her husband, Kevin Jackson, also worked in the advertising department. My recollection is that he was an art director; he had no contact with the system. He never came to lunch with us.

Barbara resigned from Hecht’s in May of 1993 to work for Barrister Information Systems, a company that created and marketed a software system for law firms.


After Barbara left, Hecht’s continued to use the system, but they did not ask us for much more work, and they did not take advantage of many of the programs that they had. I do not remember the names of very many employees. In fact, the only one whom I recall was Ellen Horn, and that was mostly due to the fact that I saw her so often at her next stop, Belk.

I discovered quite a few notes about the account that covered the period from 2000-2003. I have somewhat vague memories of some of them. Here are some of the people who were mentioned.

Jim Tonnessen surrounded by his computers.
  • Jim Tonnessen10 was our liaison at the turn of the century. I think that he also managed the department’s network, which was installed after AdDept was functional. Jim took a job with UUNet in February, 2000.
  • Jim was replaced by Clint Gibson, but he also departed in August of the same year.
  • The nexttechnical liaison was Sam Wiafe, who was later known as Kwadwo.11 I guess that he knew computers, but he knew nothing about AdDept, the AS/400, or the needs of the advertising department. The IT people tried to implement a firewall for the AS/440 in order to control access. It was a silly idea that angered me a little.
  • Jennifer Jones12 was the manager of the advertising business office in 2000. Chris Dechene13 held that position before her. I made a trip to Hecht’s in June of 1999 for the specific purpose of getting Chris acquainted with the cost accounting programs. One of the problems that we encountered at Hecht’s was that the financial people were rotated around every two years. So, as soon as anyone got a good handle on the cost accounting process, we could expect them to be transferred to another area. These people also were not exceptionally good at documenting their procedures.
  • Prior to 2000 Hecht’s for some reason did not use one of AdDept’s best features, insertion orders for newspaper advertising. On a trip there in that year I met Renee Gatling14, Ellen Rison, and someone named Sharon. Renee was already pretty good at getting around in AdDept. I convinced them that they should be faxing their orders using AdDept.
  • By the end of 2000 I think that our primary liaison at Hecht’s was someone named Amy. I don’t remember her, but when we installed the Media Management + interface for broadcast, she was involved. The broadcast buyers at that time were named Krista and Tiffany. I found their names in my notes.
  • In October 2002 Brian Kipp, whom I had worked with at Meier & Frank, became the planning manger in the advertising department. Carolyn Thompson and a woman named Renée worked for him.
  • I spent a good deal of time on one visit with Rene Basham15, who was the manager of the advertising business office. I was astounded to learn that she had not been using the reconciliation process that we set up for the cost accounting. I went through this with her and also worked on documenting the process for the next person who was rotated into the slot.

In looking through the notes I discovered two other interesting things. The first was that Hecht’s used a product called Wam!Net to deliver its ads electronically to the newspapers. The Associated Press developed a product called AdSend, which most large advertising departments used. At the time (early 2000) TSI was beginning to roll out our AxN16 product for insertion orders via the Internet, and we were contemplating using the connection that the program established to send ads as well.

One day while I was at Hecht’s in 2002 the performance on the machine was terrible. In the notes I had attributed this to CFINT, an IBM program that I had completely forgotten about. It was a misbegotten effort from IBM to make customers pay more for use of the system for interactive jobs than for batch jobs by slowing the entire system down if the percentage of CPU used by batch jobs was too high!

The main effect of this effort, as far as I could ascertain, was to infuriate the customers. It is possible that the real motivation was to prevent the AS/400 from encroaching on the sales of other IBM systems.

I have one other peculiar recollection. At some point after 2002 I was in the office on a Saturday. It must have been November, and I must have passed through to Hecht’s system to help someone there with a problem. We exchanged a few messages. I then whimsically invited her to come the following day to a big party that I was throwing to celebrate the divestiture of the foliage on the nine maple trees on my property. I recommended that she recruit a bunch of people with their own rakes. An early start would reward them with the spectacular view of the sunrise from the New Jersey Turnpike. I reckoned that they should have time for six or seven hours of New England’s favorite autumnal sport before returning home. They could make it back by midnight unless they encountered traffic.


On February 1, 2006, Federated Department Stores, which had purchased the entire May Co., dissolved most of the former May Co. divisions, and the existing Hecht’s stores were divided between Macy’s East and Macy’s South. Few, if any, employees from Hecht’s headquarters in Arlington went to work for Macy’s.


1. The design of the AdDept system is described in a fair amount of detail here.

2. A description of the Macy’s installation has been posted here.

3. A description of the installation at Bergner’s can be read here.

4. Barbara Schane Jackson has her own consulting firm in 2021. Her LinkedIn page is here.

5. Every department was assigned to exactly one CCN. The CCN’s were the same for each division of the May Company. The N stood for number, but I don’t think that I ever knew what the two C’s referred to.

6. More information about Tom Moran’s career at TSI can be found here.

7. The AS/400 was a multi-user relational database computer introduced by IBM in 1988. It is described in some detail here.

8. In AdDept we used the term “cost accounting” to describe the process of allocating costs to departments (or, in some installations, stores) for the ads in which their merchandise appeared and the cost of more generic ads (called “storewide”). This was a complicated activity that would require a small army of clerks if not done on the computer. Although the May Co. had precise rules about this process, it was almost impossible for the smaller divisions, which ran just as many ads (in fewer newspapers) and had just as many departments, to accomplish it within the deadlines. They therefore cut corners.

9. The mall is now called Ballston Quarter. It was (pretty much) closed down in 2016 and reopened in 2018. The hotel is still nearby.

10. In 2021 Jim works for Lockheed-Martin. His LinkedIn page is here.

11. Kwadwo’s LinkedIn page can be viewed here. In 2023 he was working for Inova Health Systems.

Bridge author.
Oscar winner.

12. Jennifer Jones works as treasurer of a school. Her LinkedIn page can be found here. I wonder how many of her acquaintances have also seen The Song of Bernadette, the movie that won the actress Jennifer Jones an Oscar, and read all thirteen of the articles championing Losing Trick Count in the Bridge Bulletin written by the bridge expert Jennifer Jones. Not many, I wager.

13. Chris Dechene’s LinkedIn page is posted here.

14. Renee Gatling’s profile on LinkedIn can be found here.

15. Rene Basham is still in the Washington area. Her LinkedIn page is here.

16. The design of AxN is described in some detail here

1989-1993 TSI: AdDept-Camex Interface

An exciting new feature. Continue reading

The first time that I ever heard the word “Camex” was when I was researching the requirements for the first installation of TSI’s AdDept system1 at Macy’s East2. One of the job titles that Macy’s used for employees assigned to production of a newspaper ad was “Camex operator”. I asked Alan Spett, a vice president at Macy’s who was our principal contact during this period, what a Camex was. Alan told me that Camex was a company in Boston that had designed and implemented software and networking for workstations from Sun Microsystems. The workstations were used by many newspapers and some of the largest newspaper advertisers to help with the design of pages to appear in newspapers.

I later did a little research on the company. It was founded in 1974 by George White and a partner whose name I never discovered. The first customer was the Boston Globe. Once that installation stabilized, the company grew dramatically by selling expensive systems (roughly $2 million each) to newspapers around the country and then to large retailers.

In 1989 the company was sold to DuPont, the chemical giant. George White stayed with the company until 1993.

Camex had a booth near TSI’s at the Retail Advertising Conference in Chicago that Tom Moran3 and I attended in 1991 or 1992. Our booth was the smallest allowed. Camex’s booth, which was near ours, was perhaps ten times larger. They must have brought twenty salesmen and lots of workstations and network servers.

Alan may have voiced an interest in creating an interface between AdDept and Camex in those early days. However, it was included in neither the original installation nor the first set of enhancements.

Dan Stroman, TSI’s contact for the AdDept installation at P.A. Bergner & Co.4, told me that Bergner’s wanted to implement an interface between AdDept and Burgner’s Camex computers. I told Dan that Macy’s might also be interested in such an interface, and I gave him Alan’s telephone number. The two of them agreed to make a joint project of the interface.

My recollection of the details is fuzzy. I think that AdDept was supposed to create a file that contained all relevant production job information for jobs in specified ad types that had not yet been released. Camex would create files for AdDept that indicated job steps had been completed on those jobs.

There were many issues to resolve.

  • What was the naming convention for jobs on Camex? That field would need to be added to the AdDept database.
  • Should AdDept require that each Camex job name be unique? If not, will uniqueness be enforced at the time of the interface? If not, how will Camex handle two jobs with the same name?
  • Should the source for the interface file from AdDept be the live database or the history records?
  • Are history records for the interface itself necessary?
  • How should AdDept tell Camex about jobs that have been killed?
  • What if the size or shape of the ad had changed?
  • And so on.

There were also technical details about the nature of the interface files. IBM’s PC Support program for the AS/400 could be used to transfer data to and from a PC, but it probably would not work with a Sun workstation. So, a PC would probably be necessary between the Sun Workstation and the AS/400.

My recollection is that two meetings were held at Camex’s headquarters at 75 Kneeland St. in Boston. The first was mostly just to get acquainted and set an agenda. I have no notes from these meetings, and I don’t remember anyone’s name. I seem to remember that Alan may have attended. Sue Comparetto and I drove up to Boston. Camex’s office was very close to Chinatown, and the Camex people treated us to lunch at one of the nearby Chinese restaurants. My other vivid recollection is of my wonder at what Camex had accomplished in a fairly short time.

I am pretty sure that Dan attended the second meeting. Sue and I definitely drove up from Enfield. This meeting was disrupted by a fire alarm. Everyone was asked to abandon the building and stand around in a nearby parking lot. It does not take much for me to be cold, and I was absolutely freezing. I am sure that we were outside for at least an hour. We finally did get to go inside for an hour or two. My recollection is that we made a little progress, but at the end I still did not know what data Camex was planning to send to AdDept. This was because the people with whom we were talking knew very little about the database portion of their system, and the database programmer was not available.

I wrote up a programming quotation for the portion of the interface that AdDept would initiate. I submitted the quote to Dan and Alan. They both approved it. I even started work on it.

Then a very strange thing happened. The person who served as the client liaison at Camex called Dan and told him that Camex had decided not to participate in the interface. They also volunteered to refund deposits that Bergner’s had made for additional equipment.

We got paid for the work that we did—luckily avoiding the bankruptcies of both Macy’s and Bergner’s. Shortly thereafter DuPont split Camex up into pieces and spun them off as separate companies. Camex did not last long after that.

I cannot remember where this happened, but I overheard someone at a large retailer talking with their rep from Camex. The rep said that Camex no longer recommended the Sun workstations. Instead they recommended that advertisers just buy Macintoshes and off-the-shelf software. I was both dumbstruck and disappointed. I had envisioned our relationship with Camex as a possible entrée to many excellent AdDept prospects. Sic transit gloria mundi.

The episode has an epilogue. A few years later I had a meeting in in Mobile AL with some programmers who previously worked at Camex and Gilbert Lorenzo, the advertising director at Burdines department store. That meeting is described here.


1. The design of the AdDept system is described in some detail here.

2. The AdDept installation at Macy’s East is described here.

3. Tom’s time at TSI, including our time at the RAC, is described here.

4. The ups and downs of the AdDept installation at Bergner’s are detailed here.

1990-1995 TSI: AdDept: The Installation at P.A. Bergner & Co.

She knows there’s no success like failure, and failure is no success at all.—Bob Dylan’s “Love Minus Zero/No Limit” Continue reading

In the early years of the marketing of TSI’s GrandAd system for advertising agencies I distinctly remember being disappointed that the second installation (at Potter Hazlehurst) was even more difficult than the first. This tendency was definitely repeated with the system for retail advertising departments, AdDept (design described here). The second installation, which was began in the spring of 1990, was much more problematic than the first.

I had never heard of P.A. Bergner & Co. I now know that the chain’s original store was in Peoria, IL. After it acquired the Boston Store chain in 1985, the company moved its headquarters to the upper floors of the Boston Store in downtown Milwaukee. In 1989 the company also acquired the Carson Pirie Scott stores. The corporate management of all of these stores, including all aspects of advertising, was handled in Milwaukee.

I was not yet familiar enough with the nature and history of American department stores to understand the importance of the timing of that last acquisition. Bergner’s advertising department was presumably given a budget to acquire a computer system to enable it to handle the absorption of the Carson’s stores. The money probably had to be spent in 1990. Any portion that was not spent vanished. Little or nothing for future years was budgeted. I came to understand these things later. I wish that the situation had been spelled out to me.

Moreover, Sue and I continually tried to portray TSI as a strong stable organization that was especially good at big projects. That was true a few years later, but in 1990 the company consisted of:

  • Me,
  • Sue Comparetto (who basically wrote checks, closed the books, and did presidential stuff),
  • Sandy Sant’Angelo, who could do simple programming, of which there was still quite a lot,
  • Kate Behart, who helped with marketing and served as day-to-day contact with some clients,
  • Denise Bessette, who worked only part time, all of which was devoted to projects for Macy’s East,
  • One or two administrative people.

The only way that the whole Bergner’s project could be implemented on time was for me to do almost all the programming work myself. The closest that I came to admitting this to Bergner’s was when I told them that Sue was terrible about time. Anything with a deadline had to come through me. Dan Stroman was quite taken aback when I said this. I was also pretty shocked when I had discovered this, but there was no sense in denying it.

Maybe I should try to grow a big white mustache.

Several IBM reps were involved in the sale of the AS/400 for the AdDept system to Bergner’s. The one whom I remember best was Sue Mueller. One of our last meetings took place shortly after the trip that Sue Comparetto and I took to England (described here). Sue brought to Milwaukee a copy of the magazine. When Sue Mueller saw my picture on the cover, she literally did not believe that it was a photo of me.

My recollection is that IBM sold Bergner’s a model B30 of the AS/400, the same machine that Macy’s was using. I think that it also had the faxing software and the modem that it required, and it definitely included OfficeVision/400, the word processing software.

Our primary contract person at Bergner’s during the negotiations was Dan Stroman1, who was either the advertising director or the production manager. He arranged for me to meet with the individual managers—production, ROP, direct mail, and business office. Either I did not do a very good job of collecting the requirements from them, or they did not do a good job of describing what they needed.

We tried to emphasize to Dan the importance of having one person designated as the liaison between TSI and the users. At first he wanted the liaison to be a person from the IT department. However, everyone agreed that the person whom the IT department assigned to the project, Kee-Huat Chua, would never have worked for many reasons. So, the job was given to Sheree Marlow Wicklund2, who at the time was the manager of the merchandise loan room.

I don’t think that in 1990 TSI yet owned the tools to produce detailed design documents. If we did, we certainly did not use them for that purpose in this installation. I merely described in the proposal what we planned to do.

The project was focused on quite a few things that required significant design changes.

  • Bergner’s stores had four or five logos (the name on the store’s signs). So, a table for logos had to be created, and separate versions of each ad were needed for each version of an ad.
  • On some pages of some direct mail catalogs and newspaper inserts the merchandise varied by market. That is, one “block” on a page might show items from one department in one market and different ones in others. Bergner’s called these “swing pages”. Providing a way to handle them meant, among other things, that the entire approach to measuring books needed to be rethought.
  • Bergner’s wanted to use the system to “traffic” production jobs. We proposed to do this by defining lists of steps, which we called “production schedules” and “timetables”—date relationships to the release date (the date that the materials were delivered to the printer or the newspaper). This approach worked well for setting up the original schedule, but the traffic coordinators did not like to use it, and I never did figure out how we could make it more useful for them. Sheree was certainly of little help.
  • Macy’s newspaper coordinators ordered their space reservations by phone. Joyce Nelson3, the newspaper manager at Bergner’s, sent a schedule to each paper once per week with all the ads, positioning requests, and other notes for every ad to be run in that paper over the next week. She wanted the system to fax them all. I was very happy to add this feature.
  • Bergner’s employees wanted to be able to record comments in many places. These requests were often difficult to accommodate. I devised a trick to handle some of them. IBM’s office-vision software had the ability to run programs within documents and to display the output sent to an output queue within the document instead! The parameters for the program could even be included in the document. So, a form letter could be created for sending detailed information about an ad to a group of people. The text surrounding the report could be changed every time. I especially liked this approach because I was fairly certain that it could not be replicated on any other system.
I was signed on to our B10 all day every day.

By the time that the software was delivered, TSI had a small AS/400 in its office, and we quickly established peer-to-peer communication with Bergner’s system. This allowed us to sign on to their system from TSI’s office and to send programs directly from our AS/400 to theirs over the phone lines. I worked all day on programs in TSI’s office and installed the ones that I deemed to be working early in the morning. This was feasible because our office was an hour ahead of theirs.

I communicated with Sheree via the AS/400’s messaging system, which supported both plain text and word processing documents. Kate communicated with Sheree by telephone. I expected Sheree to interact with the users and managers personally. Instead they had weekly meetings that all the managers attended. They appear to have been mostly gripe sessions. Sheree took notes and sent me a list of the issues reported. She did not send one document per area; all areas were included on one document.

I liked the idea that we received a written record of the issues, but my responses expressed my exasperation at some of them. Often users were still complaining about things that I was positive had been fixed. In other cases they had changed their minds about decisions that they had previously made and we had implemented. I responded to all of the issues that Sheree had sent in one document. I did not anticipate that Sheree would share all of my responses with all of the managers. I guess that I should have anticipated that possibility, but I had not worked at a large company for seventeen years, and the meetings at Macy’s were usually limited to one area at a time.

At any rate, I ended up on several shit lists because I responded negatively in print to some managers’ comments, and all of the other managers got to read. It never occurred to Sheree that if I had wanted everyone to read my answers, I could easily have sent the document with the responses to each of them.

More than a scribe.

Privately I was outraged that Sheree had violated what I considered to be a special relationship between the developer and the liaison. I expected her to be a strong advocate for the system when working with the users and an equally strong advocate for the users when speaking with us. She evidently considered herself more of a project manager whose responsibility was to organize and keep everyone informed. She did this. However, for such a complex system with such a compressed timeline, this was just not enough.

I talked with Dan about the situation, and I pleaded for a different liaison. He said that it was out of his hands. Ouch.

The installation at Bergner’s should have been a great success story. Some of the areas—notably the newspaper and loan room areas—were working very well in record time. The other areas proceeded much more slowly. I felt extremely frustrated by the incredibly inefficient process upon which Bergner’s insisted.

Bergner’s put the X back in Xmas.

Nevertheless, by the time of my visit in December of 1990 the ill will had dissipated to the point that they invited me to the department’s Christmas party. I could hardly believe it. A live band was playing. There was a mosh pit! The young people who worked in the creative and production areas were going crazy. The old fogeys with whom I dealt were much more subdued.

That evening Joyce Nelson asked me to give her a demonstration of my technique of throwing playing cards. She produced a deck of bridge cards, which are not as easy to throw as poker cards. However, I was sure that I could spin one at least twenty yards. Unfortunately, the ceiling was too low. To get a card to go a long way, its flight must describe a loop. I could not possibly throw a card at high velocity without it crashing into the ceiling or floor after a few yards. I had to demur, and I never got another chance to display my prowess.

Not for jugglers.

I located in our basement a few pages of memos written by me or Sheree about the installation. Kate had written notes in the margins. At a distance of thirty years (!) I could not understand the details of what was being discussed, but it was evident that I was trying to juggle a large number of balls at once. However, the use of the test system and the attitude of some managers made it seem like the balls were all coated with fly paper.

At some point in 1991 Bergner’s agreed that we had met the terms of the contract, which, by the way, was TSI’s simple version with only a few amendments. They made the last payment and also indicated that they also wanted to prepay TSI’s software maintenance for, I think it was, a year. They asked us to send them an invoice for this, but they wanted the description to be something like “Miscellaneous programming projects”.

The proverbial wolf was at TSI’s door again, and we had never turned down a check. So we did what they asked.

Bergner’s also approved quite a few enhancements that TSI had quoted. These projects were not covered by the original contract. So, I was still very busy with writing and installing all of the new code.

We used part of the money to hire Tom Moran to help with marketing. His role at TSI is discussed here. Perhaps I should have hired a programmer instead. I was more confident in my ability to produce an abundance of good code than my skill at closing sales. Also, I could not afford to devote the time necessary to train a programmer.


Bankruptcy: By August of 1991 Bergner’s had not sent TSI any checks in several months. We learned that the company had filed for Chapter 11 bankruptcy. My recollection is that they owed us more than $10,000. We had no experience with this; none of our previous clients had ever done this.

Our first experience.

Dan told me on the phone that Bergner’s would not be allowed to pay any invoice that was received prior to the default date and was still open. I realized immediately that they must have suspected that this was coming. That “miscellaneous” check was done that way so that we would be obliged to provide support for programming projects that they never paid for.

Maybe no letter?

I wrote them a letter that said that we intended to apply the money from the miscellaneous check to the projects that we had delivered but they had not paid for, and we would begin to bill them for software maintenance. The Senior VP of advertising, Ed Carroll3, was furious at me personally. Dan Stroman called me about the situation. He said that I didn’t know who our friends were.4 Well, he might have been a friend, but I don’t think that many people at Bergner’s qualified for that distinction. I told him that our legal advisers (Me, Myself, and I) said that money given on deposit like that could be applied to open invoices. Dan did not respond to that. Instead, he asked if he wanted us to continue as a customer. I told him that I wanted them to become a paying customer.

I don’t remember the details of the rest of this episode. We continued to support the users at Bergner’s. They asked for a few more projects. We felt compelled to bill them at higher rates to try to make up for the money that we had lost.

I learned later that much of the retail advertising community considered Ed Carroll a sleazeball. What his advertising department did with that invoice was probably illegal or at least against company policy. He resented that what I proposed would make him look bad.


Test Environment: I found a letter dated May 13, 1992 that Kee-Huat Chua sent to TSI. It began with these two sentence fragments.

As you are aware of PAB’s intention to set up separate program environments for the AS/400 system. What it entails: one environment for intensive testing by users and one environment for developer/programmer to perform units [sic] test on the program module(s).

It then describes electronic forms that we needed to fill out before we made changes to the system. After we sent the form to him, he would copy the entire production library and the entire data library to the test environment. When this would happen is not designated in the letter. It could not be done if anyone was using the system. So, presumably it would be done at night.

After the libraries were duplicated, we would be allowed to sign on and implement the changes. We were also supposed to test them and send him a memo documenting that we tested them.

I guess that the users would then test them, but the letter does not mention it. It also does not mention how the changes will get into the production environment.

However, it does emphasize (in bold print, capital letters, and underlines), “NO COMPILING OF PROGRAMS ALLOWED DURING OFFICE HOURS UNLESS UNDER SPECIAL CIRCUMSTANCES; when making program modification.” Those special circumstances are not described.

Kee also included a list or reasons why this approach would be good for “TSI/Programmer:”

– To better perform & concentrate on their development.
– Less interruption and delay for development tasks.
– Secure production application: AdDept.

Although I considered this additional requirement a breach of our contract, I did not feel that I could refuse outright. I was sure that no matter what the missing details were, it would slow down our delivery of projects that they had requested by 50 percent or more. It also pretty much excluded them from ever getting new releases of our software.

This time Dan called me. I told him that we could have done it using test libraries from the beginning, but the project would have been hopelessly behind schedule if we had. He replied that he thought that that was what I would say.

I didn’t say this to Dan, but I also knew that this approach guaranteed that we would be doing a lot of extra work for which we would not be compensated. I cannot imagine who would really benefit from this. The alleged benefits for Bergner’s were equally bogus:

– To stabilize the “live”/production system both in the short run and the long run.
– To adhere with PAB’s standard of implementing computer systems established by Management Information Systems
– To encourage more users involvement with the implementation of the application.

I was mostly thankful that they did not come up with the idea of inserting this guy from the IT department between us and their system while we were still working on the base system specified in the contract.

I made lots of mistakes, but I also fixed problems very rapidly.

This was a good example of why it always took IT departments ages to develop and install new software and why so many companies ended up outsourcing the IT department itself. My shoot-from-the-hip approach admittedly required some pain and frustration for a short period of time. However, it had worked extremely well in the ad agency environment, and it would also eventually prove effective in many other retail advertising departments.


If only it were that easy.

Documentation and Ease of Use: Macy’s East’s long and involved contract did not require TSI to provide written documentation of how the programs worked. Although they demanded a commission for any AdDept systems sold in the first year after it was signed, they considered the whole project a custom job.

I no longer possess a copy of our contract with Bergner’s, and so I cannot check on whether it specified anything about documentation or not. I doubt it. Producing a user’s handbook that covered every eventuality of every aspect of the system would have been an overwhelming undertaking that got worse with every program change or new module. Instead, I made a conscientious effort to try to make the system fairly easy to use.

  • The layout of all of the screens was consistent.
    • The top three lines of data entry screens described the purpose. The screen number was in the upper right corner.
    • If a new item was being created, the word “New” was also in the upper right corner, and it blinked.
    • If the item already existed, the user ID, date, and time of the creation and last change were displayed.
    • All binary fields required the entry of Y or N. The 5250 standards used by all of the terminals and PC’s did not support check boxes.
    • The options for all fields that would have had radio buttons on a GUI (graphical user interface)5 were listed on the screen.
    • Two function keys were available at all fields that were verified against the database. F2 produced a detailed description of the field. F4 called a program that allowed the user to list and from the existing entries. Exiting these programs returned the user to the original screen with the cursor position maintained.
    • All dates were entered in the form MMDDYY.
    • All fields were verified when the Enter key was pressed. Any entries that were not valid were highlighted, and the cursor was positioned there.
  • The format for all reports was as consistent as possible. The report number was almost always in the upper right corner.
  • A list of the names of the most important tables and their key fields was provided for querying purposes. The names of the fields was consistent from table to table.

The biggest gripes were the lack of a user handbook and that the system was not “intuitive”. I considered trying to write a handbook, but I could not figure out a way to do it. Furthermore, I could not even start on it until all the programming required in the contract had been completed.

In all honest, I have never seen a system that was intuitive. The text-based user interface, which the only thing IBM provided at the time, probably seemed difficult to people who had never learned the keyboard.

I thought of a few ways to provide better documentation later, and we provided them to both new and existing clients. By then, however, Bergner’s had decided to try to find a different system.


Camex Interface: We were not the only software developers who felt Bergner’s wrath. When the AdDept installation began, Bergner’s produced its ads using Camex software on very expensive workstations from Sun Microsystems. Macy’s East did, too. Both of them wanted Camex to work with us for a two-way interface between the two systems. The story of how this project never got off the ground is recounted here.


Epilogue: The story of the installation has at least four epilogues:

  1. I think that after the bankruptcy brouhaha Bergner’s hired Gary Beberman, who had done a fantastic job as our liaison at Macy’s East, to help them. He called me about it. I told him that they had a good system installed, but we did not get along with some of the people there. I told him about the restrictive process that IT had set up for me to use. He was sympathetic, but he had no advice about how to turn around. He also warned me not to use Bergner’s as a reference account.
  2. Bergner’s advertising department tried unsuccessfully to replace AdDept for years, maybe even decades. I went back there for something some time in (I think) 1992. Joyce told me that they now had two systems, a pretty one and an ugly one. She said that she preferred the ugly one that worked.
  3. Bergner’s emerged from bankruptcy in 1993. They paid us pennies on the dollar. In 1998 the company, then known as Carson’s, was acquired by Proffitt’s Inc., which later became Saks Inc. All of the other Saks Inc. divisions used AdDept. Carson’s was merged with Younkers and Herberger’s, which both had successfully used AdDept. The resulting entity was called the “northern division”. Saks Inc. sold the division to the Bon-Ton in 2005, which closed down all 267 stores in 2018. During that entire disastrous sequence of events Ed Carroll ran the advertising department in Bergner’s. Carson’s, the northern division of Saks Inc., and the entire Bon-Ton.
  4. Some time early in the 2000’s I unexpectedly ran into Ed and Sheree (?!) at Saks Inc. in Birmingham, AL. Steve VeZain, who was in charge of the corporate marketing group, had asked me to come there for some other reason. Sheree was cordial to me, but when Ed saw me he barked, “What are you doing here?” More about this event is documented here. I never saw Dan Stroman again. I have no idea what happened to him.

Miscellaneous: Here are a few things that I remember about the installation:

Lovable Bucky?
  • Dan and his wife had Sue and me over for supper on evening. She was a big University of Wisconsin fan. I remember her saying “How could you not love Bucky Badger?” I thought that Bucky Badger was ridiculous then. I have subsequently learned to hate him. The Stromans’ house was on a large pond. Dan had a boat. I don’t know why, but he revealed to me that he had had a vasectomy.
  • Bergner’s insisted that I stay at the Mark Plaza Hotel when I was in Milwaukee. It had a doorman. He held the door for me even though I always had a free hand. I guess that that was his job, but it annoyed me. I have always hated it when people offered an unsolicited service and then expected a tip.
  • One evening I tried to get some work done in TSI’s office, where I had “passed through” to Bergner’s system. After a while I became too drowsy to be productive. So, I intended to end my remote session. Unfortunately I keyed in PWRDWNSYS on a command line rather than ENDPASTHR. I accidentally shut down their system! I had to call the IT support line in Milwaukee and talk someone through starting it up again from the system console.
  • The German food in Milwaukee was unbeatable.
  • One day Dan Stroman, a guy from production whose name I don’t remember, and I went to lunch at a Thai place. I didn’t think much of it.
  • I had fun jogging down by Lake Michigan in the evenings.

Failure: This entry has made me think about the nature of failure.

For about thirty-five years I designed, wrote, implemented, documented, and supported software systems. In the fifteen-year period that we actively marketed AdDept, we had thirty-five installations. Of all of those, the only one that I would characterize as a failure was the one at P.A. Bergner & Co.

I probably made mistakes. I tried to work on everything at once. I wanted to provide each stakeholder in the department with something to show that we were making progress.

Perhaps I should have insisted on doing one media at a time. Would Bergner’s have accepted that strategy? Who can say? They put a lot of pressure on us to get the entire project delivered. They seemed to have underestimated how much new programming they wanted. I am certain that I never said that we had already written software that was not actually working, but we were definitely trying to be optimistic. We desperately wanted the job. Maybe some statements that we made got misinterpreted.

I often took the “one area at a time” approach in other installations. We usually started with ROP and quickly achieved successful faxing of insertion orders and printing of schedules. That served as a confidence booster. If we had achieved important objectives quickly, perhaps no one would have suggested that wretched test environment. That approach would probably have also eliminated the weekly committee meetings. If my reports had been to one manager at a time, I would have been more careful in my comments.

In some future installations I designed one-time programs to help with the initial loading of tables by reading in user-supplied spreadsheet files. It did not occur to me to try this at Bergner’s, and no one suggested it. I am not sure that they actually had any files that I could have used.

I learned my lesson. In all subsequent AdDept presentations, I emphasized what I called “our dirty little secret”, to whit, the biggest factor in determining the success of an installation was the person who acted as liaison. I also took pains to specify what precisely the liaison’s responsibility and traits should be.

I also recognized that I should never have put in writing anything even slightly derogatory about a third party. Thereafter I always assumed that everyone would read every word that I wrote.

I learned one other lesson from this experience. I needed to investigate prospective clients more closely. From then on I asked prospective clients why they had decided to pursue automation of their advertising department at this point in time.


I can’t be too hard on myself, however. I don’t know of anyone else who managed to automate two advertising departments of large retailers. Over the years I installed thirty-five AdDept systems.


1. I never saw Dan Stroman again. I have no idea what happened to him. I suspect that he must fallen out of Ed’s favor. He may have been blamed for selecting TSI to design and implement the administrative system and for the collapse of the Camex interface project.

2. Sheree (pronounced like Sherry) Wicklund now goes by Sheree Marlow. Her LinkedIn page is here.

Ed
Joyce

3. Joyce Nelson worked for the company until 2004. Her LinkedIn page is here.

4. Ed Carroll, one of the very few people in my life who really hated me, died in 2016. His obituary is here.

5. IBM did not provide OS/400 with a real GUI until more than a decade later, and even then what they suggested was slow, resource-intensive, and lame compared to what people were accustomed to on PC’s and Macs. TSI’s screens maintained the same format throughout the history of the company because we never found a way to convert the hundreds of screens that we had to produce something that was reasonably attractive. The approach that came closest was to write everything over in a language that used CGI for HTML files. That was how AxN worked.