Guide to the Burton Grad Associates, Inc. records

Finding aid prepared by Adrienne Harling and Sara Chabino Lott
Processing of this collection was made possible through generous funding from the Computer History Museum’s Software Industry Special Interest Group.
Computer History Museum
1401 N. Shoreline Blvd.
Mountain View, CA, 94043
(650) 810-1010
research@computerhistory.org
October 2016


Title: Burton Grad Associates, Inc. records
Identifier/Call Number: X7213.2014
Contributing Institution: Computer History Museum
Language of Material: English
Physical Description: 26.25 Linear feet, 21 record cartons
Date (inclusive): 1974-2007
Abstract: The Burton Grad Associates, Inc. records contain documentation from the consulting firm for software and services companies owned and operated by Burt Grad from 1978 through the early 2000s. Grad and his associates completed hundreds of short term projects for over 200 companies, including Sterling Software, Sterling Commerce, Informatics, and AGS Computers. Projects were focused on strategic and organizational planning, company valuations, due diligence studies, and some expert witness legal projects. The collection contains correspondence with clients, background information collected for the projects, and draft and final reports prepared for clients related to this work. Additionally, a small amount of material in the collection relates to other consulting firms Grad started including: Heights Information Technology Services which provided programming and related services from associates working from home; CustomerCare, Inc., a publishing company he owned and operated during the 1990s which produced a customer services newsletter; and Castle Data Systems, Inc. which developed computer based training courses for various clients. The collection also contains some correspondence from Grad while he was still at IBM between 1974 and 1978.
creator: Grad, Burton

Access Restrictions

The collection is open for research.

Publication Rights

The Computer History Museum (CHM) can only claim physical ownership of the collection. Users are responsible for satisfying any claims of the copyright holder. Requests for copying and permission to publish, quote, or reproduce any portion of the Computer History Museum’s collection must be obtained jointly from both the copyright holder (if applicable) and the Computer History Museum.

Preferred Citation

[Identification of Item], [Date], Burton Grad Associates, Inc. records, Lot X7213.2014, Box [#], Folder [#], Catalog [#], Computer History Museum.

Immediate Source of Acquisition

Gift of Burt Grad, 2014.

Processing Information

Burt Grad, Carol Anne Ances, Doug Jerger and the Software Industry Special Interest Group (SI SIG) inventoried this collection in December, 2008, as part of the donation process. This inventory was used during processing to restore original order and aid with description.

Biographical/Historical Note

Burton (Burt) Grad was born in 1928 in Philadelphia, where his mother and her family had emigrated from the Ukraine in 1914. In 1932, Grad’s family moved from Philadelphia to Washington, D.C., where he completed high school. He then received a Bachelor of Management Engineering degree from Rensselaer Polytechnic Institute in Troy, New York, in 1949.
Grad worked for General Electric (GE) from 1949 to 1960. At GE, Grad worked on factory automation and manufacturing control. Highlights of his work there include programming a Univac I computer for use at the Dishwasher and Disposal Department in Louisville, Kentucky, leading a factory simulation project, designing the Productron computer, conducting the Integrated Systems Project (ISP) (aimed at automating the complete information flow in a factory), and developing the concept and use of decision tables (a method of documenting cause/effect logic).
In 1960, Grad left GE and went to work for IBM. Shortly after he started there, Grad started working on the Study Organization Plan (SOP) project. SOP was focused on a general approach to developing integrated information systems for any business. This led to the publication of Management Systems by Holt, Rinehart and Winston in 1968 (authors: Thomas B. Glans, Burton Grad, David Holstein, William E. Myers, and Richard N. Schmidt). Grad also participated as an IBM representative in the Unbundling Task Force, which was responsible for planning the announcement of separately priced software in 1969. He worked in software development until the mid-1970s, when he moved to IBM Research. Starting in the early 1970s, Grad served as a representative for IBM at ADAPSO, the computer software and services trade association; he was active within the Software Industry Association section. Grad remained active in ADAPSO throughout his career, including after he left IBM, and after ADAPSO transitioned into a new organization called the Information Technology Association of America (ITAA).
In 1978, Grad left IBM and started his own consulting firm, Burton Grad Associates, Inc. Leveraging the relationships with software and services companies that he had developed through ADAPSO, Grad helped clients with strategic and organizational planning, business analysis, product and market analysis, due diligence studies, company valuations, and some expert witness legal projects. While Grad preferred projects in strategic and organizational planning, the highest demand for projects were for due diligence and valuation studies for acquisition, financial, tax and capitalization purposes.
Grad and his associates provided services to over 200 clients with 700-800 projects in the approximately 30 years that the consulting firm was operating. Each project was typically under three months and was self-contained. Grad utilized third party consultants with different financial and computer industry specializations, including Sidney Dunayer, Carol Anne Ances, Elizabeth Virgo, Ed LaHay, Mike Marcus, Marty Silberberg, and others. These “virtual staff” members often worked remotely, with Grad managing each project and client relationship. Some of the most significant clients Grad and his team provided services to over the years included Sterling Software (and Sterling Commerce), Informatics, and AGS Computers. In addition to his United States clients, Grad provided services to international clients after consulting for the World Bank. For example, Grad provided services to a number of Israeli software companies directly and gave a proposal to the Israeli government about how to build their software industry (which did not lead to a project).
Grad started a second business in 1978 called Heights Information Technology Services (Heights). Co-founded with Luanne Johnson, Heights was modeled after a British business called F International. It provided professional services by primarily female programmers. The business model was structured such that professional women could work remotely, allowing them flexibility with their schedules and the ability to work at home while parenting children. The business did not thrive, and was eventually sold to F International and then closed. Burt was involved with Heights until 1983.
In 1992, Grad purchased a publishing business called CustomerCare, Inc. from Barbara Brizdle. The company published a newsletter multiple times per year as well as an annual survey. The content was focused on how to improve customer service within software companies. Grad eventually sold this business, though he never received payment for it.
In the 2000s, Grad’s consulting work slowed down due to a shift in the software and services market away from mainframe and midrange computers and the dominance of software companies providing applications for microcomputers aimed at the personal rather than the business marketplace. With this market change shifting demand away from his specific expertise, Grad spent more time in collecting and preserving software industry historical records for the Software History Center, which Grad and Luanne Johnson had co-founded as a non-profit in 2000. Grad then served as co-chair with Johnson of the Software Industry Special Interest Group (SI SIG) at the Computer History Museum which was the successor to the Software History Center. He currently lives in Westport, Connecticut with his wife, Carol Anne Ances.

Scope and Content of the Collection

The Burton Grad Associates, Inc. records primarily consist of documentation of Burt Grad’s consulting business from 1978 through the early 2000s. The records include correspondence with clients and third party consultants Grad worked with, background information provided by clients and researched by Grad, final reports provided to clients, and invoices provided to clients. Examples of background information include financial records, product information, presentation materials about products or companies, and printouts from company or product websites. Also included in the collection is correspondence authored by Grad between 1974 and 1978, when he was still working for IBM, and newsletters and annual surveys from Grad’s publishing company, CustomerCare, Inc.

Arrangement

The collection is arranged into 2 series:
Series 1, Projects, 1978-2007, bulk 1994-2005
Series 2, Chronological files, 1974-2003

Related Collections at CHM

Burt Grad General Electric and IBM records, Lot X6906.2014, Catalog number 102726885.
Grad, Burt (Burton) oral history: General Electric Years, Lot X4362.2008, Catalog number 102702248.
Grad, Burt (Burton) oral history: International Business Machines (IBM), Lot X4362.2008, Catalog number 102701925.
Grad, Burt (Burton) oral history: Burton Grad Associates, Inc., Lot X4362.2008, Catalog number 102746731.
Grad, Burt (Burton) oral history: history and education, ADAPSO, Heights Information Technology Services, and Customer Care, Inc., Lot X4362.2008, Catalog number 102701924.
Grad, Burton and Hugh Williams oral history, Lot X4562.2008, Catalog number 102658225.

Related Collections at Other Repositories

University of Minnesota, Charles Babbage Institute, Burt Grad IBM and ADAPSO materials. Unprocessed.

Subjects and Indexing Terms

Burton Grad Associates, Inc.
Computer Software Industry--United States--History
Grad, Burton
Software Consulting Services

 

Projects Series 1, Bulk, 1994-2005 1978-2007

Language of Material: English

Series Scope and Content

This series contains materials related to consulting projects of Burton Grad Associates, Inc., primarily from the later years of the business. The series also contains copies of newsletters and annual surveys from Grad’s publishing company, CustomerCare Inc.

Arrangement

This series is arranged into three subseries:
Subseries 1.1, Analyst reports, 1978-2007, bulk 1994-2005
Subseries 1.2, Invoices, 1994-2000
Subseries 1.3, CustomerCare publications, 1990-1995
 

Analyst reports Subseries 1.1, Bulk, 1994-2005 1978-2007

Language of Material: English

Subseries Scope and Content

Organized by project, the folders in this subseries contain background information gathered (such as company financial records and technical and promotional product information), draft and final reports provided to clients, correspondence with clients, and invoices and financial records for projects. Folder titles are primarily direct transcriptions of Grad’s, reflecting the companies and products relevant to each project. Significant clients include but are not limited to Sterling Software and Sterling Commerce, Elron, Summit Partners, First Dallas Ltd., and Synhrgy HR Technologies. Included in many of the folders are invoices related to the projects, with unique project numbers Grad assigned. These numbers are included in the catalog records and can be cross referenced throughout the collection to find related materials specific to each project. Grad organized these records by company and/or product name, in roughly alphabetical order. This subseries is in its original order, and is arranged by catalog number.
 

102726647 Artesyn / Spider Software due diligence 2000

 

102726648 Boole & Babbage management system report 1978-04-27

 

102726649 Budgeting Technology Inc. sale of company 1997; 1998

 

102726650 Computer Associates International / Sterling Software / Texas Instruments Software IRS questions and valuation 1997; 1999; 2001-2002

 

102726651 Elron stock option valuation 1999

 

102726652 Elron / NCC valuation report 1998-1999

 

102726653 Elron / Level 8 board membership 2000-2001

 

102726654 Elron / Liraz / Level 8 due diligence 2001

 

102726655 DIC / Elron / Level 8 due diligence of HPS business 1999-2001

 

102726656 Elron / Level 8 Geneva Application Builder support materials 1999-2001

 

102726657 DIC / Level 8 valuation 1999

 

102726658 Elron / NCC / Hyperbranch valuation 1995-1996; 1998

 

102726659 Elron / NCC / Hyperbranch presentation 1998

 

102726660 Elron / NCC / STAR acquisition valuation 1998-09-11

 

102726661 Elron / NCC 1998

 

102726662 Elron / NCC / Intertools 1998

 

102726663 Elron / Telesoft 2000

 

102726664 Elron / Telesoft valuation 1998; 2000

 

102726665 Elron / TTI Telecom due diligence 1999-2000

 

102726666 Elron / Secure due diligence 1997-1999

 

102726667 Expert Software IRS review & audit 1992; 1996

 

102726668 Expert Software securities information 1995-1996

 

102726669 Essentium business plan review 1998-1999

 

102726670 Future 3 product development report 2000

 

102726671 Summit Partners / Future 3 R&D business review 1994; 1998; 2000

 

102726672 Future 3 support materials book 1 1999-2000

 

102726673 Future 3 support materials book 2 1998-2000

 

102726674 Future 3 support materials book 3 2000

 

102726675 First Dallas Ltd / Coolinks / Data Foundation due diligence 2000

 

102726676 First Dallas Ltd. / Coolinks.com due diligence 1999-2000

 

102726677 First Dallas Ltd. / Antenna Software due diligence 1998; 2000

 

102726678 First Dallas Ltd. / Critical Devices Inc. due diligence 1999-2001

 

102726679 First Dallas Ltd. / Integrated Concepts Inc. due diligence 1998-2003

 

102726680 First Dallas Ltd. / Nescrow due diligence 2000-2001

 

102726681 First Dallas Ltd. / RocketLogix due diligence 1996; 2000

 

102726682 First Dallas Ltd. / Transfinity due diligence 1997; 1999-2000

 

102726683 First Dallas Ltd. / VE Group LLC due diligence 2000

 

102726684 Graphic Enterprises Inc expert witness vs. JBA International 2001

 

102726685 Mediware Information Systems / Pharmakon Division valuation study 1994-1996

 

102726686 Mediware Information Systems / Informedics valuation study 1998-1999

 

102726687 Michael's Stores / Full Vision Software applicability and acquisition valuation 1998-1999

 

102726688 Michael's Stores / Barewalls due diligence 1999

 

102726689 Liraz Systems / Seer Technologies due diligence 1997-1999

 

102726690 Summit Partners / Allpoint Systems due diligence 1998-2000

 

102726691 Summit Partners / Blackbaud due diligence 1999

 

102726692 Summit Partners / Blue Ocean Software due diligence 2001

 

102726693 Summit Partners / Burst!Media due diligence 2000

 

102726694 Summit Partners / Eliance due diligence 1998

 

102726695 Summit Partners / eXtream Software due diligence 2002

 

102726696 Summit Partners / Future 3 due diligence 1993-1994; 1997-2000

 

102726697 Summit Partners / MoreDirect.com due diligence 2000-2001

 

102726698 Summit Partners / Sybari Software due diligence 1997-1998; 2001

 

102726699 Summit Partners / UNICA due diligence 1999-2000

 

102726700 Synergy HR Technologies - Merrill Lynch health and welfare business acquisition assessment 2001

 

102726701 Synhergy HR Technologies common stock valuation 2000

 

102726702 Synhrgy (ACC) 1999-2000

 

102726703 Synhrgy report 2000-2001

 

102726704 Synhrgy valuation 2000-2001

 

102726705 Synhrgy report / valuation 2001

 

102726706 Synhrgy valuation report 2001-2002

 

102726707 Synhrgy valuation 1Q02 2002

 

102726708 Synhrgy 3Q02, 4Q02 2002-2003

 

102726709 Synhrgy 1Q03, 2Q03 2003

 

102726710 Synhrgy valuation 3Q03 2003-2004

 

102726711 AAC group stock valuation report 1999-2000

 

102726712 Tangent International / Planetworks valuation study 1996; 1999

 

102726713 Tangent International / Planetworks financials 1996-1997

 

102726714 Sterling Software strategic analysis 1982-1987; 1991-1992

 

102726715 Sterling Software business valuation for Dylakor, Directions Inc., Software Labs Inc., Software Modules Marketing 1983

 

102726716 Sterling Software stock presentation road show 1981; 1983

 

102726717 Sterling Software 1985

 

102726718 Sterling Software FASB 86 software capitalization guidelines 1986

 

102726719 Sterling Software Cayenne Software valuation 1998-1999

 

102726720 Sterling Software Cayenne Software review 1998-1999

 

102726721 Sterling Commerce CEDEX Services International due diligence 1999

 

102726722 Sterling Software Core Data valuation 1998-1999

 

102726723 Sterling Software Core Data valuation report 1999

 

102726724 Sterling Software Core Data due diligence 1999

 

102726725 Sterling Software customer service projects 1995-1996

 

102726726 Sterling Software emerging business investment opportunities 1992-1993

 

102726727 Sterling Software EDI market opportunity : integrated messaging project for electronic commerce group 1993-1994

 

102726728 Sterling Software Informatics valuation studies 1985-1986

 

102726729 Sterling Software Information Advantage Inc. valuation 1999

 

102726730 Sterling Software Information Advantage Inc due diligence 1999

 

102726731 Interlink valuation 1998-1999

 

102726732 Sterling Software Mercury Computer Systems due diligence 1999

 

102726733 Sterling Software consulting on Progressive Casualty lawsuit 2000

 

102726734 Sterling Software Retrieve Inc. valuation study 2000

 

102726735 Sterling Software Retrieve Inc. due diligence 2000

 

102726736 Sterling Software Spectra Logic valuation study 1999

 

102726737 Sterling Software Spectra Logic due diligence and valuation 1999

 

102726738 Sterling Software valuation procedures 1999-2000

 

102726739 Sterling Commerce technology write-off of acquisitions general valuation 1996

 

102726740 Sterling Software - tax related - TIS valuation 1997-1999

 

102726741 Sterling Software tax-related assessment for international marketing rights 1997-1998

 

102726742 Sterling Software (TIS acquisition) 1997

 

102726743 Sterling Software Texas Instruments software re-evaluation 1997; 1999

 

102726744 Sterling Software review of IP R&D valuations 1999

 

102726745 Sterling Software / Software Life 1987-1992

 

102726746 Sterling Software Volcano technical due diligence 1998

 

102726747 Sterling Commerce Cottage due diligence and customer survey 1998

 

102726748 Sterling Commerce Cottage due diligence 1998

 

102726749 Sterling Commerce Cornfield due diligence 1999

 

102726750 Sterling Commerce Cornfield valuation 1999

 

102726751 Sterling Commerce EC Group valuation report 1999

 

102726752 Sterling Commerce Roger due diligence 1996; 1998

 

102726753 Sterling Commerce Roger o.tel.o valuation study 1997-1999

 

102726754 Sterling Commerce Timbuktu due diligence 1998

 

102726755 Sterling Commerce Timbuktu initial due diligence support materials for tech dd 1997-1998

 

102726756 Sterling Commerce XcelleNet technologic valuation tables 1998

 

102726757 Sterling Commerce XcelleNet final valuation report 1998

 

102726758 Sterling Commerce XcelleNet valuation report 1998

 

102726759 Sterling Commerce XcelleNet valuations general information 1998

 

102726760 Sterling Commerce XcelleNet CSG new projects, tech / forecasts 1998

 

102726761 Sterling Commerce XcelleNet CVG new offerings 1998

 

102726762 Sterling Commerce XcelleNet ISG new products 1998

 

102726763 Sterling Commerce XcelleNet products valuation 1998-1999

 

102726764 Sterling Commerce XcelleNet MSD new products 1998

 

102726765 Motive impairment analysis, audit review 2003; 2006

 

102726766 Motive valuation of Broadjump acquisition and valuation of performance cost of deferred revenue 2002

 

102726767 Motive impairment analysis 2005-2006

 

102726768 Motive BroadJump materials provided 2002

 

102726769 Motive BroadJump acquisition final report 2002-2003

 

102726770 Motive BroadJump acquisition valuation of intangible assets 2001-2003

 

102726771 Global 360 pruchase price allocation and general information 2006

 

102726772 Global 360 impairment analysis 2005; 2007

 

102726773 Global 360 allocations and support materials 2004-2006

 

102726774 Global 360 EY responses 2006

 

102726775 Global 360 allocation report 2007

 

102726776 Softbrands Infra 2005-2006

 

102726777 Softbrands impairment analysis 2005-2008

 

102726778 Softbrands 2005-2006

 

102726779 Sterling Commerce Velosel (Rembrandt) 2004-2005

 

102726780 Sterling Commerce Yantra (Greylock) due diligence 2004

 

102726781 Sterling Commerce acquisition plans and administrative material 2004

 

102726782 Sterling Commerce Yantra Greylock / GIS 2004

 

102726783 IHMA Technologies valuation 2005

 

102726784 Ardsley Partners GoldPocket.com valuation 2001-2002

 

102726785 Ardsley Partners Zenimak and Goldpocket.com 2001

 

102726786 Ardsley Partners Zenimax valuation 2001-2002

 

102726787 Ardsley Partners Zenimax Media Inc. 2001

 

102726788 Crawford v SAP 2003-2004

 

102726789 Crawford v. SAP work papers 1997-1998; 2002-2003

 

102726790 Crawford v SAP final report 1990; 1996-1997

 

102726791 Crawford v SAP reports 2003

 

102726792 Crawford v SAP deposition preparations 2003

 

Invoices Subseries 1.2, 1994-2000

Language of Material: English

Subseries Scope and Content

This subseries includes invoices and related receipts for consulting projects of Burton Grad Associates, Inc. between the years 1994 and 2000. Each folder has a unique project number created by Grad, and catalog numbers were assigned to reflect their original order of ascending project number. This subseries is in its original order, and is arranged by catalog number.
 

102726793 Sterling Software Knowledgeware 133-54 1994-1995

 

102726794 Sterling / VMSD Syncsort due diligence 133-58 1995

 

102726795 Sterling / Shipnet due diligence 133-59 1995

 

102726796 Sterliong Tecsec due diligence 133-59 1995

 

102726797 Sterling Relay VM due diligence 133-60 1997

 

102726798 Sterling Software TI valuation 133-61 1997

 

102726799 Sterling Software KWI revaluation 133-62 1997

 

102726800 Sterling Software IMG valuation 133-63 1997

 

102726801 Sterling Software Phoenix due diligence 133-64 1997

 

102726802 Sterling Software ISS due diligence review 133-66 1998

 

102726803 Sterling Software Volcano due diligence 133-67 1998-1999

 

102726804 Sterling Software / ADD Cayenne Software valuation 133-68 1998-1999

 

102726805 SSW / IMD (Anik & Heiberg) Quikjob infringement 133-70 1998

 

102726806 Sterling Software tax-related studies 133-71 1998-1999

 

102726807 SSI / Spectra Logic Alexandria 133-72 1999

 

102726808 SSI Interlink valuation 133-74 1999

 

102726809 SSI / IMG Information Advantage Inc. due diligence 133-75 1999

 

102726810 SSI / SMD Core Data due diligence 133-76 1999

 

102726811 SSI / SMD Mercury Computer due diligence 133-77 1999

 

102726812 Sterling Software Information Advantage acquisition 133-78 1999

 

102726813 Sterling Software Core Data acquisition 133-79 1999

 

102726814 SSI IPR&D review of SSI 133-80 1999

 

102726815 SSI Cayenne review 133-81 1999

 

102726816 SSI Retrieve, Inc. due diligence 133-82 2000

 

102726817 Sterling Software Progressive due diligence 133-83 2000

 

102726818 Sterling Software Retrieve valuation 133-84 2000

 

102726819 Vanguard Atlantic 173-2 1997

 

102726820 Culpepper 194-6, 194-7, 194-9 1994-1999

 

102726821 Elron Software Star stragetic planning NCC valuation 217-5 1998-1999

 

102726822 Elron stock option valuation 1999

 

102726823 Elron Telesoft valuation 217-8 2000

 

102726824 Future Three business review 237-3 2000

 

102726825 DA International update 251-4, 251-5, 251-6 1996-1998

 

102726826 DA Consulting DACG / France 251-6 1998

 

102726827 INSLAW expert witness 255-1 1996-1997

 

102726828 Mediware, Inc. 257-1 1996

 

102726829 Mediware, Inc. 257-2 1998

 

102726830 Pivotpoint Co. valuation 259-1 1996-1997

 

102726831 Budget Technology 261-1 1996-1997

 

102726832 Budgeting Technology Co. sale 261-2 1997-1998

 

102726833 Prodea valuation 262-1 1996-1997

 

102726834 Sterling Commerce Comfirst due diligence 263-1 1997

 

102726835 Sterling Commerce Comfirst valuation 263-2 1997

 

102726836 Sterling Commerce Newton due diligence 263-3 1997-1998

 

102726837 Sterling Commerce Technical due diligence (Einstein) 263-4 1997

 

102726838 Sterling Commerce Newton valuation 263-5 1997

 

102726839 Sterling Commerce Roger due diligence 263-6 1998

 

102726840 Sterling Commerce Roger valuation 263-7 1998-1999

 

102726841 Sterling Commerce Meadow due diligence 263-8 1998

 

102726842 Sterling Commerce Timbuktu due diligence 263-9 1998

 

102726843 Sterling Commerce Cottage due diligence 263-10 1998

 

102726844 Sterling Commerce Meadow valuation 263-11 1998

 

102726845 Sterling Commerce XcelleNet valuation 263-12 1998

 

102726846 Sterling Commerce NIS 263-14 1998

 

102726847 Sterling Commerce Bantam technical due diligence 263-16 1998

 

102726848 SCI Cornfield due diligence 263-17 1999

 

102726849 SCI / CVG EG Group Cornfield valuation 263-18 1999

 

102726850 Sterling Software Cedex "Discovery" 263-19 1999

 

102726851 Grace Consulting damages consulting and industry expert 264-1 1997-2000

 

102726852 Grace Consulting strategy 264-2 1997-1999

 

102726853 Software History 265-1 1997-1998

 

102726854 Platinum tech. infringement 266-1 1997

 

102726855 Infosafe tech. valuation 267-1 1997

 

102726856 Infosafe Technology valuation 267-2 1997

 

102726857 USA Systems Group valuation 268-1 1997

 

102726858 Decision Consultants valuation 269-1 1997-1998

 

102726859 i2 Technologies, Inc. valuation 270-1 1998

 

102726860 Discount Investment Corp. 272-1 1998-1999

 

102726861 DIC Finance Level 8 valuation 272-2 1999

 

102726862 Liraz-Seer due diligence 273-1 1998-1999

 

102726863 Summit Partners Future 3 due diligence 274-1 1998-1999

 

102726864 Summit Partners (Eliance) 274-2 1998

 

102726865 Summit Partners (Blackbaud) 274-3 1999

 

102726866 Summit Partners Unica due diligence 274-4 1999

 

102726867 Summit Partners Burst!Media due diligence 274-5 2000

 

102726868 Essentium, Inc. 275-1 1999

 

102726869 Michaels Stores 276-1 1999

 

102726870 Michaels Stores Barewalls.com 276-2 1999

 

102726871 Tangent asset valuation 277-1 1999

 

102726872 First Dallas due diligence / Critical Devices 278-1 1999

 

102726873 First Dallas Ltd. Integrated Concepts due diligence 278-2 2000

 

102726874 First Dallas Ltd. Coollink due diligence 278-3 2000

 

102726875 First Dallas Nescrow due diligence 278-4 2000

 

102726876 FDL RocketLogix due diligence 278-5 2000

 

102726877 First Dallas Antenna Software due diligence 278-6 2000

 

102726878 FDL VE Group (Transfinity) 278-7 2000

 

102726879 AAC Group, Inc. stock valuation studies 279-1 2000

 

102726880 Artesyn Technologies Spider due diligence 280-1 2000

 

CustomerCare publications Subseries 1.3, 1990-1995

Language of Material: English

Subseries Scope and Content

This subseries contains copies of newsletters published by CustomerCare, Inc., a company purchased by Grad in 1992. This subseries also has a small run of Realistic Software Services newsletter. This subseries is arranged by catalog number, with issues of each publication in chronological order within folders.
 

102726881 Realistic software services newsletter 1990

 

102726882 CustomerCare survey : service & support practices in the software industry 1991; 1993-1996

 

102726883 CustomerCare newsletter 1991-1997

 

102726884 Support automation systems 1995

 

Chronological files Series 2, 1974-2003

Language of Material: English

Series Scope and Content

This series reflects a range of Grad’s professional work that he maintained documentation of in chronological order. The vast majority of this series relates to Burton Grad Associates, Inc., including correspondence as well as project materials. However, it also includes correspondence by Grad from when he was employed at IBM in the mid 1970s, correspondence related to one of the businesses he started in 1978 called Heights Information Technology Services, and other miscellaneous correspondence. There is some crossover with “Subseries 1.2, Projects: Analyst Reports,” as some companies and projects are represented in both series. However, Series 2 is more comprehensive across Grad’s entire career as a consultant, and includes documentation of projects not represented in “Series 1: Projects.” Folders representing the earlier dates contain more correspondence, and as the chronology progresses a broader range of materials are included in the folders such as financial records, background information collected for projects, and copies of final reports prepared for clients. Folder titles are directly transcribed from Grad’s, reflecting the dates the materials were created. Select subjects, including companies and clients, are listed in the description field of folder records to assist researchers looking for specific topics within this series. This series is arranged in its original chronological order.
 

102761910 January 1974-June 1974 1974-01-01-1974-06-30

 

102761911 July 1974-December 1974 1974-07-01-1974-12-31

 

102761912 January 1975-June 1975 1975-01-01-1975-06-30

 

102761913 July 1975-December 1975 1975-07-01-1975-12-31

 

102761914 January 1976-June 1976 1976-01-01-1976-06-30

 

102761915 July 1976-December 1976 1976-07-01-1976-12-31

 

102761916 January 1977-March 1977 1977-01-01-1977-03-31

 

102761917 April 1977-June 1977 1977-04-01-1977-06-31

 

102761918 July 1977-December 1977 1977-07-01-1977-12-31

 

102761919 January 1978 1978-01

 

102761920 February 1978-April 1978 1978-02-01-1978-04-30

 

102761921 May 1978-August 1978 1978-05-01-1978-08-31

 

102761922 September 1978-December 1978 1978-09-01-1978-12-31

 

102761923 January 1979 1979-01

 

102761924 May 1979-July 1979 1979-05-01-1979-07-31

 

102761925 August 1979-October 1979 1979-08-01-1979-10-31

 

102761926 November 1979-December 1979 1979-11-01-1979-12-31

 

102761927 November 1979-January 1980 1979-11-01-1980-01-31

 

102761928 May 1981-July 1981 1981-05-01-1981-07-31

 

102761929 October 1981 1981-10

 

102761930 November 1981 1981-11

 

102761931 December 1981 1981-12

 

102761932 January 1982-March 1982 1982-01-01-1982-03-30

 

102761933 April 1982-June 1982 1982-04-01-1982-06-31

 

102761934 July 1982-September 1982 1982-07-01-1982-09-30

 

102761935 October 1982-December 1982 1982-10-01-1982-12-31

 

102761936 March 1983-July 1983 1983-03-01-1983-07-30

 

102761937 August 1983-September 1983 1983-08-01-1983-09-30

 

102761938 November 1983 1983-11

 

102761939 December 1983 1983-12

 

102761940 January 1984-February 1984 1984-01-01-1984-02-28

 

102761941 February 1984-March 1984 1984-02-01-1984-03-30

 

102761942 April 1984 1984-04

 

102761943 May 1984-June 1984 1984-05-01-1984-06-31

 

102761944 June 1984-October 1984 1984-06-01-1984-10-31

 

102761945 December 1984 1984-12

 

102761946 February 1985 1985-02

 

102761947 March 1985 1985-03

 

102761948 May 1985 1985-05

 

102761949 June 1985 1985-06

 

102761950 July 1985-August 1985 1985-07-01-1985-08-31

 

102761951 September 1985 1985-09

 

102761952 October 1985 1985-10

 

102761953 November 1985 1985-11

 

102761954 December 1985 1985-12

 

102761955 January 1986 1986-01

 

102761956 February 1986 1986-02

 

102761957 March 1986 1986-03

 

102761958 April 1986 1986-04

 

102761959 May 1986 1986-05

 

102761960 June 1986 1986-06

 

102761961 January 1987-February 1987 1987-01-01-1987-02-28

 

102761962 March 1987 1987-03

 

102761963 April 1987 1987-04

 

102761964 May 1987 1987-05

 

102761965 June 1987 1987-06

 

102761966 July 1987-October 1987 1987-07-01-1987-10-31

 

102761967 November 1987-December 1987 1987-11-01-1987-12-31

 

102761968 January 1988 1988-01

 

102761969 February 1988 1988-02

 

102761970 March 1988 1988-03

 

102761971 April 1988 1988-04

 

102761972 May 1988 1988-05

 

102761973 June 1988 1988-06

 

102761974 July 1988 1988-07

 

102761975 September 1988 1988-09

 

102761976 October 1988 1988-10

 

102761977 November 1988 1988-11

 

102761978 December 1988 1988-12

 

102761979 February 1989 1989-02

 

102761980 June 1989 1989-06

 

102761981 August 1989 1989-08

 

102761982 September 1989-October 1989 1989-09-01-1989-10-31

 

102761983 November 1989-December 1989 1989-11-01-1990-12-31

 

102761984 January 1990 1990-01

 

102761985 February 1990 1990-02

 

102761986 April 1990 1990-04

 

102761987 May 1990 1990-05

 

102761988 June 1990 1990-06

 

102761989 July 1990 1990-07

 

102761990 August 1990-September 1990 1990-07-01-1990-09-30

 

102761991 October 1990-November 1990 1990-10-01-1990-11-30

 

102761992 January 1991-February 1991 1991-01-01-1991-02-28

 

102761993 March 1991-April 1991 1991-03-01-1991-04-30

 

102761994 May 1991 1991-05

 

102761995 June 1991-July 1991 1991-06-01-1991-07-31

 

102761996 August 1991-September 1991 1989-1991

 

102761997 October 1991 1991-10

 

102761998 November 1991 1991-11

 

102761999 December 1991 1991-12

 

102762000 January 1992 1992-01

 

102762001 February 1992 1992-02

 

102762002 March 1992 1992-03

 

102762003 April 1992-July 1992 1992-04-01-1992-07-31

 

102762004 August 1992 1992-08

 

102762005 September 1992 1992-09

 

102762006 November 1992 1992-11

 

102762007 December 1992 1992-12

 

102762008 January 1993 1993-01

 

102762009 February 1993 1993-02

 

102762010 March 1993 1993-03

 

102762011 April 1993 1993-04

 

102762012 May 1993 1993-05

 

102762013 June 1993 1993-06

 

102762014 July 1993 1993-07

 

102762015 August 1993 1993-08

 

102762016 September 1993 1993-09

 

102762017 October 1993 1993-10

 

102762018 November 1993 1993-11

 

102762019 December 1993 1993-12

 

102762020 January 1994 1994-01

 

102762021 February 1994 1994-02

 

102762022 March 1994 1994-03

 

102762023 April 1994 1994-04

 

102762024 May 1994 1994-05

 

102762025 June 1994 1994-06

 

102762026 July 1994 1994-07

 

102762027 August 1994 1994-08

 

102762028 September 1994 1994-09

 

102762029 October 1994 1994-10

 

102762030 November 1994 1994-11

 

102762031 December 1994 1994-12

 

102762032 January 1995 1995-01

 

102762033 February 1995 1995-02

 

102762034 March 1995 1995-03

 

102762035 April 1995 1995-04

 

102762036 May 1995 1995-05

 

102762037 June 1995 1995-06

 

102762038 July 1995 1995-07

 

102762039 August 1995 1995-08

 

102762040 September 1995 1995-09

 

102762041 October 1995 1995-10

 

102762042 November 1995 1995-11

 

102762043 December 1995 1995-12

 

102762044 January 1996 1996-01

 

102762045 February 1996 1996-02

 

102762046 March 1996 1996-03

 

102762047 April 1996 1996-04

 

102762048 May 1996 1996-05

 

102762049 June 1996 1996-06

 

102762050 July 1996 1996-07

 

102762051 August 1996 1996-08

 

102762052 September 1996 1996-09

 

102762053 October 1996 1996-10

 

102762054 November 1996 1996-11

 

102762055 December 1996 1996-12

 

102762056 January 1997 1997-01

 

102762057 Febrary 1997 1997-02

 

102762058 March 1997 1997-03

 

102762059 April 1997 1997-04

 

102762060 May 1997 1997-05

 

102762061 June 1997 1997-06

 

102762062 July 1997 1997-07

 

102762063 August 1997 1997-08

 

102762064 September 1997 1997-09

 

102762065 October 1997 1997-10

 

102762066 November 1997 1997-11

 

102762067 December 1997 1997-12

 

102762068 January 1998 1998-01

 

102762069 February 1998 1998-02

 

102762070 March 1998 1998-03

 

102762071 April 1998 1998-04

 

102762072 May 1998 1998-05

 

102762073 June 1998 1998-06

 

102762074 July 1998 1998-07

 

102762075 August 1998 1998-08

 

102762076 October 1998 1998-10

 

102762077 November 1998 1998-11

 

102762078 December 1998 1998-12

 

102762079 January 1999 1999-01

 

102762080 February 1999 1999-02

 

102762081 March 1999 1999-03

 

102762082 April 1999 1999-04

 

102762083 May 1999 1999-05

 

102762084 June 1999 1999-06

 

102762085 July 1999 1999-07

 

102762086 August 1999 1999-08

 

102762087 September 1999 1999-09

 

102762088 October 1999 1999-10

 

102762089 November 1999 1999-11

 

102762090 December 1999 1999-12

 

102762091 January 2000 2000-01

 

102762092 February 2000 2000-02

 

102762093 March 2000 2000-03

 

102762094 April 2000 2000-04

 

102762095 May 2000 2000-05

 

102762096 June 2000 2000-06

 

102762097 July 2000-August 2000 2000-07-01-2000-08-31

 

102762098 September 2000 2000-09

 

102762099 October 2000 2000-10

 

102762100 November 2000-December 2000 2000-11-01-2000-12-31

 

102762101 January 2001-June 2001 2001-01-01-2001-06-30

 

102762102 August 2001-November 2001 2001-08-01-2001-11-30

 

102762103 December 2001 2001-12

 

102762104 January 2002-March 2002 2002-01-01-2002-03-31

 

102762105 April 2002-May 2002 2002-04-01-2002-05-31

 

102762106 June 2002 2002-06

 

102762107 June 2002-December 2002 2002-06-01-2002-12-31

 

102762108 January 2003-February 2003 2003-01-01-2003-02-28

 

102762109 April 2003-May 2003 2003-04-01-2003-05-31

 

102762110 June 2003-September 2003 2003-06-01-2003-09-30