All things Data
What do we mean by data? Anything that relates to your client or your staff: contact details, invoices, contracts, information about their business, staff and clients, etc.
More importantly, though, how are you looking after that data? The services I offer are to enable you to manage their data appropriately and compliantly:
- Assistance with your CRM: choosing the right one for you, setting it up, transitioning across, cleaning your data
- Choosing an invoicing system and setting up any processes around it
- Choosing and implementing your HR management tool: setting it up, transitioning across
- GDPR and PECR compliance: a review of all data and how it’s used, production of policies and procedures to comply with the current ruling, training of staff, implementation of any changes required to ensure compliance