More members onboarded and outcomes improved by 50%
VPOIDS uses Tallyfy's API to help non-profit organizations manage large volumes of member onboarding across multiple software applications over 60-day journeys. By tracking the multi-step process in one place with automated triggers, new members became 50% more likely to become contributing members thanks to better onboarding visibility and intervention.
Summary
- Non-profits onboarded members across 60-day journeys spanning multiple software systems - VPOIDS used Tallyfy’s API to create a tracking layer that unified fragmented onboarding processes into one visible workflow
- 50% improvement in member contribution rates - Members who completed onboarding smoothly and quickly became 50% more likely to become active, contributing members of the organization
- Manage by exception, not by touching every step - Small teams now track hundreds of concurrent onboarding journeys in one place, intervening only when members fall behind. Want similar results?
VPOIDS - A technology and services company specifically serving non-profits. They use Tallyfy’s robust API to help non-profit organizations manage large volumes of new clients and members get onboarded fast and successfully, and as a result become 50% more likely to be a contributing member of the organization due to better member onboarding.
Stephan Fopeano
Founder
VPOIDS Inc.
What processes did you want to improve?
New member onboarding process - this was the most painful one! Also - patient or health care professional requests and volunteer match and allocation processes.
What was the core problem you wanted to solve?
We wanted to be able to track our multi-step member onboarding process. This onboarding process involved the members’ journey through several software applications and spanned a relatively long period - up to 60 days (see flowchart below).
This challenge is not unique. A fintech trading platform faced the same visibility gap - limited insight into where people were in the onboarding process, difficulty tracking who completed setup versus who dropped off, and manual follow-up required when people got stuck.
We wanted to see the progress of each member, where people were falling behind and require intervention, and also to gather statistics and insights about the process.
The goal was to have the completion of each step triggered by actions in the other software the users are already using, so that way, the they did not have to log into another software to update the progress of the member.
If your organization faces similar challenges with tracking member or client journeys across multiple systems, here is how Tallyfy approaches client onboarding:
Client Onboarding Made Easy
How were you doing these tasks and processes before?
Manually - before we were not tracking them at all, really. We had defined the flow in a flowchart but were tracking it by logging into different systems individually and manually.
Before Tallyfy - the member onboarding workflow was in a flowchart - it was complex and we could not track it in one place.
Which other software did you evaluate before you chose Tallyfy?
I briefly looked at Process Street and Kissflow. I also considered using a project management system like JIRA, but that was too complicated.
My main criteria were a robust API and an easy to use UI. I also wanted the possibility of sophisticated analytics and analysis for continuous process improvement.
If a member gets through the onboarding process smoothly and quickly, he or she is much more likely (50% more) to be a contributing member of the organization.
How has Tallyfy impacted your business?
I see tremendous potential for business process tracking in the clients I work with. They are small nonprofits that need to manage large volumes of information (like onboarding and training many members) with a small support staff.
The key is to give them tools to manage by exception, not have them touch every step of every process.
With Tallyfy - we can easily track the progress, problems and delays of hundreds of members being onboarded in one place.
Onboarding a new member is a great example of how a well-managed process can have significant impact on the organization. If a member gets through the onboarding process smoothly and quickly, he or she is 50% more likely to be a contributing member of the organization.
By making sure that people don’t lag in the process, we will greatly improve our volunteer utilization. Based on hundreds of implementations we have supported, this pattern of proactive intervention during onboarding consistently delivers measurable improvements.
A similar pattern emerged at a large financial services firm with thousands of advisors across North America. They found that inconsistent onboarding experiences across locations led to manual tracking nightmares and difficulty ensuring all steps were completed correctly. When they standardized the workflow, visibility into progress across the organization improved dramatically.
Related onboarding templates
Which specific workflow features did you like most about Tallyfy?
The robust API and simplicity of the UI. The complex member onboarding workflow has been simplified into a checklist-like view in Tallyfy.
How would you describe Tallyfy to others?
Tallyfy helps track a multi-step business process, even one that spans multiple software applications.
By collecting data on the status of a business process, we can intervene when a particular processes falls behind based on past history, and we can plan future workload.
Would you recommend Tallyfy to others? Why?
Yes, Tallyfy has been very easy to work with. The API is very robust, and the platform is very flexible in allowing me to build what I need.
I would recommend it for those looking to track business processes within their existing software system(s).
About the Author
Amit is the CEO of Tallyfy. He is a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age. He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!
Follow Amit on his website, LinkedIn, Facebook, Reddit, X (Twitter) or YouTube.
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