DataPlus

OPPORTUNITY / CHALLENGE

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

The office has grown so much that we needed these services in order to keep up with the patient load.

What type of work can your internal staff avoid by using a back office service?

It gives us extra time to the patients and to do the other things that need to be done.

What were your company’s goals for the partnership with this service provider?

Our goals were to save time, reduce cost, and reduce errors.

SOLUTION

What do they provide for you on a normal basis?

They provide organization.

Could you describe their pricing structure and how they bill you?

We are billed monthly with package deals.

How did you find and select them?

We heard of them through a broker.​​​​​​​

RESULTS & FEEDBACK

Please assess their quality of work.

We are impressed with their lack of errors.

How much time and money do you estimate that they save you each month?

They save us $1000 a month.

Based on your experience, what takeaways can you share about working with them?

There are no cons. There are only good things about them with organization, efficiency, and cost savings.

What do you think are their strengths?

Their strength is their organization.

Where do you think they can improve?

There is nothing they need to improve.

OPPORTUNITY / CHALLENGE

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

Our company's needs have changed. We have acquired more clients and needed more employees to handle them.

What type of work can your internal staff avoid by using a back office service?

An estimated 60% of the workload was reduced using back office services.

What were your company’s goals for the partnership with this service provider?

Our goal is to reduce cost. By partnering with DataPlus, we hope to reduce time spent for in-house employees to do that work.​​​​​​​

SOLUTION

What do they provide for you on a normal basis?

They provide recruiting for a specific position.

Could you describe their pricing structure and how they bill you?

DataPlus bills the company hourly. We will be using them for at least 1-2 years.

How did you find and select them?

We found them through online research and recommendations.​​​​​​​

RESULTS & FEEDBACK

Please assess their quality of work.

We measure DataPlus' success by our company goals and end-of-year costs. I believe they are up to our company's standards.

How much time and money do you estimate that they save you each month?

I would estimate that they save the company $5,000-$10,000 yearly.

What do you think are their strengths?

I believe that they help the company maintain deadlines; they respond quickly.​​​​​​​

OPPORTUNITY / CHALLENGE

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

We use this service because it is helpful.

What were your company’s goals for the partnership with this service provider?

Our goal was to get some more help.

SOLUTION

What do they provide for you on a normal basis?

They provide good service.

How did you find and select them?

We found them through an online search.

RESULTS & FEEDBACK

Please assess their quality of work.

They provide more help for us.

How much time and money do you estimate that they save you each month?

They save us 20%.

What do you think are their strengths?​​​​​​​

Their strength is their good service.​​​​​​​

Where do you think they can improve?

They can provide even more service.​​​​​​​

OPPORTUNITY / CHALLENGE

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

My firm has grown steadily over the last 10 years. Handling client and account information became more than 5 or 6 associates could reliably handle, so we went with DataPlus.

What type of work does your internal staff avoid by using a back office service?

15%.

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

Our goals were to save labor costs, gain efficiency and free up resources for sales and development.

SOLUTION

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

They help with data entry, processing, and cleansing.

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

DataPlus bills us quarterly, and we revisit our contract every 3 years.

How did you come to work with this service provider?

We found them through an online search.

How would you assess the service provider's ability to turn around quality work, to provide customer service, and to communicate?

We've had no complaints with DataPlus; their work has been more reliable than our former in-house team.

How much time, in hours, does this service provider save you each month?

80-100 hours.

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

$40,000 - $60,000.

RESULTS & FEEDBACK

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

DataPlus has given us consistently reliable work. Their customer service has been excellent. Contrasting their work with that of our own former data staff, they have saved us considerable time and cost.

What are the service provider's strengths?

Their strengths are customer service and reliability.

How can the service provider improve?

We haven't used other vendors, so I can't really say, but we have no complaints.

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

Jan. 2012 - Sept. 2017.

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

$50,000 to $199,999.

OPPORTUNITY / CHALLENGE

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

We use these services because my company finds it beneficial and useful. DataPlus helps us keep up to date and organized with all our company’s data.

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

It helps avoid confusion and data hiccups, as well as anything bad happening. Our files are automatically backed up every 6 hours, which are stored in an external server in case of an external threat.

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

We wanted to come together with a provider that would help us better our company as a whole, and improve as much as possible. I think that, for the most part, we have been able to accomplish these goals. That is a huge plus.

SOLUTION

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

They help store all the information and data we need from our servers onto another external server by automatically backing up all the company's files. This keeps all the company's finances, vitals, templates, charities, payroll, etc. in a neat order.

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

We are on an automated month to month plan that is paid via our business card. We pay somewhere around $250 a month for the servers as well as the services provided.

How did you come to work with this service provider?

A company friend of mine suggested them to me.

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

I find that they are wonderful and a beneficial asset to my company.

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

We easily save a few thousand dollars a month because we don’t have to hire a team of people who would otherwise have to the work manually.

RESULTS & FEEDBACK

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

I have had no cons when it comes to working with them. My experience has been nothing but positive. I have greatly benefited from the services they provide.

What are the service provider's strengths?

They provide a number of services that are beneficial to what my company needs.

What areas can the service provider improve?

I don't think that there is anything that needs to be improved.

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

We have been working with them for a little over three years now.

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

Our company is investing somewhere from $5,000 to $9,999 each year.

OPPORTUNITY / CHALLENGE

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

We feel it is cheaper and more efficient to hire an outside source.

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

About 50% of the work.

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

To reduce the admin duties.

SOLUTION

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

Invoicing, billing, and data entry.

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

It is a long-term need and our billing structure reflects that.

How did you come to work with this service provider?

Through a referral.

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

We measure through our own percentage of collections and errors.

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

50% of the labor is saved.

RESULTS & FEEDBACK

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

They have allowed us to focus on more lucrative things.

What are the service provider's strengths?

Ease of use.

What areas can the service provider improve?

None.

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

Since May, 2014.

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

It is in the $10,000 to $49,999 cost bracket.

OPPORTUNITY / CHALLENGE

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

I needed the assistance.

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

Our staff can avoid 25% of the back office work.

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

We truly needed to save time.

SOLUTION

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

They deliver us their data entry services.

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

We’re billed quarterly.

How did you come to work with this service provider?

They were a recommendation from my company.

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

They save us time and money.

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

We save 20-30% every month.

RESULTS & FEEDBACK

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

We’ve saved money and time.

What are the service provider's strengths?

They save us money.

What areas can the service provider improve?

They should provider services faster to implement.

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

We started in January 2017 and it is ongoing.

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

We are investing an amount between $50,000 to $199,999.