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.
Pros
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.
Cons
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.
Thanks Justine, really appreciate this!
Rating breakdown
Likelihood to recommend: 10/10
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.
Pros
*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
Cons
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.
Rating breakdown
Likelihood to recommend: 10/10
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.
Pros
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.
Cons
Shortlist had many great features that we requested for. If I have to name a con, I wish there's more flexibility in customization.
Rating breakdown
Likelihood to recommend: 10/10
The ability to share curation with our talent pool across our various internal stakeholders.
Pros
That we can have ratings, reviews and contextual information about our talent pool. It makes curating our talent much easier.
Cons
The design feels a bit dated and the functionality fails sometimes. It feels like a product that is very much still in development and lacks polish. Also, we have not used the Project RFP/RFP functionality as much as originally anticipated - although that is not necessarily the result of the software.
However, the lack of flexibility in modifying questionnaires feels clunky at best and downright annoying at worst.
Rating breakdown
Likelihood to recommend: 6/10
Pros
Ability to easily search our third-party collaborators, request information from them, and keep our relationships up to date
Particularly helpful for signing documents and keeping supplier information accuate
Cons
Sometimes the structure could be a bit rigid if we wanted changes
Rating breakdown
Likelihood to recommend: 7/10
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