Data Entry Outsourced

BACKGROUND

Please describe your company and position.

I am the Marketing Director of My Car Auto Protection

Describe what your company does in a single sentence.

We provide vehicle protection plans and extended warranty services for car owners across the U.S.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Data Entry Outsourced to accomplish?

• We hired Data Entry Outsourced to organize and standardize our customer policy data ahead of migrating to a new CRM system.

SOLUTION

How did you find Data Entry Outsourced?

Online Search

Why did you select Data Entry Outsourced over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Data Entry Outsourced were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project involved cleaning and structuring around 21,000 customer policy records, including contract details, expiration dates, and contact information. They also removed duplicate entries (roughly 15% of the database) and reformatted the data to match our CRM import requirements. A separate categorized dataset for active vs expired policies was also created.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The cleaned database improved our campaign targeting significantly—we were able to re-engage over 4,000 customers with expired policies, resulting in a noticeable uptick in renewals within the first quarter.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They followed a milestone-based approach and shared progress every few days. The full dataset was delivered within 3.5 weeks, with only minor revisions needed after the first batch.

What was your primary form of communication with Data Entry Outsourced?

Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to handle large datasets with sensitive customer information while maintaining accuracy and consistency was impressive.

Are there any areas for improvement or something Data Entry Outsourced could have done differently?

Turnaround time on the first batch was slightly slower than expected, but after that, the pace improved and stayed consistent.

BACKGROUND

Please describe your company and position.

I am the Director of Gn2s Construction

Describe what your company does in a single sentence.

We are a construction company providing residential and commercial building services, including renovations, new construction, and end-to-end project management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Data Entry Outsourced to accomplish?

• We engaged Data Entry Outsourced to digitize and organize our backlog of paper-based project records and supplier invoices accumulated over several years

SOLUTION

How did you find Data Entry Outsourced?

Online Search

Why did you select Data Entry Outsourced over others?

• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from Data Entry Outsourced were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project involved digitizing and structuring around 8,500 documents, including invoices, material logs, and subcontractor records. They categorized expenses by project, created searchable digital files, and built a structured spreadsheet system for tracking costs and vendor payments.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We reduced manual paperwork handling by about 60% and improved expense tracking accuracy significantly. The new system helped us identify nearly $22,000 in previously untracked costs, which improved our budgeting for future projects.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They maintained consistent communication and provided weekly progress updates. The project was completed within the agreed 4-week timeline, with deliverables shared in phases.

What was your primary form of communication with Data Entry Outsourced?

Email or Messaging App

What did you find most impressive or unique about this company?

Their attention to detail stood out especially in categorizing complex construction expenses and maintaining consistency across thousands of records

Are there any areas for improvement or something Data Entry Outsourced could have done differently?

A short onboarding session or guide for using the final database would have been helpful, but overall, the experience was very positive

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of SKC Improvements

Describe what your company does in a single sentence.

We are a home improvement company specializing in residential renovations, remodeling, and property upgrades across multiple service areas.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Data Entry Outsourced to accomplish?

• We hired Data Entry Outsourced to clean up and organize our growing customer and project database, which had become difficult to manage after handling over 2,500+ projects in the last few years.

SOLUTION

How did you find Data Entry Outsourced?

Online Search

Why did you select Data Entry Outsourced over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Data Entry Outsourced were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope included restructuring approximately 12,000 customer records, standardizing address formats, removing duplicate entries (around 18% duplication rate), and organizing project histories into a centralized CRM-ready format. They also converted multiple Excel sheets into a single structured database and created categorized fields for leads, ongoing jobs, and completed projects.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

After the cleanup, we reduced data retrieval time by nearly 40%, and our sales team was able to follow up on about 1,300 previously unorganized leads, resulting in a noticeable increase in conversions within the first two months.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was smooth overall. The initial delivery required minor adjustments due to our inconsistent file formats, but once clarified, they delivered all remaining batches on schedule over a 3-week timeline.

What was your primary form of communication with Data Entry Outsourced?

Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to handle messy, unstructured data and turn it into something highly organized was impressive. They also scaled quickly when we added an extra 3,000 records midway through the project

Are there any areas for improvement or something Data Entry Outsourced could have done differently?

At the beginning, more proactive clarification of the  file structure could have reduced the need for revisions. However, they adapted quickly after the first feedback round.

OPPORTUNITY / CHALLENGE

Why does your firm need back office services? Did you use to handle these needs in-house?

We didn’t handle these needs in-house, and needed support.

What types of work can your internal staff avoid by utilizing a back office service?

Our staff avoids about 50% of the work we previously had to do.

What challenge were you trying to address with the service provider?

We just needed to get the work done.

SOLUTION

What was the scope of the service provider's involvement?

They helped us retrieve aata for information on our work.

Could you describe the service provider's pricing structure and how they billed you?

We have a temporary plan with them.

How did you come to work with this service provider?

We found them online.

How would you assess the service provider's ability to turn around quality work quickly, their client service, and communication?

They are good.

How much time and money does this service provider save you each month?

The amount we save totals to $124,490 each month.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

They add success to our company.

What are the service provider's strengths?

They save us money and time.

What areas can the service provider improve?

I am not entirely sure.

How long has your company been working with this service provider?

We’re just past four years.

How much money do you spend annually with this service provider?

We’re spending at least $10,000,000 or more every year.