How To Outsource Your Data Entry – Step-By-Step Guide

Data entry is one of the most time-consuming tasks for a small business owner. And if you’re not an expert at data entry, it can also be one of the most irritating. Wouldn’t it be great if you could outsource some or all of your data entry work?

In this article, we’ll take you through everything you need to know about outsourcing your data entry tasks. You’ll learn what outsourcing is and how it relates to data entry, and we’ll even give you advice on choosing a data entry provider that’s right for your business.

Data Entry Complete Tutorial in Computer – YouTube
Takeaways
1. Determine your data entry requirements and scope of work before outsourcing.
2. Research and select a reliable data entry outsourcing provider with a proven track record.
3. Clearly communicate your expectations, deadlines, and quality standards to the outsourcing provider.
4. Ensure data security by implementing confidentiality agreements and verifying the provider’s security measures.
5. Monitor the progress and quality of the outsourced work through regular communication and periodic quality checks.
6. Continuously evaluate the effectiveness of outsourcing and make adjustments as necessary.
7. Leverage the cost savings and efficiency gains from outsourcing to focus on core business activities.
8. Maintain open lines of communication and build a strong working relationship with the outsourcing provider.
9. Stay updated on industry best practices and emerging technologies in data entry outsourcing.
10. Consider outsourcing additional tasks or expanding the scope as your business grows and evolves.

Step 1 – Assessment

If you don’t have the skills to do it yourself – Hire a data entry specialist.

Assess your needs: how long will this project take? How many hours can I dedicate to it per week? Are there any things that are nice to have, and what’s essential in terms of outcomes? Are there ways I can break down this project into smaller steps that make sense for my skillset and timeframe? By figuring out the above, you’ll be able to better determine if you need to hire a data entry expert.

When choosing a data entry expert: What do their reviews say about them (ie on freelancer websites)? What experience do they have with projects like yours? How quickly can they complete your project? What kind of turnaround time are you looking at for each deliverable that comes out of this project?

Avoiding common pitfalls is crucial for success in the world of data entry freelancing. Our comprehensive guide on 13 Mistakes Data Entry Freelancers Make provides valuable insights and tips to help you navigate the challenges and enhance your freelance career.

Step 2 – Collect The Data

This step can easily be the most difficult. Collecting data is often a tedious and complex process, but it’s important to do it right. Collecting data in a secure and organized way will save you time and a headache in the long run.

Data should be collected at its source, not later on when the source has already been dispersed or destroyed. For example, if your business presents customers with information via paper forms that need to be inputted into a computer system for storage, don’t wait until after customers have signed their forms before entering the information into your system.

Collecting all of the data you need before you begin outsourcing your data entry will save you from having to go back later to collect any additional information that might have slipped through the cracks initially. In addition, collecting more data than you think you need may also prove beneficial later on if new uses for that data are discovered down the road.

Step 3 – Identify The Type Of Data Entry You Need

What data entry work needs to be done? For example, are you looking to outsource image-to-text or PDF conversion? Or do you need data entry services for product descriptions, contact information, or pricing data?

Do you have one-time projects or ongoing projects?. If you have a one-time project, then your important attributes to look for in a data entry specialist might include: Does the contractor need to be located in the same country as you so that they can receive hard copies of the documents needed for entry? Are our training and support tools necessary for this project? How long will it take to complete this one-time project? And how much does it cost?

If you have an ongoing project, then your important attributes might include: Can this contractor scale up with my business if our needs change over time (for example, if we grow from processing 10 orders per day to 1,000 orders per week)? Is this person available during our business hours when we need them most (such as answering phone calls or replying to emails in real-time)?

Now that you know what type of data entry service provider best fits your needs, let’s look at the different ways you can find them.

Outsourcing data entry tasks to freelance professionals can offer numerous advantages to businesses. Discover the diverse benefits of hiring freelance data entry workers in our article on 14 Benefits of Hiring Freelance Data Entry Workers, and learn how it can improve efficiency and productivity.

Step 4 – Organize The Data

You need to organize your data in a way that can be useful for you. There are different ways to do this, from Excel sheets to databases and spreadsheets. You’ll want to decide what type of organization works best for you and your company.

One simple way to organize your data is with an Excel spreadsheet: Open up a new file, then go to File > Import > CSV (comma-separated values) or Text File (.txt) and choose the appropriate option for your needs. The default will be fine most of the time—just make sure there aren’t any errors when importing! If everything looks good after importing, click OK on the dialog box with all fields selected before saving it as an Excel file by going back into File > Save As.

Step 5 – Determine Volume And Turnaround Time For A Data Entry Project

To determine the scale of your data entry project, you need to consider several factors. First, how much data does your company collect? Second, how much time do you have to get the job done? Third, how many resources can you dedicate to this task?

Let’s face it: outsourcing any part of your work is an investment in time and money. You will be required to assess these costs on a project-by-project basis if you want to keep projects on budget and ensure that they are completed within deadlines.

But don’t worry. Your dream team is out there waiting for you. And they won’t charge an arm and a leg either!

Step 6 – Prioritize Accuracy Vs Speed

Now that you have a list of your data needs and what kind of data entry service you’re looking for, it’s time to figure out exactly what your priorities are. Do you value accuracy above all else? Speed? Cost-effectiveness? Security?. Any business considering outsourcing should prioritize security in the list described above. You want to keep your data safe, and so do your customers/clients.

When choosing a data entry vendor, consider how they keep records safe and secure at every stage of the process. Do they store backups in case something goes awry with their systems? Are employees who handle sensitive information background checked before hiring? Are passwords protected and changed regularly to prevent unauthorized access? Is the company compliant with industry standards such as ISO 27001 or GDPR if these apply to your business (they probably do)?

If you’re concerned about cost but need highly-accurate work performed quickly, consider using a Hybrid provider like Flatworld Solutions or Truelancer Marketplace instead of an Indian labor provider like SSG Technologies or Invensis Technologies. While India is known for its low labor costs, its workers often take longer than those residing in other countries a fact that may result in higher project costs overall depending on how much time they spend working on your project.

Eager to level up your skills as a freelance data entry professional? Our guide on How to Become an Experienced Freelance Data Entry Employee offers actionable steps and valuable advice to help you enhance your expertise and unlock new opportunities in the industry.

Step 7 – Make Sure Your Data Is Secure

It’s not uncommon for companies to outsource data entry services, but this can lead to some serious privacy and security issues. To prevent the possibility of your sensitive information getting into the wrong hands, you must find a firm that has a robust data security infrastructure.

One thing you want to check for is SSAE-18 compliance. SSAE stands for Statements on Standards for Attestation Engagements, and as of May 1, 2017, SOC reports replace SAS 70 (Statement on Auditing Standard No. 70) in auditing and attesting services by service organizations like data centers (data collection companies).

Data centers are required to undergo an audit every two years to maintain SSAE-18 compliance, so if you see that your vendor is SSAE-18 compliant, then you know they have been going through this process consistently over the past five years or so.

When looking for an outsourcing company that does your data entry work for you, make sure their standards are up with those set forth by the American Institute of Certified Public Accountants (AICPA). These standards include physical access control systems to keep unauthorized individuals from accessing sensitive information; logical access controls; employee training policies; incident response plans; regular testing and monitoring procedures; and more.

Step 8 – Provide Templates, If Needed

You need to provide any templates, forms, or sample spreadsheets that are required. This will help ensure consistency and help the company determine how much time is needed for the data entry project. Your templates should be clear and easy to use, as well as comprehensive. Even if you’re using the same template for multiple projects, make sure you are providing company-specific brand standards or style guides for data entry staff to use.

Providing templates upfront will reduce errors, improve quality and help you get more accurate pricing from your data entry provider.

Step 9 – Identify Platforms To Use

Before you get started with your outsourcing journey, you need to know where to start looking for data entry services. There are a few platforms that you can use to find these types of services, including freelancing sites like Upwork and Guru.com as well as crowdsourcing sites like CrowdFlower and Amazon Mechanical Turk.

These sites are all good options for finding people who can work on your data entry project, but they’re not the only ones out there. You should also consider checking out platforms that specialize in data entry, such as UpWork or Fiverr.

When choosing which platform to use, it’s important to make sure that the site has a large number of qualified workers who are willing to work on your project at a price point that makes sense for your budget. It’s also important that the site is secure you don’t want anyone else getting access to any sensitive information while working on your project!

Selecting the right data entry company is vital for outsourcing success. Gain insights into the key considerations and criteria for making an informed decision in our guide on How to Choose the Best Data Entry Company, and ensure you partner with a reliable and efficient service provider.

Step 10 – Run A Test Project

Now that you’ve got a good handle on what your data entry process looks like and what kind of data entry services you need, it’s time to take the plunge and get your first test project up and running. While this may seem like a daunting task, it’s one of the easiest parts of outsourcing. That’s because you don’t have to worry about hiring an outsourcer or creating an account. You can just do it yourself.

Step 11 – Finalizing Resources

This is the last step in your outsourcing process. In this step, you will finalize the resources that you will use for your data entry project. This may include hiring a team of freelancers or hiring an agency to help you out with your data entry work. Whatever the case may be, you must have a clear idea of what needs to be done before starting the actual work.

It can be very time-consuming and frustrating if you don’t have a clear idea of what needs to be done before starting something like this. So make sure that all the details are taken care of before starting any kind of project like this.

Maximizing your earnings in the data entry field requires strategic approaches and effective money-making strategies. Learn how to optimize your income potential with our article on How to Make the Most Cash with Your Data Entry Job, and discover actionable tips to boost your financial success as a data entry professional.

Final Thoughts

All in all, data entry can be a valuable asset to your business if you do it right. After drafting a plan and considering the best option for your business, now’s a good time to start thinking about how you want to handle the process. You may find that outsourcing is best for you, especially if your project is more time-consuming than anticipated. When handling sensitive information, it’s important to keep security in mind. Consider these tips when choosing an outsourcing company:

  • Ask about their security practices and make sure they’re up to par with what you need
  • Make sure there has been some kind of background check done on the people who will be handling your data

By doing this research and asking questions before beginning your project, you can feel confident that you have chosen the right provider for your needs.

Further Reading

Here are some additional resources for further reading on data entry outsourcing:

Data Entry Outsourcing: How to Get Started in 7 Easy Steps: This blog post provides a step-by-step guide to help you begin your data entry outsourcing journey smoothly.

Outsource Data Entry Jobs: Explore this resource to gain insights into the benefits and process of outsourcing data entry jobs for your business.

What to Look for When Outsourcing Data Entry Processes: Discover important factors to consider when outsourcing data entry processes, ensuring you make informed decisions for your business.

People Also Ask

What Is The Role Of Data Entry?

Data entry allows businesses to organize and store large amounts of information. It’s a fundamental part of business operations across every industry. These entries are also used to identify trends in customer behavior, forecast market trends, and make decisions that can help lead to future business growth.

What Are The Types Of Data Entry?

There are two main types of data entry: structured and unstructured. Structured data includes any entries that are easily organized, like databases and spreadsheets numerical or text-based information entered in specific fields within rows and columns.

Unstructured data is any information that may be more difficult to classify because it isn’t formatted or organized traditionally (e.g., an image file). This is where outsourcing your data entry can be especially helpful.

Is Data Entry A Good Career?

It certainly can be, but there are a few things to keep in mind when deciding if it’s the right fit for you. Data entry is mainly comprised of entering numbers and characters into various software programs, which can get monotonous after some time. On the other hand, data entry can provide stable income with flexible hours and remote work options. If you’re looking for a new career or just want to help out on the side, something like this might be worth looking into.

What Is The Highest Paying Data Entry Job?

Salary varies depending on your experience and location, but most people make between $12-$20 per hour working as an online data entry clerk. There are also positions specific to certain industries such as medical coding or legal transcription that can pay more than those listed above do.

When Should I Outsource Data Entry?

If you’re a small business, you may not have the resources and manpower to deal with data entry in-house. You can also consider outsourcing if your team doesn’t need to do it every day, but just occasionally. For example, during busy seasons of the year or when you are launching a new project that requires data entry tasks.

Why Should I Outsource My Data Entry?

Data entry is time-consuming and repetitive. It takes up valuable time that could be better spent on other things, like growing your business or making more sales. If you outsource this work, you’ll free up resources to focus elsewhere.

What Is The Difference Between Data Entry And Data Processing?

Data processing is a broader term that covers many activities related to managing and organizing information, including inputting data into spreadsheets or databases, verifying its accuracy and consistency, and transforming them into other formats for further analysis. 

Data entry jobs require less skill than others such as analytics because it focuses solely on putting information into systems instead of analyzing it. Data processors may also be tasked with creating reports from raw inputted information that has been processed through formulas or formulas within spreadsheets.

What Are Data Entry Outsourcing Services?

Data Entry Outsourcing Services is an online directory with listings from over 250 different companies that offer these types of services at competitive prices. The list includes contact information for each service provider so customers can get in touch directly about their needs without having to go through an intermediary like other directories might require them to do first before finding what they need quickly without spending additional time searching elsewhere on the Internet.’

What Are The Skills Required For Data Entry?

Data entry is a skill that can be learned. However, it requires time and patience to master. When you’re starting, it can feel overwhelming and confusing. But don’t give up! The more you practice data entry, the faster you’ll get at it. The following are some skills required for effective data entry:

1. Accuracy: Accuracy is crucial when working with data entry. If you make a mistake in any of your entries, it could mess up your whole project. This means that you need to be able to check your work thoroughly before submitting it to the client.

2. Attention to Detail: Attention to detail is another important quality when working with data entry because mistakes can happen easily if you’re not paying close attention while typing or keying in information into an application or programs like Microsoft Excel or Word (or whatever else).

3. Patience: It takes time and practice for anyone who wants to learn how to do good data entry work well enough so that they can get hired by an agency or company as an employee but if you’re willing to put in the effort and work hard every day until you reach your goals then I guarantee there will be more benefit ahead.

How Do I Know If It’s Worth It? How Do I Get Started?

You can find freelance data entry workers through websites like Fiverr or Upwork. Just make sure that the person you hire has experience with the type of data you’re looking for and knows how to format it correctly for whatever platform/format you need it in.

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