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Microsoft Marketing Piece for Windowcraft: Man's First Tools is a stone hammer.Next came the metal age tools...And then, personal computers and MS-DOSAnd now Windows and Windowcraft (Shown)
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Apple ][ Computer
 

 

 

 

                

 


Description
My father brings home and Apple II from work and I learn my first programming language: Applesoft BASIC and 6502 assembly language.

My first real programming effort is a game called "Rock-Belter-Hounds".
 
What Did I Learn?
I have a strong interest in programming and computers.
 

 

 

 

 

 

 

Logo Floor Turtle

MIT A.I Lab

Description
At 16, my father pulls some strings with Marvin Minsky to work with the Logo Group at the A.I. Lab at M.I.T.  Projects include building a floor turtle, programming the logo interpreter on a DEC PDP 8 and early attempts to engineer systems that exhibit intelligence.
 
What Did I Learn?
I learn about basic electrical engineering and compiler design.

 

 

 

 

Colleges

Description
During the last two years of high school, I'm given permission to attend M.I.T.  Class credits are applied to my high school graduation.  I also attend Harvard for the "well rounded" subject areas such as English, etc.  I'm offered a job as a programmer and never finish my college degree.


  

 

 

Company Description
Investor's Micro, Inc. was a small startup run by an eccentric fellow possessed with the belief that technical analysis will predict the future of the stock and commodities markets.
 
Technical Highlights
As part of a small team of five software engineers, we create the first Personal Computer based portfolio management software.  The software was one of the first to trade electronically.

The software ran on Apple II's and integrated a 19.2 real-time ticker feed from satellites, the first Motorola 68000 single board computer and the first Number-Nine Hi-Resolution graphics card (640x480).
 
What Did I Learn?
I learn about multi-processor, real-time, multi-threaded application design and in-depth knowledge of technical analysis techniques of the securities and commodities markets.  I also become fluent in 6800 assembly language.
Investor's Micro Technical Charting
 

 

 

Accupoint Bed of Nails Tester

Company Description
Accupoint developed robotic automated test equipment (ATE) such as "Bed of Nail" testers for printed circuit board manufacturers.  A typical Accupoint system had six separate processors for the testing software and control of the robots.

I was part of a three-person management team in charge of development and production of all Accupoint Products.  I was in charge of software, with co-managers in charge of hardware and mechanical engineering.  The engineering department was staffed with 15 engineers.
 
What Did I Learn?
I learned 6809 assembly language and operating system's internals after porting OS9 (now used in TV set top boxes) to our proprietary hardware.

I also learned that programmers were paid reasonable well.
 

 

Keithley and the Series 500

Company Description
I joined Data Acquisition Systems (DAS), a startup, as software manager.  The company manufactured laboratory data acquisition hardware and software for personal computers.

The department had eight software engineers and a technical writer.  The company was acquired by Keithley Instruments.
 
Product Description
The company's product added 10 new slots to a personal computer for data acquisition and control.  Each slot can hold one of twenty-one different types of input/output cards (analog/digital conversion, digital I/O, AC power control, etc.).  The software controls the timing and flow of data streams to the hardware.
 
What Did I Learn?
I learned a great deal about IBM PCs and MS-DOS.  I also learned that if you have shares in a startup and an large fortune 1000 company buys it, you can make a lot of money.

Filenes

Company Description
I wrote the credit, accounting and billing software for Filene's (a large retailer New England, and subsequently purchased by Macy's) to help a friend at the company.  The software was written in four months and tested in three.  Concord Consulting, Inc. was started for legal and accounting reasons for this specific contract.

I use Concord Consulting whenever I am doing hourly consulting work.
 
Product Description
This product was Filene's Time Payment Accounts (TPA) billing system which records customer (POS) store transactions and generates monthly statements.  The system ran for more than 10 years, recorded millions of transactions, and never lost a penny or required a single bug fix.  The system is a distributed client server system running on IBM PC's.

The system automated a previously manual process and allowed significant savings for Filene's by staff reductions.
 
Technical Highlights
High Speed Database Engine
At the time, no PC database package could handle the performance requirement of this application.  I wrote a database engine with reversible transactions support and two phase commit.  Even the overhead of MS-DOS was to high for this application, so the software reads and writes directly to disk sectors in a similar way Microsoft uses a Swap file today for memory management.
 
What Did I Learn?
I learned all about accounting, account aging, credit authorization, collection, POS system, SKUs, and all things retail.  I also learned about building production systems that have to run every day for years on end.

PC GraphOver II

New Media Graphics

Company Description
New Media Graphics was the leader in video overlay and high-end graphics cards for the IBM personal computer.  Matrix Instruments, a leader in medical imaging and high-end digital file production, acquired the company.
 
Product Description
PC-GraphOver II
The PC-Graphover II allows IBM PC graphics to be superimposed on video from a video source such as a VCR or video disk.  The primary application for the hardware is multimedia based Kiosks or training applications.
 
Technical Highlights
Paint and Authoring Software
Software support included an authoring and paint software and graphics library for use with 'C', BASIC, PASCAL and FORTRAN.  Extensive support was provided for controlling external video sources such as VCR's and video disks.
 
What Did I Learn?
I learned how to manage a diverse group of people and professions.

Graflex

Product Description
GraFlex
The product concept was to compress a high-end sun workstation onto a single IBM PC card.  The Motorola MC68020 processor, 16MB of ram and the Hitachi ACTIC Graphics accelerator chip were chosen to accomplish the task.  The graphics performance was similar to today's 64 bit graphics cards (but in 1987).

Extensive software was developed to allow developers access to the MC68020.  This included porting the GreenHills 'C' compiler, linker and writing a linking loader, creating an extensive graphics library to support the Hitachi ACTIC chip, adding multi-processor support and a Windows device driver.

The product was a massive undertaking for a small software engineering group on a show-string budget.
 
Technical Highlights
Windows Video Device Driver
The worlds most unusual Window's device driver was written to support this hardware.  Windows running on the PC would call the device driver to issue a graphics command. The device driver would forward the command to the 68K where it turn would issue the command to the Hitachi chip.

Not all functions required by Windows were supported by the Hitachi chip requiring a lot of the standard VGA graphics device driver to ported to the 68K environment.  Of honorable mention, the BitBlt routine was particularly difficult.
 
The GraFlex product was the first example of Window's Symmetric Multi-Processor (SMP) (before Microsoft had even considered it). 
 
What Did I Learn?
I learned a lot about electrical engineering and that the level of effort in a product is often not commensurate with the return on a product.

VERSACAD

New Media Graphics

Product Description
VERSACAD
Versacad, second only to AutoCAD in the PC based CAD market was acquired by New Media Graphics to show off its GraFlex product.  The work done for this port later became the basis for the Macintosh and and other 32 bit versions of the CAD product.
 
Technical Highlights
The Port from Hell
Moving this product from a 16 bit 8080 Intel architecture to a 32-bit MC68020 processor was only one of the challenges for this project.  The source code was divided up to take advantage of the dual-processors (the host PC Intel processor and the 68020 on the graphics card).  In addition, the software was not layered well, and the display engine (which would now be hardware assisted with the GraFlex) had roots in all parts of the product.  If this wasn't bad enough, the Green Hills 68K compiler was not Microsoft compliant and numerous issues such as compatible libraries, pre-processor directives and general acceptance of syntax make this some of the ugliest programming I have ever done.
 
What Did I Learn?
I learned working with legacy code can be hell.

VIP: Very Important Presentation

New Media Graphics

Product Description
VIP Presentation Systems
The product is a multimedia presentation system for the executive boardroom.  I developed the product idea and business plan.  I was responsible for all hardware, mechanical design, packaging, software, production and marketing of the product.  The budget for the product was $2.5M.  The VIP creation software was very similar to today's Microsoft PowerPoint.
 
Technical Highlights
An Amiga in wolf's clothing
The heart of a VIP system is an Amiga 500 computer.  The Amiga floppy disk was replaced with an IBM PC 1.2M floppy drive and associated circuitry.  This allowed the presentation to be created on any IBM PC, stored onto a floppy and played back on the VIP.  A 68K floppy disk driver was developed which interfaced the Amiga to the new IBM PC floppy disk hardware.

An Amiga application was also developed to playback the presentation and used the remote control as the primary input device.  IBM PC based authoring software was developed to create the presentations.
 
What Did I Learn?
I learned a great deal about managing a large number of staff and different kind of people and skills.

I also reinforced the earlier lesson on the value of stock in a hot startup.

Matrix Film Recorder

New Media Graphics

Product Description
Software Rasterizer
This product built very high resolution bitmaps (up to 8K by 8K, 24 bits deep, 192MB) for output to film records and thermal transfer printers.  The software takes SCODL generated output (used by file recorders) as input and generates the images on low end IBM PCs with 640K of memory.
 
Technical Highlights
Low Memory, High Resolution
Since each image can require up to 200MB of storage, special graphics routines were developed to handle the limited memory conditions and the significant speed issues.  All the graphics primitives such as line, curve, fill, bitblt (over 60 in all) where developed to work under these unusual conditions.
 
What Did I Learn?
I learned a lot about basic graphics primitives.

Ford Motor Cars

Company Description
Level Systems, Inc, was started initially with a contract with Gould/Modicon to re-work their PLC product for Ford Motor Company.  Level Systems went on to be a leader in multimedia product design and development.  The company at its apex employed roughly thirty software engineers, artists, and musicians.  Westwood Studios was our largest and only credible competitor.
 
Product Description
Graphical Ladder Logic Editor
This product allows Modicon's PLCs to be programmed.  Modicon's PLC's are used in factory automation to control assembly lines all over the world.  This product provides graphical (Ladder Logic) programming tools to program Modicon's hardware.  The completion of the product allowed Modicon to win a 25M contract with the Ford Motor Company.
 
Technical Highlights
The software was written in 'C" and the Windows SDK.  The technical challenge was getting a graphical programming environment to run in 640K in Windows 2.0.
 
What Did I Learn?
I learned about the difference between a consulting based business and product based business.

 

 

Chess for Windows 2.0

Mindscape

Business Description
This title was developed for Mindscape, a software publisher out of Chicago, and now owned by The Learning Company.
 
Product Description
Windows Chess
The timeliness classic brought to Microsoft Windows 2.0.  The game features a graphical 3D perspective of the board and chess engine rivaled by none.
 
Technical Highlights
Windows 2.0
Mindscape licensed the chess engine for use in this product.  The technical challenge was getting the graphics intensive user interface and the chess engine into 129K of memory.
 
What Did I Learn?
I learned that I like business side as much as the technical side.  I also learned about making payroll every month.

The Perfect Career

Mindscape

Business Description
This title was developed for Mindscape, a software publisher out of Chicago
 
Product Description
The Perfect Career
This product is a simple computer based alternative to self-help books on career selection.  Based on answers to a series of questions about your interests and abilities, the program takes you through the four fundamental steps in career guidance: personal assessment, occupational exploration, decision making and career planning.
 
Technical Highlights
Virtual Terminal
The technical challenge for this product was to develop a single set of source code that ran all platforms.  The product uses a high level API to get to the screen based on a limited set of the Microsoft Windows SDK API.
 
What Did I Learn?
I learned that products don't have to be glitzy to make money, they have to have value to a consumer.

1990's Windows_logo

 

   

 

 

Pool of Radiance

Strategic Simulations, Inc.

Business Description
This title was developed for Strategic Simulations, Inc. (SSI).  SSI owns the license to produce Advanced Dungeons and Dragons (AD&D) products for personal computers.  TSR owns the copyright to the AD&D name and associated board games and products.  The game holds sales records at several retailers.  Based on success of this game, at total of nine different follow-on titles were produced.
 
Product Description
This first game in the highly successful AD&D Forgotten Realms trilogy of games.  The game adheres faithfully to the AD&D board game.  The monsters, items and spells are from the famous AD&D Monster Manual, Dungeon Masters Guide and Players Handbook.   We did several of the ports to different platforms for this game.
 
Technical Highlights
Game Language
A high level game language was developed to make developing and porting games easier.  The game language incorporates many of the technologies created for previous game titles in to a single game environment.  To port the game to a new platform, only the backend of the game system would have to be ported and then reused for other titles.
 
What Did I Learn?
I learned that I like retail products for their visibility (it's an ego thing).
 

 

Personal Computing recognizes seventy people for their contribution to the computer industry.  I'm recognized for the software titles and for producing the first sound card for the IBM PC.

At Level Systems, we demonstrate an early prototype of our sound card using our games at various trade shows.  Unfortunately, we can't afford the 300K to move the early prototype into production and I'm too naive at this point to get venture capital.  About 18 months later, the first Sound-Blaster products are introduced (which pale in comparison to our product, but the rest is history).

Personal Computing

 

 

Star Trek

Mindscape

Business Description
This title was developed for Mindscape, a software publisher out of Chicago.
 
Product Description
These are the continuing voyages of the Starship U.S.S. Enterprise (on the small screen of the IBM PC).  The product is comprised of three arcade games and an animated screen saveer.
 
Technical Highlights
VGA Graphics Engine
This game was the first game ever published for the new VGA graphics cards.  Common wisdom at the the time thought it was impossible to create a VGA game within the 640K memory barrier of a PC.  The game set a new standard for color graphics in games.  Special drivers were developed for each graphics card to eek out every last drop of performance.
Graphics Compression
This game has over 20MB of graphics compressed onto five 1.2M floppies.  To achieve this compression, five different types of compression routines (LZH, RLE, etc) were developed to store the graphics.
 
What Did I Learn?
I learned a lot about licensing, related contract law and cross platform development.  This game like many of the others was ported across six different platforms.

Indiana Jones

Mindscape

Business Description
This title was developed for Mindscape, a software publisher out of Chicago.  
 
Product Description
This product is a copy of the popular stand-up arcade game.  The product is comprised of three separate arcade games with increasing levels of difficulty.
 
Technical Highlights
Four Voice Sheet Music Player
The product includes a four-voice note player which is capable of playing and mixing four different instruments at the same time.  A single digital samples is modified to produce a range of tones.  This technology is used in all subsequent multimedia based development when reproduction of sheet music is required.

Device Independent Bitmaps
This product also introduced the first of a set of tools to manage bitmaps for different resolutions, color depths and platforms (similar to Windows "DIBs").  The tools allowed me to use a single set of bitmaps for CGA, EGA, VGA, and TANDY and Amiga HAM graphic modes.  These tools also allowed me to manage/merge color palettes for animators and color reduction.

High Speed Tile Based Graphics Engine
The graphics for this game was built by producing 32x32 titles.  I built a display engine which allowed very large virtual areas to be shown with a minimum of graphics loaded into memory.  The engine also included support for sprites, multiple windows, high speed scrolling, menu support, etc.  The implementation of the game was particularly difficult because the stand up version had hardware assistance for graphics.  We managed to duplicate the speed on low end IBM PCs.
 
What Did I Learn?
I learned a lot about game development.

Riders of Rohan

Spinnaker Software

Business Description
This title was developed for Spinnaker Software, a software publisher out of Cambridge, Mass..  Konami distributes the game and Spinnaker Software (now Softkey) owns the license.

Level Systems produced 50% of Spinnakers' new products which included a Window's paint program and several other games (not shown on this web page). 
 
Product Description
Riders of Rohan
Ride with Gandalf, Aragorn and the other Fellowship characters against the armies of the traitorous wizard Saruman.  Riders of Rohan, based on J.R.R. Tolkien's "The Lord of the Rings".  The game genre was war game simulation.  Each conflict was decided by the outcome of an arcade game.  Five different arcade games, the war game and an animated cartoon were developed for this title.

The game design and product ideas supplied by Spinnaker.
 
Technical Highlights
Complete Game Development Tools
No new technology was developed for this game.  The combination of graphics drivers for the different platforms, artists tools, sound technology, graphics engines, mouse driver, tec. would enable me to focus on how to build and sell a better game rather than the software engineering work.

Creation of the game was now turnkey.
 
What Did I Learn?
I learned about game design: It's all about the game dude...technology is only a means to an end.

Windowcraft with PCWeek Front Cover Article about Product
 

Echelon Development Corporation
 


 
 
Business Description
Echelon Development was a spin-off company from Level Systems, Inc. with the sole purpose to build and sell WindowCraft.  The separate company was required because of the need to find investors to support the product development cost (a little over $3M US).  Several key Microsoft employees and several local angels provided seed money to start the development.

WindowCraft was offered a bundling deal with the Introduction of Windows 3.0 by Bill Gates.  We were asked to cover the cost of the floppy disks (at a cost of $20M) which we could not afford.  I put together a co-marketing relationship with Microsoft instead.

The company at its at apex had approximately 15 employees.  Several companies including Apple, Ashton-Tate, and Borland courted the company, but the shareholders of the company refused to sell.  It should be noted that many of the features and the look and feel of Visual Basic copy WindowCraft.
 
Product Description
WindowCraft: HyperCard for Windows
WindowCraft is a powerful, easy-to-use Windows-hosted development system for creating Microsoft Windows Applications.  The product is 100% compatible with Apple's HyperCard product in both file format and language support.

WindowCraft competes with other authoring tools (Toolbox, Plus, Authorware) where multimedia application development is required.
 
Technical Highlights
Object Oriented Database/Memory Manager
WindowCraft allowed early users' of Windows 3.0 to incorporate large amounts of graphics and data into applications on a low end PC with limited memory.  This was accomplished with a very advanced memory manager and object oriented database engine.  The engine maintains locks, dirty status, garbage collection, compression and decompression, and a LRU (Least Recently Used) scheme that freed in-memory objects that were not being used.
Double-Buffered Controls
For HyperCard compatibility, all the screen controls (buttons, edit boxes, scrollbars, etc.) had to be double-buffered.  Windows doesn't support this, so the standard Windows controls had to be rewritten from scratch.  This allowed special effects like transparency to supported.
 
What Did I Learn?
I got my MBA from the school of hard knocks here.  I also learned that your shareholders should agree on the exit strategy before becoming shareholders.

After writing WindowCraft, I could teach Petzold a thing or two about Window's programming.<g>

GhostWriter

Echelon Development CorporationPrentice Hall

Business Description
GhostWriter is the first retail software product that I took to market without help from a publisher.  All package design, marketing, sales and fulfillment was done by myself.  The software was sold through retail outlets via Merisel, etc. and direct mail.  Millions of direct mail pieces were sent of behalf of this product with a response rate that exceeded 4%.
 
Product Description
GhostWriter is a collection of over 1200 commonly needed business and personal letters (from five popular books licensed from Prentice Hall).  The program allows the user to do a keyword search to find a letter and then import it into a word processor for editing.  All letters from five completed books were compressed onto a single low density floppy disk.
 
Technical Highlights
High-Speed Inverted Database Text Engine
Likely similar to Google's search engine, all the text from the books is stored in inverted AVL balanced trees for quick searching..  All 1200 letters can be searched by keyword or actual text of the letter in less than a second.

This technology was expanded later in WindowCraft and Object XBase for high-speed data retrieval in databases.  20MB of of text can be keyword searched in less than a second on very low end computers.
 
What Did I Learn?
This product took six weeks to develop and less than 50K was invested, including the first round of packaging and the direct mail piece.  GhostWriter was very low-tech, low cost and one of the highest return on investment: an important lesson.

GCP - Graphics Conversion Program

Echelon Development Corporation

Product Description
GCP is a Windows graphics file import and export conversion tool.  The product also allows the user to tune their graphics with options such as dithering, over-sampling, choice of internal representation, etc.  The product was originally distributed as shareware and was acquired by Echelon.  I re-wrote the product to support graphics larger thank 64K, added palette support and added six new drivers to the product.  All of the drivers supported reading and writing of their respective formats.

Format included:
TIFF ALDUS (Adobe)
LBM Deluxe Paint/Amiga
BMP Windows 2.0
DIB Windows 3.0
ICO Windows Icon
CUR Windows Cursor
MSP Windows Paint 2.0
MPT MacPaint
PCX PC Paintbrush
GIF CompuServe
PCL HP Page Command Language
EPS Encapsulated Postscript
JPG Joint Photographic Expert Group

Object XBase with Front Cover Article on It from Info-World
 

Visual Data Corporaiton
 


 
 
Business Description
The purpose of the company was to sell it to large player in the dBase area such as Microsoft, Borland or Computer Associates.  After a year in development, the technology was sold in essence at auction.  To sell the software, we attended ANSI meetings on dBase and proposed extending the language in much the same way Microsoft has for BASIC.  We gave several public demonstrations of the technology and soon the telephone started to ring.  
 
Product Description
Object XBase: dBase for Windows
Object XBase is a complete Windows hosted application development system based on the dBase language.  The product was 100% language and data compatible with Borland's dBase IV 2.0, dBase III+, FoxPro, and Clipper.  The product also allowed users to leverage their investment in Visual Basic custom controls by allowing the custom controls to be installed into Object XBase. 
 
Technical Highlights
dBase Language
A 100% dBase 2.0 compatible language was developed (over 400 dBase functions and commands).  The dBase language was extended to support events, methods, and properties
   
 
What Did I Learn?
Sometimes not shipping a product makes more money?

Fidelity Investments

 
Product Description
This product provided an online version of the popular O-Neil reports used by Fidelity's fund managers.  The package allows the fund manager to customize the fundamental and technical data displayed.

I took this job to once again help a friend out who was in trouble with a deadline.
 
Technical Highlights
Technical Indicators
Over 40 different technical indicators (Moving Averages, Bollinger Bands, etc.) were developed.  The product allows the user complete control over all the input parameters used by the indicators.
Data Access Layer
The product allows access to many different data sources.  A data abstraction layer was built to insulate the product from the many different different proprietary data interfaces.
Charting with OLE Annotations
A custom charting engine was developed to support all the common charts used by the mutual fund industry (High/Low/Close, Candlestick, etc.).  The package allows an analyst or fund manager to annotate each chart.  Several draw tools were provided to allow the user to draw on the charts.
 
What Did I Learn?
I learned there is no correlation between a company's success and the job satisfaction of it's employees.

 

 

   

 

 


    UNISYS

Business Description
SPAS I
Safety Performance Analysis System

UNISYS had won a $250M government contract with the Federal Aviation Administration (FAA) to supply software.  SPAS was the largest projects at $25M a year and it was in trouble.  And if not fixed, it might put the larger $250 contract at jeopardy.

I was contacted to help UNISYS turn around the project.  I took over development and finished on schedule and on-time (within eight months).

The applications have been highly praised by F.A.A. with written recommendations, quality awards, and even public praise (on CNN) by Congress.  Congress lauded this system as beacon to show that government can produce software on time and budget that is equally complex with the private sector.
 
Product Description
SPAS I is a three-tier client server system for analysis of F.A.A. field inspector data.  The application helps airline inspectors target areas for their inspections.  The application was used daily by 3500+ users.
 
Technical Highlights
Terabyte Data Warehouse
The entire data warehouse stored over 3TB worth of data.  The design of the database is a critical importance in the overall performance of the application.  I spent considerable amount of time working with SQL server to get the maximum performance.  This involved exploring many different schemas and query plans for individual SQL statements.  The base assumption was that covering indexes would be used for all queries with a design gal of no query taking more than 2 seconds to complete.  Accomplishing these goals with 50G+ individual databases with multi-table joins in an interesting problem on low-end hardware and SQL Server.
Dial-Up Connections and Multi-Threading
F.A.A. field inspectors used modems to connected to the server.  The client software manages the speed and latency implications of the phone line.  Data access was divided into multiple threads allowing data retrieval to be done asynchronously from the user interface.  This allowed the product to be very responsive to the user and the multiple threads allowed efficient use of the telephone line.  Data is retrieved on a paint-priority basis allowing the highest priority data to retrieved first while a background task is used to collect non-visible data.
 
What Did I Learn?
I learned where your tax dollars go. 

 

 
UNISYS

Business Description
SPAS II
Safety Performance Analysis System

SPAS II is a $56M dollar web based client server application.  The backend of the system is a web-farm of over 60 PCS with over 3 Terabytes of information.  The application enables the F.A.A. personal (4500+ users) high-speed access and analysis of data collected from the airline industry on a daily basis.

The project's challenge was three fold:
  1. Take the requirements from SPAS I, a traditional 3 tier client server system written in C++ and make it work in a web environment.
  2. Design an architecture that support 300+ simultaneous users with significant database computational resources required for each user.
  3. Make the batch processes which process daily data from remote legacy systems work within the time frame of a single day.
 
Highlights
Fire Fighter and Technical Mentor
My role in SPAS was several fold:
  1. Technical lead, responsible for getting the project shipped out the door, on time and within budget (which we did!).
  2. System Architect, responsible for the overall design of the system.
  3. Researcher, I often did the initial programming for each component before handling off to another programmer.
  4. Fire fighter: Any kind of problem anyone was having, I would have to parachute in, role up the sleeves and help fix it.
  5. Technical Mentor for the staff.  One of the goals of the project was to reduce the level of skill to build SPAS thus allowing a wider range of job applicants and lower overall project costs.  The offsetting factor was the amount of technical management required.
 
What Did I Learn?
I learned about the Web when the web was young.

Akunna Technologies 

 
 

Business Description
In 1997, the contract for software support services by the Department of Transportation is put out for  rebid (normally done every five years).  Computer Sciences Corporation (CSC) wins the contract over Unisys.

With Unisys failing to win the contract, all employment contracts become null and void.  I gather the technical staff of the SPAS project and negotiate with CSC for the services of the technical staff.  As part of the deal with CSC, Akunna Technologies is formed and given status as a sub-contractor to CSC's contract with the government.

At the next rebid, Akunna Technologies partners with CSC as full partner for the $190M contract and wins the contract.  Akunna Technologies is still going strong and continues to win government contracts.
   
What Did I Learn?
I learned sometimes change is good and it's not what you know, it's who you know.

BCSI Ad; Direct Mail campaign included fake pill box to match printed ads

BCSI

Business Description
Fidelity Investments had spent over $10M and five years in a failed attempt to build a system to automate state level compliance (BlueSky)  filings for their mutual fund products; they create over 20,000 of these filings each year.

I approached Fidelity with a proposal to outsource the development they agreed.  Because of the critical function of the business area being automated, both Ned John (majority stock holder) and Bob Pozen (President) had to approve the project.

The deal with Fidelity provided funding to develop the project.  I maintained ownership of all intellectual property rights to the resulting product.  I put together a team of six developers and two testers and completed the software within six months and a fraction of the original cost.  The resulting application was featured as one of the Fidelity's major technical successes for the year.

The resulting product and staff became Boston Compliance Systems, Inc.
 
Product Description
BlueSky98 is a product that automates the filing of BlueSky securities filings with the states.  The application is very similar in scope to automating state income tax returns for 50 states.
 
Highlights
Sales at the end of the first year exceeded $3M with a profit margin of 72%. 
In addition to my technical role of architecting and programming for this product, I have all other responsibilities, such as product sales, training, support, chief cook and bottle washer.
Ernst & Young release survey of customer satisfaction of BlueSky vendors and suppliers for the mutual fund industry.  BCSI leads with 96% satisfaction rating and the nearest competitor at 72%.
Fidelity mutual fund customers save 10's of millions by reducing their fees.
Fidelity saves millions each year in reduced head count with use of product.
Thomson Financial acquires the company in January, 2000.
 
What Did I Learn?
I learned about patience and customer support.

Thomson

 

Business Description
After the sale of Boston Compliance Systems, Inc (BCSI) to Thomson, the company has largely been kept intact as it was before. 

Several areas of responsibility have moved to the parent company such as accounting, payroll, etc.
 
Highlights
BlueSky98, now called BlueSky Solution continues to sell well with 40% of mutual fund industry using the product and it continues to grow. Customers include Fidelity, Scudder/Deutsche Bank, T. Rowe Price, Federated Investors, American Century Investments, and many many more.
I started a new business area to outsource BlueSky compliance for mutual funds.  This area of the business took off, with sales to exceed $15M in its first year and today has grown to $60M
Support agreements with every major transfer agent and accounting system vendor.
Added production support for every major omnibus account.

What Did I Learn?
I learn how to grow a small business into a medium size business.

Curo Systems, Inc.

 

Business Description
Curo Systems, Inc. flagship product is called ComplyPlus.  The product provides state-of-the-art compliance functionality for trading systems and accounting systems for the mutual fund industry.
 
Highlights
ComplyPlus
See
Curo Systems website for information about the product.
I arranged for Fidelity Investments to supply international business requirements.
I put together a coalition of various mutual fund compliance staff to gather domestic business requirements.  Staff from Putnam Investments, Fidelity, PFPC, Bank of America and numerous others pitched in to help.
Since the software must work with a trading system, I focused sales efforts on trading system vendors who have poor compliance support in their products.  I managed to get two of the larger vendors interested in putting together a bundling deal.

What Did I Learn?
I'm still trying to figure that one out, I let you know when I do.

I don't really know. I'm forty-six years old and still have lots to accomplish.  I like to spend several hours each day programming; my current passion is Ray Kurzweil's Singularity.  I'm currently working on an A.I. engine to help speed his vision of the future.  While not programming, I'm building a house on lake Winnipesaukee in NH.

Hopefully from this shameless promotional page, I have managed to convey that my previous responsibilities have not been limited to the programming arena. As a seasoned entrepreneur, I have performed almost all job functions in a software company, from working with outside vendors to bend sheet metal for cases, cutting molds for plastic remote-controls, writing direct mail pieces, designing packaging, brochures and full page adds, writing applications for patents, working with musicians on the creation of original scores, managing teams of digital artists, managing external contractors, writing business plans, negotiating and papering all sorts of contracts, writing production documentation, day-to-day sales, tech support and being a booth bimbo at trade shows.  I love business and the joy of a successful company and all the messy myriad details that come with it.

If you need a hands-on manager who knows not only how to develop and ship a product on time, but knows how to make it successful in the marketplace, and build a successful company where others want to work, send an email.  I'm always interested in something new.

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