**Project Overview**:
Kinship Ventures seeks a vendor to provide IT security, SaaS tool management, and operational automation. The primary objective is to create a secure, efficient, and organized IT environment that minimizes security risks, streamlines SaaS tool usage, and improves team productivity.
**Key Goals**:
- Implement security guardrails to prevent accidental data loss and unauthorized sharing while ensuring a smooth and efficient process. The workflow should be clear and well-structured to avoid any delays, particularly when sharing files with clients.
- Optimize SaaS tools by eliminating redundancies and ensuring appropriate subscription levels. Specifically, for tools like **Descript, CapCut, and CastMagic**, highlight that multiple user accounts are unnecessary. Instead, a **single-user subscription** can be utilized efficiently by sharing vaults with the production team.
- Establish structured permissions and user roles across IT platforms.
- Automate key processes once security and SaaS optimizations are completed.
- Ensure that all SaaS services are consolidated under a single credit card, with access and billing fully optimized. Maintaining transparency in SaaS expenditures is crucial for non-profit tax purposes, and our non-profit executive must be kept informed of all new charges and their specific use cases.
- Secure **Google Suite** against unauthorized external access and bulk remove past shared users.
- Establish tiered user access permissions for **DocuSign**, assigning appropriate levels to **the Executive Team, Operations, and Production Teams**.
- ** For process optimization**, explore subscription options that enable the creation of a single, reusable agreement link for guest bookings, rather than generating individual agreements each time.



This would simplify workflows by allowing the team to share a standard agreement link with guests, reducing administrative effort. While this may not be essential with only two podcasts, its worth evaluating for future scalability to enhance efficiency and save time.
- Implement **Slack automation tools** to streamline onboarding and training processes within SOPs. Additionally, integrate **Google Drive** with Slack to enhance accessibility, ensuring seamless file sharing and collaboration for improved efficiency.
- ** Clearly define timelines, required access, and success criteria for project completion.**:
- ** Ensure weekly reporting on progress, blockers, and support needs, managed by Operations Manager.**:
- ** Implement KPIs and performance benchmarks to measure vendor effectiveness.**:
- ** Categorize SaaS tools into five distinct suites**:
- ** Operations**:
- ** Finance**:
- ** Content & Marketing**:
- ** Temporary/Freelance Access**:
- ** Executive Access**
- ** Audit and cancel unnecessary SaaS accounts.**
**Scope of Work**
The vendor will be responsible for the following tasks:
**A. IT Security Enhancements**:
- ** Google Workspace Security**:
- Restrict file-sharing to approved domains.
- Set up admin-level control for document access and editing rights.
- Implement permissions for shared drives with restrictions on external sharing.
- Establish alerts for unauthorized sharing.
- Ensure external collaborators are identified and removed.




- Implement an automated bulk removal process for unauthorized external access.
- Provide a **security checklist for ongoing monitoring** post-project completion.
- ** KPI**: No unauthorized data access incidents post-implementation.
- ** ClickUp Security & Optimization**:
- Restrict workspace deletion rights.
- Define clear permissions for different user roles.
- Secure project workflows to prevent accidental data loss.
- Optimize folder structure and accessibility levels.
- ** Automation**: Ensure that tagged tasks in ClickUp notify users via Slack.
- Provide a **training document** for future ClickUp users on best security practices.
- ** KPI**: Ensure proper role-based access with a 100% audit-compliant structure.
- ** Slack, HubSpot, and Other Major Platforms**:
- Ensure only authorized users can export data.
- Remove external accounts from admin panels and access points.
- Set up security logs and alerts for unauthorized access attempts.
- ** Automation**: Integrate Google Drive with Slack and ClickUp for seamless file sharing and notifications.
- Provide a **detailed permissions matrix** for Slack, including admin vs. user capabilities.
- ** KPI**: Reduce unauthorized file-sharing incidents by 90%.
- ** Comprehensive IT Security Audit**:
- Identify vulnerabilities and unauthorized users.
- Ensure all platforms follow best security practices and regulatory compliance.
- Develop role-based security clearance levels.
- ** Create a security roadmap** for ongoing maintenance beyond the projects scope.
- ** KPI**: 100% completion of security audit with remediation plans for all risks.
**B. SaaS Optimization & Management**:
- ** SaaS Subscription Audit & Optimization**:
- Ide

📌 IT Specialist (Ciudad de México)
🏢 Trolley
📍 Ciudad de México