Fastaffer Academy

Capstone Project: Full Business Data Entry Simulation

This capstone brings together everything you’ve learned across all four modules into a single, realistic project: you will act as a remote data entry contractor hired to set up and run the data operations for a small business from scratch. There is no new material to learn here—this is where you prove you can apply it.

Scenario

You’ve been hired by a small business owner (you may invent a simple, realistic business—an online shop, a local service business, a small consultancy) who has been managing everything on paper and in their head. They need you to set up a proper system and run it for one simulated week.

Deliverables

Complete each of the following components and submit them together as your final capstone submission:

1. Collect Customer Data

Define what customer information your business needs (name, contact details, and at least 2 business-relevant fields) and collect or generate at least 15 sample customer records.

2. Build a Form

Using any free form tool from Lesson 4 (Google Forms, Microsoft Forms, Typeform, Jotform), build a form that could realistically collect this customer data, with appropriate field types (dropdowns, required fields, validation) and at least 5 fields.

3. Clean a Spreadsheet

Take your 15+ customer records (or a provided messy dataset) and apply the data cleaning process from Lesson 7: remove duplicates, standardize formatting, trim spaces, and flag any missing required fields rather than guessing them.

4. Enter CRM Records

Using a free CRM tool or a spreadsheet structured like one (Lesson 9), create contact and company records for your cleaned customer list, and add at least 3 deals/opportunities at different pipeline stages.

5. Track Expenses

Build a simple expense and petty cash tracking sheet (Lesson 10) for your simulated business and record at least 10 sample expenses across at least 3 categories, with running totals.

6. Generate Reports

Using your expense data and/or your CRM/sales data, build one summary report with a pivot table and chart (Lesson 12), including a clear title, date range, and a one-line summary of the key takeaway.

7. Deliver a Final Presentation

Write a short (under one page) client-facing summary that a real business owner could read in two minutes. It should explain, in plain language: what system you set up, what the data shows so far, and one specific recommendation based on the data. Use the professional communication habits from Lesson 15—lead with the point, be specific, and keep it client-ready.

Submission

Submit all of the above as a single document or compressed folder containing:

1. Your customer data form (link or screenshot)
2. Your cleaned customer spreadsheet
3. Your CRM contact/company/deal records (export or screenshots)
4. Your expense tracking sheet
5. Your summary report (with chart)
6. Your one-page client presentation

Grading

This capstone is scored out of 100, roughly 14–15 points per deliverable above. Your reviewer is checking for the same things a real client would: accuracy, consistency, clean formatting, and clear, professional communication—not perfection or polish beyond what was taught in the course.