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Call Center Outsourcing

Back-office Support (Data Entry, Document Processing)

Data entry and document processing that keeps your front office moving.

Overview

What we deliver

We handle data entry, document processing, and case work so customer-facing teams stay focused on conversations rather than paperwork.

We provide back-office support for organizations that need accurate, on-time data entry and document processing without growing internal headcount. Our teams handle order processing, claims work, application reviews, invoice matching, account updates, and document classification across your systems of record. We start by mapping each workflow, defining quality criteria, and setting service level targets, then we staff and train operators against those standards. We track throughput, accuracy, and turnaround time daily, and we share weekly reports that highlight backlog status and process improvement ideas. When volumes spike, we add capacity within agreed timelines so service does not slip. We also work closely with your front-office teams to close the loop on cases that need follow-up. The result is a quieter back office, faster case resolution, and customer-facing staff who spend more time helping customers instead of moving paper.

Fit Check

Built for teams like yours

Who it's for

  • Insurance and claims teams
  • Banks and lenders
  • Healthcare administrators
  • E-commerce operations
  • Logistics and supply chain teams

Pain points we solve

  • Growing case and document backlogs
  • Slow turnaround on routine work
  • High error rates in data entry
  • Customer-facing teams stuck on admin
  • Difficulty scaling during peaks
What's included

Capabilities

Everything we cover in this engagement.

  • Data entry and validation
  • Document classification and indexing
  • Order and application processing
  • Claims and case handling
  • Invoice and account reconciliation
  • Email and form triage
  • Quality checks and exception handling
  • Process documentation and audit trails
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Workflow mapping

We document each task, system, and exception path.

02

Standards setup

We agree quality, SLA, and reporting targets.

03

Team onboarding

We train operators and run parallel processing.

04

Steady state

We run daily volumes against SLA.

05

Improvement

We propose automation and process tweaks.

What you get

Deliverables & outcomes

What you get

  • Process maps and SOPs
  • Daily throughput reports
  • Quality audit summaries
  • Backlog status updates
  • Exception logs
  • Monthly review packs

Outcomes you can expect

  • Lower backlog volumes
  • Faster case turnaround
  • Higher data accuracy
  • Reduced internal admin burden
  • Scalable peak coverage
Timeline

3 to 5 weeks to launch

Engagement

Monthly retainer, Project, Sprint

Tools we use

Salesforce, SAP, Oracle, SharePoint, UiPath

KPIs we track

Throughput per FTE, accuracy rate, turnaround time, backlog volume, SLA attainment

Client stories

What clients say

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.
"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Can you work in our systems?
Yes, we operate inside your CRM, ERP, or document platform with secured access.
How do you protect sensitive data?
We follow your security policies, use restricted access, and sign required data agreements.
Can you handle paper and digital documents?
Yes, we process both, including scanning, OCR cleanup, and indexing.
Do you offer automation alongside agents?
Yes, we identify automation candidates and can deliver bots where suitable.
How fast can you scale capacity?
We usually add capacity within two to four weeks depending on training needs.

Need to clear the back-office backlog?

We will scope a pilot for one workflow and show throughput and accuracy gains.