Data Entry & Document Management – Consultation (Hour)

Data Entry & Document Management – Consultation (Hour)

R300,00

Typical Tasks Examples

For Small Business:

  • Enter customer contact details from business cards
  • Input sales data from receipts into accounting system
  • Organize contracts and invoices by date/client
  • Create inventory spreadsheets from stock counts

For Professionals:

  • Input client information into practice management software
  • Organize case files and correspondence
  • Create formatted reports from raw data
  • Maintain contact databases

For E-commerce:

  • Enter product information into online stores
  • Process order data into fulfillment systems
  • Organize product photos and descriptions
  • Update inventory levels across platforms

Quality Assurance

  • Double-check all data entry for accuracy
  • Use spell-check and formatting tools
  • Create backup copies of important work
  • Regular audits of filing systems
  • Client approval process for major organizational changes

Deliverables

  • Weekly progress reports showing completed tasks
  • Before/after screenshots of organized systems
  • Summary of data volumes processed
  • Recommendations for system improvements

Security Measures

  • Secure password management
  • Regular deletion of sensitive files from your systems
  • Confidentiality agreements
  • Encrypted file transfers when necessary
  • Database updates and maintenance
  • Document formatting and organization
  • Basic spreadsheet creation and management
  • File organization systems
  • Price range: R600-1,000/month

Setup Process:

  1. Client provides access to relevant systems (Google Drive, Dropbox, CRM, etc.)
  2. Establish file naming conventions and folder structures
  3. Create data entry guidelines and quality standards
  4. Set up secure file sharing protocols
  5. Provide client with document submission process

Workflow Options:

Option 1: Batch Processing

  • Client sends weekly batch of documents/data
  • You process within agreed timeframe (24-48 hours)
  • Return completed work with summary report

Option 2: Ongoing Management

  • Daily monitoring of shared folders for new items
  • Process items as they arrive
  • Maintain organized filing systems continuously

Tools & Software:

  • Cloud storage: Google Drive, Dropbox, OneDrive
  • Spreadsheets: Excel, Google Sheets
  • Document editing: Word, Google Docs
  • PDF tools: Adobe Acrobat, SmallPDF
  • OCR software: for converting scanned text
  • Database software: Access, Airtable, or web-based CRMs

Software as preferred/supplied by client.

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