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Time-critical Invoice Data Entry Project for Leading Global Management Firm

The Client - A Leader in Global Management

Our client is a global management consultancy with a collaborative, personable, and entrepreneurial approach. Their consultants immerse themselves in each company they work with, gaining deep insights into the business' operational and strategic potential. These consultants operate on principles of co-creation, developing tailored solutions specifically for their own clients.

global management consultancy

Requirements for the Invoice Data Entry Project

The client approached Data Entry Outsourced (DEO) for a CRM data entry project. We were tasked with capturing information from our client's invoices, accurately transferring the details to the client's CRM along with clear image uploads of the invoices as well. The invoices detailed the daily expenses of the account managers in various departments, and as such, we needed to ensure total accuracy and speed of service while using the secure web portal shared with us by the client.

Challenges Faced by Our Team

We needed to find a single dedicated FTE resource with experience in accounting who would be available for this long-term project. Processing the 3000 invoices of the 20 different managers per month is no small task, so it was essential only to assign a professional who would be up for the challenge.

Our Process for this CRM Data Entry Project

Once we ironed out the final details with the client, we developed a step-wise process that would keep this ongoing project running smoothly:

  • Invoices were received via email.
  • Our dedicated FTE resources set about organizing the invoices according to the corresponding managers.
  • Information in the scanned invoices was captured and added to the CRM.
  • Our FTE ensured that all the images of the invoices were clear before uploading them as well.
  • This project continues to run smoothly, and we deliver updates to the client on a regular basis.

More than 50% Cost-Benefit for the Client

By working with us, the client has enjoyed an almost 50% cost saving on this outsourced data entry service. Additionally, being in a different time zone affords us the opportunity to offer support and updates before the client's official work day begins. We continue to provide excellent service on this project and expect to work on similar tasks for this client in the future.

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