Happy 30th Birthday, RootsMagic! Part 2: Getting off the Ground

RM-30th-Anniversary

NOTE: This is Part 2 in our ongoing series documenting the history of our company. If you’re just joining us, be sure to read Part 1.

Now that I had both a company and a product, all I needed to do was figure out how to sell software.  My engineering degree certainly hadn’t taught me that, and I knew that selling a spreadsheet in the world of Lotus 123 was way beyond my budget.  So I decided to try out a new way of selling called “shareware”.  This was a newly emerging way to sell software where you made your program free to share and distribute, but asked customers to pay for it if they liked and continued to use it.

I sent copies of QubeCalc out to all the shareware distributors, including the big ones like PC-SIG, Public Software Library (PSL), and Public Brand Software.  Many PC Users groups also had shareware libraries that were happy to add my program.  And then there were the bulletin board systems (BBS).  This was before the invention of the World Wide Web (WWW), and if you wanted to download a program, you did it from a dial up BBS.  My phone bill became my biggest advertising expense, uploading QubeCalc to bulletin boards all over the country.  I would spend hours uploading, and was up late every night because long distance charges were much cheaper after 11pm.

Despite all the time and effort I put into trying to start a software company, it was a good thing I still had my job as an engineer.  From the time I started the company, it was almost 4 months before we had our first sale.  And it happened to be to one of the shareware distributors we had sent a copy to months earlier.  On this copy of the invoice from our first sale, my biggest dilemma was what invoice number to start with.  I didn’t want to use 10000 because I didn’t want them to know we hadn’t sold a copy yet, and 12345 seemed a little too obvious as well.  So I finally used 10234 as the first number in our order system.

FirstOrder

For obvious reasons I didn’t have thousands of manuals sitting on a palette, so they received a glorious hand bound manual just like this one I made the same day (except that theirs didn’t have my name written on the cover).  As you can tell, my artistic abilities were (and continue to be) unparalleled.

FirstQubeCalcManual

Now that we had our first sale, we were ready for the big time.  Sales started slowly coming in for QubeCalc, and I had just about finished writing our second program InstaCalc.  InstaCalc was also a spreadsheet program, but it had the special ability to “terminate and stay resident”.  Younger computer users will never be able to appreciate the magic of a “TSR” program.  In those old DOS days (before Windows), a computer could only run one program at a time.  If you wanted to run a different program you had to completely exit the program you were in, and start the new program.  If you wanted to go back to the first program, you had to completely exit and then start the other one back up.  There was no clicking to switch between programs… in fact there was no clicking at all since most computers didn’t even have a mouse.

InstaCalc would load itself into memory and then “terminate”, but it didn’t actually remove itself from memory (it “stayed resident”).  So you could then start up another program (like your word processor), and InstaCalc would wait in the background until you pressed its “hot-key”, and it would then pop up over the top of your other program.  When you exited InstaCalc it would switch right back to your other program.  It was like magic.

And with the release of InstaCalc in early 1987, we doubled our product offerings, and upgraded our manuals (no more laser printer covers for us).

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I was still gainfully employed as an engineer, and our sales weren’t enough to make me want to give that up.  But my wife and I did talk about “what ifs”.  Little did we know that in less than 6 months we would be trying to rely on this software company to completely provide for our small family.

NEXT: A move, a name change, and a big award!

Happy 30th Birthday, RootsMagic! Part 1: The FormalWare Co.

RM-30th-Anniversary

Part 1: The FormalWare Co.

Happy 30th birthday to RootsMagic!  Well, not RootsMagic the program, but RootsMagic the company.  This month (October 14th to be exact), marks the 30th birthday of the company we now know as “RootsMagic”.

Like a lot of people, RootsMagic has gone through a number of names, moves and changes since 1986.  With October being National Family History Month, I realized I have never put together a history of our company.  Pretty hypocritical for a company that encourages people to document their own history.  So let’s hop into a time machine and set the dial back to the mid 80’s.

Barely out of college, I finally had a “real job” as an electrical engineer in Silicon Valley.  Although most of my personal computer experience had been on my Apple II, I bit the bullet and bought an AT&T 6300 PC clone (which I still have in a downstairs closet, much to my wife’s chagrin).  It had a massive 10MB hard drive that I knew would be impossible to ever fill up.  But I still needed programming tools.  At work I used C, Fortran and assembly language, but they were prohibitively expensive for a young married guy like me.  I decided to take a chance on a brand new programming tool which had just come out called Turbo Pascal.  At $49, it was an order of magnitude cheaper than anything else.  Turns out it was also faster and more powerful than the other tools I had been working with.

I now had a computer and development tools, now all I needed was something to write.  My previous attempt at writing a genealogy program for the Apple II left a bad taste in my mouth after I accidentally deleted all my source code with 2/3 of the program written.  This was my initial introduction to “why backups are important”.

My first program turned out to be a shareware spreadsheet program called QubeCalc.  Now QubeCalc wasn’t just any spreadsheet, it was a 3D spreadsheet.  In my day job as an engineer I became aware of a couple of 3D spreadsheet programs, both developed by airplane companies (Boeing and McDonnell-Douglas).  Both products were thousands of dollars, and I figured I could write one and sell it for under a hundred dollars.  I spent many evenings and weekends working on this new project, and in September 1986 I had something I felt comfortable trying to sell.  The only problem was I didn’t have a company to sell it.

Having never started a company before, I learned you don’t just say “Hey, I’m a company” (especially in California).  So I registered my awesome business name (with the great logo of a floppy disk wearing a bow tie), and filed all the papers they required.

FormalWareCoLogo

And on October 14, 1986, we got our California seller’s permit, and the future RootsMagic, Inc. was born.
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Little did I know that the next 30 years would bring the highest highs, the lowest lows, and the in-betweenest in-betweens.

NEXT: Our first sale, and a new product!