Virtual Coworker

BACKGROUND

Please describe your company and position.

I am the Finance Manager of a healthcare company 

Describe what your company does in a single sentence.

Workplace Injury Management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Virtual Coworker to accomplish?

• data entry
• obtaining receipts
• cost allocation

SOLUTION

How did you find Virtual Coworker?

• Online Search

Why did you select Virtual Coworker over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Virtual Coworker were assigned to this project?

1 Employee

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

Bookkeeping/data entry. Coding bank feeds, obtain receipts from employees, processing invoices into financial system, running exception reports to recode

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?
Successful correct data at the end of each month

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

The person was given overarching objectives that have been met each month

What was your primary form of communication with Virtual Coworker?

• Virtual Meeting
• Email or Messaging App

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

easy to deal with

Are there any areas for improvement or something Virtual Coworker could have done differently?

no we are very happy with their work