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July 2024 Newsletter Edition
What's New in Technology
Salesforce
We’ve deployed a fix for the time issues on the reporter portal and are tracking down one last issue we see internally. We also got several improvements in production in Salesforce, see the table below for details. We completed 2 versions of a new production worksheet/workflow and continue to incorporate feedback from the Huseby and DEG teams to improve it before rolling it to full production. We plan to have version 3 in production within the next couple weeks. We continued to implement enhancements in NetSuite and Salesforce to support our ability to integrate them. Before the newsletter next month, we also expect to have the new production worksheet, significant improvements to calendar functionality for us, our resources, and our customers, and we will have real-time integration of all our accounting data between Salesforce and NetSuite.
HusebyConnect
Zoom’s development team continues to work on performance problems with their toolkit. Our Esquire partners have deep connections into Zoom and are providing additional visibility and prioritization to them to address those issues. In the meantime, we continued work to move HusebyConnect from ShareFile to the OneDrive our teams have been using. We also continued work on our project to automatically push updates to remote event information (e.g. attendees, date/time changes) from Salesforce to HusebyConnect so that the rooms and links can be automatically updated and then pushed back to Salesforce. Those initiatives will reduce the amount of time we’re having to spend on handling remote events, and will reduce errors—which improves our relationships with our customers and resources. Our new Esquire teammates are working with us on identifying several high-priority initiatives to determine how those may fit into the roadmap for projects each of our teams are working on. Stay tuned for future updates on those.
IT
We continued our schedule of replacing older computers and laptops and we’ve upgraded wifi access points in the Charlotte office to improve network performance. We’re working with our Esquire teammates to get projects in place to improve the security and performance of all our infrastructure, and to improve our help desk and support responsiveness.
What's New in Operations
Production Update: Last month (June) we shipped 1920 jobs. That includes 271 expedites.
Elizabeth Moore lead all production people with 221 jobs shipped through Salesforce. Thanks for leading the way Elizabeth!!!!
Quality update: Production logged all issues reported through the new ticketing system in salesforce. We documented 27 Production issues. The top 2 Production issues reported was
- Production - Send files to client notify Video dept with 6 instances.
- Production - Create production worksheet
From these 2 issues multiple people received addition coaching, two cross department communication issues were able to get worked out and a known Salesforce issue got more attention.
Case Management: Notable cases in the month
In Re McBride Fire Consolidated Litigation – Mark Poelzer brought this multiparty litigation with nearly 20 depos, scheduled out into August. Lots of moving parts with nearly all depos taking place in person across many cities, with expedited finals.
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: Issue Resolution Dashboard v2 | Salesforce
New to Salesforce
Here’s a summary of the key items we’ve put into Salesforce production since the last newsletter.
Issue |
New Functionality |
Benefit |
Some cases involve multiple customers that may be supported by different sales reps. The current commissions process on Salesforce doesn’t provide a way to allow reps to share commissions. |
Split Commissions / GP |
Allows our teams to share credit for their work, provides reports to help reps ensure commissions are split correctly and supports teamwork. |
Some COD jobs couldn’t be moved from production to “Ready for Billing”. |
Add COD Components to push to billing |
Jobs that were “stuck” in production can now be moved to billing so they can be invoiced |
Copy/back orders that had been marked as expedited would appear to have duplicated work orders in production. |
Fix Issues With Copy/Back Orders |
General work orders are hidden, eliminating the impression that duplicate work orders were created |
Got an unhandled fault on transcription back orders. |
Fix Issues with Back Orders |
Transcription back orders can now be quickly moved from production to billing. |
When a resource added a new party to the system that required us to link to a contact, the products were missing information. It also caused an unhandled fault when trying to move the work order from ‘Ready for Production’ to ‘Ready for Billing.’ |
WOP Products Added Correctly |
Products now have all the correct information and the orders can be moved to billing. |
We were missing opportunities to use our Digital Reporters on bench/jury trials, and sometimes the remote event setup information wasn’t getting completed properly. |
Reports for Bench / Jury Trials and Remote Setup |
We have reports that let us see jobs that could be a good fit for Digital Reporters so that we can help our scheduling team find those matches. They also let us make sure the remote setup information is getting completed. That all works together to help us more effectively use our Digital Reporter team. |
Couldn’t see start dates on copy orders in multiple list views. |
Add Order Witness to Copy Orders |
Adding the witness from the original order to a copy order allowed the event start date to appear on all the list views for copy orders. |
Welcome Danielle to the Team!
Danielle Pope is our newest sales rep in Florida. Here is a little more about Danielle...
Hello everyone,
I’m Danielle, Huseby’s newest Account Manager for the South Florida area. Born and raised in sunny South Florida, I’ve navigated a diverse career journey. After graduating from Nova Southeastern University, I began in litigation sales—a rewarding experience. However, unforeseen circumstances led me to transition into IT staffing sales during the COVID-19 pandemic. While it wasn’t my true passion, I gained valuable experience in sales.
I decided to see what else was out there and using LinkedIn’s open-to-work feature, I discovered Huseby. I’m thrilled to join a team where my passion for assisting legal teams with court reporting, litigation, and trial solutions can flourish once again.
On a personal note, I’ve entered a new chapter as a mother to my 7-month-old son, Ace. Spending time with my family brings me so much joy. When time permits, I love exploring new destination Switzerland remains my favorite travel memory so far. Staying active is also a priority; I’ve recently started doing F45 classes, but I also enjoy running outdoors when the weather is nice.
I’m excited to bring dedication and enthusiasm to my role at Huseby, collaborating with legal professionals to provide top-notch solutions.
Welcome to the team Danielle!
Welcome Brenna to the Team!
Brenna Skalski is our newest sales rep in Georgia. Here is a little more about Brenna...
Hello Huseby People!!
My name is Brenna Skalski, and I am so, so excited to be a part of the team. 😊 I live in Peachtree City, GA (south of the ATL airport) with my husband and two dogs: Rocky and Drago. I was a paralegal for several years in Atlanta before selling court reporting for two years for another company.
I played softball at Georgia State University and graduated in 2018 as an All-American. Woo woo! I am happily retired from softball now, though. I play pickleball in my free-time and am very, very passionate about it. I would love to play professionally one day.
Some of my other hobbies include studying Russian (my husband was born there) and reading fantasy romance novels. Any fellow ACOTAR people in the house?
A final fact about me is that I am also an actor. I starred in a LifeTime movie that filmed in Los Angeles last October, and it was great fun!
I am so happy to work with you all and get to know you. 😊
Thank you for having me!!
Welcome to the team Brenna!
What's New in Sales
Top Performing Sales Reps
Here are the top performing reps across the country for June.
Sales Rep | % of Goal |
David Lew | 136% |
Lauren Shaw |
127% |
Lauren Ladenheim |
117% |
Mark Poelzer |
111% |
Lauren Moulton | 106% |
$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 | $190,965 |
Lauren Shaw |
$169,156 |
Jessica Hutto | $141,620 |
David Lew | $117,134 |
Mark Poelzer | $100,020 |
DEG Cross Sell Club
Here are the reps across the country cross selling DEG trial services.
Sales Rep | Gross Profit |
David Lew |
$6,951 |
Julie Long |
$443 |
Rep Events Across the Country
Voluntary Bar Leadership Conference
Margaritaville- where more than 200 of Florida’s Bar Leaders from throughout the state came together to learn and develop new skills to take home to their local area bar organization. Ana Carroll and Jimmy Singh brought the fun and games recently to the Voluntary Bar Leadership Conference!
Alabama State Bar
Jakob and Candace represented Huseby well at the Alabama State Bar Conference.
What's New in HR/Admin
Welcome our new team members to Huseby!
Kathie Alcala (Chase)
Kassandra Alfonso (Scheduling - Mid-South)
Riley Drouin (DEG)
Keosha Macklin (Production 2nd shift - West)
Nicholas Tarin (Chase)
___________________
Below are team members no longer with Huseby. We wish them the best in their new endeavors.
Taylor Boysen (Marketing)
Esmeralda James (Special Services)
Alaura Sierra (Scheduling)
What's New in LAT's
Mid Atlantic: Running very smooth in every area! Great to see the status stay the same!
Mid South: Running very smooth overall! We have a new sales rep as well with Brenna Skalski!
Florida: New sales rep Danielle Pope. The Operations team is coming into their own and tuning out the noise to handle business effectively!
West: The sales team is gaining traction alongside the operational piece in the West. There is still some work to do, but love seeing the growth in the market! Good things coming soon from the West!
Northeast / C: This area is starting to pick up steam and work very well as a team. We are seeing more and more growth and better teamwork throughout the LAT.
What's New in the Digital Team
Key Takeaways:
- Covered 588 digital reporting jobs in the month of June, totaling over 27,000 pages
- Hailey Grossman has received her AAERT certification and is now licensed with the state of TN
- Launch of Huseby Rewards Program was successful. The Huseby Rewards Program incentivizes higher page counts by rewarding those who go above and beyond
On the Horizon:
- Transitioning to a different digital reporting software (RSPro) as part of the initial integration with Esquire so that all of the reporters are using the same software as a more streamlined solution
- Additions of hardware to our current digital reporting setups to create more uniformity between the equipment the Esquire reporters utilize and our reporters
- Preparing to cover North Carolina Industrial Commission work with the coverage required
Kudos:
John Sheffield- One of our clients was very happy with the service John Sheffield over the weekend. Here is what the client had to say, "Everything went perfectly. I so appreciate you sending John. He was fantastic, courteous and prompt and produced a great product. I pushed him to send me a rough that day and he did a great job."
Rocco Franco- Stepped up to the plate in a last-minute scenario where a client needed a court reporter for an arbitration. Rocco finished his original job and immediately showed up to cover the arbitration when the scheduling team was having issues finding coverage. Thank you, Rocco, for being attentive and immediately switching over to cover the job for our client who desperately needed coverage!
Craig Ellingson- We had a client that needed us to edit audio in order to use for trial the next day. Craig stayed up late at night to ensure that the client had what they needed to get a same-day rough. Thank you Craig for your resilience and willingness to assist in the afterhours to ensure we deliver an excellent client experience!
Lauren Ladenheim put in a Kudos for Sarah Jarvis
This month I need to scream from the rooftops how lucky I am to have Sarah as part of my team. Sarah is my right-hand person here at Huseby and goes over and beyond to help me and my clients. No job is too daunting and even during our worst days, she handles everything that comes her way with a positive attitude and ease. I could not be as successful as I am without her help, and I want to make sure that you all know just how lucky we are to have her.
Sarah-you are the BEST and I appreciate you more than you know! 😊
Mark Poelzer put in a Kudos for Case Management
Great feedback from a client on a large case with us. Case Management and I doing a lot on this one…
From Paralegal Kayla Rodriguez at Rodey Law on the McBride Fire case –
“An organized team like yours makes it easy, you guys have honestly made this cluster manageable beyond what I expected!”
Karyn Polak put in a Kudos for Team Huseby
Just a little KUDOS for our team from a newer client.
Hi Karyn,
I hope that your day has been going well. The court hearing went very smoothly, and we were really impressed with Huseby's work and professionalism at the hearing.
Our office just submitted another request for a court reporter to Huseby for the next court hearing that is scheduled for July 24, 2024, for the same matter. We look forward to hearing from your office soon about the upcoming hearing.
Thank you very much, Karyn! Have a very wonderful rest of the afternoon.
Sincerely,
Emma Tasch
Paralegal
CTM Legal Group - Chicago Office
Jessica Hutto put in a Kudos for Doug and Special Services
I am so very grateful for our Special Services team, from Ashley Hensley, Jacob Sarver and especially Chris Cook and Doug Yarborough who stepped in multiple times this week to do very early morning video edits for a client of mine who urgently needed videos clipped for trial. There was basically no warning and no heads up, just please clip these before this time which I know is not ideal for anyone. They all truly stepped up and catered to my client, getting him what he needed in the quickest turnaround I've ever seen. THANK YOU SO MUCH for taking care of him. Y'all are the BEST!!
Scott Klein put in a Kudos for Lauren Shaw
From: Lauren Shaw
Sent: Tuesday, July 16, 2024 7:52 AM
To: Rebecca Jarrell
Subject: RE: MarcanoGood morning, Rebecca,
Happy Tuesday! Of course, it is our pleasure to arrange this for you.
From:
Rebecca Jarrell
Sent: Tuesday, July 16, 2024 7:54 AM
To: Lauren Shaw
Thank you! You are amazing as always😊
Rebecca Jarrell
Paralegal
Freeman Mathis & Gary, LLP
Debra Neiderfer put in a Kudos for Laken Keeney
When Lexitas could not cover in person we did! They gave us a half hour to do so and our team did it! Morgan Lewis & Bockius
From:
Laken Keeney <lkeeney@digitalevidencegroup.com>
Sent: Tuesday, July 16, 2024 10:08 AM
To: Debra Neiderfer
Subject: RE: URGENT URGENT MUST KNOW IN A HALF HOUR
Deb we have someone, can you call your client and get info ASAP for us thanks!
Robin Barca put in a Kudos for Aleata Rodriguez
Thanks to Aleata for jumping in this morning and covering Miranda being sick on the 8 am depo for my client today!
I Appreciate YOU!
Elsa Estopinan put in a Kudos for Kiara Patrick
Kiara Patrick came through and covered an in-person Dr. Depo same day on the West Coast of Florida when the client accidently set it for remote. Great job!!!!
You are appreciated!
Elsa Estopinan put in a Kudos for Kassandra Alfonso
Kassandra Alfonso was able to find 2 international locations and provided the information to the client within a couple of hours! I truly appreciate it!!
Amanda Potter put in a Kudos for Katt Kubert
Katt stepped in to fill some really big shoes as the South LAT production lead, and there is a Support consensus that she deserves a shout-out! She has absolutely killed it the last couple of weeks with Support hammering her with complex, urgent requests and she has not failed to come through every time. We appreciate you, Kattaleeya Kubert
Jessica Hutto put in a Kudos for Amanda Potter
Thank you, Amanda!
I've had the most insane requests this week from highlighted exhibits needing to be replaced with unhighlighted versions in final transcripts to the biggest exhibit nightmare/puzzle of figuring out which exhibit was actually used and should have been marked and in the final transcript. Really those issues are nothing new, however, the person that is always there to help me when I'm drowning in madness, is Amanda Potter. You are my lifesaver everyday and I'm just so very grateful for you. Thank you for being you, Amanda!!