Internal Company Portal for a $1mil ARR agency
Operating System for contractor, employee, and client management, and internal operations. Integrated with Gusto, Teamwork, PandaDocs, Ignition, and more.
From the partner
A comprehensive enterprise management system for a branding agency at USD 1 million annual revenue
Contractor management
- Approval and onboarding of contractors
- Creation and offering of master agreements
- Creation and offering of project level agreements
- Contractor profiles
Document management
- View of documents pertaining to the contractor and projects, with specific views of sensitive documents (W-2 and CoD)
Invoice Management
- Submission and full approval process of invoices related to contractors and their projects
- Email notification at each stage (submission, rejection, approval, payment)
Timesheets
- Auto generation of weekly timesheets during a contractor's period of performance
Vendor Opportunities Portal (RFP)
- A portal within the EMS that facilitates efficient project bidding, selection, and management between Project Managers (PMs) and Creative Vendors
- The system will leverage Softr for front-end development, Airtable as the backend database, and Make.com for automation
Bug and feature request process
- The ability for employees to raise bugs and request new features
- Includes tracking views and status notifications
Demo
Gallery images
Data sources
Partner details
Sunset Studio
Led by an ex-PwC auditor. Our custom solutions are process informed, platform enabled. Multi-tool ecosystems, standalone products, and automations that hold under real operations. Working across the United States and Australia. Clients include the United Football League and a top-five US university.
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