Data Entry & Data Processing Services
A dedicated data entry pod in India that keys, checks and processes your forms, invoices, records and catalog data inside your own systems, with every record verified by a person.
Overview
Data entry is rarely anyone's main job, which is exactly why it piles up. Invoices wait to be keyed, scanned forms sit in a shared inbox, customer records go un-updated and product listings fall behind the stock that is actually on the shelf. Infusion Business Intelligence runs dedicated data entry and data processing pods from its delivery centres in New Delhi and Haldwani, India. The pod logs into your Salesforce, HubSpot, Zoho CRM, ERP, spreadsheet templates or web portal, keys data from the documents and files you route to it, and checks its own work before anything is saved. OCR software reads typed documents where it helps; a specialist then verifies and corrects every captured field. Critical fields can be keyed twice and compared. You get clean, structured data in your system of record, with daily reporting on volume, turnaround and error rates.
What is data entry outsourcing?
Data entry outsourcing is handing the keying, capture and processing of business data to an external team. Infusion BI runs it as a dedicated pod in India that works inside your CRM, ERP or portal, combines OCR with manual verification, and reports accuracy and turnaround daily. No data is processed outside client-approved systems.
Common Operational Challenges
Documents Waiting to Be Keyed
Forms, invoices and applications arrive faster than staff can enter them, so downstream teams wait on data that is sitting in an inbox.
Typing Errors That Travel
A transposed digit or wrong field at entry becomes a wrong bill, a failed match or an audit query weeks later.
Skilled Staff Doing Manual Entry
Analysts, account managers and operations staff spend hours re-typing data instead of using it.
Volume That Never Stays Level
Month-end, seasonal peaks and one-off migrations create spikes that a fixed in-house team cannot absorb without overtime.
Target Outcomes
Backlogs cleared and kept clear, structured data entered into your own systems, and daily visibility of volume, turnaround and error rates.
Capabilities & Solutions
Document & Form Data Entry
Keying data from scanned forms, PDFs, applications and other documents into the fields your system expects.
Invoice & Purchase Order Entry
Entering invoice details, matching them to purchase orders and supporting payroll processing inputs.
Customer & Policy Record Updates
Creating and updating customer, account and policy records inside your CRM as changes come in.
Product Catalog & Inventory Entry
Product listing descriptions, inventory updates and categorisation checks for e-commerce and retail catalogs.
OCR Capture With Human Checks
OCR reads typed documents to speed up capture; a specialist verifies and corrects every field before it is saved.
Document Indexing & Data Processing
Indexing documents, converting data into your templates and formats, and double-keying critical fields for comparison.
Onboarding & Delivery Process
Discovery
Assess operations volume, tools stack, and client expectations.
Solution Design
Co-author operational workflows and custom quality checks.
Recruitment
Profile and onboard domain-certified BPO specialists.
Pilot Launch
Deploy minor pilot pods to establish routing configurations.
Scale & Audit
Deploy full operational volume under daily KPI reviews.
Discovery
Assess operations volume, tools stack, and client expectations.
Solution Design
Co-author operational workflows and custom quality checks.
Recruitment
Profile and onboard domain-certified BPO specialists.
Pilot Launch
Deploy minor pilot pods to establish routing configurations.
Scale & Audit
Deploy full operational volume under daily KPI reviews.
Technology & Integrations
Your Systems of Record
Salesforce, HubSpot, Zoho CRM, custom ERP systems, spreadsheet templates and secure web portals.
OCR With Human Verification
OCR software speeds capture of typed documents; a specialist checks and corrects each indexed field.
Automated Validation
Validation scripts flag missing fields and format errors before a record is accepted.
BI Reporting Dashboard
Processing speed, daily volume and error rates visible to your team.
The Infusion BI Difference
Infusion Business Intelligence differs from a traditional BPO vendor in four operating areas: staffing, quality assurance, reporting, and SLA governance. Infusion BI assigns dedicated delivery pods instead of shared agent pools, AI-audits 100% of interactions instead of sampling, and reports through live dashboards instead of static weekly summaries.
| Area | Traditional BPO | Infusion BI |
|---|---|---|
| Staffing model | Shared staffing pools with high churn rates. | Dedicated delivery pods assigned exclusively to your program. |
| Quality assurance | Manual random QA call/ticket sampling checks. | 100% real-time AI conversations quality audit checks. |
| Reporting | Static weekly basic text reports. | Live executive BI client performance dashboards. |
| SLA governance | Generic SLA parameters with reactive support. | Domain-specific governance and SLA accountability. |
Who This Is For — and Who It Isn’t
A good fit if you…
- Finance, operations and sales teams with a steady flow of forms, invoices or records that need keying every day.
- E-commerce and retail businesses whose product listings and inventory records fall behind what is actually in stock.
- Companies facing a large backlog or a system migration that want extra specialists added for the bulk work.
- Teams that want data entered directly into their own CRM, ERP or portal rather than returned as a separate file.
- Regulated businesses (BFSI, insurance) that need data entry under clean-desk, zero-local-storage rules.
Not the right fit if you need…
- A one-off task of a few days rather than an ongoing data entry operation.
- Medical or clinical coding. We do not provide it.
- Work that requires sending your data outside client-approved systems, or keying from originals held on paper at our desks.
- Programs that need staff physically on-site in your country.
Scope & Exclusions
The pod owns getting data from your source documents and files into your systems correctly and on time. Field rules, source types and turnaround targets are written into the SOW before go-live.
What the team does
- Data entry from scanned forms, PDFs, images and digital files you route to the pod.
- Invoice entry, purchase-order matching and payroll processing support.
- Creating and updating customer, account and policy records in your CRM.
- Product listing descriptions, inventory updates and catalog categorisation checks.
- Document indexing, data conversion into your templates, and double-key checks on critical fields.
- Daily reporting on volume processed, turnaround and error rates, with open exceptions listed.
What it explicitly does not do
- No data processed outside client-approved systems.
- No clinical or medical coding.
- Unreadable or conflicting source data is flagged for your team; values are not guessed.
How It Works
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01
Field rules and sources agreed
During onboarding we document which documents and files come to the pod, which system each field goes into, the format rules for each field, which fields are double-keyed and how exceptions reach your team.
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02
Work arrives in your queue
Documents and files land in the queue, inbox, folder or portal you choose inside your environment. The team lead assigns them to specialists and tracks each batch against the agreed turnaround.
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03
Data captured
Typed documents are read with OCR where that speeds things up; everything else is keyed directly. Each value goes into the field your rules say it belongs in.
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04
Checked before it is saved
A specialist verifies and corrects every captured field. Validation scripts catch missing values and format errors, and critical fields are keyed twice and compared.
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05
Exceptions sent back, not guessed
Pages that cannot be read, values that conflict and documents that do not match your rules are logged as exceptions and returned to your team with a note.
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06
QA sampling and daily reporting
The QA analyst samples completed records against the rubric. You receive daily figures on volume, turnaround and error rates, and any error triggers corrective action.
What We Measure
- Processing accuracy rate (99.9% published across data processing programs)
- Records or documents processed per day
- Batch turnaround time against the agreed SLA
- Error rate found in QA sampling
- Exceptions returned for client input
- Backlog remaining at the end of each day
The Dedicated Data Entry Pod
Your program starts with one small dedicated pod — data entry specialists plus a team lead and a QA analyst — sized in the SOW to the agreed volume. Headcount is never shared with other clients.
Data Entry Specialists
Background-verified specialists trained in data-security compliance, your field rules and the systems they key into.
Team Lead
Assigns batches, watches turnaround and backlog, routes exceptions to your team and owns daily reporting.
QA Analyst
Samples AI-scored records against the QA rubric and drives corrective action on any error.
The pod works inside your Salesforce, HubSpot, Zoho CRM, ERP or secure database connections — no data is processed outside client-approved systems — with ISO 27001-aligned controls (certification in progress).
Quality & Governance
Every completed record is scored by AI-assisted QA against five dimensions and sampled by the pod's QA analyst. Failures trigger CAPA (corrective and preventive action).
Accuracy
Every keyed value matches the source document.
Compliance
Data-handling, clean-desk and access rules are followed.
Outcome
Each record is complete against the agreed fields and ready to use.
Customer Experience
Clarity and professionalism wherever your customers are contacted.
Process Adherence
Field rules, system logging and exception path used.
Governance cadence
Daily performance reports, weekly governance reviews and monthly business reviews.
Pilot & Engagement Terms
The pilot is the standard 3-month initial term — there is no separate "free trial". You start small, measure against agreed metrics, and decide at the end of the term whether to scale, adjust or exit.
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01
Discovery & scoping
A scoping call, then a written pilot SOW with 3–5 success metrics agreed before go-live.
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02
NDA + SLA
NDA and SLA are signed before any data transfer.
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03
Onboarding & certification
Onboarding and agent certification take 2–4 weeks.
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04
Live delivery
Daily performance reports and weekly governance reviews from day one of live work.
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05
Pilot review
An end-of-term pilot review: scale, adjust, or exit.
Pod
One small dedicated pod — agents plus a team lead and a QA analyst — sized in the SOW to the agreed volume. Headcount is never shared with other clients.
Pricing
Per dedicated FTE per month or volume-based, quoted after scoping.
Exit terms
No obligation to renew after the initial term. On exit, your SOPs, knowledge base and reports are handed back, system access is revoked, and your data is returned or deleted per the agreement.
Frequently Asked Questions
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Coordinate with our directors to align your delivery parameters and quality control metrics.
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