Calendar Software Improvements
Recently, we made some good changes to our Calendar system known affectionately around here as the Super Ajax Calendar. Per a conversation yesterday I had with a client about their transcript turn-around time, I've implemented several global changes within the system. This is the advantage, as I see it, to having 100% custom calendar software. I can hear a great suggestion for an improvement directly from the horse's mouth -- a client, I mean -- and have the flexibility and ability to implement those changes swiftly.
Calendar Improvements
1. The Client Preferences area of any account now spells out explicitly their needs and wishes. These preferences can be anything from the turn-around policy, billing requirements, production notes, or other. Now all Calendar staff will be reminded of the client's preferences each and every time one of their jobs comes on calendar.
2. The day before each job we send out an email to each reporter giving them the 411. This email now contains any pertinent client preferences specifically about turn-around policy or other items. The email going to the reporter looks something like this:
DEPOSITION DATE / TIME:
12/18/2008 2:30p.m.DEPONENT / CASE CAPTION:
John Doe
Doe vs. DoeYOU NEED TO GO TO:
Dr. John Doe, M.D.
100 Main Street #301
Santa Barbara CA 90210OUR CLIENT IS:
John Doe & Associates
2119 Elm Ave
Orange, CA 92569
Tel: 714-555-1212 Fax: 714-555-1212*** SPECIAL CLIENT REQUESTS ***
This firm is adamant about getting their transcripts back in 2 weeks. So please get the transcript turned in to us ASAP on Day 10. Thank you!JOB DUE DATE:
Unless expedited, this job is due in 10 days on 12/28/2008. If it is expedited, please call our office ASAP: (951) 296-0114.WHERE TO TURN IN THE JOB:
Email ASCII to <a href='mailto:production@toddolivas.com'> production@toddolivas.com</a>.Send all Exhibits, Certs & Invoices to:
41690 Enterprise Circle North
Suite 200CC
Temecula, California 92590
(951) 296-0114 - Main Line
(951) 848-0789 - FaxDOWNLOAD THE NOTICE:
[link information provided]
All these kinds of additions to our system make it fun and exciting to be a small business. I know it's a small change, but they add up to hopefully being a good court reporting service that our customers will come back to year after year.
Thursday, December 18, 2008
