Worksuite Erfahrungen

Excellent product! Shortlist has streamlined several of our internal freelancer management processes

Kommentare: A streamlined solution to freelancer management! We used to have a fragmented system that involved using several tools for various parts of freelancer management: onboarding, information tracking, project assignments, performance tracking, etc. We are now able to fulfill all of these duties using one single platform, which drastically cuts our admin time and creates a smoother, more consistent workflow and user experience.

Vorteile:

From an internal perspective, Shortlist greatly reduced our admin time spent on freelancer management and allowed us to centralize many management duties. The platform helped us to streamline freelancer onboarding, information tracking, project assignments, performance tracking, and more. Before Shortlist, we were using several different tools to accomplish what is now done in one single platform! The project assignment functionality was the biggest attraction for us. It's the most robust I've seen, offering several assignment workflows. Our company works on a bidding system -- freelancers essentially opt into potential projects by bidding for work -- and Shortlist seamlessly supports and has enhanced our system. In addition, the platform is very user friendly for both administrators and freelancers. Although the platform offers a robust selection of tools to assist in freelancer and vendor management, the interface is clean, simple, and easy to navigate. The user friendly workflow greatly reduces the potential for confusion or questions, which is vital when working with a large external workforce. Lastly, the Shortlist team is clearly committed to the success of their customers. The team has been extremely communicative, receptive to feedback, and quick to offer helpful insights or suggestions on how to maximize use of the platform.

Nachteile:

There's nothing I explicitly dislike about the platform. However, I'd love to see more customization options, especially in regards to freelancer profiles and the internal performance tracking system.

WorkSuite works for me

Vorteile:

It's an intuitive platform that is flexible and able to customize to our company's unique needs. Support is usually responsive to help tickets.

Nachteile:

We had some issues updating Workflows and needed to ask for help.

Review

Kommentare: Overall Worksuite has been useful, but it would be great to see a lot more streamlining of the process and the interface.

Vorteile:

The payments tab is fairly easy to use, though it would be useful to see who the invoice approver is at a glance so you don't have to click into the assignment to find that info.

Nachteile:

Our teams are struggling with getting freelancers through the many (sometimes redundant) steps that need to happen for a Worksuite Pay assignment to be live. The interface is not very intuitive for freelancers and managers are often spending large amounts of time walking freelancers through every step of the process, even if freelancers have been through the process in the past. For example, on freelancers' dashboards they can see all assignments where the onboarding workflow has been completed, but it's not obvious where their 'in progress' assignments are. On the manager side of things, I have to click through several different screens to get to the 'full details' of an assignment, which is one of the things I look at most frequently. In general it would be great to have fewer steps to get to the necessary information.

Great database

Kommentare: Great, this database helps me a lot

Vorteile:

It is customizible, simple and user-friendly

Nachteile:

Some of the custimized features’ implementation process took longer than expected

Database organization

Kommentare: Fantastic customer service! I could easily book a one-on-one customer support session online and ask questions. I never felt like an idiot asking questions, I was always taken seriously, and everything was explained really well. I feel that the DropBox Sign (previously HelloSign) works really well and I love that I can get an email every time an Agreement is filled out.

Vorteile:

I like that your Customer Service is so responsive and easy to meet with. I never felt like my questions are ever unanswered and I've had several brainstorming sessions via video chat that have been super helpful. I like that I can manipulate the filters to my liking.

Nachteile:

I dislike how the resumes require downloading. I much prefer when they are embedded for a quick view. I now have a work around but it's very frustrating to click the back button and lose your search results. The weird glitch with the "sharing profile" option that made me lose half my database temporarily was a bit panic-inducing. I don't really use that feature (I think I thought it was something else), so it's not a dealbreaker that was just a tough day. I do like that I can change the filters but they can't be used again with the same name, which doesn't help with new versions of a database overhaul. I wish the "Skills" section could be manipulated on our end. For example, it doesn't have all the languages we need to list for our super vendors, so I have to create a tagging workaround. I also wish the "Skills" section was more user-friendly on the user side. I also wish I could make a more elaborate Workflow that could branch a little better. I also tried implementing Zapier with Worksuite and/or SmartSheet but it was too limiting for what I needed to do.

The FMS of my dreams!

Kommentare: When I began the hunt for a FMS for our small start-up, I was working out of no less than five massive spreadsheets -- not to mention the hundreds of files floating around -- just to keep track of our freelance projects and payments. I found Shortlist via Google search, and from my very first contact I've been impressed with the software and especially, the team. I was able to consolidate all of my scattered processes into one location, and the ability to manage all aspects of a freelancer's work cycle, from on-boarding to assignments to payment, has shaved countless hours off my work day. I think my absolute favorite part of working with Shortlist though has been the amazing team of people devoted to helping ensure that we have the best product to work with. The sales team wasn't pushy, the tech team is always available for help or improvements, and our customer success rep has been an absolute pleasure to work with. I can't say enough good things about Shortlist, and how vastly it's improved and streamlined our processes, and in turn, our own work flows.

Vorteile:

*Integration with Hello Sign takes so much pain out of the on-boarding process *Speaking of which, the customizable on-boarding is bar none *Payments are easy to set up and schedule *Freelancers love it *Intuitive set up; you can tell it was designed with the user experience in mind *Amazing responsiveness of team

Nachteile:

Only one: I do a lot of bulk work, and it can get tedious as times. For example, I may have 25 of the same type of assignment going out. If I need to change the rate on them, I have to visit each one individually (can't open in new tabs), change it, and get back to the projects screen, which is now unsorted. So I have to resort to find my items and start the process again.

Useful Marketplace

Vorteile:

We seamlessly utilized the platform's marketplace features to offer tasks to freelancers. Once accustomed, the interface proved user-friendly, making task allocation and communication effortless. Notably, the platform facilitated real-time task tracking and ensured transparent financial oversight. It significantly enhanced our daily management and collaboration.

Nachteile:

We encountered a language barrier challenge, which we successfully navigated. Setting up the platform and explaining its usage to freelancers demanded detailed planning. Moreover, configuring the workflows was a collaborative effort involving platform executives, occasionally causing some setup delays.

Vital Tool for Our Business

Kommentare: Overall, our experience with Shortlist has been fantastic. Our business uses the tool a little differently and they have been accommodating to our needs. They are constantly improving their product and it is great to see those updates frequently. The customer service is top notch and everyone is warm and friendly. Most of my contractors are impressed with the system. They appreciate how easy it is to do business with us now that we have Shortlist.

Vorteile:

I really like that this system allows me to keep everything in one place. I used to have information all over the place (emails, Adobe cloud, paper files, Sharepoint, word/excel files, etc). My team used to wait on me for information that they now have at the click of a button. It has streamlined my process so significantly and it costs less than hiring another person to help me.

Nachteile:

One improvement that I would like to see is in the search function. I think it would be great if you could search certain key words in certain places of a profile. For example, in the resume, description or internal notes. It would also be nice to see the keywords highlighted so that it is obvious where in the profile it is located. Being able to preview a document without having to download would be beneficial for my team.

Easy to Learn, Easy to Use

Vorteile:

Contractors tell us it's easier to use than our previous payment system. It's easy to use and payments are prompt.

Nachteile:

Having to create a new payment task for each assignment for each writer, rather than adding each writer one time and allowing them to invoice for each assignment.

Freelance dreams

Kommentare: Workflow has become optimized

Vorteile:

Helps with tracking freelancers and project productivity. More efficient communication Makes payments and admin related tasks simple

Nachteile:

Pricing could be more competitive, and it could be better expanded feature-wise.

Worksuite great for contractor management

Vorteile:

Customer support is very responsive. Allows for end-to-end contractor management, from onboarding to payments to task assignment.

Nachteile:

Some of the functionality takes some getting used to in terms of understanding how it works, but I wouldn't say it's much more difficult than other software platforms.

Slate Review of Worksuite

Kommentare: The overall experience has been a good one. Freelancers appear to be happy with the visibility they now have and we are happy with the onboarding and payment process.

Vorteile:

Ease of use, timely customer support, an efficient onboarding process, and a dependable payment process.

Nachteile:

I would like to have more reporting capabilities without the need to upgrade to the business analytics tool.

Impressed over and over again

Kommentare: The Shortlist team has gone above and beyond many times. Most recently I had a few urgent questions that I needed answered and Soobin Kang personally called me outside of typical business hours and made sure I got everything I needed figured out. He continues to check in and make sure that my experience is nothing but the best. The product is amazing, but the customer service is even better. I can't say enough great things about the Shortlist team.

Vorteile:

It is like a dream come true. I needed a product like this for many months and finally decided on Shortlist. Shorltist is everything I needed from a contractor management software. they keep improving and listening to their customers and I am always impressed.

Nachteile:

The cons, not many cons here. The only thing I would say is its so secure that sometimes It can take a little bit to log in if you forgot your password like myself:) But I ultimately look at this as a positive as Shortlist is holding lots of sensitive information. So security is a huge plus.

Worksuite

Kommentare: Logjam on contracts and payment seem to be improving.

Vorteile:

Ability to organize contingent workers and see clear process stages, ask questions, share feedback, and get clarity to realize solutions around contracts and then sign those in a central place is an amazing tool to have in place.

Nachteile:

No option to extend contract without having to submit an entirely new request. A click to extend that allows you to keep the same terms and forward to legal for an addendum without waiting would be great.

Great Team, Product, and Process!

Kommentare: The overall experience with shortlist was excellent! [SENSITIVE CONTENT HIDDEN] were great communicators and was very responsive to my requests. The team was a joy to work with. I had requested a calendar feature as part of my POC, and the team spoke to their product team to make it happen.

Vorteile:

The onboarding feature was the most impactful. At our company, we used Shortlist for vendor onboarding and the team helped us developed our first proof of concept. The feature helped streamline our onboarding process for new vendors in a very user-friendly way. This feature received great feedback from various teams in the organization.

Nachteile:

Shortlist had many great features that we requested for. If I have to name a con, I wish there's more flexibility in customization.

Great customer service

Vorteile:

The customer service is exceptional! We receive great support from all the customer service and payment operations specialists—special shoutout to Chelsea Ellis for ALWAYS helping us promptly.

Nachteile:

As a startup, we have certain budget limitations, so we cannot integrate Worksuite APIs with our systems. I wish it were more economical and cost-effective for us to do that!

Exceptional Customer Service/Great company

Kommentare: When our previous payment provider was acquired, we searched for a new company that could provide both payment processing and an onboarding/management system for our outside contractors.
Working with Shortlist has exceeded our expectations in every way. The Shortlist leadership team from the top down is passionate about their product and has gone above and beyond to make sure our customer experience has been positive and successful.
Working in finance over 20 years, I have never experienced a system implementation/integration with the continued level of support and attention that Shortlist has given our company.
I highly recommend Shortlist!

Vorteile:

Ease of use and ability to integrate with our internal platform Demonstrated ease of onboarding and payment tracking for our outside contractors Reporting features

Nachteile:

Have not had any difficulties navigating thus far

Really useful piece of software / app for our industry

Kommentare: Very impressed

Vorteile:

Central place for our Freelancers to update and upload latest information to help manage IR35commitments , contact database and availability

Nachteile:

we only use a small part of its functionality

Very comprehensive and great customisation possibilities

Vorteile:

The details of the database, the wide range of customizable functions and the professionalism of the implementation support

Nachteile:

Some things are not super intuitive and require the support of the implementation team to be actually set up

The solution I have been waiting for!

Kommentare: Makes hiring vendors a breeze.

Vorteile:

Easy to use, great customer service, intuitive interface. Met most of the initial needs and their new updates continue to impress.

Great Product

Vorteile:

I like the functionality of the software. It's met all of our needs.

Nachteile:

The one con about the software is that once everyone is onboarded their information stays on the all stages page. It would be great if that page would be blank once an individual or group has completed all of the onboarding stages.

Excellent service provider and outstanding service

Vorteile:

Shortlist provides an user friendly environment and they can always customize per our request. Information on the platform are straightforward and our payee are invited to the platform timely. Payment are processed timely and accurately. Service team are always responsive and willing to solve any problem.

Nachteile:

If we could download customize report from the platform that if would be perfect!

A great tool for viewing creative portfolios

Vorteile:

My favorite thing about Worksuite is the ability to view creatives by their portfolios. I also enjoy the ability to group freelancers based on skills or genre and add them to a list that's easily viewable for the person requesting the talent.

Nachteile:

I do think that the interface could work a bit smoother - sometimes workflow is a bit clunky.

Could be better in a lot of ways

Vorteile:

Organizing it by project was helpful - I liked being able to add multiple freelancers to a project.

Nachteile:

The lack of clarity in steps to pay people and what had been paid.

Best Contractor Database Software

Kommentare: Software is great, customer service is great, excited to see it continue to improve and grow!

Vorteile:

The simple, clean interface to keep track of all our approved contractors.

Nachteile:

The pricing could be better, it's higher than what most other software charges.