Customer Data Audit Preparation -- 2
Budget: $15 – $25 USD
My customer information lives inside the Easy software database, and a scheduled compliance audit is coming up. The task covers everything from entering new records to cleansing what is already there so that every field is complete, consistent, and traceable.
Core scope
• Enter the current backlog of customer records directly into Easy software, matching the structure already in place.
• Review existing entries for duplicates, formatting errors, and missing values, then correct or merge as needed.
• Generate audit-ready exports and summary reports that show the changes made and the date/time/user stamp provided by the system.
• Create a brief step-by-step log of the procedures followed so the process can be repeated internally after the engagement ends.
Acceptance criteria
• Zero duplicate customer IDs in the final dataset.
• Mandatory fields (name, contact, billing reference, and compliance flags) 100 % populated.
• An export file and change log delivered in CSV or Excel plus the on-platform log available inside Easy software.
A working knowledge of Easy software (or the ability to learn it rapidly), strong keyboard accuracy, and an eye for detail are essential because the audit depends on spotless data.
Core scope
• Enter the current backlog of customer records directly into Easy software, matching the structure already in place.
• Review existing entries for duplicates, formatting errors, and missing values, then correct or merge as needed.
• Generate audit-ready exports and summary reports that show the changes made and the date/time/user stamp provided by the system.
• Create a brief step-by-step log of the procedures followed so the process can be repeated internally after the engagement ends.
Acceptance criteria
• Zero duplicate customer IDs in the final dataset.
• Mandatory fields (name, contact, billing reference, and compliance flags) 100 % populated.
• An export file and change log delivered in CSV or Excel plus the on-platform log available inside Easy software.
A working knowledge of Easy software (or the ability to learn it rapidly), strong keyboard accuracy, and an eye for detail are essential because the audit depends on spotless data.