Welcome to Huseby Talk
August 2024 Newsletter Edition
What's New in Technology
Salesforce
We put a lot of new things into production this month, and we’ve got several other big pieces in final acceptance testing—fingers crossed, we’ll have them in production before the end of August. Version 3.5 of the new production worksheet/workflow is in final test and we’re also testing fixes to the production COD workflow, and (hopefully) the last of the time zone-related issues. Those time fixes also allowed us to roll out an enhanced calendar experience for our reporters.
HusebyConnect
Zoom’s development team continues to work on performance problems with their toolkit, but they say it’s going to be October before those are ready. Our Esquire partners are leveraging their significant relationship with Zoom and are asking them to address those issues more quickly. Our Esquire teammates have identified three phases of high-priority initiatives that will potentially position HusebyConnect as a long-term preferred solution for the whole company. Our development team is currently making great strides on Phase 1 of those.
IT
We have a big piece of news from the IT team: We’ve implemented organization charts in Teams for all of Team Huseby and for each of the LATs! Now you can quickly see who’s on what team in each LAT and what their availability is. You can find the org charts in Teams if you look in the Org Chart channel under Team Huseby. Once you’ve displayed one of those charts, just click on any of the people in the chart and select the “info” icon, and it will show you the person’s information as well as their availability. From those screens you can even chat and book meetings.
As always, we continue to replace/upgrade computers and laptops on a specific schedule. And, we’re continue to work with our Esquire teammates to find ways for us to leverage the resources we share so that we can provide safe and robust tools with good performance.
New to Salesforce
The table below has a summary of the main things we’ve rolled out since the last newsletter:
New Functionality |
Benefit |
Real-time GP and Cost of Goods Sold sync with NetSuite |
Our financial information is now all contained in our official system of record, and financial reporting can be done more quickly with fewer errors |
Auto-assign / tracking of recommended resources tested, still applying final tweaks |
Resources are recommended for jobs based on ranking that takes into account how much they're used, if the work is appropriate based on the client and the job type, and whether they're VIPs or our internal Digital Reporters. That makes it easier and quicker to pick the best person. It also tracks the assignments to help us improve the selection flows. |
Added Kickoff Host as a resource type |
Jobs that require that one of our remote depo resources kick it off can now be set up in a way that makes it clear that's what is happening, while allowing another resource to be a reporter, videographer, etc. as needed. |
Got all digital reporters set up with Esquire software/security so they can do academy |
Our Digital Reporter team is becoming more quickly integrated with our Esquire teammates and is able to take advantage of an Academy for training, as well as being given access to Esquire's hardware, software, and support. |
Added Federal Case indicator |
Clearly marking a case as Federal helps all our teams to produce, bill, and collect it more quickly with fewer errors because it helps them be aware of requirements specific to Federal cases. |
Added NCIC Hearing as a special designation |
We recently won a contract with the NCIC. Those jobs have special handling at many spots across the lifecycle. By adding this special designation, all our teams know to use that special handling. That reduces errors/redo, gets the work done more quickly, and improves customer satisfaction. |
Added large package type for deliverables |
Now we have accurate production work steps and invoice lines for shipping large packages through delivery services other than FedEx. |
Made standing orders use the “relevant to” field on the related records instead of on the standing order record |
Standing orders that are relevant to the job being processed are being pulled in from related objects like reporters. That lets Billing see all orders that might affect what is invoiced and where the invoice goes. |
Filtered “COD Waiting on AR/Invoice” out of late job email sent to reporters |
Our reporters are no longer getting late notices for jobs that are still waiting for a COD to be paid. |
Fixed issues with orders getting the wrong “sold to” contact |
Orders now have the correct contact for billing, making sure the right customer gets the invoice and saving time for our production, billing, and collections teams |
What's New in Operations
Production Update: Last month (July) we shipped 2085 jobs. That includes 271 expedites.
Elizabeth Moore lead all production people with 206 jobs shipped through Salesforce. Thanks for leading the way Elizabeth!!!! Special Kudos to the Mid-Atlantic LAT for having the lowest average time to ship last month 1.2 day 58% of the jobs shipped in less than 1 day.
Video Update: 25 video edit projects many of them clients going to trial.
Support Update: Support processed 1613 new business emails that included 236 copy sale request emails. They also processed 473 Urgent requests from clients, reporters, and internal staff.
Quality update: 181 issues were reported through the ticketing system. After investigating 41 of these where in the production department. All of the July production issues have been researched and closed. You can view this report to understand the issues and resolutions.
Number one issue was attention to detail, and all the staff have received coaching to address it moving forward. We identified 5 system issues the development team is focusing to resolve.
Case Management: Stephani celebrated 6 years at Huseby on July 9.
The same cases from this quarter all still scheduling well. Tobacco calendar thick and meaty, as always.
Hulu LLC et al. v. Epix Entertainment – Mark Poelzer brought in this arbitration with realtime, roughs and expedited finals
Temsa Ulasim Araclari Sanayi Ve Ticaret A.S., v. Tc Nevada, LLC et al – new case brought in by Meg Linton with depos set out into August
Sun-Air of Scandinavia A/S vs. Jet Support Services, Inc. – Mark Poelzer’s case that’s been on calendar since December 2023 is back on calendar in with five more depos in August
Lion Electronic Co. v. Nikola Corp. – brand new case from Bobby J with five in person depos calendared for August.
Projects:
Salesforce Issues is now up and running. You can view current activity here: Ticket Resolution Dashboard v2 | Salesforce
What's New in Sales
Top Performing Sales Reps
Here are the top performing reps across the country for July.
| Sales Rep | % of Goal |
| Mark Poelzer | 193% |
Lauren Shaw |
151% |
Paul Withrow |
149% |
Julie Long |
146% |
| Lauren Ladenheim | 132% |
| David Lew | 129% |
Robin Barca |
118% |
Amber Cantero |
112% |
Diana Hayhurst |
103% |
| Johnny Bateman | 101% |
| Jessica Hutto | 100% |
$200k Club
Here are the reps across the country that topped $200k in Gross Profit.
| Sales Rep | Gross Profit ($) |
Accepting New Members |
$ |
$100k Club
Here are the reps across the country that topped $100k in Gross Profit.
| Sales Rep | Gross Profit ($) |
| Lauren Ladenheim | $192,599 |
Lauren Shaw |
$179,647 |
| Jessica Hutto | $160,974 |
| Mark Poelzer | $156,127 |
| Paul Withrow | $120,848 |
| Cindy Lengkong | $117,940 |
DEG Cross Sell Club
Here are the reps across the country cross selling DEG trial services.
| Sales Rep | Gross Profit |
David Lew |
$52,549 |
Jessica Hutto |
$11,240 |
Julie Long |
$797 |
2024 AAPi Annual Conference and Summer Seminar
Alabama Association of Paralegals, Inc.
Jakob Clayton and Candace Able represented Huseby well at the AAPi Annual Conference this month in Florence, AL!
What's New in HR/Admin
Welcome our new team members to Huseby!
Danielle Pope (Sales - Florida)
___________________
Below are team members no longer with Huseby. We wish them the best in their new endeavors.
Megan Eissler (Sales - Northeast/Central)
NCRA Convention
Andy Spohrer and Beth Gaige representing Huseby and G&F well at the NCRA convention!
Stephani Burger put in a Kudos for the Transcription Team
From: Carpenter, Deborah L.
Subject: RE: Hearing Transcription - Question
Hi Stephani –
My apologies, after all that, the attorneys decided to play the videos instead of use a transcript. But all this was very helpful and useful for future projects, and I’ve got it saved in case this arises again.
I can’t thank you all enough for getting back to me so quickly and giving me all the helpful information.
Thanks again so much. You guys are the best. Hands down!
Deborah Carpenter
Arnold & Porter
Karen Polak and Candace Able put in a Kudos for Olivia Grisch
Hi All!
Just wanted to share the high praise that attorney Tom Yardley has given Olivia our area digital reporter.
I’ve made a note in the Robbins Dimonte account that if she is available to please assign her to all his work.
GREAT JOB OLIVIA!
Thanks for all you do.
Karen
Having Olivia to schedule is AMAZING, I always know everything I put her on will go perfect! She is also the best communicator out there!
Candace
From:
Castine, Charlotte M.
Subject: Court Reporter
Hi Karyn:
Is it possible that Tom Yardley can always get I believe it was Olivia to do his depositions/hearings, etc.? He said he wants to hire her for all his stuff. He likes her professionalism.
Thanks,
Charlotte
Charlotte Castine
Legal Assistant to Thomas A. Jefson, Thomas P. Yardley, Jr., Justin L. Weisberg and Christine Walsh
Robbins DiMonte, Ltd.
Debra Neiderfer and Dave Wiseman put in a Kudos for Dan Bender, Emily Grottle adn Nicolle Holloway
5 hours and at least 25 e-mails with 12 people copied, including senior partners , Dan bender came up with a solution last night at around 11 pm for atty to load exhibits.
I want to thank Dan Bender, Emily Grottle, and Nicolle Holloway for going above and beyond to sort out technical issues after hours. It was a very challenging situation and they worked after hours to resolve the issue.
Lauren Ladenheim put in a Kudos for the Mid-Atlantic LAT Team
From: Deborah Hedger
Sent: Tuesday, August 6, 2024 10:59 AM
Subject: Huseby Court Reporters
Hello all,
I know we are all busy with our days so I apologize for the intrusion 😊
It is not often that I recommend a business to anyone, as I generally stay neutral, but I really wanted to give a huge thumbs up and shout out to Huseby Reporting Services. I have used them on MANY occasions and they have gone above and beyond to make sure that our needs were met and transcripts were NOT delayed.
They are VERY organized, VERY professional and also very nice!!
I just wanted to send out my 2 cents as I believe when a company goes over and above, they certainly receive the kudos and this is one of them.
Have a great day everyone!!
Deborah Hedger
Paralegal
Cranfill Sumner
Debra Neiderfer put in a Kudos for the DEG Team
I have never ever seen a greater team. They are amazing. Dave, you have trained them well.
Maggie Kamara and Michelle Holbrook put in a Kudos for the Mid-Atlantic Team
Kudos for the Mid-Atlantic Team! 😊
From: Jessy Champion
Subject: RE: Huseby Order Reminder - 00070565
Hi Maggie!!
So Sorry I am just seeing this now! Yes, the team was super happy, and I will continue to use you guys for all of our court reporting needs.
I hope you are doing well too!
Thank you!!!
Jessy Champion
Legal Assistant
Resnick & Louis PC
Elsa Estopinan put in a Kudos for the Florida Team
I am so proud of this team! Deborah Waters called out 1.5 hours before an in-person job by emailing me only while I was out. I sent it over to the Team and between the three of them, Kiara and Kass tried for in-person coverage until the last minute, then reached out to the client to advise of the reporter possibly having covid, and that we can appear remote. At the office Maureen set it all up before 1:15 pm to make sure the depo can start on time!! Great job all of you!! Kassandra Alfonso Kiara Patrick Maureen McKay-Taylor!
Jessica Hutto put in a Kudos for Ankur Patel
So grateful for Ankur jumping on a call after dinner time last night to help some of my clients with their questions on exhibit share for a deposition coming up. This is a new case and new client so it meant the world to me to have someone jump in after hours to address their concerns. Thank you, Ankur Patel!!